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PL-200T00: Microsoft Power Platform Functional Consultant

By Tyler Farmer
5 Days
Live Class Recording
October 21, 2024
Courseware

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Course Description

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. 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.

Course Outline

Learning Path 1: Introduction to Microsoft Power Platform

This Learning Path will provide the learner with background about Microsoft Power Platform and its 4 key components: Power Apps, Power Automate, Power BI, and Power Virtual Agents.

Modules

  • Microsoft Power Platform overview

Lab:

  • Validate lab environment

After completing this Learning Path, students will be able to:

  • Identify the key components of Microsoft Power Platform

 

Learning Path 2: Work with Dataverse

In this Learning Path, students will learn about creating a data model in Microsoft Dataverse, including importing data, using tabular reporting options, and configuring security. They will also learn about creating easy AI with AI Builder.

Modules

  • Work with tables
  • Understand data types and behavior
  • Configure security settings

Labs:

  • Create an app
  • Create tables and columns
  • Create relationships
  • Additional table settings

After completing this Learning Path, students will be able to:

  • Understand tables, columns, rows, and relationships
  • Configure a data model in Dataverse
  • Work in an environment within the Microsoft Power Platform admin center

 

Learning Path 3: Make model-driven apps with Power Apps

In this Learning Path, students will learn the business value of Power Apps model-driven apps. They will then learn to how to configure and design them, including user experience considerations.

Modules

  • Building blocks of model-driven apps
  • Design model-driven apps
  • Forms and views

Labs:

  • Modify views
  • Modify forms
  • App designer

After completing this Learning Path, students will be able to:

  • Connect to data in Power Apps
  • Build a Power Apps model-driven app
  • Design an application user experience

 

Learning Path 4: Make canvas apps with Power Apps

In this Learning Path, students will learn the business value of Power Apps canvas apps. They will then learn to how to configure and design them, including user experience considerations.

Modules

  • Power Apps studio
  • Canvas apps capabilities
  • User experience

Labs:

  • Build a canvas app
  • Work with data and services
  • User experience

After completing this Learning Path, students will be able to:

  • Build a Power Apps canvas app
  • Configure user experience in a canvas app
  • Understand the building blocks of a canvas app

 

Learning Path 5: Make portals with Power Apps

In this Learning Path, students will learn the business value of Power Apps portals. They will then learn to how to access Dataverse data in a portal and how portal authentication works.

Modules

  • Power Apps portals architecture
  • Access Microsoft Dataverse in your portal
  • Authentication and user management

After completing this Learning Path, students will be able to:

  • Understand how to use Dataverse data in a portal
  • Recognize types of Power Apps portals for different audiences
  • Register users for portal access

 

Learning Path 6: Introduction to automation

In this Learning Path, students will learn about business rules and when they can be used. Students will also get an overview of Power Automate.

Modules

  • Business rules
  • Power Automate overview

Labs:

  • Configure a new business rule
  • Create security roles
  • Create users
  • Advanced business rules

After completing this Learning Path, students will be able to:

  • Create users and grant security roles
  • Create and configure security roles
  • Create and configure advanced business rules

 

Learning Path 7: Build Power Automate cloud flows

In this Learning Path, students will learn the fundamentals of cloud flows, including triggers and flows. They will create two flows, including an approval flow.

Modules

  • Fundamentals of cloud flows
  • Triggers
  • Actions

Labs:

  • Create a flow
  • Build an approval flow

After completing this Learning Path, students will be able to:

  • Create cloud flows
  • Understand the fundamentals of cloud flows
  • Use triggers and actions

 

Learning Path 8: Build Power Automate desktop flows

In this Learning Path, students will learn what desktop flows are and how they are created. Students will also learn how desktop flows are used and how to use process advisor to better understand places to streamline workflows.

Modules

  • Build desktop flows
  • Use desktop flows
  • Process advisor

After completing this Learning Path, students will be able to:

  • Understand the value of desktop flows
  • Identify when to use desktop flows and how process advisor can help

 

Learning Path 9: Build business process flows

In this Learning Path, students will learn the value of business process flows and how to use the business process flow designer. They will also practice building business process flows and learn how they can be automated.

Modules

  • Why use business process flows
  • Using business process flow designer
  • Automating your business process flow

Labs:

  • Build a branching business process flow
  • Build a business process flow

After completing this Learning Path, students will be able to:

  • Create business process flows
  • Use the business process flow designer
  • Know how to add automation to a business process flow

 

Learning Path 10: Build chatbots with Power Virtual Agents

In this Learning Path, students will learn how to automate customer interactions with a chatbot using Power Virtual Agents.

Modules

  • Create a chatbot
  • Configure topics
  • Automate and integrate
  • Configure entities
  • Test and publish chatbots

Lab:

  • Build a chatbot

After completing this Learning Path, students will be able to:

  • Create a chatbot
  • Include a flow in a chatbot
  • Create topics and entities

 

Learning Path 11: Analyze data with Power Bi

In this Learning Path, students will learn how to work with Power BI Desktop and Power BI Service to analyze data and create visualizations.

Modules

  • Use tabular reporting options in Dataverse
  • Use charts and dashboards in Dataverse
  • Get started with Power BI
  • Model data in Power BI
  • Create visualizations and dashboards
  • Publish and share in Power BI

After completing this Learning Path, students will be able to:

  • Create visualizations
  • Consume data in Power BI
  • Export data visualizations for stakeholders

 

Learning Path 12: Putting it all together

In this Learning Path, students will learn how the concepts of this course pull together and how to use functional consultant skills on Microsoft Power Platform engagements. They will also learn how solutions are used in Microsoft Power Platform and will be introduced to AI Builder.

Modules

  • Using solutions
  • AI Builder
  • Consultant skills

Labs:

  • Build charts
  • Build dashboards
  • Build delete data
  • Build a Word template
  • Build an Excel template
  • Duplicate detection
  • Import data
  • Export data

After completing this Learning Path, students will be able to:

  • Understand how the concepts of this course work together
  • Manage solutions in Microsoft Power Platform
  • Use AI Builder to create and manage models
  • Apply functional consultant skills
Course Content
Introduction
Describe the business value of the Microsoft Power Platform
Identify Foundational Components of Microsoft Power Platform
What is a relational database?
Introduction to the Microsoft Dataverse
Manage environments
Manage customization with solutions
Setup Lab Environment
Create and manage tables in Microsoft Dataverse
Create and manage columns in Microsoft Dataverse
Lab: Customer Orders - Tables & Columns
Create relationships between tables in Microsoft Dataverse
Lab: Customer Orders - Relationships
Create and define calculated and rollup columns in Microsoft Dataverse
Lab: Customer Orders - Calculated Columns
Overview of the Fabrikam Environmental Solution
Load/export data in Microsoft Dataverse
Lab: Import Solution and Data, and Modify the Tables
Hierarchical Relationships and Behaviors
Connections
Solution Checker and Resolving Issues
Exporting and Importing Solutions
Calculated Columns
Demo of the PAC CLI
Dataverse Security
Administration options in Microsoft Dataverse
Comparing Model-driven apps and Canvas apps
Creating Views for Model-driven apps
Creating Forms for Model-driven apps
Creating the Model-driven app
Advanced Forms and Components
Advanced Views
Optional vs. Required Fields and Forms
Using multiple forms on the same table
Status and Status Reason columns
Dataverse Search
Review of Labs
Configure Charts and Dashboards in Model-driven apps
Customize the Command Bar in Model-driven apps
Creating Canvas Apps
Using variables for control alignment
Customize a Canvas App with Galleries and Forms
Variables
Navigation in a canvas app
Power Fx Formulas
App Checker and Accessibility
App OnStart
Patch Function
Embedding Canvas Apps in Model-driven Apps
Configure a Custom Page app
Building Automation with Power Automate
Calling Cloud Flows from a Canvas App
Business Rules
Configure Low-code Plug-ins
Course Handouts and Achievements
Visualizing Data Overview
Power BI
Application Lifecycle Management
Making Portals in Power Pages