Case Study 2 - Contoso, Ltd
Overview
Contoso, Ltd. is a high-tech manufacturing company that uses Microsoft Dynamics 365 Finance.
Dynamics 365 Supply Chain Management, and Dynamics 365 Commerce for its North American operations. The company designs and develops innovative products that have many patents and proprietary technologies. The patents and engineering designs are closely guarded secrets.
Contoso executives want to integrate and adopt AI solutions to help scale the company in preparation for an anticipated period of rapid growth.
The company has multiple legal entities and Azure subscriptions that will be used in the adopted AI solutions.
Requirements
AI Adoption
The following executives will have specific responsibilities in the overall AI adoption:
- Chief Technology Officer (CTO): Select one Dynamics 365 Finance,
Dynamics 365 Supply Chain Management or Dynamics 365 Commerce prebuilt
AI agent and one custom Microsoft Copilot Studio AI agent to prioritize and deploy during the initial AI adoption phase.
- Chief Information Officer (CIO): Ensure that appropriate security
labels are assigned to the data used by the AI agents.
- Chief Financial Officer (CFO): Analyze the return on investment (ROI) for the AI agents being deployed.
- Chief Information Security Officer (CISO): Discover and inventory AI
resources for auditing.
- Chief Executive Officer (CEO): Ensure that all solutions adhere to
industry-standard responsible AI practices.
All AI initiatives and agents will have a detailed business use case, a defined audience profile, and an estimated ROI that will compare the cost savings of the current process against the estimated costs of using the new AI solutions.
The company's research and development (R&D) department already has a custom Model Context Protocol (MCP) server that contains comprehensive product specifications and compliance data.
Prebuilt AI Agent
The CTO has NOT yet selected which prebuilt AI agent to use in Dynamics 365 Supply Chain Management. The CTO wants to view available agent templates to identify which agent will add the most business value.
Depending on which high-priority AI agents are identified, its agent capabilities must be previewed in a discovery meeting with the relevant business operation stakeholders.
Custom AI Agent
Contoso has identified the following custom AI agent requirements:
- The custom AI agent will use data from Dynamics 365 Supply Chain
Management to answer questions for the manufacturing team as a low-code solution.
- The custom AI agent will be accessible from within Microsoft Teams.
- The custom AI agent must be designed to eventually connect to other
agents that can be selected based on their description.
- The topics used in the custom AI agent will be selected based NOT on
a trigger phrase, but on a description of the purpose of the query, to
make the interactions more conversational.
- The custom AI agent must be able to answer questions about product
specifications by using existing technologies. The product
specifications are maintained by the R&D department.
- The custom AI agent must be integrated with and accessible from
Dynamics 365 Supply Chain Management.
- The custom AI agent must be able to use Dynamics 365 Supply Chain
Management business logic that is stored outside of the application.
Analysis, Reporting, and Troubleshooting
Contoso has identified the following analysis, reporting, and troubleshooting requirements:
- The CISO will audit all the AI solutions monthly for compliance and
security.
- The CFO will analyze all the AI solutions quarterly to compare the
estimated ROI against actual measured efficiencies and adoption. The
CFO will use the Copilot Studio agent usage estimator to perform this
analysis.
- The CISO wants to identify how much sensitive data was accessed for a given AI agent run and who accessed the data. Too much sensitive data accessed by a single user might indicate a high security risk.
- The CTO wants to track user feedback on the quality of the AI agent
responses during user interactions with the agents. Consistently poor
feedback will trigger an escalated reengineering discussion.
- The CEO wants a quarterly assessment of all the required metrics for
their specific responsibilities. The tools used for the assessments
must be Microsoft-recommended and must verify reliability,
interpretability, fairness, and compliance.
- The CFO wants to identify how many interactions with the AI agents
are abandoned on a given day as compared to resolved conversations. Too many abandoned sessions might indicate that Copilot Studio credits are being used inefficiently by end users.
What should you recommend to assist the CTO with the prebuilt agent selection process?

A company extends Copilot in Microsoft Dynamics 365 Customer Service.
You need to recommend an automated application lifecycle management (ALM) process so that the Copilot components can be safely developed, tested, and promoted to production.
Which two actions should you include in the ALM process? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

You are designing a testing solution for Microsoft Copilot Studio agents.
You need to validate prompt engineering best practices to ensure that the agents generate accurate and contextually relevant responses. Which prompt validation techniques and metrics should you include in the solution? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

A company uses Microsoft Dynamics 365 Sales to manage leads that are stored in a Microsoft Dataverse table named Lead and use non-standard terminology and custom columns.
You need to configure business terms in the Lead table so that Microsoft Copilot controls can summarize the leads efficiently. The solution must minimize administrative effort.
How should you configure the business terms?

Hotspot Question
You need to design a shared prompt library that will be used across multiple business units. The solution must meet the following requirements:
- Ensure consistent AI responses with reusable formats.
- Support governance and version control.
- Minimize administrative effort.
- Minimize ongoing costs.
What should you recommend for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.