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image https://learn.microsoft.com/en-us/training/achievements/generic-badge.svg
tags MS-4014, Reference
GA G-DXYJBX6BH8

MS-4014 Reference

Course

:::success Date: 20260810 Course ID: 103820 :::

:::info Course Survey: https://aka.ms/ms4014survey :::

Course Materials

Course MS-4014 English version

Course MS-4014 简体中文版本

Course MS-4014 正體中文版本

Infos

LxP portal

ESI Support

Links

M01 - Introduction to developing AI agents

Agent architecture principles and patterns

Agent architecture checklist

M02 - Choose tools and services for your agent on Microsoft's agent platform

Microsoft Foundry overview

Copilot Studio overview

Microsoft 365 Agents Toolkit overview

M365 Agents SDK overview

Foundry MCP tool connection

Foundry A2A endpoint guidance

Microsoft Agent Framework repo

Work IQ overview

Foundry IQ overview

Fabric IQ overview

Microsoft Agent 365 overview

M03 - Plan an AI agent solution

Plan your agent identity architecture

Foundry guardrails overview

Responsible AI for agent design

Videos

M01 - Introduction to developing AI agents

No. Name Link
01-01 What are AI agents? https://youtu.be/3zgm60bXmQk

M02 - Choose tools and services for your agent on Microsoft's agent platform

No. Name Link
02-01 Foundry Agent Service + Microsoft Agent Framework Explained https://youtu.be/iR7_57lJOz8
02-02 Microsoft 365 Copilot | Copilot Studio agent builder https://youtu.be/uo-vCFL96yQ

M03 - Plan an AI agent solution

No. Name Link
03-01 How Microsoft Engineers Build AI: Building and Evaluating Agents https://youtu.be/opAIBSooW9g

What could be next?

Follow-on path: Develop AI Agents on Azure

Follow-on path: Create agents in Microsoft Copilot Studio

Mind Map

# Introduction to building AI agents (MS-4014)
## M01 - Introduction to developing AI agents
### Definition and value
- [AI agents](https://learn.microsoft.com/en-us/training/modules/introduction-develop-ai-agents/) use AI to automate and execute business processes, collaborating with people or acting on their behalf.
- Retrieval, task-oriented, and autonomous agents form a continuum; requirements for multistep execution and continuous monitoring directly affect design complexity.
### Use cases and entry points
- Start by improving an existing process and turn efficiency bottlenecks, knowledge silos, or backlogs into a clear business outcome.
- Common scenarios recur across departments, including IT support, onboarding, customer service, and data analysis.
### Architecture components
- [Knowledge / Tools / Autonomy / Model / Orchestrator](https://learn.microsoft.com/en-us/agents/architecture/) form the core mental model; connected agents extend specialization and collaboration.
- Use the [agent architecture checklist](https://learn.microsoft.com/en-us/agents/architecture/checklist-agent-architecture) to clarify requirements, boundaries, and dependencies before discussing platforms.
## M02 - Choose tools and services for your agent on Microsoft's agent platform
### Development paths and platforms
- [Agent Builder](https://learn.microsoft.com/en-us/training/modules/build-solutions-microsoft-agent-platform/) is primarily no-code, [Copilot Studio](https://learn.microsoft.com/en-us/microsoft-copilot-studio/fundamentals-what-is-copilot-studio) is low-code, and [Microsoft Foundry](https://learn.microsoft.com/en-us/azure/foundry/what-is-foundry) provides greater customization and deployment control.
- Pro-code solutions require separate planning for the development platform, orchestration, and channels; greater flexibility brings clearer governance responsibility.
### Grounding and integration
- Select [Work IQ](https://learn.microsoft.com/en-us/microsoft-365/copilot/extensibility/work-iq/), [Foundry IQ](https://learn.microsoft.com/en-us/azure/foundry/agents/concepts/what-is-foundry-iq), and [Fabric IQ](https://learn.microsoft.com/en-us/fabric/iq/overview) by data domain instead of forcing every requirement into one service.
- [MCP](https://learn.microsoft.com/en-us/azure/foundry/agents/how-to/tools/model-context-protocol) standardizes agent connections to tools and data sources; Copilot Studio can use connectors, Power Automate, or REST, while pro-code treats Logic Apps, Functions, or OpenAPI as tools.
### Publishing, multi-agent solutions, and governance
- Channels are more than a UI choice: they determine publishing flows and default governance. Copilot Studio often inherits more Microsoft 365 controls, while Foundry requires explicit RBAC, logging, and policies.
- [A2A](https://learn.microsoft.com/en-us/azure/foundry/agents/how-to/tools/agent-to-agent#host-an-a2a-compatible-agent-endpoint) supports cross-framework or cross-organization collaboration; composite workflows in the Microsoft ecosystem should prioritize native integration and [Microsoft Agent Framework](https://github.com/microsoft/agent-framework) orchestration.
## M03 - Plan an AI agent solution
### Outcomes and success metrics
- Use the [M03 module page](https://learn.microsoft.com/en-us/training/modules/plan-design-ai-agent-solution/) to define a measurable business outcome and scope; success is a before-and-after comparison, not a feature list.
- Quality and business-value metrics both need baselines; without current-state data, improvement cannot be demonstrated.
### Data, workflows, and interaction
- Inventory data domains and knowledge sources before choosing a grounding strategy. A solution can combine services, but agents and data domains should be considered separately.
- Model the workflow as input → transform → output, then determine which steps use deterministic, generative, or hybrid patterns.
- Conversational and autonomous are the primary interaction patterns; define handoffs, escalations, and channel rules during design.
### Identity, governance, and Responsible AI
- Plan an [agent identity architecture](https://learn.microsoft.com/en-us/entra/agent-id/how-to-plan-agent-identity-architecture) for the operating model, including least privilege, sponsor/owner roles, and review cadence in the blueprint.
- Align [guardrails](https://learn.microsoft.com/en-us/azure/foundry/guardrails/guardrails-overview) to exposure surfaces and failure modes, and translate [Responsible AI](https://learn.microsoft.com/en-us/agents/design-guidelines/responsible-ai) into concrete design questions and checkpoints.

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