Microsoft Power Platform Functional Consultant Training (PL-200) MPPFC001

Course Content

This course teaches you to use Microsoft Power Platform solutions to simplify, automate, and empower business processes as a Functional Consultant. You’ll create and configure apps, automations, and solutions, acting as a liaison between users and the implementation team. The role includes performing discovery, engaging experts and stakeholders, capturing and mapping requirements, and implementing solution components.

Delivery Method

  • Online

  • In-Person

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Benefits

You will learn how to:

  • Work with an organization to gather requirements and implement Power Platform solutions.

  • Build model-driven, canvas, and portal apps.

  • Create Power Automate flows.

  • Design a simple chatbot using Power Virtual Agents.

  • Analyze data using Power BI visualizations and dashboards.

Pre Requisites

Attendees should have experience with Power Platform at the level of Learning Tree Course 8571, Microsoft Power Platform Fundamentals Training (PL-900), and:

  • Experience as an IT professional or student.

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

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

Course Outline

Module 1 - Module 10
  • Module 1: Describe the Business Value of the Microsoft Power Platform

    • Examine Microsoft Power Platform.

    • Describe the business value of the Power Platform.

    • Explore connectors and using Microsoft Dataverse.

    • Review integration with Microsoft 365, Teams, Dynamics 365, and Azure services.

    Module 2: Get Started with Power Pages

    • Introduction to Power Pages, architecture, components, features, and security.

    Module 3: Create and Use Analytics Reports with Power BI

    • Introduction to Power BI and building business intelligence reports.

    Module 4: Manage Workspaces and Datasets in Power BI

    • Publish Power BI reports, create workspaces, manage items, data refreshes, and implement row-level security.

    Module 5: Create Tables in Dataverse

    • Create tables and import data into a Dataverse database.

    Module 6: Manage Tables in Dataverse

    • Learn about Dataverse tables, create custom tables, enable attachments, and understand licensing requirements.

    Module 7: Create and Manage Columns within a Table in Dataverse

    • Manage or create new columns, learn about column types, primary name columns, and auto-numbering columns.

    Module 8: Working with Choices in Dataverse

    • Create standardized choice lists and use standard choices in Dataverse.

    Module 9: Get Started with Security Roles in Dataverse

    • Set permissions and use security roles to limit access in an environment.

    Module 10: Create Relationships Between Tables in Dataverse

    • Build and manage relationships between tables for robust business solutions.

Module 11: Create a Relationship Between Tables in Dataverse

  • Segment data into tables and understand the need for relationships.

  • Build relationships between tables.

  • Select the proper relationship type when building solutions with Dataverse.

Module 12: Working with Choices in Dataverse

  • Learn about choices and explore standard choices.

  • Create new choices or modify existing ones.

Module 13: Get Started with Security Roles in Dataverse

  • Learn about and apply security roles to users in an environment.

  • Add users to an environment and understand security concepts.

  • Identify default security roles and create custom roles.

  • Configure Dataverse teams and group teams for security.

Module 14: Use Administration Options for Dataverse

  • Administer Dataverse and identify available portals for Dataverse.

Module 15: Manage Dynamics 365 Model-Driven App Settings and Security

  • Learn about the role-based security model.

  • Explore and navigate Dynamics 365 settings and configure application themes.

Module 16: Introduction to Microsoft Power Platform Security and Governance

  • Secure and govern Microsoft Power Platform apps like Power Automate and Power Apps.

  • Access Microsoft Power Platform admin experiences.

  • Create simple environment and tenant-wide DLP policies.

  • Understand Business and No-business data groups.

  • Learn about Power Automate Admin experiences and the Microsoft Power Platform Center of Excellence toolkit.

Module 17: Get Started with Model-Driven Apps in Power Apps

  • Learn about model-driven app design and create a model-driven app.

Module 18: Configure Forms, Charts, and Dashboards in Model-Driven Apps

  • Learn about form elements and controls, configure forms, use specialized form components, editable grids, and public views.

  • Configure charts and dashboards.

Module 19: Get Started with Power Apps Canvas Apps

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

  • Explore the efficiencies Power Apps can bring to your business.

  • Use different technologies for various tasks in Power Apps.

  • Learn different ways to build an app in Power Apps.

  • Create your first app from data in an Excel workbook.

Module 21: How to Build the UI in a Canvas App in Power Apps

  • 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.

Module 22: Manage Apps in Power Apps

  • Learn how to view and restore app versions.

  • Explore how to share an app, including permissions and notifications.

  • Learn about environments, how to create them, and how to manage security.

  • Find more information about Power Apps.

Module 23: Build Your First App with Power Apps and Dataverse for Teams

  • Create an app using the hero template.

  • Customize and publish your app.

  • Install templates.

Module 24: Authentication and User Management in Power Pages

  • 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 registration steps.

  • Select and set up identity providers.

Module 25: Power Pages Maintenance and Troubleshooting

  • 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.

Module 26: Define and Create Business Rules in Dataverse

  • Define business rules in Dataverse.

  • Create and manage business rules in Dataverse.

Module 27: Get Started with Power Automate

  • Create a flow that automatically saves email attachments.

  • Learn how to create a button flow to send yourself a reminder.

Module 28: Use the Admin Center to Manage Environments and Data Policies in Power Automate

  • Learn about the Admin Center.

  • Learn how to import and export flows.

  • Learn how to share flows.

Module 29: Use Dataverse Triggers and Actions in Power Automate

  • Learn about Dataverse triggers and actions in Power Automate.

  •  

Module 30: Extend Dataverse with Power Automate

  • Build flows with Dataverse.

  • Integrate Dataverse with Microsoft Outlook.

  • Integrate Dataverse with Microsoft To Do.

Module 31: Introduction to Expressions in Power Automate

  • Use functions to create expressions.

  • Retrieve, change, and evaluate data using functions.

Module 32: Build Your First Power Automate for Desktop Flow

  • Create a new desktop flow.

  • Record actions in a desktop-based application.

  • Perform a test run of the new desktop flow.

Module 33: Run a Power Automate for Desktop Flow in Unattended Mode

  • Run a basic desktop flow in unattended mode.

  • Run a desktop flow and cloud flow scenario in unattended mode.

  • Learn best practices for setting up unattended desktop flows.

Module 34: Optimize Your Business Process with a Process Advisor

  • Create your first recording.

  • Edit recordings and group actions.

  • Analyze recordings and interpret results.

Module 35: Get Started with Power Virtual Agents Bots

  • Create Power Virtual Agents bots.

  • Test Power Virtual Agents bots.

  • Analyze performance.

Module 36: Enhance Power Virtual Agents Bots

  • Initiate Power Automate flows from bot topics.

  • Configure bots to pass conversations to applications like Omnichannel for Customer Service.

  • Extract content from support pages and configure it into bot topics.

Module 37: Manage Topics in Power Virtual Agents

  • 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.

Module 38: Manage Power Virtual Agents

  • Create and configure a new bot.

  • Set permissions and security.

  • Use topics and entities.

  • Import and export bots.

  • Authenticate users.

Module 39: Get Started Building with Power BI

  • Understand how Power BI services and applications work together.

  • Explore how Power BI can enhance business efficiency.

  • Learn to create compelling visuals and reports.

 

Module 40: Get Data with Power BI Desktop

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

  • Discover ways to find and clean data from different sources.

Module 41: Model Data in Power BI

  • Create relationships between your data sources.

  • Create calculated columns and measures.

  • Optimize data by hiding fields and sorting visualization data.

  • Use calculated tables to create relationships between tables.

  • Format time-based data for detailed drill-downs.

Module 42: Use Visuals in Power BI

  • Explore Power BI visuals.

  • Create and customize visuals to present data effectively.

Module 43: Explore Data in Power BI

  • Upload reports.

  • Create dashboards.

  • Ask questions about your data.

Module 44: Publish and Share in Power BI

  • Publish reports.

  • Print and export reports.

  • Build apps.

  • Integrate with OneDrive.

  • Publish to the web.

Module 45: Manage Solutions in Power Apps and Power Automate

  • Package existing items into a solution.

  • Create, edit, import, and export solutions.

  • Deploy complex solutions and understand component dependencies.

Module 46: Load/Export Data and Create Data Views in Dataverse

  • View, create, or edit data views in a table.

  • Load and export data using Excel.

  • Use Power Query in the Maker Portal.

  • Generate dataflows from an Excel template.

  • Learn about dataflows and Azure integration.

Module 47: Get Started with AI Builder

  • Explore how AI Builder can improve business performance.

  • Use different AI technologies to enhance processes.

  • Create your first AI model.

  • Utilize models in Power Apps and Power Automate.

Module 48: Manage Models in AI Builder

  • Understand the lifecycle of a model.

  • Manage model versions.

  • Share models, including setting permissions.

  • Gain a better understanding of AI Builder.

Module 49: Use AI Builder in Power Automate

  • Explore how AI Builder in Power Automate can save time.

  • Use AI Builder actions in Power Automate.

  • Discover advanced usage of AI Builder in Power Automate.

Module 50: Functional Consultant Skills

  • Learn essential responsibilities and skills of a functional consultant in Microsoft Power Platform projects.

  • Create entity relationship diagrams, wireframes, and mockups for apps.

  • Document requirements, solution artifacts, data migration, and integration details.

  • Engage with stakeholders, perform quality assurance, and configure project integrations.

Module 51: Solution Architect Series: Plan Application Lifecycle Management for Power Platform

  • Learn about Microsoft’s vision and the solution architect’s role in ALM.

  • Review environment strategies.

  • Define a solution structure for your deliverables.

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