Decionis Commerce Gate for Microsoft 365 Copilot

FEATURES

• Margin and price protection: Review proposed prices, stacked discounts and low-margin actions against explicit commerce policy. Check cost, inventory and promotion evidence before a connected system commits an action. Missing required facts produce Hold rather than an invented safe result.
• Order and refund governance: Send held order acknowledgments and high-value or duplicate unattended refunds to the named human approvers in your configured route. Reviewers see the proposal, policy findings and recorded decisions. Copilot does not release orders or issue refunds.
• Shadow mode and decision evidence: Observe and evaluate proposals without executing commerce transactions. Inspect all eleven policy checks and retrieve decision dossiers and proof packets. Cryptographic verification applies to signed decision evidence; historical assessments and human approval records are unsigned.

STOP TRANSACTION ERRORS AT THE CORE

Decionis Commerce Gate connects Microsoft 365 Copilot to supported commerce policies, Business Central and marketplace data. An explicit proposal can receive Proceed, Hold, Block or Escalate. A policy result or human approval does not itself execute a transaction. Each consequential tool call requires confirmation.

90-DAY MARKETPLACE EVALUATION AND LIVE BUSINESS CENTRAL VALIDATION

For Walmart Marketplace and Adobe Commerce, authorize a store connection and confirm an assessment of the previous 90 complete UTC dates. Each report reads up to 100 documents and shows source coverage. Adobe can compare recorded merchandise costs and, under an explicit historical markdown policy, recorded original prices. Walmart orders omit historical costs. Missing cost, currency, discount-chain or reference-price evidence stays unassessed. No historical transaction is changed. The 90 days describe a historical window, not a free trial.

For Dynamics 365 Business Central Online, read bounded current orders and prepare a native transaction review. Authorization supports configured single-item B2B orders in the company's base currency, with standard costing and one location. Full policy preflight must Proceed before enforced margin and agent-budget authorization. Missing or unsupported evidence prevents authorization. Copilot writes no financial records and performs no Business Central history backfill.

COMPANY SAFETY SETTINGS

The separate Commerce Gate Business Central extension intercepts sales release and posting when enabled. It starts disabled and defaults to FAIL_OPEN for availability failures. Authorized owners or administrators with company configuration permission can inspect settings and explicitly confirm a switch between FAIL_OPEN and FAIL_CLOSED through Copilot. Enabling the native guard remains an administrator action in Business Central.

FAIL_OPEN permits processing during a service outage or open circuit; FAIL_CLOSED stops it. Rejected or invalid service responses still stop processing. Fail-open audit events use the native outbox in the financial transaction, so a rolled-back transaction can also roll back its audit event. Audit delivery is not guaranteed.

SIGN IN AND CONNECT

Sign in with the Microsoft work account authorized for your purchase. Accounts uses verified Entra identity and purchase fulfillment to open or create the correct workspace automatically. No tenant, workspace ID or API key entry is required. Organization names and email do not grant access. Business Central company access, marketplace connections and named approval routes require their own current permissions.

A supported paid Commerce Gate plan and applicable Microsoft licensing are required. Copilot Shadow evaluations count toward the plan's evaluation allowance. Feature access follows the purchased plan and current source permissions.

Sign in to your purchased workspace

1. Open the installed Commerce Gate app in Microsoft 365 Copilot and choose sign in.
2. Use the Microsoft work account authorized for the purchase. Your organization name and contact email come from the verified account; you do not enter a tenant ID, workspace ID or API key.
3. Review the workspace and requested app access. Choose a workspace only if more than one is eligible, then approve the permissions you intend to grant.
4. Select the connected company or store and the exact policy for the review.

Returning purchasers use the same workspace. Team members need explicit membership and a current purchase. A matching organization name or email domain does not grant access. Expanded app access requires fresh consent; existing permissions do not expand during token refresh.

Prepare and confirm a review

1. Ask your company or store administrator to authorize its connection separately. Commerce Gate resolves your tenant through purchase fulfillment; you do not enter a tenant ID.
2. Select the authorized company or store and an exact policy version. For Business Central, select the current sales document and inspect the prepared snapshot, returned costs, provenance and missing facts before confirming validation.
3. For marketplace history, confirm the selected store and policy before starting the assessment. Read the report's coverage and unassessed findings alongside its results.
4. To change a company's outage fallback, review its current setting and confirm the exact new mode. Use an account with the required workspace and company permissions.

Starting a report reserves one of the monthly history starts, including when that start fails or its result is uncertain. Reading a saved report or retrying the exact same request does not use another reservation.

Send a held action for human review

Inspect the action, policy result and named approvers before confirming a request. Approvers come from your workspace's current approval route. The request is bound to that action and its evidence. A changed action or policy needs a new review.

Authorized approvers open the human review queue, sign in with their own account and record their response. Requesters cannot approve their own requests. These human approval records are unsigned. Copilot can read the result, but cannot complete a human approval or execute an order or refund.

Data, privacy and support

Connection permissions, workspace membership and purchase eligibility are checked for each operation. Reads are bounded to the document and line identifiers, status, dates, quantities, currency and pricing, discount or cost facts needed for the selected review. Customer names, email addresses, postal addresses, attachments and free-text fields are excluded from transaction responses. Named approvers are shown only in their authorized workspace.

Use the approved secure connection flow for credentials. Never paste keys, client secrets, access tokens or customer records into Copilot or a support message.

If sign-in cannot resolve a current purchase, use the account authorized for that purchase and contact your organization's administrator. Company or store access requires its administrator's separate authorization. A current supported Commerce Gate purchase and applicable Microsoft licensing are required.

For product help, contact commerce@decionis.com. For privacy, export, deletion or access-revocation requests, use privacy@decionis.com. Include the app version and a non-sensitive error reference.