Integrated Performance Improvement

PL-200T00 Microsoft Power Platform Functional Consultant

Introduction:

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.

Objectives:

Course Outline:

1 – Create and manage environments in Dataverse

  • Environments in Microsoft Dataverse
  • Developer environments
  • Create and manage an environment
  • Create an instance of a Microsoft Dataverse database
  • Add users and roles within an environment
  • Manage settings in an environment
  • Environment operations

2 – Create tables in Dataverse

  • Table characteristics
  • Table relationships
  • Dataverse logic and security
  • Dataverse auditing
  • Dual-write vs. virtual tables

3 – Manage tables in Dataverse

  • Identify tables and table types in Dataverse
  • Create a custom table
  • Enable attachments within a table
  • Licensing requirements for each table type

4 – Create and manage columns within a table in Dataverse

  • Define columns in Microsoft Dataverse
  • Column types in Microsoft Dataverse
  • Add a column to a table
  • Primary name column
  • Restrictions that apply to columns in a table
  • Create an auto numbering column
  • Create an alternate key

5 – Working with choices in Dataverse

  • Define choice column
  • Choice columns
  • Standard choices column

6 – Load/export data and create data views in Dataverse

  • View data in a table
  • Create or edit views of data in a table
  • Dataverse data import options
  • Load data into a table
  • Dataverse data export options
  • Export
  • Add, update, or delete data in a table by using Excel
  • Import data using Power Query

7 – Connect to other data in a Power Apps canvas app

  • Overview of the different data sources
  • Work with action data
  • Power Automate is a companion to Power Apps

8 – Get started with security concepts in Dataverse

  • Role-based security
  • Business units
  • Hierarchy security
  • Table/record ownership
  • Column-level security to control access
  • Manage security across multiple environments

9 – Get started with security roles in Dataverse

  • Understand environment roles
  • Adding or disabling an environment user
  • Understand user security roles and security role defaults
  • Check the roles that a user belongs to
  • Configure Dataverse teams for security
  • Configure Dataverse group teams for security

10 – Use administration options for Dataverse

  • Use Microsoft Power Platform Admin Center portal
  • Tenant storage capacity
  • Advanced Customization options in Power Apps Portal
  • Dataverse Search
  • Auditing
  • Duplicate detection
  • Bulk delete
  • Long term data retention

11 – Visualize data with Dataverse views

  • Create and edit views in Power Apps maker portal
  • Filter and sort data for Dataverse views

12 – Use Power Query to load data in Dataverse

  • Import static data by using Power Query
  • Import dynamic data by using Power Query

13 – Use Microsoft Word and Excel templates with Dataverse

  • Create a dynamic Word template
  • Create a dynamic Excel template

14 – Export data from Dataverse and use Microsoft Excel to edit records

  • Export data to Excel
  • Edit and update data in Excel

15 – Use Azure and external tools to manipulate data

  • Use Dataverse community tools for data manipulation
  • Review Power BI integration with Dataverse

16 – Create a relationship between tables in Dataverse

  • Relate one or more tables – Introduction
  • Relationship types that are available in Microsoft Dataverse
  • Create a one-to-many relationship between tables
  • Create a many-to-many relationship between tables
  • Edit or delete relationships

17 – Define and create business rules in Dataverse

  • Define business rules – Introduction
  • Define the components of a business rule
  • Create a business rule

18 – Create and define calculation or rollup columns in Dataverse

  • Create a rollup column
  • Create a calculation column

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

  • Forms overview
  • Form elements
  • Configure multiple forms
  • Use specialized form components
  • Configure views overview
  • Configure grids
  • Create and edit views
  • Configure charts overview
  • Dashboards overview
  • Use interactive streams and tiles

20 – Use specialized components in a model-driven form

  • Create business process flows
  • 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

21 – Solution Architect series: Evaluate Power Platform analytics and AI

  • Power Platform reporting capabilities
  • Power BI overview
  • Data requirements
  • Power BI and Power Platform
  • Dataflows
  • AI

22 – Describe how to build applications with Microsoft Power Apps

  • Describe Power Apps
  • Explore canvas applications
  • Explore model-driven applications
  • Differentiate between canvas apps and model-driven apps
  • Build a basic canvas app
  • Build a basic model-driven app

23 – Deploy and refine your app like a pro

  • Publish the app
  • Share the app
  • Use QR codes
  • Collect feedback and analyze telemetry

24 – Customize the command bar

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

25 – Get started with Power Apps canvas apps

  • Start Power Apps
  • Power Apps data sources
  • Use Power Apps with Power Automate and Power BI
  • Designing a Power Apps app

26 – Customize a canvas app in Power Apps

  • Improve your app by making basic customizations
  • Explore controls and screens in canvas apps

27 – How to build the User Interface in a canvas app in Power Apps

  • Use themes to quickly change the appearance of your app
  • Brand a control
  • Icons
  • Images
  • Personalization
  • Build for phones or tablets

28 – Navigation in a canvas app in Power Apps

  • Understanding navigation
  • The Navigate and Back functions
  • More ways to use the Navigate function

29 – Manage apps in Power Apps

  • Power Apps review

30 – Build a mobile-optimized app from Power Apps

  • Learn about mobile-optimized apps
  • Identify components to make a canvas app mobile-optimized
  • Create a mobile-optimized app that uses responsive designs
  • Identify performance considerations for a mobile-optimized canvas app

31 – Navigation in a canvas app in Power Apps

  • Understanding navigation
  • The Navigate and Back functions
  • More ways to use the Navigate function

32 – How to build the User Interface in a canvas app in Power Apps

  • Use themes to quickly change the appearance of your app
  • Brand a control
  • Icons
  • Images
  • Personalization
  • Build for phones or tablets

33 – Use and understand Controls in a canvas app in Power Apps

  • Core properties of controls
  • Entering and displaying data with text controls
  • Additional controls for enhancing your app’s usability
  • Media
  • Modern controls
  • Work with component libraries

34 – Document and test your Power Apps application

  • Create test plans
  • User interface testing
  • Performance optimization
  • Diagnostics and analytics
  • Documentation and the customer

35 – Create formulas to change properties in a Power Apps canvas app

  • Formulas overview
  • Use a formula to modify the format of controls
  • Use formulas to perform calculations
  • Use a control to modify the property of other controls
  • Conditional formatting
  • Functions for validating data

36 – Create formulas to change behaviors in a Power Apps canvas app

  • Formulas and functionality
  • Understanding true and false
  • Understanding control behaviors and actions
  • Performing multiple actions in a formula
  • Control the display mode through a formula
  • Use controls and functions to create a dynamic formula

37 – Author a basic formula that uses tables and records in a Power Apps canvas app

  • Records and tables
  • Using the Table function
  • Store a table
  • Filter your table
  • Use the lookup function to return a record
  • Additional table functions

38 – Create formulas that use tables, records, and collections in a canvas app in Power Apps

  • Formulas that process multiple records
  • Math operations on tables
  • Combine and separate records
  • The ForAll function
  • Lab – Using the ForAll function in a gallery

39 – Use imperative development techniques for canvas apps in Power Apps

  • Imperative versus declarative development
  • The three types of variables in Power Apps
  • Global variables
  • Contextual variables
  • Collections
  • Additional variable concepts

40 – Explore Power Pages design studio

  • Work with pages
  • Page components
  • Site styling and templates

41 – Explore Power Pages design studio data and security features

  • Data workspace in Power Pages design studio
  • Power Pages security features

42 – Work with Power Pages metadata

  • Power Pages metadata
  • Webpages
  • Power Pages templates

43 – Integrate Power Pages websites with Dataverse

  • Basic form configuration
  • Multistep form processes
  • Set up multistep forms
  • Extend lists and forms

44 – Work with Liquid template language in Power Pages

  • Liquid basics
  • Access Dataverse data
  • Data security and Liquid

45 – Set up Power Pages security

  • Secure static content
  • Table permissions

46 – Build user experience in Power Pages

  • Multilingual content
  • Reusable content in Power Pages
  • Power Pages website structure and navigation
  • Portal themes
  • Content search
  • Compliance in Power Pages

47 – Access Dataverse in Power Pages websites

  • Use lists to display multiple Dataverse records
  • Use forms to interact with Dataverse data

48 – Extend Power Pages websites

  • Power Pages website life cycle management
  • Extend with scripts
  • Advanced CSS
  • Advanced client-side development

49 – Build custom Power Pages web templates

  • Create web templates
  • Web templates as API

50 – Power Pages administration

  • Power Pages administrative tools
  • Power Pages life cycle
  • Set up essential features of a Power Pages website

51 – Integrate Power Pages with web-based technologies

  • Document management with SharePoint in Power Pages
  • Integration with Power BI in Power Pages
  • Model-driven charts in Power Pages

52 – Authentication and user management in Power Pages

  • Power Pages authentication settings
  • User registration in Power Pages
  • Authentication management for Power Pages users
  • Power Pages authentication providers

53 – Power Pages maintenance and troubleshooting

  • Power Pages website maintenance
  • Power Pages website troubleshooting

54 – Explore Power Pages templates

  • Site design templates
  • Scenario-based templates
  • Dynamics 365 Power Pages site templates

55 – Best practices for error handling in Power Automate flows

  • Configure run after option
  • Power Automate analytics

56 – Introduction to expressions in Power Automate

  • Get started with expressions
  • Notes make things easier
  • Types of functions
  • Write complex expressions

57 – Use Dataverse triggers and actions in Power Automate

  • Dataverse triggers
  • Query data
  • Create, update, delete, and relate actions

58 – Extend Dataverse with Power Automate

  • Work with files and images
  • Perform operations
  • Search data
  • Changesets

59 – Share a cloud flow with Power Automate

  • Share by using co-ownership
  • Share by using the run-only option
  • Use the Send a copy feature
  • Solutions and sharing

60 – Understanding Low Code as a Traditional Developer

  • What is low code?
  • Understand Power Fx

61 – Manage solutions in Power Apps and Power Automate

  • Add and remove apps, flows, and entities in a solution
  • Edit a solution-aware app, flow, and table
  • Build and deploy a complex solution with flows, apps, and entities
  • Automate solution management

62 – Introduction to solutions for Microsoft Power Platform

  • Solution layering
  • Solution architecture tools and techniques
  • Use version control for solutions

63 – Create tables in Dataverse

  • Table characteristics
  • Table relationships
  • Dataverse logic and security
  • Dataverse auditing
  • Dual-write vs. virtual tables

64 – Get started with model-driven apps in Power Apps

  • Introducing model-driven apps
  • Components of model-driven apps
  • Design model-driven apps
  • Incorporate business process flows

65 – Get started with Power Apps canvas apps

  • Start Power Apps
  • Power Apps data sources
  • Use Power Apps with Power Automate and Power BI
  • Designing a Power Apps app

66 – Get started with Power Automate

  • Introducing Power Automate
  • Create your first flow
  • Troubleshoot flows

67 – Challenge project – Build applications and automation solutions

  • Prepare

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