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Microsoft AB-620 Exam Syllabus Topics:

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

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

1. Drag and Drop Question
You are configuring an agent in Copilot Studio for an organization. The organization uses Microsoft Dataverse, Dynamics 365, and SharePoint Online.
The agent must retrieve information from enterprise systems and internal documents. The agent must meet the following requirements:
- Must retrieve the current balance of a customer account stored in
Dataverse.
- Must retrieve the real-time shipping status of an order that updates
throughout the day in Dynamics 365.
- Must answer questions based on the content of a static PDF policy
document.
- Must provide a welcome message that does NOT depend on enterprise
data.
You need to configure the agent to meet the requirements.
How should the agent retrieve the data? To answer, move the appropriate solutions to the correct requirements. You may use each solution 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.


2. An agent must escalate to a live human agent when it cannot resolve a customer issue, and hand off full conversation context. Which node should you add to the topic?

A) End of conversation node
B) Redirect to another topic node
C) Adaptive card node
D) Escalate to a live agent (handoff) node


3. 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 an appropriate implementation related to the use of agent flows that is based on Blue Vender's design and compliance standards.
Which implementation method should you use for each scenario? To answer, move the appropriate implementation methods to the correct scenarios. You may use each implementation method 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.


4. Drag and Drop Question
You run the same fixed test set three times in Copilot Studio.
During evaluation, you observe the following:
- The same interaction fails in all three runs.
- Score values range from 0.58 to 0.61.
- The reasoning states that the response partially matches the expected answer.
- The knowledge source that is used is internal documentation.
- No tools are invoked.
You need to determine which conclusions are supported based on the evaluation results.
Which conclusions should you make? To answer, move the appropriate conclusions to the correct evaluation results. You may use each conclusion 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.


5. 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: Builders can change environment variable values directly in Copilot Studio to complete ALM configuration without administrative tools.
Does the solution meet the goal?

A) Yes
B) No


Solutions:

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

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