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Merge pull request #53478 from msdavidram/release/module07-orchestrate-configuration-prebuilt-agents-apps
Upload module 7
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### YamlMime:ModuleUnit
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uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.introduction
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title: "Introduction"
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metadata:
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title: "Introduction"
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description: "Learn how to orchestrate and configure AI-driven experiences with Microsoft's prebuilt agents and Copilot for business productivity and compliance."
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ms.date: 02/13/2026
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author: msdavidram
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ms.author: taeldin
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ms.topic: unit
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durationInMinutes: 3
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content: |
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[!include[](includes/1-introduction.md)]
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### YamlMime:ModuleUnit
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uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.summary
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title: "Summary"
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metadata:
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title: "Summary"
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description: "Explore key insights on orchestrating AI-driven experiences across Microsoft business apps, enhancing workflows, and boosting productivity."
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ms.date: 02/13/2026
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author: msdavidram
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ms.author: taeldin
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ms.topic: unit
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durationInMinutes: 3
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content: |
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[!include[](includes/10-summary.md)]
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### YamlMime:ModuleUnit
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uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.orchestrate-ai-features-dynamics-365-apps-finance-supply-chain
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title: "Orchestrate AI features in Dynamics 365 Finance and Supply Chain"
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metadata:
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title: "Orchestrate AI features in Dynamics 365 Finance and Supply Chain"
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description: "Learn how to orchestrate AI features like Copilot in Dynamics 365 Finance and Supply Chain apps to automate workflows and improve productivity."
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ms.date: 02/13/2026
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author: msdavidram
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ms.author: taeldin
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ms.topic: unit
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durationInMinutes: 6
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content: |
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[!include[](includes/2-orchestrate-ai-features-dynamics-365-apps-finance-supply-chain.md)]
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### YamlMime:ModuleUnit
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uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.design-ai-solutions-dynamics-365-apps-customer-experience-service
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title: "Design AI solutions for Dynamics 365 Customer Service"
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metadata:
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title: "Design AI solutions for Dynamics 365 Customer Service"
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description: "Learn to design AI solutions in Dynamics 365 Customer Service. Integrate Copilot, automate workflows, and enhance customer experiences."
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ms.date: 02/13/2026
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author: msdavidram
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ms.author: taeldin
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ms.topic: unit
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durationInMinutes: 7
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content: |
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[!include[](includes/3-design-ai-solutions-dynamics-365-apps-customer-experience-service.md)]
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### YamlMime:ModuleUnit
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uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.propose-microsoft-365-agents-business-scenarios
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title: "Propose Microsoft 365 agents for business scenarios"
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metadata:
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title: "Propose Microsoft 365 Agents for Business Scenarios"
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description: "Learn how to propose Microsoft 365 agents tailored to business scenarios, ensuring alignment, compliance, and measurable outcomes."
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ms.date: 02/13/2026
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author: msdavidram
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ms.author: taeldin
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ms.topic: unit
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durationInMinutes: 13
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content: |
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[!include[](includes/4-propose-microsoft-365-agents-business-scenarios.md)]
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### YamlMime:ModuleUnit
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uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.orchestrate-configuration-microsoft-365-copilot-sales-service
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title: "Orchestrate and configure Microsoft 365 Copilot for sales and service"
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metadata:
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title: "Orchestrate and Configure Microsoft 365 Copilot"
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description: "Learn to orchestrate and configure Microsoft 365 Copilot for Sales and Service. Explore architecture, workflows, and governance for optimal outcomes."
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ms.date: 02/13/2026
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author: msdavidram
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ms.author: taeldin
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ms.topic: unit
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durationInMinutes: 6
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content: |
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[!include[](includes/5-orchestrate-configuration-microsoft-365-copilot-sales-service.md)]
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### YamlMime:ModuleUnit
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uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.propose-microsoft-power-platform-ai-features-ai-hub
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title: "Propose Microsoft Power Platform AI features"
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metadata:
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title: "Propose Microsoft Power Platform AI Features"
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description: "Learn to propose Microsoft Power Platform AI features like AI Hub, Copilot, and AI Builder for scalable, enterprise-grade AI solutions."
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ms.date: 02/13/2026
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author: msdavidram
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ms.author: taeldin
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ms.topic: unit
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durationInMinutes: 6
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content: |
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[!include[](includes/6-propose-microsoft-power-platform-ai-features-ai-hub.md)]
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### YamlMime:ModuleUnit
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uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.design-interoperability-finance-operations-agent-chats-sources
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title: "Design interoperable agent experiences for Finance and Operations"
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metadata:
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title: "Design Interoperable Agent Experiences for Finance and Operations"
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description: "Learn to design interoperable agent experiences in Dynamics 365 Finance and Operations using plugins, external knowledge sources, and secure patterns."
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ms.date: 02/13/2026
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author: msdavidram
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ms.author: taeldin
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ms.topic: unit
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durationInMinutes: 5
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content: |
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[!include[](includes/7-design-interoperability-finance-operations-agent-chats-sources.md)]
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### YamlMime:ModuleUnit
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uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.process-knowledge-sources-dynamics-365-finance-supply-chain-management
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title: "Recommend process knowledge sources for in-app help in Dynamics 365"
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metadata:
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title: "Recommend Process Knowledge Sources for In-App Help in Dynamics 365"
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description: "Learn how to recommend and manage process knowledge sources for in-app help in Dynamics 365 Finance and Supply Chain apps. Improve user productivity."
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ms.date: 02/13/2026
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author: msdavidram
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ms.author: taeldin
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ms.topic: unit
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durationInMinutes: 5
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content: |
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[!include[](includes/8-process-knowledge-sources-dynamics-365-finance-supply-chain-management.md)]
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### YamlMime:ModuleUnit
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uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.knowledge-check
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title: "Module assessment"
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metadata:
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title: "Knowledge check"
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description: "Knowledge check"
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ms.date: 02/13/2026
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author: msdavidram
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ms.author: taeldin
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ms.topic: unit
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module_assessment: false
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durationInMinutes: 3
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content: "Choose the best response for each of the following questions."
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quiz:
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questions:
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- content: "Which of the following best describes the primary benefit of orchestrating Copilot AI features across Dynamics 365 Finance and Supply Chain modules?"
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choices:
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- content: "Automating only single-step data entry tasks"
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isCorrect: false
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explanation: "Incorrect. This option doesn't capture the broader benefits of orchestrating AI features across modules."
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- content: "Enabling cohesive, compliant, and scalable AI-enabled business processes"
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isCorrect: true
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explanation: "Correct. This module explains how Copilot AI features can be orchestrated to support AI-enabled business processes. These processes are designed to be cohesive, compliant, and scalable across finance and supply chain scenarios."
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- content: "Creating static dashboards for reporting"
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isCorrect: false
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explanation: "Incorrect. Static dashboards aren't the primary benefit of orchestrating Copilot AI features."
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- content: "Allowing users to edit personal preferences"
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isCorrect: false
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explanation: "Incorrect. Editing personal preferences isn't related to the primary benefit of orchestrating AI features."
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- content: "In Dynamics 365 Customer Service, which scenario benefits most from orchestrated AI features?"
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choices:
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- content: "Exporting customer lists for marketing"
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isCorrect: false
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explanation: "Incorrect. Exporting customer lists is a simpler task that doesn't require orchestrated AI features."
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- content: "Handling multi-step case resolutions involving knowledge lookup and escalation"
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isCorrect: true
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explanation: "Correct. The module highlights that orchestrated AI features are most beneficial in complex, multi-step customer service workflows—such as resolving cases that require knowledge lookup and escalation—because AI can automate, recommend, and summarize actions across steps and systems."
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- content: "Updating product catalog descriptions"
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isCorrect: false
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explanation: "Incorrect. Updating product catalog descriptions isn't a scenario that benefits most from orchestrated AI features."
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- content: "Downloading user manuals"
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isCorrect: false
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explanation: "Incorrect. Downloading user manuals is a simple task that doesn't require orchestrated AI features."
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- content: "Which statement best reflects a production-ready Microsoft 365 agent?"
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choices:
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- content: "It can answer questions on any corporate topic"
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isCorrect: false
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explanation: "Incorrect. A production-ready agent isn't designed to answer questions on any corporate topic but is focused on a defined mission."
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- content: "It has a defined mission, the minimum tools to act, guardrails for reviewability, and telemetry for outcomes"
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isCorrect: true
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explanation: "Correct. According to the module, a production-ready agent has a clearly defined mission, the right tools, and operational guardrails. These elements help ensure business value, safety, and measurable impact."
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- content: "It uses the largest possible model to maximize quality"
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isCorrect: false
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explanation: "Incorrect. Using the largest possible model isn't a requirement for a production-ready agent."
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- content: "It prompts for every action to ensure control"
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isCorrect: false
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explanation: "Incorrect. Prompting for every action isn't a characteristic of a production-ready agent."
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- content: "When solution architects extend Copilot experiences in Dynamics 365 Finance and Supply Chain, which best practice should they follow?"
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choices:
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- content: "Hard-code all extensions to specific workflows"
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isCorrect: false
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explanation: "Incorrect. Hard-coding extensions to specific workflows isn't a recommended best practice."
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- content: "Keep extensions modular and compliant with solution boundaries"
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isCorrect: true
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explanation: "Correct. The module instructs architects to keep Copilot extensions modular and compliant with solution boundaries, ensuring responsible AI usage and consistency with business processes."
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- content: "Allow Copilot to access all data without restrictions"
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isCorrect: false
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explanation: "Incorrect. Allowing unrestricted data access isn't a best practice and could lead to compliance issues."
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- content: "Avoid aligning extensions with existing workflows"
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isCorrect: false
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explanation: "Incorrect. Extensions should align with existing workflows to ensure consistency and effectiveness."

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