Microsoft Dynamics 365 Project Operations Reviews

“A complete platform for everything”

Pros

It's a very complete piece of software and we end up using it for almost everything across the company.

Cons

Honestly there's nothing wrong with it overall. Everything works very well and the only downside is the price.

“Feature-rich project automation”

Pros

The tool offers deep project automation capabilities, with a wide range of features available for users coming from Dynamics 365 Project Service Automation.

Cons

Compared with some other project automation platforms, this one is a bit less user friendly and in my view it's also not quite as user-friendly.

“user friendly tool”

Pros

It is very easy to use. The interface is user friendly and it keeps process automation, catalog creation and other sales-related tasks simple to handle. It also makes it convenient to monitor each team member's sales progress which helps spot any gaps or performance issues quickly when needed.

Cons

One issue is that the services can be somewhat unstable at times, with recurring crashes or request errors that force you to submit the same request more than once before it finally works properly. There are also moments when the application closes unexpectedly for no clear reason and it doesn't seem tied to hardware, just something random. On top of that direct live technical support is missing since there's no chat option, so any support request has to be sent by email.

“Powerful integrations and usability”

Pros

One of the best parts is how many integration options it offers and the platform is also very user-friendly to work with.

Cons

It does run into crashes from time to time with some regularity and the filtering can be a bit difficult to use.

“good for funding referral workflows”

Pros

Recently I needed to automate a Funding Referral system and make it available to both RMs and PMs and that part has worked out pretty well. The CRM side for customers has also been very good especially their self-service options around payments and funding referral processes within the payments domain.

Cons

I'd still like to see more API based connections with features exposed more smoothly for linking to other systems. There is some API integration available now but it doesn't feel broad enough yet.

“very awkward demo branding”

Pros

Built-in automation makes the system easier to follow, fields fill in automatically and reports can be produced quickly. That's pretty much what you'd expect from a Microsoft-backed platform.

Cons

The interface isn't very appealing especially with the sandbox label stuck in the middle of the page. It's hard to present the software properly to clients because rebranding it for demos cannot be done quickly.

“Excellent resource matching”

Pros

One of the best parts is how well it helps assign the most suitable available resource. The mobile interface is also really well done and makes it convenient to use on the go.

Cons

Getting familiar with the workflow does take a while, so some patience is needed at the beginning. Also, there are times when the error messages are not very user-friendly.

“Seamless cross-department coordination”

Pros

Across the organization this software connects different departments well which helps services flow without interruptions and supports overall goal achievement.

Cons

Because the platform is highly automated, it can limit how many people are able to use it effectively, since users need a strong level of training to operate it properly.

“provide access to vital accounts”

Pros

It lets users manage the accounts assigned by the organization while giving immediate access to the information that matters most to the business.

Cons

Filtering accounts and related information can be a bit difficult and takes some effort.

“Microsoft integration with a learning curve”

Pros

The thing that works really well is how this product supports our sales process especially since our workplace already relies heavily on Microsoft tools. It connects nicely with the other programs we use, so information moves from one platform to another without much hassle which makes day-to-day work a lot more convenient.

Cons

It is a little challenging to use because the system sometimes seems overly complex and packed with features for new users. There's definitely a learning curve at the beginning and I think a cleaner, more scaled-down version would be a better fit for a lot of people.

“Pricing and usability issues”

Pros

Its Outlook integration for tracking emails is the best part. And for some users, the system is fairly easy to learn and use but many people across the company still struggle with how user-friendly it actually is.

Cons

The cost is quite high and getting started with the program comes with a pretty steep learning curve. It's also difficult to work with on mobile devices and the experience on Macs is not very good.

“Helpful Outlook tracking”

Pros

One thing that works really well in Microsoft Dynamics 365 is how it lets the team share communications, leads and opportunities so everyone can use their time and effort more effectively. The connection with MS Outlook is especially useful. Its Outlook integration is also easy to use and makes it possible to track all communication inside the Sales module with just a click.

Cons

While integrating ERP software with this CRM is definitely valuable, there still seem to be some gaps in how it functions. We've run into quite a few cases where customers weren't assigned to the right salesperson and that ends up causing duplicate work across the sales team. The interface also needs improvement. Having used HubSpot before, the UI/UX there felt much better. It does look like the new Dynamics Business Edition is starting to address this, so hopefully the Enterprise Edition follows in the same direction.