Microsoft Dynamics CRM vs Pega Robotic Process Automation comparison

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Executive Summary

We performed a comparison between Microsoft Dynamics CRM and Pega Robotic Process Automation based on real PeerSpot user reviews.

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Featured Review
Quotes From Members
We asked business professionals to review the solutions they use.
Here are some excerpts of what they said:
Pros
"Microsoft Dynamics CRM is easy to use, the UI is very good, and it has many capabilities.""The most valuable feature of Microsoft Dynamics CRM is that it is a low-code platform and we can perform business process management.""This is a scalable solution.""One of the most useful features is we can configure Microsoft Dynamics CRM in the way that we need. This is configurable.""The most valuable features are the integration capabilities with other third-party software. It has an easy user interface and in terms of security, it has permission-based access for different users.""The solution is versatile and customizable.""Dynamics is easy to use. There are several fields I can filter.""The control that we have of a process and the ability to have everything recorded from the beginning to the end of the process have been the most valuable features."

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"The feature I like best in Pega Robotic Process Automation is that I'm able to add external DLL section codes. I can inject the JavaScript, and I can write VB.NET, C#.NET, and DLL codes, then inject those codes into the existing process. Mainly, from a development perspective, I like that feature a lot, so if anything is not supported by Pega Robotic Process Automation, then I can build that either in JavaScript or in .NET, then use those functions within the IP.""The solution's ability to create adapters quickly is its most valuable feature.""It is a scalable solution.""The most valuable aspect for myself was access to the .net framework. If I couldn't figure something out using the objects that they had provided, I could bring in the .net objects and do so using similar logic that I would in a .net or C sharp coding language. Having that familiarity was helpful.""Its stability has been good.""The initial setup is pretty easy and quite fast.""Pega Robotics offers all the required features to build end-to-end process automation like any other similar tools. It's unique development style using data line and control flow line makes it easy to debug through the flow.""They are leaders in the same industry."

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Cons
"This CRM system needs to be more configurable. Its performance still needs improvement, because its screens hang while querying data. It's also not highly scalable, so scalability also needs improvement.""The setup with other email servers, other than Microsoft Outlook, could be improved. Alternatively, we'd like to have some feature that allows us to send emails directly from our inboxes to the CRM and assign it to a certain client.""The mobile side of the product doesn't look that great right now.""The manufacturing module could be improved. I would like to see customization in the next release.""Microsoft Dynamics CRM could improve the built-in reports. The ones that are included are pretty generic unless you subscribe to Microsoft BI, which is an extra fee. They should offer the reports without having to purchase a separate subscription for Microsoft BI. However, the reports in Microsoft BI are fantastic.""Microsoft Dynamics CRM is not that customizable, you can customize it, but a lot of it is still pre-built in a way that you have a lot of details in there that you don't need.""It would be better if it were more secure.""My company's biggest challenge with Microsoft Dynamics CRM is wanting to market solely to leads without having to create a contact and link the contact to the lead. From a marketing standpoint, there's room for improvement in the lead process of Microsoft Dynamics CRM."

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"In Pega, the UI has to be improved because that is the most challenging area that most of our customers ask for because we have to depend on some other React JS or some other tool to bring that kind of UI experience. So, there is a lot of room for improvement in terms of UI and UX.""It's difficult not knowing when alerts will arrive.""I would like to improve the tool's integration features and stability.""You cannot use a two-dimensional array to read the data.""I feel like it doesn't get updated frequently enough. There aren't a lot of new features or a clear roadmap for future improvements.""Excel connectors need to be improved as there are a few connectors in Excel areas.""Pega Robotic Process Automation scalability is too low.""The orchestration needs to be better."

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Pricing and Cost Advice
  • "We have to buy a separate license in order to implement the social listening feature."
  • "It's kind of pricey. It's about $50 or $60 per user."
  • "I am not the person who pays for Microsoft Dynamics CRM but it is expensive. I have been using Microsoft Azure, which Microsoft Dynamics CRM is built on, and I know we prepaid for the services. For me as a consumer, I do not think I can afford it, mainly because I am only learning how to use the AI and the rate which they charge is high. In general, Microsoft solutions are expensive and this is most likely due to the brand, this is something you expect. However, the price might be high but you receive a highly secure solution."
  • "There is a license required to use Microsoft Dynamics CRM."
  • "The price of the solution is good but could be cheaper."
  • "We have a three-year ELA with all our Microsoft solutions and often we had to do a true-up which was approximately $1,000,000. Additionally, we pay approximately $2,500 a month for support."
  • "Pricing for this software could be cheaper."
  • "The solution is open source and is free. However, it does require a Dynamics 365 subscription."
  • More Microsoft Dynamics CRM Pricing and Cost Advice →

  • "​I was not involved in licensing and pricing, but it is worth the cost​."
  • "Pega is pretty costly."
  • "Pega Robotic Process Automation is an expensive solution."
  • "In terms of Pega Robotic Process Automation pricing, I would rate it a five out of five because the solution has a good price. Pricing is not very high, though I'm unsure of the exact cost, based on my experience, the price for Pega Robotic Process Automation is less than Blue Prism because I worked with a few clients that have both solutions and my clients prefer Pega Robotic Process Automation over Blue Prism particularly because of the licensing costs."
  • "Pega is as competitive as the basic players such as UiPath or Automation Anywhere. UiPath is the most expensive, but Pega is at par with Automation Anywhere."
  • "I would rate the product's pricing a nine out of ten."
  • "The licensing cost is too high."
  • More Pega Robotic Process Automation Pricing and Cost Advice →

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    Questions from the Community
    Top Answer:The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports.
    Top Answer:The solution should improve the user experience in the process of creating and activating offers. Sometimes, the process is a little bit slow because it has too many details. It also depends on how… more »
    Top Answer:We use Microsoft Dynamics CRM to control sales advancements in our company.
    Top Answer: The solution's automation handling capability has positively impacted the overall automation process in my experience.
    Top Answer:I would rate the pricing a six out of ten, with ten being expensive.
    Top Answer:It's a good tool, but I feel like it doesn't get updated frequently enough. There aren't a lot of new features or a clear roadmap for future improvements. While it's technically sound, it could be… more »
    Ranking
    Views
    709
    Comparisons
    687
    Reviews
    38
    Average Words per Review
    408
    Rating
    7.6
    Views
    3,623
    Comparisons
    2,700
    Reviews
    12
    Average Words per Review
    609
    Rating
    7.5
    Comparisons
    Also Known As
    Dynamics CRM, MS Dynamics CRM
    Pega RPA, OpenSpan
    Learn More
    Pega
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    Overview

    Microsoft Dynamics CRM is a comprehensive customer relationship management solution that helps businesses streamline their sales, marketing, and customer service processes. With its user-friendly interface and powerful features, it enables organizations to effectively manage their customer interactions and drive business growth.

    One of the key features of Microsoft Dynamics CRM is its sales automation capabilities. It allows sales teams to track leads, manage opportunities, and close deals more efficiently. The solution provides a centralized platform for managing customer information, enabling sales representatives to access real-time data and make informed decisions. It also offers tools for forecasting, pipeline management, and sales analytics, helping businesses optimize their sales processes and drive revenue growth.

    In addition to sales automation, Microsoft Dynamics CRM offers robust marketing automation features. It enables marketers to create and execute targeted marketing campaigns, track campaign performance, and generate actionable insights. The solution provides tools for lead management, email marketing, social media integration, and customer segmentation, allowing businesses to engage with their customers effectively and drive marketing ROI.

    Furthermore, Microsoft Dynamics CRM helps organizations deliver exceptional customer service. It provides a unified view of customer interactions, enabling customer service representatives to deliver personalized and timely support. The solution offers case management, a knowledge base, and self-service portal capabilities, empowering customers to find answers to their queries and resolve issues on their own. It also provides tools for service analytics and reporting, helping businesses identify areas for improvement and enhance customer satisfaction.

    With Pega Robotic Process Automation (RPA), organizations can automate the mundane, tedious, time-consuming, manual work that is hampering productivity and efficiency. Whether adjudicating claims, onboarding customers or employees, reconciling financials, updating customer information in systems record, Pega RPA can manage the work across your enterprise.

    Sample Customers
    Metro Bank, Nissan, Pandora, Delta, Haynes International, City of London, Trek and many more market leaders.
    eBay Enterprise, M&I Bank
    Top Industries
    REVIEWERS
    Computer Software Company29%
    Financial Services Firm19%
    Manufacturing Company10%
    Comms Service Provider6%
    VISITORS READING REVIEWS
    Computer Software Company15%
    Government11%
    Financial Services Firm10%
    Manufacturing Company7%
    REVIEWERS
    Computer Software Company45%
    Financial Services Firm27%
    Comms Service Provider9%
    Insurance Company9%
    VISITORS READING REVIEWS
    Financial Services Firm26%
    Computer Software Company13%
    Manufacturing Company9%
    Insurance Company6%
    Company Size
    REVIEWERS
    Small Business52%
    Midsize Enterprise28%
    Large Enterprise20%
    VISITORS READING REVIEWS
    Small Business26%
    Midsize Enterprise16%
    Large Enterprise58%
    REVIEWERS
    Small Business13%
    Midsize Enterprise17%
    Large Enterprise70%
    VISITORS READING REVIEWS
    Small Business14%
    Midsize Enterprise9%
    Large Enterprise77%
    Buyer's Guide
    CRM Customer Engagement Centers
    March 2024
    Find out what your peers are saying about Microsoft, Salesforce, Zendesk and others in CRM Customer Engagement Centers. Updated: March 2024.
    765,386 professionals have used our research since 2012.

    Microsoft Dynamics CRM is ranked 1st in CRM Customer Engagement Centers with 68 reviews while Pega Robotic Process Automation is ranked 10th in Robotic Process Automation (RPA) with 22 reviews. Microsoft Dynamics CRM is rated 7.6, while Pega Robotic Process Automation is rated 7.6. The top reviewer of Microsoft Dynamics CRM writes "Intuitive APIs, customizable design, but dashboards could improve". On the other hand, the top reviewer of Pega Robotic Process Automation writes "Great for UI creation, helpful support services, and reliable". Microsoft Dynamics CRM is most compared with ServiceNow, SAP CRM, Salesforce Sales Cloud, Siebel CRM and monday.com, whereas Pega Robotic Process Automation is most compared with UiPath, Blue Prism, Automation Anywhere (AA), Microsoft Power Automate and Pega CRM.

    We monitor all CRM Customer Engagement Centers reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.