Merge pull request #54072 from MicrosoftDocs/NEW-module-7-orchestrate-configuration-prebuilt-agents-apps

New module 7 orchestrate configuration prebuilt agents apps

Author: JamesJBarnett

learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/1-introduction.yml

@@ -0,0 +1,13 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.introduction
+title: "Introduction"
+metadata:
+  title: "Introduction"
+  description: "Learn how to orchestrate and configure AI-driven experiences with Microsoft's prebuilt agents and Copilot for business productivity and compliance."
+  ms.date: 02/13/2026
+  author: msdavidram
+  ms.author: taeldin
+  ms.topic: unit
+durationInMinutes: 3
+content: |
+  [!include[](includes/1-introduction.md)]

learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/10-summary.yml

@@ -0,0 +1,13 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.summary
+title: "Summary"
+metadata:
+  title: "Summary"
+  description: "Explore key insights on orchestrating AI-driven experiences across Microsoft business apps, enhancing workflows, and boosting productivity."
+  ms.date: 02/13/2026
+  author: msdavidram
+  ms.author: taeldin
+  ms.topic: unit
+durationInMinutes: 3
+content: |
+  [!include[](includes/10-summary.md)]

learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/2-orchestrate-ai-features-dynamics-365-apps-finance-supply-chain.yml

@@ -0,0 +1,13 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.orchestrate-ai-features-dynamics-365-apps-finance-supply-chain
+title: "Orchestrate AI features in Dynamics 365 Finance and Supply Chain"
+metadata:
+  title: "Orchestrate AI features in Dynamics 365 Finance and Supply Chain"
+  description: "Learn how to orchestrate AI features like Copilot in Dynamics 365 Finance and Supply Chain apps to automate workflows and improve productivity."
+  ms.date: 02/13/2026
+  author: msdavidram
+  ms.author: taeldin
+  ms.topic: unit
+durationInMinutes: 6
+content: |
+  [!include[](includes/2-orchestrate-ai-features-dynamics-365-apps-finance-supply-chain.md)]

learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/3-design-ai-solutions-dynamics-365-apps-customer-experience-service.yml

@@ -0,0 +1,13 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.design-ai-solutions-dynamics-365-apps-customer-experience-service
+title: "Design AI solutions for Dynamics 365 Customer Service"
+metadata:
+  title: "Design AI solutions for Dynamics 365 Customer Service"
+  description: "Learn to design AI solutions in Dynamics 365 Customer Service. Integrate Copilot, automate workflows, and enhance customer experiences."
+  ms.date: 02/13/2026
+  author: msdavidram
+  ms.author: taeldin
+  ms.topic: unit
+durationInMinutes: 7
+content: |
+  [!include[](includes/3-design-ai-solutions-dynamics-365-apps-customer-experience-service.md)]

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

@@ -0,0 +1,13 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.propose-microsoft-365-agents-business-scenarios
+title: "Propose Microsoft 365 agents for business scenarios"
+metadata:
+  title: "Propose Microsoft 365 Agents for Business Scenarios"
+  description: "Learn how to propose Microsoft 365 agents tailored to business scenarios, ensuring alignment, compliance, and measurable outcomes."
+  ms.date: 02/13/2026
+  author: msdavidram
+  ms.author: taeldin
+  ms.topic: unit
+durationInMinutes: 13
+content: |
+  [!include[](includes/4-propose-microsoft-365-agents-business-scenarios.md)]

learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/5-orchestrate-configuration-microsoft-365-copilot-sales-service.yml

@@ -0,0 +1,13 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.orchestrate-configuration-microsoft-365-copilot-sales-service
+title: "Orchestrate and configure Microsoft 365 Copilot for sales and service"
+metadata:
+  title: "Orchestrate and Configure Microsoft 365 Copilot"
+  description: "Learn to orchestrate and configure Microsoft 365 Copilot for Sales and Service. Explore architecture, workflows, and governance for optimal outcomes."
+  ms.date: 02/13/2026
+  author: msdavidram
+  ms.author: taeldin
+  ms.topic: unit
+durationInMinutes: 6
+content: |
+  [!include[](includes/5-orchestrate-configuration-microsoft-365-copilot-sales-service.md)]

learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/6-propose-microsoft-power-platform-ai-features-ai-hub.yml

@@ -0,0 +1,13 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.propose-microsoft-power-platform-ai-features-ai-hub
+title: "Propose Microsoft Power Platform AI features"
+metadata:
+  title: "Propose Microsoft Power Platform AI Features"
+  description: "Learn to propose Microsoft Power Platform AI features like AI Hub, Copilot, and AI Builder for scalable, enterprise-grade AI solutions."
+  ms.date: 02/13/2026
+  author: msdavidram
+  ms.author: taeldin
+  ms.topic: unit
+durationInMinutes: 6
+content: |
+  [!include[](includes/6-propose-microsoft-power-platform-ai-features-ai-hub.md)]

learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/7-design-interoperability-finance-operations-agent-chats-sources.yml

@@ -0,0 +1,13 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.design-interoperability-finance-operations-agent-chats-sources
+title: "Design interoperable agent experiences for Finance and Operations"
+metadata:
+  title: "Design Interoperable Agent Experiences for Finance and Operations"
+  description: "Learn to design interoperable agent experiences in Dynamics 365 Finance and Operations using plugins, external knowledge sources, and secure patterns."
+  ms.date: 02/13/2026
+  author: msdavidram
+  ms.author: taeldin
+  ms.topic: unit
+durationInMinutes: 5
+content: |
+  [!include[](includes/7-design-interoperability-finance-operations-agent-chats-sources.md)]

learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/8-process-knowledge-sources-dynamics-365-finance-supply-chain-management.yml

@@ -0,0 +1,13 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.process-knowledge-sources-dynamics-365-finance-supply-chain-management
+title: "Recommend process knowledge sources for in-app help in Dynamics 365"
+metadata:
+  title: "Recommend Process Knowledge Sources for In-App Help in Dynamics 365"
+  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."
+  ms.date: 02/13/2026
+  author: msdavidram
+  ms.author: taeldin
+  ms.topic: unit
+durationInMinutes: 5
+content: |
+  [!include[](includes/8-process-knowledge-sources-dynamics-365-finance-supply-chain-management.md)]

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

@@ -0,0 +1,71 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.orchestrate-configuration-prebuilt-agents-apps.knowledge-check
+title: "Module assessment"
+metadata:
+  title: "Knowledge check"
+  description: "Knowledge check"
+  ms.date: 02/13/2026
+  author: msdavidram
+  ms.author: taeldin
+  ms.topic: unit
+  module_assessment: false
+durationInMinutes: 3
+content: "Choose the best response for each of the following questions."
+quiz:
+  questions:
+  - content: "Which of the following best describes the primary benefit of orchestrating Copilot AI features across Dynamics 365 Finance and Supply Chain modules?"
+    choices:
+    - content: "Automating only single-step data entry tasks"
+      isCorrect: false
+      explanation: "Incorrect. This option doesn't capture the broader benefits of orchestrating AI features across modules."
+    - content: "Enabling cohesive, compliant, and scalable AI-enabled business processes"
+      isCorrect: true
+      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."
+    - content: "Creating static dashboards for reporting"
+      isCorrect: false
+      explanation: "Incorrect. Static dashboards aren't the primary benefit of orchestrating Copilot AI features."
+    - content: "Allowing users to edit personal preferences"
+      isCorrect: false
+      explanation: "Incorrect. Editing personal preferences isn't related to the primary benefit of orchestrating AI features."
+  - content: "In Dynamics 365 Customer Service, which scenario benefits most from orchestrated AI features?"
+    choices:
+    - content: "Exporting customer lists for marketing"
+      isCorrect: false
+      explanation: "Incorrect. Exporting customer lists is a simpler task that doesn't require orchestrated AI features."
+    - content: "Handling multi-step case resolutions involving knowledge lookup and escalation"
+      isCorrect: true
+      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."
+    - content: "Updating product catalog descriptions"
+      isCorrect: false
+      explanation: "Incorrect. Updating product catalog descriptions isn't a scenario that benefits most from orchestrated AI features."
+    - content: "Downloading user manuals"
+      isCorrect: false
+      explanation: "Incorrect. Downloading user manuals is a simple task that doesn't require orchestrated AI features."
+  - content: "Which statement best reflects a production-ready Microsoft 365 agent?"
+    choices:
+    - content: "It can answer questions on any corporate topic"
+      isCorrect: false
+      explanation: "Incorrect. A production-ready agent isn't designed to answer questions on any corporate topic but is focused on a defined mission."
+    - content: "It has a defined mission, the minimum tools to act, guardrails for reviewability, and telemetry for outcomes"
+      isCorrect: true
+      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."
+    - content: "It uses the largest possible model to maximize quality"
+      isCorrect: false
+      explanation: "Incorrect. Using the largest possible model isn't a requirement for a production-ready agent."
+    - content: "It prompts for every action to ensure control"
+      isCorrect: false
+      explanation: "Incorrect. Prompting for every action isn't a characteristic of a production-ready agent."
+  - content: "When solution architects extend Copilot experiences in Dynamics 365 Finance and Supply Chain, which best practice should they follow?"
+    choices:
+    - content: "Hard-code all extensions to specific workflows"
+      isCorrect: false
+      explanation: "Incorrect. Hard-coding extensions to specific workflows isn't a recommended best practice."
+    - content: "Keep extensions modular and compliant with solution boundaries"
+      isCorrect: true
+      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."
+    - content: "Allow Copilot to access all data without restrictions"
+      isCorrect: false
+      explanation: "Incorrect. Allowing unrestricted data access isn't a best practice and could lead to compliance issues."
+    - content: "Avoid aligning extensions with existing workflows"
+      isCorrect: false
+      explanation: "Incorrect. Extensions should align with existing workflows to ensure consistency and effectiveness."