Microsoft Dynamics 365 Customer Engagement - Solgari & Teams Lite with Recording
Microsoft Dynamics 365 Customer Engagement with Solgari and Teams Lite provides essential tools for managing client interactions, including annual call recording capabilities.
- Annual Subscription: Secure your access to critical customer engagement features for a full year.
- Integrated Communication: Connect Dynamics 365, Solgari, and Microsoft Teams for unified client management.
- Call Recording: Capture and store client conversations for compliance, training, and quality assurance.
- Lite Functionality: Access core engagement features without the complexity of enterprise-level suites.
Product Overview
Product Overview
This platform license provides access to Microsoft Dynamics 365 Customer Engagement functionalities integrated with Solgari and Microsoft Teams, specifically the Lite edition which includes essential features and annual call recording.
Designed for businesses seeking to streamline client interactions, this solution is ideal for IT Managers and Business Owners in SMB and mid-market companies who need to manage customer relationships effectively within their existing IT infrastructure.
- Unified Customer View: Consolidate customer data and interaction history within Dynamics 365.
- Enhanced Collaboration: Facilitate team communication and client engagement through Microsoft Teams integration.
- Compliance Recording: Maintain auditable records of client calls for regulatory adherence and dispute resolution.
- Streamlined Workflows: Automate routine tasks and improve the efficiency of sales and service processes.
- Scalable Licensing: Annual subscription model offers predictable costs and access to core engagement tools.
This Microsoft Dynamics 365 solution offers SMB and mid-market teams a cost-effective way to enhance customer engagement and operational efficiency.
What This Enables
Enable Teams to Manage Client Interactions
Enable teams to consolidate customer data and communication logs within a single platform. Streamline sales processes and improve customer service by having a unified view of all client interactions.
cloud-based CRM, integrated communication tools, sales process automation, customer service workflows
Streamline Sales and Service Workflows
Streamline sales and service workflows by integrating customer relationship management with communication tools. Automate routine tasks and improve response times to client inquiries.
CRM integration, unified communications, business process optimization, team collaboration
Automate Compliance Recording
Automate the recording of client calls to ensure compliance with industry regulations and internal policies. Provide auditable records for quality assurance, training, and dispute resolution.
regulatory compliance, call center operations, quality assurance programs, data retention policies
Key Features
Dynamics 365 Customer Engagement Core
Provides essential customer relationship management capabilities to track leads, opportunities, and customer interactions.
Solgari Integration
Enhances communication capabilities, allowing for more effective client outreach and support.
Microsoft Teams Lite Integration
Facilitates internal team collaboration and communication around customer accounts.
Annual Call Recording
Ensures compliance and provides valuable insights by capturing and storing client conversations.
Subscription Licensing
Offers predictable annual costs and continuous access to the latest features and updates.
Industry Applications
Finance & Insurance
Financial services and insurance companies require robust customer communication tracking and compliance recording to meet strict regulatory demands and manage client relationships effectively.
Legal & Professional Services
Law firms and professional service providers benefit from detailed client interaction logs and secure communication channels to manage cases and client expectations.
Healthcare & Life Sciences
Healthcare organizations need secure platforms for patient communication and data management, with call recording supporting compliance with privacy regulations like HIPAA.
Retail & Hospitality
Retail and hospitality businesses can leverage integrated engagement tools to manage customer inquiries, bookings, and feedback, enhancing the customer experience.
Frequently Asked Questions
What is the difference between the Lite version and other Dynamics 365 editions?
The Lite edition typically includes core functionalities for customer engagement and communication, optimized for businesses that need essential tools without the full complexity of enterprise-level suites.
How does call recording benefit my business?
Call recording helps ensure regulatory compliance, provides a record for dispute resolution, and offers valuable training material for improving customer service quality.
Is this license suitable for businesses of all sizes?
This specific license is tailored for SMB and mid-market companies looking for integrated customer engagement tools. Larger enterprises might require different licensing tiers.
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.