Microsoft Dynamics CRM vs Pega Robotic Process Automation comparison

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698 views|684 comparisons
92% willing to recommend
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3,211 views|2,411 comparisons
90% willing to recommend
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Executive Summary

We performed a comparison between Microsoft Dynamics CRM and Pega Robotic Process Automation based on real PeerSpot user reviews.

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To learn more, read our detailed CRM Customer Engagement Centers Report (Updated: May 2024).
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Featured Review
Quotes From Members
We asked business professionals to review the solutions they use.
Here are some excerpts of what they said:
Pros
"It is good for sales and service maintenance. It has various integration tools.""Dynamics is a complete tool that helps the company measure and track sales, orders, current customers, and the sales pipeline.""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 feature I like best in Microsoft Dynamics CRM is being able to market to segments instead of choosing individual people to market to.""The history of engagement with our customers, including all conversations, has been most valuable when using this solution.""Technical support is completely good.""The most valuable feature of Microsoft Dynamics CRM is its ease of use.""The most valuable feature of Microsoft Dynamics CRM is that it is a low-code platform and we can perform business process management."

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"The most valuable features are the loops to lookup tables to read the data.""User-friendly, easy to understand and has many features including the ability to track.""The solution's ability to create adapters quickly is its most valuable feature.""Pega Robotics offers all the required features to build end-to-end process automation like any other similar tools. It's unique development style using data line and control flow line makes it easy to debug through the flow.""If you want to make any kind of base automation, you can easily code exactly what you want.""The tech support is highly available and there is plenty of online training available.""We have a very large operational team and we are able to avoid mistakes and ensure accuracy and speed using Pega.""It was very smooth and very seamless to create automations."

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Cons
"This is a good tool, but if you don't have experience using a CRM solution, there are a lot of things you'll need to learn. This tool needs to be more user-friendly.""They should work on improving the solution's scalability.""We had to do some customizations on top and it got a bit cumbersome.""It would be a little bit easier if there were better ways to configure and modify native add-ins or plugins.""The UI could definitely be improved.""The manufacturing module could be improved. I would like to see customization in the next release.""The solution's interface has room for improvement.""In terms of the performance, when it comes to loading a large volume of data, it's slow at times, so the system could be optimized."

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"What I don't like that much in Pega Robotic Process Automation is its monitoring tool because that tool is tightly connected with the platform. If the Pega team can deploy the monitoring tool separately, so that it's a separate solution altogether, then that would be good because currently, if you have to use the monitoring tool, then that means you have to use the Pega Robotic Process Automation platform. The initial setup for Pega Robotic Process Automation also needs improvement because it is complex. The only additional feature I'd like to see in the solution is for the monitoring tool to be a stand-alone rather than being tightly coupled with the Pega platform. Looking at the current features of Pega Robotic Process Automation concerning application automation, it covers most of my needs currently.""The development experience needs to be improved.""I would like to improve the tool's integration features and stability.""The way integration classes are created could be improved.""They have tied the deployment with the Pega BPM product, the robot manager. You need to have the BPM installed.""Pega Robotic Process Automation can improve the OGR area. You don't have a feature to read documents in computer voices.""There have been some scenarios where the bot was not able to replace some of the controls and could not recognize and personalize the task we wanted to automate.""The handwritten structured and semi-structured data recognition accuracy is much lower and is an area that definitely needs to improve."

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Pricing and Cost Advice
  • "We have to buy a separate license in order to implement the social listening feature."
  • "It's kind of pricey. It's about $50 or $60 per user."
  • "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."
  • "There is a license required to use Microsoft Dynamics CRM."
  • "The price of the solution is good but could be cheaper."
  • "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."
  • "Pricing for this software could be cheaper."
  • "The solution is open source and is free. However, it does require a Dynamics 365 subscription."
  • More Microsoft Dynamics CRM Pricing and Cost Advice →

  • "​I was not involved in licensing and pricing, but it is worth the cost​."
  • "Pega is pretty costly."
  • "Pega Robotic Process Automation is an expensive solution."
  • "In terms of Pega Robotic Process Automation pricing, I would rate it a five out of five because the solution has a good price. Pricing is not very high, though I'm unsure of the exact cost, based on my experience, the price for Pega Robotic Process Automation is less than Blue Prism because I worked with a few clients that have both solutions and my clients prefer Pega Robotic Process Automation over Blue Prism particularly because of the licensing costs."
  • "Pega is as competitive as the basic players such as UiPath or Automation Anywhere. UiPath is the most expensive, but Pega is at par with Automation Anywhere."
  • "I would rate the product's pricing a nine out of ten."
  • "The licensing cost is too high."
  • More Pega Robotic Process Automation Pricing and Cost Advice →

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    Questions from the Community
    Top Answer:The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports.
    Top Answer:The solution should improve the user experience in the process of creating and activating offers. Sometimes, the process is a little bit slow because it has too many details. It also depends on how… more »
    Top Answer:We use Microsoft Dynamics CRM to control sales advancements in our company.
    Top Answer: The solution's automation handling capability has positively impacted the overall automation process in my experience.
    Top Answer:I would rate the pricing a six out of ten, with ten being expensive.
    Top Answer:It's a good tool, but I feel like it doesn't get updated frequently enough. There aren't a lot of new features or a clear roadmap for future improvements. While it's technically sound, it could be… more »
    Ranking
    Views
    698
    Comparisons
    684
    Reviews
    31
    Average Words per Review
    428
    Rating
    7.8
    Views
    3,211
    Comparisons
    2,411
    Reviews
    11
    Average Words per Review
    642
    Rating
    7.3
    Comparisons
    Also Known As
    Dynamics CRM, MS Dynamics CRM
    Pega RPA, OpenSpan
    Learn More
    Pega
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    Overview

    Microsoft Dynamics CRM is a comprehensive customer relationship management solution that helps businesses streamline their sales, marketing, and customer service processes. With its user-friendly interface and powerful features, it enables organizations to effectively manage their customer interactions and drive business growth.

    One of the key features of Microsoft Dynamics CRM is its sales automation capabilities. It allows sales teams to track leads, manage opportunities, and close deals more efficiently. The solution provides a centralized platform for managing customer information, enabling sales representatives to access real-time data and make informed decisions. It also offers tools for forecasting, pipeline management, and sales analytics, helping businesses optimize their sales processes and drive revenue growth.

    In addition to sales automation, Microsoft Dynamics CRM offers robust marketing automation features. It enables marketers to create and execute targeted marketing campaigns, track campaign performance, and generate actionable insights. The solution provides tools for lead management, email marketing, social media integration, and customer segmentation, allowing businesses to engage with their customers effectively and drive marketing ROI.

    Furthermore, Microsoft Dynamics CRM helps organizations deliver exceptional customer service. It provides a unified view of customer interactions, enabling customer service representatives to deliver personalized and timely support. The solution offers case management, a knowledge base, and self-service portal capabilities, empowering customers to find answers to their queries and resolve issues on their own. It also provides tools for service analytics and reporting, helping businesses identify areas for improvement and enhance customer satisfaction.

    With Pega Robotic Process Automation (RPA), organizations can automate the mundane, tedious, time-consuming, manual work that is hampering productivity and efficiency. Whether adjudicating claims, onboarding customers or employees, reconciling financials, updating customer information in systems record, Pega RPA can manage the work across your enterprise.

    Sample Customers
    Metro Bank, Nissan, Pandora, Delta, Haynes International, City of London, Trek and many more market leaders.
    eBay Enterprise, M&I Bank
    Top Industries
    REVIEWERS
    Computer Software Company29%
    Financial Services Firm19%
    Manufacturing Company10%
    Comms Service Provider6%
    VISITORS READING REVIEWS
    Computer Software Company14%
    Financial Services Firm11%
    Government10%
    Manufacturing Company7%
    REVIEWERS
    Computer Software Company45%
    Financial Services Firm27%
    Comms Service Provider9%
    Insurance Company9%
    VISITORS READING REVIEWS
    Financial Services Firm28%
    Computer Software Company11%
    Manufacturing Company10%
    Insurance Company6%
    Company Size
    REVIEWERS
    Small Business51%
    Midsize Enterprise28%
    Large Enterprise22%
    VISITORS READING REVIEWS
    Small Business26%
    Midsize Enterprise16%
    Large Enterprise58%
    REVIEWERS
    Small Business13%
    Midsize Enterprise17%
    Large Enterprise70%
    VISITORS READING REVIEWS
    Small Business14%
    Midsize Enterprise9%
    Large Enterprise77%
    Buyer's Guide
    CRM Customer Engagement Centers
    May 2024
    Find out what your peers are saying about Microsoft, Salesforce, Oracle and others in CRM Customer Engagement Centers. Updated: May 2024.
    772,679 professionals have used our research since 2012.

    Microsoft Dynamics CRM is ranked 1st in CRM Customer Engagement Centers with 68 reviews while Pega Robotic Process Automation is ranked 10th in Robotic Process Automation (RPA) with 22 reviews. Microsoft Dynamics CRM is rated 7.8, while Pega Robotic Process Automation is rated 7.6. The top reviewer of Microsoft Dynamics CRM writes "Intuitive APIs, customizable design, but dashboards could improve". On the other hand, the top reviewer of Pega Robotic Process Automation writes "Great for UI creation, helpful support services, and reliable". Microsoft Dynamics CRM is most compared with Salesforce Sales Cloud, SAP CRM, ServiceNow, Siebel CRM and monday.com, whereas Pega Robotic Process Automation is most compared with UiPath, Blue Prism, Automation Anywhere (AA), Microsoft Power Automate and Pega CRM.

    We monitor all CRM Customer Engagement Centers reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.