How to Manage Projects in D365 with AI Primer
How PlanAutomate will use AI to drive next generation project automation in Dynamics 365 Finance

Unlock the Business Value of your D365 Investment Using AI
AI holds enormous potential for project-driven enterprises—but only if the data is ready. Most organizations aren’t.
This guide explains why Project Automation in D365 is the critical foundation for bringing AI to life in your business. Learn how to eliminate data silos, capture the right project metrics, and transform your operational data into strategic insight – all within D365 Finance.
Download this document to learn:
- Why AI can’t succeed without structured, time-phased data
- How PlanAutomate delivers the real-time data model AI needs
- The business case: risk reduction, margin protection, and decision acceleration
- What your organization needs to do today to get AI-ready
- Real examples of PlanAutomate’s AI prototype (coming this year!)
With the right foundation, project organizations using D365 Finance have the opportunity to leap-frog their counterparts into the AI forefront. Download this ebook today to discover the right path to the effective use of AI in project management with PlanAutomate.