Vendor: Microsoft
Exam Code: AB-100
Exam Name: Agentic AI Business Solutions Architect
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QUESTION 1
Case Study 1 - Fabrikam, Inc
Background
Fabrikam, Inc., is a global consumer goods company that is undergoing a digital transformation initiative to migrate its
entire infrastructure to the Microsoft cloud. As a key element of this cloud migration, the company will implement
Microsoft Dynamics 365 Sales, moving away from the current on-premises proprietary technologies used by its
business-to-business (B2B) sales team.
As part of the cloud migration, Fabrikam will adopt an AI-first approach to its business solutions and implement AI
solutions, wherever possible, to streamline operations.
Problem Statements
Fabrikam's infrastructure currently relies on various on-premises systems that require sales executives to use corporate
computers with physical keyboards to access business information during customer interactions. Mobile phones cannot
be used for these purposes, as the systems depend on keyboard input. As a result, the sales executives spend a lot of
time using keyboards to search for data on several disparate systems and file servers, rather than focusing on the
customers. This affects the customer experience.
Fabrikam stakeholders are concerned that users will be hesitant to adopt AI. If the AI initiatives are NOT adopted, cost
savings will never be realized. Additionally, funding for future AI initiatives will depend on demonstrating an increase in
AI adoption month over month. As the AI agent initiative for the sales team will be the first for Fabrikam, the rapid
adoption of the agent is a high priority.
Planned Initiatives
General
Fabrikam management has prioritized AI-driven projects to improve efficiency, customer engagement, and responsible
AI adoption. The current application infrastructure is on-premises and must be migrated to the cloud to support the
adoption of these technologies.
Infrastructure Migration
Fabrikam plans to migrate from its current on-premises infrastructure to a completely cloud-based topology; this will
include user authentication, the security framework, and, primarily, the adoption of the services by end users.
All the data from the different systems will be consolidated into a single data source - a common data model that will
use a Microsoft Dataverse environment as a single source of truth (SSOT) for the sales team.
Sales Cycle Enablement
To achieve the company's objectives, Fabrikam intends to implement the following strategies to enhance the sales
cycle:
- Use low-code development to create a single AI agent that has Dataverse as its core
component.
- Ensure that sales managers can access unanswered correspondence from prospects and
intervene as appropriate.
- Replace the previous proprietary software with Dynamics 365 Sales to track sales
cycles and customer interactions.
- Have the sales executives use Dynamics 365 Sales to track interactions for open
opportunities and send follow-up communications to prospects.
- Have the sales executives use handsfree headsets to interact with an AI agent when
they have questions about internal policies or customer data.
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Requirements
Infrastructure Migration
Fabrikam has identified the following infrastructure migration requirements:
- Azure must be used for all future infrastructure workloads.
- The company must follow Microsoft-recommended methodologies for infrastructure
migration to the cloud.
- Any created AI agents must have their return on investment (ROI) calculated to ensure
that the solution will save the company money.
Sales Cycle Enablement
Fabrikam has identified the following requirements for sales cycle enablement:
- The final AI agent must follow Microsoft recommendations for a conversational user
experience.
- A designated checklist must be reviewed to ensure that the AI agent follows Microsoft
deployment recommendations for a compliant solution.
- Detailed telemetry must be logged for the first created AI agent to help troubleshoot
and optimize the agent during the initial AI agent adoption process.
- Unexpected AI agent actions must end in an escalation to a live representative. For
example, a sales executive must be rerouted to a representative if the agent cannot
answer a question after two failed attempts.
- The return on investment (ROI) of switching from the current process to the future
process is required for stakeholder sign off.
- The sales team must use Dynamics 365 Sales to correspond with prospects more quickly
and efficiently than currently.
- Sales managers must report on the adoption of the AI agent to key Fabrikam
stakeholders on a monthly basis.
- Any sensitive information, such as user IDs and names, shared via the AI agent must be
tracked for future auditing.
Which framework should you use for the infrastructure migration?
A. Microsoft Cloud Adoption Framework for Azure
B. Success by Design
C. Microsoft Power Platform Center of Excellence (CoE)
D. Microsoft Power Platform Project Setup Wizard
Answer: A
Explanation:
For migrating a legacy on-premises infrastructure to Microsoft Dynamics 365 Sales with Dataverse as the Single
Source of Truth (SSOT), the recommended framework is the Microsoft Cloud Adoption Framework for Azure (CAF),
specifically utilized in conjunction with the Data Management Framework (DMF) for Dynamics 365.
This combined approach ensures a structured transition by focusing on both the strategic adoption of cloud technology
and the technical, granular migration of data.
Recommended Framework: Microsoft Cloud Adoption Framework (CAF)
The CAF provides a holistic structure to ensure the migration is secure, compliant, and aligned with business goals.
Plan: Assess legacy data, prioritize workloads, and define the SSOT requirements.
Ready: Set up the Dataverse environment (landing zone) and configure security (Azure Active Directory/Microsoft Entra
ID).
Adopt (Migrate): Perform the technical migration of data using ETL (Extract, Transform, Load) processes.
Scenario:
Infrastructure Migration
Fabrikam plans to migrate from its current on-premises infrastructure to a completely cloud-based topology; this will
include user authentication, the security framework, and, primarily, the adoption of the services by end users.
All the data from the different systems will be consolidated into a single data source - a common data model that will
use a Microsoft Dataverse environment as a single source of truth (SSOT) for the sales team.
Background
Fabrikam, Inc., is a global consumer goods company that is undergoing a digital transformation initiative to migrate its
entire infrastructure to the Microsoft cloud. As a key element of this cloud migration, the company will implement
Microsoft Dynamics 365 Sales, moving away from the current on-premises proprietary technologies used by its
business-to-business (B2B) sales team.
Reference:
https://learn.microsoft.com/en-us/azure/cloud-adoption-framework/overview