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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Microsoft Dynamics 365

    Score8 out of 10
    N/AMicrosoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.

    $44

    per month

    Pega Platform

    Score8.5 out of 10
    N/APega Platform is a combined business process management and robotic process automation (RPA) platform with advanced workforce analytics from Pegasystems.

    $0.45

    one-time fee per case**

    Pricing
    Microsoft Dynamics 365Pega Platform
    Editions & Modules
    No answers on this topic
    Low-code Factory Edition
    $0.45
    one-time fee per case**
    Standard Edition
    $0.80
    one-time fee per case**
    Enterprise Edition
    Custom Quote
    Offerings
    Pricing Offerings
    Microsoft Dynamics 365Pega Platform
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—**350,000 cases / year minimum. Additional cases available in blocks of 150,000.
    More Pricing Information
    Community Pulse
    Microsoft Dynamics 365Pega Platform
    Considered Both Products
    Microsoft
    No answer on this topic
    Pegasystems
    Chose Pega Platform
    Pega was by far the best one on leveraging AI and BPM to drive 1-1 personalization. Pega Next-Best-Action capabilities were definitely what made us choose them among the competition. Moreover, Pega has a robust community of users that made us feel we were making the right …
    Incentivized
    Key User Insights
    Would buy again
    88%
    Would buy again
    23 Answers
    90%
    Would buy again
    9 Answers
    Delivers good value for the price
    87%
    Delivers good value for the price
    20 Answers
    100%
    Delivers good value for the price
    8 Answers
    Happy with the feature set
    88%
    Happy with the feature set
    23 Answers
    100%
    Happy with the feature set
    10 Answers
    Lived up to sales and marketing promises
    86%
    Lived up to sales and marketing promises
    12 Answers
    100%
    Lived up to sales and marketing promises
    5 Answers
    Implementation went as expected
    82%
    Implementation went as expected
    18 Answers
    78%
    Implementation went as expected
    7 Answers
    Features
    Microsoft Dynamics 365Pega Platform
    Sales Force Automation
    Comparison of Sales Force Automation features of Microsoft Dynamics 365 and Pega Platform
    Feature
    Microsoft Dynamics 365
    7.7
    84 Ratings
    2% below category average
    Pega Platform
    -
    Ratings
    Customer data management / contact management7.981 Ratings00 Ratings
    Workflow management7.980 Ratings00 Ratings
    Territory management7.160 Ratings00 Ratings
    Opportunity management7.672 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)7.879 Ratings00 Ratings
    Contract management7.961 Ratings00 Ratings
    Quote & order management7.258 Ratings00 Ratings
    Interaction tracking8.171 Ratings00 Ratings
    Channel / partner relationship management7.362 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Microsoft Dynamics 365 and Pega Platform
    Feature
    Microsoft Dynamics 365
    8.0
    68 Ratings
    4% above category average
    Pega Platform
    -
    Ratings
    Case management7.863 Ratings00 Ratings
    Call center management7.950 Ratings00 Ratings
    Help desk management8.557 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Microsoft Dynamics 365 and Pega Platform
    Feature
    Microsoft Dynamics 365
    7.9
    78 Ratings
    2% above category average
    Pega Platform
    -
    Ratings
    Lead management7.672 Ratings00 Ratings
    Email marketing8.171 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Microsoft Dynamics 365 and Pega Platform
    Feature
    Microsoft Dynamics 365
    8.0
    76 Ratings
    4% above category average
    Pega Platform
    -
    Ratings
    Task management8.171 Ratings00 Ratings
    Billing and invoicing management8.054 Ratings00 Ratings
    Reporting8.065 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Microsoft Dynamics 365 and Pega Platform
    Feature
    Microsoft Dynamics 365
    7.6
    77 Ratings
    1% below category average
    Pega Platform
    -
    Ratings
    Forecasting7.667 Ratings00 Ratings
    Pipeline visualization7.873 Ratings00 Ratings
    Customizable reports7.476 Ratings00 Ratings
    Customization
    Comparison of Customization features of Microsoft Dynamics 365 and Pega Platform
    Feature
    Microsoft Dynamics 365
    7.7
    80 Ratings
    1% above category average
    Pega Platform
    -
    Ratings
    Custom fields7.678 Ratings00 Ratings
    Custom objects7.572 Ratings00 Ratings
    Scripting environment7.956 Ratings00 Ratings
    API for custom integration7.861 Ratings00 Ratings
    Security
    Comparison of Security features of Microsoft Dynamics 365 and Pega Platform
    Feature
    Microsoft Dynamics 365
    8.8
    75 Ratings
    5% above category average
    Pega Platform
    -
    Ratings
    Single sign-on capability8.869 Ratings00 Ratings
    Role-based user permissions8.770 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Microsoft Dynamics 365 and Pega Platform
    Feature
    Microsoft Dynamics 365
    7.7
    44 Ratings
    2% above category average
    Pega Platform
    -
    Ratings
    Social data7.843 Ratings00 Ratings
    Social engagement7.643 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Microsoft Dynamics 365 and Pega Platform
    Feature
    Microsoft Dynamics 365
    7.2
    65 Ratings
    5% below category average
    Pega Platform
    -
    Ratings
    Marketing automation7.665 Ratings00 Ratings
    Compensation management6.834 Ratings00 Ratings
    Platform
    Comparison of Platform features of Microsoft Dynamics 365 and Pega Platform
    Feature
    Microsoft Dynamics 365
    6.8
    56 Ratings
    11% below category average
    Pega Platform
    -
    Ratings
    Mobile access6.856 Ratings00 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Microsoft Dynamics 365 and Pega Platform
    Feature
    Microsoft Dynamics 365
    -
    Ratings
    Pega Platform
    5.3
    63 Ratings
    37% below category average
    Dashboards00 Ratings4.062 Ratings
    Standard reports00 Ratings6.062 Ratings
    Custom reports00 Ratings6.061 Ratings
    Process Engine
    Comparison of Process Engine features of Microsoft Dynamics 365 and Pega Platform
    Feature
    Microsoft Dynamics 365
    -
    Ratings
    Pega Platform
    8.0
    66 Ratings
    4% below category average
    Process designer00 Ratings9.065 Ratings
    Process simulation00 Ratings7.957 Ratings
    Business rules engine00 Ratings10.065 Ratings
    SOA support00 Ratings7.151 Ratings
    Process player00 Ratings7.048 Ratings
    Support for modeling languages00 Ratings5.46 Ratings
    Form builder00 Ratings9.059 Ratings
    Model execution00 Ratings8.956 Ratings
    Collaboration
    Comparison of Collaboration features of Microsoft Dynamics 365 and Pega Platform
    Feature
    Microsoft Dynamics 365
    -
    Ratings
    Pega Platform
    9.0
    50 Ratings
    8% above category average
    Social collaboration tools00 Ratings9.050 Ratings
    Content Management Capabilties
    Comparison of Content Management Capabilties features of Microsoft Dynamics 365 and Pega Platform
    Feature
    Microsoft Dynamics 365
    -
    Ratings
    Pega Platform
    4.4
    9 Ratings
    59% below category average
    Content management00 Ratings4.49 Ratings
    Best Alternatives
    Microsoft Dynamics 365Pega Platform
    Small Businesses
    Salesflare
    Score10 out of 10
    Process Street
    Score8.2 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    TIBCO® BPM Enterprise
    Score8 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    IBM Business Automation Workflow
    Score10 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Microsoft Dynamics 365Pega Platform
    Likelihood to Recommend
    7.9
    (104 ratings)
    7.9
    (74 ratings)
    Likelihood to Renew
    8.0
    (20 ratings)
    10.0
    (7 ratings)
    Usability
    7.8
    (34 ratings)
    9.0
    (2 ratings)
    Support Rating
    8.0
    (11 ratings)
    10.0
    (7 ratings)
    Online Training
    7.5
    (2 ratings)
    8.0
    (1 ratings)
    Implementation Rating
    9.2
    (4 ratings)
    10.0
    (1 ratings)
    Contract Terms and Pricing Model
    3.8
    (3 ratings)
    -
    (0 ratings)
    Professional Services
    9.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Microsoft Dynamics 365Pega Platform
    Likelihood to Recommend
    Microsoft
    Provides our company access to manage and customize the folds tailored to our needs. We needed to have certain paragraphs on certain paperwork per customer. MD 365 has those options to customize where needed and remove when not. The system is easy to navigate, and training can be done in a matter of days, even without prior knowledge of the system or similar systems.
    Incentivized
    Read full review
    Pegasystems
    Pega Platform has introduced the low code feature, using app studio seasonal and professional developer can develop application easily and quickly. The initial application can be build by Business analyst and product owner who has less knowledge of Pega Platform, further application can be enhanced/extended by professional developer. We can develop end to end application and promote to higher environment. Easily we can perform parallel development using branch.
    Incentivized
    Read full review
    Pros
    Microsoft
    • Best to use for AP - like in our organization, there are plenty of AP bills, so with Dynamics, we can quickly enter the same into the Excel utility, which means CSV-based upload, and then we can easily upload the same to the software. It's a time saver.
    • Best for Bank reconciliation - MS Dynamics makes Bank reconciliation easy. Banks can easily sync with software and easily get reconciled.
    • Generating invoices to customers and directly sending them to their inbox is easy with this software.
    Incentivized
    Read full review
    Pegasystems
    • Quick development time. Much of the Pega "rules" are easy to configure and implement.
    • Visually friendly and modern. Much of the UI/UX elements in the system are continuously supported and updated, giving a nice feel to the apps.
    • Many of the configurations and rules Pega gives to the developers can also be delegated to business users. The organization and structure of the client's business can easily be adapted in the Pega platform.
    Incentivized
    Read full review
    Cons
    Microsoft
    • Small learning curve, obviously. You won't figure this out in a day, a week, or even a month. But given time, you can learn to be an expert. Or you can always get a consultant or hire in somebody. But learning the tool isn't out of the questions by any means.
    • Licensing can be confusing at times and isn't cheap, but it is cheaper than Salesforce. Plus no additional fees for data calls to better integrate your D365 CE data with other systems.
    • The Classic user interface left a bit to be desired, but now with the much-improved Unified Interface, the web client and the mobile client look the same, much more modern, and have more flexibility and power behind them for customizers as well.
    Incentivized
    Read full review
    Pegasystems
    • Need more learning materials. For Beginners who have previous programming experience with another language takes more time to learn.
    • If the developer is met with an issue in pega platform , they have to rely on Pega supporting team to fix it.
    • Customization is available but is not encouraged. Pega does not support faults that occur in customized solutions.
    Incentivized
    Read full review
    Likelihood to Renew
    Microsoft
    CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place. We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade. We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
    Read full review
    Pegasystems
    Pegasystems has continued to demonstrate a strong partnership with our organization and investment in their product that aligns with our overall vision and need. Pegasystems has engaged us at every level, with the assistance of minor defects to the overall roadmap planning and alignment of our goals
    Read full review
    Usability
    Microsoft
    The usability is easily adopted for users familiar with other Microsoft products. Dynamics 365 has several interfaces that cross over browsers and tablets. These multiple interfaces will be phased out and updated to a single unified interface eventually to provide the same usability across all devices. The backend configurations is slowly improving with the introduction of PowerApps compared to pre-D365 Online versions
    Incentivized
    Read full review
    Pegasystems
    Pega Platform is enhancing its product and launching new features day by day which help to achieve customers needs. If I talk about the earlier version of Pega Platform (i.e. pega v5 and 6.3) there were many numbers of limitations in Pega Platform and if we need to do some customization then needed to write custom java and jave scripts to achieve the functionally. Now I can say Pega Platform is running with market trends and demand. Pega Platform is giving all the options which support the current technologies like decisioning capabilities, real time processing, mashup, process fabrics etc..
    Incentivized
    Read full review
    Support Rating
    Microsoft
    Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
    Incentivized
    Read full review
    Pegasystems
    It’s very slow sometimes, but that may be our servers. Also the Knowledge Library needs some work - again, not sure if it’s our setup or what- but I’m unable to search the body of an article for content, so I have to be very intentional with tagging, but it’s not ideal.
    Incentivized
    Read full review
    Online Training
    Microsoft
    No answers on this topic
    Pegasystems
    The online training is an excellent one, but still it is missing hands on development.
    Read full review
    Implementation Rating
    Microsoft
    We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
    Read full review
    Pegasystems
    Implementation is totally depend up on the requirement
    Incentivized
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    Alternatives Considered
    Microsoft
    Microsoft Dynamics was part of a system overhaul for a local school, and we looked at many products. If we had used it for a company with low turnover, then it might have been more feasible. They needed something a new person could learn quickly, someone who might also be learning marketing terms at the same time - especially if there is nobody to train the individual now expected to know the system. Similar issues occurred with all of these programs (we called it being too big for their britches), and one of the bigger things we liked was that it is more compatible with MS Office products in both technical and visual appeal. If you have a steady employees who use a CRM consistently, low turnover, and those who are very familiar with Office products, Dynamics would be the smartest option for you. Unfortunately, this was just not true for the school environment
    Incentivized
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    Pegasystems
    We did evaluate multiple products offerings with Pega Platform capabilities and observed that Pega PRPC rules engine and case management capabilities are better over so many BPM Tools. We also conducted a detailed study with developers to identify the best products out of Suite of BPM products. It's observed that Rules engines integration is very streamlined with forms in Pega whereas other tools multiple have powerful data model capabilities but lacks the ease of creating business rules.
    Incentivized
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    Contract Terms and Pricing Model
    Microsoft
    On our purchase, I'd been interrogated about our usage. Our needs are met by Microsoft Dynamics 365, which is simple to use. With so much data and information available, we must ensure that it is presented correctly to managers. Due to a lack of use, we don't have to spend as much money on Salesforce.
    Read full review
    Pegasystems
    No answers on this topic
    Professional Services
    Microsoft
    My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
    Read full review
    Pegasystems
    No answers on this topic
    Return on Investment
    Microsoft
    • For those without a centralized, all in one solution for major HR, Finance and other departments, Microsoft Dynamics 365 has vastly improved employee time utilization and profit.
    • Migrating clients from on-premise to the cloud has reaped benefits including better security, no unscheduled downtime and frequent updates to functionality.
    • Those transferring from cheaper solutions have lost money in the aim to be better integrated with other Microsoft products and AI they don't really utilize.
    Incentivized
    Read full review
    Pegasystems
    • For one of the applications we worked on, we were able to reduce the processing time on a case from 2 days to 20 minutes by utilizing Pega
    • We were able to resolve the issue of the routing of cases to users based on a specific algorithm by use of Pega
    • Pega case management feature was extensively used in one of the application to establish a parent-child relationship which was very helpful for all the business users
    Incentivized
    Read full review
    ScreenShots