monday.com vs Dynamics 365 Project Operations

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Our analysts compared monday.com 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

monday.com is a list-based cloud project management solution designed to streamline processes with automation, customization and collaboration. It allows users to build boards using templates or from scratch and customize fields, automations, colors and workflows. Users can view progress using custom dashboards or multiple views including Kanban boards, Gantt charts and calendars.

Collaboration tools include board discussions, updates and comments with mentions. It supports a mobile app and multiple integrations.

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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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$9/User, Monthly
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Tailored to your specific needs
$95/User, Monthly
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Tailored to your specific needs
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Product Assistance

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Email
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FAQ
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Knowledge Base
24/7 Live Support
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Product Insights

  • Monitor Team Performance Centrally: Build custom dashboards with widgets and integrations to monitor insights like workload distribution and individual task progress. We created a dashboard that pulled insights from two boards with a live feed, Gantt chart, calendar view and custom charts.
  • Enhance Project Visualization: Switch between multiple project views, including Gantt charts, Kanban boards, calendar views and custom views to track your projects. We tested out the Kanban board and liked the drag-and-drop feature for tasks (also available via the list view). The project report view was also handy, with a nifty battery icon to denote progress, and 30 widgets you can add.
  • Communicate via Task Cards and Chat: Comment on task cards using the updates tab with additional instructions or information, tag teams or members and add attachments. Start a board discussion to communicate with all team members who have access to the board. We liked that a comment added to a task card you own also triggers an email notification.
  • Create No-Code Automations: Streamline task management by building automations with no-code templates or from scratch using conditions and actions. We built and tested a custom automation for a status change with two actions, and found it quite intuitive. You can check it out in-depth in the “See It In Action” section below.
  • Jumpstart Projects with Templates: Use the template center to build boards suited to the project you’re working on. Accessing pre-built boards designed for marketing, sales, design, construction, customer service, product dev, nonprofits and more. We liked that there were dozens (at least) of templates for each industry and even if you can’t find the exact template you’re looking for, you can find something pretty close.
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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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  • Custom Dashboard: Build your own custom dashboard using built-in widgets and third-party integrations. Get a bird’s eye view of your boards and teams along with individual team member and board views. Monitor workload, timelines, feed activity and custom charts, like in-progress tasks, from a central location.
  • Multiple Views: Toggle between different views to track your projects using Gantt charts, Kanban boards, calendar views, project reports and custom filters like task owner, status and timeline.
  • Task Management: Create tasks under custom groups like To-Do, In-Progress, On-Hold, and Complete and add personalized fields, assignees, due dates, labels, statuses and priorities. Mention assignees, add comments, files, links and tables directly in the tasks using the Updates tab. Drag and drop tasks and groups to reorganize things.
  • Automations: Streamline workflows with no-code automations using templates or building custom automations from scratch using conditions and actions. Apply automations to specific boards and save your custom automations as a template to use on other boards.
  • Templates: Create boards suited to your project needs by accessing the template center and choosing from a range of templates, including marketing, project management, sales and CRM, design, software development, and HR.
  • Workflow Management: Organize your processes by creating custom workflows. Search for the trigger you’re looking for and add it as a starting block. Build on those blocks by choosing from several options: action, if or else or delay. Select the board where you want the action to happen, add conditions and edit blocks. View active workflows and pause or edit workflows as processes change.
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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

#4

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

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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 86 60 88 94 89 88 91 85 91 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

Excellent User Sentiment 22458 reviews
Good User Sentiment 597 reviews
92%
of users recommend this product

monday.com has a 'excellent' User Satisfaction Rating of 92% when considering 22458 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.

4.8 (26)
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4.7 (12281)
3.8 (5)
4.6 (5123)
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4.5 (265)
4.5 (24)
4.4 (4763)
3.9 (568)

Awards

SelectHub research analysts have evaluated monday.com and concluded it earns best-in-class honors for Mobile Capabilities and Platform Security. monday.com stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Mobile Capabilities Award
Platform Security Award

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Synopsis of User Ratings and Reviews

Task Management: Users appreciated how easy it is to monitor tasks with customized views, an activity feed and task updates.
Collaboration: Instant messaging, integrations, board discussions and easy scheduling and planning were a plus for reviewers.
User-Friendly: Reviewers said it was simple to set up and use for less tech-savvy users, and liked the attractive, colorful interface with helpful templates.
What Users Like
Project Tracking: "The ability to customize columns and task dependencies lets us create a clear, tailored workflow." - Jeffery Zhou, CEO and Founder of Fig Loans
Interface: "The timeline and calendar views were particularly useful when we had multiple projects running alongside each other, helping everyone stay aligned without a lot of back-and-forth." - Rob Stevenson, Founder of BackupVault
Notifications: “The automation features were especially useful in notifying different people responsible at different steps of the journey while maintaining transparency and accountability with the rest of the team and building a frictionless and trust-based culture.” - Alok Jain, CEO of Reveal
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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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Cost: Reviewers noted that advanced features like customized notifications or time tracking required a plan upgrade which could become expensive.
Learning Curve: It takes time to get used to the navigation and features according to users.
Mobile App: Some users said the mobile app doesn’t have all the features available.
What Users Dislike
Complexity: “[monday.com] lacked some flexibility in handling complex, multi-step tasks that needed a lot of customization, which sometimes left us manually tracking those details elsewhere.” - Rob Stevenson, Founder of BackupVault
Time-Based Automations: “Creating an automation to notify a user three days after a certain date, for example, was more complex than it needed to be. We had to set up custom date columns to drive these instead of just being able to calculate it as a part of automation.” - Alok Jain, CEO of Reveal
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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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monday.com is a cloud-based project management platform that caters to a wide range of industries thanks to its customization, user-friendly interface and templates. It allows users to build boards from templates or from scratch and view projects through multiple views like list, calendar, Ganntt and Kanban. During our test, we enjoyed using the platform's pre-built templates and drag-and-drop feature to set up projects and reorganize tasks.Its task management features are stellar. We liked how easy it is to custom groups for tasks, assign them to specific team members, and leverage various communication tools like comments, mentions and board discussions. The updates feature means everyone is on the same page and the view option boosts accountability. On the automation front, we successfully used the built-in automation engine, which comes with both pre-made templates and no-code customization options, to build a custom automation for status changes with little to no difficulty.On the flip side, monday.com may have a slight learning curve for users who aren’t familiar with project management tools. Additionally, some advanced features, such as custom notifications and time tracking, require upgrading to a higher pricing tier, which could become expensive for larger teams.All in all, we thought monday’s intuitive interface, customization options and no-code automations make it a great option for users without a ton of technical expertise and a flexible budget.

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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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