Power Platform Community Forum Thread Details

Hi Everyone,

I am creating a Copilot Studio agent for our ERP system. The use case is based on student information, where I want to process queries and provide outputs from ERP data.

Currently, I see GenericAuth works only with Microsoft accounts. But in our ERP, we already have our own default ID/password authentication. For my agent, I don’t want authentication at all — I just want to pass a custom variable (like student ID or session token) directly to the agent and use that in API calls.

My questions:

Is there a way in Copilot Studio to set and access custom variables (like studentId, sessionToken, etc.) without going through OAuth/GenericAuth?
If authentication is not required, what’s the recommended approach to safely pass these custom values from the client to the agent?

This will help me integrate ERP functionality without forcing external users to authenticate with Microsoft accounts.

Thanks in advance!

Categories:

General topics

Hi,

You have to use global variables with “External sources can set values” and pass them in as context parameters when you embed or call your bot.

Setup Global External variable.

In your bot, create a Global variable (e.g., studentId, sessionToken).
In the variable’s properties, check External sources can set values.
Use these variables anywhere in your topics or when calling APIs via Power Automate/Agent actions.