PL-200T00: Microsoft Power Platform Functional Consultant

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About this Course

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 Microsoft Dataverse (formerly Common Data Service), AI Builder, connectors, and portals.

Audience Profile

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.

At Course Completion

  • 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

Outline

Module 1: Introduction to the Power Platform
This module will provide the learner with background about the Power Platform and its 4 key components: Power Apps, Power Automate, Power BI, and Power Virtual Agents.

Lessons
Power Platform overview
Lab : Validate lab environment
After completing this module, students will be able to:

Identify the key components of the Power Platform
Describe the role of a functional consultant
Module 2: The Functional Consultant role
In this module, students will learn more about the functional consultant role and the skills required to successfully implement a Power Platform solution for an organization.

Lessons
Consultant skills overview
Create and validate documentation
Engage stakeholders
Perform quality assurance
Configure integrations
After completing this module, students will be able to:

Engage stakeholders with demos
Create table (entity) relationship diagrams
Design integrations
Interact with consultant and customer organization teams
Module 3: 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.

Lessons
Work with the data model
Create and manage processes
Work with AI Builder
Configure Dataverse settings
Import and export data
Use tabular reporting options
Configure security settings
Lab : Create an app
Lab : Create tables and columns
Lab : Create relationships
Lab : Additional table options
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 Power Platform admin center
Module 4: Make Power Apps
In this module, students will learn the business value of the three types of Power Apps. They will then learn to how to configure and design them, including user experience considerations for each type of application.

Lessons
Make model-driven apps
Make canvas apps
Make portal apps
Lab : App designer
Lab : Modify forms
Lab : Modify views
Lab : Build dashboards
Lab : Canvas app fundamentals
Lab : Work with data and services
Lab : User experience
After completing this module, students will be able to:

Connect to data in Power Apps
Build a Power App
Design an application user experience
Module 5: Build Power Automate flows
In this module, students will learn how to automate business processes using Power Automate flows, business process flows, and UI flows.

Lessons
Build flows
Build business process flows
Build UI flows
Lab : Create users
Lab : Create security role
Lab : Configure a new business rule
Lab : Advanced business rules
Lab : Create a flow
Lab : Build approval flow
Lab : Build a business process flow
Lab : Add branching to business process flow
After completing this module, students will be able to:

Create flows
Create business process flows
Understand UI flows
Module 6: Work with Power Virtual Agents
In this module, students will learn how to automate customer interactions with a chatbot using Power Virtual Agents.

Lessons
Create a chatbot
Configure topics
Automate and integrate
Configure entities
Test and publish chatbots
Lab : Create 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 7: 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.

Lessons
Get started with Power BI
Model data in Power BI
Create visualizations
Create dashboards
Publish and share in Power BI
Lab : Build a Word template
Lab : Build an Excel template
Lab : Duplicate detection
Lab : Import data
Lab : Export data
Lab : Bulk delete
After completing this module, students will be able to:

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

Prerequisites

  • Experience as an IT professional or student
  • Working knowledge of the Power Platform and its key components
  • A knowledge of Microsoft Dataverse (or general data modeling) and security concepts