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

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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!

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I have the same question (0)
  • Michael E. Gernaey Profile Picture
    47,125 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.
     
     
     

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