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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Dynamics 365 Project Operations:

Give it a try! worth a shot! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

UR

Verified User in Research

Mid-Market (51-1000 emp.)

12/28/2017

"Microsoft Dynamics 365 for Project Service Automation Review"

2.5/5

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". Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.