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Dynamics 365 Sales vs Pega Customer Service 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
15th
Average Rating
8.6
Reviews Sentiment
7.1
Number of Reviews
14
Ranking in other categories
No ranking in other categories
Pega Customer Service
Ranking in CRM
31st
Average Rating
8.6
Reviews Sentiment
6.0
Number of Reviews
6
Ranking in other categories
AI Customer Support (76th)
 

Mindshare comparison

As of August 2026, in the CRM category, the mindshare of Dynamics 365 Sales is 0.5%, down from 0.5% compared to the previous year. The mindshare of Pega Customer Service is 0.5%, up from 0.3% compared to the previous year. It is calculated based on PeerSpot user engagement data.
CRM Mindshare Distribution
ProductMindshare (%)
Dynamics 365 Sales0.5%
Pega Customer Service0.5%
Other99.0%
CRM
 

Featured Reviews

reviewer2245296 - PeerSpot reviewer
Sr. Manager, Tmt Business Consulting (Focused On B2 B Tech Product Cos.) at a outsourcing company 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.
Kishore-Panathula - PeerSpot reviewer
Sr. Architect-CLSA at Wipro Limited
Unified customer service has provided real-time insights and supports flexible, intuitive workflows
We have a customer service application for customer service in a smaller group, and for most purposes, we use the direct platform. It is a unified channel that depends upon the business. We do not use all channels, but we leverage them wherever they are applicable. The interface is intuitive and depends upon the business. Whenever there is a request for information, we come up with a design and then provide the opportunity to see if it is usable or if they would prefer it in another fashion. Out of the box, it is acceptable. It has all the features required for supporting the customer service side. Although we are not using the voice feature, it gives people the flexibility to interact and get real information. Real-time information is available. It includes both a dashboard and the customer service front desk UI.

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 features of Dynamics 365 Sales for us are the standard functional power platform applications for business processes."
"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."
"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."
"Microsoft 365, in its entirety, provides a collaborative environment that allows me to connect to multiple tools, including email, drive, and cloud hosting folders."
"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."
"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 AI provides insights about the customer."
"The most valuable feature of the solution is case management and different configurations."
"The technical support provided for all the solutions from Pega is of the same quality since they have their own internal teams and the same mechanisms, which are good for dealing with issues of different users."
"Pega Customer Service is scalable."
"It has all the features required for supporting the customer service side, and although we are not using the voice feature, it gives people the flexibility to interact and get real information with real-time information available."
"The product is scalable. It works efficiently for changing existing features."
 

Cons

"Making it more budget-friendly would be beneficial."
"I have not noticed anything that I would recommend for improvement so far."
"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."
"An area for improvement is the integration with WhatsApp. Currently, it is available only through a third party, which incurs additional costs."
"There's room for improvement in the pricing models."
"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 to include accurate and free online tutorials."
"I found it significantly complex and not user-friendly."
"Improvements are always required, but at this moment, the UI is the key area that is not flexible enough for us."
"The only concern I have seen about the product is its prices."
"The licensing cost could also be improved."
"Pega JVM function needs to be improved."
"Integrating with non-Pega systems (e.g., legacy CRMs, third-party APIs) can require significant effort and custom development."
"The product's pricing needs improvement."
 

Pricing and Cost Advice

"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."
"The platform is expensive."
"The pricing is challenging, which is particularly relevant for countries like Pakistan and others with limited budgets."
"The solution provides licenses to users either based on the number of users or the number of cases that an end user creates."
"The tool's pricing is flexible, and I rate it four to five out of ten."
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Top Industries

By visitors reading reviews
Construction Company
17%
Comms Service Provider
13%
Outsourcing Company
10%
Financial Services Firm
9%
Financial Services Firm
22%
Construction Company
17%
Computer Software Company
10%
Healthcare Company
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business9
Midsize Enterprise2
Large Enterprise4
No data available
 

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...
What is your experience regarding pricing and costs for Pega Customer Service?
The setup cost depends upon the business. We do not use all channels, so it depends, but we leverage them wherever they are applicable.
What needs improvement with Pega Customer Service?
Improvements are always required, but at this moment, the UI is the key area that is not flexible enough for us. From the implementation side, it is still at the higher end. However, I do not have ...
What advice do you have for others considering Pega Customer Service?
The organization uses internal applications. The overall review rating for this solution is nine out of ten.
 

Overview

Find out what your peers are saying about Dynamics 365 Sales vs. Pega Customer Service and other solutions. Updated: August 2026.
909,725 professionals have used our research since 2012.