Microsoft Power Platform Functional Consultant (PL-200)

Course Code: PL-200

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Duration: 5 Days

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This course is intended for

A Microsoft Power Platform Functional Consultant is responsible for creating and configuring apps, automations, and solutions. They act as the liaison between users and the implementation team. The functional consultant promotes utilisation of solutions within an organisation. The functional consultant may perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features. They implement components of a solution including application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and simple visualisations.

Description

This course will teach you to use Microsoft Power Platform solutions to simplify, automate, and empower business processes for organisations in the role of a Functional Consultant. A Microsoft Power Platform Functional Consultant is responsible for creating and configuring apps, automations, and solutions. They act as the liaison between users and the implementation team. The functional consultant promotes utilisation of solutions within an organisation. The functional consultant may perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features. They implement components of a solution including application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and simple visualisations. This course may contain a 1-day Applied Workshop. This workshop will allow you to practice your Functional Consultant skills by creating an end-to-end solution to solve a problem for a fictitious company. The solution will include a Microsoft Dataverse database, Power Apps canvas app, and Power Automate flows.

Prerequisites

• Experience as an IT professional or student
• Working knowledge of Microsoft Power Platform and its key components
• Knowledge of Microsoft Dataverse (or general data modeling) and security concepts

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Course Content

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1 - Describe the business value of the Microsoft Power Platform

• Explore Microsoft Power Platform
• Describe the business value of the Power Platform
• Explore connectors and Microsoft Dataverse
• Describe how Power Platform works with Microsoft 365 apps and services
• Explore how Power Platform works with Microsoft Teams
• Describe how Power Platform works with Microsoft Dynamics 365 apps
• Describe how Power Platform solutions consume Microsoft Azure services
• Explore how Microsoft Power Platform apps work together
• Use Artificial Intelligence to increase productivity

2 - Core components of Power Pages

• Get started with Power Pages
• Core tools and components of Power Pages
• Overview of Power Pages security
• Overview of Power Pages extensibility

3 - Explore Power Pages templates

• Site design templates
• Scenario-based templates
• Dynamics 365 Power Pages site templates

4 - Explore Power Pages design studio

• Work with pages
• Page components
• Site styling and templates

5 - Explore Power Pages design studio data and security features

• Data workspace in Power Pages design studio
• Power Pages security features

6 - Introduction to Power Pages administration

• Power Pages administrative tools
• Set up workspace in Power Pages design studio

7 - Get started building with Power BI

• Use Power BI
• Building blocks of Power BI
• Tour and use the Power BI service

8 - Get data with Power BI Desktop

• Overview of Power BI Desktop
• Explore Power BI Desktop
• Connect to data sources
• Get data from Excel
• Transform data to include in a report
• Combine data from multiple sources
• Clean data to include in a report

9 - Model data in Power BI

• How to manage your data relationships
• Create calculated columns
• Optimise data models
• Create measures
• Create calculated tables
• Explore time-based data

10 - Use visuals in Power BI

• Create and customise simple visualisations
• Create slicers
• Map visualisations
• Matrices and tables
• Create scatter, waterfall, and funnel charts
• Modify colors in charts and visuals
• Page layout and formatting

11 - Explore data in Power BI

• Quick insights in Power BI
• Create and configure a dashboard
• Ask questions of your data with natural language
• Create custom Q&A suggestions
• Share dashboards with your organisation
• Display visuals and tiles in full screen
• Edit tile details and add widgets
• Get more space on your dashboard

12 - Publish and share in Power BI

• Publish Power BI Desktop reports
• Print and export dashboards and reports
• Introducing Power BI Mobile
• Create workspaces in Power BI
• Build apps
• Use apps
• Integrate OneDrive for Business with Power BI
• Publish to web

13 - Create and manage workspaces in Power BI

• Distribute a report or dashboard
• Monitor usage and performance
• Recommend a development life cycle strategy
• Troubleshoot data by viewing its lineage
• Configure data protection

14 - Manage semantic models in Power BI

• Use a Power BI gateway to connect to on-premises data sources
• Configure a semantic model scheduled refresh
• Configure incremental refresh settings
• Manage and promote semantic models
• Troubleshoot service connectivity
• Boost performance with query caching (Premium)

15 - Create dashboards in Power BI

• Configure data alerts
• Explore data by asking questions
• Review Quick insights
• Add a dashboard theme
• Pin a live report page to a dashboard
• Configure a real-time dashboard
• Set mobile view

16 - Implement row-level security

• Configure row-level security with the static method
• Configure row-level security with the dynamic method

17 - Create tables in Dataverse

• Table characteristics
• Table relationships
• Dataverse logic and security
• Dataverse auditing
• Dual-write vs. virtual tables

18 - Manage tables in Dataverse

• Identify tables and table types in Dataverse
• Create a custom table
• Enable attachments within a table
• Licensing requirements for each table type

19 - Create and manage columns within a table in Dataverse

• Define columns in Microsoft Dataverse
• Column types in Microsoft Dataverse
• Add a column to a table
• Create a primary name column
• Restrictions that apply to columns in a table
• Create an auto numbering column
• Create an alternate key

20 - Create a relationship between tables in Dataverse

• Relate one or more tables - Introduction
• Relationship types that are available in Microsoft Dataverse
• Create a one-to-many relationship between tables
• Create a many-to-many relationship between tables
• Edit or delete relationships

21 - Working with choices in Dataverse

• Define choice column
• Standard choices column

22 - Get started with security roles in Dataverse

• Understand environment roles
• Adding or disabling an environment user
• Understand security concepts in Dataverse
• Understand user security roles and security role defaults
• Check the roles that a user belongs to
• Configure Dataverse teams for security
• Configure Dataverse group teams for security

23 - Use administration options for Dataverse

• Use Microsoft Power Platform Admin Center portal
• Tenant storage capacity
• Advanced Customisation options in Power Apps Portal
• Enable and disable auditing

24 - Manage Dynamics 365 model-driven app settings and security

• Configure role-based security
• Manage teams and business units
• Explore settings and customisations

25 - Introduction to Microsoft Power Platform security and governance

• Identify Microsoft Power Platform environments
• Data Loss Prevention policies
• Microsoft Power Platform Center of Excellence Starter Kit

26 - Get started with model-driven apps in Power Apps

• Introducing model-driven apps
• Components of model-driven apps
• Design model-driven apps
• Incorporate business process flows

27 - Configure forms, charts, and dashboards in model-driven apps

• Forms overview
• Form elements
• Configure multiple forms
• Use specialised form components
• Configure views overview
• Configure grids
• Create and edit views
• Configure charts overview
• Dashboards overview
• Use interactive streams and tiles

28 - Get started with Power Apps canvas apps

• Power Apps building blocks
• Ways to build Power Apps
• Power Apps related technologies
• Additional Power Apps related technologies
• Designing a Power Apps app

29 - Connect to other data in a Power Apps canvas app

• Overview of the different data sources
• Work with action-based data sources
• Power Automate is a companion to Power Apps

30 - How to build the UI in a canvas app in Power Apps

• Use themes to quickly change the appearance of your app
• Branding a control
• Icons
• Images
• Personalisation
• Using the tablet or phone form factors

31 - Manage apps in Power Apps

• Power Apps review

32 - Build your first app with Power Apps and Dataverse for Teams

• Create your first app with the hero template
• Customise your app with Power Apps Studio
• Publish your app
• Install template apps

33 - Access Dataverse in Power Pages websites

• Use lists to display multiple Dataverse records
• Use forms to interact with Dataverse data

34 - Authentication and user management in Power Pages

• Power Pages authentication settings
• User registration in Power Pages
• Authentication management for Power Pages users
• Power Pages authentication providers

35 - Power Pages maintenance and troubleshooting

• Power Pages website maintenance
• Power Pages website troubleshooting

36 - Define and create business rules in Dataverse

• Define business rules - Introduction
• Define the components of a business rule
• Create a business rule

37 - Get started with Power Automate

• Introducing Power Automate
• Troubleshoot flows

38 - Use the Admin center to manage environments and data policies in Power Automate

• Administer flows
• Export and import flows
• Learn how to distribute button flows

39 - Use Dataverse triggers and actions in Power Automate

• Dataverse triggers
• Query data
• Create, update, delete, and relate actions

40 - Extend Dataverse with Power Automate

• Set up a flow and configure its trigger
• Email Dataverse record
• Add to-do items
• Test and run your flow

41 - Introduction to expressions in Power Automate

• Get started with expressions
• Notes make things easier
• Types of functions
• Write complex expressions

42 - Build your first Power Automate for desktop flow

• Set up the environment
• Explore Power Automate for desktop
• Create your first Power Automate for desktop flow
• Record Power Automate for desktop actions
• Edit and test recorded actions

43 - Run a Power Automate for desktop flow in unattended mode

• Set up an unattended desktop flow
• Create a new cloud flow that calls an existing flow in unattended mode
• Perform a test run
• Best practices

44 - Optimise your business process with process advisor

• Get familiar with process advisor
• Create your first recording
• Edit recordings and group actions
• Analyse recordings and interpret results
• Automation recommendations

45 - Get started with Microsoft Copilot Studio bots

• Get started working with environments
• Create bots and work with the Microsoft Copilot Studio interface
• Create topics
• Test bots
• Publish bots and analyse performance

46 - Enhance Microsoft Copilot Studio bots

• Use Power Automate to add actions
• Transfer conversations to agents by using Omni channel for Customer Service
• Create topics for existing support content
• Analyse bot performance

47 - Manage topics in Microsoft Copilot Studio

• Work with bot topics
• Branch a topic
• Create topics for existing support content
• Work with system fallback topics
• Manage topics

48 - Manage Power Virtual Agents

• Environments in Microsoft Copilot Studio
• Bot topics permissions
• Bot entities and flow permissions
• Monitor and diagnose
• Administer and manage
• Export and import bots
• Authentication

49 - Get started building with Power BI

• Use Power BI
• Building blocks of Power BI
• Tour and use the Power BI service

50 - Get data with Power BI Desktop

• Overview of Power BI Desktop
• Explore Power BI Desktop
• Connect to data sources
• Get data from Excel
• Transform data to include in a report
• Combine data from multiple sources
• Clean data to include in a report

51 - Model data in Power BI

• How to manage your data relationships
• Create calculated columns
• Optimise data models
• Create measures
• Create calculated tables
• Explore time-based data

52 - Use visuals in Power BI

• Create and customise simple visualisations
• Create slicers
• Map visualisations
• Matrices and tables
• Create scatter, waterfall, and funnel charts
• Modify colours in charts and visuals
• Page layout and formatting

53 - Explore data in Power BI

• Quick insights in Power BI
• Create and configure a dashboard
• Ask questions of your data with natural language
• Create custom Q&A suggestions
• Share dashboards with your organisation
• Display visuals and tiles in full screen
• Edit tile details and add widgets
• Get more space on your dashboard

54 - Publish and share in Power BI

• Publish Power BI Desktop reports
• Print and export dashboards and reports
• Introducing Power BI Mobile
• Create workspaces in Power BI
• Build apps
• Use apps
• Integrate OneDrive for Business with Power BI
• Publish to web

55 - Manage solutions in Power Apps and Power Automate

• Add and remove apps, flows, and entities in a solution
• Edit a solution-aware app, flow, and table
• Build and deploy a complex solution with flows, apps, and entities
• Automate solution management

56 - Load/export data and create data views in Dataverse

• View data in a table
• Create or edit views of data in a table
• Load data into a table
• Export data from a table
• Add, update, or delete data in a table by using Excel
• Import data using Power Query
• Generate a new dataflow from an Excel Template
• Dataflow and Azure integration

57 - Get started with AI Builder

• Choose an AI capability
• Create your first model
• Ways to use your models

58 - Manage models in AI Builder

• Model lifecycle
• Manage model versions
• Share your models

59 - Use AI Builder in Power Automate

• AI Builder in Power Automate saves time
• Advanced usage of AI Builder in Power Automate

60 - Functional Consultant skills

• Create entity relationship diagrams
• Create and document mock-ups
• Document functional requirements and artifacts
• Complete fit-gap analysis
• Discuss stakeholder management responsibilities
• Understand industry accelerators
• Define Application Lifecycle Management
• Participate in testing
• Evaluate options
• Define connectors
• Understand Power Apps component framework

61 - Solution Architect series: Plan application lifecycle management for Power Platform

• Key considerations for ALM
• Solutions
• Configuration and reference data
• Release process
• ALM with Azure DevOps

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