01
Map the workflow
Define triggers, records, owners, exceptions, and the consequence of a mistake.
Custom integration scope
Designed around your workflow and permissions
Connect Power BI to the workflows around it
Coordinate datasets, refreshes, reports, and operational insight delivery.
Typical objects
The records a scoped build may use
- Workspaces
- Datasets and semantic models
- Reports and dashboards
- Refreshes and gateways
Workflow examples
Practical patterns to evaluate
These are design examples, not claimed customer deployments or results.
- 01
Trigger and monitor a governed dataset refresh.
- 02
Deliver approved report links or alerts into an operational workflow.
- 03
Track refresh failures and route them with ownership context.
Delivery sequence
Integration work starts with the operating process
02
Confirm access
Check the platform edition, APIs, authentication, scopes, limits, and data policy.
03
Build and test
Implement narrow actions and verify normal, failure, retry, and approval paths.
04
Operate deliberately
Document ownership, logs, escalation, stop controls, and the change process.
Platform consideration
Tenant settings, service principals, workspace roles, capacity, gateways, row-level security, and licensing need confirmation.
Scope before promise
Platform editions, API access, permissions, rate limits, vendor policies, security requirements, and data residency can change what is feasible. CombineApps confirms scope before implementation.
Related departments
See the workflow in team context
Related integrations
Connect the surrounding stack
Bring one real workflow
Define what Power BI should read, change, and leave for a person
We can map the systems, authority, exception paths, and test cases before deciding how the integration should be built.