Smartsheet vs Dynamics 365 Project Operations

Last Updated:

Our analysts compared Smartsheet 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

Smartsheet is an enterprise-level SaaS management application that helps teams streamline processes through collaboration, project planning and task management. Users can set up tasks using a grid view, similar to a spreadsheet with automations, formulas, comments and mentions. 

It provides templates for projects and automations that can be modified and saved as a template to save time. Project views include a Kanban board, Gantt chart, timeline, calendar view, card view and a custom dashboard.

Its file and sheet sharing capabilities, comment feature and conversations remove team and data silos and give stakeholders insight into project details. A user-friendly interface helps managers and team members boost adoption rates, maintain consistency and increase efficiency. 

read more...
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
read more...
$9/User, Monthly
Get a free price quote
Tailored to your specific needs
$95/User, Monthly
Get a free price quote
Tailored to your specific needs
Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
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

  • Use Familiar Spreadsheet Formatting: Move from regular spreadsheets to spreadsheets with versatile views and much less formula knowledge required for formatting. Make adoption and training smoother because you’re not starting from scratch with processes. We especially liked the ability to enter data using a familiar cell view and then convert it to, say, a Kanban board.
  • Create No-Code Automations: Use templates or build from scratch with a trigger, condition and action automation format. Save time on admin tasks with automations for alerts, approvals, document creation and sheet changes. Choose from four starting cell-related triggers and build from there. We thought the automation building was intuitive and straightforward. Check out our test in the “See It In Action” section below.
  • Access Multiple Views: Add dynamic views to your projects and filter and customize views to meet task requirements. For example, we added a card view organized by status and a Kanban Board sorted by task assignee. Create a customizable dashboard to pull data like task progress, workload and duration using widgets.
  • Share Proofs and Additional Information: Collaborate on team documents, provide context and add proofs and files to individual tasks or the entire sheet. We set a piece of content as a task and added extra files like logos and docs along with comments for specific client requests.
  • Train As You Go: Kick your project off with a checklist outlining best practices and research material. Use pop-ups and explainer icons with video links as you work to get a better understanding of features and capabilities. We popped over to the help center to learn how to set up baselines for our Gantt chart (you need to edit the start date and end date columns).
read more...
  • 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.
read more...
  • Dashboards and Reports: Customize your dashboard by adding widgets like reports, project-specific charts, shortcuts, images and text. Consolidate data from multiple sheets into a summary view using system reports. Track sheet changes using bi-directional functionality. Send reports via collaborative tools and change statuses to recur.
  • Multiple Views: View your tasks using the grid view, akin to a spreadsheet, a Gantt view as an add-on to your grid view, a Kanban board where you can drag and drop tasks and group them by assignee or status, a timeline view, a card view with customizable lanes and a calendar view that displays your tasks across its duration or by start dates only.
  • Task Management: Add your tasks and subtasks into each cell and use the indent and outdent buttons to divide tasks into groups that can be minimized to provide a project overview. Create or modify custom fields with your own text, dropdown lists and symbols to show status, assignees, priority, dates and latest comment. Attach files and proofs, write comments and mention users and set reminders for tasks.
  • Automations and Workflows: Save time with custom processes and workflows you can build by modifying templates for reminders and alerts, document generation, row changes, sheet changes and updates, and approval requests. Build your own workflow automations from scratch by choosing your trigger, setting conditions and adding actions. Manage automations by deactivating, deleting, duplicating or unsubscribing.
  • Templates: Use pre-built templates ranging from event management to HR workflows and marketing to streamline project creation. View complexity, task management and process before you apply a template. Build and save your own templates by customizing pre-built templates or creating them from scratch.
  • Integrations: Drive productivity with integrations like Office 365, Dropbox, DocuSign and Google Workspace and use iCal or Google Calendar to track project statuses.
  • Team Collaboration: Communicate with team members by commenting and mentioning users in individual tasks, adding files for additional information and chatting via the conversations tool where everyone with access to the sheet can see your comments. Integrate with Slack or Microsoft Teams to receive updates about your sheet and send messages to channels.
read more...
  • 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.
read more...

Product Ranking

#5

among all
Project Management Software

#229

among all
Project Management Software

Find out who the leaders are

Analyst Rating Summary

81
we're gathering data
83
we're gathering data
80
we're gathering data
88
we're gathering data
Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Smartsheet
Dynamics 365 Project Operations
+ Add Product + Add Product
Customizations Dashboards And Reporting Mobile Capabilities Platform Features Project Planning And Scheduling Project Tracking Task Management Team Collaboration Time Tracking And Management 83 80 88 92 78 96 85 77 56 0 25 50 75 100
57%
43%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
80%
0%
20%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
86%
0%
14%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
88%
0%
12%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
67%
8%
25%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
86%
14%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
75%
17%
8%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
67%
8%
25%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
14%
57%
29%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

67%
6%
27%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
63%
0%
37%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A

User Sentiment Summary

Great User Sentiment 22301 reviews
Good User Sentiment 597 reviews
88%
of users recommend this product

Smartsheet has a 'great' User Satisfaction Rating of 88% when considering 22301 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 (20)
n/a
4.4 (17366)
3.8 (5)
4.5 (3333)
n/a
4.7 (728)
4.5 (24)
4.3 (854)
3.9 (568)

Awards

SelectHub research analysts have evaluated Smartsheet and concluded it earns best-in-class honors for Mobile Capabilities and Project Tracking.

Mobile Capabilities Award
Project Tracking Award

No awards.

Synopsis of User Ratings and Reviews

Automation: Reviewers appreciated the no-code automation and said that it helps to eliminate productivity killers and saves time.
Collaboration: Users liked the sharing option with level-based permissions that allow collaboration with non-users and help coworkers and external stakeholders stay up-to-date on projects and processes.
Ease of Use: A user-friendly interface and templates make it easy to set up, customize and access multiple views, according to reviewers.
What Users Like
Customization: “We can customize it to fit various projects, whether we’re tracking client cases, managing document revisions, or planning team tasks. For instance, I created a project tracker for a major client contract negotiation. The ability to set deadlines, assign tasks, and update statuses in real time has streamlined our communication and kept everyone on the same page.” - Russ Johnson, Founder of Linx Legal
Collaboration: “We had this one job in a high-rise condo that put Smartsheet to the test. The sliding door system was an older model with custom-sized panels that aren’t easy to source, and it needed specific adjustments due to the unique structure of the frame. Typically, coordinating the right parts, tools, and technician experience for something like this would require several phone calls and a lot of back-and-forth. With Smartsheet, we were able to set up the job details to track not only the special parts needed but also assign a technician who was experienced with that model. When the parts came in, the technician was notified directly through Smartsheet, so he knew the moment everything was ready. It saved us from potential delays and kept the customer fully updated on when the work could be done.” - Gal Cohen, Business Development Leader and Field Area Manager JDM Sliding Doors
Show more
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.
Show more
System Integration: Limited integrations and complex configurations were an issue for reviewers.
Premium Add-Ons: Reviewers noted that advanced features come with a price tag that can be prohibitive for some businesses.
Slow Loading Time: Users reported it takes time to display screens export formats occasionally.
What Users Dislike
Integration: “Despite its many benefits, integrating Smartsheet with other systems posed some challenges. Initially, we experienced issues with data syncing between Smartsheet and our CRM software, leading to discrepancies in our financial reporting. Recognizing this, I allocated specific time for thorough testing before our full implementation, allowing us to identify and resolve any integration issues early on.” - Austin Rulfs, Founder of Zanda Wealth Mortgage Brokers
Learning Curve: “While Smartsheet is powerful, it can feel a bit overwhelming at first. I found that investing time in training sessions helped bridge that gap, making it easier for everyone to adapt and use the tool effectively.” - Russ Johnson, Founder of Linx Legal
Show more
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.
Show more

Smartsheet is a cloud-based work management platform that helps users streamline and organize processes with a spreadsheet-esque interface, flexible templates, multiple views and team collaboration. Apart from the grid view, you can visualize projects using a Gantt chart, Kanban board, calendar view, card view or timeline view. No-code automations are another note-worthy feature, where you can build from templates or scratch.It streamlines project creation with templates suited to different industries and end goals, so you have a jumping-off point instead of going in blind. Team collaboration is another area where Smartsheet shines, with comments, conversations and file and sheet sharing (even with people outside your organization). It also offers a customizable dashboard view, although I did find some of the chart widgets a little tricky to work, without training.Highlights for me were definitely the familiarity of spreadsheet formatting (but with more views and automations), robust collaboration capabilities and guided explainers throughout the setup. However, user reviews noted limited filters and integrations, lags and expensive add-ons as downsides.Overall, Smartsheet is a great option for teams familiar with spreadsheets but are on the lookout for more visualization and collaboration, along with the budget to spend on advanced features.

Show more

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.

Show more

Screenshots

Top Alternatives in Project Management Software


Airtable

Asana

Basecamp

ClickUp

Jira

LiquidPlanner

MeisterTask

Microsoft Project

monday.com

ProofHub

TeamGantt

Teamwork

Wrike

Zoho Projects

Related Categories

Head-to-Head Comparison

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings