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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
17th
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
24th
Average Rating
8.0
Reviews Sentiment
7.0
Number of Reviews
10
Ranking in other categories
CRM Customer Engagement Centers (6th)
 

Mindshare comparison

As of March 2026, in the CRM category, the mindshare of Dynamics 365 Sales is 0.5%, up from 0.4% 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.
reviewer2388567 - PeerSpot reviewer
Senior Manager, Siebel Services, Technology Enablement at a consultancy with 10,001+ employees
Can be deployed easily but needs to offer more out-of-the-box adaptors
The disadvantage of the tool stems from the fact that it does not allow users to make database-level modifications. In Siebel CRM, you have complete control over your database, you can do any database-level modifications, and you can create a custom data model within your database, but such functionalities are not available in Pega CRM. The UI and UI level modifications that are available in Siebel CRM with JavaScript within the jQuery framework, which is basically an open UI framework built by Siebel on top of a UI layer, are available in the tool. The level of UI modifications allowed by Siebel CRM is not available in Pega CRM. The aforementioned areas can be considered for improvement in the tool. I would like to see more out-of-the-box adaptors in Pega CRM since it is an area where the tool has certain shortcomings.

Quotes from Members

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

Pros

"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."
"The tool is on the same screen as Microsoft and Windows, which makes it easier for end users to learn. Its features are good, and the solution's integration is without challenges."
"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."
"Microsoft 365, in its entirety, provides a collaborative environment that allows me to connect to multiple tools, including email, drive, and cloud hosting folders."
"Dynamics 365 Sales is a stable solution with good documentation."
"Dynamics 365 Sales has a sales feature that is easy to use. It is easy to understand and use."
"The AI provides insights about the customer."
"It allows effective management of the follow-ups of leads and potential opportunities."
"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."
"The solution is very easy to use."
"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."
"The product's deployment phase was easy."
"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 case management feature is really valuable."
"Great flexibility and its locking mechanism enable multiple users to work on the same case seamlessly."
"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."
 

Cons

"The solution needs to include accurate and free online tutorials."
"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."
"There's room for improvement in the pricing models."
"The solution’s stability could be improved."
"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."
"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."
"The solution needs an improved connection to AI."
"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."
"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."
"They should enable the data-driven streaming feature inside it."
"For many of the clients, they have a separate system or separate layer of UI and a separate layer of the business rules engine, which Pega has taken care of in the recent releases."
"The UI is lagging and needs to be improved."
 

Pricing and Cost Advice

"The pricing is challenging, which is particularly relevant for countries like Pakistan and others with limited budgets."
"The platform is expensive."
"The cost of the solution is very similar to that of other solutions like Salesforce CRM."
"Dynamics 365 Sales' pricing is in the middle. It's not expensive like SAP and Oracle."
"It is expensive."
"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."
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Top Industries

By visitors reading reviews
Construction Company
16%
Marketing Services Firm
10%
Comms Service Provider
9%
Media Company
7%
Financial Services Firm
21%
Computer Software Company
8%
Construction Company
7%
Educational Organization
6%
 

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 do you like most about Dynamics 365 Sales?
It integrates well with other Microsoft products, enhancing sales workflow.
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 do you like most about Pega CRM?
The product's deployment phase was easy.
What needs improvement with Pega CRM?
The disadvantage of the tool stems from the fact that it does not allow users to make database-level modifications. In Siebel CRM, you have complete control over your database, you can do any datab...
What is your primary use case for Pega CRM?
Pega CRM uses a layer cake architecture. Basically, the tool is a convenient application to use even if you are not a technical person, like a business analyst. I use the solution for the CRM modul...
 

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: March 2026.
885,311 professionals have used our research since 2012.