Enterprise Project Management (EPM) for Dynamics 365 Finance

Enterprise Project Management (EPM) for Dynamics 365 Finance is the core solution offered by PlanAutomate, a boutique Microsoft System Integrator partner dedicated exclusively to project-centric organizations.

Why Choose Enterprise Project Management by PlanAutomate?

• Superior Value: Our Base EPM license includes more capability than Microsoft Project Operations for the same price.

• Fully Embedded: 100% native to Dynamics 365 Finance. No integrations, no data silos, and a single source of truth for your financials and operations.

• Modular Growth: Start with the strong foundation project-centric organizations need, then tailor your system with specialized Industry Kits and Advanced Feature Packages.

1. The Foundation: EPM Base

Everything you get with standard Project Operations, plus the critical tools project-based companies need to succeed—all included in the base license.

• Core Project Management: Integrated WBS, Resource & Capacity Management, and Quoting.

• Advanced Financials: A dedicated Cost Breakdown Structure (CBS) for precise financial control separate from operational schedules.

• Enhanced Usability: Enhanced timesheets, change management controls, and embedded Power BI reporting.

• Performance: A high-performance scheduling engine built to handle the complex requirements of large-scale project organizations.

2. Select Your Industry Kit

Tailor the system to your specific vertical with targeted operational add-ons.

• Construction Kit: Unifies scheduling with material logistics, quantity-based budgeting, progress billing, and subcontractor management.

• ETO Manufacturing Kit: Aligns engineering timelines with procurement and production. Includes "What-if" simulation, revenue forecasting, and project-supply chain coordination.

• Professional Services Kit: Maximizes billable utilization with resource capacity leveling, task-driven billing automation, and retainer management.

3. Add Advanced Capabilities

Empower your PMO and executives with optional enhanced packages.

• Governance: Standardize compliance with Project Autopilot (exception-based management), strict organizational access controls (POS), and automated Sensor Points for risk detection.

• Insight & Analysis: Leverage PlanVector AI to uncover hidden success factors, predict outcomes, and visualize portfolio health with advanced analytics.

• Advanced Project Management: Unlock Earned Value Management (EVM), complex scheduling logic (e.g., "Must Start On" constraints), and rigorous period-close procedures for large-scale ventures.

• Project Modeling: Revolutionize estimation by dynamically generating WBS and CBS structures from simple configuration questions—creating accurate quotes in minutes.

• Risk Management (RAIDO): A complete framework to track Risks, Assumptions, Issues, Dependencies, and Opportunities directly within your project workflow.

Transform Your Project-Driven Organization Today

Stop struggling with disconnected tools or rigid "one-size-fits-all" systems. Enterprise Project Management for Dynamics 365 Finance gives you the platform to deliver predictable, profitable projects with a system that fits your specific needs.

We are not just a software vendor; we are project experts. We are a boutique Microsoft Partner who specializes in selling and implementing the full Microsoft Dynamics 365 ERP stack (Finance and Supply Chain Management), enhanced by our embedded Enterprise Project Management (EPM) system. By focusing solely on project-based companies, we ensure your implementation is led by experts who understand your industry, not generalists.

The PlanAutomate Advantage

• A Complete ERP Partner: We deliver end-to-end Dynamics 365 implementations (Finance, SCM, and EPM) tailored specifically for project-driven needs.

• Specialized Expertise: Our implementations are led by project management veterans who understand the nuances of construction, engineering, and professional services.

• Superior Value: Our EPM Base license includes more capability than Microsoft Project Operations for the same price, with the flexibility to grow.