Your systems feeding one model
ERP, CRM, field and industry systems brought into Power BI or Fabric on a schedule, with one shared set of definitions.
Power BI integration consulting
Connect Power BI to the rest of your business.
Many organizations already pay for Power BI, and leaders still get their numbers from a spreadsheet someone builds on Monday. We build the connections that bring your systems' data into Power BI and Microsoft Fabric, cleaned and on a schedule, so reports are current and trusted.
Keep it, then extend it
What Power BI does well, and where teams outgrow it.
Where Power BI shines
- Already on many desks
- Reports people can shape
- A controlled way in
Where teams hit the limits
- The data isn't there yetIndustry systems, older databases and emailed files don't flow into Power BI on their own, so someone exports them.
- Every report cleans data its own wayCustomer names, product codes and dates get fixed in each report, so two reports disagree on the same number.
- Reports outside the daily workNumbers live in a separate app, while managers make decisions inside other tools.
What changes
The same week, with the connection.
Today
- The analyst cleans the same customer names by hand before every Power BI refresh.
- The report owner hears about a late source in the meeting where the numbers look wrong.
- The finance analyst rebuilds the weekly leadership workbook every Monday morning.
With the connection
- Customers and products are matched before they reach the report. The analyst checks the new ones.
- The report owner gets a note when a source is late. She fixes it before anyone opens the report.
- The workbook becomes a report that updates itself. The analyst writes notes instead of rebuilding.
What we build around it
Connecting Power BI to the rest of your work.
Cleaned and matched data
Customers, products and locations matched across systems before they reach a report, so totals agree.
Scheduled refresh you can trust
Data refreshed on a timetable, with a note to the owner when a source is late or a number looks wrong.
Reports inside your own tools
Power BI reports shown inside the internal tools your team already uses, with the same access rules.
Spreadsheets retired
The weekly workbook someone rebuilds by hand turned into a report that updates itself.
Plain-language summaries
A short written summary of what changed this week, sent to leaders with a link to the full report.
How it starts
What happens after you reach out.
You work directly with a senior builder from the first call to launch, not a hand-off to a junior team. How we work
Before we start
What we need from you.
- Someone on your team with admin rights sets up our access. We walk them through it.
- You choose what the connection can see and change, and you can switch it off at any time.
- We build and test on sample data before touching live records.
- Your Microsoft administrator turns on one setting for it.
Technical details for your IT team
Your Microsoft administrator registers an app for the connection in Microsoft Entra ID and adds it to a security group. A Fabric administrator then allows that group under the tenant setting Service principals can call Fabric public APIs (on by default for new tenants, and best limited to a specific group), and your team adds the app only to the workspaces it should reach (see Microsoft's guide). The connection never signs in as a person, and removing the app from the group or workspace cuts it off. Showing reports inside your own tools depends on your Power BI licenses or Fabric capacity, which we check before quoting. Keeping your data in Snowflake, or running Microsoft 365? See our Snowflake and Microsoft 365 pages.
FAQ
Common questions.
Do we have to replace Power BI?
No. Power BI stays where your team reads reports. We build what feeds it and connect the systems it doesn't reach.
Doesn't Power BI already connect to our systems?
It has many built-in connectors, and you should use them where they work. Custom work makes sense for systems without one, data that needs cleaning and matching, or several sources that must agree.
Do we need Microsoft Fabric?
Not always. Many projects work with Power BI alone. Fabric helps when data volumes grow or many reports share the same data. We recommend what fits.
What access do you need from us?
An app your administrator registers, added to a security group and to the workspaces it needs. You can remove it at any time.
Are you a certified Power BI partner?
No. We're an independent integration consultant and development team. We build with Power BI's official developer tools and approved access, using the access your team grants, and we work alongside your Power BI admin or implementation partner rather than replacing them.
Sources
- Microsoft Learn: Developer admin settings (Fabric tenant settings)
- Microsoft Learn: Embed Power BI content with service principal
- Microsoft Learn: Register an application in Microsoft Entra ID
- Microsoft Learn: What is Power BI embedded analytics?
Facts checked against the vendor's own documentation, November 2026. Names are trademarks of their owners. Inkwell is independent and not affiliated with these companies.
Partner with Inkwell
Tell us how you use Power BI today.
A few sentences is plenty. We'll tell you what we'd connect first, and whether a ready-made app already does the job.