Vault™ > PL-200T00: Microsoft Power Platform Functional Consultant

Access to the Vault™ requires an active Microsoft Live Subscription.

Login Buy Subscription

PL-200T00: Microsoft Power Platform Functional Consultant

By Tyler Farmer
5 Days
Live Class Recording
November 13, 2023
Courseware

Courseware is available for this class. Click here to view in a new tab/window.

Course Description

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.

Course Outline

Learning Path 1: Introduction to Microsoft Power Platform

This Learning Path 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.

Modules

  • Microsoft Power Platform overview

Lab:

  • Validate lab environment

After completing this Learning Path, students will be able to:

  • Identify the key components of Microsoft Power Platform

 

Learning Path 2: Work with Dataverse

In this Learning Path, 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.

Modules

  • Work with tables
  • Understand data types and behavior
  • Configure security settings

Labs:

  • Create an app
  • Create tables and columns
  • Create relationships
  • Additional table settings

After completing this Learning Path, 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

 

Learning Path 3: Make model-driven apps with Power Apps

In this Learning Path, 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.

Modules

  • Building blocks of model-driven apps
  • Design model-driven apps
  • Forms and views

Labs:

  • Modify views
  • Modify forms
  • App designer

After completing this Learning Path, students will be able to:

  • Connect to data in Power Apps
  • Build a Power Apps model-driven app
  • Design an application user experience

 

Learning Path 4: Make canvas apps with Power Apps

In this Learning Path, 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.

Modules

  • Power Apps studio
  • Canvas apps capabilities
  • User experience

Labs:

  • Build a canvas app
  • Work with data and services
  • User experience

After completing this Learning Path, 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

 

Learning Path 5: Make portals with Power Apps

In this Learning Path, 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.

Modules

  • Power Apps portals architecture
  • Access Microsoft Dataverse in your portal
  • Authentication and user management

After completing this Learning Path, 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

 

Learning Path 6: Introduction to automation

In this Learning Path, students will learn about business rules and when they can be used. Students will also get an overview of Power Automate.

Modules

  • Business rules
  • Power Automate overview

Labs:

  • Configure a new business rule
  • Create security roles
  • Create users
  • Advanced business rules

After completing this Learning Path, students will be able to:

  • Create users and grant security roles
  • Create and configure security roles
  • Create and configure advanced business rules

 

Learning Path 7: Build Power Automate cloud flows

In this Learning Path, students will learn the fundamentals of cloud flows, including triggers and flows. They will create two flows, including an approval flow.

Modules

  • Fundamentals of cloud flows
  • Triggers
  • Actions

Labs:

  • Create a flow
  • Build an approval flow

After completing this Learning Path, students will be able to:

  • Create cloud flows
  • Understand the fundamentals of cloud flows
  • Use triggers and actions

 

Learning Path 8: Build Power Automate desktop flows

In this Learning Path, 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.

Modules

  • Build desktop flows
  • Use desktop flows
  • Process advisor

After completing this Learning Path, students will be able to:

  • Understand the value of desktop flows
  • Identify when to use desktop flows and how process advisor can help

 

Learning Path 9: Build business process flows

In this Learning Path, 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.

Modules

  • Why use business process flows
  • Using business process flow designer
  • Automating your business process flow

Labs:

  • Build a branching business process flow
  • Build a business process flow

After completing this Learning Path, 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

 

Learning Path 10: Build chatbots with Power Virtual Agents

In this Learning Path, students will learn how to automate customer interactions with a chatbot using Power Virtual Agents.

Modules

  • Create a chatbot
  • Configure topics
  • Automate and integrate
  • Configure entities
  • Test and publish chatbots

Lab:

  • Build a chatbot

After completing this Learning Path, students will be able to:

  • Create a chatbot
  • Include a flow in a chatbot
  • Create topics and entities

 

Learning Path 11: Analyze data with Power Bi

In this Learning Path, students will learn how to work with Power BI Desktop and Power BI Service to analyze data and create visualizations.

Modules

  • 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 Learning Path, students will be able to:

  • Create visualizations
  • Consume data in Power BI
  • Export data visualizations for stakeholders

 

Learning Path 12: Putting it all together

In this Learning Path, 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.

Modules

  • Using solutions
  • AI Builder
  • Consultant skills

Labs:

  • Build charts
  • Build dashboards
  • Build delete data
  • Build a Word template
  • Build an Excel template
  • Duplicate detection
  • Import data
  • Export data

After completing this Learning Path, 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
Course Content
Introductions
Introductions
Course Overview
Course Overview
Other Courses in Power Platform and Data Platform
Section 1: Work with Microsoft Dataverse
M1: What is a Relational Database?
M2: Introduction to the Microsoft Dataverse
M3: Manage Environments
M4: Manage Customizations with Solutions
Demo of Labs 1.1, 1.2 and 1.3
Section 1: Work with Microsoft Dataverse
M5: Create and Manage Tables in Microsoft Dataverse
Demo & discussion of Tables and Table Columns
Required vs. Optional Columns
Table Relationships
Calculated and Rollup Columns
Solution Checker, Exporting Solutions, Importing Solutions
Review Questions
Demo on Calculated and Rollup Columns and when they are Calculated
More on Connections vs. Relationships
Section 2: Manage Microsoft Dataverse
M1: Define & Create Business Rules
Demo of Lab 2.1: Business Rules
Instructions for Lab 2.1
Student Lab Time for Lab 2.1
M2: Load & Export Data in the Dataverse
Demo of Lab 2.2: Import Data and Lab 2.3: Export Data and Instructions
Agenda for the rest of the day
Section 2: Manage Microsoft Dataverse
M3: Manage Security in the Dataverse
Demo of Security and Lab 2.4: Security Roles
Column Level Security
M4: Administration Options in the Dataverse Storage Capacity
M4: Administration Options in the Dataverse Auditing
M4: Administration Options in the Dataverse Duplicate Detection
M4: Administration Options in the Dataverse Bulk Delete
Practice Lab: Customer Orders Solutions
Section 3: Model-driven Apps
M1: Introduction to Model-driven Apps
M2: Design & Create Model-driven Apps
M3: Configure Forms
M4: Configure Views
Create the App
Instructions for the Customer Orders App
Working with Multiple Forms
Section 3: Model-driven Apps
Instructions and Demos for Lab 3.1 (Forms) and Lab 3.2 (Views)
Quick Create Forms
Reviewing the Forms
Reviewing the Views
Demo of Charts & Dashboards
Poll about Canvas App Experience
Section 4: Canvas Apps
M1: Introduction to Canvas Apps
M2: Customize a Canvas App
Side Discussion: Objects, Properties & Events
Side Discussion: Calculating Height, Width and Positions
Building a Hello World App
OnStart and OnSelect Events
Setting Variables
Initializing Variables with OnStart
Generate Message with OnSelect
Disable Button with the If() Formula
Side Discussion: Scratch Programming Language
Building a Simple Calculator
Building a 3-Screen App for Products
Demo: App Templates and use Copilot to build an app
Demo: Building a 3-screen app from Scratch
Demo: Variables
Demo: Screen Navigation
Demo: Forms
Demo for Lab 4.1 - Enhance a Canvas App
Section 4: Canvas Apps
Customizing Colors
Personalization with User's Information
Sharing Apps
Section 6: Power Automate
M1: Introduction to Power Automate
M2: Create Power Automate Cloud Flows
Demo: Call a Cloud Flow from a Canvas App
Demo: Lab 4.1 Exercise 4 - Power Automate
Overview of the Day
Section 8: Visualize Data with Power BI
M1: Introduction to Power BI
M2: Consume Power BI in Power Platform
Section 9: Solutions and Integrations
M1: Application Lifecycle Management
M2: Interoperability with Other Services
Accepting Course Completion Badge
Section 5: Make Portals in Power Pages
M1: Introduction to Power Pages
M2: Authentication & Authorization
Section 6: Power Automate
Logic and Data Validation
M3: Create Power Automate Cloud Flows
M4: Use Dataverse Triggers & Actions in Power Automate Cloud Flows
M8: Create Business Process Flows
Section 7: Build Chatbots with Power Virtual Agents
M1: Identify Use Cases for Power Virtual Agents
M2: Identify Components of Power Virtual Agents
Demo of Chatbots and Lab 7.1 - Power Virtual Agents