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Let any AI agent take governed actions in Microsoft Dynamics 365

Microsoft Dynamics 365 is Microsoft's CRM and ERP suite for sales, service, and finance. Upware lets your agents act in it safely — deterministic, policy-bounded, and fully audited, without changing the system.

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

Why agents stall at Microsoft Dynamics 365

Reading data out of Microsoft Dynamics 365 is straightforward enough — any integration that can authenticate can query an account or pull a case. Acting inside it is a different matter. Dynamics is a layered system: security roles, field security profiles, Power Automate flows, and plug-ins all shape what a write operation is actually allowed to do and what side effects it triggers. An AI agent calling the API directly can satisfy the HTTP request while bypassing the business process flows and approval gates that the record is supposed to travel through. The result is data that looks right but arrived outside the controls your compliance and ops teams depend on.

Sprawling surface
Dynamics spans sales, customer service, field service, and finance — each with its own entities, business rules, and security roles.
Business rules fire on write
Updating records triggers Power Automate flows, plug-ins, and business process flows a direct call skips.
Role-based security
Dynamics' security roles and field security profiles are intricate; broad agent access is a real exposure.
What you unlock

Actions Upware makes safe in Microsoft Dynamics 365

Create and update accounts, contacts, and cases
Advance opportunities and quotes
Update service and work orders
Post notes and activities
Trigger approved business process flows
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.
Connect your agent

Agents that act in Microsoft Dynamics 365 with Upware

Microsoft Copilot
How Microsoft Copilot acts in Microsoft Dynamics 365, safely.
All agents
Browse every AI agent Upware harnesses.
FAQ

Common questions

Our Dynamics environment has complex security roles. How does Upware avoid giving an AI agent broader access than a human would have?
Upware records the workflow as a specific, named human user performs it — capturing the exact UI interactions, web requests, and network calls within that user's security role. At runtime, the action replays under the same identity and same permissions, so the agent never holds broader access than the person who taught it the skill. RBAC and field security profiles enforce exactly as they would in a live session, and every write is logged in a full audit trail tied to that identity.
We rely on Power Automate flows and business process flows that trigger on record updates. Will Upware skip those?
No. Because Upware replays the workflow through the same interface a human used — rather than calling the API out of context — the standard Dynamics event pipeline fires normally. Plug-ins, Power Automate triggers, and business process flow stage transitions all execute as expected. If your organization's process requires that an opportunity advance through a specific stage before a quote is issued, that gate is not bypassed.
Dynamics holds finance and service records that fall under SOX and contract obligations. How does Upware handle that?
Every action Upware executes produces a timestamped, attributed entry in the audit trail — which user identity initiated it, what the agent was instructed to do, and what changed. For writes that carry compliance weight, Upware supports a policy layer that routes the action through a human approval step before it touches the record. Attribution stays clean, the action is traceable back to its source, and approvals are captured as part of the audit record rather than living in a separate email chain.

Put your agents to work in Microsoft Dynamics 365

See how Upware turns a recorded workflow into a governed action in days.

Request a demo