Course Description: PL-200: Microsoft Power Platform Functional Consultant

In this course, you will learn how to use Microsoft Power Platform solutions to simplify, automate, and empower organizations' business processes in the role of a functional consultant. A Microsoft Power Platform functional consultant is responsible for building and configuring applications, automations, and solutions. Acts as an intermediary between users and the implementation team. The functional consultant promotes the use of solutions within an organization. You can also perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features. Implement components of a solution, including application enhancements, personalized user experiences, system integrations, data conversions, custom process automation, and simple visualizations.

Audience profile

A Microsoft Power Platform functional consultant is responsible for building and configuring applications, automations, and solutions. Acts as an intermediary between users and the implementation team. The functional consultant promotes the use of solutions within an organization. You can also perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features. Implement components of a solution, including application enhancements, personalized user experiences, system integrations, data conversions, custom process automation, and simple visualizations.

Items in this collection

• Introduction to Microsoft Power Platform
• Create tables in Dataverse
• Manage tables in Dataverse
• Test your knowledge of creating and managing columns in a table in Dataverse
• Create a relationship between tables in Dataverse
• Working with options in Dataverse
• Introduction to security roles in Dataverse
• Use management options for Dataverse
• Manage settings and security for a Dynamics 365 model-driven app
• Introduction to Microsoft Power Platform security and governance
• Get started with model-driven apps in Power Apps
• Configure forms, charts, and dashboards in model-driven applications
• Getting started with Power Apps canvas apps
• Connect to other data in the Power Apps canvas app
• Create the UI in a canvas app in Power Apps
• Managing apps in Power Apps
• Create your first app with Power Apps and Dataverse for Teams
• Main components of Power Pages
• Explore Power Pages templates
• Access to Dataverse in Power Apps portals
• User authentication and management in Power Apps portals
• Maintain and troubleshoot Power Apps portals
• Define and create business rules in Dataverse
• Introduction to Power Automate
• Using the Admin Center to manage environments and data policies in Power Automate
• Use Dataverse triggers and actions in Power Automate
• Expand Dataverse with Power Automate
• Introduction to expressions in Power Automate
• Build your first Power Automate desktop flow
• Run Power Automate desktop flow in unattended mode
• Optimize your business processes with Process Advisor
• Introduction to Power Virtual Agents bots
• Improve Power Virtual Agents bots
• Manage themes in Power Virtual Agents
• Manage Power Virtual Agents
• Getting started with building with Power BI
• Getting data with Power BI Desktop
• Data modeling in Power BI
• Using visuals in Power BI
• Exploring data in Power BI
• Publishing and sharing in Power BI
• Manage solutions in Power Apps and Power Automate
• Load and export data and create data views in Dataverse
• Introduction to AI Builder
• Manage models in AI Builder
• Use AI Builder in Power Automate
• Functional Consultant Skills

Course outline

Module 1: Introduction to Microsoft Power Platform

This module 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.
lesson

• Microsoft Power Platform overview

Lab: Validate lab environment
After completing this module, students will be able to:

• Identify the key components of Microsoft Power Platform

Module 2: Work with Dataverse

In this module, 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.
lesson

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

Lab: Create an app
Lab: Create tables and columns
Lab: Create relationships
Lab: Additional table settings
After completing this module, 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

Module 3: Make model-driven apps with Power Apps

In this module, 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.
lesson

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

Lab: App designer
Lab: Modify forms
Lab: Modify views
After completing this module, students will be able to:

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

Module 4: Make canvas apps with Power Apps

In this module, 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.
lesson

• Power Apps studio
• Canvas apps capabilities
• User experience

Lab: Build a canvas app
Lab: Work with data and services
Lab: User experience
After completing this module, 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

Module 5: Make portals with Power Apps

In this module, 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.
lesson

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

After completing this module, 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

Module 6: Introduction to automation

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

• business rules
• Power Automate overview

Lab: Create users
Lab: Create security roles
Lab: Configure a new business rule
Lab: Advanced business rules
After completing this module, students will be able to:

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

Module 7: Build Power Automate cloud flows

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

• Fundamentals of cloud flows
• Triggers
• Actions

Lab: Create a flow
Lab: Build an approval flow
After completing this module, students will be able to:

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

Module 8: Build Power Automate desktop flows

In this module, 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.
lesson

• Build desktop flows
• Use desktop flows
• Process advisor

After completing this module, students will be able to:

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

Module 9: Build business process flows

In this module, 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.
lesson

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

Lab: Build a business process flow
Lab: Build a branching business process flow
After completing this module, 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

Module 10: Build chatbots with Power Virtual Agents

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

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

Lab: Build a chatbot
After completing this module, students will be able to:

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

Module 11: Analyze data with Power Bi

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

• 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 module, students will be able to:

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

Module 12: Putting it all together

In this module, students will learn how the concepts of this course pull together and how to use functional consulting 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.
lesson

• Using solutions
• AI Builder
• Consultant skills

Lab: Build charts
Lab: Build dashboards
Lab: Build delete data
Lab: Build a Word template
Lab: Build an Excel template
Lab: Duplicate detection
Lab: Import data
Lab: Export data
After completing this module, 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 consulting skills

Previous requirements

• Experience as an IT professional or student.

• Working knowledge of Microsoft Power Platform and its core components.

• Knowledge of Microsoft Dataverse (or general data modeling) and security concepts

Language

• English course
• Labs: English