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mcs-orchestration: revamp UC#3 → New Orchestrator (Agentic Reasoning Loop) — audit #397 (#398)
* mcs-orchestration: fix New experience agent-creation (New classic agent) from audit #397 UC#3 step 2 '+ Create blank agent' is gone under Copilot Studio's default-on New experience. Reword to use the New Agent dropdown -> New classic agent, refresh image-43.png to the new Agents page, and add a New-experience toggle-tradeoff note (off = lose new-agent capabilities incl. the new orchestrator). Closes #397 * mcs-orchestration: revamp UC#3 to New Orchestrator – Agentic Reasoning Loop (new-type agent) Per review, UC#3 no longer builds a classic agent + Enhanced Task Completion toggle. It now builds a new-type agent in the New experience whose native orchestrator IS the Agentic Reasoning Loop (what ETC previewed on classic agents), attaches gifting-policy knowledge + Weather (Maker auth) + Work IQ Mail + Microsoft Dataverse MCP Server, and runs the same gift/email/Texas- accounts prompt set against the Preview pane's inline train of thought. - Rename + reframe the section across the lab (TOC, overview, concepts table, summary); remaining ETC mentions are deliberate 'previewed as ETC' notes. - Call out per-tool Maker vs User authentication (Weather must be Maker or it returns Connection Required). - Note that with Preview Work IQ Mail + sample contacts the email may be composed inline rather than landing an Outlook draft. - Add 13 authentic new-orch screenshots captured live; revert the now-unused image-43 swap (UC#3 no longer references it). * mcs-orchestration: drop Work IQ Mail tool + email-draft step from UC#3 Work IQ Mail (Preview) is not reliably working, so the New Orchestrator use case now ends at the multi-tool gift recommendation within policy. Removes the Work IQ Mail tool-add step, the email-draft prompt + Outlook note, trims the instructions/summary/credential-pattern references, and deletes the now-unused new-orch-10/11/13 screenshots. Weather + Dataverse MCP + gifting-policy knowledge remain. * mcs-orchestration: add 'Load the Dataverse sample data' step to UC#1 A brand-new environment lacks the standard (sample) Account/Contact records the lab uses, so UC#1 now starts by installing them via PPAC -> Environment -> Settings -> Sample Data -> Install Sample Data (with a skip note if already installed). Verified live on a fresh workshop user's environment + screenshot. * mcs-orchestration: remove UC#1 sample-data step (sample data now provisioned at env creation) Reverts the 'Load the Dataverse sample data' step (and its screenshot + changelog entry) — the workshop environments now ship the (sample) Account/Contact records by default, so the manual install step is no longer needed. * mcs-orchestration UC#3: fill in new-UX procedural detail from a live run Validated UC#3 end-to-end against a fresh workshop user and captured the exact New-experience mechanics in the lab: - Configure a tool by clicking its name in the right-rail Tools list (no separate settings button; the name opens Details/Inputs/Outputs). - Set the Weather tool Units input to a bound Value variable via the picker chevron; lab uses I (Imperial), note that C (Celsius) is a per-user preference. - Dataverse MCP connection is reused when one exists from an earlier lab; on Review capabilities keep the default selection and Confirm (lab only exercises read_query and search). - Reword the train-of-thought inspection step so it is clear any trace step is expandable; the read_query SQL shown is just one example. CHANGELOG updated under Unreleased. * mcs-orchestration UC#3: add tools before knowledge Swap the order of the "Add the tools the orchestrator will use" and "Add knowledge to the agent" sections so tools are attached first, then knowledge, then the reasoning-loop test. Also correct the tools intro's stale "three tools" to "two" (Work IQ Mail was dropped earlier). * mcs-orchestration UC#3: drop broken placeholder image in Units step new-orch-03b.png was referenced but never existed (placeholder), so it rendered as a broken image. Remove the image line; the Units step flows straight into the units NOTE. All other new-orch-* images are present.
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- **Multi-Agent UC #2 "Set the X to:" lines standardized.** US version was bold (`**US Product Information Agent**`); UK was inline code; both now use fenced ` ```text ``` ` blocks so the values render with a Copy button consistent with the rest of the lab. Removed a stray trailing backtick on line 362 (UK instructions block) that would have copied with the literal value.
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### Fixed
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- **`mcs-orchestration` UC#3 revamped to "New Orchestrator – Agentic Reasoning Loop" (New experience).** Under Copilot Studio's default-on **New experience**, UC#3 no longer builds a *classic* agent with the experimental **Enhanced Task Completion** toggle. It now builds a **new-type agent** (whose native orchestrator **is** the Agentic Reasoning Loop that ETC previewed) via the **New Agent** button, attaches the gifting-policy knowledge (SharePoint / Work IQ) plus the **Weather** (Maker auth) and **Microsoft Dataverse MCP Server** tools, and runs the weather / Texas-accounts / **gift-recommendation-within-policy** prompt set against the **Preview** pane's inline train of thought. The section is renamed and reframed throughout the lab (TOC, overview, concepts table, summary), the per-tool **Maker vs User authentication** step is called out (Weather must be Maker or it returns a "Connection Required" card). The email-draft step and the Work IQ Mail tool were dropped (Work IQ Mail Preview is not reliably working), so the use case now culminates in the multi-tool gift recommendation that stays within the gifting policy. Adds authentic `new-orch-*` screenshots; the classic/ETC UC#3 screenshots (image-44…image-60) are no longer referenced.
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- **`mcs-orchestration` UC#3 — new-UX procedural detail filled in from a live run.** Documents the exact New-experience mechanics validated end-to-end against a fresh workshop user: a tool is configured by **clicking its name** in the right-rail Tools list (no separate settings button — the name opens Details / Inputs / Outputs); the Weather tool's **Units** input is switched from **AI** to a bound **Value** variable via the picker's **+ Add variable** → chevron (the lab uses **`I`** / Imperial, with a note that users may choose **`C`** / Celsius for their preference); the Dataverse MCP **connection** is reused when one already exists from an earlier lab, and on **Review capabilities** you keep the default selection and **Confirm** (the lab only ever exercises `read_query` and `search`); and the train-of-thought **inspection** step is reworded so it's clear **any** trace step is expandable — the `read_query` SQL shown is just one example. UC#3 is also reordered so the **tools** are attached **before** the **knowledge** source, and the tools intro's stale "three tools" is corrected to "two" (Work IQ Mail having been dropped); and a placeholder `new-orch-03b` image reference (no file behind it) is removed from the Units step.
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- **Module rows no longer render blank in the in-lab agenda popover.** The event-nav manifest (`_includes/event-nav/manifest.html`) only emitted `item.title` for non-lab schedule rows, so any `type: module` row whose agenda omitted an explicit title (i.e. relied on the module entity's own title) appeared as a time with no label in the rail's expandable agenda. The manifest now resolves module rows against the `_modules` collection — emitting the module's `title`, `slug`, `url`, and `duration` — mirroring how lab rows are enriched, so the full agenda renders and module rows are clickable.
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- **Table CSS in `assets/css/main.scss` — three site-wide rendering bugs.** (1) Header `th` horizontal padding now uses `1.25em` to compensate for `font-size: 0.8em` so cells line up with `tbody td` (was 11.264px header / 14.08px body — now both 14.08px). (2) Row separators switched from `var(--color-bg-elevated)` to `var(--color-divider)` for better dark-theme contrast (the elevated tone was nearly invisible against the dark page bg). (3) Tables now declare `display: table; width: 100%` to override the upstream minimal-mistakes `display: block` so cells stretch to fill the content column instead of shrinking to the longest line and visually stopping short of the heading rule.
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_labs/mcs-orchestration.md

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