Asana vs Dynamics 365 Project Operations

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Our analysts compared Asana 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.

Asana Software Tool
Dynamics 365 Project Operations Software Tool

Product Basics

Asana is a cloud-based project management platform designed to help teams of all sizes manage and organize projects with customization, automation, AI and collaboration. Users can build custom workflows, templates and tasks, and visualize projects in multiple ways, including list, timeline, calendar, Kanban and Gantt views.

You can also build and trigger automation rules when tasks are moved or status or priority is changed. Stay aligned with goals, locate risks and hit project deadlines with reports and collaboration tools. Connect with other solutions using its open API and native integration with dozens of apps.

Our Research Process for Asana

Taking software at face value for a product page review is so passe. Luckily, with a little help from my company’s email address, I got a free trial of Asana’s Advanced plan for 30 days.

I set up a dummy project for content creation, complete with the stages and automations we currently use, so I’d have a more apples-to-apples comparison of a real-world project.

Additionally, I tested some “standout” features our researchers suggested and investigated the pros and cons users mentioned on review sites.

To learn the ropes, I visited the help center, watched demo videos and scoured Reddit for shortcuts. This webpage is the result of a week of dedicating all my working hours to living and breathing Asana.

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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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$10.99/User, Monthly, Freemium
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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
Chromebook
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Mobile
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Product Assistance

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

Product Insights

  • Use Asana AI: Leverage AI in your project management strategy by using AI studio to draft workflows and create custom charts. Summarize your project and tasks using AI and use draft with AI to view next steps and actions. I drafted a project update by clicking on the Set Status tab and selecting “Draft update with AI.” After setting a status and date range, I also added an extra custom heading. The final product was comprehensive and easy to edit, which is great if you find staring at a blank page can be a stumbling block.
  • Create Tasks via Email: Make it easy to create tasks on the go by sending an email to your project email with all the details you need. I found the email associated with that project by clicking on the project dropdown and selecting import and then email. After that, I copied the email address and pasted it and added my email so I’d be the assignee, filled out the subject as the task name, added an additional description in the body and sent it. Like magic, the task showed up with all the details I wanted – 10/10, would recommend.
  • Set Up and Implement Custom Templates: Save time by creating your own custom cards and projects and converting them to templates or choosing from the built-in project templates. Click on the Customize button to add task templates and custom fields. I added a new article template with a relative start date, dependency and custom field for the editor and team.
  • Collaborate with External Users: Stay in sync with clients and suppliers by creating guest accounts and inviting them to access specific tasks and projects. I could invite users with a different email domain name and set access permissions like admin, editor, commentator or viewer in the invite.
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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: Create tasks with custom fields, deadlines, tags, subtasks, dependencies and descriptions during setup, adding tasks to the section you want when you create your first project or forwarding an email to [email protected]. Save time by converting your custom tasks into a template you can apply to new tasks and using AI to summarize tasks and draft subtasks. Switch between list, board, timeline, calendar and Gantt views to optimize visualization and drag-and-drop tasks between sections.
  • Project Planning and Scheduling: Kick your projects off with a plethora of templates ranging from product rollouts to hiring pipelines, or import your project from a spreadsheet. Convert tasks into milestones on the card and add details about why it’s a milestone. Add tasks to multiple projects and organize strategic initiatives by creating a portfolio where you can track the updates of all your projects.
  • Resource Management: Keep track of what’s on everyone’s plate by switching to the workload view. Drag and drop tasks to manage timelines and assignees and assign custom values like hours or points to tasks to accurately factor in employee effort.
  • Sprint Management: Hit the ground running by applying the sprint template to a new project. Add custom fields, use the timeline tab to map out sprint tasks and deadlines and set start and finish dates in the project view.
  • Collaboration Features: Add updates, questions and notes into the description. Comment on cards with mentions, files, lists, code blocks and even AI assists. Send messages directly to individuals or teams using the inbox. Keep your clients in the loop by creating guest accounts and sharing specific tasks and projects with them.
  • Reports and Insights: Tap into a bird’s eye view of your project by clicking on the dashboard tab where you can monitor overdue, complete and incomplete tasks and burnup charts and create custom charts with their AI tool. Visit the reporting tab to view trends, progress, resourcing and work health.
  • Custom Automations and Workflows: Build a workflow that’s a perfect fit for your project in the workflow tab by adding sections for each step in the process with custom transitions and rules when tasks are moved. Add custom automations and rules from scratch, use the options provided as a starting point or get a helping hand from the AI studio. Check out the automations we built in depth below.
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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

#2

among all
Project Management Software

#229

among all
Project Management Software

Find out who the leaders are

Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Asana
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 84 77 69 93 82 58 95 97 50 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 27379 reviews
Good User Sentiment 597 reviews
89%
of users recommend this product

Asana has a 'great' User Satisfaction Rating of 89% when considering 27379 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 (15)
n/a
4.4 (10490)
3.8 (5)
4.5 (13154)
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4.3 (1084)
4.5 (24)
4.2 (2636)
3.9 (568)

Synopsis of User Ratings and Reviews

User Friendly: Reviewers appreciated that the system is easy to use and intuitive with a clean UI, even if you’re new to projects.
Overall Functionality: Workflows and automation, task management and collaboration are everything you’d look for in a project management system, according to users.
Customization: Users liked the customization options for unique team needs, projects and workflows.
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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: Users mentioned Asana’s paid plans were too expensive for smaller businesses making it difficult to upgrade from the limited free version.
Set-Up: Getting started can be overwhelming with so many customizations and task options. Users said you may need extra time to implement it effectively.
Advanced Features: Reviewers noted some features like AI, advanced project views, resource management and multiple task assignees require expensive plan upgrades.
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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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Asana is a work management platform designed to help users organize and streamline operations with a user-friendly, customizable interface, automation and AI. Key features include the ability to create custom fields, deadlines, and subtasks, utilize various project views like Kanban boards and timelines, and leverage AI for summarizing tasks and drafting workflows. During my test of the software, I liked how easy it was to create a task by email and create project and task summaries using their AI tool.Customization was also a win. I built a task template for my Content Creation project with custom fields, relative due dates, assignees and a bulleted checklist. However, head’s up, adding task templates to existing tasks requires creating a new task with the template and merging it. Hands down, workflow management was one of my favorite parts of testing Asana. Adding in new sections (without having to go to the list view) and creating custom rules for transitions with a little help from their version of prompts was a breeze.Collaboration is another plus, with in-card comments and mentions, an inbox, group and individual messaging in platform and guest accounts with custom permissions for external users.On the downside, if you don’t have access to a free trial of the paid version (like I did), the free version may not be as effective. You won’t be able to access AI features, certain project views and resource management. The setup also isn’t exactly intuitive, and you may need training plus multiple visits to the help center to conceptualize your project and pick the right template.Overall, Asana is a fantastic all-in-one project management solution for users looking for a flexible tool with AI assistance and don’t mind springing for one of the paid plans.

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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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