Microsoft Dynamics 365 Customer Engagement - Solgari & Teams Lite with Recording & AI
Microsoft Dynamics 365 Customer Engagement for Solgari & Teams Lite provides essential communication and AI features to enhance your business interactions.
- Enhanced Communication: Access integrated voice and collaboration tools within Dynamics 365.
- AI-Powered Insights: Utilize artificial intelligence for smarter customer engagement and analysis.
- Recording Capabilities: Capture and review customer interactions for quality assurance and training.
- Lite Functionality: Benefit from core features without the complexity of enterprise-level packages.
Product Overview
Product Overview
This platform license provides access to Microsoft Dynamics 365 Customer Engagement features integrated with Solgari and Microsoft Teams, offering a Lite version that includes essential communication tools, interaction recording, and artificial intelligence capabilities.
Designed for businesses seeking to improve their customer interactions and internal collaboration, this solution is ideal for IT Managers and Business Owners in SMB and mid-market companies who want to streamline communication workflows directly within their CRM environment.
- Integrated Communication: Seamlessly connect voice calls and team collaboration within Dynamics 365.
- Interaction Recording: Automatically record calls and meetings for compliance, training, and analysis.
- AI Assistance: Leverage AI to gain insights from customer conversations and improve engagement strategies.
- Streamlined Workflows: Reduce context switching by managing communications directly from your CRM.
- Cost-Effective Solution: Access key engagement features with a Lite package suitable for growing businesses.
Empower your teams with essential communication and AI tools to drive better customer outcomes without unnecessary complexity.
What This Enables
Enable Teams to Communicate Seamlessly
Enable teams to make and receive calls directly within Dynamics 365, streamlining customer interactions. Automate call logging and associate conversations with relevant customer records for better context.
cloud-based CRM, integrated communication tools, sales workflow automation, customer service operations
Streamline Customer Interaction Analysis
Streamline the review of customer conversations through integrated call recording capabilities. Automate the analysis of interaction data using AI to identify trends and areas for improvement.
quality assurance processes, compliance monitoring, agent training programs, customer feedback loops
Automate Data Capture for Engagement
Automate the capture of critical customer engagement data, including call details and AI-driven insights. Ensure all customer interactions are logged and accessible within Dynamics 365 for a complete view.
data-driven decision making, CRM data enrichment, operational efficiency, business intelligence integration
Key Features
Integrated Voice and Teams Calling
Reduce the need for separate communication applications by enabling calls directly within Dynamics 365 and Microsoft Teams.
Call Recording
Ensure compliance and improve training by automatically recording customer calls and meetings.
AI Capabilities
Gain actionable insights from customer conversations to improve engagement strategies and identify opportunities.
Dynamics 365 Integration
Streamline workflows and improve data accuracy by embedding communication tools directly into your CRM.
Lite Package
Access essential communication and AI features at a cost-effective price point suitable for growing businesses.
Industry Applications
Finance & Insurance
This solution supports regulatory compliance needs for call recording and provides AI insights to enhance customer interactions in a highly regulated sector.
Healthcare & Life Sciences
Enables secure and compliant communication for patient engagement and administrative tasks, with AI assisting in understanding patient needs.
Legal & Professional Services
Facilitates secure client communication and provides call recording for documentation and compliance within professional service environments.
Retail & Hospitality
Improves customer service interactions and provides insights into customer preferences through integrated communication and AI analysis.
Frequently Asked Questions
What is Microsoft Dynamics 365 Customer Engagement for Solgari & Teams Lite?
It is a software license that integrates Solgari's communication platform and Microsoft Teams with Dynamics 365, offering core features like voice calling, recording, and AI insights in a Lite package.
Who is this license intended for?
This license is designed for SMB and mid-market companies that use Dynamics 365 for their own business operations and want to enhance their customer engagement capabilities.
Does this license include full Microsoft Teams functionality?
This is a Lite package focused on integrating Teams for communication within Dynamics 365. It provides essential collaboration features relevant to customer engagement, not the full suite of Teams functionalities.
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.