Microsoft Dynamics 365 vs. Pega Platform

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Microsoft Dynamics 365
Score 7.9 out of 10
N/A
Microsoft 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
Score 8.0 out of 10
N/A
Pega Platform is a combined business process management and robotic process automation (RPA) platform with advanced workforce analytics from Pegasystems.
$35
per month per user* (or $0.45 per case**)
Pricing
Microsoft Dynamics 365Pega Platform
Editions & Modules
No answers on this topic
Low-code Factory Edition
$35
per month per user* (or $0.45 per case**)
Standard Edition
$90
per month per user* (or $0.80 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*500 named user minimum. Additional users available in blocks of 100. Billed annually. Based on a 3-year term. **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 Dynamics 365

No answer on this topic

Pega Platform
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 …
Features
Microsoft Dynamics 365Pega Platform
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Microsoft Dynamics 365
7.7
83 Ratings
1% below category average
Pega Platform
-
Ratings
Customer data management / contact management7.981 Ratings00 Ratings
Workflow management7.879 Ratings00 Ratings
Territory management7.160 Ratings00 Ratings
Opportunity management7.572 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)8.278 Ratings00 Ratings
Contract management7.961 Ratings00 Ratings
Quote & order management7.757 Ratings00 Ratings
Interaction tracking8.171 Ratings00 Ratings
Channel / partner relationship management7.362 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Microsoft Dynamics 365
8.0
68 Ratings
5% above category average
Pega Platform
-
Ratings
Case management7.863 Ratings00 Ratings
Call center management7.850 Ratings00 Ratings
Help desk management8.457 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Microsoft Dynamics 365
7.8
78 Ratings
1% 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 Product A and Product B
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 Product A and Product B
Microsoft Dynamics 365
7.6
77 Ratings
0% below category average
Pega Platform
-
Ratings
Forecasting7.667 Ratings00 Ratings
Pipeline visualization7.773 Ratings00 Ratings
Customizable reports7.476 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
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 Product A and Product B
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 Product A and Product B
Microsoft Dynamics 365
7.7
44 Ratings
4% 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 Product A and Product B
Microsoft Dynamics 365
7.2
65 Ratings
3% below category average
Pega Platform
-
Ratings
Marketing automation7.665 Ratings00 Ratings
Compensation management6.834 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Microsoft Dynamics 365
6.8
56 Ratings
10% below category average
Pega Platform
-
Ratings
Mobile access6.856 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Pega Platform
8.8
62 Ratings
11% above category average
Dashboards00 Ratings9.061 Ratings
Standard reports00 Ratings8.661 Ratings
Custom reports00 Ratings8.660 Ratings
Process Engine
Comparison of Process Engine features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Pega Platform
7.8
65 Ratings
6% below category average
Process designer00 Ratings8.064 Ratings
Process simulation00 Ratings6.056 Ratings
Business rules engine00 Ratings9.064 Ratings
SOA support00 Ratings9.050 Ratings
Process player00 Ratings9.447 Ratings
Support for modeling languages00 Ratings5.46 Ratings
Form builder00 Ratings9.658 Ratings
Model execution00 Ratings6.055 Ratings
Collaboration
Comparison of Collaboration features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Pega Platform
9.0
50 Ratings
7% above category average
Social collaboration tools00 Ratings9.050 Ratings
Content Management Capabilties
Comparison of Content Management Capabilties features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Pega Platform
4.4
9 Ratings
59% below category average
Content management00 Ratings4.49 Ratings
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Microsoft Dynamics 365Pega Platform
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User Ratings
Microsoft Dynamics 365Pega Platform
Likelihood to Recommend
7.5
(103 ratings)
5.9
(73 ratings)
Likelihood to Renew
8.0
(20 ratings)
10.0
(7 ratings)
Usability
7.4
(33 ratings)
9.0
(1 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.
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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.
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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.
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.
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.
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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.
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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.
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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
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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
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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..
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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.
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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.
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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.
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Pegasystems
Implementation is totally depend up on the requirement
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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
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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.
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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.
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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.
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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.
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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
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ScreenShots