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Microsoft Dynamics CRM vs Pega Sales Automation comparison

 

Comparison Buyer's Guide

Executive Summary

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

Microsoft Dynamics CRM
Ranking in Sales Force Automation
2nd
Average Rating
7.8
Reviews Sentiment
7.0
Number of Reviews
76
Ranking in other categories
CRM Customer Engagement Centers (1st), CRM (2nd), Local Government CRM (1st), Marketing Management (2nd)
Pega Sales Automation
Ranking in Sales Force Automation
12th
Average Rating
8.0
Reviews Sentiment
8.3
Number of Reviews
1
Ranking in other categories
No ranking in other categories
 

Mindshare comparison

As of February 2025, in the Sales Force Automation category, the mindshare of Microsoft Dynamics CRM is 37.6%, up from 33.6% compared to the previous year. The mindshare of Pega Sales Automation is 0.3%, down from 0.3% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Sales Force Automation
 

Featured Reviews

Rishabh Chhajer - PeerSpot reviewer
Intuitive APIs, customizable design, but dashboards could improve
The most advantageous aspect of Microsoft Dynamics CRM is its periodic updates. Every quarter, Microsoft releases upgrades that address bugs and vulnerabilities. As a company governed by the Reserve Bank of India and SAP security regulations for our stock operations, we conduct periodic reviews of our applications, including Microsoft Dynamics CRM. Whenever we submit an audit report and identify bugs, we reach out to the Microsoft team for assistance. They assure us that the issues will be fixed in the next quarterly release. As a result, we have not experienced any outstanding bugs that have not been recorded or addressed.
Mohammed Tafazal - PeerSpot reviewer
A scalable low-code platform with an easy initial setup phase
Stability-wise, I rate the solution an eight out of ten. The stability of Pega Sales Automation depends upon how an IT architecture is built, and because of this, I can say that users would experience no downtimes in an IT environment with high-availability servers. With Pega Sales Automation, I haven't seen any downtimes.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"The solution is easy to use and stable. It offers a 360-degree view of your customers. It allows you to track interactions, giving you full visibility into customer habits and behavior"
"Microsoft Dynamics CRM is easy to use, the UI is very good, and it has many capabilities."
"The most valuable feature of Microsoft Dynamics CRM is its ease of use."
"Right now we're using the financial features, and we haven't tried the inventory. It's useful more on the financial side."
"The support is brilliant. All OEMs are pretty helpful."
"The most valuable feature of Microsoft Dynamics CRM is its performance."
"The most valuable feature of Microsoft Dynamics CRM has to be its interface...Microsoft Dynamics CRM has a user-friendly platform."
"The deployment of Microsoft Dynamics CRM is easy because it's a software as a service, which eliminates the need to deploy anything in our data center."
"The initial setup of Pega Sales Automation was easy since it is a tool meant for sales-related activities, and moreover, it is a very low-code tool."
 

Cons

"Microsoft Dynamics could have better note-taking capabilities. It should have more preset options where you enter notes by clicking a box instead of writing them out."
"The solution should improve the user experience in the process of creating and activating offers."
"If there was a bit more automation, specifically for marketing tasks, that would be ideal."
"When it comes to any necessary changes or updates, we have issues. It is not very agnostic in terms of working with other platforms. A lot of data transformation had to be done internally in order to send it to various systems."
"The main issue with Microsoft Dynamics CRM is that its GUI isn't very attractive. Overall, the solution has the same functionalities as other CRMs such as Salesforce, but Salesforce is much simpler to use. Microsoft Dynamics CRM is complicated to use, and this is another area for improvement. It was also more difficult to set up the solution, so its setup could still be improved. What I'd like to see in the next version of Microsoft Dynamics CRM is a cleaner user interface because currently, it looks messy to me. Salesforce CRM has a better, more simplified user interface that makes it easier for you to get what you need, while in Microsoft Dynamics CRM, you have to put in a lot of effort to get things done."
"Microsoft Dynamics CRM could improve by making the ports and dashboards more intuitive using Microsoft Azure analytical features. Compared to Salesforce and other partners, the dashboards in Microsoft Dynamics CRM are less intuitive."
"My company's biggest challenge with Microsoft Dynamics CRM is wanting to market solely to leads without having to create a contact and link the contact to the lead. From a marketing standpoint, there's room for improvement in the lead process of Microsoft Dynamics CRM."
"It lacks to provide a more detailed profile of the customer, which would have been better and more useful."
"I want Pega Sales Automation to provide users with more predictive and adaptive models and on how to get a forecast of upcoming leads since these two are areas where the solution lacks."
 

Pricing and Cost Advice

"We have a three-year ELA with all our Microsoft solutions and often we had to do a true-up which was approximately $1,000,000. Additionally, we pay approximately $2,500 a month for support."
"Dynamics CRM's pricing is fair."
"Microsoft Dynamics CRM's price is too high."
"The price of the solution is good but could be cheaper."
"On a scale from one to ten with one being expensive and ten being of great value, I would rate Microsoft Dynamics CRM at six on pricing."
"Microsoft often encourages customers to commit to multi-year enterprise-level agreements, such as three or five-year deals with a minimum commitment of, for example, $200,000 dollars. However, in order to acquire more customers, I believe Microsoft should offer this same rate for one-year commitments for customers who want to experience it."
"Microsoft Dynamics CRM is an expensive solution. However, most good CRMs are expensive."
"The solution is expensive."
Information not available
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Top Industries

By visitors reading reviews
Computer Software Company
13%
Financial Services Firm
11%
Government
10%
Manufacturing Company
8%
No data available
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
 

Questions from the Community

What do you like most about Microsoft Dynamics CRM?
The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports.
What needs improvement with Microsoft Dynamics CRM?
Costing might be a reason for concern. It could be an issue for the organization, or maybe not. It's uncertain.
What is your primary use case for Microsoft Dynamics CRM?
I use the solution to manage the lead sales pipeline and enable the marketing department to maintain customer data.
What do you like most about Pega Sales Automation?
The initial setup of Pega Sales Automation was easy since it is a tool meant for sales-related activities, and moreover, it is a very low-code tool.
What needs improvement with Pega Sales Automation?
I want Pega Sales Automation to provide users with more predictive and adaptive models and on how to get a forecast of upcoming leads since these two are areas where the solution lacks.
What is your primary use case for Pega Sales Automation?
I have not worked full-fledged with Pega Sales Automation. In my company, we use Pega Sales Automation during presale phases with clients. Pega Sales Automation is used in our company because we us...
 

Also Known As

Dynamics CRM, MS Dynamics CRM
No data available
 

Overview

 

Sample Customers

Metro Bank, Nissan, Pandora, Delta, Haynes International, City of London, Trek and many more market leaders.
nissha, ocbc bank, telecom, bny mellon
Find out what your peers are saying about Salesforce, Microsoft, Zoho and others in Sales Force Automation. Updated: January 2025.
837,501 professionals have used our research since 2012.