Agentic AI Business Solutions Architect v1.0

Case study -
This is a case study. Case studies are not timed separately from other exam sections. You can use as much exam time as you would like to complete each case study. However, there might be additional case studies or other exam sections. Manage your time to ensure that you can complete all the exam sections in the time provided. Pay attention to the Exam Progress at the top of the screen so you have sufficient time to complete any exam sections that follow this case study.
To answer the case study questions, you will need to reference information that is provided in the case. Case studies and associated questions might contain exhibits or other resources that provide more information about the scenario described in the case. Information provided in an individual question does not apply to the other questions in the case study.
A Review Screen will appear at the end of this case study. From the Review Screen, you can review and change your answers before you move to the next exam section. After you leave this case study, you will NOT be able to return to it.

To start the case study -
To display the first question in this case study, select the "Next" button. To the left of the question, a menu provides links to information such as business requirements, the existing environment, and problem statements. Please read through all this information before answering any questions. When you are ready to answer a question, select the "Question" button to return to the question.

Background -
Fabrikam, Inc., is a global consumer goods company that is undergoing a digital transformation initiative to migrate its entire infrastructure to the Microsoft cloud. As a key element of this cloud migration, the company will implement Microsoft Dynamics 365 Sales, moving away from the current on-premises proprietary technologies used by its business-to-business (B2B) sales team.
As part of the cloud migration, Fabrikam will adopt an AI-first approach to its business solutions and implement AI solutions, wherever possible, to streamline operations.

Problem Statements -
Fabrikam's infrastructure currently relies on various on-premises systems that require sales executives to use corporate computers with physical keyboards to access business information during customer interactions. Mobile phones cannot be used for these purposes, as the systems depend on keyboard input. As a result, the sales executives spend a lot of time using keyboards to search for data on several disparate systems and file servers, rather than focusing on the customers. This affects the customer experience.
Fabrikam stakeholders are concerned that users will be hesitant to adopt AI. If the AI initiatives are NOT adopted, cost savings will never be realized. Additionally, funding for future AI initiatives will depend on demonstrating an increase in AI adoption month over month. As the AI agent initiative for the sales team will be the first for Fabrikam, the rapid adoption of the agent is a high priority.

Planned Initiatives -

General -
Fabrikam management has prioritized AI-driven projects to improve efficiency, customer engagement, and responsible AI adoption. The current application infrastructure is on-premises and must be migrated to the cloud to support the adoption of these technologies.

Infrastructure Migration -
Fabrikam plans to migrate from its current on-premises infrastructure to a completely cloud-based topology; this will include user authentication, the security framework, and, primarily, the adoption of the services by end users.
All the data from the different systems will be consolidated into a single data source - a common data model that will use a Microsoft Dataverse environment as a single source of truth (SSOT) for the sales team.

Sales Cycle Enablement -
To achieve the company's objectives, Fabrikam intends to implement the following strategies to enhance the sales cycle:
Use low-code development to create a single AI agent that has Dataverse as its core component.
Ensure that sales managers can access unanswered correspondence from prospects and intervene as appropriate.
Replace the previous proprietary software with Dynamics 365 Sales to track sales cycles and customer interactions.
Have the sales executives use Dynamics 365 Sales to track interactions for open opportunities and send follow-up communications to prospects.
Have the sales executives use handsfree headsets to interact with an AI agent when they have questions about internal policies or customer data.

Requirements -

Infrastructure Migration -
Fabrikam has identified the following infrastructure migration requirements:
Azure must be used for all future infrastructure workloads.
The company must follow Microsoft-recommended methodologies for infrastructure migration to the cloud.
Any created AI agents must have their return on investment (ROI) calculated to ensure that the solution will save the company money.

Sales Cycle Enablement -
Fabrikam has identified the following requirements for sales cycle enablement:
The final AI agent must follow Microsoft recommendations for a conversational user experience.
A designated checklist must be reviewed to ensure that the AI agent follows Microsoft deployment recommendations for a compliant solution.
Detailed telemetry must be logged for the first created AI agent to help troubleshoot and optimize the agent during the initial AI agent adoption process.
Unexpected AI agent actions must end in an escalation to a live representative. For example, a sales executive must be rerouted to a representative if the agent cannot answer a question after two failed attempts.
The return on investment (ROI) of switching from the current process to the future process is required for stakeholder sign off.
The sales team must use Dynamics 365 Sales to correspond with prospects more quickly and efficiently than currently.
Sales managers must report on the adoption of the AI agent to key Fabrikam stakeholders on a monthly basis.
Any sensitive information, such as user IDs and names, shared via the AI agent must be tracked for future auditing.
Which tool should you recommend to address the sensitive information concerns in the sales process?

HOTSPOT -

Case study -
This is a case study. Case studies are not timed separately from other exam sections. You can use as much exam time as you would like to complete each case study. However, there might be additional case studies or other exam sections. Manage your time to ensure that you can complete all the exam sections in the time provided. Pay attention to the Exam Progress at the top of the screen so you have sufficient time to complete any exam sections that follow this case study.
To answer the case study questions, you will need to reference information that is provided in the case. Case studies and associated questions might contain exhibits or other resources that provide more information about the scenario described in the case. Information provided in an individual question does not apply to the other questions in the case study.
A Review Screen will appear at the end of this case study. From the Review Screen, you can review and change your answers before you move to the next exam section. After you leave this case study, you will NOT be able to return to it.

To start the case study -
To display the first question in this case study, select the "Next" button. To the left of the question, a menu provides links to information such as business requirements, the existing environment, and problem statements. Please read through all this information before answering any questions. When you are ready to answer a question, select the "Question" button to return to the question.

Background -
Fabrikam, Inc., is a global consumer goods company that is undergoing a digital transformation initiative to migrate its entire infrastructure to the Microsoft cloud. As a key element of this cloud migration, the company will implement Microsoft Dynamics 365 Sales, moving away from the current on-premises proprietary technologies used by its business-to-business (B2B) sales team.
As part of the cloud migration, Fabrikam will adopt an AI-first approach to its business solutions and implement AI solutions, wherever possible, to streamline operations.

Problem Statements -
Fabrikam's infrastructure currently relies on various on-premises systems that require sales executives to use corporate computers with physical keyboards to access business information during customer interactions. Mobile phones cannot be used for these purposes, as the systems depend on keyboard input. As a result, the sales executives spend a lot of time using keyboards to search for data on several disparate systems and file servers, rather than focusing on the customers. This affects the customer experience.
Fabrikam stakeholders are concerned that users will be hesitant to adopt AI. If the AI initiatives are NOT adopted, cost savings will never be realized. Additionally, funding for future AI initiatives will depend on demonstrating an increase in AI adoption month over month. As the AI agent initiative for the sales team will be the first for Fabrikam, the rapid adoption of the agent is a high priority.

Planned Initiatives -

General -
Fabrikam management has prioritized AI-driven projects to improve efficiency, customer engagement, and responsible AI adoption. The current application infrastructure is on-premises and must be migrated to the cloud to support the adoption of these technologies.

Infrastructure Migration -
Fabrikam plans to migrate from its current on-premises infrastructure to a completely cloud-based topology; this will include user authentication, the security framework, and, primarily, the adoption of the services by end users.
All the data from the different systems will be consolidated into a single data source - a common data model that will use a Microsoft Dataverse environment as a single source of truth (SSOT) for the sales team.

Sales Cycle Enablement -
To achieve the company's objectives, Fabrikam intends to implement the following strategies to enhance the sales cycle:
Use low-code development to create a single AI agent that has Dataverse as its core component.
Ensure that sales managers can access unanswered correspondence from prospects and intervene as appropriate.
Replace the previous proprietary software with Dynamics 365 Sales to track sales cycles and customer interactions.
Have the sales executives use Dynamics 365 Sales to track interactions for open opportunities and send follow-up communications to prospects.
Have the sales executives use handsfree headsets to interact with an AI agent when they have questions about internal policies or customer data.

Requirements -

Infrastructure Migration -
Fabrikam has identified the following infrastructure migration requirements:
Azure must be used for all future infrastructure workloads.
The company must follow Microsoft-recommended methodologies for infrastructure migration to the cloud.
Any created AI agents must have their return on investment (ROI) calculated to ensure that the solution will save the company money.

Sales Cycle Enablement -
Fabrikam has identified the following requirements for sales cycle enablement:
The final AI agent must follow Microsoft recommendations for a conversational user experience.
A designated checklist must be reviewed to ensure that the AI agent follows Microsoft deployment recommendations for a compliant solution.
Detailed telemetry must be logged for the first created AI agent to help troubleshoot and optimize the agent during the initial AI agent adoption process.
Unexpected AI agent actions must end in an escalation to a live representative. For example, a sales executive must be rerouted to a representative if the agent cannot answer a question after two failed attempts.
The return on investment (ROI) of switching from the current process to the future process is required for stakeholder sign off.
The sales team must use Dynamics 365 Sales to correspond with prospects more quickly and efficiently than currently.
Sales managers must report on the adoption of the AI agent to key Fabrikam stakeholders on a monthly basis.
Any sensitive information, such as user IDs and names, shared via the AI agent must be tracked for future auditing.
Which existing tool and data should you use to gather the required metrics for stakeholder signoff for the AI agents? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Case study -
This is a case study. Case studies are not timed separately from other exam sections. You can use as much exam time as you would like to complete each case study. However, there might be additional case studies or other exam sections. Manage your time to ensure that you can complete all the exam sections in the time provided. Pay attention to the Exam Progress at the top of the screen so you have sufficient time to complete any exam sections that follow this case study.
To answer the case study questions, you will need to reference information that is provided in the case. Case studies and associated questions might contain exhibits or other resources that provide more information about the scenario described in the case. Information provided in an individual question does not apply to the other questions in the case study.
A Review Screen will appear at the end of this case study. From the Review Screen, you can review and change your answers before you move to the next exam section. After you leave this case study, you will NOT be able to return to it.

To start the case study -
To display the first question in this case study, select the "Next" button. To the left of the question, a menu provides links to information such as business requirements, the existing environment, and problem statements. Please read through all this information before answering any questions. When you are ready to answer a question, select the "Question" button to return to the question.

Background -
Fabrikam, Inc., is a global consumer goods company that is undergoing a digital transformation initiative to migrate its entire infrastructure to the Microsoft cloud. As a key element of this cloud migration, the company will implement Microsoft Dynamics 365 Sales, moving away from the current on-premises proprietary technologies used by its business-to-business (B2B) sales team.
As part of the cloud migration, Fabrikam will adopt an AI-first approach to its business solutions and implement AI solutions, wherever possible, to streamline operations.

Problem Statements -
Fabrikam's infrastructure currently relies on various on-premises systems that require sales executives to use corporate computers with physical keyboards to access business information during customer interactions. Mobile phones cannot be used for these purposes, as the systems depend on keyboard input. As a result, the sales executives spend a lot of time using keyboards to search for data on several disparate systems and file servers, rather than focusing on the customers. This affects the customer experience.
Fabrikam stakeholders are concerned that users will be hesitant to adopt AI. If the AI initiatives are NOT adopted, cost savings will never be realized. Additionally, funding for future AI initiatives will depend on demonstrating an increase in AI adoption month over month. As the AI agent initiative for the sales team will be the first for Fabrikam, the rapid adoption of the agent is a high priority.

Planned Initiatives -

General -
Fabrikam management has prioritized AI-driven projects to improve efficiency, customer engagement, and responsible AI adoption. The current application infrastructure is on-premises and must be migrated to the cloud to support the adoption of these technologies.

Infrastructure Migration -
Fabrikam plans to migrate from its current on-premises infrastructure to a completely cloud-based topology; this will include user authentication, the security framework, and, primarily, the adoption of the services by end users.
All the data from the different systems will be consolidated into a single data source - a common data model that will use a Microsoft Dataverse environment as a single source of truth (SSOT) for the sales team.

Sales Cycle Enablement -
To achieve the company's objectives, Fabrikam intends to implement the following strategies to enhance the sales cycle:
Use low-code development to create a single AI agent that has Dataverse as its core component.
Ensure that sales managers can access unanswered correspondence from prospects and intervene as appropriate.
Replace the previous proprietary software with Dynamics 365 Sales to track sales cycles and customer interactions.
Have the sales executives use Dynamics 365 Sales to track interactions for open opportunities and send follow-up communications to prospects.
Have the sales executives use handsfree headsets to interact with an AI agent when they have questions about internal policies or customer data.

Requirements -

Infrastructure Migration -
Fabrikam has identified the following infrastructure migration requirements:
Azure must be used for all future infrastructure workloads.
The company must follow Microsoft-recommended methodologies for infrastructure migration to the cloud.
Any created AI agents must have their return on investment (ROI) calculated to ensure that the solution will save the company money.

Sales Cycle Enablement -
Fabrikam has identified the following requirements for sales cycle enablement:
The final AI agent must follow Microsoft recommendations for a conversational user experience.
A designated checklist must be reviewed to ensure that the AI agent follows Microsoft deployment recommendations for a compliant solution.
Detailed telemetry must be logged for the first created AI agent to help troubleshoot and optimize the agent during the initial AI agent adoption process.
Unexpected AI agent actions must end in an escalation to a live representative. For example, a sales executive must be rerouted to a representative if the agent cannot answer a question after two failed attempts.
The return on investment (ROI) of switching from the current process to the future process is required for stakeholder sign off.
The sales team must use Dynamics 365 Sales to correspond with prospects more quickly and efficiently than currently.
Sales managers must report on the adoption of the AI agent to key Fabrikam stakeholders on a monthly basis.
Any sensitive information, such as user IDs and names, shared via the AI agent must be tracked for future auditing.
Which tool should you recommend to help secure funding for future AI agent development?

You are designing a Microsoft Copilot Studio agent that uses a custom Microsoft Foundry model to generate responses.
You need to ensure that the agent can securely connect to and invoke the custom model during user interactions.
What should you include in the design?

You are designing an AI business solution that contains the following components:
A Microsoft Power Automate workflow
A Microsoft Copilot Studio agent

A Microsoft Dataverse database -

A Microsoft Power Apps app -
As part of the application lifecycle management (ALM) process, you plan to package the components, so that they can be deployed to other environments as a group.
You need to recommend a solution that supports versioning, dependencies, and deployments.
What should you include in the recommendation?

A company has Microsoft 365 Copilot agents.
You need to design a security solution for the agents. The solution must meet the following requirements:
Identify and mitigate potential risks that relate to AI use.
Protect AI apps and the sensitive data processed or generated by the agents.
Support responsible AI governance by retaining and logging interactions, detecting policy violations, and investigating incidents.
Which two components should you include in the design? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

You are creating validation criteria for a custom generative AI model that produces business reports based on internal enterprise data.
You need to assess whether the model's outputs are appropriate and meaningful for the business reports.
Which metric should you use?

A company has Microsoft Foundry agents that generate responses by using Azure OpenAI resources. The agents are deployed to both the United States and Europe.
A company mandate states that the agents and their grounding data must adhere to data residency and movement regulations.
You need to recommend a governance solution for the agents.
What should you include in the recommendation?

A company has a Microsoft Copilot Studio agent that uses custom connectors to interact with enterprise APIs.
You need to recommend an application lifecycle management (ALM) process to ensure that the connectors are deployed consistently across development, test, and production environments and meet governance and traceability requirements.
What should you recommend?

HOTSPOT -
A company plans to implement an AI solution that will contain a Microsoft Copilot Studio agent and a Microsoft Foundry agent. The solution will be stored in a source code repository.
You need to recommend a deployment method for each agent. The solution must meet the following requirements:
A test environment must be used before a deployment to production.
Production must be isolated from development and testing.
The deployment must be repeatable and fully automated.
The solution must NOT require manual intervention.
Which deployment method should you recommend for each agent? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

HOTSPOT -
A company has a Microsoft Copilot Studio prompt-and-response agent.
You need to ensure that the agent meets the following requirements:
Provides effective and relevant responses
Provides conversational outcomes
Which metric should you use for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

A company extends Copilot in Microsoft Dynamics 365 Customer Service.
You need to recommend an automated application lifecycle management (ALM) process so that the Copilot components can be safely developed, tested, and promoted to production.
Which two actions should you include in the ALM process? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

HOTSPOT -
You are designing a testing solution for a Microsoft Copilot Studio agent that integrates with Microsoft Dynamics 365 Customer Service and Dynamics 365 Sales.
You need to design end-to-end scenarios to test the agent's ability to perform the following actions:
Coordinate tasks and data interactions across both Dynamics 365 apps.
Interpret user input and provide contextually relevant outputs.
Which test scenario and metric should you include in the design? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

A company has multiple AI models that support generation of sales transactions.
Each release of the models must be reviewed by a security and compliance team before being deployed to the production environment. The security and compliance team must have access to prior versions to properly determine potential exposures introduced.
You need to recommend a solution to evaluate the impact of each deployment to production. The solution must enhance business continuity.
What should you recommend?