Is PlanAutomate built inside Dynamics 365 Finance?

Written by Matt Mong

project-centric business using PlanAutomate inside Microsoft D365 Finance

Yes. PlanAutomate is built inside Microsoft Dynamics 365 Finance. That means project execution, financial control, resource planning, costing, and performance reporting can stay connected in the same Microsoft ERP environment.

This is one reason PlanAutomate can be a safer choice for project-centric companies on D365 Finance. It avoids adding another disconnected project system and gives companies a simpler foundation that can expand as needs grow.

For broader ERP context, see Microsoft Dynamics 365 Finance and What is a Project ERP?.

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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.