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Microsoft AB-620 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Plan and configure agent solutions30–35%- Configure agent foundations
  • 1. Configure knowledge sources and data connections
  • 2. Define topics, triggers, and conversation flows
  • 3. Design agent identity, personality, and instructions
  • 4. Set up environment variables and configuration settings
- Plan an agent solution
  • 1. Define responsible AI and governance strategy
  • 2. Plan channels and deployment options
  • 3. Evaluate security, compliance, and data privacy considerations
  • 4. Identify business requirements and use cases
Topic 2: Build and extend agents in Copilot Studio40–45%- Integrate with services and systems
  • 1. Integrate with Microsoft Foundry and MCP servers
  • 2. Connect to APIs, custom connectors, and Dataverse
  • 3. Implement multi-agent solutions and orchestration
  • 4. Connect to Microsoft 365, Azure, and external enterprise systems
- Develop agent flows and logic
  • 1. Design adaptive cards and user interfaces
  • 2. Create and modify conversation flows
  • 3. Implement conditional logic and branching
  • 4. Use Power Fx expressions and functions
- Implement advanced capabilities
  • 1. Configure retrieval-augmented generation (RAG)
  • 2. Customize models and prompt engineering
  • 3. Implement computer-use and advanced action agents
  • 4. Add tools, actions, and automation
Topic 3: Test, deploy, and manage agents20–25%- Deploy and manage agent lifecycle
  • 1. Update, version, and retire agents
  • 2. Monitor usage, performance, and health
  • 3. Prepare solutions for deployment
  • 4. Implement application lifecycle management (ALM)
- Test and validate agent performance
  • 1. Measure accuracy, relevance, and safety
  • 2. Create test cases and evaluation datasets
  • 3. Debug and resolve errors or unexpected behavior

Microsoft Designing and Building Integrated AI Agent Solutions in Copilot Studio Sample Questions:

1. Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear on the review screen.
A team is implementing ALM for agents in Copilot Studio across multiple environments.
The team requires a consistent way to manage and transport agent assets.
You need to recommend a solution that supports creation and use of ALM scenarios for agents in Copilot Studio.
Solution: Publishing an agent to a channel is the required ALM container for transporting agents between environments.
Does the solution meet the goal?

A) No
B) Yes


2. 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.
You need to configure the Blue Yonder Copilot agent's responses in accordance with the company's content control and platform requirements.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

A) Configure prompt instructions that include disclaimer text.
B) Duplicate disclaimer text across reusable topics.
C) Use Markdown syntax within response content.
D) Add required disclaimer text inside each individual topic.
E) Insert HTML formatting directly into topic responses.


3. Hotspot Question
A team deploys Copilot Studio solutions by using Power Platform Pipelines.
You must configure a deployment strategy that meets the following requirements:
- Ensure that the solutions deploy in dev, test, and production
environments in order.
- Identify missing connection references or environment variables
before the deployment process begins.
- Manage all pipeline stages and security from a single, unified
location for all linked environments.
You need to configure the pipeline to meet the requirements.
What should you configure for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.


4. A company must enable an agent in Copilot Studio to execute operations exposed by an external MCP server.
The MCP server publishes callable tools and requires authentication.
The agent must be able to invoke MCP tools during conversations.
You need to configure MCP tools so the agent can execute MCP tool calls.
What should you do?

A) Publish the agent and rely on default settings for tool availability.
B) Enable generative answers so the model can automatically invoke MCP tools.
C) Add the MCP server to the agent's tool configuration.
D) Upload documentation about the MCP server so the agent can answer questions about it.


5. Drag and Drop Question
A company is building a Copilot Studio solution that must answer policy questions, retrieve operational metrics from structured data, and execute authenticated updates in backend systems.
The company decides to use multiple specialized agents rather than a single monolithic agent.
Custom agents for each action already exist.
To meet the business needs, the solution must meet the following requirements:
- The solution must retrieve up to date metrics from structured data.
- The solution must answer policy questions using curated knowledge.
- The solution must execute authenticated updates during conversations.
You need to select the appropriate agent design for each requirement.
Which approach should you use for each requirement? To answer, move the appropriate configurations to the correct 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.


Solutions:

Question # 1
Answer: A
Question # 2
Answer: A,C
Question # 3
Answer: Only visible for members
Question # 4
Answer: C
Question # 5
Answer: Only visible for members

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