Dynamic 365 Finance & Supply Chain Management Implementation for Project Companies

PlanAutomate is a boutique Microsoft partner for project-centric companies. We implement Microsoft Dynamics 365 Finance and Supply Chain Management for project-centered processes. Our Enterprise Project Management (EPM) suite is fully embedded in Dynamics 365 Finance to deliver a single, unified source of truth across finance, projects, and operations.

Who we help: engineering & construction, ETO/project-driven manufacturing, aerospace & defense, energy & utilities, and professional services organizations that need tighter control of complex delivery, costs, resources, and margins.

What you get: • End-to-end implementation and advisory for Dynamics 365 Finance + Supply Chain Management (greenfield, upgrade, or “rescue/optimize” of an existing environment) • Project-driven solution blueprinting and business process redesign (process-first approach) • Configuration, extensions, integrations, data migration, testing, training, and go-live/Hypercare • EPM capabilities that close the “project control gap” in ERP: estimation, scheduling, costing, resource management, governance, and insight packages that scale with your needs

Project-to-supply-chain alignment: PlanAutomate connects project schedules and budgets to procurement, production, and material planning, so MRP and supply chain activities stay aligned as projects change, with real-time visibility into constraints and delivery progress.

Why PlanAutomate: • Trusted Microsoft partner since 2007, focused on project-driven business outcomes • Deep, native integration on the same Microsoft platform as Dynamics 365 Finance, reducing data silos, manual work, and disconnected tools

Result: faster decisions with consistent data, improved predictability and profitability on projects, and an ERP platform that supports the way your business actually runs.