Microsoft Power Platform Functional Consultant PL200 - New Zealand

Microsoft Power Platform Functional Consultant PL200 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