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Connect Carta CRM to Microsoft 365 Copilot

Give Microsoft 365 Copilot governed access to Carta CRM through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Microsoft 365 Copilot setup guide

Set up

Add Carta CRM to Microsoft 365 Copilot in four steps

Admins approve the server once. Everyone in Microsoft 365 Copilot then gets it through the same governed connection.

  1. 1

    Approve Carta CRM in Runlayer

    Add Carta CRM from the catalog and choose who can use it and which of its tools are allowed.

  2. 2

    Connect Microsoft 365 Copilot to Runlayer

    Users add the Runlayer Plugin to Microsoft 365 Copilot by following Runlayer’s setup guide. Microsoft 365 Copilot reaches Carta CRM’s tools through the Runlayer Plugin’s search and execute tools instead of listing each one.

    Microsoft 365 Copilot setup guide
  3. 3

    Sign in to Carta CRM

    Sign in the way Carta CRM requires. Runlayer holds the credentials so they stay out of the client’s configuration.

  4. 4

    Use Carta CRM from Microsoft 365 Copilot

    Carta CRM’s approved tools appear in Microsoft 365 Copilot. Every call is checked against policy and recorded.

Tools

Carta CRM tools in Microsoft 365 Copilot

Carta CRM reports its tools when your organization connects it, so the list depends on your deployment.

Control

What Runlayer can see and stop in Microsoft 365 Copilot

Some controls apply to every client at the gateway. Others depend on what Microsoft 365 Copilot exposes to Runlayer.

  • Gateway policy (available)

    Every Carta CRM call from Microsoft 365 Copilot passes through Runlayer, where your policies can allow, alert, mask, or block it.

  • Audit trail (available)

    Each call is recorded with the user, Microsoft 365 Copilot as the client, the tool, and the policy and scanner decisions.

  • Managed browser extension (available)

    Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.

  • Native enforcement adapter (not available)

    Runlayer has no device-side adapter for Microsoft 365 Copilot yet, so control happens at the gateway.

Frequently asked questions

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