Building and customizing solutions using Microsoft 365 Copilot APIs and tools
The current implementation should not use the AI-populated Employee Email as an authorization boundary. Agent instructions and “Fill with AI” are appropriate for conversational behavior, but access control should be enforced using authenticated identity.
- With Authenticate with Microsoft, Copilot Studio authenticates the Teams user through Microsoft Entra ID. The documented identity variables are
User.IDandUser.DisplayName;User.EmailandUser.AccessTokenaren't available with this authentication option.
Ref: https://learn.microsoft.com/en-us/microsoft-copilot-studio/configuration-end-user-authentication#authenticate-with-microsoft - Therefore, use
User.IDas the authoritative user identifier where the agent/flow integration permits it, rather than accepting an email address generated or supplied through the conversation. - Resolve that authenticated identifier deterministically to the employee record, then apply the employee-level filter before returning Smartsheet data.
- The Smartsheet connection can remain centrally managed. Authentication/authorization of the requesting user should be separated from the service connection used to access the backend.
- Power Automate cloud flows are supported components of Copilot Studio solution architectures, so the existing flow can remain part of the design.
- Power Platform data policies should also be used to require authenticated agents and govern connector usage.
Ref: https://learn.microsoft.com/en-US/microsoft-copilot-studio/admin-data-loss-prevention
Recommended security model:
Teams user → Entra authentication → Copilot Studio → trusted User.ID → authorization/mapping → Power Automate → centrally managed Smartsheet connection
For licensing, the Microsoft support material explicitly says that Copilot Studio availability and licensing can vary by license, region and organization, and directs customers to the Copilot Studio Licensing Guide for current licensing/billing details.
https://support.microsoft.com/en-us/accessibility/copilot/use-a-screen-reader-to-explore-and-navigate-microsoft-copilot-studio