Question 66
Case Study 1 - Fabrikam, Inc
Background
Fabrikam, Inc., is a global consumer goods company that is undergoing a digital transformation initiative to migrate its entire infrastructure to the Microsoft cloud. As a key element of this cloud migration, the company will implement Microsoft Dynamics 365 Sales, moving away from the current on-premises proprietary technologies used by its business-to-business (B2B) sales team.
As part of the cloud migration, Fabrikam will adopt an AI-first approach to its business solutions and implement AI solutions, wherever possible, to streamline operations.
Problem Statements
Fabrikam's infrastructure currently relies on various on-premises systems that require sales executives to use corporate computers with physical keyboards to access business information during customer interactions. Mobile phones cannot be used for these purposes, as the systems depend on keyboard input. As a result, the sales executives spend a lot of time using keyboards to search for data on several disparate systems and file servers, rather than focusing on the customers. This affects the customer experience.
Fabrikam stakeholders are concerned that users will be hesitant to adopt AI. If the AI initiatives are NOT adopted, cost savings will never be realized. Additionally, funding for future AI initiatives will depend on demonstrating an increase in AI adoption month over month. As the AI agent initiative for the sales team will be the first for Fabrikam, the rapid adoption of the agent is a high priority.
Planned Initiatives
General
Fabrikam management has prioritized AI-driven projects to improve efficiency, customer engagement, and responsible AI adoption. The current application infrastructure is on-premises and must be migrated to the cloud to support the adoption of these technologies.
Infrastructure Migration
Fabrikam plans to migrate from its current on-premises infrastructure to a completely cloud-based topology; this will include user authentication, the security framework, and, primarily, the adoption of the services by end users.
All the data from the different systems will be consolidated into a single data source - a common data model that will use a Microsoft Dataverse environment as a single source of truth (SSOT) for the sales team.
Sales Cycle Enablement
To achieve the company's objectives, Fabrikam intends to implement the following strategies to enhance the sales cycle:
- Use low-code development to create a single AI agent that has
Dataverse as its core component.
- Ensure that sales managers can access unanswered correspondence from
prospects and intervene as appropriate.
- Replace the previous proprietary software with Dynamics 365 Sales to
track sales cycles and customer interactions.
- Have the sales executives use Dynamics 365 Sales to track
interactions for open opportunities and send follow-up communications
to prospects.
- Have the sales executives use handsfree headsets to interact with an
AI agent when they have questions about internal policies or customer
data.
Requirements
Infrastructure Migration
Fabrikam has identified the following infrastructure migration requirements:
- Azure must be used for all future infrastructure workloads.
- The company must follow Microsoft-recommended methodologies for
infrastructure migration to the cloud.
- Any created AI agents must have their return on investment (ROI)
calculated to ensure that the solution will save the company money.
Sales Cycle Enablement
Fabrikam has identified the following requirements for sales cycle enablement:
- The final AI agent must follow Microsoft recommendations for a
conversational user experience.
- A designated checklist must be reviewed to ensure that the AI agent
follows Microsoft deployment recommendations for a compliant solution.
- Detailed telemetry must be logged for the first created AI agent to
help troubleshoot and optimize the agent during the initial AI agent
adoption process.
- Unexpected AI agent actions must end in an escalation to a live
representative. For example, a sales executive must be rerouted to a
representative if the agent cannot answer a question after two failed
attempts.
- The return on investment (ROI) of switching from the current process
to the future process is required for stakeholder sign off.
- The sales team must use Dynamics 365 Sales to correspond with
prospects more quickly and efficiently than currently.
- Sales managers must report on the adoption of the AI agent to key
Fabrikam stakeholders on a monthly basis.
- Any sensitive information, such as user IDs and names, shared via the AI agent must be tracked for future auditing.
Which framework should you use for the infrastructure migration?
Background
Fabrikam, Inc., is a global consumer goods company that is undergoing a digital transformation initiative to migrate its entire infrastructure to the Microsoft cloud. As a key element of this cloud migration, the company will implement Microsoft Dynamics 365 Sales, moving away from the current on-premises proprietary technologies used by its business-to-business (B2B) sales team.
As part of the cloud migration, Fabrikam will adopt an AI-first approach to its business solutions and implement AI solutions, wherever possible, to streamline operations.
Problem Statements
Fabrikam's infrastructure currently relies on various on-premises systems that require sales executives to use corporate computers with physical keyboards to access business information during customer interactions. Mobile phones cannot be used for these purposes, as the systems depend on keyboard input. As a result, the sales executives spend a lot of time using keyboards to search for data on several disparate systems and file servers, rather than focusing on the customers. This affects the customer experience.
Fabrikam stakeholders are concerned that users will be hesitant to adopt AI. If the AI initiatives are NOT adopted, cost savings will never be realized. Additionally, funding for future AI initiatives will depend on demonstrating an increase in AI adoption month over month. As the AI agent initiative for the sales team will be the first for Fabrikam, the rapid adoption of the agent is a high priority.
Planned Initiatives
General
Fabrikam management has prioritized AI-driven projects to improve efficiency, customer engagement, and responsible AI adoption. The current application infrastructure is on-premises and must be migrated to the cloud to support the adoption of these technologies.
Infrastructure Migration
Fabrikam plans to migrate from its current on-premises infrastructure to a completely cloud-based topology; this will include user authentication, the security framework, and, primarily, the adoption of the services by end users.
All the data from the different systems will be consolidated into a single data source - a common data model that will use a Microsoft Dataverse environment as a single source of truth (SSOT) for the sales team.
Sales Cycle Enablement
To achieve the company's objectives, Fabrikam intends to implement the following strategies to enhance the sales cycle:
- Use low-code development to create a single AI agent that has
Dataverse as its core component.
- Ensure that sales managers can access unanswered correspondence from
prospects and intervene as appropriate.
- Replace the previous proprietary software with Dynamics 365 Sales to
track sales cycles and customer interactions.
- Have the sales executives use Dynamics 365 Sales to track
interactions for open opportunities and send follow-up communications
to prospects.
- Have the sales executives use handsfree headsets to interact with an
AI agent when they have questions about internal policies or customer
data.
Requirements
Infrastructure Migration
Fabrikam has identified the following infrastructure migration requirements:
- Azure must be used for all future infrastructure workloads.
- The company must follow Microsoft-recommended methodologies for
infrastructure migration to the cloud.
- Any created AI agents must have their return on investment (ROI)
calculated to ensure that the solution will save the company money.
Sales Cycle Enablement
Fabrikam has identified the following requirements for sales cycle enablement:
- The final AI agent must follow Microsoft recommendations for a
conversational user experience.
- A designated checklist must be reviewed to ensure that the AI agent
follows Microsoft deployment recommendations for a compliant solution.
- Detailed telemetry must be logged for the first created AI agent to
help troubleshoot and optimize the agent during the initial AI agent
adoption process.
- Unexpected AI agent actions must end in an escalation to a live
representative. For example, a sales executive must be rerouted to a
representative if the agent cannot answer a question after two failed
attempts.
- The return on investment (ROI) of switching from the current process
to the future process is required for stakeholder sign off.
- The sales team must use Dynamics 365 Sales to correspond with
prospects more quickly and efficiently than currently.
- Sales managers must report on the adoption of the AI agent to key
Fabrikam stakeholders on a monthly basis.
- Any sensitive information, such as user IDs and names, shared via the AI agent must be tracked for future auditing.
Which framework should you use for the infrastructure migration?
Question 67
Hotspot Question
A company has Microsoft Power Platform development, staging, and production environments.
Each environment has its own Microsoft Dataverse tables and Azure AI Search index.
You are designing an application lifecycle management (AIM) process to deploy a Microsoft Copilot Studio agent between the environments.
The company has a Copilot Studio agent named Agent1 in development. Agent1 uses the following grounding data sources:
- A Dataverse table named CustomerOrders
- An Azure AI Search index named customer-knowledge
You need to deploy Agent1 to production. The solution must ensure that the agent uses the production grounding data sources, minimizes downtime, and handles credentials and endpoints securely.
What should you include in the deployment package solution, and what should you reconfigure after the deployment? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A company has Microsoft Power Platform development, staging, and production environments.
Each environment has its own Microsoft Dataverse tables and Azure AI Search index.
You are designing an application lifecycle management (AIM) process to deploy a Microsoft Copilot Studio agent between the environments.
The company has a Copilot Studio agent named Agent1 in development. Agent1 uses the following grounding data sources:
- A Dataverse table named CustomerOrders
- An Azure AI Search index named customer-knowledge
You need to deploy Agent1 to production. The solution must ensure that the agent uses the production grounding data sources, minimizes downtime, and handles credentials and endpoints securely.
What should you include in the deployment package solution, and what should you reconfigure after the deployment? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Question 68
A company has a portfolio of AI initiatives at different stages of development.
You need to recommend a structured approach to evaluating the return on AI investment (ROAI) across all the initiatives. The solution must balance immediate results with long-term values and strategic innovations.
What should you include in the recommendation?
You need to recommend a structured approach to evaluating the return on AI investment (ROAI) across all the initiatives. The solution must balance immediate results with long-term values and strategic innovations.
What should you include in the recommendation?
Question 69
A company plans to implement an Al business solution for a consumer goods company.
You need to create agents that meet the following requirements:
* Orchestrate the sales order fulfillment and shipping of goods to customers.
* Analyze historical data and trends to replenish stock.
Which type of agent should you use for each requirement? To answer, drag the appropriate agent types to the correct requirements. Each agent type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
You need to create agents that meet the following requirements:
* Orchestrate the sales order fulfillment and shipping of goods to customers.
* Analyze historical data and trends to replenish stock.
Which type of agent should you use for each requirement? To answer, drag the appropriate agent types to the correct requirements. Each agent type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Question 70
A company has a Microsoft Copilot Studio agent for customer support. You are reviewing and validating the following prompts:
* A prompt that has instructions to " help the customer as best you can "
* A prompt that helps retrieve product information from a knowledge base You need to ensure that the agent delivers consistent and accurate responses.
What should you do for each prompt? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
* A prompt that has instructions to " help the customer as best you can "
* A prompt that helps retrieve product information from a knowledge base You need to ensure that the agent delivers consistent and accurate responses.
What should you do for each prompt? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
