LiquidPlanner vs Dynamics 365 Project Operations

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Our analysts compared LiquidPlanner vs Dynamics 365 Project Operations based on data from our 400+ point analysis of Project Management Software, user reviews and our own crowdsourced data from our free software selection platform.

LiquidPlanner Software Tool
Dynamics 365 Project Operations Software Tool

Product Basics

LiquidPlanner is a cloud-based solution that lets teams monitor and collaborate while managing resources, projects and portfolios. It uses a distinct scheduling methodology that focuses on prioritizing tasks. It provides a simple drag-and-drop interface, social communication tools and integrations to support project workflows of all sizes.

It matches the needs of SMEs and large enterprises in industries like IT, professional services, marketing teams, development management and more. It provides a 14-day free trial and a professional plan priced per user per month. It also offers an enterprise plan, which is ideal for large organizations.
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Dynamics 365 Project Operations streamlines project management within a broader Enterprise Resource Planning (ERP) system. Aimed at organizations heavily reliant on project delivery, it manages the entire lifecycle – from quotes and scheduling to resource allocation, cost tracking, and invoicing. This integrated approach offers benefits like real-time project visibility, improved resource utilization, and streamlined financial management. Popular features include visual project scheduling tools, role-based dashboards, and automated workflows. User experiences emphasize ease of use and flexibility, catering to both project managers and back-office teams. Pricing typically involves a monthly subscription fee per user, making it scalable to organizational needs. However, the comprehensive nature may not be cost-effective for smaller firms with simpler project requirements.

Pros
  • Streamlined workflows
  • Real-time project visibility
  • Improved resource management
  • Financial integration
  • User-friendly interface
Cons
  • Potentially complex setup
  • Costly for smaller businesses
  • May require customization
  • Learning curve for new users
  • Limited reporting options
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$15/User, Monthly
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Tailored to your specific needs
$95/User, Monthly
Get a free price quote
Tailored to your specific needs
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Windows
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Android
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Cloud
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Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
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Videos
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Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
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24/7 Live Support

Product Insights

  • Smart Scheduling: Comes with an insight algorithm engine that automatically adapts to schedule changes. Any changes made to dates, priorities and task dependencies are automatically updated in real-time based on member availability for more efficient workflows. 
  • Effective Collaboration: Reduce team meetings and email silos by collaborating using the comment section. Organize comments and notify individual team members by using @ mentions and tags. 
  • Streamline Task: Create and assign tasks that can be broken into subtasks for each project. Checklist items under subtasks can also be assigned to one or more members to help meet deadlines. 
  • Visualization: Dashboards simplify project visualization using highly customizable widgets dynamically linked to the workplace. Measure and track KPIs. Creative teams can share visual concepts or communicate with clients about key project statuses. 
  • Time Tracking: Track actual working hours for each task, event or milestone. Members can enter multiple time entries to add additional time to tasks. Each member has a personal timesheet, and managers can review and export timesheet data. 
  • Advanced Analytics: Analytics and reporting are highly customizable, enabling project teams to produce roll-up reports across all data dimensions. Gain insight into current plan data, including delta calculations, by comparing the original plan to what actually happened. 
  • Job Costing: Calculates project cost automatically based on submitted timesheets, helping management monitor budgets. 
  • Leverage Integration: Integrate with Google Drive, Dropbox and Box to enable direct file uploading and live document linking. Automate work and boost productivity by connecting LiquidPlanner with 2,000+ other apps. 
  • Mobile Application: Available on iOS and Android, users can view projects, collaborate, track time, update progress and more from anywhere at any time. 
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  • Enhanced project visibility: Gain real-time insights into project status, progress, costs, and resource utilization across the entire portfolio. Track key metrics and identify potential bottlenecks early on.
  • Improved resource management: Optimize resource allocation and utilization by matching skills to project needs. Align project demand with available capacity and proactively address resource shortages.
  • Streamlined financial management: Integrate project financials with accounting and operations for accurate cost tracking, invoicing, and revenue recognition. Gain a comprehensive view of project profitability and financial performance.
  • Enhanced collaboration and communication: Foster seamless collaboration among project teams, stakeholders, and customers through centralized information sharing, real-time updates, and integrated communication tools. Break down silos and improve decision-making.
  • Increased productivity and efficiency: Automate workflows, eliminate manual tasks, and reduce administrative overhead. Empower project teams to focus on high-value activities and deliver projects faster and more efficiently.
  • Improved customer satisfaction: Deliver projects on time, within budget, and to customer specifications. Address issues proactively and maintain open communication channels to enhance customer satisfaction and loyalty.
  • Enhanced decision-making: Leverage real-time data and insights to make informed decisions about project prioritization, resource allocation, and risk mitigation. Improve project outcomes and business performance.
  • Scalability and adaptability: Meet the evolving needs of your business by easily scaling the solution to accommodate growth and change. Adapt to new project types, methodologies, and industry requirements.
  • Enhanced data security and compliance: Benefit from Microsoft's robust security infrastructure and compliance with industry regulations to protect sensitive project data and ensure business continuity.
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  • Workflow Management: Use packages to group and store projects in the workspace to streamline workflow. The status model offers visibility into active vs. pending projects and naturally strengthens priorities by listing projects from top-to-bottom
  • Project Management: Create projects, tasks, subtasks and enter estimated completion hours to get a predictive scheduling date for project completion. Predictive scheduling automatically takes into account team availability, workload and priority
  • Built-In Collaboration: Use the collaborative tab to provide detailed work descriptions, conduct threaded discussions, add links and attach documents to projects. Collaborate through mention comments and hashtags
  • Resource Management: Resource workload reports help management visualize team capacity and assign tasks accordingly. The People tab shows team members’ working hours, dates, assigned tasks and indicators for when a member risks missing a date
  • Dashboard: Provides a dashboard that can be customized and shared with teams, shareholders and external collaborators. It offers visibility into projects, finances and trends in real time
  • Timesheet: Daily and weekly subtotals of logged hours are displayed below each date and week. Quick Filter fields locate matching results from names, packages, clients, sub-folder or projects
  • Budget Management: Billing and pay rules allow users to set rate sheets that permit adding currency value in terms of money in and out for each estimated hour. The scheduling engine can also determine assigned work and calculate cost accordingly
  • Card View: Provides a Kanban-style flow to move projects and tasks through custom fields — from In Progress to Pending, Approved and Done. Customize cards to represent a working item and its status as it moves through a workflow
  • Reporting: Generate reports for project performance reports, resources, baseline trends, costs and profits, customer portfolio and more for one single project or the whole portfolio
  • Baseline Metrics: Snaps a daily project plan baseline automatically to compare project status to any point in the past. Run a baseline report on tasks, projects or clients
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  • Unified project management: Manage the entire project lifecycle from opportunity to delivery, including project planning, scheduling, resource management, time and expense tracking, financial management, and invoicing.
  • Integrated sales and project management: Streamline the process from quoting to project delivery with seamless integration between sales and project management.
  • Robust resource management: Optimize resource allocation, track utilization, and match skills to project needs.
  • Visual project scheduling: Create and manage project schedules using Gantt charts, Kanban boards, and other visual tools.
  • Real-time project insights: Track project progress, costs, and resource utilization in real time to identify and address potential issues early on.
  • Collaboration tools: Foster teamwork and communication with built-in collaboration tools such as document sharing, task management, and discussions.
  • Financial integration: Integrate project financials with accounting and operations for accurate cost tracking, revenue recognition, and profitability analysis.
  • Customizable dashboards: Create role-based dashboards to visualize key project metrics and track progress against goals.
  • Mobile access: Manage projects and stay connected on the go with mobile apps for iOS and Android devices.
  • Powerful reporting and analytics: Generate comprehensive reports and gain insights into project performance to make data-driven decisions.
  • Integration with other Microsoft products: Connect with other Microsoft Dynamics 365 applications and Microsoft Office 365 for a seamless experience.
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Product Ranking

#106

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#229

among all
Project Management Software

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Analyst Rating Summary

72
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97
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

LiquidPlanner
Dynamics 365 Project Operations
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Customizations Dashboards And Reporting Mobile Capabilities Platform Features Project Planning And Scheduling Project Tracking Task Management Team Collaboration Time Tracking And Management 57 97 16 72 81 68 93 73 71 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 1654 reviews
Good User Sentiment 597 reviews
86%
of users recommend this product

LiquidPlanner has a 'great' User Satisfaction Rating of 86% when considering 1654 user reviews from 6 recognized software review sites.

78%
of users recommend this product

Dynamics 365 Project Operations has a 'good' User Satisfaction Rating of 78% when considering 597 user reviews from 3 recognized software review sites.

4.8 (15)
n/a
4.2 (227)
3.8 (5)
4.3 (634)
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4.3 (642)
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4.8 (107)
4.5 (24)
4.4 (29)
3.9 (568)

Synopsis of User Ratings and Reviews

Functionality: All reviewers who referred to functionality noted that it provides robust features for project planning, organizing, customizing, managing and reviewing analytics.
Scheduling: Every user liked the ability to enter estimated working time and have work scheduled automatically.
Tracking: Around 98% of users who specified tracking said that it makes tracking multiple projects and resources easy.
Collaboration: All reviewers liked that teams can comment while attaching files and documents on each task for a streamlined workflow.
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Unified Project and Finance Management: Streamlines project delivery, financial management, and operations within a single platform.
Improved Resource Visibility and Utilization: Enhances visibility into resource availability, skills, and costs for optimal allocation and utilization.
Enhanced Collaboration and Productivity: Fosters seamless collaboration across teams, departments, and project phases for increased efficiency.
Real-Time Insights and Analytics: Provides real-time visibility into project health, financial performance, and resource utilization for informed decision-making.
Customizable and Scalable: Adapts to evolving business needs and supports growth through customization and integration capabilities.
Streamlined Project Billing and Invoicing: Automates time and expense tracking, simplifies invoice generation, and integrates with financial systems.
Enhanced Customer Experience: Improves customer satisfaction through better project visibility, communication, and delivery.
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Outdated UI: Almost all reviewers disliked that it has an out-dated user interface that makes it difficult to navigate.
Learning Curve: The system involves a steep learning curve, as noted by 95% of users.
Expensive: Nearly 92% of users said that it is expensive in comparison to similar applications.
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Steeper Learning Curve: Comprehensive features can require more training and time to fully adopt and utilize effectively.
Customization Challenges: While customizable, tailoring complex workflows or integrations may require technical expertise or external assistance.
Reporting Limitations: Some users report constraints in pre-built reports and a need for enhanced customization options for specific insights.
Potential Integration Issues: Seamless integration with other systems may require careful configuration and potential troubleshooting for optimal data flow.
Cost Considerations: Comprehensive functionality comes with a higher price tag, which can be a barrier for smaller businesses or those with tight budgets.
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LiquidPlanner provides robust functionality to plan and execute work. It offers unique predictive resource-based scheduling that organizes based on priority. It makes tracking multiple, large, complex projects possible and easy. Users can comment and attach files to each task to simplify communication and collaboration. Reviewers complained that its outdated user interface has made navigation difficult and confusing at times. It also involves a steep learning curve that requires time and training to get used to it. Its high price tag compared to other solutions was also mentioned.

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User reviews of Dynamics 365 Project Operations in the past year paint a picture of a powerful, integrated project management and ERP solution with plenty of potential, but not without its challenges. Users praise its unifying strength, bringing project delivery, financials, and operations under one roof, streamlining workflows and boosting visibility. Resource management shines, with real-time insights helping optimize allocation and avoid overbooking. Collaboration flourishes, with seamless teamwork across teams and phases. Real-time analytics empower informed decision-making, while customization and scalability cater to evolving needs. However, the learning curve can be steep for this feature-rich beast, demanding dedicated training and time to unlock its full potential. Customization, while appreciated, can require technical expertise or external help for complex workflows or integrations. Pre-built reports might not satisfy everyone, with some users wishing for greater customization options for specific insights. Integration, though touted, can be tricky, demanding careful configuration and potential troubleshooting for smooth data flow. And, let's not forget the cost: Project Operations packs a punch, but its price tag might deter smaller businesses or those on a budget. Compared to competitors, Project Operations stands out with its unified platform and tight integration with Microsoft products like Dynamics 365 Sales and Finance. While other project management tools might offer similar features, the seamless connection with the broader Microsoft ecosystem sets Project Operations apart, especially for existing Microsoft users. However, users who prioritize ease of use and affordability might find more lightweight options on the market. Overall, user reviews suggest Dynamics 365 Project Operations is a robust solution for organizations seeking a unified, data-driven approach to project management and ERP, provided they're willing to invest in training and potential customization. For those seeking simpler, cheaper options, or those not deeply entrenched in the Microsoft ecosystem, exploring alternatives might be wise. Ultimately, the choice hinges on specific needs, resources, and desired level of integration.

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