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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
7.1
Microsoft Dynamics CRM enhances operations and efficiency, outweighing high costs with improved sales, automation, and data collection.
Sentiment score
5.4
Pega Robotic Process Automation improves efficiency and profitability by reducing costs, errors, and cycle times while boosting transaction efficiency.
I recommend that those considering Microsoft Dynamics CRM conduct an ROI exercise to determine scalability and complex business needs because it is indeed a fantastic tool, especially if Microsoft can provide a better commercial model, which can significantly impact cost-effectiveness.
Chief Digital Officer at Cipher7
 

Customer Service

Sentiment score
5.6
Microsoft Dynamics CRM service receives mixed reviews; praised for responsiveness but criticized for delays and varying technical expertise.
Sentiment score
6.0
Pega RPA support is generally effective and timely, though complex issues can require more time and clarity.
I would rate customer support as ten out of ten.
CISO at a financial services firm with 501-1,000 employees
While the support operates within their standard SLA, it can be difficult to speak directly with someone over the phone.
Head of Digital Transformation at Simplified Consulting
Sometimes the technical support for Microsoft Dynamics CRM is not qualified enough, and in some situations, we know the tool better than they do.
Head Of Development at Aleman Software Group
On-premise support is generally not as effective as the cloud support that Pega currently provides.
Global Head of Digital, Process Automation at a computer software company with 51-200 employees
The speed and quality of response could be improved.
Regional Director at a tech vendor with 10,001+ employees
 

Scalability Issues

Sentiment score
7.4
Microsoft Dynamics CRM offers strong scalability and adaptability, despite challenges with customization and costs, enhancing sales and marketing departments.
Sentiment score
6.6
Pega RPA's scalability varies by environment and user knowledge, with cloud deployment easier than on-premise setups.
Microsoft Dynamics CRM is highly scalable, rated at ten, even fifteen out of ten.
CISO at a financial services firm with 501-1,000 employees
I would give it a ten out of ten for scalability.
Head of Digital Transformation at Simplified Consulting
Microsoft Dynamics CRM is scalable; it's easy to scale, but when customizations become extensive, maintainability can become challenging.
Chief Digital Officer at Cipher7
There are limitations in scaling as RPA is not a scalable solution.
Regional Director at a tech vendor with 10,001+ employees
 

Stability Issues

Sentiment score
7.8
Microsoft Dynamics CRM is stable and reliable, handling workloads well, with Azure integration enhancing resilience despite occasional peak load issues.
Sentiment score
7.4
Pega RPA is stable, reliable, and highly rated, praised for seamless performance and flexible automation capabilities.
I would rate it ten out of ten.
CISO at a financial services firm with 501-1,000 employees
There have been instances where issues with Microsoft Azure have affected Dynamics due to the infrastructure layer.
Chief Digital Officer at Cipher7
On a scale from one to ten, stability would rate at three.
Regional Director at a tech vendor with 10,001+ employees
 

Room For Improvement

Microsoft Dynamics CRM needs better integration, user-friendliness, expanded AI, customization, and cost-effective options for small business adaptability.
Pega Robotic Process Automation requires enhanced integration, OCR, UI improvements, streamlined deployment, and better global cloud support.
More use-case-oriented material should be provided to help users and implementers learn how to do more, faster.
CISO at a financial services firm with 501-1,000 employees
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.
Head of Digital Transformation at Simplified Consulting
Microsoft Dynamics CRM doesn't provide solutions that allow you to transform easily if you have a heterogeneous mix of technologies or if your contact center is on analog and you try to digitize it.
Chief Digital Officer at Cipher7
Pega Robotic Process Automation is a temporary solution to a bigger issue, and the cost of implementation especially with Pega really stops customers from proceeding.
Regional Director at a tech vendor with 10,001+ employees
 

Setup Cost

Microsoft Dynamics CRM is considered pricey, with flexible licensing but possible high costs for small to medium businesses.
Pega's RPA pricing targets enterprises with integrated, costly packages, offering flexible models and competitive integration advantages.
The pricing of Microsoft Dynamics CRM can be complex due to Microsoft's complicated licensing model.
CISO at a financial services firm with 501-1,000 employees
Microsoft Dynamics CRM costs about $110 to $115 per user per month, following a recent price increase.
Head of Digital Transformation at Simplified Consulting
Although it is a good tool, it is costly.
Chief Digital Officer at Cipher7
 

Valuable Features

Microsoft Dynamics CRM offers customizable, user-friendly features with seamless Microsoft integration, robust security, and enhances customer management and operational efficiency.
Pega RPA excels in case management, offering low-code development, CRM integration, and centralized monitoring for efficient automation and scalability.
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.
CISO at a financial services firm with 501-1,000 employees
The CRM is very fast, which is the most important aspect, and it's very handy.
Data Scientist at a financial services firm with 11-50 employees
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.
Head of Digital Transformation at Simplified Consulting
The number of human steps that have been eliminated is significant, and we try to maximize straight-through processing.
Regional Director at a tech vendor with 10,001+ employees
 

Categories and Ranking

Microsoft Dynamics CRM
Average Rating
7.8
Reviews Sentiment
6.8
Number of Reviews
79
Ranking in other categories
CRM Customer Engagement Centers (1st), CRM (2nd), Local Government CRM (1st), Marketing Management (2nd), Sales Force Automation (2nd)
Pega Robotic Process Automa...
Average Rating
7.4
Reviews Sentiment
6.5
Number of Reviews
25
Ranking in other categories
Robotic Process Automation (RPA) (19th)
 

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 14.1%, down 25.8% compared to last year.
Pega Robotic Process Automation, on the other hand, focuses on Robotic Process Automation (RPA), holds 3.0% mindshare, up 2.7% since last year.
CRM Customer Engagement Centers Market Share Distribution
ProductMarket Share (%)
Microsoft Dynamics CRM14.1%
Salesforce Service Cloud11.1%
Zendesk6.9%
Other67.9%
CRM Customer Engagement Centers
Robotic Process Automation (RPA) Market Share Distribution
ProductMarket Share (%)
Pega Robotic Process Automation3.0%
Microsoft Power Automate13.0%
UiPath Platform12.9%
Other71.1%
Robotic Process Automation (RPA)
 

Featured Reviews

NavinJacob - PeerSpot reviewer
Chief Digital Officer at Cipher7
Has enabled seamless integration across platforms while supporting advanced analytics for customer insights
Microsoft Dynamics CRM doesn't provide solutions that allow you to transform easily if you have a heterogeneous mix of technologies or if your contact center is on analog and you try to digitize it. A lot of custom work is needed if you have to integrate heterogeneous technologies with the Microsoft suite, but if you are using the Microsoft suite, then it's quite seamless. Microsoft Dynamics CRM should add commercial models that allow smaller companies to use it because it can get pretty expensive. Better commercial options for smaller implementations may be helpful. There should be commercial options for smaller companies, as the overheads and costs of Dynamics can be quite high.
reviewer1458102 - PeerSpot reviewer
Regional Director at a tech vendor with 10,001+ employees
Has raised concerns due to outdated framework and high ownership costs
Pega Robotic Process Automation is a temporary solution to a bigger issue, and the cost of implementation especially with Pega really stops customers from proceeding. The total cost of ownership could be improved. From a technical perspective, the product performs adequately. The installation can be quite complex as it's not standalone, and customers need to get the whole Pega platform up and running. The total cost of ownership is not very attractive. RPA as a concept is outdated now, with agentic AI becoming more prominent. We don't see much interest from customers in going down the RPA route; Pega Robotic Process Automation is losing its prominence in the market.
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Top Industries

By visitors reading reviews
Financial Services Firm
10%
Computer Software Company
10%
Manufacturing Company
9%
Government
8%
Financial Services Firm
20%
Computer Software Company
14%
Manufacturing Company
12%
Outsourcing Company
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business41
Midsize Enterprise22
Large Enterprise19
By reviewers
Company SizeCount
Small Business5
Midsize Enterprise4
Large Enterprise17
 

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 doesn't provide solutions that allow you to transform easily if you have a heterogeneous mix of technologies or if your contact center is on analog and you try to digitize it...
What is your primary use case for Microsoft Dynamics CRM?
I have been working with Microsoft Dynamics CRM for five or six years for various customers. I work with CRM and some amount of Microsoft communication server to integrate it. I focus on the area o...
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?
Pega Robotic Process Automation is a temporary solution to a bigger issue, and the cost of implementation especially with Pega really stops customers from proceeding. The total cost of ownership co...
 

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: January 2026.
879,711 professionals have used our research since 2012.