Solgari for Dynamics 365

Overview of v2

• D365 Overview
• Quick Start Guide

How to Guide (v2 post-2023)

• Solgari Copilot Live Voice Transcription
• Solgari Copilot for Dynamics 365
• Respond to Messages
• Call Recordings and Playback
• In Call Activities
• Transfer a Call

See all 8 articles

How to Guide (v1 pre-2023)

• Getting Started
• FAQ - troubleshooting
• Common Error Messages and Troubleshooting Advice
• How to Make a Call
• Calling a Number Manually
• How to Answer an Audio or Video Call

See all 20 articles

Setup Channel Integration Framework in D365 - CRM Admin instructions

• How to install Channel Integration Framework in D365 & Add Solgari as the Channel Provider (CIF 1.0)
• Configuring CIF for "Omnichannel For Customer Service" & "Customer Service Workspace" apps (CIF 2.0)
• How to Enable Click-to-Dial through CIF
• Linking your Solgari tenancy with a D365 instance
• Integration Overview Video
• Firewall recommendations