Microsoft Dynamics 365 Customer Engagement Lite with Solgari & Teams Recording
This monthly subscription provides Microsoft Dynamics 365 Customer Engagement Lite, integrating Solgari and Teams for enhanced communication and call recording capabilities.
- Enhanced Communication: Integrate Solgari's voice capabilities directly into Dynamics 365 for seamless customer interactions.
- Call Recording: Automatically record customer calls made through Solgari and Teams for compliance, training, and quality assurance.
- Lite Licensing: Access essential features for customer engagement without the overhead of premium license tiers.
- Microsoft Integration: Deeply embed communication tools within your existing Dynamics 365 and Microsoft Teams environment.
Product Overview
Product Overview
This platform license provides Microsoft Dynamics 365 Customer Engagement Lite, enhanced with Solgari's voice capabilities and integrated Microsoft Teams call recording. It enables businesses to manage customer interactions more effectively by embedding communication tools directly within their CRM workflow, ensuring all conversations are captured and accessible for review.
Designed for IT Managers and Business Owners in SMB and mid-market companies, this solution fits within existing Microsoft 365 and Dynamics 365 environments. It empowers teams to streamline sales, service, and support processes by centralizing customer communication data and providing essential recording functionalities for compliance and operational insights.
- Integrated Voice: Embed Solgari's telephony features directly into Dynamics 365 workflows.
- Automated Call Recording: Capture all customer calls for compliance and quality assurance purposes.
- Teams Integration: Seamlessly connect with Microsoft Teams for unified communication and collaboration.
- Lite Functionality: Access core customer engagement and communication features at an optimized license level.
- Data Centralization: Store call logs and recordings within Dynamics 365 for a complete customer view.
This solution offers essential integrated communication and recording features for Dynamics 365 users seeking to improve customer engagement and operational efficiency.
What This Enables
Enable Teams to Capture Customer Conversations
Enable teams to automatically record customer calls made through Solgari and Microsoft Teams. This ensures all critical client interactions are documented for compliance, training, and future reference.
Cloud-based CRM, Unified Communications, VoIP integration, Microsoft 365 ecosystem
Streamline Sales and Service Workflows
Streamline sales and service workflows by embedding Solgari's voice capabilities directly within Dynamics 365. This allows for efficient call initiation and management from within the CRM interface.
Customer Relationship Management, Sales process automation, Customer support operations, Business process integration
Automate Compliance Recording
Automate the recording of all customer-facing calls to meet regulatory and internal compliance requirements. This provides an auditable trail of communications without manual intervention.
Regulated industries, Data privacy compliance, Business continuity planning, Operational auditing
Key Features
Solgari Voice Integration
Embeds telephony features directly into Dynamics 365, allowing users to make and receive calls from their CRM interface.
Microsoft Teams Call Recording
Automatically records calls made via Teams, ensuring all conversations are captured for compliance and review.
Lite Licensing Tier
Provides essential customer engagement and communication features at a cost-effective price point for smaller deployments.
Dynamics 365 Data Storage
Stores call logs and recordings within Dynamics 365, consolidating customer interaction data for a complete view.
Monthly Subscription Billing
Offers predictable monthly costs and flexibility to scale licenses as business needs evolve.
Industry Applications
Finance & Insurance
This vertical requires stringent call recording for regulatory compliance, audit trails, and dispute resolution, which this solution directly addresses.
Legal & Professional Services
Law firms and professional service providers need to document client communications for liability protection and case management, making call recording essential.
Healthcare & Life Sciences
While HIPAA compliance is paramount, call recording can support patient communication logging and quality assurance for non-PHI sensitive interactions.
Retail & Hospitality
Businesses in this sector benefit from recording customer service calls to monitor agent performance, resolve disputes, and improve customer experience.
Frequently Asked Questions
What is Microsoft Dynamics 365 Customer Engagement Lite?
It is a version of Dynamics 365 focused on core customer relationship management functionalities, enhanced with integrated communication tools like Solgari voice and Microsoft Teams call recording.
Does this license include Solgari's full feature set?
This is a 'Lite' offering, meaning it includes essential Solgari voice capabilities integrated with Dynamics 365 and Teams recording. Specific feature availability may vary from premium Solgari packages.
How is call recording managed?
Call recording is automated through the integration with Microsoft Teams and Solgari, ensuring that calls initiated or received within the integrated environment are captured and stored.
Deployment & Support
Deployment Complexity
Low — self-service
Fulfillment
Digital Delivery
License keys / portal provisioning
Support Model
Zent Networks Managed
Renewal, add-license, and lifecycle management included
Subscription Terms
Cancellation
Cancel anytime — no charge on next cycle
You may cancel this subscription at any time. Cancellation takes effect at the end of the current billing period. You will not be charged for the following billing cycle. Access remains active through the end of the paid term.
Returns
Subscription licenses are non-refundable
Digital software licenses and SaaS subscriptions cannot be returned once activated or provisioned. Contact a Zent Networks account manager if you have questions before purchasing.