You connect SharePoint across two Microsoft 365 tenants with a same-platform CDE integration that keeps chosen libraries, files, versions and columns aligned between the two organisations, or with a migration that moves content from one tenant to the other. CDE Sync™ handles ongoing tenant to tenant sync and CDE Migrate™ handles one-off moves, both preserving version history and metadata.
Why project teams need cross-tenant sharing
Most organisations in design, construction and asset management run Microsoft 365, and each has its own tenant. When two of them collaborate, such as a consultant and a client, joint venture partners or a builder and a subcontractor, project information has to cross tenant boundaries.
The usual answers each have drawbacks. Guest access gives external users a view into the other organisation's tenant, which many security teams try to limit, and people end up juggling logins. Emailing links and attachments creates uncontrolled copies. Downloading and re-uploading loses version history and columns. On a busy project, none of these keeps two organisations working from the same current set.
What carries across between SharePoint tenants
CDE Sync™ connects two instances of the same platform as easily as two different ones. It moves files with their version history between nominated libraries in each tenant and maps columns where the two organisations have set them up differently. You choose one-way or two-way rules per library, and every transfer is logged. Each organisation keeps full control of its own tenant and permissions.
The Microsoft SharePoint integration page describes the connector.
How to connect SharePoint across two tenants, step by step
Decide whether you need an ongoing sync or a one-off migration between tenants.
Agree the sites and libraries each organisation will share, and in which direction.
Have each tenant's Microsoft 365 administrator approve access for CDE Sync™ to the nominated sites.
Connect both tenants in the CDE Sync™ wizard and select libraries on each side.
Map columns such as document number, revision and status between the two libraries.
Run a test on a small library and compare versions and columns in both tenants.
Switch on the schedule, or complete the migration and confirm results.
Reducing guest access while keeping teams in step
Security teams often prefer fewer external guests in their tenant. A library-level sync gives partners the information they need in their own environment, using their own accounts, while each tenant's permissions stay under its owner's control. The only access granted is the scoped access CDE Sync™ needs to the nominated sites.
Mergers and divestments are another common reason to connect tenants. When a business is split or combined, project libraries often need to move between tenants with their history intact. CDE Migrate™ handles that move once, preserving versions and metadata. Migrations need enough notice before the target date to plan and validate properly. Our article on connecting Autodesk Forma and SharePoint covers how SharePoint fits into wider CDE set-ups.
Planning the library structure before the first run helps. Agreeing a common set of columns, even a short one, means files arrive in the partner's library properly described, which makes the shared set far easier to search and report on.
Ownership is simple too. A document controller or project administrator in either organisation can look after the connection through the wizard, adding libraries as the collaboration grows and reviewing a short exceptions report instead of chasing files.
Security and data residency
CDE Sync™ streams files without storing them, encrypts data in transit and processes it in the Azure region you choose, which suits organisations with residency requirements in Australia, the UK or Europe. Utopia Digital holds SOC 2 Type II and Cyber Essentials. See the Security Trust Portal and the global data region map.
SharePoint tenants and the Utopiaverse™
A SharePoint tenant to tenant connection is part of the Utopiaverse™, the connected record Utopia Digital builds across your platforms. CDE Sync™ keeps both tenants aligned, CDE Backup™ keeps an independent copy in your own Azure, CDE Migrate™ moves libraries between tenants when needed, and CDE Archive™ captures the record at completion. AI Insights searches content across tenants, with answers that cite the source files. See also How Do I Connect SharePoint to a Network Server? and How Do I Connect ProjectWise and SharePoint?
See two SharePoint tenants connected in the monthly live demo, or talk to the team about your partners.
