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Microsoft Dynamics CRM vs Pega Robotic Process Automation comparison

 

Comparison Buyer's Guide

Executive Summary

Review summaries and opinions

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

ROI

Sentiment score
7.5
Microsoft Dynamics CRM yields strong ROI through integration, upgrades, improved sales, data insights, but ROI varies by usage.
Sentiment score
7.6
Pega Robotic Process Automation delivers an ROI of 2 FTE benefits per robot and boosts profits by 7.5% for clients.
 

Customer Service

Sentiment score
6.8
Microsoft Dynamics CRM's support is generally satisfactory, but response times vary, and premium support offers better responsiveness.
Sentiment score
6.5
Pega RPA improved with knowledgeable support and global availability, though complex issues may require longer resolution times.
I would rate customer support as ten out of ten.
While the support operates within their standard SLA, it can be difficult to speak directly with someone over the phone.
 

Scalability Issues

Sentiment score
7.6
Microsoft Dynamics CRM is scalable and adaptable, popular among medium to large companies, but smaller ones may need customization.
Sentiment score
6.8
Pega RPA is scalable and adaptable, though experiences vary; cloud solutions ease expansion, and integration enhances flexibility.
Microsoft Dynamics CRM is highly scalable, rated at ten, even fifteen out of ten.
I would give it a ten out of ten for scalability.
 

Stability Issues

Sentiment score
7.9
Microsoft Dynamics CRM is praised for stability and reliability, with minimal issues often due to external factors like network downtime.
Sentiment score
7.9
Pega Robotic Process Automation is stable and reliable, with resolved past issues, relying on strong infrastructure and proper planning.
 

Room For Improvement

Microsoft Dynamics CRM needs better usability, third-party integrations, mobile customization, and enhanced reporting, dashboard, and automation features.
Pega RPA needs improvements in integration, OCR, UI, and cloud expansion for better competitiveness and user efficiency.
More use-case-oriented material should be provided to help users and implementers learn how to do more, faster.
Microsoft Dynamics CRM needs improvement in simplifying the setup and configuration process, which can be relatively complex when we want all features to work properly.
 

Setup Cost

Microsoft Dynamics CRM pricing ranges from $50-$115 per user/month, with complexity and customization affecting costs and affordability.
Pega RPA offers competitive enterprise licensing mainly for Fortune 500 firms, with US pricing affecting global regions like APAC.
Microsoft Dynamics CRM costs about $110 to $115 per user per month, following a recent price increase.
The pricing of Microsoft Dynamics CRM can be complex due to Microsoft's complicated licensing model.
 

Valuable Features

Microsoft Dynamics CRM offers customizable features, seamless Microsoft integration, and robust automation, enhancing efficiency in sales and customer management.
Pega RPA offers a user-friendly platform with strong automation, integration capabilities, and robust technical support, enhancing workflow efficiency.
The backend storage integrates seamlessly with OneDrive, and the solution offers robust security features, including Azure integration, two-factor authentication (2FA), and comprehensive audit trails.
The CRM is very fast, which is the most important aspect, and it's very handy.
The most valuable feature of Microsoft Dynamics CRM is its integration with Outlook and other Microsoft products like Microsoft 365, which includes emails, Teams, and SharePoint.
 

Categories and Ranking

Microsoft Dynamics CRM
Average Rating
7.8
Reviews Sentiment
7.0
Number of Reviews
78
Ranking in other categories
CRM Customer Engagement Centers (1st), CRM (2nd), Local Government CRM (1st), Marketing Management (1st), Sales Force Automation (2nd)
Pega Robotic Process Automa...
Average Rating
7.6
Reviews Sentiment
6.8
Number of Reviews
23
Ranking in other categories
Robotic Process Automation (RPA) (17th)
 

Mindshare comparison

Microsoft Dynamics CRM and Pega Robotic Process Automation aren’t in the same category and serve different purposes. Microsoft Dynamics CRM is designed for CRM Customer Engagement Centers and holds a mindshare of 25.1%, down 25.8% compared to last year.
Pega Robotic Process Automation, on the other hand, focuses on Robotic Process Automation (RPA), holds 3.2% mindshare, up 2.5% since last year.
CRM Customer Engagement Centers
Robotic Process Automation (RPA)
 

Featured Reviews

Rishabh Chhajer - PeerSpot reviewer
Intuitive APIs, customizable design, but dashboards could improve
The most advantageous aspect of Microsoft Dynamics CRM is its periodic updates. Every quarter, Microsoft releases upgrades that address bugs and vulnerabilities. As a company governed by the Reserve Bank of India and SAP security regulations for our stock operations, we conduct periodic reviews of our applications, including Microsoft Dynamics CRM. Whenever we submit an audit report and identify bugs, we reach out to the Microsoft team for assistance. They assure us that the issues will be fixed in the next quarterly release. As a result, we have not experienced any outstanding bugs that have not been recorded or addressed.
VISHNU VARDHAN CHENNURU - PeerSpot reviewer
Great for UI creation, helpful support services, and reliable
Excel connectors need to be improved as there are a few connectors in Excel areas. The recording is not at best in Pega Robotics. They could look into it. The interactions with some applications, like Windows and web applications, are a little slow. They need to improve their speed. It should be normal, to open it with other tools. However, right now, it's a little hard. Users should feel they can develop easily. It will sometimes hang while interacting with third-party applications. Instead of adapters, if we had direct interaction of the applications with API and had scripts, that would be better. We have only CSharp supported right now. We'd like to have Python supported. If it was, it would be easier for us and make the solution more flexible. Currently, we are adding three different configuration files, however, if I had the option, I'd prefer to make a single configuration file and then differentiate it in all three environments. It can be difficult to create logic in automation. It's hard than if we used other RPA tools. If they could add more toolbox options, that would be ideal. They need to do what they can to help us reduce complexity in the automation and combine things under, for example, a single control.
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Top Industries

By visitors reading reviews
Computer Software Company
13%
Government
11%
Financial Services Firm
10%
Manufacturing Company
8%
Financial Services Firm
30%
Computer Software Company
14%
Manufacturing Company
9%
Insurance Company
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
 

Questions from the Community

What do you like most about Microsoft Dynamics CRM?
The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports.
What needs improvement with Microsoft Dynamics CRM?
Microsoft Dynamics CRM needs improvement in simplifying the setup and configuration process, which can be relatively complex when we want all features to work properly. It is one area where the com...
What is your primary use case for Microsoft Dynamics CRM?
We use Microsoft Dynamics CRM ( /products/microsoft-dynamics-crm-reviews ) for opportunity management and a traditional CRM approach for managing customer and client relationships. Although we have...
What do you like most about Pega Robotic Process Automation?
The solution's automation handling capability has positively impacted the overall automation process in my experience.
What is your experience regarding pricing and costs for Pega Robotic Process Automation?
I would rate the pricing a six out of ten, with ten being expensive.
What needs improvement with Pega Robotic Process Automation?
The solution's configuration and settings could be more comprehensive.
 

Also Known As

Dynamics CRM, MS Dynamics CRM
Pega RPA, OpenSpan
 

Overview

 

Sample Customers

Metro Bank, Nissan, Pandora, Delta, Haynes International, City of London, Trek and many more market leaders.
eBay Enterprise, M&I Bank
Find out what your peers are saying about Microsoft, Salesforce, ServiceNow and others in CRM Customer Engagement Centers. Updated: May 2025.
851,371 professionals have used our research since 2012.