Microsoft Dynamics 365 Customer Engagement Solgari AI Copilot Mobile App for Case Management
Empower your mobile workforce with the Microsoft Dynamics 365 Customer Engagement Solgari AI Copilot mobile app, designed to optimize case management for your business operations.
- Enhanced Mobility: Access critical case management tools and AI-driven insights directly from your mobile device, ensuring productivity anywhere.
- AI-Powered Assistance: Leverage Solgari AI Copilot to automate tasks, provide intelligent suggestions, and expedite case resolution.
- Streamlined Workflows: Integrate seamlessly with Dynamics 365 to manage customer interactions, track progress, and maintain data consistency.
- Improved User Experience: Provide your field teams with an intuitive and efficient mobile application for superior case handling and customer service.
Product Overview
Product Overview
This is a platform software license for Microsoft Dynamics 365 Customer Engagement, specifically enabling the Solgari AI Copilot mobile application for case management. It unlocks advanced AI capabilities and mobile access to streamline how your teams handle customer cases and support operations.
Ideal for IT Managers and IT Professionals within SMB and mid-market organizations, this license integrates with your existing Dynamics 365 environment. It empowers your staff to manage cases efficiently from any mobile device, ensuring business continuity and enhanced customer interaction.
- AI-Driven Case Resolution: Utilize Solgari AI Copilot to automate routine tasks, receive intelligent recommendations, and accelerate problem-solving.
- Mobile Accessibility: Grant your field service, support, and sales teams the ability to access and update case information on the go.
- Unified Data Management: Ensure all case-related data is consistent and accessible across your Dynamics 365 platform and mobile devices.
- Enhanced Productivity: Reduce manual effort and improve response times by providing staff with powerful mobile tools and AI assistance.
- Scalable Licensing: This subscription-based license allows you to scale access based on your team's needs and business growth.
This Microsoft Dynamics 365 license provides essential AI and mobile capabilities, empowering SMB and mid-market teams to elevate their case management efficiency and customer service.
What This Enables
Enable Mobile Case Management with AI
Enable teams to manage customer cases efficiently from any mobile device, leveraging AI-powered suggestions and automation. Streamline data entry and access real-time case updates to improve service delivery.
cloud-based CRM, mobile workforce, customer support operations, field service teams
Automate Routine Support Tasks
Automate repetitive tasks within case management workflows using Solgari AI Copilot, freeing up IT professionals for more complex issues. Improve consistency and reduce errors in case handling processes.
on-premises CRM, hybrid cloud environments, IT service desks, business process automation
Enhance Customer Interaction Data
Streamline the capture and management of customer interaction data directly from the field or client site. Ensure all relevant details are logged accurately and promptly within Dynamics 365.
customer-facing roles, data-driven decision making, integrated business systems, sales enablement
Key Features
Solgari AI Copilot Integration
Provides intelligent suggestions and automates tasks within case management, accelerating resolution times and improving accuracy.
Mobile Application Access
Enables field staff and remote workers to manage cases, update records, and access information from any mobile device.
Dynamics 365 Integration
Ensures seamless data synchronization between the mobile app and your core Dynamics 365 Customer Engagement platform.
Case Management Workflows
Streamlines the entire lifecycle of a customer case, from initiation to resolution, with enhanced efficiency.
Subscription-Based Licensing
Offers flexible and scalable access to the platform's capabilities, aligning costs with business needs.
Industry Applications
Finance & Insurance
Financial institutions and insurance providers require robust case management for claims, policy inquiries, and customer support, often with strict data handling and mobile access needs for agents.
Healthcare & Life Sciences
Healthcare organizations need efficient patient case management and communication tools, where mobile access and AI assistance can improve response times for critical patient needs.
Retail & Hospitality
Retailers and hospitality groups can use this for managing customer service issues, loyalty program inquiries, and operational support across multiple locations, benefiting from mobile accessibility.
Legal & Professional Services
Law firms and professional service providers can manage client cases, track project progress, and communicate with clients more effectively, with AI assisting in task management and data organization.
Frequently Asked Questions
What is Microsoft Dynamics 365 Customer Engagement?
Microsoft Dynamics 365 Customer Engagement is a suite of applications designed to manage customer relationships, sales, marketing, and customer service operations for businesses.
What does Solgari AI Copilot do?
Solgari AI Copilot enhances Dynamics 365 by providing AI-driven insights, automating tasks, and offering intelligent assistance to users, improving productivity and decision-making.
Is this license for on-premises or cloud deployment?
This license is for Microsoft Dynamics 365, which is a cloud-based platform. The mobile app also requires an internet connection for real-time data access.
Deployment & Support
Deployment Complexity
Medium — IT-assisted
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.