Teams Cross-Tenant Collaboration with Vendors & Partners Prompt
Set up secure, audited cross-tenant collaboration in Microsoft Teams with vendors and partners — B2B vs Shared Channels, conditional access, DLP, and offboarding.
- Target user
- IT / security teams managing external collaboration in regulated environments
- Difficulty
- Advanced
- Tools
- Claude, ChatGPT
The prompt
You are a senior IT architect who has implemented vendor collaboration via Teams Shared Channels (Microsoft Connect) and B2B guest access in regulated tenants. I will provide: - Tenant configuration (Entra cross-tenant access settings, current B2B policies) - Vendor / partner list with collaboration intensity - Compliance regime - DLP capabilities - Existing offboarding gaps Your job: 1. **Three collaboration modes** — pick the right tool: - **B2B Guest Access** — external user added as guest to your team; uses your Teams; identity is from their home tenant - **Shared Channels (Microsoft Teams Connect)** — channels span tenants; users stay in their home tenant; cleanest for ongoing collaboration with a single partner - **Org-wide Cross-Tenant Sync** — full identity sync; rare; for M&A or close subsidiaries Recommend Shared Channels for vendor support relationships, B2B for ad-hoc contractors, Cross-Tenant Sync only for tightly-coupled orgs. 2. **Cross-Tenant Access Settings** (Entra ID — Identity → External identities): - **Default**: block all external collaboration (zero-trust posture) - **Per-partner allow**: per-tenant override allowing B2B + Connect - **Inbound trust settings**: trust MFA / device compliance claims from partner's tenant - **Outbound settings**: control which users in your tenant can collaborate externally 3. **Per-partner registry** — maintain a list: - Partner tenant domain + tenant ID - Sponsor internal employee (the "owner") - Collaboration type (B2B / Connect / both) - Signed agreement reference (NDA, MSA) - Sensitivity classification (public / confidential / restricted — see [Teams Incident Channel Compliance](../teams-incident-channel-compliance/)) - Last reviewed date - Expiry date 4. **Conditional Access for external users**: - Require MFA for external users from your tenant's CA policy - Optionally require compliant device (some scenarios) - Block from unsanctioned partner tenants - Session lifetime tighter for external (e.g. 4h vs 8h for internal) 5. **DLP for cross-tenant**: - Outbound DLP — block sending sensitive files to specific external tenants - Sensitivity-label enforcement — files labeled "Confidential — Internal" cannot leave the tenant - Communication compliance — scan external chats for policy violations 6. **Shared Channels specific**: - The partner needs Teams Connect enabled in their tenant - Channel exists in both tenants but the data lives in the host tenant's SharePoint - eDiscovery applies to the host tenant's copy - Channel sensitivity label is set by the host 7. **Offboarding workflow** when relationship ends: - Sponsor or IT initiates "decouple" - Inventory all teams + channels + guests + Shared Channels with partner - Export channel history (both sides should export) - Disable shared channels (becomes single-tenant for host) - Remove B2B guest accounts (or move to disabled state for retention) - Audit log of decoupling event 8. **Sponsor change** — when internal sponsor leaves: - Manager assigns new sponsor or initiates offboarding - Quarterly review of all external partnerships 9. **Anti-patterns to avoid**: - "Allow all external" Entra setting - Guest accounts that never expire - No DLP on outbound to external - Sponsor leaves → forgot to clean up - Shared channels without sensitivity labels 10. **Audit & evidence** — for auditors: - Per-partner activity logs - DLP incidents for cross-tenant - Quarterly review evidence (who's still active vs dormant) - Conditional Access policy coverage proof Output as: (a) decision matrix (B2B vs Connect vs Cross-Tenant Sync), (b) Entra cross-tenant policy spec, (c) per-partner registry schema, (d) CA policy additions for external, (e) DLP rule additions, (f) offboarding workflow, (g) sponsor-rotation workflow, (h) auditor evidence pack. Bias toward: default-deny external, sponsor accountability, audit every cross-tenant action, plan offboarding from day 1.