Q
You have Microsoft 365 Copilot deployed to employees. Approved customer support procedures are stored in Microsoft SharePoint Online, and case management is handled by using Microsoft Dynamics 365 Customer Service.
The Customer Support team requires an AI experience that meets the following requirements:
- Answers policy and process questions by using only approved SharePoint content
- Summarizes the latest procedures
You need to recommend an approach that reduces support escalations and meets the requirements.
What should you recommend?
Question Info
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Explanation
Objective:
1.2 Design overall AI strategy for business solutions
What This Item Tests:
Design the strategy for building AI and agents in business solutions
Additional Reading:
Overview - Microsoft Copilot Studio | Microsoft Learn
Overview - Microsoft Copilot Studio | Microsoft Learn
Plan your Copilot Studio projects, an overview - Microsoft Copilot Studio | Microsoft Learn
Implement your Copilot Studio projects, an overview - Microsoft Copilot Studio | Microsoft Learn
AI innovation and platform
Rationale:
Extending Microsoft 365 Copilot with a Copilot Studio agent enables responses to be grounded exclusively in approved SharePoint content, while adding governed actions to create cases in Dynamics 365 Customer Service, directly supporting the support workflow and reducing escalations. A standalone agent that accesses information outside the agent's knowledge sources violates the grounding requirement, fine-tuning a custom model is unnecessary and less flexible for frequently updated procedures, and relying on out-of-box Copilot does not ensure grounding or workflow integration.
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