AB-620 Agent Builder Cheat Sheet

Cheat sheet AB-620 Agent Builder Cheat Sheet Practice Questions Study Guide Print / Save PDF

Plan and configure agent solutions 30-35% of exam Agent Building Blocks Orchestration Modes Topic Triggers Topic Canvas Nodes Variables and Entities Agent Flows Authentication Options Channels and Publishing

Integrate and extend agents in Copilot Studio 40-45% of exam Knowledge Sources Knowledge Limits Tool Types MCP and Computer Use Multi-Agent Collaboration Azure Integration

Test and manage agents 20-25% of exam Evaluation Test Methods Monitor Metrics ALM and Solutions Data Policy Connectors Copilot Credits

Quick Facts Exam AB-620 Credential AI Agent Builder Associate Time 120 min Pass 700/1000 scaled Level Intermediate associate Delivery Pearson VUE proctored Price Set by country/region Renewal Free annual assessment Retake 24 hours, then 14 days Blueprint April 9, 2026 Heaviest area Integrate and extend 40-45%

Domain Weight Order PL PIT: Plan 30, Integrate 40, Test 20 Plan 30-35% Integrate 40-45% Test 20-25% Integrate is heaviest

Generative vs Classic Orchestration PL

Generative Model picks topics and tools Descriptions drive selection Generates questions and replies 25 knowledge sources searched

Classic Trigger phrases pick one topic Tools called only from topics You author every message Four websites, four SharePoint URLs Descriptions select; phrases match

Pick an Authentication Option PL Anonymous public website agent → No authentication ( No user credential tools ) Teams and Microsoft 365 only → Authenticate with Microsoft ( Zero configuration Entra ) Custom website needs sign-in → Authenticate manually ( Entra ID or OAuth ) Topic needs an access token → Authenticate manually ( User.AccessToken variable ) Control who can chat → Require users to sign in ( Entra ID sharing ) Certificate based identity → Entra ID V2 certificates ( Key Vault URL )

Agent Building Blocks PL Instructions Agent-level natural language guidance Knowledge Grounding data for answers Tools Actions the agent calls Topics Authored conversation paths Triggers What starts a topic Child agent Lightweight subagent inside agent Connected agent Separate reusable published agent Agent flow Deterministic rule-based automation Solution Dataverse container for ALM

What Generative Orchestration Picks PL KATT: Knowledge, Agents, Tools, Topics Knowledge sources Child and connected agents Tools Topics Descriptions decide

Topic vs Tool PL

Topic Authored conversation path Nodes on a canvas Always has a trigger

Tool Calls an external system Inputs filled by AI Reusable across topics Topic talks; tool acts

Pick a Deployment Channel PL Internal employees in Teams → Teams and Microsoft 365 ( Microsoft authentication ) Stakeholder feedback round → Demo website ( Not for production ) Public customer website → Custom website ( Direct Line channel ) Native mobile application → Mobile app ( Direct Line API ) Contact centre handoff → Omnichannel for Customer Service ( Dynamics 365 ) Consumer messaging → WhatsApp ( Separate channel connector ) Slack, Telegram, email → Azure Bot Service channels ( Configured in Azure )

Orchestration Modes PL Generative Model picks topics, tools, knowledge Default Classic Trigger phrases pick one topic Descriptions Drive generative selection accuracy Multi-intent Generative chains several steps Plan Ordered steps for one turn Activity map Test view of steps Admin off switch Environment can force classic Conversational boosting Skipped under generative orchestration Prebuilt agent Its config sets the mode

Three Authentication Choices PL NMM: None, Microsoft, Manual No authentication Authenticate with Microsoft Authenticate manually

Microsoft vs Manual Authentication PL

Authenticate with Microsoft Zero configuration Entra ID Teams and Microsoft 365 Only User.Id, User.DisplayName

Authenticate manually Any channel supported Entra ID or generic OAuth Adds User.AccessToken, User.IsLoggedIn Need a token, go manual

Topic Triggers PL The agent chooses Generative default, description match User says a phrase Classic default, trigger phrases A message is received Any user message activity A custom client event occurs Event activity, filter by name An activity occurs Any activity type received The conversation changes Conversation update, user joins It's invoked Teams invoke activity received It's redirected to Called explicitly by another topic User inactive for a while Fires after configured inactivity A plan completes All planned steps finished AI response generated Fires before orchestration reply sent Priority Overrides default execution order

Agent Flow vs Cloud Flow PL

Agent flow Built in Copilot Studio Consumes Copilot Credits 13 credits per 100 actions

Power Automate cloud flow Power Automate licensing Not subject to enforcement Conversion is one way Credits versus Power Automate licensing

Topic Canvas Nodes PL Message Send text or card Question Ask and store answer Condition Branch on a value Set variable value Assign literal, variable, formula Parse value Convert JSON to record Clear variable values Can clear conversation history Redirect Call another topic or agent End all topics Cancels remaining planned steps Generative answers Advanced node searching knowledge Send HTTP request Direct REST call from topic Adaptive card Rich card inside message Add a tool Call tool explicitly from topic

Variables and Entities PL Topic variable Scoped to one topic Global variable Shared across the session System variable Platform supplied, Activity.Text Environment variable Per-environment setting for ALM Key Vault secret Environment variable pointing at vault Prebuilt entity Person name, City, Date Custom entity Closed list or regex Receive values Accept input from other topics Return values Pass output to caller Unknown type Variable set before value assigned Custom entity gap Not tool or topic inputs

Agent Flows PL Deterministic Same input, same output When an agent calls the flow Trigger exposing flow as tool Human in the loop Approval or information request Built-in tools Loops, branches, data operations AI capabilities Prompts, agent calls, replies Connectors Microsoft, third-party, custom Input and output parameters Passed to and from agent Convert cloud flow One-way switch, cannot reverse Test runs Do not consume capacity

Authentication Options PL No authentication Anyone with the link Authenticate with Microsoft Entra ID, Teams focused Authenticate manually Any channel, full token Entra ID V2 Secret, certificate or federated Generic OAuth 2 Any compliant identity provider Require users to sign in Manual authentication only setting User.Id Available in both Microsoft options User.AccessToken Manual authentication only Publish to apply Auth changes need a publish Tool credentials End user or maker-provided

Channels and Publishing PL Teams and Microsoft 365 Copilot Default with Microsoft authentication SharePoint Publish inside SharePoint sites WhatsApp Messaging channel, separate connector Demo website Stakeholder testing, not production Custom website Embed on your site Mobile app Custom application via Direct Line Facebook Messenger channel connector Azure Bot Service channels Slack, Telegram, Twilio, Email Publish first Channels appear after first publish Session timeout New content after 30 minutes

Child vs Connected Agent BU

Child agent Lives inside the main agent Shares settings and publishing Delete removes it

Connected agent Separate agent, own settings Own channels and ALM Disconnect leaves it intact Reuse and publish means connected

Pick a Knowledge Source BU Public web pages you own → Public website ( Bing indexed ) Files stored in SharePoint → SharePoint ( Entra user auth ) Ad hoc reference documents → Documents ( Uploaded to Dataverse ) Records in Dataverse tables → Dataverse ( Up to 15 tables ) ServiceNow, SAP, Confluence → Copilot connectors ( Indexed in Graph ) Live data, no index → Power Platform connectors ( Real-time knowledge ) Your own vector index → Azure AI Search ( One index only ) Open internet answers → Web Search ( Generative mode only )

Knowledge Sources BU Public website Bing results limited to sites Documents Files uploaded to Dataverse SharePoint Graph search over sites Dataverse Retrieval over environment tables Copilot connectors External data indexed in Graph Power Platform connectors Real-time connector knowledge Azure AI Search Your own vector index Web Search Grounding with Bing Search Official source Trusted, classic orchestration only Allow ungrounded responses Permits model general knowledge

Copilot vs Power Platform Connectors BU

Copilot connectors Index data into Microsoft Graph Permission trimmed grounding Admin configures the connector

Power Platform connectors Call APIs as tools Also real-time knowledge Maker adds a connection Indexed knowledge versus live calls

Pick an Extension Method BU Call one REST endpoint → REST API tool ( Endpoints become tools ) Reuse an existing connector → Custom connector ( Share with organization ) Server exposes many tools → Model Context Protocol ( Tools refresh automatically ) Deterministic multi-step process → Agent flow ( Same input, same output ) No API exists → Computer use ( Screen automation ) Single model instruction → Prompt tool ( One turn only ) External agent framework → A2A agent ( Endpoint plus agent card ) Group skills inside agent → Child agent ( No separate publishing )

Knowledge Limits BU Websites generative 25 websites Websites classic Four public URLs SharePoint generative 25 URLs SharePoint classic Four URLs per node Dataverse classic Two sources, 15 tables each Connectors classic Two per custom agent Over 25 sources Model filters which to search Uploaded files Exempt from the 25 limit Teams citations At most 20 per response Semantic search files 512 MB PDF, PPTX, DOCX

MCP vs A2A BU

MCP Server exposes tools, resources Your agent still reasons Built on custom connectors

A2A Delegates a task outward Remote agent reasons Multiturn with chat history Call tools versus delegate tasks

Tool Types BU Prompt Single-turn model call Agent flow Deterministic multi-step automation Computer use Drives websites and desktop apps Custom connector Your own Power Platform connector Model Context Protocol Connect to an MCP server REST API Endpoints added as tools Prebuilt connector Thousands of ready APIs Skills Azure Bot Service container Client tools Event handled by client Tool limit 128 maximum per orchestrator Recommended tools 25 to 30 per agent Ask before running Confirmation prompt, off by default

MCP and Computer Use BU MCP tools Supported, callable functions MCP resources Supported, file-like context MCP prompts Not supported today Dynamic refresh Server changes appear automatically MCP prerequisite Generative orchestration must be on CUA Vision model driving the screen Machine Power Automate managed target machine Access control Allow list of sites, apps Enforce HTTPS Blocks plain HTTP sites Stored credentials Internal storage or Key Vault Human supervision Email reviewer for risky instructions Credits per step 5 standard, 15 premium

Multi-Agent Collaboration BU Child agent Lives inside the main agent Connected agent Separate agent, own settings Foundry agent Preview, Microsoft Foundry connection Fabric data agent Preview, no topic redirect A2A agent Endpoint URL plus authentication Agents SDK agent Preview, Activity protocol Agent card Well-known metadata for A2A A2A authentication None, API key, OAuth Split threshold Above 30 to 40 choices No chaining Main agent cannot be connected Cost of splitting Extra hops add latency

Azure Integration BU Azure AI Search One vector index per connection Integrated vectorization Same model embeds query Semantic ranker Optional Azure-side relevance boost Search auth types Key, certificate, principal, Entra metadata_storage_path Index field used as citation Foundry model catalog Model choice for custom prompts Application Insights Connection string in Advanced settings Enable logging Logs incoming and outgoing messages Node execution events Event per topic node run designMode Custom dimension marking test chat Copilot Studio Dashboard Built-in Application Insights workbook Virtual network Private endpoint indexes supported

Copilot Credit Ladder MA 1 classic, 2 generative, 5 action, 10 graph Classic answer 1 Generative answer 2 Agent action 5 Tenant graph 10 Flow 13 per 100

Environment vs Solution MA

Environment Dataverse container and boundary Development, test, production Holds capacity and policies

Solution Package of components Moves between environments Managed downstream, unmanaged in dev Environment hosts; solution travels

Pick an Evaluation Method MA No single correct answer → General quality ( Default method ) Same idea, different wording → Compare meaning ( Set a pass score ) Right tool must fire → Tool use ( Pass or fail ) Answer must contain terms → Keyword match ( Any or all ) Wording must match closely → Text similarity ( Cosine score ) Codes or fixed phrases → Exact match ( Character for character ) Your own compliance rule → Custom ( Instructions plus labels )

Evaluation Test Methods MA General quality Relevance, groundedness, completeness, abstention Default Compare meaning Intent similarity to expected answer Tool use Expected tools or topics used Keyword match Any or all keywords present Text similarity Cosine similarity of wording Exact match Character for character match Custom Your instructions and labels Pass score Threshold, default 50 Test set types Single response or conversation Invalid result Missing expected answer or tools

Conversation Outcome Buckets MA REAU: Resolved, Escalated, Abandoned, Unengaged Resolved confirmed or implied Escalated has three reasons Abandoned after timeout Unengaged never started

Test Panel vs Demo Website MA

Test panel Authoring-time chat Activity map available Excluded from Monitor analytics

Demo website Needs a publish first Share with stakeholders only Not for production traffic Build in test; validate published

Monitor Metrics MA Resolved confirmed User confirmed successful end Resolved implied Timed out, no active plan Escalated Escalate topic or transfer node Abandoned Engaged session timed out Unengaged Session never became engaged System intended Business rule escalation, expected System unintended Threshold escalation, user stuck User requested User asked for human CSAT Survey score out of five Answer rate Answered versus unanswered questions Data retention 360 days, transcripts 28 Test panel Excluded from Monitor analytics

ALM Promotion Order MA SEP: Solution, Environment variable, Pipeline Work inside a solution Environment variables for settings Pipelines to promote Export as managed

ALM and Solutions MA Solution Container that moves components Publisher prefix Always use a custom publisher Unmanaged Development environment only Managed Export for test, production Environment variable Value set per environment Connection reference Environment-specific connection pointer Power Platform Pipelines In-product deployment for makers Azure DevOps Enterprise CI/CD with build tools Three environments Development, test, production Component collection Reusable topics, tools, knowledge Not solution-aware App Insights, manual auth, channels Sharing Reapply after every deployment

Data Policy Connectors MA Data groups Business, Non-business, Blocked Chat without Entra ID auth Block to require sign-in Direct Line channels Demo, custom site, mobile Knowledge source connectors SharePoint, websites, documents Microsoft Copilot Studio Blocks event triggers, evaluations Skills with Copilot Studio Blocks Bot Service skills HTTP Blocks Send HTTP request Application Insights connector Blocks agent telemetry export Endpoint filtering Allow or deny specific URLs Analytics Viewer Monitor page access only Bot Transcript Viewer Needed to read transcripts

Copilot Credits MA Classic answer 1 credit Generative answer 2 credits Agent action 5 credits Tenant graph grounding 10 credits Agent flow actions 13 per 100 actions Premium AI tool 100 credits per 10 responses Computer use step 5 standard, 15 premium M365 Copilot users Employee scenarios at no charge Overage enforcement Agents disabled at 125% Flow enforcement Blocks new runs only Pay-as-you-go Azure meter avoids enforcement

Common Traps

700 scaled, not 70 percent 700 of 1,000 scaled ≠ Not 70% of items

Generative 25, classic 4 Generative mode: 25 websites ≠ Classic mode: four URLs

Knowledge is not a tool Knowledge grounds the answer ≠ Tools take an action

Child agent is not connected Child cannot publish separately ≠ Connected has own ALM

MCP is not A2A MCP exposes tools, resources ≠ A2A delegates whole tasks

Agent flow is not cloud flow Agent flow bills Copilot Credits ≠ Cloud flow uses Power Automate

Save is not publish Auth and channels need publish ≠ Users get last published version

Not everything travels in solutions App Insights, manual auth excluded ≠ Channels and sharing reapplied

Authenticate with Microsoft limits channels Teams and Microsoft 365 focused ≠ Other channels need manual auth

Enforcement thresholds differ Agents disabled above 125% ≠ Agent flows blocked at 100%

Last Minute 1 . Plan 30-35, Integrate 40-45, Test 20-25 2 . Pass = 700 of 1,000 scaled 3 . 120 minutes, Pearson VUE, proctored 4 . Generative = descriptions; classic = trigger phrases 5 . Knowledge grounds; tools act 6 . MCP = tools; A2A = agents 7 . Child agent inside; connected agent separate 8 . Computer use needs generative orchestration 9 . Auth changes apply only after publish 10 . Credits: 1, 2, 5, 10, 13 11 . General quality is default evaluation 12 . Outcomes: Resolved, Escalated, Abandoned, Unengaged 13 . Environment variables carry per-environment settings 14 . Export managed to test, production 15 . First retake after 24 hours 16 . Certification renews free every year 17 . Blueprint dated April 9, 2026

Microsoft AI Agent Builder Associate (AB-620, Copilot Studio) Practice Questions 100 questions Study Guide 47 topics Cheat Sheet 205 facts Flashcards 50 cards Shorts 1 short Free CE Podcast

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