PlanAutomate’s Matt Mong Defines New AI Offering To Be Highlighted at Community Summit
Giuseppe Ianni, VP, Community Director, Attendees & Activations, is joined by Matt Mong, VP of Sales and Marketing, PlanAutomate, to discuss the company’s presence at Summit NA 2025 and what exciting announcements they’ll be unveiling.
Agents & Copilots are defining the future of Dynamics, CRM, Power Platform, Azure, Fabric, and more. Register for Community Summit NA 2025, running October 19-23 in Orlando, FL, to explore and discover what this means to you.
Key Takeaways
- Overview: Plan Automate has been a part of the ecosystem since 2007, offering a comprehensive project system for Microsoft Dynamics 365 Finance that covers everything from estimation and budgeting to operations, governance, and analytics. In addition to this solution, Mong shares that the team has launched a new AI product to enhance its offerings.
- AI offering: Mong describes PlanAutomate’s new AI offering as a “veteran AI project analyst” that acts like “a project manager with 20 or 30 years of experience just at your fingertips at all times.” This AI is embedded directly into the product and trained on hundreds of real projects, enabling it to provide predictive insights and causal analysis beyond typical chatbots like ChatGPT or Copilot.
- Impact on users: The new AI offering is designed to make PlanAutomate’s robust project system more accessible by simplifying how users interact with vast amounts of real-time data. Through a familiar chatbot interface, users can quickly surface key issues and insights, enabling smarter, faster decision-making even within complex systems.
- Connect with PlanAutomate: PlanAutomate will be at Booth #1234 on the Expo Floor at Community Summit NA. Stop by the booth to learn more about the company and its new offerings, or schedule a meeting here.
