Merge pull request #53536 from MicrosoftDocs/NEW-module2-analyze

M02 release branch to main

Author: v-ccolin

learn-pr/wwl/analyze-requirements-ai-powered-business-solutions/1-introduction.yml

@@ -0,0 +1,14 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.analyze-requirements-ai-powered-business-solutions.introduction
+title: "Introduction"
+metadata:
+  title: "Introduction"
+  description: "Discover foundational concepts for AI-powered business solutions, focusing on agents, data readiness, and responsible AI adoption. Learn more now."
+  ms.date: 02/04/2026
+  author: Randall-Knapp
+  ms.author: taeldin
+  ms.topic: unit
+  ai-usage: ai-assisted
+durationInMinutes: 3
+content: |
+  [!include[](includes/1-introduction.md)]

learn-pr/wwl/analyze-requirements-ai-powered-business-solutions/2-assess-use-agents-task-automation-data-analytics-decision-making.yml

@@ -0,0 +1,14 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.analyze-requirements-ai-powered-business-solutions.assess-use-agents-task-automation-data-analytics-decision-making
+title: "Assess the use of agents in task automation, data analytics, and decision-making"
+metadata:
+  title: "Assess the Use of Agents in Task Automation, Data Analytics, and Decision-Making"
+  description: "Learn how AI agents automate tasks, analyze data, and support decision-making. Explore Microsoft Copilot and generative AI for enterprise productivity."
+  ms.date: 02/04/2026
+  author: Randall-Knapp
+  ms.author: taeldin
+  ms.topic: unit
+  ai-usage: ai-assisted
+durationInMinutes: 5
+content: |
+  [!include[](includes/2-assess-use-agents-task-automation-data-analytics-decision-making.md)]

learn-pr/wwl/analyze-requirements-ai-powered-business-solutions/3-review-data-grounding-accuracy-relevance-timeliness-cleanliness-availability.yml

@@ -0,0 +1,14 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.analyze-requirements-ai-powered-business-solutions.review-data-grounding-accuracy-relevance-timeliness-cleanliness-availability
+title: "Review data for grounding accuracy, relevance, timeliness, cleanliness, and availability"
+metadata:
+  title: "Review Data for Grounding Accuracy, Relevance, Timeliness, Cleanliness, and Availability"
+  description: "Learn to evaluate grounding data quality across accuracy, relevance, timeliness, cleanliness, and availability for reliable AI agent behavior."
+  ms.date: 02/04/2026
+  author: Randall-Knapp
+  ms.author: taeldin
+  ms.topic: unit
+  ai-usage: ai-assisted
+durationInMinutes: 5
+content: |
+  [!include[](includes/3-review-data-grounding-accuracy-relevance-timeliness-cleanliness-availability.md)]

learn-pr/wwl/analyze-requirements-ai-powered-business-solutions/4-organize-business-solution-data-available-other-ai-systems.yml

@@ -0,0 +1,14 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.analyze-requirements-ai-powered-business-solutions.organize-business-solution-data-available-other-ai-systems
+title: "Organize business solution data for AI systems"
+metadata:
+  title: "Organize Business Solution Data for AI Systems"
+  description: "Learn how to organize business solution data to ensure it's usable, secure, and optimized for AI systems like Copilot and custom AI applications."
+  ms.date: 02/04/2026
+  author: Randall-Knapp
+  ms.author: taeldin
+  ms.topic: unit
+  ai-usage: ai-assisted
+durationInMinutes: 6
+content: |
+  [!include[](includes/4-organize-business-solution-data-available-other-ai-systems.md)]

learn-pr/wwl/analyze-requirements-ai-powered-business-solutions/5-knowledge-check.yml

@@ -0,0 +1,72 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.analyze-requirements-ai-powered-business-solutions.knowledge-check
+title: "Module assessment"
+metadata:
+  title: "Knowledge check"
+  description: "Knowledge check"
+  ms.date: 02/04/2026
+  author: Randall-Knapp
+  ms.author: taeldin
+  ms.topic: unit
+  ai-usage: ai-assisted
+  module_assessment: false
+durationInMinutes: 3
+content: "Choose the best response for each of the questions."
+quiz:
+  questions:
+  - content: "Which of the following answers is a primary way AI agents enhance productivity in business workflows?"
+    choices:
+    - content: "Replacing all manual processes with fully autonomous systems"
+      isCorrect: false
+      explanation: "Incorrect. While AI can automate certain tasks, it doesn't replace all manual processes with fully autonomous systems."
+    - content: "Drafting content and summarizing information using generative AI"
+      isCorrect: true
+      explanation: "Correct. Generative AI accelerates productivity by drafting content, summarizing information, and enabling natural language interaction with data and systems. This allows employees to work faster and more efficiently, directly enhancing productivity in business workflows."
+    - content: "Eliminating the need for employee training"
+      isCorrect: false
+      explanation: "Incorrect. AI doesn't eliminate the need for employee training; rather, it complements employee efforts."
+    - content: "Removing the requirement for business context in automation"
+      isCorrect: false
+      explanation: "Incorrect. Business context is essential for effective automation and AI implementation."
+  - content: "Which grounding data dimension ensures AI agents retrieve information that matches the intended business scenario?"
+    choices:
+    - content: "Cleanliness"
+      isCorrect: false
+      explanation: "Incorrect. Cleanliness refers to the accuracy and quality of data, not its alignment with the business scenario."
+    - content: "Availability"
+      isCorrect: false
+      explanation: "Incorrect. Availability ensures data is accessible but doesn't guarantee it matches the intended business scenario."
+    - content: "Relevance"
+      isCorrect: true
+      explanation: "Correct. Relevance ensures that grounding data matches the intended use case of the agent. This dimension is critical for surfacing information that is contextually appropriate for the user's scenario, workflow, or business domain."
+    - content: "Timeliness"
+      isCorrect: false
+      explanation: "Incorrect. Timeliness ensures data is up-to-date but doesn't address its alignment with the business scenario."
+  - content: "What is the role of semantic indexing in Microsoft Copilot solutions?"
+    choices:
+    - content: "Customizing user interfaces"
+      isCorrect: false
+      explanation: "Incorrect. Semantic indexing isn't related to customizing user interfaces."
+    - content: "Mapping enterprise content for precise data retrieval"
+      isCorrect: true
+      explanation: "Correct. Semantic indexing is used to map enterprise content across Microsoft Graph into rich lexical and semantic representations. This enables AI agents to retrieve contextually precise and permissioned information, supporting trustworthy outputs."
+    - content: "Managing email distribution lists"
+      isCorrect: false
+      explanation: "Incorrect. Semantic indexing doesn't involve managing email distribution lists."
+    - content: "Automating financial transactions"
+      isCorrect: false
+      explanation: "Incorrect. Semantic indexing isn't related to automating financial transactions."
+  - content: "Why is it important to centralize and structure business solution data before deploying AI agents?"
+    choices:
+    - content: "To reduce the number of employees needed"
+      isCorrect: false
+      explanation: "Incorrect. Centralizing and structuring data isn't aimed at reducing the workforce."
+    - content: "To ensure AI systems can access high-quality, reliable data"
+      isCorrect: true
+      explanation: "Correct. AI systems require high-quality, structured, and accessible data. Centralizing and structuring data ensures it's reliable and ready for AI processing."
+    - content: "To allow data to remain in scattered silos"
+      isCorrect: false
+      explanation: "Incorrect. Scattered silos hinder AI systems from accessing and processing data effectively."
+    - content: "To eliminate the need for data governance"
+      isCorrect: false
+      explanation: "Incorrect. Data governance remains essential even when data is centralized and structured."

learn-pr/wwl/analyze-requirements-ai-powered-business-solutions/6-summary.yml

@@ -0,0 +1,14 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.analyze-requirements-ai-powered-business-solutions.summary
+title: "Summary"
+metadata:
+  title: "Summary"
+  description: "Explore AI-powered business solutions, task automation, data analytics, and decision-making with Microsoft Copilot and generative AI."
+  ms.date: 02/04/2026
+  author: Randall-Knapp
+  ms.author: taeldin
+  ms.topic: unit
+  ai-usage: ai-assisted
+durationInMinutes: 3
+content: |
+  [!include[](includes/6-summary.md)]

learn-pr/wwl/analyze-requirements-ai-powered-business-solutions/includes/1-introduction.md

@@ -0,0 +1,11 @@
+In today's rapidly evolving business landscape, artificial intelligence (AI) agents are redefining how organizations operate, make decisions, and drive productivity. This module introduces the foundational concepts required to analyze, design, and implement AI-powered business solutions, focusing on the critical role of agents in task automation, data analytics, decision-making, and enterprise data management.
+
+AI agents automate routine tasks, deliver data-driven insights, and support strategic decisions by integrating enterprise context with generative AI capabilities. Solutions such as Microsoft Copilot bring these benefits directly into familiar productivity tools—including Word, Outlook, Teams, and Dynamics 365—enabling employees to work faster and with greater confidence.
+
+Generative AI further accelerates productivity by drafting content, summarizing information, and enabling natural language interaction with data and systems. This technology allows for the creation of original content in various formats, such as text, images, videos, audio, and software code, unlocking new levels of efficiency and creativity.
+
+To ensure reliable and responsible AI adoption, it is essential to understand how agents interact with business data. High-quality, well-organized, and accessible data is the foundation for effective AI solutions. Concepts such as grounding—where AI agents respond using trusted, domain-specific organizational data—are critical to minimizing errors and maintaining security and compliance. Technologies like semantic indexing and the Copilot Retrieval API ensure that AI agents retrieve contextually precise and permissioned information, supporting trustworthy outputs.
+
+This module also emphasizes the importance of organizing business solution data for AI readiness. Using platforms such as Azure, Microsoft databases, and modern data architecture patterns enables organizations to centralize, structure, and govern their data, making it discoverable and usable for a wide range of AI systems, including Copilot, autonomous agents, and custom AI applications.
+
+Throughout this module, learners will explore best practices for implementing AI agents, ensuring data quality across accuracy, relevance, timeliness, cleanliness, and availability, and structuring enterprise data for scalable AI consumption. When organizations apply these principles, they unlock measurable value, drive transformation, and support responsible decision-making with AI-powered solutions.

learn-pr/wwl/analyze-requirements-ai-powered-business-solutions/includes/2-assess-use-agents-task-automation-data-analytics-decision-making.md

@@ -0,0 +1,99 @@
+## Learning Objectives
+
+By the end of this unit, learners will be able to:
+
+- Explain how AI agents support **task automation**, **data analytics**, and **decision-making**.
+- Describe how **Microsoft Copilot experiences** enhance productivity across workflows.
+- Identify how **generative AI** unlocks productivity and supports responsible decision-making.
+- Assess scenarios where agents add measurable value for enterprise environments.
+
+## 1. Introduction
+
+AI agents transform the way organizations work. They automate repeatable tasks, provide data-driven insights, and support decision-making by integrating enterprise context with generative AI capabilities.
+
+Microsoft Copilot experiences bring these capabilities directly into familiar tools essential for work —Word, Outlook, Teams, Dynamics 365, and more—helping employees act faster and with greater confidence.<br>
+
+Generative AI accelerates productivity by drafting content, summarizing information, and enabling natural language interaction with data and systems to create original content such as text, images, videos, audio, software code or other forms of data.<br>
+
+## 2. Role of Agents in Task Automation
+
+Agents help organizations streamline and automate tasks that traditionally require manual work.
+
+**Key Capabilities:**
+
+- Drafting documents, emails, or responses based on context.
+
+- Summarizing large volumes of data—emails, meetings, chats.
+
+- Automating workflows through technologies such as Microsoft 365, Copilot Studio, Azure Foundry, and Power Platform. 
+
+- Triggering multi-step processes (approvals, notifications, content generation).
+
+- These capabilities reduce cognitive load and help teams focus on strategic, not repetitive, work.
+
+**Examples of Agent-Driven Task Automation**
+
+| **Task Area** | **How Agents Help** | **Tools** |
+|---|---|---|
+| **Communication** | Draft emails, summarize Teams threads, create meeting recaps | Microsoft 365 Copilot |
+| **Documentation** | Generate first-draft reports, rewrite or optimize content | Word, OneNote, Loop, Microsoft 365 Copilot |
+| **Process Automation** | Trigger workflows and multi-step tasks | Copilot Studio, Power Automate |
+| **Knowledge Retrieval** | Answer questions using enterprise data | Copilot Search, Graph grounding |
+
+## 3. Agents in Data Analytics
+
+AI agents simplify and accelerate data analysis by converting natural language questions into insightful answers.
+
+**Core Agent Capabilities:**
+
+- Summarizing complex datasets into actionable insights
+
+- Identifying trends, outliers, and patterns
+
+- Generating visualizations on demand
+
+- Interpreting dashboards and suggesting next-step actions
+
+- Copilot experiences help employees make sense of data without requiring advanced analytics skills.
+
+**Visual Diagram: AI Agents in the Analytics Workflow**
+
+:::image type="content" source="../media/ai-agents-analytics-workflow.png" alt-text="Diagram showing how AI agents integrate into the analytics workflow, from data ingestion through insight generation and decision support.":::
+
+## 4. Agents in Decision-Making
+
+Agents support strategic and operational decisions through:
+
+**AI-Supported Decision Inputs:**
+
+- Scenario recommendations based on historical data
+
+- Risk identification through pattern recognition
+
+- Summaries of business context from documents, meetings, and datasets
+
+- Recommendations backed by enterprise knowledge
+
+- Generative AI enables leaders to explore alternatives, evaluate impacts, and move faster with confidence.<br>
+
+## 5. Best Practices for Using AI Agents
+
+1. **Start with the business outcome** you want to improve.
+
+2. **Use agent automation** to reduce repetitive work, not replace critical thinking.
+
+3. **Maintain responsible AI principles**— Fairness, Reliability and Safety, Privacy and Security, Inclusiveness, Transparency, Accountability.
+
+4. **Monitor performance** and refine prompts, workflows, and data inputs.
+
+5. **Empower teams** with training to use Copilot effectively.
+
+These principles reinforce reliable, secure AI adoption at scale.
+
+**References**
+
+Use these links as the primary sources for this unit:
+
+- [Explore Copilot Experiences](/training/modules/business-value-microsoft-copilot-solutions/3-explore-copilot-experiences)
+
+- [Unlock Productivity with Generative AI](/training/modules/generative-ai-productivity/)

learn-pr/wwl/analyze-requirements-ai-powered-business-solutions/includes/3-review-data-grounding-accuracy-relevance-timeliness-cleanliness-availability.md

@@ -0,0 +1,124 @@
+## Learning Objectives
+
+After completing this unit, learners will be able to:
+
+- Evaluate the quality of grounding data across five dimensions: **accuracy, relevance, timeliness, cleanliness, availability**.
+- Explain why grounding is essential for reliable AI agent behavior.
+- Identify data sources appropriate for grounding AI using Microsoft 365 and Copilot Studio.
+- Apply best practices when preparing and validating grounding data.
+
+## 1. Understanding Grounding in AI Agents
+
+Grounding ensures that an AI agent responds using **trusted, domain-specific organizational data**, increasing accuracy and reducing inaccurate information.
+
+Microsoft Copilot and Copilot Studio use **semantic indexing** to map enterprise content across Microsoft Graph into rich lexical and semantic representations. This enables more contextually precise retrieval.
+
+AI systems must be connected to **approved, access-controlled data** so they produce trustworthy outcomes that respect organizational security boundaries.
+
+To support advanced grounding, the **Copilot Retrieval API** retrieves relevant text passages from SharePoint, OneDrive, and connected sources, honoring user permissions.
+
+## 2. The Five Dimensions of Grounding Data Quality
+
+### 2.1 Accuracy
+
+Data should reflect real, verifiable facts. Inaccurate content leads to incorrect or harmful agent outputs.<br>AI agents must use **trusted and validated datasets** during retrieval to avoid generating incorrect responses. 
+
+**Indicators of accuracy:**
+
+- Verified by SMEs
+
+- Matched to authoritative sources
+
+- Free from errors or outdated assumptions
+
+### 2.2 Relevance
+
+Grounding data must match the **intended use case** of the agent.
+
+When data is irrelevant, semantic search may retrieve conceptually similar—but contextually wrong—content.
+
+Relevance ensures the model surfaces information aligned with the user's scenario, workflow, or business domain.
+
+### 2.3 Timeliness
+
+AI outputs degrade when data is stale.
+
+The **semantic index** in Microsoft 365 continuously updates as content changes, ensuring the grounding layer reflects the latest documents, conversations, and knowledge.
+
+**Timeliness includes:**
+
+- Modified dates
+
+- Seasonal or compliance-related updates
+
+- Data refresh schedules
+
+### 2.4 Cleanliness
+
+Clean data reduces noise and increases retrieval precision.
+
+Data Pollution in AI refers to the degradation of data quality that negatively impacts the performance and reliability of AI systems.
+
+Cleaner data improves embedding quality and helps the agent retrieve the most appropriate content.
+
+**Clean data characteristics:**
+
+- Clear structure
+
+- No duplicates
+
+- Minimal irrelevant metadata
+
+- Stable formatting and predictable layout
+
+### 2.5 Availability
+
+Agents can only ground responses from **data the user has access to**.
+
+The Retrieval API respects permissions and will not return content beyond a user's access scope.
+
+**Availability depends on:**
+
+- Storage in SharePoint/OneDrive or connected systems
+
+- Proper indexing in Microsoft Graph
+
+- Clear access controls
+
+## 3. Dimensions of Grounding Data Quality
+
+| **Dimension** | **Definition** | **Impact on Agent Performance** |
+|---|---|---|
+| **Accuracy** | Data is correct and verified | Reduces inaccurate information and misinformation |
+| **Relevance** | Data aligns to the task/intent | Ensures responses match the intended scenario |
+| **Timeliness** | Data is current and up to date | Keeps outputs aligned with latest policies or info |
+| **Cleanliness** | Data is structured and free of noise | Improves retrieval precision |
+| **Availability** | Data is accessible and indexable | Ensures agent can ground reliably per permissions |
+
+## 4. Diagram: How Microsoft Copilot Grounds AI Responses
+
+:::image type="content" source="../media/copilot-grounds-ai-responses.png" alt-text="Diagram showing how Microsoft Copilot grounds AI responses using the semantic index and Retrieval API pipeline.":::
+
+## 5. Best Practices for Reviewing Grounding Data
+
+- **Evaluate content quality before upload**: remove outdated or conflicting information.
+
+- **Store authoritative content in SharePoint or OneDrive** so it becomes part of the semantic index.
+
+- **Ensure consistent formatting** to improve data cleanliness and retrieval precision.
+
+- **Review permissions regularly** so agents ground from valid data sources only.
+
+- **Collaborate with domain SMEs** to validate accuracy and contextual fit.
+
+**References**
+
+- [Add knowledge to ground an agent](/training/modules/agents-copilot-studio-online-workshop/add-knowledge)
+
+- [Ground AI using trusted data](/training/modules/build-effective-generative-ai-solutions-organization/3-ground-ai-using-trusted-data)
+
+- [Semantic indexing for Microsoft 365 Copilot](/microsoftsearch/semantic-index-for-copilot)
+
+- [Microsoft 365 Copilot Retrieval API](/microsoft-365-copilot/extensibility/api/ai-services/retrieval/copilotroot-retrieval)
+
+- [Manage Grounding With Bing in Microsoft Foundry and Azure](/azure/ai-foundry/agents/how-to/manage-grounding-with-bing)