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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
Number of Reviews
1
Ranking in other categories
No ranking in other categories
 

Mindshare comparison

As of January 2025, in the Sales Force Automation category, the mindshare of Microsoft Dynamics CRM is 38.6%, up from 32.4% 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

Arun Srivastav - PeerSpot reviewer
Easy to use and integrates well with emails, WhatsApp, and SMS gateways
The most valuable feature of Microsoft Dynamics CRM is the campaign feature. The solution's campaign feature allows you to collate a group of customers and the frequency of email notifications sent to them. You can put an advertising budget for a series of customers, whereby high net-worth individuals will be marketed for high-end products. Low-end customers will be in a different campaign. So, we run campaigns on different sectors of customers. One of the solution's good features is integration because it directly integrates with Microsoft tools. Microsoft Office 365 and Microsoft Teams are built into it. The solution gives a varied network of text and email gateways, which are already integrated and come with the package.
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 initial setup is very easy."
"The control that we have of a process and the ability to have everything recorded from the beginning to the end of the process have been the most valuable features."
"The solution is versatile and customizable."
"The Outlook calendar has been very helpful for us."
"The most valuable feature is the reporting tab."
"My access to Microsoft Dynamics CRM is limited, so I can only access the feature of registering the pipeline and activities. That feature is enough for me to do the job, and is what I find most valuable in the solution."
"Microsoft Dynamics CRM has a very nice UI, and is very easy to use. It's easy to install, has a lot of features, and provides good technical support."
"The most valuable features of Microsoft Dynamics CRM are its easy operations and functionality."
"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

"The approvals component of Dynamics is complex. It isn't very easy to generate approvals between different departments."
"Microsoft Dynamics CRM would be far superior if it had an analytical dashboard and AI-based systems."
"The price of Microsoft Dynamics CRM could improve."
"Microsoft Dynamics CRM could improve the built-in reports. The ones that are included are pretty generic unless you subscribe to Microsoft BI, which is an extra fee. They should offer the reports without having to purchase a separate subscription for Microsoft BI. However, the reports in Microsoft BI are fantastic."
"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."
"We had to do some customizations on top and it got a bit cumbersome."
"Overall, the solution could be made to be more user friendly."
"The integration capability with other systems could be improved, particularly the Lead Generation system."
"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

"The cost varies on multiple factors including customization and the number of users."
"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 Dynamics CRM is slightly cheaper than Salesforce today. Pricing for the solution is pretty aggressive in the market."
"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."
"Microsoft Dynamics CRM is an expensive solution."
"The customers that have Microsoft Office 365, the license price is competitive. It is competitive because the next solution above it is Salesforce, which is licensed quite high. The price annually was approximately $55 per user but we did a combination of users with some of them having the higher range of approximately $85."
"The cost could be cheaper. I would rate them 3 out of 5."
"The cost depends on a number of factors, so whoever is implementing it will need to take that into consideration before it is done."
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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?
During a period of time, restoring data and maintaining it could be better in Microsoft Dynamics CRM.
What is your primary use case for Microsoft Dynamics CRM?
I use Microsoft Dynamics CRM because of its flexible design.
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
 

Learn More

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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
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