Microsoft Power Platform Functional Consultant Training (PL-200)

Power Pages provide a great way to allow internal and external audiences to view and interact with data from Microsoft Dataverse or Dynamics 365. They should be considered a pillar in an organization's overall web strategy.

This learning path introduces you to Power Pages that can be quickly provisioned to serve various audiences and workloads. We also cover the fundamentals of Power Pages architecture, components, features, tooling, and security.

This learning path introduces you to Power BI and teaches you to use and build business intelligence reports.

In this Learning Path, you'll learn how to publish Power BI reports to the Power BI service. You'll also learn how to create workspaces, manage related items, and data refreshes for up-to-date reports.

Additionally, implement row-level security to restrict user access to relevant data without requiring multiple reports.

Dataverse lets you securely store and manage data used by business applications. Standard and custom tables within Dataverse provide a secure and cloud-based storage option for your data.

This module explains how to:

• Create tables with Dataverse
• Import data into a Dataverse database

Dataverse tables are similar to tables in a database. Every instance of a Dataverse database includes a set of tables that provide structure for data commonly used by business applications.

In this module, you'll learn about:

• Tables in Dataverse.
• Types of tables that are available in Dataverse.
• Creating a custom table.
• Enabling attachments within a table.
• Which licensing requirements apply to use each type of table?

Do you want to create new data columns or use existing standardized columns for your business solutions? This module will show you how to manage or create new columns within a table in Dataverse.

In this module, you will:

• Learn what a column is in Dataverse.
• Learn about the types of columns that are available in Dataverse.
• Add a column to a table.
• Learn what a primary name column is in Dataverse.
• Identify restrictions that are associated with columns.
• Create an auto-numbering column.
• Create an alternate key.

Do you want to create standardized choice lists that you can use across your Power Apps? This module will show you how to create new or use standard choice lists called choices in Dataverse.

In this module, you will:

• Learn about choices.
• Explore the standard choices.
• Create a new choice or modify an existing one.
• Create an alternate key.

Do you want to use security roles to limit user permissions? This module will show you how to set permissions to limit access to an environment. Or limit which users can view, edit, or delete data in an environment within Dataverse.

In this module, you will:

• Learn about security roles and apply them to users in an environment.
• Learn how to add users to an environment.
• Understand security concepts in Dataverse.
• Identify default security roles.
• Create a custom role.
• Create a custom security role and assign it to entities and users.
• Learn how to configure Dataverse teams for security
• Learn how to configure Dataverse group teams for security

Do you need to create relationships between tables? This module will show how and why you can separate data into tables and how to relate between tables to build complex and robust business solutions. It will also explain the different kinds of relationships that you can define between tables in Dataverse.

In this module, you'll learn:

• Why you should segment data that is used by your solutions into many tables.
• Why do you need to relate one table to another?
• How to build relationships between tables.
• How to select the proper relationship type when you're building solutions with Dataverse

Do you need to create relationships between tables? This module will show how and why you can separate data into tables and how to relate between tables to build complex and robust business solutions. It will also explain the different kinds of relationships that you can define between tables in Dataverse.

In this module, you'll learn:

• Why you should segment data that is used by your solutions into many tables.
• Why do you need to relate one table to another?
• How to build relationships between tables.
• How to select the proper relationship type when you're building solutions with Dataverse.

Do you want to create standardized choice lists that you can use across your Power Apps? This module will show you how to create new or use standard choice lists called choices in Dataverse.

In this module, you will:

• Learn about choices.
• Explore the standard choices.
• Create a new choice or modify an existing one.

Do you want to use security roles to limit user permissions? This module will show you how to set permissions to limit access to an environment. Or limit which users can view, edit, or delete data in an environment within Dataverse.

In this module, you will:

• Learn about security roles and apply them to users in an environment.
• Learn how to add users to an environment.
• Understand security concepts in Dataverse.
• Identify default security roles.
• Create a custom role.
• Create a custom security role and assign it to entities and users.
• Learn how to configure Dataverse teams for security
• Learn how to configure Dataverse group teams for security

Do you need to use administration options that are available for Dataverse? This module will show you how to use solutions within Dataverse and administer environments.

In this module, you'll learn how to:

• Administer Dataverse.
• Identify the different portals that are available for Dataverse

In this module, students will learn about the role-based security model. They will also learn how to explore and navigate Dynamics 365 settings and configure a theme for the application.

At the end of this module, you will be able to:

• Manage role-based security
• Explore customization functionality and customize themes

Do you want to learn how to help secure and govern Microsoft Power Platform apps like Power Automate and Power Apps? This module introduces Microsoft Power Platform environments and their role in creating Data Loss Prevention (DLP) policies using examples and use cases.

A brief introduction and overview of tools will also be discussed, including Microsoft Power Platform and Power Automate Admin experiences and the Microsoft Power Platform Center of Excellence (COE) toolkit.

In this module, you will:

• Access Microsoft Power Platform admin experiences.
• Create a simple environment and tenant-wide DLP policies.
• Discover and identify the differences between the Business and No-business data groups.
• Learn the differences between out-of-the-box Power Automate Admin experiences and the Microsoft Power Platform Center of Excellence toolkit.

Model-driven app design is an approach that focuses on quickly adding components to your apps. These components include dashboards, forms, views, and charts. With little or no code, you can make simple or complex apps.

In this module, you will:

• Learn about model-driven app design
• Create a model-driven app

In this module, you'll learn about forms, grids, views, charts, and dashboards that can be used in model-driven apps.

In this module, you will:

• Learn about form elements and controls
• Configure forms
• Use specialized form components
• Use editable grids
• Identify views and use public views
• Learn how to configure charts
• Learn how to configure dashboards

Learn the basics of Power Apps and how to use it in your organization.

In this module, you will:

• Explore how Power Apps can make your business more efficient.
• Learn how to use different technologies to perform different tasks in Power Apps.
• Learn about the different ways to build an app in Power Apps.
• Create your first app from data in an Excel workbook.

Module 20: Connect to other data in a Power Apps canvas app

Do you need to connect to data that isn't tabular? This module will help with that. It includes a discussion of action-based connectors, Flow, and user data.

In this module, you'll:

• Understand and use action-based connectors
• Integrate user information and user profile information into a canvas app
• Use Power Automate with Power Apps

Do you want to build a better UI for app users? This module helps you use themes, icons, images, personalization, different form factors, and controls.

In this module, you will:

• Understand the basics of building the UI through themes, icons, control customization, and images.
• Use personalization in a canvas app
• Understand the differences between the Tablet and Mobile form factors

Manage app versions, app sharing, and environments in Power Apps.

In this module, you will:

• Learn how to view and restore app versions.
• Explore how to share an app, including permissions and notifications.
• Learn about what environments are, how to create them, and how to manage security.
• Find more information about Power Apps.

Today's business problems increasingly require modern digital solutions. With a low-code platform, anyone with a great idea can build a digital app. Dataverse for Teams allows you to build modern digital apps and deploy them to help you and your team solve those problems.

In this module, you will:

• Create an app by using the hero template.
• Customize and publish your app.
• Install templates

An external user might have several identities when registering and accessing a website. You can add website users in many ways, and several options are available to website users for validating their identities and maintaining their profiles. Microsoft Power Pages supports various authentication options and provides powerful user-management capabilities.

Administrators can choose between local or delegating authentication to a trusted authentication provider. Power Pages supports multiple authentication providers and various industry standards.

In this module, you'll:

• Explore everyday authentication tasks in a Power Pages website deployment.
• Learn about portal contract extensions.
• Set up and register contacts as portal users.
• Align portal authentication settings with business requirements.
• Identify authentication provider capabilities and steps that are involved in the registration.
• Select and set up identity providers.

Administrators should consider various techniques, best practices, and features when building a Microsoft Power Pages website. This module covers the various available troubleshooting tools and explains the importance of using the Site Checker tool.

In this module, you'll:

• Apply strategies and techniques to troubleshoot Power Pages website issues.
• Learn how the Site Checker tool works and how to resolve potential website issues.
• Complete the website update process.

The ability to build business rules that ensure consistent business logic, whatever app is accessing that data set, is imperative to a successful business operation. This module will show you how to build business rules triggered anytime they're used within Dataverse.

In this module, you'll learn how to:

• Define business rules in Dataverse.
• Create and manage business rules in Dataverse

Power Automate is an online workflow service that automates actions across the most common apps and services.

In this module, you will:

• Create a flow that automatically saves email attachments
• Learn how to create a button flow to send yourself a reminder

Tenant and environment admins use the Power Automate Admin center to manage data policies and environments for Power Automate deployments.

In this module, you will:

• Learn about the Admin center
• Learn how to import and export flows
• Learn how to share flows

This module introduces the triggers and actions that you can use to build flows in Power Automate with Dataverse.

In this module, you will:

• Learn about the Dataverse triggers and actions in Power Automate.
• Discover the additional inputs that are available.

This module explains how to create your first Flow in Power Automate with triggers and actions from Dataverse.

In this module, you will:

• Build flows with Dataverse.
• Integrate Dataverse with Microsoft Outlook.
• Integrate Dataverse with Microsoft To Do.

Get the most out of your data using functions to create expressions.

In this module, you will:

• Use one or more functions to create expressions.
• Use functions to retrieve, change, evaluate, and more data.

Learn the basics of Power Automate for desktop flows. Additionally, learn how to build the first Flow to help automate a repetitive task, freeing time for more important endeavors.

In this module, you'll:

• Learn how to use Power Automate to create a new desktop flow.
• Record actions that are performed in a desktop-based application.
• Perform a test run of the new desktop flow.

Some business processes require supervision or input that's impossible or risky to automate. However, you can fully automate other processes that don't require human oversight or are inconvenient or impractical to monitor constantly. This module demonstrates the solution for these scenarios by explaining how to run your UI and API flows in unattended mode.

In this module, you'll:

• Run a basic desktop flow in unattended mode.
• Run a desktop flow and cloud flow scenario in unattended mode.
• Learn about best practices and set up for unattended desktop flows

With the process advisor capability in Power Automate, you can record existing business processes and analyze them to increase efficacy by tracking completion times and mapping various actions involved. The first step to automating a solution is knowing the process; the process advisor helps simplify that task.

In this module, you will:

• Create your first recording.
• Edit recordings and group actions.
• Analyze recordings and interpret results.

Power Virtual Agents allows organizations to quickly create bots based on business scenarios their customers and employees can easily interact with as needed. In this module, you'll be introduced to key concepts and build a basic Microsoft Power Virtual Agents bot.

In this module, you will:

• Create Power Virtual Agents bots.
• Test Power Virtual Agents bots.
• Analyze performance

You may need to leverage or integrate other technologies for your bot to provide the experience you want. This module examines some methods to enhance your Power Virtual Agents bots, such as leveraging Power Automate flow to add actions and transferring conversations from a bot to Omnichannel for Customer Service.

In this module, you will:

• Initiate Power Automate flows directly from topics in your bot.
• Configure bots to pass conversations to applications such as Omnichannel for Customer Service.
• Extract content from support pages and configure it into bot topics you can use in conversations.

In Microsoft Power Virtual Agents, topics are used for small conversations related to a specific subject. A Power Virtual Agents bot will typically include many topics. In this module, you will be introduced to the basic principles of topics, such as trigger phrases and conversation paths and how to create them.

In this module, you will:

• Examine how to use topics to create and manage conversation paths in a bot.
• Work with topic triggers and conversation nodes.
• Add branching to a topic.
• Use system topics and create topics from content.
• Set up fall-back topics to handle unrecognized user input.

Power Virtual Agents allows organizations to quickly create bots based on business scenarios their customers and employees can easily interact with as needed. This module examines the components available for managing and administrating Power Virtual Agent Bots.

In this module, you will:

• Create and configure a new bot.
• Set permissions and security.
• Use topics and entities.
• Import and export bots.
• Authenticate users.

Learn what Power BI is, including its building blocks and how they work together.

In this module, you will:

• Learn how Power BI services and applications work together.
• Explore how Power BI can make your business more efficient.
• Learn how to create compelling visuals and reports.

How can you find, collect, and clean data from different sources? Power BI is a tool for making sense of your data. You will learn tricks to make data gathering easier.

In this module, you will:

• Explore the data-centric features and tools of Power BI.
• Explore ways to find data.

Connect Power BI to multiple data sources to create reports. Define the relationship between your data sources.

In this module, you will:

• Create relationships between your data sources
• Create a new field with calculated columns
• Optimize data by hiding fields and sorting visualization data
• Create a measure to perform calculations on your data
• Use a calculated table to create a relationship between two tables
• Format time-based data so that you can drill down for more details

Create and customize visuals to present data in compelling and insightful ways.

In this module, you will:

• Explore Power BI visuals
• Create visuals

Turn your business intelligence data into data insights by creating and configuring Power BI dashboards.

In this module, you will:

• Upload reports
• Create dashboards
• Ask questions about your data

Publish and share your Power BI reports and dashboards with teammates in your organization or everyone on the web.

In this module, you will:

• Publish reports
• Print and export reports
• Build apps
• Integrate with OneDrive
• Publish to the web

Microsoft Power Apps and Power Automate include such package features as apps from Microsoft Power Apps, site maps, flows, entities, customer connectors, and more. In this module, you'll learn how to manage solutions with Power Automate.

In this module, you will:

• Package existing items into a solution.
• Create solutions.
• Edit existing solution-aware app flows in a solution.
• Import and export solutions.
• Deploy complex solutions with many components.
• Learn about component dependency on other components

Dataverse lets you load data into or export tables from other tables using Microsoft Excel. You can also create views to review data stored within a table quickly.

In this module, you will:

• View data within 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 in the Maker Portal
• Generate a new dataflow from an Excel Template
• Learn about dataflows and Azure integration

This self-paced module helps you build an AI model from the beginning and shows how to use it in your business without writing a single line of code.

In this module, you will:

• Explore how AI Builder can help improve your business performance.
• Learn how to use different AI technologies to enhance your processes.
• Create your first model.
• Learn how to use your models in Power Apps and Power Automate.

Understand your model, model versions, and model sharing in AI Builder.

In this module, you will:

• Learn about the lifecycle of a model.
• Learn how to manage model versions.
• Explore how to share a model, including permissions.
• Get a better understanding of AI Builder.

Learn the basics of AI Builder usage in Power Automate and how it can benefit your organization. 

In this module, you will:

• Explore how using AI Builder in Power Automate can save you time. 
• Learn how to use AI Builder actions in Power Automate.
• Discover advanced AI Builder usage in Power Automate.

Learn about the functional consultant role and the critical skills needed to be successful in this role on a Microsoft Power Platform project.

In this module, you will:

• Learn the essential responsibilities and skills of the functional consultant role on a project that involves Microsoft Power Platform.
• Learn about creating entity relationship diagrams, wireframes, and mockups for apps, documenting requirements and solution artifacts, and documenting data details for migration and integration.
• Understand how functional consultants are expected to engage with stakeholders, perform quality assurance, and configure project integrations.

Solution architects for Microsoft Power Platform need to define the environment strategy and application lifecycle management (ALM) for transporting work from development to test to production.

In this module, you will:

• Learn about Microsoft's vision and the solution architect's role in ALM.
• Review environment strategies.
• Define a solution structure for your deliverables.