PL-200T00 | Microsoft Power Platform Functional Consultant
Duration: 4 Days
Course Overview
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.
What will you gain from taking this Microsoft training course?
Work with an organization to gather requirements and implement Microsoft 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
Within this Microsoft training course, you will learn the following modules:
Module 1: Describe the Business Value of the Microsoft Power Platform
Introduction
Explore Microsoft Power Platform
Describe the Business Value of the Power Platform
Explore Connectors and Microsoft Dataverse
Describe How Power Platform Works with Microsoft 365 Apps and Services
Explore How Power Platform Works with Microsoft Teams
Describe How Power Platform Works with Microsoft Dynamics 365 Apps
Describe How Power Platform Solutions Consume Microsoft Azure Services
Explore How Microsoft Power Platform Apps Work Together
Module 2: Get Started with Power Pages
Introduction to Power Pages
Get Started with Power Pages
Core Tools and Components of Power Pages
Overview of Power Pages Security
Overview of Power Pages Extensibility
Module 3: Create and Use Analytics Reports with Power BI
Introduction
Use Power BI
Building Blocks of Power BI
Tour and Use the Power BI Service
Module 4: Manage Workspaces and Datasets in Power BI
Introduction
Distribute a Report or Dashboard
Monitor Usage and Performance
Recommend a Development Life Cycle Strategy
Troubleshoot Data by Viewing its Lineage
Configure Data Protection
Module 5: Create Tables in Dataverse
Introduction to Microsoft Dataverse
Table Characteristics
Exercise - Create a Microsoft Dataverse Table
Exercise - Import Data into your Microsoft Dataverse Database
Table Relationships
Exercise - Create Table Relationships
Dataverse Logic and Security
Exercise - Create a Custom Table and Import Data
Dataverse Auditing
Dual-Write Vs. Virtual Tables
Module 6: Manage Tables in Dataverse
Identify Tables and Table Types in Dataverse
Create a Custom Table
Enable Attachments Within a Table
Licensing Requirements for Each Table Type
Lab - Create a New Custom Table and Enable Attachments
Module 7: Create and Manage Columns within a Table in Dataverse
Define Columns in Microsoft Dataverse
Column Types in Microsoft Dataverse
Add a Column to a Table
Create a Primary Name Column
Restrictions That Apply to Columns in a Table
Create an Auto Numbering Column
Create an Alternate Key
Exercises
Module 8: Create a Relationship Between Tables in Dataverse
Relate One or More Tables - Introduction
Relationship Types That are Available in Microsoft Dataverse
Create a One-To-Many Relationship Between Tables
Create a Many-To-Many Relationship Between Tables
Edit or Delete Relationships
Exercise - Create Two Tables and Relate Them by Using a One-To-Many Relationship
Module 9: Working with Choices in Dataverse
Define Choice Column
Standard Choices Column
Lab - Create a New Choice or Modify an Existing Choice
Module 10: Get Started with Security Roles in Dataverse
Introduction to Environment Roles
Understand Environment Roles
Adding or Disabling an Environment User
Understand Security Concepts in Dataverse
Understand User Security Roles and Security Role Defaults
Exercise - Create A Custom Role
Check the Roles That a User Belongs To
Configure Dataverse Teams for Security
Configure Dataverse Group Teams for Security
Module 11: Use Administration Options for Dataverse
Introduction to Microsoft Power Platform Admin Center Portal
Use Microsoft Power Platform Admin Center Portal
Tenant Storage Capacity
Advanced Customisation Options in Power Apps Portal
Enable and Disable Auditing
Module 12: Manage Dynamics 365 Model-driven App Settings and Security
Introduction
Configure Role-Based Security
Manage Teams and Business Units
Explore Settings and Customisations
Knowledge Check
Exercise - Create A New Security Role
Module 13: Introduction to Microsoft Power Platform Security and Governance
Introduction
Identify Microsoft Power Platform Environments
Data Loss Prevention Policies
Microsoft Power Platform Center of Excellence Starter Kit
Exercise - Create a Power Platform Environment
Module 14: Get Started with Model-driven Apps in Power Apps
Introducing Model-Driven Apps
Components of Model-Driven Apps
Design Model-Driven Apps
Exercise
Exercise - Control Security When Sharing Model-Driven Apps
Exercise - Create a Model-Driven App
Module 15: Configure Forms, Charts, and Dashboards in Model-driven Apps
Forms Overview
Form Elements
Configure Multiple Forms
Use Specialised Form Components
Configure Views Overview
Configure Grids
Create and Edit Views
Configure Charts Overview
Dashboards Overview
Use Interactive Streams and Tiles
Module 16: Get Started with Power Apps Canvas Apps
Introduction to Power Apps
Power Apps Building Blocks
Exercise - Create Your First App in Power Apps
Ways to Build Power Apps
Power Apps Related Technologies
Additional Power Apps Related Technologies
Designing a Power Apps App
Module 17: Connect to Other Data in a Power Apps Canvas App
Overview of the Different Data Sources
Work with Action-Based Data Sources
Power Automate is a Companion to Power Apps
Module 18: How to Build the UI in a Canvas App in Power Apps
Use Themes to Quickly Change the Appearance of your App
Branding a Control
Icons
Images
Personalisation
Using the Tablet or Phone Form Factors
Exercise - Create UI for a New Canvas App
Module 19: Manage Apps in Power Apps
Exercise - Manage App Versions in Power Apps
Exercise - Share Apps in Power Apps
Exercise - Understand Environments in Power Apps
Power Apps Review
Module 20: Build your First App with Power Apps and Dataverse for Teams
Introduction
Create your First App with the Hero Template
Customise your App with Power Apps Studio
Publish your App
Install Template Apps
Module 21: Access Dataverse in Power Pages Websites
Introduction
Use Lists to Display Multiple Dataverse Records
Use Forms to Interact with Dataverse Data
Exercise - Use the List and Form Components
Module 22: Authentication and User Management in Power Pages
Introduction
Power Pages Authentication Settings
User Registration in Power Pages
Authentication Management for Power Pages Users
Power Pages Authentication Providers
Exercise - Use an Invitation to Register Users
Module 23: Power Pages Maintenance and Troubleshooting
Introduction
Power Pages Website Maintenance
Power Pages Website Troubleshooting
Exercise - Run the Portal Checker
Module 24: Define and Create Business Rules in Dataverse
Define Business Rules - Introduction
Define the Components of a Business Rule
Create a Business Rule
Exercise - Create a Business Rule
Module 25: Get Started with Power Automate
Introducing Power Automate
Exercise - Create Your First Flow
Exercise - Create Recurring Flows
Exercise - Monitor Incoming Emails
Exercise - Share Flows
Troubleshoot Flows
Module 26: Use the Admin Center to Manage Environments and Data Policies in Power Automate
Administer Flows
Export and Import Flows
Learn How to Distribute Button Flow
Module 27: Use Dataverse Triggers and Actions in Power Automate
Introduction
Dataverse Triggers
Use Triggers
Work with Dataverse Actions
Module 28: Extend Dataverse with Powee Automate
Introduction
Set Up a Flow and Configure its Trigger
Email Dataverse Record
Add To-Do Items
Test and Run your Flow
Module 29: Introduction to Expressions in Power Automate
Introduction to Expressions
Get Started with Expressions
Notes Make Things Easier
Types of Functions
Write Complex Expressions
Exercise - Creating a Manual Flow and Using Expressions
Module 30: Build your First Power Automate for Desktop Flow
Introduction
Set Up the Environment
Explore Power Automate for Desktop
Create Your First Power Automate for Desktop Flow
Record Power Automate for Desktop Actions
Edit and Test Recorded Actions
Module 31: Run a Power Automate for Desktop Flow in Unattended Mode
Introduction
Set Up an Unattended Desktop Flow
Create a New Cloud Flow That Calls an Existing Flow in Unattended Mode
Perform a Test Run
Best Practices
Module 32: Optimise your Business Process with Process Advisor
Introduction
Get Familiar with Process Advisor
Create Your First Recording
Edit Recordings and Group Actions
Analyse Recordings and Interpret Results
Automation Recommendations
Module 33: Get Started with Power Virtual Agents Bots
Introduction
Get Started Working with Environments
Create Bots and Work with the Power Virtual Agents Interface
Create Topics
Test Bots
Publish Bots and Analyse Performance
Exercise - Build your First Chatbot
Module 34: Enhanced Power Virtual Agents Bots
Introduction
Use Power Automate to Add Actions
Transfer Conversations to Agents by Using Omnichannel for Customer Service
Create Topics for Existing Support Content
Analyse Bot Performance
Module 35: Manage Topics in Power Virtual Agents
Introduction
Work with Bot Topics
Branch a Topic
System Topics
Create Topics for Existing Support Content
Work with System Fallback Topics
Manage Topics
Module 36: Manage Power Virtual Agents
Introduction
Environments in Power Virtual Agents
Bot Topics Permissions
Bot Entities and Flow Permissions
Monitor and Diagnose
Administer and Manage
Export and Import Bots
Authentication
Module 37: Get Started Building with Power BI
Introduction
Use Power BI
Building Blocks of Power BI
Tour and Use the Power BI Service
Module 38: Get Data with Power BI Desktop
Overview of Power BI Desktop
Explore Power BI Desktop
Connect to Data Sources
Get Data from Excel
Transform Data to Include in a Report
Combine Data from Multiple Sources
Clean Data to Include in a Report
Module 39: Model Data in Power BI
Introduction to Modeling your Data
How to Manage your Data Relationships
Create Calculated Columns
Optimise Data Models
Create Measures
Create Calculated Tables
Explore Time-Based Data
Module 40: Use Visuals in Power BI
Introduction to Visuals in Power BI
Create and Customise Simple Visualisations
Create Slicers
Map Visualisations
Matrices and Tables
Create Scatter, Waterfall, and Funnel Charts
Modify Colors in Charts and Visuals
Page Layout and Formatting
Module 41: Explore Data in Power BI
Introduction to the Power BI Service
Quick Insights in Power BI
Create and Configure A Dashboard
Ask Questions of your Data with Natural Language
Create Custom Q&A Suggestions
Share Dashboards with your Organisation
Display Visuals and Tiles in Full Screen
Edit Tile Details and Add Widgets
Get More Space on Your Dashboard
Module 42: Publish and Share in Power BI
Introduction to Using Workspaces
Publish Power BI Desktop Reports
Print and Export Dashboards and Reports
Introducing Power BI Mobile
Create Workspaces in Power BI
Build Apps
Use Apps
Integrate Onedrive for Business with Power BI
Publish to Web
Module 43: Manage Solutions in Power Apps and Power Automate
Introduction
Add and Remove Apps, Flows, And Entities in a Solution
Edit a Solution-Aware App, Flow, And Table
Exercise - Import and Export Solutions
Build and Deploy a Complex Solution with Flows, Apps, and Entities
Automate Solution Management
Module 44: Load/Export Data and Create and Data Views in Dataverse
View Data in 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
Generate a New Dataflow from an Excel Template
Dataflow and Azure Integration
Module 45: Get Started with AI Builder
Introduction to AI Builder
Choose an AI Capability
Create your First Model
Ways to Use Your Models
Module 46: Manage Models in AI Builder
Model Lifecycle
Manage Model Versions
Share your Models
Module 47: Use AI Builder in Power Automate
Introduction to AI Builder Usage in Power Automate
AI Builder in Power Automate Saves Time
Exercise - Use AI Builder Actions in Power Automate
Advanced Usage of AI Builder in Power Automate
Module 48: Functional Consultant Skills
Introduction
Create Entity Relationship Diagrams
Create and Document Mock-Ups
Document Functional Requirements and Artifacts
Complete Fit-Gap Analysis
Discuss Stakeholder Management Responsibilities
Understand Industry Accelerators
Define Application Lifecycle Management
Participate in Testing
Evaluate Options
Define Connectors
Understand Power Apps Component Framework
Module 49: Solution Architect Series: Plan Application Lifecycle Management for Power Platform
Introduction
Key Considerations for ALM
Solutions
Configuration and Reference Data
Release Process
ALM With Azure Devops
Who should attend this Course?
This Microsoft Power Platform Functional Consultant PL200 Course is a training course designed to equip professionals with the knowledge and skills required to utilise the Microsoft Power Platform to design and create solutions that enhance business processes and data insights. It can benefit a wide range of professionals, including:
Functional Consultants
Business Analysts
Application Developers
Data Analysts
IT Professionals
Project Managers
Consultants
Prerequisites of the Microsoft Power Platform Functional Consultant PL200 Course
Delegates must have experience in working as an IT professional or student
A basic working knowledge of Microsoft Power Platform and it’s key components
Knowledge of Microsoft Dataverse (or general data modelling) and security concepts