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Microsoft Power Platform Functional Consultant (PL-200)

  • Course Code M-PL200
  • Duration 5 days

Course Delivery

Public Classroom Price

£2,795.00

excl. VAT

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Course Delivery

This course is available in the following formats:

  • Public Classroom

    Traditional Classroom Learning

  • Virtual Learning

    Learning that is virtual

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Course Overview

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The 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 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. 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 the Common Data Service, AI Builder, connectors, and portals.

Course Schedule

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    • Delivery Format: Virtual Learning
    • Date: 29 July-02 August, 2024
    • Location: Virtual

    £2,795.00

    • Delivery Format: Virtual Learning
    • Date: 26-30 August, 2024

      Guaranteed  To Run

    • Location: Virtual

    £2,795.00

    • Delivery Format: Virtual Learning
    • Date: 30 September-04 October, 2024
    • Location: Virtual

    £2,795.00

    • Delivery Format: Virtual Learning
    • Date: 25-29 November, 2024
    • Location: Virtual

    £2,795.00

    • Delivery Format: Virtual Learning
    • Date: 16-20 December, 2024
    • Location: Virtual

    £2,795.00

    • Delivery Format: Virtual Learning
    • Date: 13-17 January, 2025
    • Location: Virtual

    £2,795.00

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Target Audience

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A Power Platform Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring Power Platform solutions and apps. The Functional Consultant implements components of a solution that include application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and custom visualizations.
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Course Objectives

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  • 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
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Course Content

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In this module, you will:

  • Examine Microsoft Power Platform.
  • Describe the business value of the Power Platform.
  • Explore connectors in Power Platform.
  • Review using Microsoft Dataverse to organize business data.
  • Examine how Power Platform works together with Microsoft 365 apps and services.
  • Explore solutions using Power Platform Microsoft Teams.
  • Describe how Power Platform works with Dynamics 365.
  • Describe how Power Platform solutions can consume Azure Services.
  • Explore how Power Platform apps work together to create solutions.

In this module, you will:

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

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 to apply to use each type of table.

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.

In this module, you'll learn:

  • Why you should segment data that is used by your solutions into many tables.
  • Why 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

 

In this module, you will:

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

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

In this module, you'll learn how to:

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

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

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

In this module, you will:

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

In this module, you will:

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

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

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.

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

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

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.

In this module, you will:

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

In this module, you will:

  • Identify the capabilities of Power Pages.
  • Review the Power Pages site provisioning process.
  • Learn about Power Pages core components and tools.
  • Discover how to control user access to site content and Dataverse data.

 

In this module, you will:

  • Identify the scenario-based templates to accelerate creating your site.
  • Discover the features of the Dynamics 365 templates.
  • Review the generic site design templates designed to solve unique business needs.
  • Learn about blank template as a simple starting point to build a site to your exact specifications.

In this module, you'll learn how to:

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

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

In this module, you will:

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

In this module, you will:

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

In this module, you will:

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

In this module, you will:

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

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.

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 setup for unattended desktop flows.

In this module, you will:

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

In this module, you will:

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

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 that you can use in conversations.

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.

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.

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.

In this module, you will:

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

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

In this module, you will:

  • Explore Power BI visuals
  • Create visuals

In this module, you will:

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

 

In this module, you will:

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

In this module, you will:

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

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 Maker Portal
  • Generate a new dataflow from an Excel Template
  • Learn about dataflows and Azure integration

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.

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.

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.


In this module, you will:

  • Learn the key 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 details of data for migration and integration.
  • Understand how functional consultants are expected to engage with stakeholders, perform quality assurance, and configure integrations on projects.

 

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Course Prerequisites

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  • Experience as an IT professional or student
  • Working knowledge of the Power Platform and its key components
  • A knowledge of the Common Data Service and security concepts
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