web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Copilot Studio - Copilot Studio Skills Development
Unanswered

[Need Help] Cross-Tenant Data Access for Copilot Studio Agent

(0) ShareShare
ReportReport
Posted on by

Hi everyone,

I’m currently building a Service Desk Copilot Studio agent that will be deployed in multiple customer tenants (Teams channel). The bot should be able to:

  • Answer user queries using a knowledge base and ticket data
  • Create new tickets or retrieve ticket status
  • But all data (Dataverse tables and KB) is hosted in my own tenant

Since customers have their own tenant, I’m facing a challenge:

  • I can’t directly use the Dataverse connector in the customer tenant (got "User is not a member" error when I tried Dataverse Web API via a custom connector)
  • My goal is to securely allow the customer tenant bot to access data in my tenant

I’d like to hear from the community:

  • Has anyone implemented a similar cross-tenant Copilot Studio setup?
  • How do you allow customer-tenant bots to interact with data stored in your tenant?
  • Any advice, architecture or solution suggestions, or best practices for handling this scenario?

Thanks in advance for your insights!

Categories:
I have the same question (0)
  • Michael E. Gernaey Profile Picture
    50,279 Super User 2025 Season 2 on at
    [Need Help] Cross-Tenant Data Access for Copilot Studio Agent
     
    Please do not post in multiple places, we are stretched super thin as it is.
     
     
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Tom Macfarlan – Community Spotlight

We are honored to recognize Tom Macfarlan as our Community Spotlight for October…

Leaderboard > Copilot Studio

#1
Romain The Low-Code Bearded Bear Profile Picture

Romain The Low-Code... 523 Super User 2025 Season 2

#2
Michael E. Gernaey Profile Picture

Michael E. Gernaey 378 Super User 2025 Season 2

#3
DAnny3211 Profile Picture

DAnny3211 132

Last 30 days Overall leaderboard