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Data Management & Optimisation

Data Management and Optimisation is the foundation of successful Power Apps. Our expert services help you migrate data from Excel and SharePoint, ensure compliance, and improve in-app reporting. With tailored solutions and UK-based support, we make your data work smarter, not harder.

Unlock the Full Potential of Your Data with Power Platform

In today’s data-driven world, effective management and optimisation are key to business success. Our Power Platform consultancy services help organisations streamline their data, enhance accuracy, and drive smarter decision-making unlocking valuable insights that propel growth.

Excel to Dataverse Migration

We help you move data from Excel into Dataverse quickly and securely. Our process ensures clean imports, correct field mapping, and minimal disruption to your Power Apps.

SharePoint

SharePoint List Integration

Connect your SharePoint lists to Power Apps with ease. We set up secure, real-time links that preserve permissions and improve data access across your apps.

Data Validation

Data Cleansing and Validation

Before data enters Power Apps, we clean and validate it. This removes duplicates, fixes errors, and ensures your apps run smoothly with reliable data.

Schema Validation

Schema Mapping and Transformation

We align your existing data structure with Dataverse. Our mapping preserves relationships and applies business rules to support better app performance.

Accessing and analysing data effectively is crucial for informed decision-making. With Power Platform, you have multiple ways to view and interact with your data, tailored to your needs:

Built-In Compliance & Governance

Data compliance is essential, especially when handling sensitive or regulated information. We help you stay aligned with GDPR and internal governance policies by:

Implementing role-based access controls

Enabling audit trails within Power Apps

Enforcing data retention policies

Supporting secure data storage in Dataverse

In App Reporting

Not every organisation wants or needs Power BI. That’s why we offer reporting solutions directly within Power Apps:

Embedded reporting using native controls

Custom dashboards and visualisations

Real-time data insights

Exportable reports for Excel or PDF

Our approach ensures users get the insights they need without leaving the app.

Why Choose Us for Data Management & Optimisation?

We’re a UK-based Power Platform consultancy with deep expertise in data architecture, governance, and app development. Our clients benefit from:

Faster decision-making with clean, accessible data

Reduced risk through compliance and governance

Improved user experience with optimised reporting

Seamless integration with existing systems

Ongoing support and training

FAQ

What data sources can we migrate into Power Apps?

We support migration from a wide range of sources including Excel, SharePoint lists, SQL databases, Access, CSV files, and legacy systems. Our team ensures smooth transitions into Dataverse or other supported data stores, preserving structure and relationships.

Is my data secure during migration and integration?

Absolutely. We follow Microsoft’s best practices for data security, including encryption, role-based access, and audit logging. All data transfers are handled securely, and we ensure compliance with GDPR and internal governance policies.

Do I need Power BI for reporting in Power Apps?

No, We build custom reporting features directly into Power Apps using native controls like galleries, charts, and exportable formats. This allows users to view and interact with data without needing external tools.

Can we automate data validation and cleansing?

Yes. We use Power Automate and custom logic to automatically clean, validate, and transform data before it enters your apps. This reduces manual errors and ensures consistent data quality across your platform.

Can we integrate third-party systems with Power Apps?

Yes. We support integration with CRMs, ERPs, finance systems, and other third-party platforms using connectors, APIs, and custom middleware. This ensures your Power Apps work seamlessly with your existing tech stack.

Can AI be used to analyse data within Power Apps?

Yes. We integrate AI capabilities using Power Platform tools like CopPilot and Open AI. These can help with sentiment analysis, predictions, image recognition, and automating data insights directly within your apps.

Can we retrieve data from existing document libraries in SharePoint?

Yes, with Microsoft Copilot integrated into Power Platform, you can retrieve and interact with data from existing SharePoint document libraries using natural language. Copilot can help users locate files, extract metadata, and surface relevant documents directly within Power Apps or Power Automate flows. By connecting SharePoint through standard connectors, Copilot enhances productivity by simplifying access to structured and unstructured content — all without needing complex queries or manual navigation.

View Our Other Case Studies

Real results for real businesses

Get In Touch

Let’s see if we can help with your next project

Get In Touch

Let’s talk. Send us a message, and we’ll help you explore the best Power Platform solution for your business

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