Zoho Projects vs Dynamics 365 Project Operations

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Our analysts compared Zoho Projects 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.

Dynamics 365 Project Operations Software Tool

Product Basics

Zoho Projects is a cloud-based solution that lets teams effectively plan and execute projects of any size and duration. It handles tasks, enhances collaboration, provides business intelligence for reporting and supports time tracking and issue management.

Businesses can extend it using numerous integrations and customizations to align it with their requirements. It is usable by teams of smaller than five people up to teams with thousands of users. Zoho provides robust data security and is compliant with the EU-US Privacy Shield Framework. It also supports 17 different languages.
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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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$4/User, Monthly
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$95/User, Monthly
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Tailored to your specific needs
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Product Assistance

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Knowledge Base
24/7 Live Support
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Product Insights

  • Automate Workflows: Automate manual tasks like updating issue details or changing an issue’s severity. Set email notifications to track different events or set up webhooks for communicating with third-party apps. 
  • Transfer from Jira or Basecamp: Migrate data when switching from Jira or Basecamp with certain restrictions. Capture data such as discussions, calendar events, projects, users, bugs, custom fields, milestones and other details, depending on the import module. 
  • Free Version: Get a forever free subscription for a small team of up to five users. It includes two projects, custom status options for tasks and projects, calendar functionality, feeds, project forums, integration with Google apps and file attachments up to 10 MB. 
  • Integrated Suite: Get abilities beyond project management to CRM, accounting, HR, BI and analytics, customer service and more. Create a unified module to handle multiple business needs. 
  • Integrations:  Integrate with several third-party modules to extend project management capabilities. Integrate with major Google and Microsoft apps as well as a host of other tools like Dropbox, GitHub and Slack. 
  • Mobile Apps: Let teams access project details, attach files, log hours and more while away from the office with its native apps for iOS, iPad and Android. View tasks via List or Kanban layouts in portrait or landscape modes. 
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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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  • Task Management: Control important task details, add important information such as priority or duration with tasks and subtasks. Link tasks to create dependencies. Highlight each project phase with milestones. Organize tasks using drag-and-drop Kanban boards and custom layouts. 
  • Social Project Management: Communicate and collaborate for effective project management. Create public or private chat rooms, pages for team knowledge base and forums to engage in discussion. Centralize project updates with feeds. Create new posts while adding comments to existing posts. 
  • Charts and Reports: View project details and metrics using a variety of charts. Get a high-level view of project tasks and dependencies through Gantt charts while resource utilization charts break down each team member’s workload by day. Gain insights into project performance across a wide range of KPIs with over 50 out-of-the-box reports and dashboards. 
  • Time Tracking: Let employees log their hours on a timesheet automatically or manually while allowing managers to view reports based on personnel, time or project. Transform a timesheet to an invoice with a few simple steps. Compare the expected task duration with the actual time spent on a task. Track each member’s availability, issues and milestones using calendar views. 
  • Issue Tracking: Report issues with all the relevant details and assign them for attention. Importing issues in bulk keeps them all in one place, and you can then export them as an XLS or CSV file. Track all issues according to criteria using filtered views. View committed changes with all changeset details included. 
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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

#9

among all
Project Management Software

#229

among all
Project Management Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Zoho Projects
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 100 84 75 84 77 87 100 91 94 0 25 50 75 100
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User Sentiment Summary

Great User Sentiment 872 reviews
Good User Sentiment 597 reviews
87%
of users recommend this product

Zoho Projects has a 'great' User Satisfaction Rating of 87% when considering 872 user reviews from 5 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.

5.0 (34)
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4.2 (255)
3.8 (5)
4.2 (242)
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4.6 (236)
4.5 (24)
4.3 (105)
3.9 (568)

Awards

SelectHub research analysts have evaluated Zoho Projects and concluded it earns best-in-class honors for Customizations, Task Management and Integrations and Extensibility.

Customizations Award
Task Management Award
Integrations and Extensibility Award

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Synopsis of User Ratings and Reviews

Functionality: Zoho Projects offers robust tools to manage multiple business needs, including project management, resource allocation, efficient collaboration and timesheets, as reported by approximately 90% of the users who mention the product’s functionality.
Flexible: The system is highly flexible and can be configured for different purposes like marketing and other business requirements, noted nearly 85% of customers who talked about its flexibility.
Integrations: Approximately 75% of the reviewers who mentioned integrations observed that the solution offers multiple APIs and seamless integration with other Zoho suite products and popular external modules for project planning and implementation.
Centralized Communication: The system centralizes all project communication between teams, which makes it easy to search and fix issues, noted nearly 72% of the users who talked about its communication capabilities.
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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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Not Intuitive: The system is not user-friendly with a clunky and unintuitive UI compared to its competitors, reported 88% of reviewers who mentioned the system’s usability.
Cost: Nearly 92% of the users who mentioned cost remarked that Zoho Projects is expensive for small teams looking for more features on a limited budget, doesn’t offer options to customize functionality and its package price is a costly investment for bigger teams with more users.
Data and Reporting: Data generated by the system is difficult to comprehend, and it doesn’t allow report customization using different fields and visuals, observed by about 86% of customers who mentioned reporting.
Support: Customer support is slow and doesn’t offer enough support documentation or tutorial videos to exploit the system’s capabilities fully, noted 80% of reviewers who talked about support.
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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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Zoho Projects offers comprehensive solutions for its customers to tackle multiple business needs with ease. Users have full control of their projects as they can manage every stage of project progress, allocate resources, manage tasks, record timesheets and automate workflow processes for standardization. It offers an extensive knowledge base and fosters team collaboration for efficient project completion. However, its UI is clunky and difficult to use, it requires a steep learning curve to make optimal use of its full capabilities, comes with limited features in its basic version and offers sluggish customer support.

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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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