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The agent
The system

Make Microsoft Copilot act in Internal CRM — safely

Microsoft Copilot reasons and orchestrates across Microsoft 365 with ease — Upware gives it governed, audited reach into the internal CRM your company built, with no API required.

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Governed by policy & RBAC Full audit trail Outbound-only on-prem bridge No rip-and-replace
The gap

Microsoft Copilot stops at the Internal CRM boundary

Copilot is strong across Microsoft 365 and connector-reachable apps, but acting in legacy, on-prem, or API-less systems needs a governed execution layer underneath.

Three ways to close it

Only one is governed

Microsoft Copilot alone
Acts in Internal CRMNo
Governedn/a
Auditedn/a
Custom API glue
Acts in Internal CRMSort of
GovernedYou build it
AuditedYou build it
Microsoft Copilot + Upware
Acts in Internal CRMYes
GovernedPolicy + RBAC
AuditedEvery action
In practice

Closing a Deal Inside the Homegrown CRM

A sales rep asks Microsoft Copilot to update the deal record after a call. Copilot identifies the account, extracts the outcome from the call transcript, then hands the action to Upware. Upware's on-prem bridge navigates the internal CRM screens exactly as a human would — posting the call notes, updating the status field, and moving the record to the next stage in the in-house workflow. Every field change is logged against the rep's identity and the governing policy, producing a full audit trail even though the system itself has no native logging. The result lands in the CRM within seconds, and Copilot surfaces confirmation back in the chat — no one touched a keyboard.

The harness

AI to learn. Deterministic to execute.

Upware learns the process once and encodes it as a mostly-deterministic workflow: system interactions replay exactly, and any LLM steps are wrapped in policy, verification, and audit — so execution stays governed and drift-proof.

O
Observe & Learn
Records the real workflow once, across every system it touches.
G
Generate
Builds the API, data flow, and logic automatically — no integration project.
E
Encapsulate
Wraps it as a governed AI skill over secure MCP or API.
R
Run
Executes deterministically — RBAC, audit, and scale built in.
FAQ

Common questions

Our internal CRM has no API and was built in-house years ago. Can Upware actually connect to it?
Yes — this is exactly the case Upware was designed for. Instead of requiring an API, Upware observes the CRM's existing screens during a one-time recording session, learns the UI interactions, and generates a governed AI skill from what it saw. After that, Copilot can trigger actions in your CRM through Upware's on-prem bridge without any code changes or vendor involvement on the CRM side.
How does Upware enforce access control and produce an audit trail for a system that has none of its own?
Upware wraps every action in its own RBAC and policy layer before it touches the CRM. Each action is associated with the requesting identity, checked against the governing policy, and written to Upware's audit log — regardless of whether the underlying system keeps any record. This means your compliance and data-governance obligations are met at the execution layer, not delegated to a system that was never built to handle them.
Will Copilot be making live AI decisions inside the CRM, or is the execution predictable and controlled?
Execution is deterministic. Copilot does the reasoning — deciding what action to take and pulling the relevant context from Microsoft 365. Once it hands off to Upware, the system interaction replays exactly as learned: the same screens, the same fields, the same sequence, every time. There is no open-ended LLM deciding how to navigate your CRM at runtime. Upware reduces LLM involvement to the reasoning step and keeps the actual system interaction under full operational control.

Connect Microsoft Copilot to Internal CRM

See a governed action go from recorded workflow to live in days.

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