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learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/9-knowledge-check.yml

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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 does not capture the broader benefits of orchestrating AI features across modules."
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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. 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."
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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 are not the primary benefit of orchestrating Copilot AI features."
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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 is not related to the primary benefit of orchestrating AI features."
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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 does not require orchestrated AI features."
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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 is not a scenario that benefits most from orchestrated AI features."
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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 does not require orchestrated AI features."
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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 is not designed to answer questions on any corporate topic but is focused on a defined mission."
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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 is characterized by a defined mission, essential tools, operational guardrails, and outcome telemetry, ensuring business value, safety, and measurable impact."
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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 is not a requirement for a production-ready agent."
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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 is not a characteristic of a production-ready agent."
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- content: "When extending Copilot experiences in Dynamics 365 Finance and Supply Chain, which best practice should solution architects follow?"
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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 is not a recommended best practice."
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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 is not a best practice and could lead to compliance issues."
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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."

learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/includes/4-propose-microsoft-365-agents-business-scenarios.md

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## Overview
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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:
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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:
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**A defined mission and scope** (goal, boundaries, and success criteria)
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OneDrive, email, Automate, sensitivity labels,
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meetings, wikis) Connectors) audit, approvals)
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Meetings, wikis) Connectors) audit, approvals)
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## Readiness checklist (for solution architects)
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Use this pre-flight list before proposing or green-lighting an agent:
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Use this preflight list before proposing or green-lighting an agent:
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* **Business value**: Clear owner, target users, measurable outcome, and definition of done.
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## Agent design framework (five steps)
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The following 5 steps should be followed when designing the agents:
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The following five steps should be followed when designing the agents:
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* **Frame the job to be done**<br>Describe the recurring outcome the business needs, not the tool steps.
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## Agent Management Essentials
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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.
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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.
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* [Prerequisites](/copilot/microsoft-365/agent-essentials/agent-prerequisites) - Understand licensing requirements, admin permissions, and access controls.
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## Catalog of Proposed Microsoft 365 Agents (Ready to Pilot)
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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 the box pilots should be assessed to determine if they will adequately meet the requirements.
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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.
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## 1. Executive Briefing Pack Generator
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Automatically assemble an executiveready briefing pack using the latest organizational updates, program metrics, and strategic highlights.
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Automatically assemble an executive ready briefing pack using the latest organizational updates, program metrics, and strategic highlights.
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### Entry Point
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## 3. Content Localization Workpack Builder
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Prepare regionspecific content localization packages, including terminology locks, cultural notes, and source files.
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Prepare region specific content localization packages, including terminology locks, cultural notes, and source files.
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Entry Point:
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### Guardrails
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- Strict nonwriteback unless user confirms
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- Audit trail required for all redactions
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- Cannot override applied sensitivity labels
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- Audit trails required for all redactions
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- Can't override applied sensitivity labels
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### KPIs
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* Outputs tracked via change tracking
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* Cannot remove or rewrite mandatory compliance text
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* Can't remove or rewrite mandatory compliance text
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* Flags instead of autocorrects major issues
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* Flags major issues instead of autocorrecting them.
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### KPIs
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## 6. Adoption Scenario and Lab Designer
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Generate rolebased exercises, handson labs, and scenario walkthroughs for business units adopting Microsoft 365 Copilot.
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Generate role-based exercises, handson labs, and scenario walkthroughs for business units adopting Microsoft 365 Copilot.
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### Entry Point<br>
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* Controversial topics require human review
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* Cannot generate conclusions without supporting data
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* Can't generate conclusions without supporting data
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* KPIs
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## 8. TelemetrytoInsights Report Generator
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Transform Copilot adoption telemetry into monthly, slideready insights and visual summaries for business reviews.
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Transform Copilot adoption telemetry into monthly, slide ready insights and visual summaries for business reviews.
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### Entry Point
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* Must use anonymized datasets only
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* No userlevel behavioral insights
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* No user level behavioral insights
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* Visuals require human approval before distribution
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* KPIs
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* Time saved producing monthly insights deck
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* Decisionmaking latency reduced
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* Decision making latency reduced
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* Number of insights adopted by stakeholders
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A RACI matrix is a project tool for assigning responsibilities for tasks, milestones, and project decisions to roles on the project.
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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.
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The RACI chart should be included in any proposal for implementing a Microsoft 365 agent.
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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.
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* **Responsible (R):** Those who perform the work to complete the task.
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* **Responsible (R):** The individuals who perform the work to complete the task.
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* **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.
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* **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.
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* **Consulted (C):** Subject matter experts or stakeholders whose opinions are sought, with two-way communication
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* **Informed (I):** Those who are kept up-to-date on progress, typically after the task is completed, with one-way communication.
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* **Informed (I):** The stakeholders who are kept up-to-date on progress, typically after the task is completed, through one-way communication.
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| **Capability** | **Architect** | **Product owner** | **Security/compliance** | **Support/ops** |
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| **Usecase triage** | R | A | C | C |
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| **Use case triage** | R | A | C | C |
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| **Dimension** | **Metric** | **Target (pilot)** |
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| **Adoption** | Weekly active users of proposed agent(s) | ≥ 30% of target cohort |
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| **Adoption** | Weekly active users of proposed agents | ≥ 30% of target cohort |
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| **Quality** | Human acceptance rate of first output | ≥ 70% |
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| **Speed** | Median time saved per task | ≥ 25% |
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| **Safety** | Policy violations per 1,000 runs | ≤ 1 |
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* "If the agent did nothing else, what **single win** would justify its existence?"
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* "Which **data you already trust** would most improve the agent's firstrun quality?"
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* "Which **data you already trust** would most improve the agent's first run quality?"
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## References
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**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)
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**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)
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**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/)
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**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/)
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**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/)
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**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/)
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[Microsoft 365 Copilot Agent Management Essentials | Microsoft Learn](/copilot/microsoft-365/agent-essentials/agent-essentials-overview)
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