G2 Vendor Directory

Dynamics 365 Project Operations vs. Planhat

A side-by-side comparison based on G2 review data.

MetricDynamics 365 Project Operations

by Microsoft

Planhat

by Planhat

Overall rating4.04.5
Review count12964
Ease of use8.18.5
Ease of setup0.07.9
Quality of support8.19.3
Meets requirements8.78.8
NPS2572.89916
Small Business16.7%32.1%
Mid-Market50.0%61.0%
Enterprise33.3%6.9%
Total page views533,902
Total LLM citations15121,362

Dynamics 365 Project Operations

Dynamics 365 for Project Service Automation helps teams work efficiently by giving them automation technology and a complete view into their client relationships.

Pros

    Planhat

    Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering.

    Pros

    • Ease of Use
    • Customer Support
    • Customization
    • Automation Efficiency
    • Efficiency
    • Automation