Overview: Microsoft Power Platform Functional Consultant
The Microsoft Power Platform Functional Consultant course empowers individuals to bridge the gap between business needs and technical solutions within the Power Platform. As a Microsoft Power Platform Functional Consultant, you will learn to gather requirements, translate them into actionable plans, and configure solutions using the various tools within the platform. This comprehensive training ensures that, as a Microsoft Power Platform Functional Consultant, you are well-equipped to handle the critical task of aligning technical solutions with business needs.
This course prepares you to collaborate effectively with stakeholders and developers, a crucial skill for any Microsoft Power Platform Functional Consultant. By the end of the training, you will be adept at ensuring that the final solutions align perfectly with real-world business processes. With the skills gained from this course, you will be a proficient Microsoft Power Platform Functional Consultant, capable of driving successful implementations and optimizing business operations. The role of a Microsoft Power Platform Functional Consultant is pivotal in ensuring that business processes are efficiently supported by the Power Platform. Embrace your potential as a Microsoft Power Platform Functional Consultant and lead your organization to new heights.
Course Details
Course Code: PL-200T00; Course duration: 4 days; Instructor-led
Microsoft 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 Microsoft 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. Microsoft 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, AI Builder, connectors, and portals.
Audience
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
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
Methodology
This program will be conducted with interactive lectures, PowerPoint presentation, discussion and practical exercise.
Course Objectives
- 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
Outlines
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
- Microsoft Power Platform overview
Lab: Validate lab environment
After completing this module, students will be able to:
- Identify the key components of the Power Platform
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 tables
- Understand data types and behavior
- Configure security settings
Lab: Create an app
Lab: Create tables and columns
Lab: Create relationships
Lab: Additional table settings
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 Microsoft Power Platform admin center
In this module, students will learn the business value of Power Apps model-driven apps. They will then learn to how to configure and design them, including user experience considerations.
Lessons
- Building blocks of model-driven apps
- Design model-driven apps
- Forms and views
Lab: Modify views
Lab: Modify forms
Lab: App designer
After completing this module, students will be able to:
- Connect to data in Power Apps
- Build a Power Apps model-driven app
Design an application user experience
In this module, students will learn the business value of Power Apps canvas apps. They will then learn to how to configure and design them, including user experience considerations.
Lessons
- Power Apps studio
- Canvas apps capabilities
- User experience
Lab: Build a canvas app
Lab: Work with data and services
Lab: User experience
After completing this module, students will be able to:
- Build a Power Apps canvas app
- Configure user experience in a canvas app
- Understand the building blocks of a canvas app
In this module, students will learn the business value of Power Apps portals. They will then learn to how to access Dataverse data in a portal and how portal authentication works.
Lessons
- Power Apps portals architecture
- Access Microsoft Dataverse in your portal
- Authentication and user management
After completing this module, students will be able to:
- Understand how to use Dataverse data in a portal
- Recognize types of Power Apps portals for different audiences
- Register users for portal access
In this module, students will learn about business rules and when they can be used. Students will also get an overview of Power Automate.
Lessons
- Business rules
- Power Automate overview
Lab: Configure a new business rule
Lab: Create security roles
Lab: Create users
Lab: Advanced business rules
After completing this module, students will be able to:
- Create users and grant security roles
- Create and configure security roles
- Create and configure advanced business rules
In this module, students will learn the fundamentals of cloud flows, including triggers and flows. They will create two flows, including an approval flow.
Lessons
- Fundamentals of cloud flows
- Triggers
- Actions
Lab: Create a flow
Lab: Build an approval flow
After completing this module, students will be able to:
- Create cloud flows
- Understand the fundamentals of cloud flows
- Use triggers and actions
In this module, students will learn what desktop flows are and how they are created. Students will also learn how desktop flows are used and how to use process advisor to better understand places to streamline workflows.
Lessons
- Build desktop flows
- Use desktop flows
- Process advisor
After completing this module, students will be able to:
- Understand the value of desktop flows
- Identify when to use desktop flows and how process advisor can help
In this module, students will learn the value of business process flows and how to use the business process flow designer. They will also practice building business process flows and learn how they can be automated.
Lessons
- Why use business process flows
- Using business process flow designer
- Automating your business process flow
Lab: Build a branching business process flow
After completing this module, students will be able to:
- Create business process flows
- Use the business process flow designer
- Know how to add automation to a business process flow
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: Build a chatbot
After completing this module, students will be able to:
- Create a chatbot
- Include a flow in a chatbot
- Create topics and entities
In this module, students will learn how to work with Power BI Desktop and Power BI Service to analyze data and create visualizations.
Lessons
- Use tabular reporting options in Dataverse
- Use charts and dashboards in Dataverse
- Get started with Power BI
- Model data in Power BI
- Create visualizations and dashboards
- Publish and share in Power BI
After completing this module, students will be able to:
- Create visualizations
- Consume data in Power BI
- Export data visualizations for stakeholders
In this module, students will learn how the concepts of this course pull together and how to use functional consultant skills on Microsoft Power Platform engagements. They will also learn how solutions are used in Microsoft Power Platform and will be introduced to AI Builder.
Lessons
- Using solutions
- AI Builder
- Consultant skills
Lab: Build charts
Lab: Build dashboards
Lab: Build delete data
Lab: Build a Word template
Lab: Build an Excel template
Lab: Duplicate detection
Lab: Import data
Lab: Export data
After completing this module, students will be able to:
- Understand how the concepts of this course work together
- Manage solutions in Microsoft Power Platform
- Use AI Builder to create and manage models
- Apply functional consultant skills
