Customer Engagement for Dynamics 365

Solgari is a Microsoft-certified customer engagement application that runs natively inside Microsoft Dynamics 365 and Microsoft Teams, built on Azure. It forms the conversation intelligence layer for Microsoft’s AI stack, capturing customer conversations across voice, chat, SMS, WhatsApp, Facebook Messenger, and email – all within Microsoft Teams. Go live in under 24 hours, built on Azure and integrated with your CRM. No new infrastructure. No retraining. No rip-and-replace.

What Is Solgari?

Solgari turns Dynamics 365 into a company-wide CX platform and conversation intelligence layer. Any user – not just contact centre agents – can manage omnichannel customer conversations directly inside Dynamics 365, with AI-generated transcription, summaries, translation, and sentiment, and with conversations written back to Dynamics 365. This ensures customer interactions are visible, actionable, and usable by AI.

Who Is It For?

• Organisations running Microsoft Dynamics 365 Customer Service or Sales
• Microsoft-first businesses seeking AI readiness without adding separate CX platforms
• Regulated industries requiring compliant recording and audit trails
• Teams aiming to unify customer-facing communications across departments in Microsoft Teams and Dynamics 365

Why Buyers Choose Solgari

• Deploy Fast: Go live in hours via Azure Marketplace
• Dynamics-Native Experience - Embedded directly inside Dynamics 365 using Microsoft’s Channel Integration Framework
• Microsoft Ecosystem Alignment- Built on Azure and designed to work alongside Microsoft 365, Teams, Copilot, and Power Platform.
• AI-First - Auto-summary, transcription, translation, sentiment detection, and generative AI chat
• Organisation-Wide Usage - Lite licences cover 75–95% of users at ~10% of Enterprise cost
• CRM-First Data Capture - Every call and message is automatically captured and written into Dynamics 365, ensuring full interaction history.
• Compliance Ready - Hosted on ISO-certified Azure, GDPR-ready, with enterprise-grade security

How It Works

• Customer interactions across voice, SMS, chat, social, and email are handled directly in Dynamics 365
• Solgari captures and structures conversations with AI-driven transcription, summaries, translation, and sentiment
• Structured conversation data is written back to Dynamics 365 automatically making it available for reporting, automation, and AI tools
• Solgari Copilot and GenAI Chat are available out of the box
• Supervisor dashboards manage queues, sentiment, and team performance
• Lite users access interaction history, reporting, recording, and AI support without contact centre infrastructure

Plans

Enterprise / Pro – Ideal for Customer Service and Sales Teams

• Voice, SMS, chat with optional social channels
• Full recording, archiving and compliance
• AI Copilot and Chat included
• Advanced routing, IVRs, outbound campaigns
• Supervisor dashboards, analytics and campaign management

Lite – For Knowledge Workers & Experts

• Voice and SMS with optional social channels
• AI Copilot assistance
• Interaction history, reporting, optional compliant recording
• No contact centre infrastructure needed

FAQs

• How long is setup? Go live in hours – no integration project needed
• What’s unique? Solgari runs directly inside Dynamics 365 and Teams rather than requiring a separate contact centre interface
• Can employees outside customer service use it? Yes. Lite plans enable voice, messaging, recording, AI, and reporting for any user

Why Now?

• Buyer journeys are AI-led and sales-rep-light – Solgari captures and structures conversations for AI natively
• Most customer conversations happen outside contact centres – Solgari brings them all into Microsoft Teams and CRM
• Microsoft-native solutions deploy faster and integrate more deeply with Copilot and Azure AI

Available via Microsoft

• Certified for Microsoft Teams and Microsoft 365
• Buy via Azure Marketplace, CSPs, or Microsoft field sellers
• Deployed in 40+ countries across finance, healthcare, government, and more

Get Started

Request a demo or visit www.solgari.com. Buying via Azure? See our buying instructions