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

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Posted on by CU27070330-1

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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Michael E. Gernaey 53,493 Super User 2025 Season 2 on at

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Hi @CU27070330-1

So just to be clear you can certainly setup a dataverse connection, but everyone going through it would have to have a license to your Tenant, your environment and Premium to dataverse.

the only way else is to provide the data via Public API. The issue here is, if you are using data that is specifically in dataverse and you take it out and post it on a Public site, it is against the EULA to just open the data up to people. They would still need a license.

You would at least need to us Portals and have Licenses for people and Web Roles, which is at least.. slightly less of a headache.

So when you say Data stored in your tenant its too broad of a question as data in SharePoint, Dataverse and many other storage units require licenses so you cannot simply "give people access"

Possible yes, cheap no.

If these suggestions help resolve your issue, Please consider Marking the answer as such and also maybe a like.

Thank you!
Sincerely, Michael Gernaey

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Michael E. Gernaey 53,493 Super User 2025 Season 2 on at

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Hi @CU27070330-1

Did I answer you both how you can do it and why the API's require a license. From a Dataverse perspective it is the Master Data Management system of record so you need a license to interact with the data.

Another poster asked if there was a way to Skirt the license requirement, but the answer is no. Its a Microsoft requirement which they made even stricter over the past few months.

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