Power Platform Functional Consultant (PL-200)

Kurso aprašymas

Overview

Students will learn to configure the Microsoft Power Platform including the four key products; Power Apps, Power Automate, Power BI and Power Virtual Agents. Additionally, this course has a focus on Dataverse and AI Builder.
This course looks in-depth at the Power Platform and, with additional study, will help students prepare for exam PL-200.

 

Audience Profile

Learners should be from a technical or developer background and wish to learn the skills required by a Power Platform Functional Consultant. A Functional Consultant is responsible for creating and configuring apps, automations, and solutions.

 

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

 

Delegates will learn how to

  • Work with an organization to gather requirements and implement Microsoft Power Platform solutions
  • Build model-driven and canvas apps
  • Create Power Automate flows
  • Design a simple chatbot using Power Virtual Agents
  • Analyze data using Power BI visualizations and dashboards

 

Outline

Module 1: Introduction to Microsoft Power Platform
This module 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.
Lessons
  • Microsoft Power Platform overview

      Lab : Validate lab environment

After completing this module, students will be able to:
  • Identify the key components of Microsoft Power Platform
Module 2: Work with Dataverse
In this module, 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.
Lessons
  • Work with tables
  • Understand data types and behavior
  • Configure security settings

      Lab : Create an app

      Lab : Create tables and columns

      Lab : Create relationships

      Lab : Additional table settings

After completing this module, 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
Module 3: Make model-driven apps with Power Apps
In this module, 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.
Lessons
  • Building blocks of model-driven apps
  • Design model-driven apps
  • Forms and views

      Lab : Modify views

      Lab : Modify forms

      Lab : App designer

After completing this module, students will be able to:
  • Connect to data in Power Apps
  • Build a Power Apps model-driven app
  • Design an application user experience
Module 4: Make canvas apps with Power Apps
In this module, 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.
Lessons
  • Power Apps studio
  • Canvas apps capabilities
  • User experience

      Lab : Build a canvas app

      Lab : Work with data and services

      Lab : User experience

After completing this module, 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
Module 5: Make portals with Power Apps
In this module, 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.
Lessons
  • Power Apps portals architecture
  • Access Microsoft Dataverse in your portal
  • Authentication and user management
After completing this module, 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
Module 6: Introduction to automation
In this module, students will learn about business rules and when they can be used. Students will also get an overview of Power Automate.
Lessons
  • Business rules
  • Power Automate overview

      Lab : Configure a new business rule

      Lab : Create security roles

      Lab : Create users

      Lab : Advanced business rules

After completing this module, students will be able to:
  • Create users and grant security roles
  • Create and configure security roles
  • Create and configure advanced business rules
Module 7: Build Power Automate cloud flows
In this module, students will learn the fundamentals of cloud flows, including triggers and flows. They will create two flows, including an approval flow.
Lessons
  • Fundamentals of cloud flows
  • Triggers
  • Actions

      Lab : Create a flow

      Lab : Build an approval flow

After completing this module, students will be able to:
  • Create cloud flows
  • Understand the fundamentals of cloud flows
  • Use triggers and actions
Module 8: Build Power Automate desktop flows
In this module, 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.
Lessons
  • Build desktop flows
  • Use desktop flows
  • Process advisor
After completing this module, students will be able to:
  • Understand the value of desktop flows
  • Identify when to use desktop flows and how process advisor can help
Module 9: Build business process flows
In this module, 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.
Lessons
  • Why use business process flows
  • Using business process flow designer
  • Automating your business process flow

      Lab : Build a branching business process flow

      Lab : Build a business process flow

After completing this module, 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
Module 10: Build chatbots with Power Virtual Agents
In this module, students will learn how to automate customer interactions with a chatbot using Power Virtual Agents.
Lessons
  • Create a chatbot
  • Configure topics
  • Automate and integrate
  • Configure entities
  • Test and publish chatbots

      Lab : Build a chatbot

After completing this module, students will be able to:
  • Create a chatbot
  • Include a flow in a chatbot
  • Create topics and entities
Module 11: Analyze data with Power Bi
In this module, students will learn how to work with Power BI Desktop and Power BI Service to analyze data and create visualizations.
Lessons
  • 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 module, students will be able to:
  • Create visualizations
  • Consume data in Power BI
  • Export data visualizations for stakeholders
Module 12: Putting it all together
In this module, 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.
Lessons
  • Using solutions
  • AI Builder
  • Consultant skills

      Lab : Build charts

      Lab : Build dashboards

      Lab : Build delete data

      Lab : Build a Word template

      Lab : Build an Excel template

      Lab : Duplicate detection

      Lab : Import data

      Lab : Export data

After completing this module, 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