What users are saying about
Microsoft Dynamics 365
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Top Rated
772 Ratings
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Based on 772 reviews and ratings
202 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 8.3 out of 100
Based on 202 reviews and ratings
Feature Set Ratings
Sales Force Automation

8.6
Microsoft Dynamics 365
86%

Pega Platform
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 9/9 features
Microsoft Dynamics 365 ranks higher in 9/9 features
Customer data management / contact management

8.2
82%
70 Ratings

N/A
0 Ratings
Workflow management

8.0
80%
69 Ratings

N/A
0 Ratings
Territory management

8.3
83%
53 Ratings

N/A
0 Ratings
Opportunity management

9.0
90%
65 Ratings

N/A
0 Ratings
Integration with email client (e.g., Outlook or Gmail)

9.5
95%
68 Ratings

N/A
0 Ratings
Contract management

8.5
85%
54 Ratings

N/A
0 Ratings
Quote & order management

9.0
90%
50 Ratings

N/A
0 Ratings
Interaction tracking

8.7
87%
62 Ratings

N/A
0 Ratings
Channel / partner relationship management

8.5
85%
53 Ratings

N/A
0 Ratings
Customer Service & Support

7.8
Microsoft Dynamics 365
78%

Pega Platform
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 3/3 features
Microsoft Dynamics 365 ranks higher in 3/3 features
Case management

7.8
78%
53 Ratings

N/A
0 Ratings
Call center management

8.1
81%
46 Ratings

N/A
0 Ratings
Help desk management

7.4
74%
51 Ratings

N/A
0 Ratings
Marketing Automation

8.3
Microsoft Dynamics 365
83%

Pega Platform
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 2/2 features
Microsoft Dynamics 365 ranks higher in 2/2 features
Lead management

8.9
89%
63 Ratings

N/A
0 Ratings
Email marketing

7.7
77%
64 Ratings

N/A
0 Ratings
CRM Project Management

8.4
Microsoft Dynamics 365
84%

Pega Platform
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 3/3 features
Microsoft Dynamics 365 ranks higher in 3/3 features
Task management

8.5
85%
61 Ratings

N/A
0 Ratings
Billing and invoicing management

8.5
85%
45 Ratings

N/A
0 Ratings
Reporting

8.3
83%
55 Ratings

N/A
0 Ratings
CRM Reporting & Analytics

8.6
Microsoft Dynamics 365
86%

Pega Platform
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 3/3 features
Microsoft Dynamics 365 ranks higher in 3/3 features
Forecasting

8.9
89%
57 Ratings

N/A
0 Ratings
Pipeline visualization

8.2
82%
63 Ratings

N/A
0 Ratings
Customizable reports

8.8
88%
65 Ratings

N/A
0 Ratings
Customization

8.1
Microsoft Dynamics 365
81%

Pega Platform
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 4/4 features
Microsoft Dynamics 365 ranks higher in 4/4 features
Custom fields

8.4
84%
68 Ratings

N/A
0 Ratings
Custom objects

8.1
81%
63 Ratings

N/A
0 Ratings
Scripting environment

8.0
80%
50 Ratings

N/A
0 Ratings
API for custom integration

8.0
80%
54 Ratings

N/A
0 Ratings
Security

8.6
Microsoft Dynamics 365
86%

Pega Platform
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 2/2 features
Microsoft Dynamics 365 ranks higher in 2/2 features
Single sign-on capability

8.8
88%
58 Ratings

N/A
0 Ratings
Role-based user permissions

8.4
84%
59 Ratings

N/A
0 Ratings
Social CRM

8.3
Microsoft Dynamics 365
83%

Pega Platform
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 2/2 features
Microsoft Dynamics 365 ranks higher in 2/2 features
Social data

8.3
83%
38 Ratings

N/A
0 Ratings
Social engagement

8.2
82%
39 Ratings

N/A
0 Ratings
Integrations with 3rd-party Software

8.5
Microsoft Dynamics 365
85%

Pega Platform
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 2/2 features
Microsoft Dynamics 365 ranks higher in 2/2 features
Marketing automation

8.6
86%
58 Ratings

N/A
0 Ratings
Compensation management

8.4
84%
31 Ratings

N/A
0 Ratings
Platform

8.2
Microsoft Dynamics 365
82%

Pega Platform
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 1/1 features
Microsoft Dynamics 365 ranks higher in 1/1 features
Mobile access

8.2
82%
50 Ratings

N/A
0 Ratings
Reporting & Analytics

Microsoft Dynamics 365
Feature Set Not Supported
N/A

8.3
Pega Platform
83%
Pega Platform ranks higher in 3/3 features
Pega Platform ranks higher in 3/3 features
Dashboards

N/A
0 Ratings

8.9
89%
61 Ratings
Standard reports

N/A
0 Ratings

8.0
80%
61 Ratings
Custom reports

N/A
0 Ratings

8.0
80%
60 Ratings
Process Engine

Microsoft Dynamics 365
Feature Set Not Supported
N/A

8.3
Pega Platform
83%
Pega Platform ranks higher in 8/8 features
Pega Platform ranks higher in 8/8 features
Process designer

N/A
0 Ratings

8.5
85%
63 Ratings
Process simulation

N/A
0 Ratings

9.0
90%
55 Ratings
Business rules engine

N/A
0 Ratings

9.0
90%
63 Ratings
SOA support

N/A
0 Ratings

7.0
70%
49 Ratings
Process player

N/A
0 Ratings

8.5
85%
47 Ratings
Support for modeling languages

N/A
0 Ratings

5.4
54%
6 Ratings
Form builder

N/A
0 Ratings

9.0
90%
58 Ratings
Model execution

N/A
0 Ratings

9.5
95%
54 Ratings
Collaboration

Microsoft Dynamics 365
Feature Set Not Supported
N/A

8.0
Pega Platform
80%
Pega Platform ranks higher in 1/1 features
Pega Platform ranks higher in 1/1 features
Social collaboration tools

N/A
0 Ratings

8.0
80%
49 Ratings
Content Management Capabilties

Microsoft Dynamics 365
Feature Set Not Supported
N/A

4.4
Pega Platform
44%
Pega Platform ranks higher in 1/1 features
Pega Platform ranks higher in 1/1 features
Content management

N/A
0 Ratings

4.4
44%
9 Ratings
Attribute Ratings
- Pega Platform is rated higher in 6 areas: Likelihood to Recommend, Likelihood to Renew, Usability, Support Rating, Online Training, Implementation Rating
Likelihood to Recommend

8.0
Microsoft Dynamics 365
80%
91 Ratings

8.7
Pega Platform
87%
72 Ratings
Likelihood to Renew

7.9
Microsoft Dynamics 365
79%
19 Ratings

10.0
Pega Platform
100%
7 Ratings
Usability

8.1
Microsoft Dynamics 365
81%
21 Ratings

9.0
Pega Platform
90%
1 Rating
Support Rating

8.2
Microsoft Dynamics 365
82%
15 Ratings

9.7
Pega Platform
97%
13 Ratings
Online Training

7.5
Microsoft Dynamics 365
75%
2 Ratings

8.0
Pega Platform
80%
1 Rating
Implementation Rating

9.5
Microsoft Dynamics 365
95%
8 Ratings

10.0
Pega Platform
100%
1 Rating
Contract Terms and Pricing Model

5.7
Microsoft Dynamics 365
57%
4 Ratings

Pega Platform
N/A
0 Ratings
Professional Services

7.5
Microsoft Dynamics 365
75%
2 Ratings

Pega Platform
N/A
0 Ratings
Likelihood to Recommend
Microsoft Dynamics 365
We work in a Cloud environment with Azure where using Microsoft Dynamics 365 as a CRM and ERP application helps us to a great extent. We mostly deal with data projects at the moment and combining/Integrating Microsoft Dynamics 365 with other Microsoft applications is easier that helps us to meet the project objective and our goal.

Verified User
Analyst in Research & Development
Research Company, 501-1000 employeesPega Platform
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.

Verified User
Professional in Information Technology
Information Technology & Services Company, 501-1000 employeesPros
Microsoft Dynamics 365
- Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc.
- Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them.
- Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way.
- Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs.
- Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you.

Verified User
Engineer in Information Technology
Food & Beverages Company, 51-200 employeesPega Platform
- 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.

Verified User
Employee in Information Technology
Information Technology & Services Company, 51-200 employeesCons
Microsoft Dynamics 365
- Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation).
- The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that.
- The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation.
- Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all.
- Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments).
- New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted.
- Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables.
Systems & Data Manager
APTIMConstruction, 10,001+ employees
Pega Platform
- 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.

Verified User
Engineer in Information Technology
Information Technology and Services Company, 10,001+ employeesPricing Details
Microsoft Dynamics 365
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Starting Price
$44 per month
Microsoft Dynamics 365 Editions & Modules
—
Additional Pricing Details
—Pega Platform
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
$90 Per User Per Month
Pega Platform Editions & Modules
Edition
Starter | $90.001 |
---|
- Per User Per Month
Additional Pricing Details
—Likelihood to Renew
Microsoft Dynamics 365
Microsoft Dynamics 365 7.9
Based on 19 answers
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.
Analyst / CRM Administrator
Partners Rx51-200 employees
Pega Platform
Pega Platform 10.0
Based on 7 answers
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

Verified User
Vice-President in Information Technology
Insurance Company, 1001-5000 employeesUsability
Microsoft Dynamics 365
Microsoft Dynamics 365 8.1
Based on 21 answers
My review can help others to choose the correct CRM like Microsoft Dynamics 365 CRM. I see lots of great things in Microsoft Dynamics 365 that make your business easy and smooth also MS allows users to customize the software according to their needs. So Thought I should share my experience with others.
Dynamics 365 CE/CRM - Senior Technical Consultant
Binmile Technologies Private Limited (BMT)Computer Software, 51-200 employees
Pega Platform
Pega Platform 9.0
Based on 1 answer
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..

Verified User
Professional in Information Technology
Information Technology & Services Company, 501-1000 employeesSupport Rating
Microsoft Dynamics 365
Microsoft Dynamics 365 8.2
Based on 15 answers
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.
Marketing Specialist
ThyssenKrupp Rotek IncorporatedMechanical or Industrial Engineering, 201-500 employees
Pega Platform
Pega Platform 9.7
Based on 13 answers
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.

Verified User
Manager in Customer Service
Financial Services Company, 5001-10,000 employeesOnline Training
Microsoft Dynamics 365
Microsoft Dynamics 365 7.5
Based on 2 answers
No answer on this topic is available.
Pega Platform
Pega Platform 8.0
Based on 1 answer
The online training is an excellent one, but still it is missing hands on development.

Verified User
Team Lead in Information Technology
Insurance Company, 1001-5000 employeesImplementation Rating
Microsoft Dynamics 365
Microsoft Dynamics 365 9.5
Based on 8 answers
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.
Marketing Director
TriNet (Accord Human Resources)Retail, 201-500 employees
Pega Platform
Pega Platform 10.0
Based on 1 answer
Implementation is totally depend up on the requirement

Verified User
Professional in Information Technology
Information Technology & Services Company, 501-1000 employeesAlternatives Considered
Microsoft Dynamics 365
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
Director Of Communications
Freelance/ConsultationEducation Management, 51-200 employees
Pega Platform
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.

Verified User
Program Manager in Professional Services
Computer Software Company, 10,001+ employeesContract Terms and Pricing Model
Microsoft Dynamics 365
Microsoft Dynamics 365 5.7
Based on 4 answers
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.
Marketing Product Management
ClopsmithInformation Technology & Services, 11-50 employees
Pega Platform
No score
No answers yet
No answers on this topic
Professional Services
Microsoft Dynamics 365
Microsoft Dynamics 365 7.5
Based on 2 answers
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.
Marketing Product Management
ClopsmithInformation Technology & Services, 11-50 employees
Pega Platform
No score
No answers yet
No answers on this topic
Return on Investment
Microsoft Dynamics 365
- 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.
Applications Consultant
Fujitsu UKComputer Software, 10,001+ employees
Pega Platform
- 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

Verified User
Consultant in Information Technology
Information Technology and Services Company, 10,001+ employees