Microsoft Power BI for Financial Services: 4-Hr Workshop


A packaged engagement to help financial and professional service organizations build reports and dashboards using Microsoft Power BI.

JourneyTEAM is a Microsoft Partner that offers structured workshops to help financial and professional service organizations quickly get started with Microsoft Power BI. We help empower your team members to discover insights hidden in your data and allow you to build a solid foundation with Microsoft Power BI.

Data is the electricity that runs your organization. Those companies that leverage data and make decision based off of information and trends can more than double the success of their organization. Stay ahead of your competition.

This package provides a half-day, virtual workshop where a JourneyTEAM architect will work one-on-one with your team. They will review Power BI functionality and connect data sources allowing you to begin building reports and dashboards. This workshop is delivered virtually by a qualified JourneyTEAM coach. You will have a hands-on experience depending on availability and other factors.


  • Overview

  • Introduction

  • How to use Power BI and set up Dashboards and Reports

  • Data Integration and Hybrid Configurations

  • How to create On-Premise and Cloud Connections to your Data Sources

  • We will set up a live working environment to one of the following data sources:

    • Dynamics 365 for Financials
    • Dynamics 365 for Sales
    • Dynamics 365 for Customer Engagement
    • SharePoint list or library
    • Dynamics GP Company database


  • Build an understanding of the work environment, language, and syntax, and objects needed to create visuals
  • Gain experience through exploring visual design to build confidence and competence
  • Learn how Power BI incorporates visuals


  • This is a virtual event.
  • JourneyTEAM guarantees your satisfaction with a 100% money-back guarantee.
  • JourneyTEAM has priced this training without prior knowledge of the nature of the engagement
  • JourneyTEAM retains the right to decline this engagement after reviewing the specifics