Microsoft Power Platform Private

Microsoft Power Platform Functional Consultant (PL-200T00)

Course Length: 5 days

Learn to perform discovery, capture requirements, engage SMEs and stakeholders, translate requirements, and configure Power Platform solutions and apps.

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Microsoft Power Platform Functional Consultant

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  • Private class for your team
  • Live expert instructor
  • Online or on‑location
  • Customizable agenda
  • Proposal turnaround within 1–2 business days
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Course Overview

This course will teach you to use Microsoft Power Platform solutions to simplify, automate, and empower business processes for organizations in the role of a Functional Consultant. 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. This course may contain a 1-day Applied Workshop. This workshop will allow you to practice your Functional Consultant skills by creating an end-to-end solution to solve a problem for a fictitious company. The solution will include a Microsoft Dataverse database, Power Apps canvas app, and Power Automate flows.

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.

Course Benefits

  • Work with an organization to gather requirements and implement Microsoft 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.

Delivery Methods

Private Class
Delivered for your team at your site or online.

Microsoft Certified Partner

Webucator is a Microsoft Certified Partner. This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).

Course Outline

  1. Create and manage environments in Dataverse
    1. Environments in Microsoft Dataverse
    2. Developer environments
    3. Create and manage an environment
    4. Create an instance of a Microsoft Dataverse database
    5. Add users and roles within an environment
    6. Manage settings in an environment
    7. Environment operations
    8. Check your knowledge
  2. Create tables in Dataverse
    1. Table characteristics
    2. Table relationships
    3. Dataverse logic and security
    4. Dataverse auditing
    5. Dual-write vs. virtual tables
    6. Check your knowledge
  3. Manage tables in Dataverse
    1. Identify tables and table types in Dataverse
    2. Create a custom table
    3. Enable attachments within a table
    4. Licensing requirements for each table type
    5. Check your knowledge
  4. Create and manage columns within a table in Dataverse
    1. Define columns in Microsoft Dataverse
    2. Column types in Microsoft Dataverse
    3. Add a column to a table
    4. Primary column
    5. Restrictions that apply to columns in a table
    6. Create an auto numbering column
    7. Create an alternate key
    8. Check your knowledge
  5. Work with choices in Dataverse
    1. Define choice column
    2. Choice columns
    3. Standard choices column
    4. Check your knowledge
  6. Load/export data and create data views in Dataverse
    1. View data in a table
    2. Create or edit views of data in a table
    3. Dataverse data import options
    4. Load data into a table
    5. Dataverse data export options
    6. Export
    7. Add, update, or delete data in a table by using Excel
    8. Import data using Power Query
    9. Check your knowledge
  7. Connect to other data in a Power Apps canvas app
    1. Overview of the different data sources
    2. Work with action data
    3. Power Automate is a companion to Power Apps
  8. Get started with security concepts in Dataverse
    1. Role-based security
    2. Business units
    3. Hierarchy security
    4. Table/record ownership
    5. Column-level security to control access
    6. Manage security across multiple environments
    7. Check your knowledge
  9. Get started with security roles in Dataverse
    1. Introduction to environment roles
    2. Understand environment roles
    3. Adding or disabling an environment user
    4. Understand user security roles and security role defaults
    5. Check the roles that a user belongs to
    6. Configure Dataverse teams for security
    7. Configure Dataverse group teams for security
    8. Check your knowledge
  10. Use administration options for Dataverse
    1. Introduction to Microsoft Power Platform Admin Center portal
    2. Use Microsoft Power Platform Admin Center portal
    3. Tenant storage capacity
    4. Advanced Customization options in Power Apps Portal
    5. Dataverse Search
    6. Auditing
    7. Duplicate detection
    8. Bulk delete
    9. Long term data retention
    10. Check your knowledge
  11. Visualize data with Dataverse views
    1. Create and edit views in Power Apps maker portal
    2. Filter and sort data for Dataverse views
    3. Check your knowledge
  12. Use Power Query to load data in Dataverse
    1. Import static data by using Power Query
    2. Import dynamic data by using Power Query
    3. Check your knowledge
  13. Use Microsoft Word and Excel templates with Dataverse
    1. Create a dynamic Word template
    2. Create a dynamic Excel template
    3. Check your knowledge
  14. Export data from Dataverse and use Microsoft Excel to edit records
    1. Export data to Excel
    2. Edit and update data in Excel
    3. Check your knowledge
  15. Use Azure and external tools to manipulate data
    1. Use Dataverse community tools for data manipulation
    2. Review Power BI integration with Dataverse
    3. Check your knowledge
  16. Create a relationship between tables in Dataverse
    1. Relate one or more tables - Introduction
    2. Create a one-to-many relationship between tables
    3. Create a many-to-many relationship between tables
    4. Edit or delete relationships
    5. Check your knowledge
  17. Define and create business rules in Dataverse
    1. Define business rules - Introduction
    2. Define the components of a business rule
    3. Create a business rule
    4. Check your knowledge
  18. Create and define calculation or rollup columns in Dataverse
    1. Introduction to roll up columns
    2. Create a rollup column
    3. Introduction to calculated columns
    4. Create a calculation column
    5. Introduction to Power Fx formula columns
    6. Check your knowledge
  19. Configure forms, charts, and dashboards in model-driven apps
    1. Forms overview
    2. Form elements
    3. Configure multiple forms
    4. Use specialized form components
    5. Configure views overview
    6. Configure grids
    7. Create and edit views
    8. Configure charts overview
    9. Dashboards overview
    10. Use interactive streams and tiles
  20. Use specialized components in a model-driven form
    1. Create business process flows
    2. Embed a canvas app in a model-driven form
    3. Add a timeline in a model-driven form
    4. Create a report in a model-driven form
    5. Check your knowledge
  21. Solution Architect series: Evaluate Power Platform analytics and AI
    1. Power Platform reporting capabilities
    2. Power BI overview
    3. Data requirements
    4. Power BI and Power Platform
    5. Dataflows
    6. AI
    7. Check your knowledge
  22. Deploy and refine your app like a pro
    1. Publish the app
    2. Share the app
    3. Use QR codes
    4. Collect feedback and analyze telemetry
    5. Check your knowledge
  23. Customize the command bar
    1. Create or edit modern commands
    2. Work with classic commands
    3. Use Power Fx
    4. Check your knowledge
  24. Get started with Power Apps canvas apps
    1. Start Power Apps
    2. Power Apps data sources
    3. Use Power Apps with Power Automate and Power BI
    4. Designing a Power Apps app
    5. Check your knowledge
  25. Customize a canvas app in Power Apps
    1. Improve your app by making basic customizations
    2. Explore controls and screens in canvas apps
    3. Check your knowledge
  26. How to build the User Interface in a canvas app in Power Apps
    1. Use themes to quickly change the appearance of your app
    2. Brand a control
    3. Icons
    4. Images
    5. Personalization
    6. Build for phones or tablets
  27. Navigation in a canvas app in Power Apps
    1. Understanding navigation
    2. The Navigate and Back functions
    3. More ways to use the Navigate function
  28. Manage apps in Power Apps
    1. Review of managing Power Apps
    2. Check your knowledge
  29. Build a mobile-optimized app from Power Apps
    1. Learn about mobile-optimized apps
    2. Identify components to make a canvas app mobile-optimized
    3. Create a mobile-optimized app that uses responsive designs
    4. Identify performance considerations for a mobile-optimized canvas app
    5. Check your knowledge
  30. Navigation in a canvas app in Power Apps
    1. Understanding navigation
    2. The Navigate and Back functions
    3. More ways to use the Navigate function
  31. How to build the User Interface in a canvas app in Power Apps
    1. Use themes to quickly change the appearance of your app
    2. Brand a control
    3. Icons
    4. Images
    5. Personalization
    6. Build for phones or tablets
  32. Use and understand Controls in a canvas app in Power Apps
    1. Introduction to controls
    2. Core properties of controls
    3. Entering and displaying data with text controls
    4. Additional controls for enhancing your app's usability
    5. Media
    6. Modern controls
    7. Work with component libraries
  33. Document and test your Power Apps application
    1. Create test plans
    2. User interface testing
    3. Performance optimization
    4. Diagnostics and analytics
    5. Documentation and the customer
  34. Create formulas to change properties in a Power Apps canvas app
    1. Formulas overview
    2. Use a formula to modify the format of controls
    3. Use formulas to perform calculations
    4. Use a control to modify the property of other controls
    5. Conditional formatting
    6. Functions for validating data
  35. Create formulas to change behaviors in a Power Apps canvas app
    1. Formulas and functionality
    2. Understanding true and false
    3. Understanding control behaviors and actions
    4. Performing multiple actions in a formula
    5. Control the display mode through a formula
    6. Use controls and functions to create a dynamic formula
  36. Author a basic formula that uses tables and records in a Power Apps canvas app
    1. Records and tables
    2. Using the Table function
    3. Store a table
    4. Filter your table
    5. Use the lookup function to return a record
    6. Additional table functions
  37. Create formulas that use tables, records, and collections in a canvas app in Power Apps
    1. Formulas that process multiple records
    2. Math operations on tables
    3. Combine and separate records
    4. The ForAll function
  38. Use imperative development techniques for canvas apps in Power Apps
    1. Imperative versus declarative development
    2. The three types of variables in Power Apps
    3. Global variables
    4. Contextual variables
    5. Collections
    6. Additional variable concepts
  39. Explore Power Pages design studio
    1. Introduction to Power Pages design studio
    2. Work with pages
    3. Page components
    4. Site styling and templates
    5. Check your knowledge
  40. Explore Power Pages design studio data and security features
    1. Data workspace in Power Pages design studio
    2. Power Pages security features
    3. Check your knowledge
  41. Work with Power Pages metadata
    1. Power Pages metadata
    2. Webpages
    3. Power Pages templates
    4. Check your knowledge
  42. Explore Power Pages templates
    1. Site design templates
    2. Scenario-based templates
    3. Dynamics 365 Power Pages site templates
    4. Check your knowledge
  43. Integrate Power Pages websites with Dataverse
    1. Basic form configuration
    2. Multistep form processes
    3. Set up multistep forms
    4. Extend lists and forms
    5. Check your knowledge
  44. Work with Liquid template language in Power Pages
    1. Liquid basics
    2. Access Dataverse data
    3. Data security and Liquid
    4. Check your knowledge
  45. Set up Power Pages security
    1. Secure static content
    2. Table permissions
    3. Check your knowledge
  46. Access Dataverse in Power Pages websites
    1. Use lists to display multiple Dataverse records
    2. Use forms to interact with Dataverse data
    3. Check your knowledge
  47. Extend Power Pages websites
    1. Power Pages website life cycle management
    2. Extend with scripts
    3. Advanced CSS
    4. Advanced client-side development
    5. Check your knowledge
  48. Power Pages administration
    1. Power Pages administrative tools
    2. Power Pages life cycle
    3. Set up essential features of a Power Pages website
    4. Check your knowledge
  49. Integrate Power Pages with web-based technologies
    1. Document management with SharePoint in Power Pages
    2. Integration with Power BI in Power Pages
    3. Model-driven charts in Power Pages
    4. Check your knowledge
  50. Authentication and user management in Power Pages
    1. Power Pages authentication settings
    2. User registration in Power Pages
    3. Authentication management for Power Pages users
    4. Power Pages authentication providers
    5. Check your knowledge
  51. Power Pages maintenance and troubleshooting
    1. Power Pages website maintenance
    2. Power Pages website troubleshooting
    3. Check your knowledge
  52. Best practices for error handling in Power Automate flows
    1. Configure run after option
    2. Power Automate analytics
    3. Check your knowledge
  53. Introduction to expressions in Power Automate
    1. Get started with expressions
    2. Notes make things easier
    3. Types of functions
    4. Write complex expressions
    5. Check your knowledge
  54. Use Dataverse triggers and actions in Power Automate
    1. Dataverse triggers
    2. Query data
    3. Create, update, delete, and relate actions
    4. Check your knowledge
  55. Extend Dataverse with Power Automate
    1. Work with files and images
    2. Perform operations
    3. Search data
    4. Changesets
    5. Check your knowledge
  56. Share a cloud flow with Power Automate
    1. Share by using co-ownership
    2. Share by using the run-only option
    3. Use the Send a copy feature
    4. Solutions and sharing
    5. Check your knowledge
  57. Understanding Low Code as a Traditional Developer
    1. What is low code?
    2. Understand Power Fx
  58. Manage solutions in Power Apps and Power Automate
    1. Add and remove apps, flows, and entities in a solution
    2. Edit a solution-aware app, flow, and table
    3. Build and deploy a complex solution with flows, apps, and entities
    4. Automate solution management
    5. Check your knowledge
  59. Introduction to solutions for Microsoft Power Platform
    1. Solution layering
    2. Solution architecture tools and techniques
    3. Use version control for solutions
    4. Check your knowledge
  60. Create tables in Dataverse
    1. Table characteristics
    2. Table relationships
    3. Dataverse logic and security
    4. Dataverse auditing
    5. Dual-write vs. virtual tables
    6. Check your knowledge
  61. Get started with model-driven apps in Power Apps
    1. Components of model-driven apps
    2. Design model-driven apps
    3. Incorporate business process flows
  62. Get started with Power Apps canvas apps
    1. Start Power Apps
    2. Power Apps data sources
    3. Use Power Apps with Power Automate and Power BI
    4. Designing a Power Apps app
    5. Check your knowledge
  63. Get started with Power Automate
    1. Create your first flow
    2. Troubleshoot flows
  64. Challenge project - Build applications and automation solutions

Class Materials

Each student receives a comprehensive set of materials, including course notes and all class examples.

Class Prerequisites

Experience in the following is required for this Microsoft Power Platform class:

  • 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

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