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Practice flashcards covering Microsoft 365 Copilot features, agents, prompt strategies, and responsible AI principles based on the certification practice test.
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Which Copilot agent is best suited for qualitative research involving documents, reviews, blogs, news, and trends?
Researcher Agent
What is the primary purpose of Microsoft 365 Copilot agents?
To automate repetitive tasks and personalize workflows.
What action can a user take to remove old, irrelevant chat conversations?
Delete the chats (or discard them).
Where can a user share a specific prompt with a Microsoft Team so all members can access it quickly?
Prompt Gallery
Which feature should a sales manager use to receive updates automatically every Tuesday morning at 9:00 AM?
Schedule the prompt to run automatically
What is the most efficient way to find a past conversation about a specific campaign by name?
Search chats by keywords
Which tool is designed to combine multiple files and chats over a long period for ongoing projects?
Notebook
In which location are saved prompts stored for manual reuse?
Prompt Gallery
What are the four principles of Microsoft's responsible AI framework mentioned in the transcript?
Fairness, Privacy and Security, Transparency, and Accountability.
How does the Copilot side pane manage context when a user moves between different Microsoft 365 applications?
The Copilot side pane remembers previous chats and allows the user to continue those conversations without losing context.
Which agent is described as quantitative and ideal for numbers, graphs, Python-based calculations, and anomaly detection?
Analyst Agent
What are three accurate descriptors of Microsoft Graph's role within Copilot?
It acts as the connection layer to email and files, enforces user permissions, and is the same service Microsoft 365 already uses.
What are the four key aspects of effective prompt writing for Copilot?
Context (why), Goal (what), Source (information used), and Expectations (how Copilot responds).
True or False: Copilot can summarize financial projections in a SharePoint folder even if the user does not have permission to access that folder.
False (User permissions are always enforced; Copilot never elevates access).
What are the two available methods for building custom agents in M365 Copilot?
Describe (using natural language) and Configure (manual setup).
How can a user reference a document in Copilot Chat without having the file open?
By using the file reference directly in the chat.
What specific option must be selected to have a scheduled prompt's results sent to a user’s inbox?
Receive an email when responses are ready
What is the key differentiator between Microsoft 365 Copilot and generic AI chatbots?
It can interact directly with Microsoft 365 applications like Word, Excel, Outlook, and Teams.
What technology enables Copilot to base its responses on actual company data rather than general internet info?
Retrieval-Augmented Generation (RAG)