Meet PlanAutomate at the Dynamics Communities Summit 2025

And learn how we can empower your project teams to deliver better project outcomes with Dynamics 365 Finance

Why Connect with PlanAutomate at the Summit?

For representatives of project-driven companies leveraging Microsoft Dynamics 365 Finance, optimizing project outcomes is a strategic imperative. PlanAutomate extends and enhances your D365 investment, transforming the Dynamics platform into a comprehensive operating system for project business.

How do we empower project teams?

Purpose-Built for Project-Driven Organizations

We deliver advanced solutions specifically designed for project-based business, unifying project operations, financials, and analytics into a single system of record.

Elevate the Role of Project Professionals

PlanAutomate elevates the role of project professionals from data administrators to strategic decision-makers by giving them real-time insight, automation, and control.

AI-Powered Insight and Interventions

AI in PlanAutomate isn’t just about reporting, it’s about intelligent analysis and foresight. Identify risks before they escalate and get well-reasoned recommendations to keep projects on track.

Seamlessly Built into Microsoft Dynamics 365 Finance

PlanAutomate is natively embedded in D365 Finance, offering a fully integrated, enterprise-grade solution that extends and enhances your investment in the Microsoft ERP platform.

Still Not Registered?

Use our discount code for 10% off: PlanAutoma10

Discount is applied during payment.

Find us at the show

Booth #1234

October 19 – 23, 2025
Gaylord Palms, Kissimmee, FL

Our experts will be on hand for overviews of our system and services and discussions tailored to your specific project challenges.

Schedule your meeting

Optimize your Summit experience by pre-scheduling a dedicated meeting with our specialists. Let’s discuss how PlanAutomate can empower your teams and drive greater profitability.

Your End-to-End Microsoft D365 Implementation Partner

Maximize your investment in Dynamics 365 Finance

Beyond the PlanAutomate system, we deliver complete Microsoft Dynamics 365 Finance implementation and consulting services for project-driven organizations under one roof.

Why this matters:

A full-service Microsoft partner with nearly 20 years of experience working in D365 for project-driven businesses.
Deep expertise in both core ERP (Finance) and project-driven business requirements.
One partner to plan, implement, and optimize your entire D365 platform for faster time to value and lower risk.