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PL-900 Practice Question: Demonstrate the capabilities of Microsoft Copilot Studio

A support manager at Northwind Traders wants a Copilot Studio copilot to hand off live chats to a human agent when a customer types 'talk to a person'. The organization uses Dynamics 365 Customer Service as its agent workspace. Which TWO actions must be completed to enable this handoff? (Choose two.)

⚠ Common exam trap

The trap here is treating any escalation action, such as sending an email or showing a phone number, as a live-agent handoff when the conversation must actually be routed into an Omnichannel queue.

Answer choices

Why each option matters

Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.

Correct answer & explanation

✓

In Dynamics 365 Customer Service, configure an Omnichannel workstream and queue that can receive the escalated conversations.

Enabling a live-agent handoff requires both sides to be configured: the copilot must use the Dynamics 365 Customer Service handoff to push the conversation to the Omnichannel engagement hub, and Customer Service must have a workstream and queue ready to receive and route that conversation. Notifications, channel publishing, and fallback messaging do not move the chat into the agent workspace.

Answer analysis

Option-by-option breakdown

For each option: why learners choose it and why it is or isn't the right answer here.

  • ✗

    Add a Fallback topic that tells the customer to call the support phone number when the copilot does not understand.

    Why it's wrong here

    A fallback topic handles unrecognized input by offering alternative guidance, but it does not transfer the session to a human agent. Telling the customer to call a phone number abandons the live chat rather than escalating it, and it does not involve Dynamics 365 Customer Service at all. This approach conflicts with the stated requirement for a live handoff to an agent.

  • ✗

    Create a Power Automate cloud flow that sends an email to the support manager whenever the phrase 'talk to a person' is detected.

    Why it's wrong here

    Emailing a manager is an asynchronous notification, not a live chat handoff. It would not place the customer into the Dynamics 365 Customer Service queue or connect them to an agent in real time. While a flow can be useful for alerts, it does not satisfy the requirement that the conversation itself transfers to a human agent, so this action is unnecessary and insufficient.

  • ✓

    In Dynamics 365 Customer Service, configure an Omnichannel workstream and queue that can receive the escalated conversations.

    Why this is correct

    The Omnichannel engagement hub must have a workstream and queue configured to accept and route incoming conversations. These components define the skills, capacity, and assignment rules that determine which human agent receives the escalated chat. Without a receiving queue, the handoff from Copilot Studio has nowhere to land, so the conversation cannot reach a live agent and the escalation fails.

  • ✗

    Publish the copilot to the 'Mobile app' channel and enable the 'Require authentication' option.

    Why it's wrong here

    Publishing to the Mobile app channel controls where the copilot is reachable, not how live chats escalate to agents. Requiring authentication verifies user identity but does not create a route into the Customer Service agent workspace. These settings could even block the intended web chat scenario, so they do not contribute to the live-agent handoff requirement and are incorrect for this task.

  • ✓

    In Copilot Studio, configure the copilot to use the Dynamics 365 Customer Service handoff, which passes the conversation to the Omnichannel engagement hub.

    Why this is correct

    Copilot Studio includes a native handoff capability for Dynamics 365 Customer Service. Enabling it routes the live conversation into the Omnichannel engagement hub, where routing rules and queues deliver the chat to an available human agent. Without this copilot-side handoff configuration, the conversation would simply end or loop in the bot, so this step is required to move the customer into the agent workspace.

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Last reviewed September 2026 · checked against the official Microsoft exam blueprint

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