PL-200: Power Platform Functional Consultant

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.

Key Details

Level: Intermediate
Duration: 5 days
Related Exam: PL-200: Power Platform Functional Consultant Associate

Who should attend this course?

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.

  • Power Platform Developers
  • Aspiring Power Platform solution architects
Power Platform Functional Consultant Associate badge

Course Objectives

By the end of the training, participants will be able 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

Prerequisites

  • 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

Learning Options

We can offer several learning options for this course, so please feel free to choose the one that suits you.

  • Physical course in our training room at Dudley Court South, The Waterfront, Brierley Hill.
  • Online course using Microsoft Teams as a virtual classroom.
  • At your location as a private course.

Public Course

Public course costs are inclusive of refreshments (physical courses only), courseware and lab access, and a practice exam voucher.

£1,700 per person *

* prices are stated exclusive of VAT

Private Course

Bring the instructor and the course directly into your organisation to maximise the learning benefits.

£16,029.00 per course *

Upcoming Power Platform Functional Consultant Courses

Power Platform Functional Consultant Overview

Module 1 – Describe the business value of the Microsoft Power Platform

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.

Module 2 – Create tables in Dataverse

In this module, you will:

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

Module 3 – Manage tables in Dataverse

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.

Module 4 – Create and manage columns within a table in Dataverse

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.

Module 5 – Create a relationship 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

Module 6 – Working with choices in Dataverse

In this module, you will:

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

Module 7 – Get started with security roles in 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

Module 8 – Use administration options for Dataverse

In this module, you’ll learn how to:

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

Module 9 – Manage Dynamics 365 model-driven app settings and security

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

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

Module 10 – Introduction to Microsoft Power Platform security and governance

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.

Module 11 – Get started with model-driven apps in Power Apps

In this module, you will:

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

Module 12 – Configure forms, charts, and dashboards in model-driven apps

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

Module 13 – Get started with Power Apps canvas apps

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.

Module 14 – Connect to other data in a 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

Module 15 – How to build the UI in a canvas app in 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

Module 16 – Manage apps in Power Apps

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.

Module 17 – Build your first app with Power Apps and Dataverse for Teams

In this module, you will:

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

Module 18 – Core components of Power Pages

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.

Module 19 – Explore Power Pages templates

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.

Module 20 – Define and create business rules in Dataverse

In this module, you’ll learn how to:

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

Module 21 – Get started with Power Automate

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

Module 22 – Use the Admin center to manage environments and data policies in Power Automate

In this module, you will:

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

Module 23 – Use Dataverse triggers and actions in Power Automate

In this module, you will:

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

Module 24 – Extend Dataverse with Power Automate

In this module, you will:

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

Module 25 – Introduction to expressions in Power Automate

In this module, you will:

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

Module 26 – Build your first Power Automate for desktop flow

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.

Module 27 – Run a Power Automate for desktop flow in unattended mode

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.

Module 28 – Optimize your business process with process advisor

In this module, you will:

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

Module 29 – Get started with Power Virtual Agents bots

In this module, you will:

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

Module 30 – Enhance Power Virtual Agents bots

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.

Module 31 – Manage topics in Power Virtual Agents

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.

Module 32 – Manage Power Virtual Agents

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.

Module 33 – Get started building with Power BI

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.

Module 34 – Get data with Power BI Desktop

In this module, you will:

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

Module 35 – Model data in Power BI

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

Module 36 – Use visuals in Power BI

In this module, you will:

Explore Power BI visuals
Create visuals

Module 37 – Explore data in Power BI

In this module, you will:

Upload reports
Create dashboards
Ask questions of your data

Module 38 – Publish and share in Power BI

In this module, you will:

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

Module 39 – Manage solutions in Power Apps and Power Automate

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.

Module 40 – Load/export data and create data views in Dataverse

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

Module 41 – Get started with AI Builder

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.

Module 42 – Manage models in AI Builder

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.

Module 43 – Use AI Builder in Power Automate

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.

Module 44 – Functional Consultant Skills

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.

Frequently Asked Questions

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