Home > Project Management Software > WorkZone > WorkZone vs Dynamics 365 Project Operations

WorkZone vs Dynamics 365 Project Operations

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Our analysts compared WorkZone 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.

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
WorkZone Software Tool
SelectHub Award Winner
Dynamics 365 Project Operations Software Tool
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Product Basics

WorkZone is a cloud-based solution with a focus on document management and collaboration. Organize projects by task and sub-task while assigning responsibilities and receiving notifications when tasks are due. It offers custom branding for companies wishing to display logos on portals or external customer accounts. It has the ability to share files and collaborate with other team members. Offers real-time status of project progress across workspaces, enabling decision makers to act quickly and make changes where and when needed.

It is suitable for any size of business in industries like construction, consulting, non-profit, healthcare and more. It offers three pricing plans — team, professional and enterprise. Available on iOS and Android, users can access it from anywhere at any time.
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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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$24/User, Monthly
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$95/User, Monthly
Free Trial is available →
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Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
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On-Premise
Mobile

Product Assistance

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

Product Insights

  • Secure File Sharing: Share files across clients, employees and vendors. Set permissions for folders or documents so that individuals get access to appropriate items. 
  • File Versioning: Keep track of multiple file versions as they are being revised. Automatically organizes files and adds version numbers to eliminate confusion and ensure that the team uses the latest version. 'Check out' a file to let others know that it is in the revision process. 
  • Approval Workflows: Automate approval workflows by creating and emailing approval requests to the appropriate parties. The approvals dashboard allows users to view and manage all items currently out for approval. The dashboard lists each approver, response status, the date of reply and comments for each item. 
  • Image Markup: Offers the ability to add comments to a printed document or image without additional software like Adobe Acrobat. Users don’t have to dig or ask around for changes as it centralizes collaboration efforts by storing all comments and revisions within the project at hand. 
  • Project Template: Layout all requirements for a project template and save it for iterability, consistency, time saving and efficiency. Reusing existing templates also allows users to bring in associated fields like responsible parties, timeline and information. 
  • Stay Up-To-Date: Get notified of approvals or new documents, comments, tasks or calendar events by setting alerts. Links will take the user directly to the item within Workzone. 
  • Custom Branding: Customize WorkZone by setting default background colors and logos to reflect the organization’s brand. Create an access portal/extranet for each major customer or business partner with their specific brand identity to add extra personalization and professionalism. 
  • Leverage Integration: Offers REST API support, and users can connect the system to Zapier to integrate with more than 1,000 web apps. 
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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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  • Project Dashboard: Get real-time insight into all projects' status for effective management of teams and workflows. The project column is broken down into task dependencies, start and end dates, resources and notes. Overdue, completed or late projects are represented by a color bar, symbol and percentage. 
  • Gantt Charts: Get a clear and visual representation of time frames with its interactive Gantt chart. Changes made to a project are reflected in the chart in real time. The default view shows a monthly project schedule for a period of six months. Select weeks or years to switch to a shorter or longer project timeframe. 
  • To-Do Lists: Assigned to-dos are automatically emailed to each user. Tasks are organized according to date and priority for efficient workflows. It also provides real-time updates for any changes made. 
  • Team Discussion: Provides a centralized comment area for discussions or feedback. It has an organized, time-stamped record of all the relevant discussions. Tag users to send or receive notifications on new comments. 
  • Workload Reports: Identify over or under-utilized resources across the organization via All Workspaces to balance workloads for efficient productivity. Time periods are shaded in red to warn users about over-allocation. 
  • Time Tracking: Get visibility of time worked on each project for client billing. Time reports show reported hours organized by workspace, project or responsible party that can be filtered by date and category. Export reports via Excel, PDF or API. 
  • Group Calendar: Provides centralized visibility on the entire organization’s timeline of events such as vacations, occasions, tasks and approvals. Users can filter specific workspaces or projects and drill down to get details on the item. Workspaces are displayed with different colors based on items. 
  • Project Request Forms: Manage all project requests for approval through one central dashboard. Teams can customize the form depending on the type of request that is being made and also include lead time. 
  • Task Dependencies: Set task dependencies to manage planning processes and deliver projects efficiently. Any date changes made to the task will automatically change the date of all tasks that depend on it to ensure the correct order flow of the project. 
  • Status Alerts: View the status of each project via notification and colorful icons. Set automatic email alerts for overdue tasks. 
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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

#76

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#229

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User Sentiment Summary

Excellent User Sentiment 192 reviews
Good User Sentiment 597 reviews
91%
of users recommend this product

WorkZone has a 'excellent' User Satisfaction Rating of 91% when considering 192 user reviews from 3 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.

4.3 (41)
3.8 (5)
4.7 (124)
n/a
n/a
4.5 (24)
4.2 (27)
3.9 (568)

Awards

WorkZone stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

Functionality: Nearly 93% of users who mentioned functionality said that they liked the combination of features provided, like request forms, dashboards, project lists, image markup and more.
User Interface: The web console is easy to use and deploy, as noted by 72% of users who mentioned the system's ease of use.
Great Customer Support: All reviewers said that customer support teams are patient, responsive to training or any issues and open to suggestions.
Collaboration: All customers like that it has a centralized comment area for feedback or discussion on the project at hand, helping users stay up-to-date and streamline productivity.
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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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Search Issues: Around 89% of the users who specify search issues said locating or finding things is difficult and time consuming.
Slow Performance: Load times are longer than usual during timeline updates, as observed by 83% of reviewers who referred to slow performance.
Shortcomings: Customers would like to see improvements in the dashboard and the addition of advanced accounting or budgeting functions, as noted by 73% of reviewers.
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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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WorkZone provides a robust tool and features for efficient project management. It is easy to use and adopt, and standardizes workflows using project request forms and project templates. It provides a centralized conversation area, so everyone stays on the same page, making status reviews more productive. Users enjoyed contacting the customer support team as they are very responsive to training or issues. Updates on the timeline can take longer than usual, and several users complained that it was difficult to locate things. WorkZone is open to taking suggestions and careful with adding new features. However, users want to see improvement in their dashboards and more advanced accounting functions.

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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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