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Microsoft

Architect AI solutions for business productivity

Microsoft via Microsoft Learn

Overview

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  • Learn how to align AI solutions with business goals, scale AI adoption, and use Microsoft AI technologies for enterprise success.

    After completing this module, you will be able to:

    • Explain the architect's role in driving AI adoption and transformation.
    • Identify key responsibilities of an AI architect in business contexts.
    • Understand how architects align AI solutions with organizational goals.
    • Apply best practices for scaling AI across enterprise environments.
    • Identify core Microsoft AI services and tools.
    • Explore Microsoft Copilot solutions and their business value.
    • Understand how generative AI unlocks productivity in enterprise environments.
    • Identify OOB Microsoft AI agent resources available for business solutions.
  • Learn to analyze, design, and implement AI-powered business solutions using agents, generative AI, and Microsoft Copilot for productivity.

    After completing this module, you will be able to:

    • Explain how AI agents support task automation, data analytics, and decision-making.
    • Describe the role of Microsoft Copilot and generative AI in enhancing productivity.
    • Assess scenarios where AI agents add measurable value to enterprise environments.
    • Evaluate grounding data quality across accuracy, relevance, timeliness, cleanliness, and availability.
    • Organize business solution data for AI readiness and scalable consumption.
  • Learn to design an enterprise AI strategy using Azure's Cloud Adoption Framework. Align AI agent lifecycle with business goals for operational excellence.

    After completing this module, you'll be able to:

    • Map CAF's AI adoption phases to the AI agent lifecycle.
    • Design an enterprise-ready operating model for AI agents.
    • Select and apply Microsoft platforms for AI solutions.
    • Utilize checklists to transition AI workloads from proof of concept to production.
  • Learn to assess costs and benefits of AI solutions. Develop ROI analyses, evaluate TCO, and decide to build, buy, or extend AI components.

    After completing this module, you will be able to:

    • Define ROI criteria and evaluate total cost of ownership (TCO) for AI solutions.
    • Create a comprehensive ROI analysis for AI-powered business processes.
    • Analyze and decide whether to build, buy, or extend AI components.
    • Implement model routing strategies to optimize AI performance and cost.
  • Learn to design AI agents tailored to business needs using Dynamics 365 and Copilot. Explore Responsible AI, custom connectors, and integration strategies.

    After completing this module, you will be able to:

    • Apply Responsible AI principles to AI agent design.
    • Configure business terms and customize Copilot in Dynamics 365.
    • Design custom connectors and integrate AI agents with Dynamics 365 Contact Center.
    • Build task-focused and autonomous agents using Copilot Studio.
    • Implement prompt-driven conversational agents with adaptive responses.
  • Learn to design scalable, secure, and customizable AI solutions using Microsoft platforms. Explore extensibility strategies for enterprise AI.

    After completing this module, you will be able to:

    • Design scalable and secure AI solutions using Microsoft platforms.
    • Leverage custom models in Microsoft Foundry.
    • Design and operationalize agents in Microsoft 365 Copilot.
    • Extend agent capabilities using Copilot Studio and Model Context Protocol (MCP).
    • Apply governance and lifecycle management for AI solutions.
  • Learn to orchestrate, configure, and extend AI-driven experiences in Dynamics 365 and Microsoft 365 Copilot for finance, supply chain, and customer service.

    After completing this module, you will be able to:

    • Orchestrate AI features and Copilot agents across Dynamics 365 and Microsoft 365 applications.
    • Design secure, compliant, and extensible AI solutions.
    • Configure and operationalize prebuilt Copilot agents for finance, supply chain, sales, and service scenarios.
    • Apply best practices for responsible AI, workflow integration, and success measurement.
  • Learn to monitor, analyze, and tune AI agents for reliability, performance, and continuous improvement in enterprise environments.

    After completing this module, you'll be able to:

    • Establish monitoring frameworks for AI agents.
    • Apply industry tools and processes for observability.
    • Analyze backlogs and user feedback for actionable insights.
    • Apply AI-based diagnostic and tuning methods.
    • Monitor performance and metrics to optimize agent workflows.
  • Learn to validate and maintain AI-powered business solutions with structured testing frameworks, metrics, and governance for enterprise reliability.

    After completing this module, you'll be able to:

    • Design structured testing processes for AI agents, custom models, and multi-application scenarios.
    • Define measurable validation criteria for performance, safety, and compliance.
    • Implement scalable testing strategies using Copilot for consistency and coverage.
    • Ensure AI solutions align with enterprise goals and remain trustworthy throughout their lifecycle.
  • Learn to design ALM processes for AI solutions, ensuring governance, security, and consistency across development, testing, and production.

    After completing this module, you will be able to:

    • Design ALM processes for AI components like datasets, prompts, and models.
    • Establish governance, security, and monitoring across environments.
    • Ensure consistent and compliant AI behavior from development to production.
  • Learn to design secure, governed, and compliant AI systems that align with organizational policies and Responsible AI principles.

    After completing this module, you will be able to:

    • Design AI systems that balance innovation with accountability.
    • Apply identity, access control, and data governance to secure AI agents.
    • Implement observability and threat protection for AI solutions.
    • Translate compliance requirements into technical controls.
    • Mitigate vulnerabilities across prompts, models, and workflows.

Syllabus

  • Introduction to agentic AI business solutions
    • Introduction
    • Drive AI transformation with architect strategies
    • Explore Microsoft AI technologies for business
    • Identify Microsoft AI technologies for business solutions
    • Identify out-of-box Microsoft AI agent resources for business solutions
    • Identify out-of-box Microsoft AI agents for business
    • Module assessment
    • Summary
  • Analyze requirements for AI-powered business solutions
    • Introduction
    • Assess the use of agents in task automation, data analytics, and decision-making
    • Review data for grounding accuracy, relevance, timeliness, cleanliness, and availability
    • Organize business solution data for AI systems
    • Module assessment
    • Summary
  • Design overall AI strategy for business solutions
    • Introduction
    • Implement AI adoption process with Azure
    • Design AI agents for business solutions
    • Design a multi-agent solution
    • Develop use cases for prebuilt Microsoft 365 Copilot agents
    • Define solution rules and constraints for AI components
    • Determine generative AI knowledge sources for agents built in Copilot Studio
    • Determine when to build custom agents or extend Microsoft 365 Copilot
    • Determine when custom AI models should be created
    • Provide guidelines for creating a prompt library
    • Develop use cases for customized small language models
    • Provide prompt engineering guidelines and techniques
    • Identify key business user roles for AI workloads
    • Evaluate regional and local AI data regulation compliance requirements
    • Include elements in a Microsoft AI Center of Excellence
    • Design AI solutions using multiple Dynamics 365 apps
    • Design user prompt training for AI solution adoption
    • Module assessment
    • Summary
  • Evaluate costs and benefits of AI solutions
    • Introduction
    • Evaluate ROI criteria for AI-powered solutions
    • Create ROI analysis for a proposed AI solution
    • Analyze whether to build, buy, or extend AI components
    • Implement a model router to intelligently route requests to the most suitable model
    • Module assessment
    • Summary
  • Design AI agents for business solutions
    • Introduction
    • Define core tenets of responsible AI guidelines for AI business solutions
    • Design business terms for Copilot in Dynamics 365 Customer Service
    • Design customizations for Copilot in Dynamics 365 apps
    • Design connectors for Copilot in Dynamics 365 Sales
    • Design AI agents for Dynamics 365 Contact Center
    • Design task agents in Microsoft Copilot Studio
    • Design autonomous agents in Copilot Studio
    • Design prompt-driven agents using Copilot Studio
    • Propose Foundry tools given a requirement
    • Propose code first generative pages and agent feed applications
    • Design topics for Copilot Studio, including fallback
    • Design data processing workflows for grounded AI
    • Design business processes with AI in Power Apps canvas apps
    • Apply the Microsoft Power Platform Well-Architected Framework to intelligent application workloads
    • Determine the use of standard natural language processing
    • Design agents and agent flows with Copilot Studio
    • Design prompt actions in Copilot Studio
    • Define success criteria and adoption goals for AI business solutions
    • Module assessment
    • Summarize AI agent design for business solutions
  • Design extensibility of AI solutions
    • Introduction
    • Design AI solutions with custom models in Microsoft Foundry
    • Design agents in Microsoft 365 Copilot
    • Design extensible agents in Microsoft Copilot Studio
    • Design extensible agents using MCP in Copilot Studio
    • Design agents to automate tasks in apps and websites with Computer Use in Copilot Studio
    • Design agent behaviors in Copilot Studio
    • Optimize solution design for agents in Microsoft 365
    • Module assessment
    • Summary
  • Orchestrate configuration of prebuilt agents and apps
    • Introduction
    • Design AI solutions for Dynamics 365 Customer Service
    • Propose Microsoft 365 agents for business scenarios
    • Orchestrate and configure Microsoft 365 Copilot for sales and service
    • Propose Microsoft Power Platform AI features
    • Design interoperable agent experiences for Finance and Operations
    • Recommend process knowledge sources for in-app help in Dynamics 365
    • Orchestrate AI features in Dynamics 365 Finance and Supply Chain
    • Module assessment
    • Summary
  • Monitor, analyze, and tune AI agents
    • Introduction
    • Recommend process tools for monitoring agents
    • Analyze backlog and user feedback for AI agent usage
    • Apply AI-based tools to analyze, identify issues, and perform tuning
    • Monitor AI agent performance metrics
    • Interpret telemetry data to tune AI performance
    • Module assessment
    • Ensure reliable AI agent operations
  • Manage testing AI-powered business solutions
    • Introduction
    • Recommend process metrics for testing AI agents
    • Create validation criteria for custom AI models
    • Validate effective Copilot prompt best practices
    • Design end-to-end test scenarios for AI solutions using multiple Dynamics 365 apps
    • Build a strategy for creating test cases using Copilot
    • Module assessment
    • Summary
  • Design ALM process for AI-powered business solutions
    • Introduction
    • Design an ALM process for data used in AI models and agents
    • Design an ALM process for Copilot Studio agents, connectors, and actions
    • Design ALM processes for Microsoft Foundry agents
    • Design an ALM process for custom AI models
    • Design an ALM process for AI in Dynamics 365 Finance and Supply Chain
    • Design ALM processes for AI in Dynamics 365 apps
    • Module assessment
    • Summary
  • Design responsible AI security, governance, risk management, and compliance
    • Introduction
    • Design security agents for Microsoft clouds
    • Design governance models for AI agents
    • Design model security for responsible AI
    • Analyze AI vulnerabilities and mitigations for prompt manipulation
    • Review solution adherence to Responsible AI principles
    • Validate data residency and movement compliance
    • Design access controls for grounding data and model tuning
    • Design audit trails for changes to models and data
    • Module assessment
    • Summary

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