Connect NetSuite to Microsoft 365 Copilot
Give Microsoft 365 Copilot governed access to NetSuite’s 17 tools through Runlayer, with identity, policy, scanning, and audit on every call.
Set up
Add NetSuite 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
Approve NetSuite in Runlayer
Add NetSuite from the catalog and choose who can use it and which of its tools are allowed.
- 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 NetSuite’s 17 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.
Microsoft 365 Copilot setup guide - 3
Sign in to NetSuite
Each user signs in to NetSuite with OAuth. Runlayer keeps the tokens out of the client’s configuration.
- 4
Use NetSuite from Microsoft 365 Copilot
NetSuite’s approved tools appear in Microsoft 365 Copilot. Every call is checked against policy and recorded.
Tools
17 NetSuite tools in Microsoft 365 Copilot
Runlayer policy decides which of these Microsoft 365 Copilot users can call.
Ns create record
Create a new record in NetSuite.
Ns get accounting books
Returns all accounting books available to the user for report execution.
Ns get accounting contexts
Returns all accounting contexts available to the user for report execution.
Ns get nexus IDS
Returns all nexus IDs available to the user for report execution.
Ns get record
Retrieve a record from NetSuite.
Ns get record type metadata
Get metadata information about all record types or from a specific record type including available fields and their types
Ns get subsidiaries
Returns all the subsidiaries available to the user for the report tool.
Ns get suite ql metadata
Retrieves SuiteQL metadata for either all record types list or a specific record type and should be called before runCustomSuiteQL to discover which fields you can safely select, filter, and sort on.
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 NetSuite 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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