Microsoft Fabric Data Platform

Microsoft Fabric · Unified enterprise data foundation

Every agent is working outwhat your business means, alone

Sales says an active customer is one seen in 30 days. Operations says 90. Neither is wrong, but the numbers they report don't reconcile — and you have no way to decide which one to trust. That isn't a model that needs to be smarter. It's a model looking at tables nobody has agreed on. What Microsoft Fabric is for is giving every AI application one data foundation it can be trusted on.

Reality Check

When AI can't use your data, the problem isn't the AI

After investing in AI, the most common frustration isn't "the model isn't good enough." It's "I don't dare act on the number it gave me."

01

Competing definitions, one metric calculated several ways

Finance revenue, operational revenue, revenue in the report — three different numbers. Each department's extraction logic lives in its own Excel formulas and SQL, and nobody can say which is authoritative. AI only magnifies this: it will pick one, and it won't tell you which.

02

Data copied from place to place, losing trust each time

The warehouse takes a copy, BI takes a copy, an analyst exports another into Excel. Every move adds a version and another chance for definitions to drift. By the time AI reaches for the data, nobody can identify the source of truth.

03

AI can't get data that carries permission boundaries

Open data to an agent and security's first question is: whose identity is it reading as? Which regions, which customers can it see? If the answer is "all of it," the project stops there.

Root cause

AI is capped by the data it can reach. Before the data foundation is fixed, more model capability only generates untrustworthy answers faster.

The Order Matters

Three things, in order: one foundation → one set of definitions → one semantic layer

Fabric's capability list is long. What actually determines whether AI can use your data is these three steps — and the order can't be swapped.

1
One foundation

OneLake

All data in one lake, called directly by multiple engines, with no separate copy per use case.

Bronze raw layerSilver standard layerGold business layer

Layered and traceable, so problems can be walked back

2
One set of definitions

Metric dictionary

Every core metric gets an explicit business definition, formula, source, refresh frequency, owning department and permission level.

Human work, not tooling work

The step most often skipped, and the most expensive to skip

3
One semantic layer

Fabric IQ Ontology

Turn those definitions into a business model machines can read: entity types, relationships, business rules and data bindings.

AI sees business objects, not tables and columns

Five kinds of agent share one set of definitions

The order can't be swapped: skip step two and the semantic layer built in step three can't be trusted

Define Once, Share Everywhere

Define once, shared by five kinds of agent

Ontology's most underrated value isn't "letting AI understand data." It's making every AI use the same definitions.

OneLake unified data foundationBronze raw · Silver standard · Gold business
Defined once

Fabric IQ Ontology · semantic layer

Entity types · relationships · business rules · data bindings · access control

  • Business meaning
  • Consistency
  • Governance
  • Explainability
Fabric

Data agent

Analysts and business users

Conversational analytics

Fabric

Operations agent

Operations teams

Continuous monitoring · alerting · triggered actions

Foundry

Foundry IQ

Developers

Custom agents · tool calling

Copilot Studio

Low-code agent

Business users / low-code

Conversational agents · process automation

MCP

Custom agent

Developers

Any MCP client can connect

Five consumers, one set of definitions — no re-explaining "active customer" on every platform

What this means

The agent you build in Copilot Studio, the agent you run in production on Microsoft Foundry, and the analytics agent inside Fabric can share one set of business definitions. Define once, effective in five places — no re-explaining what "active customer" means on every platform.

Capability

The Microsoft Fabric capabilities that matter here

Microsoft's site has the full feature list. These are the four things that carry the three steps above.

01

OneLake

One data lake across the estate — structured, semi-structured and unstructured in one store, shared and isolated across workspaces, with virtualisation cutting movement and redundancy.

02

Analytics end to end

Data integration, data engineering, warehousing, data science, real-time intelligence and Power BI — one platform, one chain, instead of stitching several vendors together.

03

Real-Time Intelligence

Low-latency streaming analytics with device and business events ingested live, supporting monitoring, early warning and real-time decision scenarios.

04

Unified governance

Access control, sensitive data classification, data lineage, capacity and cost monitoring — one security model across the whole platform.

Reference Architecture

A unified data platform for a large energy group

Wind and solar plant operating data, plus ERP finance, CRM customers, the annual budget and years of historical Excel — scattered across systems that don't talk to each other. The daily, weekly and monthly reports management sees are extracted, merged and reconciled by hand: slow, error-prone, and defined differently by each department.

Sources

Business data sources

  • Plant operations systems
  • ERP finance and contracts
  • CRM customers and pipeline
  • Annual budget
  • Years of historical Excel
Data Factory · Pipeline · Dataflow Gen2 · Notebook
Foundation

OneLake unified data foundation

Bronze raw layerSource data kept as-is, so anything can be traced and re-run
Silver standard layerCleansed and deduplicated, formats unified, master data matched
Gold business layerSubject models and aggregated metrics
Semantic layer

Unified dimensional model + semantic layer

Metric dictionary · DAX measures · definition governance — one set of definitions reused by every report and every agent

  • Metric dictionary
  • Fabric IQ Ontology
Analytics and AI

Three Power BI analytics domains

  • Plant operationsGeneration · utilisation hours · faults
  • Business performanceRevenue and cost · budget · collections
  • Customers and salesFunnel · win rate · customer value

Later phases

Natural-language Q&A · Copilot

AI agents and predictive analytics

Extended on a schedule once the foundation is in place — it doesn't all have to be built at once

Three analytics domains

Plant operations

Generation and grid-fed output, utilisation hours, equipment availability, curtailment, faults and downtime, site and regional rankings — drillable from group level down to a single turbine.

Business performance

Revenue, cost and profit, budget attainment, project and contract margin, receivables ageing and collections, contribution by segment and subsidiary — operating metrics analysed against financial outcomes.

Customers and sales

Sales funnel and stage conversion, win rate and cycle length, customer value and group-account analysis, forecast accuracy — across regions and team performance.

Four design decisions that carry the project

Bronze / Silver / Gold layering

The full path from source system to report is preserved, avoiding the performance and consistency risk of reports connecting straight to production systems — and letting any problem be traced back layer by layer.

Metric dictionary

Every metric gets a definition, formula, source, frequency, owning department and permission level — settle the disagreement between people before writing code. This is the step most often skipped and the most expensive to skip.

Row-level security

Permissions by organisation, region, site and role: sales sees only their own customers, a site manager only their own site, sensitive financial data restricted separately.

Capacity and cost monitoring

Track consumption by workspace, heavy jobs and peak windows, so platform running cost is predictable and tunable rather than discovered on the month-end invoice.

Phasing

Phase one: plant operations and existing reports → phase two: ERP finance and performance → phase three: CRM customers and sales → phase four: predictive analytics, natural-language Q&A and AI agents. Each phase closes on a business outcome that can be signed off, rather than aiming to build everything at once.

What this project is really worth

It isn't moving Excel reports into Power BI. It's using Fabric and OneLake to build one data foundation, turning operations, finance and sales data into a trustworthy, governed, reusable data asset — and laying the groundwork for the Copilot Q&A and AI agents that come next.

Delivery

How NovaTech delivers

Data platform projects usually fail for non-technical reasons: definitions never agreed, scope never drawn, owners never confirmed. We put those before the code.

Assessment and blueprint

  • Inventory of reports and how often they're used — what can be replaced, kept or merged
  • Technical feasibility of each source: database, API and file interface capability
  • Metric definitions and data owners confirmed item by item
Requirements spec · source inventory · overall blueprint
01
02

OneLake foundation and data pipelines

  • Fabric capacity planning and dev / test / production workspace separation
  • Bronze / Silver / Gold layering and naming standards
  • Multi-source ingestion, incremental sync, master data mapping, anomaly detection and alerting
Platform foundation · automated data pipelines

Semantic modelling and definition governance

  • Unified dimensional model: organisation, region, customer, contract, project, product
  • Enterprise metric dictionary and cross-department alignment on definitions
  • Semantic models, DAX measures and Fabric IQ Ontology business modelling
Lakehouse and semantic models · enterprise metric dictionary
03
04

Analytics delivery and AI integration

  • Power BI report development and executive dashboards
  • Row-level security and data permission configuration
  • Integration with Copilot and Foundry agents; capacity, cost and refresh monitoring
Go-live · operations handbook · user training
Why NovaTech

Why NovaTech

NovaTech is a Microsoft Solutions Partner working across the Microsoft stack since 2011, serving more than 1,000 enterprises from strategy through to ongoing operation.

Full Microsoft credentials, end-to-end delivery

All six Microsoft Cloud Solution Partner designations:

  • Modern Work · Data & AI (Azure) · Digital & App Innovation
  • Infrastructure (Azure) · Business Applications · Security

Advanced Specializations and dual-channel credentials:

  • AI on Azure · Infra & Data Migration
  • Adoption & Change Management · Custom Solutions for Microsoft Teams
  • 21V CSP / OSPA / NCEI · HK 1T/2T CSP · SG 2T CSP · ECIF Certified Partner

Two consecutive Microsoft hackathon wins

2025
The "Eva" agent took first place in the Microsoft China Copilot AI innovation competition
2026
The "Sales Deal Agent" multi-agent solution won the Grand Gold Award (first place) at the Microsoft Frontier Agentic Hackathon, alongside the FY26 Microsoft Market Development Pioneer Award

The data platform isn't the finish line. NovaTech also delivers Copilot Studio, GitHub Copilot and Microsoft Foundry projects — we do the part that comes after the foundation is built.

FAQ

Frequently asked questions

Q1: How does this relate to our existing warehouse and BI? Do we start over?

A: No. In practice it's phased: connect the existing reports first and prove the definitions and data reconcile, then progressively move upstream extraction and processing into Fabric. The old systems keep running through the transition, so the business doesn't feel the switch. What to replace, where to keep raw detail, and which duplicate reports can be merged — those are conclusions the first assessment phase is meant to produce.

Q2: We already use Power BI. What does Fabric change for us?

A: Power BI is part of Fabric, so existing reports and semantic models carry over rather than being rebuilt. The change is one layer down: instead of Power BI connecting straight to business systems or a staging database, data lands in OneLake and is layered and processed there, and reports connect to a governed model. You gain consistent definitions, controllable refresh performance and traceable lineage; the cost is doing the layering and the metric dictionary properly first.

Q3: What exactly is an Ontology, and how is it different from a data model?

A: A data model describes how tables are built and how fields relate. An Ontology describes the business itself — which entity types exist (site, equipment, customer, contract), how they relate, what business rules apply, and which tables those concepts bind to. The difference: a data model is for people and SQL; an Ontology is for AI. Its practical value is "define once, shared by many agents" — Fabric's analytics agent, custom agents on Foundry and low-code agents in Copilot Studio can all use the same business definitions, which is what makes their answers reconcile.

Q4: How is data secured? Who can see what?

A: Row-level security by organisation, region, site and role, with object-level security added where needed: sales sees only their own customers, a site manager only their own site, sensitive financial and HR data restricted separately. The platform adds sensitive data classification, lineage tracking, refresh monitoring and access auditing. The key is aligning the permission model with the org structure — decided at blueprint stage, not retrofitted after go-live.

Q5: How soon do we see something?

A: We recommend phasing. Phase one usually connects operational data and replaces the existing daily, weekly and monthly reports — fastest to show value and easiest to sign off — then ERP performance data, then CRM sales data, with prediction and AI applications last. The actual timeline depends on source interface conditions, how many years of history exist and how many reports are in scope; we commit to a schedule at the assessment stage rather than quoting a number up front.

Q6: How is it charged?

A: Two parts. Microsoft Fabric is billed by capacity (F SKU) with Power BI licences priced separately — we recommend listing this separately in the quote so it's easy to take through your own budget process. NovaTech charges implementation and operation fees, scoped by number of sources, tables and reports and the years of history involved. Interface development on third-party systems and fees charged by incumbent system vendors are normally out of scope; we state that explicitly in the proposal to avoid disputes later.

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