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