G2

Verified User in Banking

Enterprise (> 1000 emp.)

3/29/2022

"I have been integrating my applications with D365 for past 6 years & realised key benefits for RMs."

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 customers by RMs and CSO 3) Commercial Customers Onboarding in Commercial Banking Domain 4) Customer Self serve aspects - across levels of business integration Review collected by and hosted on G2.com.