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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.
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What You'll Learn

  • Configure manage-driven Apps with Power Apps
  • Create Canvas apps with Power Apps
  • Integrate UI in a Canvas app in Power Apps
  • Manage sharing and customization in Microsoft Power Platform

Who Should Attend

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.

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Prerequisites

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

19. Manage apps in Power Apps

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

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.

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.

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.

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.

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.

25. Get started with Power Automate

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

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.

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.

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.

29. Introduction to expressions in Power Automate

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

39. Model data in Power BI

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

40. Use visuals in Power BI

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

41. Explore data in Power BI

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

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.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.

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.

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.

46. Manage models in AI Builder

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

47. Use AI Builder in Power Automate

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

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.

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.

 

Skills Measured

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

Frequently Asked Questions (FAQs)

  • Why get Microsoft certified?

    Microsoft certifications validate your skills and expertise in Microsoft technologies and solutions, demonstrating your ability to design, implement, and manage cutting-edge technologies.

    These certifications are globally recognized and highly sought after by employers, as they signify your proficiency in using Microsoft products and services to drive innovation and solve business challenges.

    Microsoft-certified professionals are in high demand, opening doors to new career opportunities and higher earning potential.

  • What to expect for the examination?

    Microsoft certification exams are designed to assess your knowledge and skills in specific Microsoft technologies and solutions.

    Exams typically consist of multiple-choice, multiple-select, and case study questions, and some may include lab simulations to evaluate your practical skills.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • How long is Microsoft certification valid for?

    Most Microsoft role-based and specialty certifications are valid for one year from the date of passing the exam.

    To maintain your certification, you will need to renew it annually by passing a free online assessment on Microsoft Learn.

    However, Microsoft Applied Skills credentials and Fundamentals certifications do not expire.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • Why take this course with Trainocate?

    Here’s what sets us apart:

    - Global Reach, Localized Accessibility: Benefit from our geographically diverse training hubs in 24 countries (and counting!).

    - Top-Rated Instructors: Our team of subject matter experts (with high average CSAT and MTM scores) are passionate to help you accelerate your digital transformation.

    - Customized Training Solutions: Choose from on-site, virtual classrooms, or self-paced learning to fit your organization and individual needs.

    - Experiential Learning: Dive into interactive training with our curated lesson plans. Participate in hands-on labs, solve real-world challenges, and take on comprehensive assessments.

    - Learn From The Best: With 30+ authorized training partnerships and countless awards from Microsoft, AWS, Google – you're guaranteed learning from the industry's elite.

    - Your Bridge To Success: We provide up-to-date course materials, helpful exam guides, and dedicated support to validate your expertise and elevate your career.

Funding Info

Skills Future Singapore

There are a few categories of eligibility. This can be segmented into:

Self Sponsored
  • Age 21 years to 39 years old can get up to 50% funding
  • Age 40 years old and above can get up to 70% funding
Company Sponsored (Non-SME)
  • Age 21 years to 39 years old can get up to 50% funding
  • Age 40 years old and above can get up to 70% funding
Company Sponsored (SME)
  • Age 21 years and above can get up to 70% funding

SSG Funding Requirements

  • Trainees must fulfil at least 80% attendance and pass the in-house assessment to be eligible for funding.
  • A functioning Singpass app is required for mandatory e-attendance scanning.
    • Trainees must scan their attendance twice daily using the Singpass app.
    • If you are unable to access Singpass, please inform us in advance so we can assist you.

Cancellation Policy

  • Requests for cancellation or deferment must be submitted in writing at least 14 days before the class start date.
  • Cancellation initiated less than 14 days before the class start will incur fee charges.
  • Approval is subject to Trainocate’s discretion.

Refund Policy

  • Cancellation requests must be submitted at least 14 days before the class start date to receive a full refund with no charges.
  • Cancellations made 7 to 13 days before the class start date will incur a 50% course fee charge.
  • Cancellations made less than 7 days before the class start date will be charged 100% of the course fee.
  • Exceptions may be granted with Trainocate management approval.

Feedback Policy and Procedure

  • You may submit any feedback / complaints via email to  funding@trainocate.com.
  • All formal complaints will be handled within 7 working days from receipt with a written reply given.
  • Feedback given will be documented and used in continual service and delivery improvement.

Appeal Policy and Procedure

As a candidate in this course assessment, you may appeal your results if you disagree with them. To do so, submit your appeal via email to funding@trainocate.com within 3 working days of receiving your assessment results.


For more funding info and FAQs, click here.


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Exam & Certification

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