# Dynamics 365 Project Operations Reviews **Vendor:** Microsoft **Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) **Average Rating:** 4.0/5.0 **Total Reviews:** 12 ## About Dynamics 365 Project Operations Dynamics 365 for Project Service Automation helps teams work efficiently by giving them automation technology and a complete view into their client relationships. ## Dynamics 365 Project Operations Reviews ### 1. Great tool for sales **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2022 **What do you like best about Dynamics 365 Project Operations?** It is very easy to use, proves to be very intuitive, and maintains great simplicity in the automation of processes as well as the creation of catalogs and other functions related to sales processes. It allows for easily reviewing sales progress of each team member and thus quickly identifying any type of shortcoming if necessary. **What do you dislike about Dynamics 365 Project Operations?** The Dynamics services are sometimes a bit unstable in terms of constant crashes or request errors, causing the request to be repeated more than once until the service is able to respond correctly or even the sudden closure of the application without a specific reason such as the type of hardware, it is something apparently random. Additionally, the lack of direct and live technical service, there is no kind of chat that allows direct support, the request must be made by email. **What problems is Dynamics 365 Project Operations solving and how is that benefiting you?** As I mentioned in what I liked the most, the greatest benefit found is reviewing the team's progress, that is, a complete monitoring of activities, client management, among others, all integrated in one place without having to rely on third-party programs or acquire more licenses. ### 2. I have been integrating my applications with D365 for past 6 years & realised key benefits for RMs. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** March 29, 2022 **What do you like best about Dynamics 365 Project Operations?** I have a need for automating Funding Referral system in my recent experience and have it exposed to RMs and PMs - which have been seamless. CRM aspects for customers and their self service with respect to Payments and Funding Referral aspects with Payments domain have been seamless. **What do you dislike about Dynamics 365 Project Operations?** I would prefer extensive API based integration and expose features seamlessly for integration. Currently, some part of API integration capability is available, but not extensive. **What problems is Dynamics 365 Project Operations solving and how is that benefiting you?** 4 different business benefits have been realised by me - 1) RMs and PMs direct access to their customers Payment transaction status. 2) Lending domain integration to understand loan position for cusomters by RMs and CSO 3) Commercial Customers Onboarding in Commercial Banking Domain 4) Customer Self serve aspects - across levels of business integration ### 3. Excellent tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jacqueline G. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** March 30, 2022 **What do you like best about Dynamics 365 Project Operations?** The possibilities of integrations and the ease of usability **What do you dislike about Dynamics 365 Project Operations?** Some crashes with some consistency and some difficulty for the filters **What problems is Dynamics 365 Project Operations solving and how is that benefiting you?** Ease in 360-degree customer view and integration between areas ### 4. Microsoft Dynamics 365 for Project Service Automation operation toward achieving organizational goal **Rating:** 5.0/5.0 stars **Reviewed by:** david m. | Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2018 **What do you like best about Dynamics 365 Project Operations?** this software provide link between different departments of an organization thus ensure free delivery of services and goal achievement **What do you dislike about Dynamics 365 Project Operations?** high level of automation limit number of users since one has to be highly trained to operate the software **Recommendations to others considering Dynamics 365 Project Operations:** Microsoft Dynamics 365 for Project Service Automation is the software to go for if you want to remain at the top of the competitive business field **What problems is Dynamics 365 Project Operations solving and how is that benefiting you?** in my coffee milling company Microsoft Dynamics 365 for Project Service Automation allow me create links between personnel undertaking different task projects which increases the level of productivity ### 5. Accounts **Rating:** 5.0/5.0 stars **Reviewed by:** Amir G. | Account Executive Recruitmnet Advertising, Publishing, Enterprise (> 1000 emp.) **Reviewed Date:** July 20, 2018 **What do you like best about Dynamics 365 Project Operations?** The programs allows users to manager accounts designated by the organization and allowing instant access to inflammations that are crucial to the business. **What do you dislike about Dynamics 365 Project Operations?** The difficult process of filtering account and information. **Recommendations to others considering Dynamics 365 Project Operations:** It does take some time to get uses to it but that should not effect the learning curve for users. **What problems is Dynamics 365 Project Operations solving and how is that benefiting you?** The programs is used as a tool to access account for the propose of selling. Tracking activities is a benefit. ## Dynamics 365 Project Operations Discussions - [What is PSA Microsoft?](https://www.g2.com/discussions/what-is-psa-microsoft) - [What are the features of Microsoft Dynamics 365?](https://www.g2.com/discussions/dynamics-365-project-service-automation-what-are-the-features-of-microsoft-dynamics-365-84e3e460-8a0f-4437-881e-5cac40a4728d) - [What are the features of Microsoft Dynamics 365?](https://www.g2.com/discussions/dynamics-365-project-service-automation-what-are-the-features-of-microsoft-dynamics-365) - [What is Microsoft Dynamics 365 project service automation?](https://www.g2.com/discussions/dynamics-365-project-service-automation-what-is-microsoft-dynamics-365-project-service-automation) - [What is Microsoft Dynamics 365 project service automation?](https://www.g2.com/discussions/what-is-microsoft-dynamics-365-project-service-automation) - [View Dynamics 365 Project Operations pricing details and edition comparison](https://www.g2.com/products/dynamics-365-project-operations/reviews?filters%5Bnps_score%5D%5B%5D=5§ion=pricing&secure%5Bexpires_at%5D=2026-05-25+23%3A45%3A46+-0500&secure%5Bsession_id%5D=61bf4323-2e4e-4303-a0b8-bada5eb0b2b5&secure%5Btoken%5D=757e73215d19cbea9c7f0c25953365bb76dd3b1fd37fd68f4b5317476142e292&format=llm_user) ## Dynamics 365 Project Operations Features **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Analytics** - Forecasting - Reporting - KPIs **Administration** - Standard Integrations - Workflow - Access Management **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Generative AI** - AI Text Generation - AI Text Summarization **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance ## Top Dynamics 365 Project Operations Alternatives - [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) - 4.3/5.0 (683 reviews) - [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) - 4.2/5.0 (1,451 reviews) - [SuiteProjects Pro](https://www.g2.com/products/suiteprojects-pro/reviews) - 3.7/5.0 (225 reviews)