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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Integrate and Extend Agents in Copilot Studio | 40-45% | - Integrate agents with enterprise systems
|
| Topic 2: Test and Manage Agents | 20-25% | - Monitor and manage agent solutions
|
| Topic 3: Plan and Configure Agent Solutions | 30-35% | - Plan agent solutions
|
Case Study 1 - Blue Yonder Airlines
Background
Blue Yonder Airlines is a global carrier headquartered in Los Angeles, California, operating domestic and international flights. The company serves millions of passengers annually through its website, mobile app, and call centers. To improve customer service efficiency and reduce call center volume, Blue Yonder is deploying an AI agent in Microsoft Copilot Studio.
The agent will handle customer inquiries across multiple channels - web chat, mobile app, and Microsoft Teams (for internal support staff). It will answer questions, retrieve data from enterprise systems, and escalate to human agents when needed.
The project is led by a cross-function team:
- Product manager: Defines requirements and success metrics.
- Lead agent author: Designs topics, intents, and generative behavior.
- Flow designers: Build agent flows and integrations.
- IT/security and compliance: Oversees identity, data protection, and Responsible AI (RAI) compliance.
Current environment
Channels
Public website: Embedded web chat
Mobile app: In-app chatbot
Microsoft Teams: Internal support agent access
Identity and access
Customers: Anonymous access for general inquiries (e.g., flight status, baggage policy).
Authentication is required for personal data access (e.g., bookings, loyalty points).
Internal staff: Authenticate via Microsoft Entra ID.
Data sources
Reservation and Ticketing System (internal): REST API, no prebuilt connector with custom enterprise database.
Flight Status and Weather APIs (external): REST APIs with API keys.
Customer Support Knowledge Base: SharePoint library with PDFs and policy documents.
Loyalty Program Data: Stored in Dynamics 365 and Dataverse.
Travel Advisory Content: Uses REST API with partner services.
Integration mechanisms
Custom connectors must be used for internal APIs that lack prebuilt connectors.
HTTP request nodes may be used for lightweight external APIs.
Knowledge sources must be used for unstructured content.
Agent flows must be used to encapsulate reusable logic (e.g., rebooking).
Business requirements
Omnichannel support
Deploy the agent across web, mobile, and Teams with a consistent user experience. The Teams deployment must also support internal staff.
Self-service capabilities
The agent must handle common inquiries such as:
- Flight status
- Booking and rebooking
- Loyalty program questions
- Travel policies and baggage rules
Human escalation
If the agent cannot resolve an issue or the user requests help, it must:
- Escalate to a human agent.
- Transfer the conversation transcript and relevant context.
- Redact any sensitive personal data before escalation.
Knowledge integration
The agent must use scalable methods for knowledge integration and must not rely on manually authored Q&A topics for each document.
Performance metrics
First-contact resolution: +25%
Tier-1 call deflection: ≥20%
Response time: 90% of queries answered within 30 seconds
Accuracy: ≥95% for known FAQs
CSAT: ≥85% for AI-handled interactions
Technical requirements
Platform constraints
No custom code is permitted; only Copilot Studio's built-in tools may be used.
All backend logic must be implemented using agent flows.
Markdown must be used for formatting (e.g., bold, bullet points); HTML is not supported.
Authentication
Sign-in is required for personal data access.
Anonymous access is allowed for general inquiries.
User identity must be used for data access; shared or builder credentials must not be used.
Compliance and security
Power Platform DLP policies must be enforced to block unauthorized data flows.
Responsible AI content moderation filters must be enabled.
Prompt modifications must be added to enforce tone, disclaimers, and refusal behavior.
Disclaimers must be applied consistently across all generative responses. Manual edits to individual topics must be avoided.
Monitoring and maintenance
All conversations and actions must be logged for auditing.
Weekly reviews of transcripts and metrics must be conducted.
Topics, flows, and knowledge sources must be updated as policies or systems evolve.
Issues and constraints
API rate limits: External APIs (e.g., flight status) have usage limits. Agent flows must handle retries and caching to avoid exceeding quotas.
Knowledge base limits: Copilot Studio has limits on the number and size of indexed documents.
Large files must be split or summarized.
Generative answer risks: Generative responses must be constrained to avoid policy violations.
Prompt modifications and filters must be used to enforce tone, safety, and compliance.
User input variability: Users phrase questions in diverse ways. Topics must include varied trigger phrases and fallback handling.
Authentication UX: The agent must clearly explain when sign-in is required and handle transitions smoothly across channels.
Problem statement
Blue Yonder Airlines must deploy a secure, scalable, and policy-compliant AI agent using Microsoft Copilot Studio. The agent must deliver accurate, helpful, and safe responses across multiple channels, integrate with enterprise systems, and support both anonymous and authenticated users. It must adhere to strict data protection and Responsible AI standards while improving customer service efficiency and satisfaction.
Drag and Drop Question
You need to determine which authentication model should be applied to each Blue Yonder Copilot interaction scenario to comply with the company's security and governance requirements.
Which authentication requirement should you apply to each scenario? To answer, move the appropriate authentication requirements to the correct user scenarios. You may use each authentication requirement once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Correct Answer:

Explanation:
Box 1: Allow anonymous access.
Scenario: Customers: Anonymous access for general inquiries (e.g., flight status, baggage policy).
Box 2: Require customer sign-in using an account.
Scenario: Authentication is required for personal data access (e.g., bookings, loyalty points).
Box 3: Require internal agent sign-in using Microsoft Entra ID.
Scenario: Internal staff: Authenticate via Microsoft Entra ID.
Drag and Drop Question
A team is preparing to assess an agent in Copilot Studio before expanding access to additional users.
The team requires an evaluation that provides controlled, repeatable, and consistently measured test runs.
The evaluation must:
- Be triggered directly by the team to control when testing occurs.
- Determine success based on clearly established acceptance criteria.
- Rely on a predefined set of inputs that ensures consistency across
repeated runs.
You need to configure the evaluation to meet the requirements
What should you configure? To answer, move the appropriate configurations to the correct evaluation requirements. You may use each configuration once, more than once, or not at all.
You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Correct Answer:

Explanation:
Box 1: Execute the evaluation on demand
To trigger structured, repeatable agent evaluations manually inside Microsoft Copilot Studio so your team can precisely control when testing occurs, you should click Evaluate directly from the Evaluate tab within the Copilot Studio user interface.
Selecting this option initiates an on-demand, interactive test run against your defined test sets.
Box 2: Compare responses against defined expectations
Comparing generated responses against defined expectations is exactly how you establish pass/fail signals. Microsoft Copilot Studio automates this process so you can achieve controlled, repeatable, and consistently measured tests before expanding access.
Box 3: Use a curated prompt list as the interaction source.
Using a curated prompt list-known as an evaluation test set-is exactly how you ensure consistency. It removes subjective, one-off testing and establishes a structured framework for measuring response quality.
Reference:
https://learn.microsoft.com/en-us/microsoft-copilot-studio/analytics-agent-evaluation-overview
Hotspot Question
You are setting up an evaluation for an agent in Copilot Studio before expanding access to more users.
You must configure the evaluation so that the agent is tested by using prepared interactions rather than impromptu conversations.
The evaluation should provide the following functionality for users:
- An administrator updates a sensitive configuration value. The
administrator requires the change to take effect at runtime without
republishing the agent.
- A builder needs to confirm a configuration value but must not be able to modify it from Copilot Studio.
- An administrator updates a non-secret configuration value and
requires the updated value to be used by the published agent at
runtime.
You need to create a test set-based evaluation that supports consistent test runs for each scenario.
What should you configure for each scenario? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Correct Answer:

Explanation:
Box 1: Secret environment variable
The correct configuration for updating a sensitive configuration value at runtime without having to republish the agent is a Secret environment variable.
Secret environment variables: Securely store secrets (like passwords, keys, or API tokens) within the environment and reference them directly inside the agent. These can be updated dynamically at runtime without needing to republish the bot, as they are evaluated in real-time.
Incorrect:
Only in production / Only after publishing: These configurations require a full publishing cycle to take effect. This means that any adjustments to bot topics, node logic, or regular environment variables require pushing the latest content updates out to end-users.
Box 2: Managed environment variable
A managed environment variable is the specific configuration needed. It enables makers to reference or confirm configuration values without permitting modifications directly within the studio interface, protecting agent integrity. Additionally, you can configure your testing using the Agent Evaluation in Copilot Studio feature.
Box 3: String environment variable
The specific configuration that allows an administrator to update a non-secret configuration value and requires the updated value to be used by the published agent at runtime is a string environment variable.
In Microsoft Copilot Studio, environment variables are used to manage configuration values dynamically. When an administrator updates a non-secret string environment variable, the change takes effect at runtime without requiring the agent to be rebuilt or modified in the authoring canvas.
Reference:
https://learn.microsoft.com/en-us/microsoft-copilot-studio/analytics-agent-evaluation-overview
An agent needs to display a rich, interactive form (with dropdowns and buttons) to collect structured input from the user in Microsoft Teams. What should you use?
Correct Answer: B 🗳️
Explanation: Only visible for TorrentValid members. You can sign-up / login (it's free).
A company requires an agent in Copilot Studio to answer questions using content stored in a third-party knowledge base system and reuse that content for knowledge grounding.
The agent must ground answers using indexed enterprise knowledge from a non-Microsoft system.
You need to choose the correct integration approach.
What should you use?
Correct Answer: B 🗳️
Explanation: Only visible for TorrentValid members. You can sign-up / login (it's free).
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