Product Update: Want to see our latest integration with Dynamics 365?

Written By:

Rob Hennelly


We are seeing increasing demand in multiple markets for our compliant, omni-channel cloud business communications solution integrated with Dynamics 365. This is being driven by a number of challenges affecting multiple verticals including the following:

  • Demand for modern, easy to use, omni-channel business communication channels that offer customers and prospects attractive options to interact with companies in both B2B and B2C.
  • Requirement to meet changing regulations and how they affect external & internal communications such as GDPR & PCI DSS.
  • Avoid the use, cost & headache of old siloed communication solutions that are not fit for purpose for modern companies focused on offering a brilliant digital experience.

This demand is generating significant activity in financial services (digital banking, insurance, hedge funds, FX), retail & eCommerce which share the same characteristics of heavy customer communications and compliance requirements. We have won a number of deals in these verticals since Microsoft Inspire in July with Microsoft partners in UK, Germany and Singapore with significant new activity in US, Canada, Australia & Hong Kong.

We recently gave a presentation at Microsoft Singapore with one of our key partners in Asia Pacific to a large number of Singapore financial service and retail companies. This overview provides a summary of the customer results on Solgari as well as a live view of the solution in action and you can view the presentation by clicking here.

Our Dynamics 365 Integration continues to move forward rapidly as we take on board customer and partner feedback on new feature requirements.  Our current features include:

  • Inbound contact lookup and screen pop for telephony, SMS & WebRTC (off the website using Solgari Connect)
  • Click2Dial from D365
  • Automated post call activity log, prepopulated with the caller’s number & start/end time, direction and duration for the call
  • Case ID Lookup
  • Outbound SMS to one or more recipients
  • SMS Marketing Channel, allowing the sending of bulk SMS to marketing lists
  • Automated Inbound Fax Activity Creation

You can view & download our latest Dynamics Integration Feature Overview here.

Our R&D Roadmap continues to power ahead with the recent release our mobile apps for general release on the iOS and Android stores and updated UI’s for Solgari Connect & Forum to be released shortly.  As you’re probably aware, we’re still working closely with Microsoft on our listing on AppSource and we are also in discussions around the new Channel Integration Framework for Dynamics 365. We hope to be in the beta version of it.  We’ll keep you up-to-date on our progress with all of the above.

To get your hands on the latest version of our Dynamics integration or to arrange a demo you can email me here.

Rob Hennelly,
Product Manager at Solgari


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