Designing and Building Integrated AI Agent Solutions in Copilot Studio v1.0

DRAG DROP -

Case Study -
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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 Canada-based manufacturer with a growing service organization that supports field technicians and internal operations teams. Fabrikam Inc. plans to launch a new internal agent solution named Operations Concierge to reduce time spent searching policy content, retrieving operational metrics, and executing routine transactions.
The agent will be used by three groups:
Service coordinators who triage incoming service requests
Field technicians who need guided procedures and parts availability
Operations managers who monitor KPIs and exceptions
The agent solution must work in real-world operational conditions. Users often ask questions mid-call with a customer or while coordinating parts shipments. The agents require quick, reliable outcomes. As a result, Fabrikam Inc. requires the solution to:
Provide grounded answers with traceability when it provides guidance.
Retrieve real-time metrics when users ask for operational status.
Execute authenticated updates when users initiate a flow (such as creating a parts request).
Fabrikam Inc. also expects the solution to be maintained by multiple makers and developers across the year. The company has experienced duplicated logic and inconsistent behavior across different agents. This project emphasizes reuse, governance, and maintainability across teams.

Current environment -
Fabrikam Inc. runs three Microsoft Power Platform environments for agent development and release: Dev, Test, and Prod.
The team plans to build the agent and validate it in Dev and Test, then promote to Prod by using a controlled release process that supports repeatable deployments.
Fabrikam Inc. already has two assets the team wants to reuse:
A partially completed Copilot Studio agent named Service Desk Agent, used by IT to create internal tickets and route requests
A Microsoft Foundry agent created by a central AI team that performs specialized summarization and classification for long-form text (for example, summarizing call transcripts into an incident narrative)
Fabrikam Inc. also has operational and knowledge data sources:
A curated policy library (internal SOPs, service warranty rules, escalation criteria, and standard operating procedures)
A set of indexed documents and procedures in an Azure AI Search service that supports vector search for the policy library
A Microsoft Fabric workspace that includes a semantic model used by operations leadership for reporting

Business requirements -
Fabrikam Inc. requires Operations Concierge to meet the following business requirements:
Traceability requirement: When the agent provides policy guidance or procedural recommendations, users must be able to see where the answer came from.
Metrics requirement: When users ask about service performance (backlog, SLA risk, parts shortages, dispatch delays), the solution must return up-to-date metrics in a structured format that operations managers can use in weekly reviews.
Transaction requirement: The solution must support authenticated updates initiated during conversations, including creating a parts request and updating a service case status.
In addition, Fabrikam Inc. wants to avoid duplicating common assets across agents:
The team must reuse the same set of escalation topics, MCP tool definitions, and a standard safety disclaimer across three different agents.
Only the platform engineering group as allowed to edit shared assets. However, all agent authors must be able to use them.

Technical requirements -
The Fabrikam Inc. solution architecture uses a multi-agent approach so that specialist responsibilities are isolated and can evolve independently.
The Operations Concierge (primary agent) must coordinate the following specialist capabilities:
Policy and procedure Q&A: Use an enterprise knowledge source that supports indexed retrieval across the curated policy library and service procedures.
Operational metrics: Delegate metric queries to a Fabric Data Agent that reads governed business data through the Fabric semantic model.
Authenticated updates: Use tools exposed by an existing internal Model Context Protocol (MCP) server that provides transactional operations for the service organization.
Specialized processing: Delegate summarization and classification requests to an existing Microsoft Foundry agent.
Fabrikam Inc. will onboard two MCP servers as tools:
PartsOps MCP server: exposes tools for parts availability checks and parts request creation. The server requires per-user authentication because actions must be traceable to the requesting user.
WarrantyRules MCP server: exposes a read-only tool for validating warranty coverage. The server uses an API key shared by the agent team.
Fabrikam Inc. has also defined a collaboration requirement with the existing Service Desk Agent:
The primary agent must delegate IT-specific requests to the existing Service Desk Agent rather than reimplement ticket creation logic.
Finally, Fabrikarn Inc. plans to support a partner integration:
For shipment tracking inquiries, Fabrikam Inc. will delegate to a partner-provided agent that is only available through a standardized agent-to-agent endpoint.

Issues and constraints -
During early testing, Fabrikam Inc. found three recurring problems:
Makers are copying and modifying the same components across agents, resulting in inconsistent disclaimers and duplicated tools.
Users can obtain a correct answer, but the response is not consistently traceable to a source when the agent uses knowledge.
The primary agent can route some requests, but specialist capabilities are not consistently delegated (for example, some metric questions are answered generatively instead of being routed to the Fabric Data Agent).
You are part of the engineering team responsible for correcting the design and configuration to meet the preceding requirements and constraints.
You need to connect Operations Concierge to Fabrikam Inc.'s Azure AI Search knowledge index while complying with security requirements.
Which configuration should you use for each requirement? To answer, move the appropriate configurations to the correct requirements. You may use each configuration once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.

DRAG DROP -
A company is building a Copilot Studio solution that must answer policy questions, retrieve operational metrics from structured data, and execute authenticated updates in backend systems. The company decides to use multiple specialized agents rather than a single monolithic agent. Custom agents for each action already exist.
To meet the business needs, the solution must meet the following requirements:
The solution must retrieve up to date metrics from structured data.
The solution must answer policy questions using curated knowledge.
The solution must execute authenticated updates during conversations.
You need to select the appropriate agent design for each requirement.
Which approach should you use for each requirement? To answer, move the appropriate configurations to the correct requirements. You may use each configuration once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.

DRAG DROP -
A company has an approved custom connector that uses a REST API for an internal system.
An agent in Copilot Studio must call this connector during conversations to retrieve or update data.
To meet the business needs, the solution must meet the following requirements:
Make the connector actions available for the agent to invoke.
Ensure authentication is handled at the service level, not per user.
Pass conversation context into the connector when it is called.
Surface the returned data of the connector to the user in the conversation.
You need to configure the agent and the connector action to meet the requirements.
What should you configure for each requirement? To answer, move the appropriate configurations to the correct requirements. You may use each configuration once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.

DRAG DROP -
A company has an Azure AI Search vector index that contains enterprise content and wants to use it as a knowledge source for an agent in Copilot Studio.
To meet business needs, the knowledge source must meet the following requirements:
The agent must connect to the Azure AI Search service.
The agent must use a supported authentication method for the connection.
The agent must ensure answers are grounded using the specified Azure AI Search index.
You need to connect to Azure AI Search as a knowledge source for the agent.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

DRAG DROP -
A company uses a primary agent in Copilot Studio to handle user intake.
For some requests, the company wants the primary agent to delegate work to another Copilot Studio agent that already exists.
To meet the business needs, the solution must allow agents to perform the following on the connected agent:
Must allow calls from other agents.
Must allow agents to use the connected agent for collaboration.
Must allow agents to invoke the connected agent in conversations.
You need to integrate the existing Copilot Studio agent with the connected agent.
Which setting should you configure for each requirement? To answer, move the appropriate configurations to the correct requirements. You may use each configuration once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.

A company uses multiple Copilot Studio agents that perform specialized tasks.
The company needs to enable one agent to directly delegate and invoke another agent within Copilot Studio by using a standard Copilot Studio interface.
You need to configure collaboration among agents by using Copilot Studio.
What should you do?

A company uses an agent in Copilot Studio that produces structured responses using a reusable instruction template. The responses follow the required tone and format. During a compliance review, the team discovers that the responses were generated using a model that is not on the approved list.
The company requires that the reusable instruction template continues to be used and the model used for prompt-driven responses meets governance requirements.
The solution must ensure that prompt-driven responses are generated using an approved model.
You need to configure the solution that meets the requirements.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

A team has an agent in Copilot Studio that handles user intake. For some requests, the team wants the agent to delegate work to a Microsoft Foundry agent that performs specialized processing. The Foundry agent already exists.
To meet the business needs, the solution must meet the following requirements:
The primary agent must be able to call the Foundry agent.
The external agent connection must reference the correct Foundry project and agent.
You need to integrate the primary agent with the Foundry agent.
Which two actions should you take? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

A company must enable an agent in Copilot Studio to execute operations exposed by an external MCP server.
The MCP server publishes callable tools and requires authentication.
The agent must be able to invoke MCP tools during conversations.
You need to configure MCP tools so the agent can execute MCP tool calls.
What should you do?

DRAG DROP -
A company needs an agent to answer questions using live enterprise records and to execute a limited set of operations in the same system.
To meet the business needs, the agent must meet the following requirements:
The agent must update a record using authenticated access.
The agent must answer questions using live data at runtime.
The agent must avoid indexing enterprise data into a search index.
You need to select the correct Power Platform connector approach for each requirement.
Which option should you use for each requirement? To answer, move the appropriate solutions to the correct requirements. You may use each solution once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.

A company uses an agent in Copilot Studio to coordinate user interactions.
The company wants the agent to delegate requests to a Microsoft Fabric Data Agent that accesses governed business data.
The agent must retrieve structured analytical data while enforcing data security and scope controls.
You need to select the integration approach that meets the requirements.
What should you use?

DRAG DROP -
A company is building an agent in Copilot Studio that must answer questions using enterprise systems and must also perform authenticated operations.
To meet the business needs, the agent must meet the following requirements.
The agent must provide searchable answers from indexed enterprise content.
The agent must retrieve up-to-date facts at runtime without indexing data.
The agent must perform an authenticated update operation during the conversation.
You need to select the correct integration approach for each requirement.
Which option should you use for each requirement? To answer, move the appropriate solutions to the correct requirements. You may use each solution once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.

DRAG DROP -
A company is extending agents in Copilot Studio with both external capabilities and enterprise content access. Some user requests require grounded answers, while other requests require executing actions.
To meet the business needs, the agent must meet the following requirements:
Ground answers using results from enterprise data.
Invoke callable functions exposed through a standardized tool interface.
Write an update to a system by using an authenticated action during the conversation.
You need to integrate the correct approach to meet the requirements.
What should you integrate for each requirement? To answer, move the appropriate integrations to the correct requirements. You may use each integration once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.

DRAG DROP -
A company plans to use Copilot connectors to ground answers from a third-party system for an agent in Copilot Studio.
To meet the business needs, responsibilities for configuring and using Copilot connectors must be separated, based on the following requirements:
For tenant administration, the connector must be available at the tenant level.
For agent runtime behavior, answers must be grounded from authorized sources.
For builder configuration, you must add the connector to the agent.
You need to determine how Copilot connector set-up responsibilities are handled across tenant, runtime, and builder stages.
What should you configure for each requirement? To answer, move the appropriate configuration to the correct requirements. You may use each configuration once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.