PL-200: Microsoft Power Platform Functional Consultant

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 Preparation for Professional Certification Microsoft Certified: Power Platform Functional Consultant Associate, exam PL-200 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