PL-200T00 - Microsoft Power Platform Functional Consultant

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.

INR 75000 + tax

Date : 22 Jul 2024

Code: pl-200t00

Duration: 5.0 days

other dates

Schedule

Virtual ILT | 22 Jul 2024 - 26 Jul 2024
Virtual ILT | 26 Aug 2024 - 30 Aug 2024
Virtual ILT | 23 Sep 2024 - 27 Sep 2024
Virtual ILT | 14 Oct 2024 - 18 Oct 2024
Virtual ILT | 04 Nov 2024 - 08 Nov 2024
Virtual ILT | 16 Dec 2024 - 20 Dec 2024

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Objectives

  • Examine Microsoft Power Platform.
  • Describe the business value of the Power Platform.
  • Explore the business value of Power FX.
  • Explore connectors in Power Platform.
  • Review using Microsoft Dataverse to organize business data.
  • Examine how Power Platform works together with Microsoft 365 apps and services.
  • Explore solutions using Power Platform Microsoft Teams.
  • Describe how Power Platform works with Dynamics 365.
  • Describe how Power Platform solutions can consume Azure Services.
  • Explore how Power Platform apps work together to create solutions.
  • Describe how Microsoft Copilot Studio helps streamline productivity.
  • Create tables with Dataverse
  • Import data into a Dataverse database
  • 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.
  • What a column is in Dataverse.
  • The types of columns that are available in Dataverse.
  • How to add a column to a table.
  • What a primary name column is in Dataverse.
  • How to identify restrictions that are associated with columns.
  • How to create an auto-numbering column.
  • How to create an alternate key.
  • Why you should segment data that is used by your solutions into many tables.
  • Why 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.
  • Learn about choices.
  • Explore the standard choices.
  • Create a new choice or modify an existing one.
  • 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.
  • Administer Dataverse.
  • Identify the different portals that are available for Dataverse.
  • Manage role-based security
  • Explore customization functionality and customize themes
  • Access Microsoft Power Platform admin experiences.
  • Create 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 Microsoft Power Platform Center of Excellence toolkit.
  • Model-driven app design
  • Creating a model-driven app
  • Use 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
  • Explore how Power Apps can make your business more efficient.
  • Use different technologies to perform different tasks in Power Apps.
  • Build an app in Power Apps in different ways.
  • Create your first app from data in an Excel workbook.
  • Understand and use action-based connectors
  • Integrate user information and user-profile information into a canvas app
  • Use Power Automate with Power Apps
  • Understand the basics of building the UI through themes, icons, control customization, and images.
  • Use personalization in a canvas app.
  • Learn how to preview and modify an app to fit different form factors.
  • 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.
  • Create an app by using the hero template.
  • Customize and publish your app.
  • Install templates.
  • Discover Power Pages components that are available to help you display and interact with Dataverse data on a Power Pages website.
  • Identify the various features of the Power Pages components.
  • Display a list of data and an associated drill-down list for details.
  • Set up a form to access individual table rows.
  • Trigger classic Dataverse workflows from the website.
  • Explore common authentication tasks in a Power Pages website deployment.
  • Learn about portal contact extensions.
  • Set up and register contacts as portal users.
  • Align portal authentication settings with business requirements.
  • Identify authentication provider capabilities and steps that are involved in the registration.
  • Select and set up identity providers.
  • Apply strategies and techniques to troubleshoot Power Pages website issues.
  • Learn how the Site Checker tool works and how to resolve potential website issues.
  • Complete the website update process.
  • Define business rules in Dataverse.
  • Create and manage business rules in Dataverse.
  • Create a flow that automatically saves email attachments
  • Learn how to create a button flow to send yourself a reminder
  • The Admin center
  • Importing and exporting flows
  • Sharing flows
  • Dataverse triggers and actions in Power Automate.
  • Other available inputs.
  • Work with files and images stored in Dataverse columns
  • Perform bound and unbound operations
  • Search Dataverse data from a cloud flow
  • Use changesets to create or modify Dataverse data in a transaction
  • Use one or more functions to create expressions.
  • Use functions to retrieve data, change data, evaluate data, and more.
  • 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 basic desktop flow in unattended mode.
  • Run a desktop flow and cloud flow scenario in unattended mode.
  • Learn about best practices and setup for unattended desktop flows.
  • Create your first recording.
  • Edit recordings and group actions.
  • Analyze recordings and interpret results.
  • Create copilots.
  • Test copilots.
  • Analyze performance.
  • 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.
  • 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 fall-back topics to handle unrecognized user input.
  • Create and configure a new copilot.
  • Set permissions and security.
  • Use topics and entities.
  • Import and export copilots.
  • Authenticate users.
  • How Power BI services and applications work together.
  • Explore how Power BI can make your business more efficient.
  • How to create compelling visuals and reports.
  • Explore the data-centric features and tools of Power BI.
  • Explore ways to find data.
  • 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
  • Explore Power BI visuals
  • Create visuals
  • Upload reports
  • Create dashboards
  • Ask questions of your data
  • Publish reports
  • Print and export reports
  • Build apps
  • Integrate with OneDrive
  • Publish to the web
  • 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.
  • 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.
  • 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.
  • 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.
  • How using AI Builder in Power Automate can save you time.
  • How to use AI Builder actions in Power Automate.
  • Advanced AI Builder usage in Power Automate.
  • Learn the key responsibilities and skills of the functional consultant role on a project that involves 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.
  • Learn about Microsoft's vision and the solution architect’s role in ALM.
  • Review environment strategies.
  • Define a solution structure for your deliverables.

Content

1. Describe the business value of the Microsoft Power Platform

Learn about the components of Microsoft Power Platform, the business value for customers, and how the technology works with other Microsoft products.

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2. Get Started with Power Pages

Power Pages provide a great way to allow internal and external audiences to view and interact with data from Microsoft Dataverse or Dynamics 365, and should be a consideration as a pillar in an organization's overall web strategy. This learning path introduces you to Power Pages that can be quickly provisioned to serve a variety of different audiences and workloads. We also cover fundamentals of Power Pages architecture, components, features, tooling, and security.

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3. Create and use analytics reports with Power BI

This learning path introduces you to Power BI, and teaches you to use and build business intelligence reports.

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4. Manage workspaces and datasets in Power BI

In this Learning Path, you'll learn how to publish Power BI reports to the Power BI service. You'll also learn how to create workspaces, manage related items, and data refreshes for up-to-date reports. Additionally, implement row-level security to restrict user access to relevant data without the need for multiple reports.

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5. Create tables in Dataverse

Dataverse lets you securely store and manage data that's used by business applications. Standard and custom tables within Dataverse provide a secure and cloud-based storage option for your data.

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6. Manage tables in Dataverse

Dataverse tables are similar to tables in a database. Every instance of a Dataverse database includes a base set of tables that provide structure for data that is commonly used by business applications.

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7. Create and manage columns within a table in Dataverse

Do you want to create new data columns or use existing standardized columns for your business solutions? This module shows you how to manage or create new columns within a table in Dataverse.

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8. Create a relationship between tables in Dataverse

Do you need to create relationships between tables? This module will show how and why you can separate data into tables and how to relate between tables to build complex and robust business solutions. It will also explain the different kinds of relationships that you can define between tables in Dataverse.

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9. Working with choices in Dataverse

Do you want to create standardized choice lists that you can use across all of your Power Apps? This module will show you how to create new or use standard choice lists called choices in Dataverse.

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10. Get started with security roles in Dataverse

Do you want to use security roles to limit user permissions? This module will show you how you can set permissions to limit access to an environment. Or limit which users can view, edit, or delete data in an environment within Dataverse.

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11. Use administration options for Dataverse

Do you need to use administration options that are available for Dataverse? This module will show you how you can use solutions within Dataverse and administer environments.

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12. Manage Dynamics 365 model-driven app settings and security

In this module, students will learn about the role-based security model. They will also learn how to explore and navigate Dynamics 365 settings and configure a theme for the application.

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13. Introduction to Microsoft Power Platform security and governance

Do you want to learn about how to help secure and govern Microsoft Power Platform apps like Power Automate and Power Apps? This module focuses on introducing Microsoft Power Platform environments and their role in creating Data Loss Prevention (DLP) policies by using examples and use cases. A brief introduction and overview of tools will also be discussed, including Microsoft Power Platform and Power Automate Admin experiences and Microsoft Power Platform Center of Excellence (COE) toolkit.

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14. Get started with model-driven apps in Power Apps

Model-driven app design is an approach that focuses on quickly adding components to your apps. These components include dashboards, forms, views, and charts. With little or no code, you can make apps that are simple or complex.

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15. Configure forms, charts, and dashboards in model-driven apps

In this module, you'll learn about forms, grids, views, charts, and dashboards that can be used in model-driven apps.

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16. Get started with Power Apps canvas apps

This module introduces the learner to Power Apps. It starts with an introduction video briefly describing the “why” (case for Power Apps) and the “what” for what users can do with Power Apps. The units then take users through the “how” instilling in them the confidence that they can use Power Apps to interact with their data.

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17. Connect to other data in a Power Apps canvas app

Do you need to connect to data that isn't tabular? This module will help with that. It includes discussion of action-based connectors, Flow, and user data.

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18. How to build the User Interface in a canvas app in Power Apps

In this module, learners will learn how to build UI for their app including theming, icons, images, personalization, form factors and controls. In their learning path, thus far, learners have used basic controls with little to no customization. This unit shows how to make an app more personal and help it fit branding or personal requirements.

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19. Manage apps in Power Apps

Manage app versions, app sharing, and environments in Power Apps.

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20. Build your first app with Power Apps and Dataverse for Teams

Today’s business problems increasingly require modern digital solutions. With a low-code platform, anyone with a great idea can build a digital app. Dataverse for Teams allows you to build modern digital apps and deploy them to help you and your team solve those problems.

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21. Access Dataverse in Power Pages websites

The ability to show and interact with Dataverse data on a website is a central benefit of implementing a Microsoft Power Pages website. This module focuses on the several techniques and methods for displaying and interacting with Dataverse data on Power Pages websites.

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22. Authentication and user management in Power Pages

An external user might have several identities to choose from when registering and accessing a website. You can add website users in many ways, and several options are available to website users for validating their identities and maintaining their profiles. Microsoft Power Pages supports various authentication options and provides powerful user-management capabilities. Administrators can choose between using local authentication or delegating authentication to a trusted authentication provider. Power Pages supports multiple authentication providers and various industry standards.

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23. Power Pages maintenance and troubleshooting

When building a Microsoft Power Pages website, administrators should consider various techniques, best practices, and features. This module covers the various troubleshooting tools that are available and explains the importance of using the Site Checker tool.

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24. Define and create business rules in Dataverse

The ability to build business rules that ensure consistent business logic whatever app is accessing that data set is imperative to a successful business operation. This module will show you how you can build business rules that are triggered anytime they're used within Dataverse.

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25. Get started with Power Automate

Power Automate is an online workflow service that automates actions across the most common apps and services.

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26. Use the Admin center to manage environments and data policies in Power Automate

Tenant and environment admins use the Power Automate Admin center to manage data policies and environments for Power Automate deployments.

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27. Use Dataverse triggers and actions in Power Automate

This module introduces the triggers and actions that you can use to build flows in Power Automate with Dataverse.

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28. Extend Dataverse with Power Automate

With the Microsoft Dataverse connector, you can build Power Automate cloud flow automations that start on events within a Dataverse environment. In addition to the primary data operations, you can also work with files and images, perform custom actions, search data, and manage transactions on data operations.

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29. Introduction to expressions in Power Automate

Get the most out of your data using functions to create expressions.

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30. Build your first Power Automate for desktop flow

Learn the basics of Power Automate for desktop flows. Additionally, learn how to build the first flow to help automate a repetitive task, freeing up time for more important endeavors.

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31. Run a Power Automate for desktop flow in unattended mode

Some business processes require supervision or input that’s impossible or risky to automate. However, you can fully automate other processes that don’t require human oversight or are inconvenient or impractical to constantly monitor. This module demonstrates the solution for these scenarios by explaining how to run your UI and API flows in unattended mode.

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32. Optimize your business process with process advisor

With the process advisor capability in Power Automate, you can record existing business processes and analyze them to increase efficacy by tracking completion times and mapping various actions that are involved. The first step to automating a solution is knowing the process, and process advisor helps simplify that task.

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33. Get started with Microsoft Copilot Studio

Microsoft Copilot Studio allows organizations to quickly create copilots based on business scenarios their customers and employees can easily interact with as needed. In this module, you're introduced to key concepts for copilots.

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34. Enhance Microsoft Copilot Studio bots

Many times, you might need to leverage or integrate other technologies for your bot to provide the experience you want. This module examines some of the methods that you can use to enhance your Microsoft Copilot Studio bots such as leveraging Power Automate flow to add actions, and transferring conversations from a bot to Omnichannel for Customer Service.

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35. Manage topics in Microsoft Copilot Studio

In Microsoft Copilot Studio, topics are used to small conversations related to a specific subject. A Microsoft Copilot Studio bot typically includes many topics. This module you're introduced to the basic principles of topics such as trigger phrases and conversation paths and how to create them.

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36. Manage Microsoft Copilot Studio

Microsoft Copilot Studio allows organizations to quickly create copilots based on business scenarios their customers and employees can easily interact with as needed. This module examines the components available for managing and administrating copilots.

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37. Get started building with Power BI

Learn about Power BI, the building blocks and flow of Power BI, and how to create compelling, interactive reports.

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38. Get data with Power BI Desktop

How can you find, collect, and clean data from different sources? Power BI is a tool for making sense of your data. You will learn tricks to make data-gathering easier.

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39. Model data in Power BI

Connect Power BI to multiple data sources to create reports. Define the relationship between your data sources.

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40. Use visuals in Power BI

Create and customize visuals to present data in compelling and insightful ways.

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41. Explore data in Power BI

Turn your business intelligence data into data insights by creating and configuring Power BI dashboards.

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42. Publish and share in Power BI

Publish and share your Power BI reports and dashboards to teammates in your organization or to everyone on the web.

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43. Manage solutions in Power Apps and Power Automate

Microsoft Power Apps and Power Automate include such package features as apps from Microsoft Power Apps, site maps, flows, entities, customer connectors, and more. In this module, you'll learn how to manage solutions with Power Automate.

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44. Load/export data and create data views in Dataverse

Dataverse lets you load data into or export tables from other tables by using Microsoft Excel. You can also create views to quickly review data that is stored within a table.

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45. Get started with AI Builder

This self-paced module helps you build an AI model from the beginning and shows how you can use it in your business without writing a single line of code.

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46. Manage models in AI Builder

Understand your model, model versions, and model sharing in AI Builder.

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47. Use AI Builder in Power Automate

Learn the basics of AI Builder usage in Power Automate and how it can benefit your organization.

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48. Functional Consultant skills

Learn about the functional consultant role and the key skills needed to be successful in this role on a Microsoft Power Platform project.

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49. Solution Architect series: Plan application lifecycle management for Power Platform

Solution architects for Microsoft Power Platform need to define the environment strategy and application lifecycle management (ALM) for transporting work from development to test to production.

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Audience

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.

Prerequisites

Please review the prerequisites listed for each module in the course content and click on the provided links for more information.

Certification

product-certification

Skills Measured

  • Configure Microsoft Dataverse
  • Create apps by using Microsoft Power Apps
  • Create and manage logic and process automation
  • Manage environments

Course Benefits

product-benefits
  • Career growth
  • Broad Career opportunities
  • Worldwide recognition from leaders
  • Up-to Date technical skills
  • Popular Certification Badges

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