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Dynamics 365 Project Operations Reviews & Product Details

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Dynamics 365 Project Operations Overview

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What is 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 Details

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Product Description

Dynamics 365 for Project Service Automation helps teams work efficiently by giving them automation technology and a complete view into their client relationships.

Seller

Microsoft

Description

Every company has a mission. What's ours? To empower every person and every organization to achieve more. We believe technology can and should be a force for good and that meaningful innovation contributes to a brighter world in the future and today. Our culture doesn’t just encourage curiosity; it embraces it. Each day we make progress together by showing up as our authentic selves. We show up with a learn-it-all mentality. We show up cheering on others, knowing their success doesn't diminish our own. We show up every day open to learning our own biases, changing our behavior, and inviting in differences. Because impact matters. Microsoft operates in 190 countries and is made up of approximately

8,000 passionate employees worldwide.

Overview Provided by:

Kyle Teegarden

Dynamics 365 Project Operations Media

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Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

5/5/2022

"Great tool for sales"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 cusomters 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.

Varun L.

Blockchain Consultant

Enterprise (> 1000 emp.)

3/2/2022

"Best flows automated"

3.5/5

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? Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Fabian P.

systems assistant

Mid-Market (51-1000 emp.)

7/22/2022

"Fabulouss"

4/5

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 Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Project Operations?

Nothing, everything is very good only the price Review collected by and hosted on G2.com.

Paul H.

IT Manager

Mid-Market (51-1000 emp.)

5/24/2022

"Less user friendly tool"

3.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Jacqueline G.

Account Executive

Mid-Market (51-1000 emp.)

3/30/2022

"Excellent tool"

5/5

What do you like best about Dynamics 365 Project Operations?

The possibilities of integrations and the ease of usability Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Project Operations?

Some crashes with a certain frequency and some difficulty for the filters Review collected by and hosted on G2.com.

Apoorv G.

Senior Analyst

Enterprise (> 1000 emp.)

9/10/2021

"Empowering Buisness through PSA"

4/5

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

david m.

Accountant

Mid-Market (51-1000 emp.)

8/16/2018

"Microsoft Dynamics 365 for Project Service Automation operation toward achieving organizational goal"

5/5

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Amir G.

Account Executive Recruitmnet Advertising

Publishing

Enterprise (> 1000 emp.)

7/20/2018

"Accounts"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Project Operations?

The difficult process of filtering account and information. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Public Relations and Communications

Mid-Market (51-1000 emp.)

1/28/2018

"Works well for sales"

3/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.