Microsoft Dynamics CRM vs Pega Robotic Process Automation comparison

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707 views|694 comparisons
92% willing to recommend
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3,344 views|2,517 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.

Find out what your peers are saying about Microsoft, Salesforce, Oracle and others in CRM Customer Engagement Centers.
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
"Microsoft Dynamics CRM has good integration with the Microsoft Stack of solutions. However, the Salesforce ecosystem is stronger.""It is good for sales and service maintenance. It has various integration tools.""Our clients appreciate that the solution can be used to monitor everything their customer interacts with in their business.""It ensures that there's continuity, and you don't have to start asking the customer about what happened. From CRM, you can easily see all the interactions and events in the record and take it from there.""Dynamics is a complete tool that helps the company measure and track sales, orders, current customers, and the sales pipeline.""The solution is stable.""The solution's return on investment is worth it.""The product is user-friendly."

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"I am impressed with the tool's recording feature.""The workflow system is very intuitive.""Pega is very mature. It's very old. They have grown with time, and they have learned. Other robotic process automation solutions are basically focused on only doing the automation, whereas Pega also gives you a workflow system so that you can create a workflow.""The most valuable features are the loops to lookup tables to read the data.""It was very smooth and very seamless to create automations.""The low-code/no-code development aspect of the solution is great.""Its stability has been good.""The initial setup is pretty easy and quite fast."

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Cons
"The approvals component of Dynamics is complex. It isn't very easy to generate approvals between different departments.""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.""I am happy with it. If anything, its interface could be improved.""From my experience, the solution's tech support could improve with a quicker response time.""Microsoft Dynamics CRM would be far superior if it had an analytical dashboard and AI-based systems.""Microsoft Dynamics CRM could improve by making it easier to export data to SharePoint because most of our customers use SharePoint. They have to log into a Microsoft environment platform from their SharePoint for access should be made easier. Additionally, if the customer portal was enhanced for it to be customized it would be a benefit.""It is difficult to qualify opportunity in Microsoft Dynamics CRM.""We had to do some customizations on top and it got a bit cumbersome."

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"Rule versioning and deployment to enable parallel development could still be improved​""I would like to see an enhanced auditing feature included.""Excel connectors need to be improved as there are a few connectors in Excel areas.""The way integration classes are created could be improved.""It's difficult not knowing when alerts will arrive.""Pega Robotic Process Automation scalability is too low.""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 ease-of-use could be improved."

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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
    707
    Comparisons
    694
    Reviews
    35
    Average Words per Review
    410
    Rating
    7.8
    Views
    3,344
    Comparisons
    2,517
    Reviews
    12
    Average Words per Review
    609
    Rating
    7.5
    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.
    772,649 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 9th 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.