D365 Project Operations or Project Automation?

We are the #1 Dynamics Partner for Project-Driven Business

15+ Years Experience

PlanAutomate has been a trusted Microsoft partner since 2007, unlocking the full potential of Dynamics 365 Finance for project organizations.

Unique Focus on Project-Driven Business

We are the only Microsoft partner that works exclusively with project-driven organizations.

dynamics 365 project operations project automation

Struggling to Manage Projects in D365 Finance?

Download this Quick Guide:
Managing Projects in D365 Finance

Most project-driven organizations using Microsoft Dynamics 365 Finance still rely on spreadsheets and disconnected tools to manage complex projects. That’s a risk.

This quick-read guide helps you understand:

Why D365 Finance (even with Supply Chain) leaves a project control gap
What PlanAutomate has that Project Operations does not—and when to use each
What critical processes are missing in D365 for project companies
How to decide which solution is right for your project environment
How PlanAutomate can help put it all together for you in D365 Finance

Get instant access to the quick-read guide now:

Explore some our key project automation capabilities for Dynamics 365 Finance

Project Modeling

Revolutionize the way you build projects: Faster and with more Control.

Build complex projects in minutes instead of hours, days, or even longer.

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High-Performance Project Scheduling

Capable for even the biggest, most complex projects.

A robust, high-performance cloud-based scheduling engine that can seamlessly manage projects with thousands of tasks, resources, and dependencies spanning multiple years.

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Project-Driven Supply Chain

Seamless coordination of production and procurement with your projects.

ETO manufacturers, construction, and various project businesses that depend on accurate and timely delivery of materials need a project-driven supply chain.

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Schedule-Driven Estimation

Seamlessly Connect Your Project Schedule with Estimation & Budgeting

In complex projects, accurate estimation is everything. PlanAutomate ensures your estimates aren’t just guesses—they’re built directly from your project schedule.

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Schedule-Driven Month End

Precise Financial Control

Seamlessly integrate project schedules with financial data, ensuring real-time visibility into cost and revenue numbers.

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Project Autopilot

Intelligent Automated Oversight for Projects

Project Autopilot provides an intelligent, automated monitoring system that continuously scans project data for risks, anomalies, and deviations—giving project leaders real-time insights and proactive alerts before problems escalate.

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Project Organizational Structure (POS)

Governance & Control for Project Success

A built-in governance framework designed to help you automatically structure projects, manage stakeholders, and streamline decision-making.

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Executive Performance Scorecard

Clear Oversight of Project Business Success

For executives leading project-driven organizations, understanding business performance at a glance is critical.

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From Project Operations to: Project Automation

We help you evaluate and deploy the right Dynamics-based technology for your business needs.

Project Operations by Microsoft

Microsoft Dynamics 365 Project Operations is designed to support project-based organizations by providing tools for project management, resource planning, and financial tracking.

Whether you are currently evaluating or using Project Operations, or if you are experiencing issues with your Project Operations deployment, PlanAutomate has the expertise to help ensure your investment in Dynamics delivers maximum value.

Project Automation by PlanAutomate

PlanAutomate also delivers our own Project Automation system for Dynamics 365 Finance customers – the most advanced project capabilities available.

PlanAutomate Project Automation eliminates the manual burden of managing projects by seamlessly connecting schedules, budgets, financials, and operations—so your projects run smarter, faster, and with less effort.