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Product · Power BI governance Multi-tenant SaaS

Embed, govern, and automate Power BI across every tenant

Proceptio PowerCRM puts embedded analytics, automated dataset refresh, scheduled report subscriptions, row-level security, and per-tenant access control in one platform, on a secure multi-tenant SaaS foundation.

Embedded report viewer: per-tenant workspace, on-demand refresh and export, fullscreen, and favorites.

Multi-tenant
Per-tenant workspace isolation
RLS
Row-level security by user or role
Automated
Scheduled dataset refresh
Scheduled
Email report subscriptions
Capabilities

Power BI, embedded and governed

Everything you need to deliver analytics to every tenant, under control.

Embedded reports & dashboards

Surface Power BI reports and dashboards inside the app, with each tenant mapped to its own workspace so it only ever sees its own data.

  • In-app embedded report viewer with fullscreen mode
  • On-demand export to file
  • Per-tenant workspace mapping
  • Report favorites for quick access

Automated refresh & scheduled delivery

Keep datasets current on a schedule, and deliver reports to inboxes automatically, with a full record of every refresh and every send.

  • Schedule dataset refreshes, view full refresh history
  • Trigger a manual refresh from the report view
  • Email subscriptions on a schedule, in a chosen file format
  • Delivery logging for every subscription

Governance, security & access control

Decide exactly who sees what. Grant reports by user or by role, map Row-Level Security roles, and keep Power BI capacity costs in check.

  • Row-Level Security (RLS) role management
  • Grant report access by individual user or by role
  • Capacity management: automatic suspend and resume to control cost
  • Auto-resume ahead of scheduled refreshes

Operational visibility

See who viewed and exported what, catch refresh and capacity issues early, and know the state of your Power BI capacity at a glance.

  • Usage logs across tenants, users, and reports
  • Error logs for failed refreshes and deliveries
  • Capacity logs with suspend and resume status
  • Every log filterable

Multi-tenant SaaS foundation

PowerCRM is a full multi-tenant application framework, so the analytics layer sits on real SaaS plumbing: tenants, editions, billing, and a complete identity and audit story.

  • Tenant management, editions, subscription and billing with invoices
  • Users, roles, granular permissions, organization units
  • Audit logs, multi-language, light and dark theming
  • Webhooks for downstream automation

A complete SaaS foundation

The enterprise plumbing under the analytics, built in.

Editions & billing

Editions, subscriptions, and invoicing out of the box.

Roles & permissions

Granular permissions, roles, and organization units.

Audit logs

A full audit trail of who did what, and when.

Multi-language

Localize the platform for every tenant and user.

Light & dark theming

Per-user themes across the whole application.

Webhooks

Push events to downstream systems on change.

Integrations & automation

Microsoft Teams

Push notifications into Teams channels.

ServiceNow

Connect tickets and workflows.

ETL on Hangfire

Data pipelines on background jobs.

GraphQL API

Query the platform programmatically.

Xamarin mobile

Native mobile apps for the platform.

See PowerCRM on your own tenants

Book a walkthrough and we will show how embedded analytics, governance, and automation fit your multi-tenant platform.

  • A personalized demo against a realistic tenant setup
  • Answers on RLS, capacity cost, and per-tenant access
  • No commitment, no pressure
info@proceptio.com Visit product site

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