Services: Microsoft Dynamics 365 Finance Enablement
Ensure you understand Dynamics 365 Finance and your investment delivers maximum value
As a project-driven organization, it is key to understand how Dynamics 365 Finance and its related systems can deliver value for your company.
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 Business
We help assess your project-driven business requirements, redesign your processes, and select the right technologies on the Microsoft platform to deliver maximum value.
What is your current situation?
Why choose PlanAutomate for Dynamics: We do things differently
Process-first Approach
We don’t just implement technology. We start with your business processes. We analyze and reengineer your processes for optimal efficiency and then provide the technology to systemize them.
- Ensures your processes are set up in the most efficient manner
- Makes certain the system you use is aligned with your processes and delivers maximum value
Project Expertise
Our consultants come directly from project-driven organizations like yours with decades of complex project management experience and having gone through technology-driven transformations themselves.
- Ensures we understand your problems thoroughly
- Enables us to provide service beyond what anyone else in the Dynamics ecosystem can do
Broadest Technology Options
We offer the widest array of project solutions in the Microsoft Dynamics ecosystem, including Project Operations as well as our own Project Automation system. This allows us to serve straightforward service organizations as well as the most complex engineering and project-driven manufacturing companies.
- Ensures you get the right set of technology to solve your problems
- Enables you to grow and scale your company on the same platform
PlanAutomate is the only partner in the Microsoft ecosystem with this distinct project-driven business focus.
Currently Evaluating D365 Finance
What can D365 Finance deliver for your project organization?
PlanAutomate has been working with Dynamics customers for nearly 20 years. Our experts consultants have experience working with the widest range of project types, from the simplest professional services to the most complex ETO manufacturing.
No matter your needs, PlanAutomate can help you navigate the ins and outs of D365 for project-driven organizations.
Our Proven Method for Helping Dynamics Evaluators
Our approach ensures we identify solve the most important project business issues.
Analyze
We thoroughly evaluate your processes to identify any inefficiencies and how the new system will eliminate them.
Recommend
We offer a tailored solution to meet your unique business needs that may include process redesign, implementing the right technology, and providing PlanAutomate project automation as a supplemental system.
BPR
We conduct thorough business process redesign (BPR) as needed to ensure optimal process and technology alignment.
Implement
We execute technology improvements ranging from implementing and optimizing D365 Finance and Project Operations to deploying PlanAutomate project automation.
Currently Using or Implementing D365 Finance
If you’re facing challenges with running projects effectively in Dynamics 365 Finance, you’re not alone. PlanAutomate has been a trusted Microsoft partner since 2007, unlocking the full potential of Dynamics 365 Finance for project organizations all over the world.
What is your current situation with D365 Finance and Project Operations?
We are happy but Limited
- Some success with Project Operations
- Limited in scope of what we can do
How we help:
PlanAutomate can help expand your capabilities and show you how to achieve greater efficiency and control without starting over.
We don’t have the right solution
- Project Operations didn’t live up to your initial expectations
- Adjusted your goals to make it work
How we help:
PlanAutomate specializes in uncovering your organization’s true project needs and aligning the right solutions to meet them effectively.
Stopped rolling out Project Operations
- Invested in Project Operations, but it didn’t deliver the functionality promised
- Stopped implementing it and trying to figure out next steps
How we help:
PlanAutomate can evaluate your challenges, provide the expertise needed to get your systems up and running, and offer a better path forward.
Failed D365 Implementation
- Dynamics 365 Finance and Project Operations implementation didn’t work as planned
- Unsure if you will continue with Dynamics
How we help:
With PlanAutomate’s deep expertise in project business, we’ll identify what went wrong and provide a roadmap to salvage your platform and deliver the results you need.
Common Issues We Solve for D365 Customers
Some critical capabilities you may be lacking:
- Your current system cannot handle your large and complex projects
- System slowdowns impact efficiency
- Ineffective resource management and capacity planning
- Lack of KPIs and analytical capabilities
- Disconnects between project data and financial or supply chain systems
Limited support for critical processes may include:
- Monthly EAC and budgeting
- Earned value management
- Risk management and mitigation
- Change management
- Project estimation
- Advanced project scheduling practices
- What-if scenario analysis
Business problems you may be experiencing as a result:
- Lack of visibility and timely insight into project performance
- Elevated risk and uncertainty profiles
- Inflated contingency budgets
- Inadequate governance and control over processes
- Constrained scalability and agility
- Underutilized resources
- Inefficient coordination across business units
- Limited decision-making capabilities
All of these problems just examples, as there could be any number of issues you are experiencing.
Contact PlanAutomate to find out how we can help you today.
Project Modeling in Microsoft Dynamics 365 Finance
How to estimate projects in D365 Finance
Project Modeling or anything remotely similar has never been done before PlanAutomate Project Modeling. Therefore, you will not find Project Modeling in D365PO. However, PlanAutomate offers the very first Project Modeler as part of its Project Automation system for Dynamics 365.
Read more
Ready to talk about project automation?
Reach out to us today to schedule a consultation.
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