Plan AI-powered business solutions
Learning goals
- Evaluate where to use agents among task automation, data analysis and decision support
- Inspect the quality of grounding data (accuracy, relevance, freshness, cleanliness, availability)
- Outline a company-wide strategy based on the Cloud Adoption Framework AI adoption process and an AI CoE
- Perform ROI analysis including TCO and decide between build, buy and extend
Key points
- First classify “what the agent will do in that work”: task automation, data analysis or decision support. Decision support assumes a design that leaves the final decision to people.
- Inspect grounding data for accuracy, relevance, freshness, cleanliness and availability. If the data is not in order, agent quality will not improve.
- Follow the Cloud Adoption Framework AI adoption process to progress through strategy, planning, readiness and governance in stages.
- Decide by requirements whether extending Microsoft 365 Copilot is enough, building a custom agent in Copilot Studio is needed, or creating custom models in Foundry is needed.
- Establish a prompt library and prompt writing guidelines to align quality across departments. An AI CoE (Center of Excellence) is the core of promotion and governance.
- Evaluate ROI including TCO (licenses, development, operations, human review effort). Comparing build, buy and extend, and cost optimization with a model router, are also options.
Workplace uses
- SalesSeparate what Dynamics 365 Sales Copilot features cover from where a custom quoting agent is needed, and compare build costs.
- General AffairsInventory freshness and owners of internal policy data before using it for grounding. Clean up outdated policies first.
- AccountingEstimate invoice processing ROI by TCO including review effort and operating costs, not just time saved, and use it in the approval request.
Exam objectives (from the exam guide)
- Analyze requirements for AI-powered business solutions
- Design overall AI strategy for business solutions
- Evaluate the costs and benefits of an AI-powered business solution