You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/9-knowledge-check.yml
+14-14Lines changed: 14 additions & 14 deletions
Original file line number
Diff line number
Diff line change
@@ -17,55 +17,55 @@ quiz:
17
17
choices:
18
18
- content: "Automating only single-step data entry tasks"
19
19
isCorrect: false
20
-
explanation: "Incorrect. This option does not capture the broader benefits of orchestrating AI features across modules."
20
+
explanation: "Incorrect. This option doesn't capture the broader benefits of orchestrating AI features across modules."
21
21
- content: "Enabling cohesive, compliant, and scalable AI-enabled business processes"
22
22
isCorrect: true
23
-
explanation: "Correct. The module emphasizes that orchestrating Copilot AI features creates cohesive, compliant, and scalable AI-enabled business processes by automating decision-making, accelerating workflows, and improving user productivity across finance and supply chain scenarios."
23
+
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."
24
24
- content: "Creating static dashboards for reporting"
25
25
isCorrect: false
26
-
explanation: "Incorrect. Static dashboards are not the primary benefit of orchestrating Copilot AI features."
26
+
explanation: "Incorrect. Static dashboards aren't the primary benefit of orchestrating Copilot AI features."
27
27
- content: "Allowing users to edit personal preferences"
28
28
isCorrect: false
29
-
explanation: "Incorrect. Editing personal preferences is not related to the primary benefit of orchestrating AI features."
29
+
explanation: "Incorrect. Editing personal preferences isn't related to the primary benefit of orchestrating AI features."
30
30
- content: "In Dynamics 365 Customer Service, which scenario benefits most from orchestrated AI features?"
31
31
choices:
32
32
- content: "Exporting customer lists for marketing"
33
33
isCorrect: false
34
-
explanation: "Incorrect. Exporting customer lists is a simpler task that does not require orchestrated AI features."
34
+
explanation: "Incorrect. Exporting customer lists is a simpler task that doesn't require orchestrated AI features."
35
35
- content: "Handling multi-step case resolutions involving knowledge lookup and escalation"
36
36
isCorrect: true
37
37
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."
explanation: "Incorrect. Updating product catalog descriptions is not a scenario that benefits most from orchestrated AI features."
40
+
explanation: "Incorrect. Updating product catalog descriptions isn't a scenario that benefits most from orchestrated AI features."
41
41
- content: "Downloading user manuals"
42
42
isCorrect: false
43
-
explanation: "Incorrect. Downloading user manuals is a simple task that does not require orchestrated AI features."
43
+
explanation: "Incorrect. Downloading user manuals is a simple task that doesn't require orchestrated AI features."
44
44
- content: "Which statement best reflects a production-ready Microsoft 365 agent?"
45
45
choices:
46
46
- content: "It can answer questions on any corporate topic"
47
47
isCorrect: false
48
-
explanation: "Incorrect. A production-ready agent is not designed to answer questions on any corporate topic but is focused on a defined mission."
48
+
explanation: "Incorrect. A production-ready agent isn't designed to answer questions on any corporate topic but is focused on a defined mission."
49
49
- content: "It has a defined mission, the minimum tools to act, guardrails for reviewability, and telemetry for outcomes"
50
50
isCorrect: true
51
-
explanation: "Correct. According to the module, a production-ready agent is characterized by a defined mission, essential tools, operational guardrails, and outcome telemetry, ensuring business value, safety, and measurable impact."
51
+
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."
52
52
- content: "It uses the largest possible model to maximize quality"
53
53
isCorrect: false
54
-
explanation: "Incorrect. Using the largest possible model is not a requirement for a production-ready agent."
54
+
explanation: "Incorrect. Using the largest possible model isn't a requirement for a production-ready agent."
55
55
- content: "It prompts for every action to ensure control"
56
56
isCorrect: false
57
-
explanation: "Incorrect. Prompting for every action is not a characteristic of a production-ready agent."
58
-
- content: "When extending Copilot experiences in Dynamics 365 Finance and Supply Chain, which best practice should solution architects follow?"
57
+
explanation: "Incorrect. Prompting for every action isn't a characteristic of a production-ready agent."
58
+
- content: "When solution architects extend Copilot experiences in Dynamics 365 Finance and Supply Chain, which best practice should they follow?"
59
59
choices:
60
60
- content: "Hard-code all extensions to specific workflows"
61
61
isCorrect: false
62
-
explanation: "Incorrect. Hard-coding extensions to specific workflows is not a recommended best practice."
62
+
explanation: "Incorrect. Hard-coding extensions to specific workflows isn't a recommended best practice."
63
63
- content: "Keep extensions modular and compliant with solution boundaries"
64
64
isCorrect: true
65
65
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."
66
66
- content: "Allow Copilot to access all data without restrictions"
67
67
isCorrect: false
68
-
explanation: "Incorrect. Allowing unrestricted data access is not a best practice and could lead to compliance issues."
68
+
explanation: "Incorrect. Allowing unrestricted data access isn't a best practice and could lead to compliance issues."
69
69
- content: "Avoid aligning extensions with existing workflows"
70
70
isCorrect: false
71
71
explanation: "Incorrect. Extensions should align with existing workflows to ensure consistency and effectiveness."
Copy file name to clipboardExpand all lines: learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/includes/4-propose-microsoft-365-agents-business-scenarios.md
+28-27Lines changed: 28 additions & 27 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -1,6 +1,6 @@
1
1
## Overview
2
2
3
-
Microsoft 365 agents are taskoriented AI assistants that operate inside the Microsoft 365 ecosystem to **retrieve**, **reason**, and **act**—coordinating steps across apps and data to achieve an outcome. Unlike adhoc prompts, welldesigned agents have:
3
+
Microsoft 365 agents are task oriented AI assistants that operate inside the Microsoft 365 ecosystem to **retrieve**, **reason**, and **act**—coordinating steps across apps and data to achieve an outcome. Unlike adhoc prompts, well designed agents have:
4
4
5
5
**A defined mission and scope** (goal, boundaries, and success criteria)
6
6
@@ -45,7 +45,7 @@ Microsoft 365 agents are taskoriented AI assistants that operate inside the Micr
45
45
46
46
OneDrive, email, Automate, sensitivity labels,
47
47
48
-
meetings, wikis) Connectors) audit, approvals)
48
+
Meetings, wikis) Connectors) audit, approvals)
49
49
50
50
│
51
51
@@ -67,7 +67,7 @@ Show more lines
67
67
68
68
## Readiness checklist (for solution architects)
69
69
70
-
Use this pre-flight list before proposing or green-lighting an agent:
70
+
Use this preflight list before proposing or green-lighting an agent:
71
71
72
72
***Business value**: Clear owner, target users, measurable outcome, and definition of done.
73
73
@@ -87,7 +87,7 @@ Use this pre-flight list before proposing or green-lighting an agent:
87
87
88
88
## Agent design framework (five steps)
89
89
90
-
The following 5 steps should be followed when designing the agents:
90
+
The following five steps should be followed when designing the agents:
91
91
92
92
***Frame the job to be done**<br>Describe the recurring outcome the business needs, not the tool steps.
93
93
@@ -101,7 +101,7 @@ The following 5 steps should be followed when designing the agents:
101
101
102
102
## Agent Management Essentials
103
103
104
-
When proposing any agents, its critical to cover all the key aspects for agents. This can be found in the Microsoft documentation for Agent Management Essentials.
104
+
When proposing any agents, it's critical to cover all the key aspects for agents. This information can be found in the Microsoft documentation for Agent Management Essentials.
105
105
106
106
*[Prerequisites](/copilot/microsoft-365/agent-essentials/agent-prerequisites) - Understand licensing requirements, admin permissions, and access controls.
107
107
@@ -119,11 +119,11 @@ In addition to the Agent Management Essentials components, any agent must includ
119
119
120
120
## Catalog of Proposed Microsoft 365 Agents (Ready to Pilot)
121
121
122
-
Below are a list of agents that are ready to pilot for organizations that can be used for business scenarios. Before considering any custom agents, any out of thebox pilots should be assessed to determine if they will adequately meet the requirements.
122
+
The following list includes agents that are ready to pilot for organizations and can be used in business scenarios. Before considering any custom agents, out-of-the-box pilots should be assessed to determine whether they'll adequately meet the requirements.
123
123
124
124
## 1. Executive Briefing Pack Generator
125
125
126
-
Automatically assemble an executiveready briefing pack using the latest organizational updates, program metrics, and strategic highlights.
126
+
Automatically assemble an executive ready briefing pack using the latest organizational updates, program metrics, and strategic highlights.
127
127
128
128
### Entry Point
129
129
@@ -181,7 +181,7 @@ Provide consolidated insights from project portfolios, highlighting risks, block
181
181
182
182
## 3. Content Localization Workpack Builder
183
183
184
-
Prepare regionspecific content localization packages, including terminology locks, cultural notes, and source files.
184
+
Prepare region specific content localization packages, including terminology locks, cultural notes, and source files.
185
185
186
186
Entry Point:
187
187
@@ -227,8 +227,8 @@ Automatically detect and mask sensitive information before content is shared wit
227
227
### Guardrails
228
228
229
229
- Strict nonwriteback unless user confirms
230
-
- Audit trail required for all redactions
231
-
-Cannot override applied sensitivity labels
230
+
- Audit trails required for all redactions
231
+
-Can't override applied sensitivity labels
232
232
233
233
### KPIs
234
234
@@ -261,9 +261,9 @@ Review ILT or digital learning modules for objective alignment, inclusive langua
261
261
262
262
* Outputs tracked via change tracking
263
263
264
-
*Cannot remove or rewrite mandatory compliance text
264
+
*Can't remove or rewrite mandatory compliance text
265
265
266
-
* Flags instead of autocorrects major issues
266
+
* Flags major issues instead of autocorrecting them.
267
267
268
268
### KPIs
269
269
@@ -277,7 +277,7 @@ Review ILT or digital learning modules for objective alignment, inclusive langua
277
277
278
278
## 6. Adoption Scenario and Lab Designer
279
279
280
-
Generate rolebased exercises, handson labs, and scenario walkthroughs for business units adopting Microsoft 365 Copilot.
280
+
Generate role-based exercises, handson labs, and scenario walkthroughs for business units adopting Microsoft 365 Copilot.
281
281
282
282
### Entry Point<br>
283
283
@@ -339,7 +339,7 @@ Compile neutral, structured research briefs from internal notes, approved knowle
339
339
340
340
* Controversial topics require human review
341
341
342
-
*Cannot generate conclusions without supporting data
342
+
*Can't generate conclusions without supporting data
343
343
344
344
* KPIs
345
345
@@ -353,7 +353,7 @@ Compile neutral, structured research briefs from internal notes, approved knowle
353
353
354
354
## 8. TelemetrytoInsights Report Generator
355
355
356
-
Transform Copilot adoption telemetry into monthly, slideready insights and visual summaries for business reviews.
356
+
Transform Copilot adoption telemetry into monthly, slide ready insights and visual summaries for business reviews.
357
357
358
358
### Entry Point
359
359
@@ -375,15 +375,15 @@ Transform Copilot adoption telemetry into monthly, slideready insights and visua
375
375
376
376
* Must use anonymized datasets only
377
377
378
-
* No userlevel behavioral insights
378
+
* No user level behavioral insights
379
379
380
380
* Visuals require human approval before distribution
381
381
382
382
* KPIs
383
383
384
384
* Time saved producing monthly insights deck
385
385
386
-
*Decisionmaking latency reduced
386
+
*Decision making latency reduced
387
387
388
388
* Number of insights adopted by stakeholders
389
389
@@ -393,19 +393,20 @@ Transform Copilot adoption telemetry into monthly, slideready insights and visua
393
393
394
394
A RACI matrix is a project tool for assigning responsibilities for tasks, milestones, and project decisions to roles on the project.
395
395
396
-
The below RACI chart should be included in any proposal for implementing a Microsoft 365 agent. Depending on the project, the capacities may include additional or consolidated roles. But the below should operate as a baseline in which other RACI charts can be created.
396
+
The RACI chart should be included in any proposal for implementing a Microsoft 365 agent.
397
+
Depending on the project, the capacities may include other or consolidated roles. However, this RACI chart should serve as a baseline for creating other RACI charts.But the below should operate as a baseline in which other RACI charts can be created.
397
398
398
-
***Responsible (R):**Those who perform the work to complete the task.
399
+
***Responsible (R):**The individuals who perform the work to complete the task.
399
400
400
-
***Accountable (A):** The one ultimately answerable for the correct completion of the task, ensuring it is done. There must be only one accountable stakeholder per task.
401
+
***Accountable (A):** The one ultimately answerable for the correct completion of the task, ensuring it's done. There must be only one accountable stakeholder per task.
401
402
402
403
***Consulted (C):** Subject matter experts or stakeholders whose opinions are sought, with two-way communication
403
404
404
-
***Informed (I):**Those who are kept up-to-date on progress, typically after the task is completed, with one-way communication.
405
+
***Informed (I):**The stakeholders who are kept up-to-date on progress, typically after the task is completed, through one-way communication.
@@ -418,7 +419,7 @@ Copy to Excel and chart "Owner effort by phase" as a stacked bar for a quick vis
418
419
419
420
|**Dimension**|**Metric**|**Target (pilot)**|
420
421
|---|---|---|
421
-
|**Adoption**| Weekly active users of proposed agent(s)| ≥ 30% of target cohort |
422
+
|**Adoption**| Weekly active users of proposed agents| ≥ 30% of target cohort |
422
423
|**Quality**| Human acceptance rate of first output | ≥ 70% |
423
424
|**Speed**| Median time saved per task | ≥ 25% |
424
425
|**Safety**| Policy violations per 1,000 runs | ≤ 1 |
@@ -430,15 +431,15 @@ Copy to Excel and chart "Owner effort by phase" as a stacked bar for a quick vis
430
431
431
432
* "If the agent did nothing else, what **single win** would justify its existence?"
432
433
433
-
* "Which **data you already trust** would most improve the agent's firstrun quality?"
434
+
* "Which **data you already trust** would most improve the agent's first run quality?"
434
435
435
436
## References
436
437
437
-
**Manage Microsoft 365 Copilot scenarios** — adminreadiness and control areas to consider when planning enterprise agents.<br>[https://learn.microsoft.com/microsoft-365-copilot/manage-copilot-scenarios](/copilot/microsoft-365/microsoft-365-copilot-page)
438
+
**Manage Microsoft 365 Copilot scenarios** —admin readiness and control areas to consider when planning enterprise agents.<br>[https://learn.microsoft.com/microsoft-365-copilot/manage-copilot-scenarios](/copilot/microsoft-365/microsoft-365-copilot-page)
438
439
439
-
**Microsoft 365 Copilot hub** —orientation to Copilot options, Copilot Chat, and agents with adoption resources.<br>[https://learn.microsoft.com/microsoft-365-copilot/](/copilot/microsoft-365/)
440
+
**Microsoft 365 Copilot hub** —orientation to Copilot options, Copilot Chat, and agents with adoption resources.<br>[https://learn.microsoft.com/microsoft-365-copilot/](/copilot/microsoft-365/)
440
441
441
-
**Understand the foundations of generative AI for business leaders** — executivelevel grounding on value, model basics, and responsible adoption.<br>[https://learn.microsoft.com/training/modules/understand-foundations-generative-ai-business-leaders/](/training/modules/understand-foundations-generative-ai-business-leaders/)
442
+
**Understand the foundations of generative AI for business leaders** — executive level grounding on value, model basics, and responsible adoption.<br>[https://learn.microsoft.com/training/modules/understand-foundations-generative-ai-business-leaders/](/training/modules/understand-foundations-generative-ai-business-leaders/)
442
443
443
444
[Microsoft 365 Copilot Agent Management Essentials | Microsoft Learn](/copilot/microsoft-365/agent-essentials/agent-essentials-overview)
0 commit comments