Dynamics 365 Copilot Studio Knowledge Sources for In-App Help
Short answer
Custom knowledge sources: Must be included. AI general knowledge: Must be disabled.
Question
HOTSPOT
You are designing an AI strategy for Microsoft Dynamics 365 finance and operations apps. You are evaluating the use of Microsoft Copilot Studio to provide in-app help and guidance based on generative AI general knowledge.
You need to recommend which knowledge sources to include in the generative help and guidance agent. The solution must minimize the risk of generating inaccurate responses.
What should you recommend? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Key Takeaways
The question tests the balance between grounding an agent in trusted data versus relying on broad LLM capabilities, where minimizing risk requires disabling general knowledge and enabling custom sources.
This analysis addresses configuring Microsoft Copilot Studio in Dynamics 365 to minimize hallucinations while providing generative AI help. It establishes that custom knowledge must be included while general knowledge should be disabled.
Common mistake: Candidates often select 'Must be enabled' for both options because the prompt mentions 'generative AI general knowledge', failing to realize that this specific type of knowledge is the primary source of inaccuracies in business contexts.
Expert Analysis
Why the Answer Is Correct
To minimize the risk of generating inaccurate responses (hallucinations) in a business environment, you must ground the agent in verified, organization-specific content. Therefore, Custom knowledge sources must be included (selected as 'Must be included') so the agent can reference internal documentation and processes. Conversely, AI general knowledge provides broad but unverified information from the public internet or base model training, which poses a high risk of inaccuracy for specific business tasks; thus, it must be excluded ('Must be disabled').Why Other Candidate Answers Are Wrong
Selecting 'Must be enabled' for AI general knowledge directly contradicts the requirement to minimize inaccuracy, as general knowledge lacks the specificity and verification required for enterprise applications. Some users incorrectly interpreted the phrase 'based on generative AI general knowledge' in the prompt as a directive to enable it, rather than recognizing it as the scenario setup that creates the need for mitigation. Excluding custom knowledge would leave the agent entirely dependent on unreliable general reasoning.Community Comment Notes
Community consensus strongly supports disabling general knowledge to prevent hallucinations, with comments noting that 'to minimize hallucinations... must rely on trusted, organization-controlled content'. One user noted that 'First one is correct. Second answer should be to disable general knowledge'. Another comment highlighted the tension between the prompt's wording and the safety requirement, stating 'But we are asked to create an agent that would provide help based on generative AI general knowledge'.Official Reference
Exam Strategy
When questions emphasize 'minimizing risk' or 'reducing hallucinations' in an AI context, always prioritize controlled, custom data sources over broad, unverified general knowledge. Treat phrases describing the current state of a risky feature as problems to be solved, not features to be enabled.
Frequently Asked Questions
Why disable AI general knowledge if the prompt mentions it?
The prompt describes the goal of using generative capabilities, but to meet the constraint of minimizing inaccuracy, you must strip away the unverified general knowledge component.
What counts as custom knowledge in Copilot Studio?
Custom knowledge includes uploaded files like product documentation, internal process guides, policies, and SOPs that are specific to your organization.
Discussion 8 contributions
Compiled from public community threads and reader submissions, lightly edited for clarity. Handles and vote tallies are shown as recorded.
From public community threads 8
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Newb007 👍 15First one is correct. Second answer should be to disable general knowledge... to prevent inaccurate responses
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omath 👍 71. Custom knowledge sources → Must be uploaded to the agent To minimize hallucinations, Copilot Studio agents used for in‑app help and guidance in Dynamics 365 must rely on trusted, organization‑controlled content. This includes: - Product documentation - Internal process guides - Policy documents - Standard operating procedures 2. AI general knowledge → Must be disabled for the agent General knowledge models can introduce: - Hallucinations - Non‑compliant or inaccurate answers - Content unrelated to Dynamics 365 processes
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rveney 👍 4Custom knowledge sources: Must be excluded from the agent AI general knowledge: Must be enabled for the agent
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2db2984 👍 3First one is correct. Fir Second correct answer is : disable general knowledge https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/extend-copilot-generative-help
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QueenShi 👍 2Key phrase in the question: “in‑app help and guidance based on generative AI general knowledge” That phrase is doing most of the work. Microsoft documentation for Copilot Studio generative answers makes it clear that: Generative help relies on AI general knowledge as the base Custom knowledge grounds the model, but does not replace the LLM’s general reasoning ability
Show 3 more comments
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keambi0111 👍 2guidance based on generative AI "general" knowledge.
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Eberd 👍 2Must be disabled for the agent
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Luweho 👍 1But we are asked to create an agent that would provide help "based on generative AI general knowledge", and NOT "rely on trusted, organization-controlled content".
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