Can PlanAutomate make it easier to upgrade from Dynamics AX to Dynamics 365 Finance?

Written by Matt Mong

Yes. In most cases, adding PlanAutomate as part of the upgrade to Dynamics 365 Finance means you can retire many of the system modifications you previously had to include to make Dynamics AX work for your company.

The out-of-the-box capabilities of Dynamics AX in support of project-centric companies are so poor that project businesses have been forced into extensive modification work or moving central workloads into third party point solutions and Excel spreadsheets. Adding PlanAutomate means that significantly fewer modifications are required and that you can retire most of your third party point solutions, including any interfaces between Dynamics AX and external applications you may have developed.

Whitepaper: Dynamics 365 project management and accounting vs PlanAutomate

Eliminating modifications is an essential exercise as you upgrade to Dynamics 365 Finance where updates from Microsoft are automatically applied up to 8 times per year. If you have custom modifications, it is your responsibility to validate that the modifications work as expected after each Microsoft upgrade. With the PlanAutomate solution, the validation against Microsoft updates is done by PlanAutomate, requiring no effort from you.

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Matt Mong

Matt is the CMO & Chief Product Evangelist at Adeaca. Matt leads Adeaca’s growth strategies and market positioning and serves as the company’s Chief Evangelist. He is responsible for driving the Adeaca's Microsoft Partner identity of the firm, focusing on delivering specialized Microsoft Dynamics 365 solutions to project-driven companies. Matt plays a central role in the company’s thought leadership, frequently appearing in podcasts, videos, and interviews to discuss the evolution of enterprise project management and AI.