PL-200: Microsoft Power Platform Functional Consultant Course Outline
Overview
This course will teach you to use Microsoft Power Platform solutions to simplify, automate, and empower business processes for organizations 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 utilization of solutions within an organization. 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 visualizations. 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.
Audience Profile
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 utilization of solutions within an organization. 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 visualizations.
Course 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
Objectives
Work with an organization to gather requirements and implement Power Platform solutions
Build model-driven, canvas, and portal apps
Create Power Automate flows
Design a simple chatbot using Power Virtual Agents
Analyze data using Power BI visualizations and dashboards
Course Outline
Introduction to Microsoft Power Platform
Learn the components and features of Microsoft Power Platform
Identify when to use each Microsoft Power Platform component application to create business solutions
Understand connectors
Learn the value of using Microsoft Power Platform to create business solutions
Create tables in Dataverse
Create tables with Dataverse
Import data into a Dataverse database
Lab Create a Microsoft Dataverse table
Lab Create a custom table and import data
Manage tables in Dataverse
Tables in Dataverse
Types of tables that are available in Dataverse
Creating a custom table
Enabling attachments within a table
Which licensing requirements to apply to use each type of table
Lab Create a new custom table and enable attachments
Create and manage columns within a table in Dataverse
Learn what a column is in Dataverse
Learn about the types of columns that are available in Dataverse
Add a column to a table
Learn what a primary name column is in Dataverse
Identify restrictions that are associated with columns
Create an autonumbering column
Create an alternate key
Create a relationship between tables in Dataverse
Why you should segment data that is used by your solutions into many tables
Why do you need to relate one table to another
How to build relationships between tables
How to select the proper relationship type when you're building solutions with Dataverse
Lab Create two tables and relate them by using a one-to-many relationship
Working with choices in Dataverse
Learn about choices
Explore the standard choices
Create a new choice or modify an existing one
Lab Create a new choice or modify an existing choice
Get started with security roles in Dataverse
Learn about security roles and apply them to users in an environment
Learn how to add users to an environment
Understand security concepts in Dataverse
Identify default security roles
Create a custom role
Create a custom security role and assign it to entities and users
Learn how to configure Dataverse teams for security
Learn how to configure Dataverse group teams for security
Lab Create a custom role
Use administration options for Dataverse
Administer Dataverse
Identify the different portals that are available for Dataverse
Manage Dynamics 365 model-driven app settings and security
Manage role-based security
Explore customization functionality and customize themes
Lab Create a new security role
Introduction to Microsoft Power Platform security and governance
Access Microsoft Power Platform admin experiences
Create a simple environment and tenant-wide DLP policies
Discover and identify the differences between the Business data group and the No-business data group
Learn about the differences between out-of-the-box Power Automate Admin experiences and the Microsoft Power Platform Center of Excellence toolkit
Lab Create a Power Platform environment
Get started with model-driven apps in Power Apps
Learn about model-driven app design
Create a model-driven app
Lab Control security when sharing model-driven apps
Lab Create a model-driven app
Configure forms, charts, and dashboards in model-driven apps
Learn about form elements and controls
Configure forms
Use specialized form components
Use editable grids
Identify views and use public views
Learn how to configure charts
Learn how to configure dashboards
Get started with Power Apps canvas apps
Explore how Power Apps can make your business more efficient
Learn how to use different technologies to perform different tasks in Power Apps
Learn about the different ways to build an app in Power Apps
Create your first app from data in an Excel workbook
Lab Create your first app in Power Apps
Connect to other data in a Power Apps canvas app
Understand and use action-based connectors
Integrate user information and user-profile information into a canvas app
Use Power Automate with Power Apps
How to build the UI in a canvas app in Power Apps
Understand the basics of building the UI through themes, icons, control customization, and images
Use personalization in a canvas app
Understand the differences between the Tablet and Mobile form factors
Lab Create UI for a new canvas app
Manage apps in Power Apps
Learn how to view and restore app versions
Explore how to share an app, including permissions and notifications
Learn about what environments are, how to create them, and how to manage security
Find more information about Power Apps
Lab Manage app versions in Power Apps
Lab Share apps in Power Apps
Lab Understand environments in Power Apps
Build your first app with Power Apps and Dataverse for Teams
Create an app by using the hero template
Customize and publish your app
Install templates
Core components of Power Pages
Identify the capabilities of Power Pages
Review the Power Pages site provisioning process
Learn about Power Pages core components and tools
Discover how to control user access to site content and Dataverse data
Explore Power Pages templates
Identify the scenario-based templates to accelerate creating your site
Discover the features of the Dynamics 365 templates
Review the generic site design templates designed to solve unique business needs
Learn about the blank template as a simple starting point to build a site to your exact specifications
Access Dataverse in Power Apps portals
Discover the portal components that are available to display and interact with Dataverse data on the portal
Identify the various features of the portal components
Display a list of data and an associated drilldown for details
Configure a table form to access individual records
Trigger classic Dataverse workflows from the portal
Lab Use a table list and table form
Authentication and user management in Power Apps portals
Explore common authentication tasks in a Power Apps portal deployment
Learn about portal contact extensions
Configure and register contacts as portal users
Align portal authentication settings with the business requirements
Identify authentication provider capabilities and steps that are involved in the registration
Select and configure identity providers
Lab Use an invitation to register users
Power Apps portals maintenance and troubleshooting
Apply strategies and techniques to troubleshoot portal issues
Learn about how the Portal Checker works and how to resolve potential portal issues
Perform the portal update process
Lab Run the Portal Checker
Define and create business rules in Dataverse
Define business rules in Dataverse
Create and manage business rules in Dataverse
Lab Create a business rule
Get started with Power Automate
Create a flow that automatically saves email attachments
Learn how to create a button flow to send yourself a reminder
Lab Create your first flow
Lab Create recurring flows
Lab Monitor incoming emails
Lab Share flows
Use the Admin center to manage environments and data policies in Power Automate
Learn about the Admin center
Learn how to import and export flows
Learn how to share flows
Use Dataverse triggers and actions in Power Automate
Learn about the Dataverse triggers and actions in Power Automate
Discover the additional inputs that are available
Extend Dataverse with Power Automate
Build flows with Dataverse
Integrate Dataverse with Microsoft Outlook
Integrate Dataverse with Microsoft To Do
Introduction to expressions in Power Automate
Use one or more functions to create expressions
Use functions to retrieve data, change data, evaluate data, and more
Lab Creating a manual flow and using expressions
Build your first Power Automate for desktop flow
Learn how to use Power Automate to create a new desktop flow
Record actions that are performed in a desktop-based application
Perform a test run of the new desktop flow
Run a Power Automate for desktop flow in unattended mode
Run a basic desktop flow in unattended mode
Run a desktop flow and cloud flow scenario in unattended mode
Learn about best practices and set up for unattended desktop flows
Optimize your business process with a process advisor
Create your first recording
Edit recordings and group actions
Analyze recordings and interpret results
Get started with Power Virtual Agents bots
Create Power Virtual Agents bots
Test Power Virtual Agents bots
Analyze performance
Lab Build your first chatbot
Enhance Power Virtual Agents bots
Initiate Power Automate flows directly from topics in your bot
Configure bots to pass conversations to applications such as Omnichannel for Customer Service
Extract content from support pages and configure it into bot topics that you can use in conversations
Manage topics in Power Virtual Agents
Examine how to use topics to create and manage conversation paths in a bot
Work with topic triggers and conversation nodes
Add branching to a topic
Use system topics and create topics from content
Set up fallback topics to handle unrecognized user input
Manage Power Virtual Agents
Create and configure a new bot
Set permissions and security
Use topics and entities
Import and export bots
Authenticate users
Get started building with Power BI
Learn how Power BI services and applications work together
Explore how Power BI can make your business more efficient
Learn how to create compelling visuals and reports
Get data with Power BI Desktop
Explore the data-centric features and tools of Power BI
Explore ways to find data
Model data in Power BI
Create relationships between your data sources
Create a new field with calculated columns
Optimize data by hiding fields and sorting visualization data
Create a measure to perform calculations on your data
Use a calculated table to create a relationship between two tables
Format time-based data so that you can drill down for more details
Use visuals in Power BI
Explore Power BI visuals
Create visuals
Explore data in Power BI
Upload reports
Create dashboards
Ask questions of your data
Publish and share in Power BI
Publish reports
Print and export reports
Build apps
Integrate with OneDrive
Publish to the web
Manage solutions in Power Apps and Power Automate
Package existing items into a solution
Create solutions
Edit existing solution-aware apps, flows in a solution
Import and export solutions
Deploy complex solutions with many components
Learn about component dependency on other components
Lab Import and export solutions
Load/export data and create data views in Dataverse
View data within 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 in Maker Portal
Generate a new dataflow from an Excel Template
Learn about dataflows and Azure integration
Get started with AI Builder
Explore how AI Builder can help improve your business performance
Learn how to use different AI technologies to enhance your processes
Create your first model
Learn how to use your models in Power Apps and Power Automate
Manage models in AI Builder
Learn about the lifecycle of a model
Learn how to manage model versions
Explore how to share a model including permissions
Get a better understanding of AI Builder
Use AI Builder in Power Automate
Explore how using AI Builder in Power Automate can save you time
Learn how to use AI Builder actions in Power Automate
Discover advanced AI Builder usage in Power Automate
Lab Use AI Builder actions in Power Automate
Functional Consultant skills
Learn the key responsibilities and skills of the functional consultant role on a project that involves the Microsoft Power Platform
Learn about creating entity relationship diagrams, wireframes, and mockups for apps, documenting requirements and solution artifacts, and documenting details of data for migration and integration
Understand how functional consultants are expected to engage with stakeholders, perform quality assurance, and configure integrations on projects
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