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
January 22, 2024
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
Other Courses in Power Platform and Data Platform
Course Agenda
Course Agenda
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
Demo of Labs 1.1, 1.2 and 1.3
Section 1: Work with Microsoft Dataverse
M5: Create and Manage Tables in Microsoft Dataverse
Discussion about the 'Primary Name' column
Other types of tables
M6: Create and manage columns
M6: Create and manage columns (cont.)
Demo & Instructions: Lab for Customer Product Orders
Demo & Instructions: Lab for Customer Product Orders
Instructions for Labs 1.4 and 1.5
Instructions for Labs 1.4 and 1.5
Section 1: Work with Microsoft Dataverse
M8: Calculated & Rollup Columns
Final Instructions for Labs 1.4 and 1.5
Final Instructions for Labs 1.4 and 1.5
Section 1: Work with Microsoft Dataverse
M7: Create Relationships between tables
Customer Product Orders Lab: Calculated & Rollup Columns with Relationships
Customer Product Orders Lab: Calculated & Rollup Columns with Relationships
Section 1: Work with Microsoft Dataverse
Working with Connection Roles
Instructions for Lab 1.6
Instructions for Lab 1.6
Solution Checker and Exporting/Importing Solutions
Solution Checker and Exporting/Importing Solutions
Section 3: Model-driven Apps
M1: Introduction to Model-driven apps
Steps to build Model-driven apps
Demo: Creating the Forms for the Customer Product Order solution
Demo: Creating the Forms for the Customer Product Order solution
Demo: Creating the Views for the Customer Product Order solution
Demo: Creating the Views for the Customer Product Order solution
Demo: Creating the Model-driven app for the Customer Product Order solution
Demo: Creating the Model-driven app for the Customer Product Order solution
Customer Product Order: The 'Full Name' Calculated Column
Customer Product Order: The 'Full Name' Calculated Column
Discuss the Customer Product Order app issues, make it more useful
Discuss the Customer Product Order app issues, make it more useful
Demo of Timelines and 'Browser Zoom' issues in Lab 3.1
Demo of Timelines and 'Browser Zoom' issues in Lab 3.1
Explaining Tree View, Tabs, Sections, etc. in Forms
Explaining Tree View, Tabs, Sections, etc. in Forms
Additional explanations for Lab 3.1 and 3.2
Additional explanations for Lab 3.1 and 3.2
Agenda for Today
Agenda for Today
Connection Roles in Relationships
Connection Roles in Relationships
Managing Security in the Dataverse
Managing Security in the Dataverse
Instructions for Lab 2.1 and 2.2
Instructions for Lab 2.1 and 2.2
Section 4: Canvas Apps
Getting Started
Demo: Building an Automatic 3-Screen App and Templates
Demo of 'Coffee Machine Ordering App'
Data Sources and Connections
Controls in a Canvas Apps - Galleries, Forms, Label, Text Input
Creating Forms and Saving Data
Navigation in Canvas Apps
Understanding the format of Power Fx Functions
Variables and Collections in Canvas Apps
Event and Methods with 'OnXxxxxx'
Use functions to calculate size of Controls, (X,Y) placement, Height/Width, etc.
Colors with RGBA and the Color Property
Demo/Discuss Lab 4.1
Colors & Themes in Canvas Apps
Use a Canvas App 'Page' in a Model-driven App
Demo of Lab 4.2
Connectors documentation
Personalization with User() and Office365Users()
Section 5: Make Portals with Power Pages
Overview
Demo of Building a Power Pages Portal
Configuration
Demo of Lab 5.1
Section 6: Power Automate
Discussion about Student Automations
Demo of ChatGPT Automation
M1: Introduction to Power Automate
M2: Create Power Automate Cloud Flows
Demo of Power Automate
Demo of Lab 6.1
Passing Values Between Canvas Apps and Power Automate
Handling Flows with On/Off
Flow Ownership and Running as a Service Account
Dataverse Triggers and working with Dataverse Data
Administering Power Automate Flows
Section 7: Logic and Process Automation
Business Rules
Demo of Lab 7.1 Exercise #1 - Business Rules
Power Fx Functions in Model-driven apps
Demo of Lab 7.1 Exercise #2 - Power Fx
Demo of Lab 3.3: Command Bar
Section 2: Managing the Dataverse
Administration of the Dataverse
Accepting Course Completion Badge & Evaluations
Accepting Course Completion Badge & Evaluations
Section 2: Managing the Dataverse
Administration of the Dataverse (Continued)
Demo of running apps on Phones & Tablets
Demo of running apps on Phones & Tablets
Section 9: Application Lifecycle Management
Introduction to Solutions
Addling & Removing Objects in Solutions
Solution Dependencies
Solution Checker
Environment Variables
Importing & Exporting Solutions
Demo of the Power Apps CLI tool (PAC Tool)
Discussion issues in the Customer Problem Orders app and how to fix them
Discussion issues in the Customer Problem Orders app and how to fix them
Section 8: Visualize Data with Power BI
Section 8: Visualize Data with Power BI