PL-200T00 | Microsoft Power Platform Functional Consultant

 

 

Duration: 4 Days

 

 

Course Overview

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Microsoft Power Platform empowers organizations to automate business processes, develop their own rich app experiences, and connect with customers better and faster. In this course, students will learn to perform discovery, capture requirements, engage subject matter experts and stakeholders, translate requirements, and configure Microsoft Power Platform solutions and apps. They will supplement their learnings with hands-on labs to create application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and custom visualizations.

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Microsoft Power Platform is comprised of four key products: Power Apps, Power Automate, Power BI, and Power Virtual Agents. In this course, we will cover these four applications in depth, with additional focus on Microsoft Dataverse, AI Builder, connectors, and portals.

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What will you gain from taking this Microsoft training course?

• Work with an organization to gather requirements and implement Microsoft 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

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Within this Microsoft training course, you will learn the following modules:

 

 

Module 1: Describe the Business Value of the Microsoft Power Platform

• Introduction

• 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

 

 

Module 2: Get Started with Power Pages

• Introduction to Power Pages

• Get Started with Power Pages

• Core Tools and Components of Power Pages

• Overview of Power Pages Security

• Overview of Power Pages Extensibility

 

 

Module 3: Create and Use Analytics Reports with Power BI

• Introduction

• Use Power BI

• Building Blocks of Power BI

• Tour and Use the Power BI Service

 

 

Module 4: Manage Workspaces and Datasets in Power BI

• Introduction

• Distribute a Report or Dashboard

• Monitor Usage and Performance

• Recommend a Development Life Cycle Strategy

• Troubleshoot Data by Viewing its Lineage

• Configure Data Protection

 

 

Module 5: Create Tables in Dataverse

• Introduction to Microsoft Dataverse

• Table Characteristics

• Exercise - Create a Microsoft Dataverse Table

• Exercise - Import Data into your Microsoft Dataverse Database

• Table Relationships

• Exercise - Create Table Relationships

• Dataverse Logic and Security

• Exercise - Create a Custom Table and Import Data

• Dataverse Auditing

• Dual-Write Vs. Virtual Tables

 

 

Module 6: 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

• Lab - Create a New Custom Table and Enable Attachments

 

 

Module 7: 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

• Exercises

 

 

Module 8: 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

• Exercise - Create Two Tables and Relate Them by Using a One-To-Many Relationship

 

 

Module 9: Working with Choices in Dataverse

• Define Choice Column

• Standard Choices Column

• Lab - Create a New Choice or Modify an Existing Choice

 

 

Module 10: Get Started with Security Roles in Dataverse

• Introduction to Environment Roles

• Understand Environment Roles

• Adding or Disabling an Environment User

• Understand Security Concepts in Dataverse

• Understand User Security Roles and Security Role Defaults

• Exercise - Create A Custom Role

• Check the Roles That a User Belongs To

• Configure Dataverse Teams for Security

• Configure Dataverse Group Teams for Security

 

 

Module 11: Use Administration Options for Dataverse

• Introduction to Microsoft Power Platform Admin Center Portal

• Use Microsoft Power Platform Admin Center Portal

• Tenant Storage Capacity

• Advanced Customisation Options in Power Apps Portal

• Enable and Disable Auditing

 

 

Module 12: Manage Dynamics 365 Model-driven App Settings and Security

• Introduction

• Configure Role-Based Security

• Manage Teams and Business Units

• Explore Settings and Customisations

• Knowledge Check

• Exercise - Create A New Security Role

 

 

Module 13: Introduction to Microsoft Power Platform Security and Governance

• Introduction

• Identify Microsoft Power Platform Environments

• Data Loss Prevention Policies

• Microsoft Power Platform Center of Excellence Starter Kit

• Exercise - Create a Power Platform Environment

 

 

Module 14: Get Started with Model-driven Apps in Power Apps

• Introducing Model-Driven Apps

• Components of Model-Driven Apps

• Design Model-Driven Apps

• Exercise

• Exercise - Control Security When Sharing Model-Driven Apps

• Exercise - Create a Model-Driven App

 

 

Module 15: 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

 

 

Module 16: Get Started with Power Apps Canvas Apps

• Introduction to Power Apps

• Power Apps Building Blocks

• Exercise - Create Your First App in Power Apps

• Ways to Build Power Apps

• Power Apps Related Technologies

• Additional Power Apps Related Technologies

• Designing a Power Apps App

 

 

Module 17: 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

 

 

Module 18: 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

• Exercise - Create UI for a New Canvas App

 

 

Module 19: Manage Apps in Power Apps

• Exercise - Manage App Versions in Power Apps

• Exercise - Share Apps in Power Apps

• Exercise - Understand Environments in Power Apps

• Power Apps Review

 

 

Module 20: Build your First App with Power Apps and Dataverse for Teams

• Introduction

• Create your First App with the Hero Template

• Customise your App with Power Apps Studio

• Publish your App

• Install Template Apps

 

 

Module 21: Access Dataverse in Power Pages Websites

• Introduction

• Use Lists to Display Multiple Dataverse Records

• Use Forms to Interact with Dataverse Data

• Exercise - Use the List and Form Components

 

 

Module 22: Authentication and User Management in Power Pages

• Introduction

• Power Pages Authentication Settings

• User Registration in Power Pages

• Authentication Management for Power Pages Users

• Power Pages Authentication Providers

• Exercise - Use an Invitation to Register Users

 

 

Module 23: Power Pages Maintenance and Troubleshooting

• Introduction

• Power Pages Website Maintenance

• Power Pages Website Troubleshooting

• Exercise - Run the Portal Checker

 

 

Module 24: Define and Create Business Rules in Dataverse

• Define Business Rules - Introduction

• Define the Components of a Business Rule

• Create a Business Rule

• Exercise - Create a Business Rule

 

 

Module 25: Get Started with Power Automate

• Introducing Power Automate

• Exercise - Create Your First Flow

• Exercise - Create Recurring Flows

• Exercise - Monitor Incoming Emails

• Exercise - Share Flows

• Troubleshoot Flows

 

 

Module 26: Use the Admin Center to Manage Environments and Data Policies in Power Automate

• Administer Flows

• Export and Import Flows

• Learn How to Distribute Button Flow

 

 

Module 27: Use Dataverse Triggers and Actions in Power Automate

• Introduction

• Dataverse Triggers

• Use Triggers

• Work with Dataverse Actions

 

 

Module 28: Extend Dataverse with Powee Automate

• Introduction

• Set Up a Flow and Configure its Trigger

• Email Dataverse Record

• Add To-Do Items

• Test and Run your Flow

 

 

Module 29: Introduction to Expressions in Power Automate

• Introduction to Expressions

• Get Started with Expressions

• Notes Make Things Easier

• Types of Functions

• Write Complex Expressions

• Exercise - Creating a Manual Flow and Using Expressions

 

 

Module 30: Build your First Power Automate for Desktop Flow

• Introduction

• 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

 

 

Module 31: Run a Power Automate for Desktop Flow in Unattended Mode

• Introduction

• 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

 

 

Module 32: Optimise your Business Process with Process Advisor

• Introduction

• Get Familiar with Process Advisor

• Create Your First Recording

• Edit Recordings and Group Actions

• Analyse Recordings and Interpret Results

• Automation Recommendations

 

 

Module 33: Get Started with Power Virtual Agents Bots

• Introduction

• Get Started Working with Environments

• Create Bots and Work with the Power Virtual Agents Interface

• Create Topics

• Test Bots

• Publish Bots and Analyse Performance

• Exercise - Build your First Chatbot

 

 

Module 34: Enhanced Power Virtual Agents Bots

• Introduction

• Use Power Automate to Add Actions

• Transfer Conversations to Agents by Using Omnichannel for Customer Service

• Create Topics for Existing Support Content

• Analyse Bot Performance

 

 

Module 35: Manage Topics in Power Virtual Agents

• Introduction

• Work with Bot Topics

• Branch a Topic

• System Topics

• Create Topics for Existing Support Content

• Work with System Fallback Topics

• Manage Topics

 

 

Module 36: Manage Power Virtual Agents

• Introduction

• Environments in Power Virtual Agents

• Bot Topics Permissions

• Bot Entities and Flow Permissions

• Monitor and Diagnose

• Administer and Manage

• Export and Import Bots

• Authentication

 

 

Module 37: Get Started Building with Power BI

• Introduction

• Use Power BI

• Building Blocks of Power BI

• Tour and Use the Power BI Service

 

 

Module 38: 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

 

 

Module 39: Model Data in Power BI

• Introduction to Modeling your Data

• How to Manage your Data Relationships

• Create Calculated Columns

• Optimise Data Models

• Create Measures

• Create Calculated Tables

• Explore Time-Based Data

 

 

Module 40: Use Visuals in Power BI

• Introduction to 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

 

 

Module 41: Explore Data in Power BI

• Introduction to the Power BI Service

• 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

 

 

Module 42: Publish and Share in Power BI

• Introduction to Using Workspaces

• 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

 

 

Module 43: Manage Solutions in Power Apps and Power Automate

• Introduction

• Add and Remove Apps, Flows, And Entities in a Solution

• Edit a Solution-Aware App, Flow, And Table

• Exercise - Import and Export Solutions

• Build and Deploy a Complex Solution with Flows, Apps, and Entities

• Automate Solution Management

 

 

Module 44: Load/Export Data and Create and 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

 

 

Module 45: Get Started with AI Builder

• Introduction to AI Builder

• Choose an AI Capability

• Create your First Model

• Ways to Use Your Models

 

 

Module 46: Manage Models in AI Builder

• Model Lifecycle

• Manage Model Versions

• Share your Models

 

 

Module 47: Use AI Builder in Power Automate

• Introduction to AI Builder Usage in Power Automate

• AI Builder in Power Automate Saves Time

• Exercise - Use AI Builder Actions in Power Automate

• Advanced Usage of AI Builder in Power Automate

 

 

Module 48: Functional Consultant Skills

• Introduction

• 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

 

 

Module 49: Solution Architect Series: Plan Application Lifecycle Management for Power Platform

• Introduction

• Key Considerations for ALM

• Solutions

• Configuration and Reference Data

• Release Process

• ALM With Azure Devops

 

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Who should attend this Course?

This Microsoft Power Platform Functional Consultant PL200 Course is a training course designed to equip professionals with the knowledge and skills required to utilise the Microsoft Power Platform to design and create solutions that enhance business processes and data insights. It can benefit a wide range of professionals, including:

• Functional Consultants

• Business Analysts

• Application Developers

• Data Analysts

• IT Professionals

• Project Managers

• Consultants

 

 

Prerequisites of the Microsoft Power Platform Functional Consultant PL200 Course

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• Delegates must have experience in working as an IT professional or student

• A basic working knowledge of Microsoft Power Platform and it’s key components

• Knowledge of Microsoft Dataverse (or general data modelling) and security concepts