Power BI with Data from EazyProject and Business Central

If project and financial insights depend on manual exports and complex spreadsheets, decision-making slows down. This Power BI solution combines data from EazyProject and Microsoft Dynamics 365 Business Central into one unified reporting layer.

You get a ready-to-use Power BI dashboard package with predefined reports - delivering management insight and detailed drill-down without building everything from scratch.

Who is it for?

Companies using EazyProject for project management and Business Central as ERP who want unified insight across projects, resources, and finance.

What’s included

A Power BI solution based on your own data, including:

• Ready-made dashboards for projects, finance, and pipeline

• Combined insights across EazyProject and Business Central

• Drill-down to projects, employees, and transactions

• Sharing via Power BI, subscriptions, and Excel

Data is refreshed automatically up to 8 times per day.

Data and insights

The solution combines data from both systems:

EazyProject

• Projects, budgets, time registrations, and invoicing

• Utilization rates, absence metrics, pipeline, and budget consumption

• Insight into workload, planning, and expected revenue

Business Central

• Finance, budgets, profit & loss, and sales orders

• Contribution margins, year-to-date metrics, and budget tracking

• Drill-down from financial results to projects and employees

In addition, combined dashboards link project and financial data.

Getting started

Implementation follows a simple, proven process:

• Clarification meeting and technical access

• Integration setup between Power BI, EazyProject, and Business Central

• User and Power BI workspace setup

• Handover and introduction (1 hour)

The solution can later be extended with additional data sources, calculations, and dashboards.