Dynamics 365 Project Operations Reviews & Product Details

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.

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.

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.

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.

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.

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.

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.

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.

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

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

An excellent process to assign the best available resource, excellent interface for mobile as well Review collected by and hosted on G2.com.

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.

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.

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.

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.

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

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.

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.

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.

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.