Your upgrade options
Microsoft Planner
Premium
Dynamics 365 Project Operations
Side-by-side feature overview
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| Project sales process |
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| Project management |
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| Portfolio management |
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| Resource management |
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| Time and expense tracking |
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| Actuals/financials |
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| Invoicing |
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| Subcontracting |
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| Integration with Microsoft 365 |
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| Critical path/baseline |
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Consult an expert
proMX’s upgrade journey
Assess & plan
Review data and processes
- Review data structure, processes, and reports
- Define migration scope (active projects, historical data, user groups)
- Plan data cleanup and standardization
- Assess AI readiness
Configure & map
Align with Planner and Project Operations
- Set up the target environment
- Map data fields and configure the migration package
- Replicate essential business logic and security model
- Incorporate new functionality
Migrate & validate
Move data, train users, go live
- Perform pilot and iterative data loads
- Migrate related data
- Validate and reconcile migrated data
- Conduct UAT and train users
- Execute go-live migration
Free 1-day AI-powered migration assessment workshop
- Review your current use and deployment of Project Online
- Determine the best path forward (Planner Premium or Project Operations)
- Receive a recommendations report: where to go, why, and what the effort would be
- Take the guesswork out of your migration and start with a clear, expert-backed roadmap
Why choose proMX?
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