Microsoft Dynamics 365 for Utilities
One cloud platform to run your entire utilities business
A sustainable business system for your sustainable business.
All-in-one business management cloud solutions for utility infrastructure companies based on Microsoft Dynamics 365 and the Azure Cloud.
Enhance visibility
Improve planning
Streamline procurement & production
Optimize fulfillment processes
A complete solution for energy & utility companies
Energy projects are growing in size and complexity. From managing these projects and their financials to collaborating with contractors and project owners, we cover your business end-to-end.
Manage 360
Design and install systems for oil, gas, solar, wind, biomass, geothermal, or ethanol on one platform.
Increase agility
Adapt quickly to changing market conditions and legislation.
Manage risk
Integrate your business processes so you always know your situation instantly.
Automatically Align Your Utility Infrastructure Projects with Your Supply Chain & Production
PlanAutomate ensures seamless integration between your project schedules and budgets and your supply chain operations, including procurement and production, keeping everything aligned for optimal efficiency.
Automated Material Planning
Project schedules automatically inform Material Requirements Planning (MRP) to ensure timely procurement, production, and delivery.
Real-Time Supply Chain Visibility
Track material availability and delivery progress in real time to prevent delays.
Replan with Material Constraints Built in
As your project schedule changes, your supply chain constraints are always visible so you can plan accordingly.
Seamless Procurement & Production Integration
Link project requirements directly to purchasing and production activities for streamlined sourcing.
Get the most powerful project system built into Dynamics 365 Finance for the same price as Project Operations
Project Operations
$135
user/m
Microsoft’s default project module for D365 Finance with standard project management capabilities with a single WBS structure and basic features. No upgrades or product expansions available.
Key Features
- Project scheduling (WBS)
- Resource & capacity management
- Quoting & Templates
- Costing & Budgeting
- Power BI reporting
vs.
PlanAutomate EPM
$135
user/m
Our core Enterprise Project Management (EPM) product has all the same project management functionality as Project Operations in a more capable system that’s embedded in D365 Finance. Plus, you gain the ability to grow into other features.
Key Features
- Project scheduling (WBS)
- Resource & capacity management
- Quoting & Templates
- Costing & Budgeting
- Power BI reporting
plus
- Faster performance for projects of any size
- Dedicated Cost Breakdown Structure (CBS) with periodization for better cost control
- Enhanced timesheets for streamlined time recording
- Change management controls
- Implementation led by project experts
- Ability to add on advanced features as you need for your industry or business (see here)
+$USD per user per month paid yearly.
See how we can add features to meet your business’ needs
|
Compare to:
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PlanAutomate EPM Essentials
Base
€135 /mo
|
AEC
Add-on
€60 /mo
|
ETO Manufacturing
Add-on
€60 /mo
|
Professional Services
Add-on
€60 /mo
|
Insight & Analysis
Add-on
€30 /mo
|
Governance
Add-on
€30 /mo
|
Advanced PM
Add-on
€60 /mo
|
Project Modeling
Add-on
€20 /mo
|
Risk Mgmt.
Add-on
€20 /mo
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Insights and analysis
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| Power BI cubes | |||||||||||||||
| Embedded Power BI reports | |||||||||||||||
| Portfolio analytics | |||||||||||||||
| Portfolio performance | |||||||||||||||
| Performance index | |||||||||||||||
| PlanVector AI | |||||||||||||||
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AI Project Analysis
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| Status Reports | |||||||||||||||
| Trend Analysis | |||||||||||||||
| Projections & Forecasts | |||||||||||||||
| Root Cause Analysis | |||||||||||||||
| Risk Assessment | |||||||||||||||
| Post-Mortem Analysis | |||||||||||||||
| Counterfactual (What-if) Analysis | |||||||||||||||
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Planning
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| Work Breakdown Structure (WBS) | |||||||||||||||
| Gantt & drag and drop | |||||||||||||||
| Critical path and float | |||||||||||||||
| Task network | |||||||||||||||
| Role and resource scheduling | |||||||||||||||
| Capacity management | |||||||||||||||
| Soft/hard commit | |||||||||||||||
| Auto assign resources | |||||||||||||||
| Task and Gantt filtering | |||||||||||||||
| Task workflow | |||||||||||||||
| Custom grid views | |||||||||||||||
| Activity backlog | |||||||||||||||
| WBS sensor points | |||||||||||||||
| Manual tasks | |||||||||||||||
| Material planning | |||||||||||||||
| Material constraints | |||||||||||||||
| What-if simulation | |||||||||||||||
| Capacity leveling | |||||||||||||||
| Task driven serviceline and line property | |||||||||||||||
| Custom project/role/task attributes | |||||||||||||||
| Baselines | |||||||||||||||
| Embedded projects (WBS) | |||||||||||||||
| Constraint types | |||||||||||||||
| Gateway reviews and deadline management | |||||||||||||||
| Task tags | |||||||||||||||
| Project calendar | |||||||||||||||
| Project phases | |||||||||||||||
| Schedule backwards from finish | |||||||||||||||
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Estimation
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| Budget versions | |||||||||||||||
| Templates | |||||||||||||||
| Create from quote | |||||||||||||||
| Create from existing project | |||||||||||||||
| Approvals | |||||||||||||||
| Copy from WBS | |||||||||||||||
| Import/Export XML | |||||||||||||||
| Cashflow | |||||||||||||||
| Qty budgets | |||||||||||||||
| Retainers | |||||||||||||||
| Models | |||||||||||||||
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Cost breakdown structure
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| Embedded projects (CBS) | |||||||||||||||
| Posting status | |||||||||||||||
| EVA principles | |||||||||||||||
| Cost codes & cost code reporting | |||||||||||||||
| Period close | |||||||||||||||
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Portfolio organization
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| Stakeholder workspace | |||||||||||||||
| Auto pilot | |||||||||||||||
| Project sensor points | |||||||||||||||
| Stakeholders | |||||||||||||||
| POS security | |||||||||||||||
| Batch lists | |||||||||||||||
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Costing sheet
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| Cost (view) | |||||||||||||||
| Revenue (view) | |||||||||||||||
| By category | |||||||||||||||
| By category group | |||||||||||||||
| Embedded projects | |||||||||||||||
| CTC and EAC | |||||||||||||||
| Variance tracking | |||||||||||||||
| Contract line items (view) | |||||||||||||||
| Dedicated Cost Breakdown Structure (CBS) | |||||||||||||||
| Budget periods | |||||||||||||||
| CBS sensor points | |||||||||||||||
| Variance reason codes | |||||||||||||||
| Deliverables (view) | |||||||||||||||
| Change control (view) | |||||||||||||||
| WBS estimate (view) | |||||||||||||||
| Revenue to complete (view) | |||||||||||||||
| Get WBS estimates | |||||||||||||||
| Retainer | |||||||||||||||
| Burn rate (view) | |||||||||||||||
| Earned value (view) | |||||||||||||||
| RAIDO (view) | |||||||||||||||
| Labor quantities (view) | |||||||||||||||
| Cashflow | |||||||||||||||
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Portfolio management
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| Project portfolios | |||||||||||||||
| Portfolio status | |||||||||||||||
| Portfolio sensor points | |||||||||||||||
| Project breakdown structure | |||||||||||||||
| Project budget periods | |||||||||||||||
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Risk management
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| RAIDO register | |||||||||||||||
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Change management
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| Revisions | |||||||||||||||
| Change orders | |||||||||||||||
| Change requests | |||||||||||||||
| Copy Change set | |||||||||||||||
| Copy WBS | |||||||||||||||
| WBS change sets | |||||||||||||||
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Resource management
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| Resource attributes | |||||||||||||||
| Calendars and exceptions | |||||||||||||||
| Resource loan management | |||||||||||||||
| Grade, service & location | |||||||||||||||
| Labor rates by grade and service line | |||||||||||||||
| Project resourcing (dispatch) | |||||||||||||||
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Workspaces
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| Project management | |||||||||||||||
| Project team member | |||||||||||||||
| Project costing | |||||||||||||||
| Project planning | |||||||||||||||
| Project change management | |||||||||||||||
| Project capacity management | |||||||||||||||
| Project material constraints | |||||||||||||||
| Project subcontract management | |||||||||||||||
| Project stakeholder | |||||||||||||||
| Project period close | |||||||||||||||
| Project RAIDO | |||||||||||||||
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Subcontract management
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| Subcontract management | |||||||||||||||
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Timesheet management
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| My assignments & widget | |||||||||||||||
| Team member workspace | |||||||||||||||
| My calendar | |||||||||||||||
| Task status update | |||||||||||||||
| My tracked RAIDO | |||||||||||||||
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AI Agents
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| Project Analyst | |||||||||||||||
| Time Entry & Expense | |||||||||||||||
| PayFlow | |||||||||||||||
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Other
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| Fee Estimator | |||||||||||||||
| Electronic invoicing | |||||||||||||||
| Experience mgt. | |||||||||||||||
| Mobile access | |||||||||||||||
| AI Brief builder | |||||||||||||||
| Whitespace analysis | |||||||||||||||
| Copilot & AI Automation | |||||||||||||||
Explore how we enable your people to do more
Augment Your Team with an AI Expert
Amplify your team’s intelligence with causally-aware AI analysis that collaborates and steers projects to success.
Imagine if everyone on your project team had access to a project management veteran with 20 years experience, whose job it is to constantly analyze their projects looking for subtle issues that could turn into big problems later.
That’s what we built.
Learn moreProject Modeling
Revolutionize the way you build projects: Faster and with more Control.
Build complex projects in minutes instead of hours, days, or even longer.
Learn moreHigh-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.
Learn more
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.
Learn more
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.
Learn more
Schedule-Driven Month End
Precise Financial Control
Seamlessly integrate project schedules with financial data, ensuring real-time visibility into cost and revenue numbers.
Learn more
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.
Learn more
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.
Learn more
Executive Performance Scorecard
Clear Oversight of Project Business Success
For executives leading project-driven organizations, understanding business performance at a glance is critical.
Learn more
Are You Ready for Transformation?
Before you delve into Project Automation, get your project organization ready for a successful transformation. Our How to Prepare for Project Automation Transformation Guide is designed to help you lay the groundwork for a smooth and effective transition.
This guide outlines essential steps to help you:
- Analyze your project process challenges and how to prioritize their impact on the business
- Form a team of stakeholders that will drive your transformation
- Establish a realistic budget that aligns with your strategic goals
- Develop a clear roadmap of your transformation and how to get there
Real stories in energy and utilities
ICM Powers Project-Driven Production and Construction with PlanAutomate
Industries: Energy, Construction, ETO Manufacturing
ICM engineers, builds, and supports the biofuels industry’s most efficient and innovative ethanol plants. Success depends on precise project-driven production and procurement—ensuring the right materials are available at the right time.
With thousands of tasks and components in each project, aligning live project schedules with ongoing production is a complex challenge. Traditional tools fall short in managing this scale while integrating with MRP. PlanAutomate solves this problem by seamlessly synchronizing projects, procurement, and production in a single system, keeping ICM’s entire operation aligned and running efficiently.
Ready to empower your team with PlanAutomate?
Reach out to us today to schedule a consultation.
Get Started