top of page

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.

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.

JourneyTEAM is a Microsoft Gold Partner and 2-time Microsoft US Partner of the Year that offers structured workshops to help financial and professional service organizations quickly get started with Power BI. We help empower your team members to discover insights hidden in your data and allow you to build a solid foundation with Power BI.

Power BI for Financial Services 4-Hr Workshop

This package provides a half-day, virtual workshop where a JourneyTEAM architect will work one-on-one with your team.


  • 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

COST: $900

NOTE * 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

NEXT STEP: Fill out the form >>>

Cost: Basic implementation starts at $7,995, additional customization available at an hourly rate.


Contact JourneyTEAM

Get Your Microsoft implementation project started on the right path. Contact an expert at JourneyTEAM to take the first step.

bottom of page