Identity stays home.
Entra ID-bound service principals; no shadow credentials.
How a Copilot Studio agent reaches into Salesforce — securely, natively, auditably.
ORCHESTRATION
Copilot Studio agent: triggers, topics, reasoning, tool-calling.
ACTION LAYER
Power Platform connectors + custom Azure Functions as governed tools.
CANONICAL STORE
Dataverse as the single, schema-controlled source of truth.
INTELLIGENCE
Azure AI for anomaly detection, classification, enrichment.
Data is mediated, not mirrored.
Salesforce records normalize through Dataverse, never dumped raw.
Every action is a record.
Connector calls, agent decisions, and resolutions are logged and replayable.
COPILOT STUDIO
POWER AUTOMATE
DATAVERSE
AZURE AI
SALESFORCE API
DLP POLICY DESIGN
POWER BI
Your CRM should work while you sleep. Let's architect that.
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