PL-200 Microsoft Power Platform Functional Consultant

Doelgroep

A Microsoft Power Platform Functional Consultant is responsible for creating and configuring apps, automations, and solutions. They act as the liaison between users and the implementation team. The functional consultant promotes utilization of solutions within an organization. The functional consultant may perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features. They implement components of a solution including application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and simple visualizations.

Trainingsdoelstellingen

• This list contains the skills measured on the exams associated with this certification. For more detailed information, visit the exam details pages and download the exam skills outlines.
• Configure marketing applications
• Manage segments and lists
• Create and manage marketing forms and pages
• Manage leads, contacts, and accounts
• Create and manage marketing email messages
• Manage customer journeys
• Manage events and webinars
• Configure Dynamics 365 Customer Voice
• Configure Microsoft Dataverse
• Create apps by using Microsoft Power Apps
• Create and manage Microsoft Power Automate
• Implement Microsoft Power Virtual Agents chatbots
• Integrate Microsoft Power Apps with other apps and services
• Manage solutions

Inhoud training

Describe the business value of the Microsoft Power Platform

In this module, the learner is introduced to the Microsoft Power Platform and its business value.

In this module, you will:

• Examine Microsoft Power Platform.
• Describe the business value of the Power Platform.
• Explore the business value of Power FX.
• 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.
• Describe how Microsoft Copilot Studio helps streamline productivity.

Identify foundational components of Microsoft Power Platform

This module introduces learners to the foundational elements of Microsoft Power Platform. Topics range from administration, security, and governance to Microsoft Dataverse and data connectors.

In this module, we will:

• Examine different Power Platform administrative options.
• Describe security and governance in Power Platform.
• Explore Microsoft Dataverse and how to use it to build business solutions.
• Examine Power Platform connectors.

Create and manage environments in Dataverse

An environment is a space to store, manage, and share your organization's business data that is stored within an instance of a Dataverse database. You can set up one or many environments, depending on the needs of your organization. This module explores these environments and how you can use them with instances of Dataverse databases.

In this module, you learn how to:

• Identify the different environments that are in Dataverse.
• Create and manage environments in Dataverse.
• Create an instance of a database in Dataverse.
• Add users and security roles within an environment in Dataverse.
• Determine where to manage settings for an environment.

Create tables in Dataverse

Dataverse lets you securely store and manage data that's used by business applications. Standard and custom tables within Dataverse provide a secure and cloud-based storage option for your data.

This module explains how to:

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

Create and manage columns within a table in Dataverse

Learn how to create and manage table columns in Dataverse.

This module explains:

• What a column is in Dataverse.
• The types of columns that are available in Dataverse.
• How to add a column to a table.
• What a primary name column is in Dataverse.
• How to identify restrictions that are associated with columns.
• How to create an auto-numbering column.
• How to create an alternate key.

Working with choices in Dataverse

Do you want to create standardized choice lists that you can use across all of your Power Apps? This module will show you how to create new or use standard choice lists called choices in Dataverse.

In this module, you will:

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

Create a relationship between tables in Dataverse

Do you need to create relationships between tables? This module will show how and why you can separate data into tables and how to relate between tables to build complex and robust business solutions. It will also explain the different kinds of relationships that you can define between tables in Dataverse.

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.

Create and define calculation or rollup columns in Dataverse

Do you want to use rollup or calculation columns? This module shows you how to build calculations or rollups that are defined and triggered within the data in Dataverse, regardless of the app that accesses that data set.

In this module, you'll learn how to:

• Define a rollup column.
• Create a rollup column.
• Identify a calculation column.
• Create a calculation column.
• Define a formula column.

Load/export data and create data views in Dataverse

Learn how to view, load, and export data in Dataverse tables.

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.

Get started with security roles in Dataverse

Learn how you can set permissions to limit access to an environment, or limit which users can view, edit, or delete data in an environment within Dataverse.

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.

Use administration options for Dataverse

Do you need to use administration options that are available for Dataverse? This module will show you how you can use solutions within Dataverse and administer environments.

In this module, you'll learn how to:

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

How to build your first model-driven app with Dataverse

This module will focus on the building blocks of Dataverse and model-driven apps. These key components will help you build quick business apps in your organization.

In this module, you will:

• Discover the value and key features of Dataverse.
• Learn about the value and key features of model-driven apps.
• Explore sample model-driven template apps.

Get started with model-driven apps in Power Apps

Model-driven app design is an approach that focuses on quickly adding components to your apps. These components include dashboards, forms, views, and charts. With little to no code, you can make apps that are simple or complex. Unlike in canvas app development, where the designer has total control over the app layout, much of the layout in model-driven apps is determined by the components you add. In other words, the emphasis is more on quickly viewing your business data and making decisions than on intricate app design.

This module explains these concepts:

• Model-driven app design
• Creating a model-driven app

Configure forms, charts, and dashboards in model-driven apps

Learn how to configure forms, charts, and dashboards.

This module explains how to:

• Use 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

Use specialized components in a model-driven form

Learn how to create a business process flow, embed a canvas app, add a timeline, and create a report in a model-driven form.

This module explains how to:

• Learn about other components in a model-driven form.
• Create a business process flow.
• Embed a canvas app in a model-driven form.
• Add a timeline in a model-driven form.
• Create a report in a model-driven form.

Customize the command bar

Learn to customize the command bar in Power Apps.

In this module, you will:

• Create or edit modern commands
• Work with classic commands
• Use Power Fx
• Customize commands

Get started with Power Apps canvas apps

Learn how Power Apps can make your business more efficient and streamline your processes.

This module explains how to:

• Explore how Power Apps can make your business more efficient.
• Use different technologies to perform different tasks in Power Apps.
• Build an app in Power Apps in different ways.
• Create your first app from data in an Excel workbook.

Customize a canvas app in Power Apps

This module takes the learner to the next level in app development by teaching how to customize the app by adding controls, images, and logic.

In this module, you will:

• Change the layout of a gallery.
• Change the data that a control portrays.
• Modify a form control to show different data fields.
• Learn about gallery and form controls.
• Add a screen.
• Learn how to modify label properties by using basic formulas.
• Add labels.
• Learn how to create basic screen navigation.

Navigation in a canvas app in Power Apps

In this module, learners do an in-depth exploration of navigation in Power Apps.

In this module, you will:

• Gain a greater understanding of the Navigate and Back functions.
• Learn how to use screen transitions in an app.
• Learn how to preview and modify an app to fit various form factors.
• Gain hands-on experience in building navigations inside an app.
• Learn how to use other controls for app navigation.

Create formulas to change behaviors in a Power Apps canvas app

Learn how to enhance and customize your Power Apps canvas app using basic formulas.

This module explains how to:

• Understand True and False.
• Control the visible property with a formula.
• Control the display mode with a formula.
• Combine formulas into a single statement.

Connect to other data in a Power Apps canvas app

Learn how to connect to other data in Power Apps canvas app.

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.

Introduction to Power Apps cards

Watch videos and follow exercises that introduce you to Power Apps cards.

This module explains how to:

• Identify different use cases for Power Apps cards.
• Design and create Power Apps cards.
• Share Power Apps cards in Teams.
• Send a card by using a Power Automate cloud flow.
• Use Microsoft Dataverse as a data source for cards.

Core components of Power Pages

Use Power Pages to create modern data-driven external-facing business websites. Extend Dataverse data to external and internal audiences such as customers, partners, and employees. Empower anyone inside or outside your organization to interact with the business by using Power Pages sites.

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.

Access Dataverse in Power Pages websites

Learn about the several techniques and methods for displaying and interacting with Dataverse data on Power Pages websites.

In this module, you'll:

• Discover Power Pages components that are available to help you display and interact with Dataverse data on a Power Pages website.
• Identify the various features of the Power Pages components.
• Display a list of data and an associated drill-down list for details.
• Set up a form to access individual table rows.
• Trigger classic Dataverse workflows from the website.

Explore Power Pages design studio

Power Pages makers spend most of their time building sites in Power Pages design studio. It's important that makers have a full understanding of the capabilities and also the limitations of the design studio. This module will focus on understanding and using the design studio to create and customize sites. Power Pages design studio allows makers to add and configure pages, layout components, static content, custom CSS files, lists, and forms connected to Dataverse.

In this module, you'll:

• Learn how to launch and run Power Pages design studio.
• Identify the various workspaces, commands, and tools.
• Discover how to add new pages, how to place them in the site structure, and how to style the site appearance.
• Learn about the process of configuring specific layouts and adding and modifying different types of content to a page.
• Identify where to add or modify custom HTML, CSS, or code to the webpages by using the design studio.

Integrate Power Pages websites with Dataverse

Learn how to integrate Power Pages websites with Microsoft Dataverse.

In this module, you'll:

• Set up lists to display Dataverse data in different ways and allow website users to interact with the data by using various techniques.
• Implement forms to allow the creating, reading, and updating of Dataverse rows.
• Build a multistep form process to allow for complex and decision-based data entry.
• Trigger classic Dataverse workflows from the website.
• Combine the various Power Pages components to build powerful web applications.

Integrate Power Pages with web-based technologies

Learn how to integrate Power Pages with web-based technologies.

In this module, you'll:

• Discover how to use the Iframe component to link to other cloud-based technologies.
• Learn how to set up portal integration to SharePoint document libraries.
• Learn how to embed Power BI reports on a Power Pages page.
• Learn how to enhance a portal page with model-driven charts.

Explore Power Pages design studio data and security features

Power Pages makers spend most their time building sites in Power Pages design studio. It's important that makers understand design studio capabilities as well as its limitations. Power Pages design studio includes Data workspace to create and manage business data and Set up workspace to configure site security and behavior. This module will focus on using the design studio to build secure Dataverse data-driven pages.

In this module, you will:

• Discover Data workspace, Dataverse data modelling and table permissions in Power Pages design studio.
• Explore how to extend the Dataverse data model and how to add connected data components to your page.
• Learn about securing access to a page.
• Identify where to add table permissions to secure business data.

Set up Power Pages security

Learn how to set up Power Pages security.

In this module, you'll:

• Learn about the relationship between Dataverse contacts and website users.
• Identify the various website security metadata entities, such as contacts, web roles, webpage access control rules, and table permissions.
• Discover how you can limit access to webpages by using webpage access control rules.
• Learn how to set up table permissions to help secure Dataverse and Dynamics 365 records.

Authentication and user management in Power Pages

Learn how to authenticate with Power Pages.

In this module, you'll:

• Explore common authentication tasks in a Power Pages website deployment.
• Learn about portal contact extensions.
• Set up and register contacts as portal users.
• Align portal authentication settings with business requirements.
• Identify authentication provider capabilities and steps that are involved in the registration.
• Select and set up identity providers.

Best practices for error handling in Power Automate flows

Learn how to configure run after options in Microsoft Power Automate to effectively handle errors and gain insight into flow action settings.

This module explains how to:

• Gain insight into the settings options for flow actions.
• Learn about the Configure run after option.
• Use the Configure run after option to handle errors.
• Discover Microsoft Power Automate analytics.

Use Dataverse triggers and actions in Power Automate

Extend Dataverse usability by integrating with Power Automate to reduce or eliminate repetitive business processes.

This module explains the following concepts:

• Dataverse triggers and actions in Power Automate.
• Other available inputs.

Introduction to expressions in Power Automate

Learn how to write expressions in Power Automate.

This module explains how to:

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

Define and create business rules in Dataverse

The ability to build business rules that ensure consistent business logic whatever app is accessing that data set is imperative to a successful business operation. This module will show you how you can build business rules that are triggered anytime they're used within Dataverse.

In this module, you'll learn how to:

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

Set up low-code plug-ins

Learn how to set up low-code plug-ins.

This module explains the following concepts:

• Low-code plug-ins and how to use them
• How to use the Dataverse accelerator app to create plug-ins
• Differences between instant plug-ins and automated plug-ins
• How to create your first instant plug-in
• How to create your first automated plug-in

Use common low-code plug-in scenarios

Learn about using common low-code plug-in scenarios.

This module explains how to:

• Use low-code plug-ins for data validation
• Use low-code plug-ins to create and modify Dataverse table rows
• Use Microsoft Power Platform connectors from a low-code plug-in
• Create a Power Apps canvas app that uses a low-code plug-in
• Create a Power Automate flow that uses a low-code plug-in

Get started building with Power BI

Power BI is a collection of software services and applications that let you connect to all sorts of data sources and create compelling visuals and reports. Learn the basics of Power BI, how its services and applications work together, and how to create or experience visuals and analytics based on your data.

In this module, you'll learn:

• How Power BI services and applications work together.
• Explore how Power BI can make your business more efficient.
• How to create compelling visuals and reports.

Introduction to solutions for Microsoft Power Platform

Learn how to transport an existing app and components from one environment to another.

In this module, you'll:

• Learn about solutions and how they work.
• Discover the concept of solution layering.
• Learn about version control for solutions.

Use Microsoft 365 services with model-driven apps and Microsoft Dataverse

Learn how to use Microsoft 365 services with Power Apps model-driven apps and Dynamics 365 customer engagement apps.

This module explains how to:

• Integrate email with Microsoft Dataverse to show emails as activities in Dynamics 365 applications and model-driven apps.
• Examine server-side synchronization and learn why it matters in Power Platform implementations.
• Review and set up document management options that are available through Microsoft SharePoint.
• Learn about the app for Outlook and how to deploy it.
• Tailor the app for Outlook.

Use Microsoft Word and Excel templates with Dataverse

Explore how you can create data analysis and standardized documents by using Microsoft Dataverse data along with Microsoft Word and Excel templates.

In this module, you'll:

• Learn how to use Word templates with Dataverse data. 
• Learn how to use Excel templates with Dataverse data. 

Meer informatie

Heb je interesse in deze training? Vul je gegevens in, verstuur en we nemen contact met je op.