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Dynamics 365 Sales vs Pega CRM comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Dec 19, 2024

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

Dynamics 365 Sales
Ranking in CRM
16th
Average Rating
8.6
Reviews Sentiment
7.1
Number of Reviews
14
Ranking in other categories
No ranking in other categories
Pega CRM
Ranking in CRM
36th
Average Rating
8.0
Reviews Sentiment
7.0
Number of Reviews
10
Ranking in other categories
CRM Customer Engagement Centers (10th)
 

Mindshare comparison

As of July 2026, in the CRM category, the mindshare of Dynamics 365 Sales is 0.5%, up from 0.5% compared to the previous year. The mindshare of Pega CRM is 0.9%, down from 1.4% compared to the previous year. It is calculated based on PeerSpot user engagement data.
CRM Mindshare Distribution
ProductMindshare (%)
Dynamics 365 Sales0.5%
Pega CRM0.9%
Other98.6%
CRM
 

Featured Reviews

reviewer2245296 - PeerSpot reviewer
Sr. Manager, Tmt Business Consulting (Focused On B2 B Tech Product Cos.) at a security firm with 11-50 employees
Efficient and intuitive experience facilitates global sales collaboration and optimizes user engagement
Beyond what Dynamics 365 Sales currently provides, any improvement would require a combination of processes, changes, and user behavior modifications on our side coupled with the product. The product has launched numerous features, including AI capabilities, though I haven't found use for many of them. Reducing feature bloat would be beneficial, especially considering different organizational needs. In a federated B2B company, CRM usage is limited to fundamental fields. Performance improvements, such as reducing field loading time from three seconds to one second, don't significantly impact average users. In our B2B organization, which consists of numerous companies each generating several million dollars in revenue, teams only need 5-10 strong features. Additional features are primarily useful for central sales revenue operations teams handling reports and analysis. For average users in a B2B services organization, the current feature set is sufficient. Over the last few months, we have received many AI features and co-pilot integration into Teams. However, additional CRM features are not necessary for our usage.
Srinivas Ganisetti - PeerSpot reviewer
AVP/Sr Analyst Apps at a financial services firm with 10,001+ employees
Case management feature is valuable but the pricing is expensive
I would like to suggest the solution but it really depends on your specific requirements, your business use cases and future plans. There is a significant investment involved in this solution and therefore it is very crucial to reevaluate your future necessity including automation potential and modernization plans. I would suggest that you select any kind of solution and explore alternatives of similar functionalities at a lower cost. This might help you to achieve more with less. In my experience, I would rate it between seven to eight because it offers robust capabilities. But please be aware that other BPM tools are emerging with similar features at a lower cost. Pega CRM is perceived as bulk care compared to order tools, as many of its capabilities are potentially underutilized. I would rate it 7 out of 10.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"It allows effective management of the follow-ups of leads and potential opportunities."
"It integrates well with other Microsoft products, enhancing sales workflow."
"Dynamics 365 Sales offers robust integration capabilities with third-party tools, complemented by our in-house developed applications. We've tailored our pricing within Dynamics 365 to suit our specific needs, collaborating closely with our teams for its development. Leveraging Azure and Microsoft Office 365 integration, Dynamics 365 becomes even more powerful."
"What makes Dynamics 365 Sales interesting is the new AI capabilities through CoPilot, which can help write in NLP and look through what's happening on the opportunities without getting into the details."
"The most valuable features of Dynamics 365 Sales for us are the standard functional power platform applications for business processes."
"It stands out as an exceptional choice for businesses seeking a comprehensive ERP solution that offers a range of features, including finance, payroll, and HR modules, making it more than just a retail tool."
"The AI provides insights about the customer."
"Dynamics 365 Sales has a sales feature that is easy to use. It is easy to understand and use."
"Pega offers a clear parent-child case relationship that's easily created and maintained. Dependencies can be configured, where reaching a specific stage in a parent case automatically triggers a child task in a child case, while the parent case remains on hold until a certain condition is met before moving forward. This configuration allows multiple users to work on cases in parallel. Many of these settings are readily available within Pega case settings. Overall, Pega's case management is unparalleled compared to other options."
"One of the most valuable features of Pega CRM for our team's productivity is its ease of setup, thanks to its configuration-driven approach."
"Great flexibility and its locking mechanism enable multiple users to work on the same case seamlessly."
"We can effortlessly manage the data within it, and it offers ease of use and high flexibility to present the data across various vendors."
"The most valuable feature is the ability to pull information about the customer on-the-fly so they feel the interaction is more personal."
"The solution is very easy to use."
"The product's deployment phase was easy."
"This is all about one use case where we are basically orchestrating all the different systems into one system and making sure that all the information is presented on one page, which improves the efficiency and results in a good experience for the customer."
 

Cons

"At the start of the project, we made this mistake by relying on Power Automate. We discovered latency issues and problems related to the limits exist."
"However, having more dashboards and customizable templates, specifically tailored for sales in Dynamics 365, would enhance its usability even further. Being able to create custom dashboards would be particularly beneficial."
"The solution needs an improved connection to AI."
"Making it more budget-friendly would be beneficial."
"It's very structured, and the out-of-the-box functionality is very limited, meaning you have to do a lot of customizations."
"There's room for improvement in the pricing models."
"Reducing feature bloat would be beneficial, especially considering different organizational needs."
"I have not noticed anything that I would recommend for improvement so far."
"The disadvantage of the tool stems from the fact that it does not allow users to make database-level modifications."
"It would be beneficial to enhance the pricing and support implementation options as they are currently quite expensive."
"The solution has room for improvement around decisional and real-time data analysis."
"Price is always a concern for many organizations. They often think Pega is expensive, and sometimes they don't fully understand the pricing model."
"The UI should be improved."
"They should enable the data-driven streaming feature inside it."
"The UI is lagging and needs to be improved."
"There has been a common acknowledgment among customers that this solution is an expensive tool and they often opt for cheaper tools like Comodo"
 

Pricing and Cost Advice

"The platform is expensive."
"Dynamics 365 Sales' pricing is in the middle. It's not expensive like SAP and Oracle."
"The pricing is challenging, which is particularly relevant for countries like Pakistan and others with limited budgets."
"The cost of the solution is very similar to that of other solutions like Salesforce CRM."
"The pricing is on the higher side."
"We have numerous uses of the solution in our organisation. Almost 72 applications are integrated with Pega CRM, and some of them are shutting down for various reasons including the high licensing costs. There is a strong focus in the market and offices on cost reduction."
"It is expensive."
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Top Industries

By visitors reading reviews
Construction Company
18%
Marketing Services Firm
10%
Financial Services Firm
10%
Comms Service Provider
10%
Financial Services Firm
18%
Construction Company
10%
Manufacturing Company
9%
Educational Organization
8%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business9
Midsize Enterprise2
Large Enterprise4
By reviewers
Company SizeCount
Midsize Enterprise2
Large Enterprise8
 

Questions from the Community

What needs improvement with Dynamics 365 Sales?
Beyond what Dynamics 365 Sales currently provides, any improvement would require a combination of processes, changes, and user behavior modifications on our side coupled with the product. The produ...
What is your primary use case for Dynamics 365 Sales?
Our organization uses Dynamics 365 Sales for global sales collaboration. Previously, CRM was being treated as Outlook, with everyone in the organization receiving it by default regardless of necess...
What advice do you have for others considering Dynamics 365 Sales?
As a user, five essential features are sufficient rather than having 50 different options. In our business model, where individual businesses handle 10-20 high-value accounts, simplicity is key. Th...
Ask a question
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Also Known As

No data available
Chordiant
 

Overview

 

Sample Customers

Information Not Available
The State of Maine, Aegis, Aegon, AIG Japan, ING
Find out what your peers are saying about Dynamics 365 Sales vs. Pega CRM and other solutions. Updated: June 2026.
902,894 professionals have used our research since 2012.