Customer Engagement for Dynamics 365
โดย Solgari
AI-Powered Customer Engagement – Natively Inside Dynamics 365
Most customer engagement data never reach Microsoft Dataverse, which limits what Copilot and AI can do.
Solgari is a Microsoft-certified application for Teams and Dynamics 365 that captures conversations across voice, chat, SMS, WhatsApp, social messaging and email, and writes them directly into Dataverse. This means every interaction is:
- Captured
- Structured
- Available for Copilot, AI tools, automation and reporting
How Solgari Works
Solgari enables users to manage customer conversations inside Microsoft Teams and Dynamics 365, with voice and messaging channels embedded alongside CRM data.
AI capabilities including transcription, summaries, translation, and sentiment analysis are applied automatically, with outputs stored in Dataverse for reuse across service, sales, and analytics workflows.
Solgari can be used across the organisation, including sales, service, operations, and subject matter experts. All interactions follow the same model: captured once, structured in Dataverse, and accessible to every team.
Why Buyers Choose Solgari
- Direct write to Microsoft Dataverse: communication data is immediately usable by Copilot and Power Platform
- Native to Microsoft: built for Teams, Dynamics 365, Azure and Microsoft 365
- Rapid deployment: live in hours or days via Microsoft Marketplace
- Embedded AI: transcription, summaries, translation and sentiment applied automatically
- Full contact centre capability inside Teams or Dynamics 365, no separate CCaaS platform required
Plans
Enterprise / Pro – Ideal for Customer Service and Sales Teams
- Voice, SMS, chat with optional social channels
- Recording, archiving, and compliance features
- AI Copilot and chat capabilities
- Advanced routing, IVRs, outbound campaigns
- Supervisor dashboards, reports and analytics
Lite – For Knowledge Workers & Experts
- Voice and SMS with optional social channels
- AI Copilot assistance
- Interaction history and reporting
- Recording, archiving, and compliance features
- No contact centre infrastructure needed
AI Companion Channel
Solgari supports an AI Companion channel as an optional add-on.
The AI Companion can act as a first point of contact across websites, retail environments, physical locations, and voice channels. Customers can engage through digital experiences or speak directly with the AI Companion when calling by phone.
The AI Companion can answer questions, gather information, and resolve routine enquiries. When human assistance is required, Solgari transfers the interaction to the most appropriate team inside Dynamics 365 or Microsoft Teams, with the full conversation context preserved. This creates a new AI-led entry point into the same customer service workflow, with interactions captured and made available in Microsoft Dataverse, Salesforce, HubSpot, ServiceNow, or a standalone database.
FAQs
How does Solgari use Dataverse? All interactions are automatically written into Dataverse as structured data.
Why does that matter? Copilot and AI only work on structured data. If it’s not in Dataverse, it’s not usable.
How quickly can we deploy? Typically live in hours or days, depending on setup.
Does this replace our telephony platform? No, you can use your existing provider or if required voice and messaging can be run natively in Teams and Dynamics 365 with Solgari.
Which channels are supported? Voice, SMS, chat, WhatsApp, social messaging, and email.
Who can use Solgari? Customer service, sales and wider business teams inside Teams or Dynamics 365.
What AI is included? Transcription, summaries, sentiment and translation applied automatically.
Where is the data stored? In Microsoft Dataverse within your tenant.
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