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Enterprise Project Management for Microsoft Dynamics 365 Finance | PlanAutomate EPM
  • Who We Help
  • What We Do
  • Solutions
    • EPM EssentialsThe Enterprise Project Management (EPM) foundation for your entire project organization.
      • Financials
        • Cost Breakdown StructureThe backbone of your project financials, an independent but fully integrated CBS.
        • Advanced Cost ControlsA sophisticated costing sheet supporting all aspects of the EAC process and month-end budget review.
        • Earned Value ManagementCompletely integrated budget and schedule metrics for automated earned value analysis.
        • Integrated Subcontract ManagementManage and control subcontracts with real-time integrated data between project operations and financials.
      • Operations
        • Work Breakdown StructurePlan and control every aspect of your project schedule.
        • Resource ManagementFull demand and capacity planning with automated conflict and overload detection.
        • Project-Supply Chain CoordinationYour project schedule automatically connects with your procurement and production processes.
      • Governance
        • Project Organizational StructureStandardize access and controls across large project organizations.
        • Project & Portfolio AnalyticsInstantly understand how your projects are performing across a number of financial and operational areas.
        • RAIDO SystemFull Risk, Issue and Opportunity tracking with resolution framework.
        • Change ControlComprehensive operational and financial variation controls that record and manage approvals of all project changes.
    • Advanced CapabilitiesKey project automation capabilities that empower your project teams.
      • Project ModelingDynamically generate estimates and schedules through curated and configurable project models.
      • High-Performance Project SchedulingAdvanced cloud-based project scheduling for the most complex projects.
      • Project-Driven Supply ChainYour schedule automatically tells MRP what you need and when, with delivery progress constantly aligned.
      • Schedule-Driven EstimationDynamic, data-driven approach to estimating labor, material, and expenses.
      • Schedule-Driven Month EndStreamline period close by seamlessly integrating project schedules with financial data.
      • Project Workflow EngineProjects progress automatically so assignments keep flowing.
      • Project AutopilotAutomated intelligence to manage projects by exception.
      • Executive Performance ScorecardSpot problem areas and track progress against strategic initiatives, for executive level management.
      • Project Organizational StructureStandardize access and controls across large project organizations.
      • Advanced AI for Project ManagementAI that uncovers factors that drive project success.
      • Enterprise ERP PoweredSecure, scalable, extendable and 100% embedded with your ERP, connecting your entire project organization.
    • AI for Project-Driven BusinessThe ultimate empowerment for executives and project teams alike.
      • AI-Powered Status ReportsDeep, contextual analysis, giving you instant, objective view of project momentum.
      • AI Project Trend AnalysisAccurately assess your project’s trajectory and intervene with targeted actions.
      • AI-Powered Risk AssessmentUncover hidden patterns and subtle signs of trouble, flagging issues weeks or months before.
      • AI Project Projections & ForecastingAnalyze your current performance trends to accurately predict future outcomes for budget, timeline, and scope.
      • AI-Powered Root Cause AnalysisDiagnose the true, systemic root cause of any issue, not just the surface-level symptoms.
      • AI Project Post-MortemUnderstand not only what happened, but why, with a data-driven plan to make sure it never happens again.
      • Counterfactual AnalysisDetailed counterfactual scenarios, showing how different decisions would have impacted project outcomes.
  • Services
    • Project Business Transformation
      • Getting Started
        • Readiness AssessmentHelp you understand where you stand and what you need for successful transformation.
        • Deep Needs AnalysisWe analyze your current processes and provide recommendations on what to fix.
        • Transformation Project SetupHelp you setup a proper project for completing a successful transformation, including requirements, stakeholders, budget, and evaluation process.
      • Core Engagement
        • Solution BlueprintDesign the optimal solution coupled with BPR and validate the approach before full implementation.
        • Business Process RedesignWe help you reengineer your processes to maximize the value from your new system.
        • Change ManagementChange management strategy and executive coaching, focusing on user adoption and value maximization.
        • Continuous Improvement & OptimizationEnsure you continually optimize your project business performance with expert support and strategic guidance.
    • Microsoft Dynamics 365 Enablement
      • Who we serve
        • Current D365 Finance UsersCurrently using or implementing Microsoft Dynamics 365 Finance ERP.
        • Evaluating D365 FinanceCurrently evaluating Microsoft Dynamics 365 Finance ERP.
      • Technology Implementation Services
        • PlanAutomateProven methodology for success with our technology.
        • Microsoft Dynamics 365Though projects is central to your company, we can also help with the rest of your ERP implementation to ensure complete alignment.
        • Extensions & CustomizationsEnsure the solution meets your specific business requirements.
  • AI
  • Resources
    • Customers
    • Events
      • Events: Microsoft Dynamics Communities Summit 2025
  • About
    • About
    • Leadership Team
    • Careers
Contact

Enterprise Project Management for Microsoft Dynamics 365 Finance | PlanAutomate EPM
  • Who We Help
  • What We Do
  • Solutions
    • EPM EssentialsThe Enterprise Project Management (EPM) foundation for your entire project organization.
      • Financials
        • Cost Breakdown StructureThe backbone of your project financials, an independent but fully integrated CBS.
        • Advanced Cost ControlsA sophisticated costing sheet supporting all aspects of the EAC process and month-end budget review.
        • Earned Value ManagementCompletely integrated budget and schedule metrics for automated earned value analysis.
        • Integrated Subcontract ManagementManage and control subcontracts with real-time integrated data between project operations and financials.
      • Operations
        • Work Breakdown StructurePlan and control every aspect of your project schedule.
        • Resource ManagementFull demand and capacity planning with automated conflict and overload detection.
        • Project-Supply Chain CoordinationYour project schedule automatically connects with your procurement and production processes.
      • Governance
        • Project Organizational StructureStandardize access and controls across large project organizations.
        • Project & Portfolio AnalyticsInstantly understand how your projects are performing across a number of financial and operational areas.
        • RAIDO SystemFull Risk, Issue and Opportunity tracking with resolution framework.
        • Change ControlComprehensive operational and financial variation controls that record and manage approvals of all project changes.
    • Advanced CapabilitiesKey project automation capabilities that empower your project teams.
      • Project ModelingDynamically generate estimates and schedules through curated and configurable project models.
      • High-Performance Project SchedulingAdvanced cloud-based project scheduling for the most complex projects.
      • Project-Driven Supply ChainYour schedule automatically tells MRP what you need and when, with delivery progress constantly aligned.
      • Schedule-Driven EstimationDynamic, data-driven approach to estimating labor, material, and expenses.
      • Schedule-Driven Month EndStreamline period close by seamlessly integrating project schedules with financial data.
      • Project Workflow EngineProjects progress automatically so assignments keep flowing.
      • Project AutopilotAutomated intelligence to manage projects by exception.
      • Executive Performance ScorecardSpot problem areas and track progress against strategic initiatives, for executive level management.
      • Project Organizational StructureStandardize access and controls across large project organizations.
      • Advanced AI for Project ManagementAI that uncovers factors that drive project success.
      • Enterprise ERP PoweredSecure, scalable, extendable and 100% embedded with your ERP, connecting your entire project organization.
    • AI for Project-Driven BusinessThe ultimate empowerment for executives and project teams alike.
      • AI-Powered Status ReportsDeep, contextual analysis, giving you instant, objective view of project momentum.
      • AI Project Trend AnalysisAccurately assess your project’s trajectory and intervene with targeted actions.
      • AI-Powered Risk AssessmentUncover hidden patterns and subtle signs of trouble, flagging issues weeks or months before.
      • AI Project Projections & ForecastingAnalyze your current performance trends to accurately predict future outcomes for budget, timeline, and scope.
      • AI-Powered Root Cause AnalysisDiagnose the true, systemic root cause of any issue, not just the surface-level symptoms.
      • AI Project Post-MortemUnderstand not only what happened, but why, with a data-driven plan to make sure it never happens again.
      • Counterfactual AnalysisDetailed counterfactual scenarios, showing how different decisions would have impacted project outcomes.
  • Services
    • Project Business Transformation
      • Getting Started
        • Readiness AssessmentHelp you understand where you stand and what you need for successful transformation.
        • Deep Needs AnalysisWe analyze your current processes and provide recommendations on what to fix.
        • Transformation Project SetupHelp you setup a proper project for completing a successful transformation, including requirements, stakeholders, budget, and evaluation process.
      • Core Engagement
        • Solution BlueprintDesign the optimal solution coupled with BPR and validate the approach before full implementation.
        • Business Process RedesignWe help you reengineer your processes to maximize the value from your new system.
        • Change ManagementChange management strategy and executive coaching, focusing on user adoption and value maximization.
        • Continuous Improvement & OptimizationEnsure you continually optimize your project business performance with expert support and strategic guidance.
    • Microsoft Dynamics 365 Enablement
      • Who we serve
        • Current D365 Finance UsersCurrently using or implementing Microsoft Dynamics 365 Finance ERP.
        • Evaluating D365 FinanceCurrently evaluating Microsoft Dynamics 365 Finance ERP.
      • Technology Implementation Services
        • PlanAutomateProven methodology for success with our technology.
        • Microsoft Dynamics 365Though projects is central to your company, we can also help with the rest of your ERP implementation to ensure complete alignment.
        • Extensions & CustomizationsEnsure the solution meets your specific business requirements.
  • AI
  • Resources
    • Customers
    • Events
      • Events: Microsoft Dynamics Communities Summit 2025
  • About
    • About
    • Leadership Team
    • Careers
Contact

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How to Manage Projects in Microsoft Dynamics 365 Finance and Empower Your Entire Project Organization

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How to Manage Projects in Microsoft Dynamics 365 Finance and Empower Your Entire Project Organization

Microsoft Dynamics 365 Project Operations: Who is it for?

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The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
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