# 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. Best flows automated **Rating:** 3.5/5.0 stars **Reviewed by:** Varun L. | Blockchain Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2022 **What do you like best about Dynamics 365 Project Operations?** The flows are automated to understand the system better, the fields can be populated automatically, and reports generated swiftly. What else do you want from a Microsoft-backed product? **What do you dislike about Dynamics 365 Project Operations?** It doesn't look pleasing with that sandbox title in the center of the page, which cant be removed for demoing the software to clients as it can't be rebranded very quickly. **What problems is Dynamics 365 Project Operations solving and how is that benefiting you?** the insights of after order processing reports and slicing and dicing of data is very handy but at the same time w ecan forget those tedious data entry jobs that are cumbersome. ### 4. Fabulouss **Rating:** 4.0/5.0 stars **Reviewed by:** Fabian P. | systems assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2022 **What do you like best about Dynamics 365 Project Operations?** it is a very complete software and we use it for almost everything in the company **What do you dislike about Dynamics 365 Project Operations?** Nothing, everything is very good only the price **What problems is Dynamics 365 Project Operations solving and how is that benefiting you?** I help to keep track of inventories and production in a timely manner ### 5. Less user friendly tool **Rating:** 3.5/5.0 stars **Reviewed by:** Paul H. | IT Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Dynamics 365 Project Operations?** In-depth project automation tool. Lots of features are available for users in Dynamics 365 Project Service Automation. **What do you dislike about Dynamics 365 Project Operations?** I find it a little less intuitive than some other project automation tools, it is also a little less user-friendly in my opinion. **What problems is Dynamics 365 Project Operations solving and how is that benefiting you?** Automating certain projects across the sales force and IT department. ### 6. 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 ### 7. Empowering Buisness through PSA **Rating:** 4.0/5.0 stars **Reviewed by:** Apoorv G. | Senior Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** September 10, 2021 **What do you like best about Dynamics 365 Project Operations?** An excellent process to assign the best available resource, excellent interface for mobile as well **What do you dislike about Dynamics 365 Project Operations?** Learning the process can take time, so you have to be patient; sometimes, the errors are not user-friendly. **What problems is Dynamics 365 Project Operations solving and how is that benefiting you?** Productivity challenges resource allocation- best resource available is allocated ### 8. 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 ### 9. 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. ### 10. Works well for sales **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2018 **What do you like best about Dynamics 365 Project Operations?** This is a good product to help with our sales; it integrates easily with other Microsoft programs which is what is used primarily in my workplace. so, it talks well with the other programs and makes it simple to transfer information from one platform to another. **What do you dislike about Dynamics 365 Project Operations?** It is sometimes a bit too complicated and robust for new users, so there's a bit of a learning curve to get started. A slicker, more scaled back version would probably be beneficial for many users. **Recommendations to others considering Dynamics 365 Project Operations:** I would consider adding a feature that allows for scaled down versions so that the options and abilities aren't overwhelming for new users. This is a great option for each business, though, from the ones on the lower end who dot need quite as much functionality to the ones on the higher end who make use of all the intricate features and capabilities. **What problems is Dynamics 365 Project Operations solving and how is that benefiting you?** This helps us with the sales side of our department. ### 11. Helps Organization say all on the same page! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** December 26, 2017 **What do you like best about Dynamics 365 Project Operations?** Microsoft Dynamics 365 allows you to share communications, leads and opportunities to make the best use of your team's time and effort. I like how it connects with MS Outlook. The Outlook integration is also simple and easy to use and allows for all communication tracking within the Sales module with a click of a button. **What do you dislike about Dynamics 365 Project Operations?** Although the ability to integrate ERP software with this CRM is useful, there seems to be some holes in the function. We've experienced many instances where customers are not properly assigned to the correct salesperson, which can lead other sales people to duplicate efforts.The UI could definitely use some improvement, having used HubSpot previously, they had a great UI/UX. With the new Dynamics Business Edition, it appears they are addressing this and will ultimately do the same in the Enterprise Edition. **Recommendations to others considering Dynamics 365 Project Operations:** Give it a try! worth a shot! **What problems is Dynamics 365 Project Operations solving and how is that benefiting you?** Microsoft Dynamics 365 allows sales people to quickly check to see if a particular customer is already being prospected by another salesperson the their company. This is especially useful if the company in question is not a current customer and doesn't appear in the ERP. ### 12. Microsoft Dynamics 365 for Project Service Automation Review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Research | Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2017 **What do you like best about Dynamics 365 Project Operations?** Has interface with Outlook for tracking emails. Easy to use and learn for some people, but many people in the company have issues with it being "user friendly". **What do you dislike about Dynamics 365 Project Operations?** High pricing and steep learning curve when using program in the beginning. Hard to use on mobile devices. Not great with Macs. **Recommendations to others considering Dynamics 365 Project Operations:** Have group training in how to use this product so employees can help each other learn how to use it. **What problems is Dynamics 365 Project Operations solving and how is that benefiting you?** n/a ## 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?section=pricing&secure%5Bexpires_at%5D=2026-05-16+18%3A22%3A04+-0500&secure%5Bsession_id%5D=5616d63c-9ebf-4497-92cd-e02f7b677290&secure%5Btoken%5D=059e75f483f4eead6b67738b0192cbd674831b3b1fb5895fae1104091a5f0602&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)