Microsoft Dynamics CRM vs Pega Robotic Process Automation comparison

Cancel
You must select at least 2 products to compare!
Microsoft Logo
708 views|695 comparisons
92% willing to recommend
Pega Logo
3,482 views|2,602 comparisons
90% willing to recommend
Comparison Buyer's Guide
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, ServiceNow and others in CRM Customer Engagement Centers.
To learn more, read our detailed CRM Customer Engagement Centers Report (Updated: April 2024).
768,246 professionals have used our research since 2012.
Featured Review
Quotes From Members
We asked business professionals to review the solutions they use.
Here are some excerpts of what they said:
Pros
"The most valuable feature of Microsoft Dynamics CRM is its performance.""Right now we're using the financial features, and we haven't tried the inventory. It's useful more on the financial side.""The solution is versatile and customizable.""Microsoft Dynamics CRM has plenty of valuable features.""The initial setup is pretty straightforward.""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 is easy to use, the UI is very good, and it has many capabilities.""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."

More Microsoft Dynamics CRM Pros →

"​It is a good and matured solution.""The solution's automation handling capability has positively impacted the overall automation process in my experience.""I am impressed with the tool's recording feature.""It is really flexible in what it can do.""The most valuable aspect for myself was access to the .net framework. If I couldn't figure something out using the objects that they had provided, I could bring in the .net objects and do so using similar logic that I would in a .net or C sharp coding language. Having that familiarity was helpful.""Its stability has been good.""They are leaders in the same industry.""The tech support is highly available and there is plenty of online training available."

More Pega Robotic Process Automation Pros →

Cons
"The mobile side of the product doesn't look that great right now.""From my experience, the solution's tech support could improve with a quicker response time.""I am happy with it. If anything, its interface could be improved.""Better integration would be an improvement.""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.""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.""Out of the box, the solution doesn't really have a desirable user experience. We have to set it up and customize it to meet our needs.""This CRM system needs to be more configurable. Its performance still needs improvement, because its screens hang while querying data. It's also not highly scalable, so scalability also needs improvement."

More Microsoft Dynamics CRM Cons →

"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.""The way integration classes are created could be improved.""I would like to improve the tool's integration features and stability.""The orchestration needs to be better.""The development experience needs to be improved.""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.""Excel connectors need to be improved as there are a few connectors in Excel areas.""It is still a niche skill and resources are scarce in the market unless big IT companies are involved."

More Pega Robotic Process Automation Cons →

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 →

    report
    Use our free recommendation engine to learn which CRM Customer Engagement Centers solutions are best for your needs.
    768,246 professionals have used our research since 2012.
    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
    708
    Comparisons
    695
    Reviews
    37
    Average Words per Review
    405
    Rating
    7.6
    Views
    3,482
    Comparisons
    2,602
    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
    Video Not Available
    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 Company15%
    Government10%
    Financial Services Firm10%
    Manufacturing Company7%
    REVIEWERS
    Computer Software Company45%
    Financial Services Firm27%
    Comms Service Provider9%
    Insurance Company9%
    VISITORS READING REVIEWS
    Financial Services Firm27%
    Computer Software Company12%
    Manufacturing Company9%
    Insurance Company6%
    Company Size
    REVIEWERS
    Small Business52%
    Midsize Enterprise28%
    Large Enterprise20%
    VISITORS READING REVIEWS
    Small Business26%
    Midsize Enterprise17%
    Large Enterprise57%
    REVIEWERS
    Small Business13%
    Midsize Enterprise17%
    Large Enterprise70%
    VISITORS READING REVIEWS
    Small Business13%
    Midsize Enterprise9%
    Large Enterprise78%
    Buyer's Guide
    CRM Customer Engagement Centers
    April 2024
    Find out what your peers are saying about Microsoft, Salesforce, ServiceNow and others in CRM Customer Engagement Centers. Updated: April 2024.
    768,246 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 7.6, 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.