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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 March 2025, in the Sales Force Automation category, the mindshare of Microsoft Dynamics CRM is 36.8%, up from 34.7% compared to the previous year. The mindshare of Pega Sales Automation is 0.3%, up 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's return on investment is worth it."
"The way it effectively works with the array of other Microsoft tools, such as Azure, is valuable. It works very well with the use of data linking and things like that. Overall, it is a great overall tool to have an effective understanding of the transactional background of each of our customers."
"Integration with other Microsoft tools is a good feature of Microsoft Dynamics CRM."
"The most valuable features of Microsoft Dynamics CRM are its easy operations and functionality."
"Microsoft Dynamics CRM has good integration with the Microsoft Stack of solutions. However, the Salesforce ecosystem is stronger."
"The most useful feature that this solution provides is the ability to make dashboards for the business easily as our company is managed using KPIs and metrics."
"The feature I like best in Microsoft Dynamics CRM is being able to market to segments instead of choosing individual people to market to."
"The product is user-friendly."
"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 CRM could improve by being more user-friendly and having a better design. I have used Service Desk and it is not user-friendly but this solution is worse. The graphical interface is not intuitive, you need someone to guide you or you will have difficulties navigating around to find the file you need. The data we are normally dealing with is boring enough and the interface could be more attractive and more exciting. The tabs and arrangement could be done better to be more user-friendly. Microsoft Excel, PowerPoint, and Word are fine and Microsoft should extend their user-friendliness and intuitiveness to Microsoft Dynamics."
"The tool should be micro-services-based. If it's not already implemented, the architecture could be enhanced by transitioning to a microservices-based model. This would allow each module to be managed independently, reducing downtime and enabling teams to work autonomously on specific services."
"During a period of time, restoring data and maintaining it could be better in Microsoft Dynamics CRM."
"The setup with other email servers, other than Microsoft Outlook, could be improved. Alternatively, we'd like to have some feature that allows us to send emails directly from our inboxes to the CRM and assign it to a certain client."
"We would like to see the tech support for this product improved, at present we are frequently waiting for a couple of days before we receive any response."
"The UI could definitely be improved."
"One area for improvement in Microsoft Dynamics CRM is its end user feedback. It's still not that great compared to Salesforce. They also need to improve on the look and feel of the solution, because those are still slightly better on Salesforce."
"A built-in automation engine to automate parts of workflows would be beneficial. That's the feature I'd be most happy to see expanded. It's currently tagged as simple automation, but I'd love some predictive capability."
"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

"It is a very comprehensive package. We get everything from Access to D 365. We get Microsoft's suite of tools. I'm not too sure about the pricing, but I can't imagine it being cheap."
"Licensing fees are paid on a monthly basis."
"We have deployed the cloud-based version and it is a subscription and the price is based on the number of users using it."
"Microsoft Dynamics CRM's price is too high."
"For the price of Microsoft Dynamics CRM, you receive a lot of comprehensive functionality. Additionally, it integrates very well. We pay approximately $100 a month to use the solution and we do not have any additional costs."
"I am not the person who pays for Microsoft Dynamics CRM but it is expensive. I have been using Microsoft Azure, which Microsoft Dynamics CRM is built on, and I know we prepaid for the services. For me as a consumer, I do not think I can afford it, mainly because I am only learning how to use the AI and the rate which they charge is high. In general, Microsoft solutions are expensive and this is most likely due to the brand, this is something you expect. However, the price might be high but you receive a highly secure solution."
"The solution is open source and is free. However, it does require a Dynamics 365 subscription."
"The cost could be cheaper. I would rate them 3 out of 5."
Information not available
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Top Industries

By visitors reading reviews
Computer Software Company
12%
Government
11%
Financial Services Firm
11%
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: February 2025.
842,296 professionals have used our research since 2012.