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Power Platform Community / Forums / Power Apps / Custom Copilot with Da...
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Custom Copilot with Dataverse as Knowledge Source

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Posted on by pae1 86

Hello everyone,

 

I built a Data Glossary chatbot in Copilot Studio that uses a Dataverse table for terms and definitions. The chatbot will enable the user to lookup various internal terms and acronyms. The goal is to make the chatbot available to the whole tenant. At the current stage, when I share it with other users, they can't get a definition for the terms requested. 

 

I believe this is a permission-based issue where users don't have the access to the Dataverse table therefor the chatbot is unable to retrieve the data. How should I approach this issue without adding all the users to the chatbot's (Power Platform) environment? 

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Microsoft Dataverse with Power Apps
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  • ivan_apps Profile Picture
    ivan_apps 2,189 Moderator on at

    I believe you should be adding them to the environment so you can share with the entire tenant.  You would need to add the relevant permissions (read) to the data sources to all users that need it. Unless you can configure an App Registration to do the data retrievals, it would be using the person's context and permissions.

     

    You could share to the 'everyone' group or create a dynamic security group for all enabled users and grant that group the necessary permissions so it's group-based.

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