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.
COURSE OBJECTIVE:
• Get started using Dataverse
• Manage permissions and administration for Dataverse
• Visualize, import, and export Microsoft Dataverse data
• Create relationships, business rules, calculations, and rollups in Dataverse
• Configure forms, charts, and dashboards in model-driven apps
• Use specialized components in a model-driven form
• Solution Architect series: Evaluate Power Platform analytics and AI
• Describe how to build applications with Microsoft Power Apps
• Deploy and refine your app like a pro
• Customize the command bar
• Create a canvas app in Power Apps
• Use the UI and controls in a canvas app in Power Apps
• Use basic formulas to make better Power Apps canvas apps
• Create formulas that use tables, records, and collections in a canvas app in Power Apps
• Use imperative development techniques for canvas apps in Power Apps
• Work with Power Pages websites
• Extend Power Pages
• Administer Power Pages
• Explore Power Pages templates
• Best practices for error handling in Power Automate flows
• Introduction to expressions in Power Automate
• Integrate Power Automate flows and Dataverse
• Share a cloud flow with Power Automate
• Understanding Low Code as a Traditional Developer
• Manage solutions in Power Apps and Power Automate
• Introduction to solutions for Microsoft Power Platform
• Validate your Power Platform Functional Consultant skills
TARGET 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.
COURSE PREREQUISITES:
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COURSE CONTENT:
Get started using Dataverse
Do you want to learn how to build solutions that can use a standardized data structure and work with other solutions sharing the same data model? Do you want to extend the standard model to support custom solutions? This learning path explains the concepts behind and benefits of Dataverse. Creating an environment, entities, fields and options sets are also discussed in this learning path.
Manage permissions and administration for Dataverse
Do you need to manage user access rights? In this learning path, you will learn how to manage permissions associated with environments and entities. You will also learn about different administrative portals and how to access each.
Visualize, import, and export Microsoft Dataverse data
This learning path will show you how to use various Dataverse views, explore how Power Query can load data into Dataverse tables, and how to use Dataverse with third-party tools.
Create relationships, business rules, calculations, and rollups in Dataverse
Do you need to create data relationships, business rules, calculations, and rollups in Dataverse? These modules help you use Dataverse to build powerful business solutions to transform your operations, processes, and your entire organization. The learning path Get started with Dataverse introduces you to Dataverse and many of the key concepts which include environment, entities, fields, and options sets. This learning path continues and expands the exploration of Dataverse with an overview how to form relationships between entities, how to build business rules to perform logic based upon your organization's needs, and how to add calculations and rollup fields.
Configure forms, charts, and dashboards in model-driven apps
In this module, you'll learn about forms, grids, views, charts, and dashboards that can be used in model-driven apps.
• 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
A model-driven app is a powerful app development tool within Microsoft Power Platform. Model-driven apps can build enterprise applications that run on user desktops or mobile devices. A form is an important component of a model-driven app. Forms function as an interface between the user and data that's stored in Microsoft Dataverse. Forms consist of controls, data, and business logic. Apart from regular controls, specialized controls are available to help you complete typical business requirements.
• 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.
Solution Architect series: Evaluate Power Platform analytics and AI
A solution architect for Microsoft Power Platform evaluates the needs for reporting and then identifies the best approach. This module examines the available reporting and analytics options for Power Platform.
• Discover the planning and evaluating requirements.
• Learn about operational reporting.
• Review the capabilities of Microsoft Power BI and how to use it with Power Platform components.
• Learn how to use pre-built insights and custom AI.
Describe how to build applications with Microsoft Power Apps
Learn about the value and capabilities of Microsoft Power Apps and ways citizen and professional developers use this technology to build simple applications for their business.
• Examine Power Apps.
• Explore canvas applications.
• Explore model-driven applications.
• Differentiate between canvas and model-driven applications.
• Build a basic canvas app.
• Build a basic model-driven app.
Deploy and refine your app like a pro
our app has been tested and is ready to go. Now, it's time to deploy and share it with your users. After apps have been deployed, it's common for them to evolve and improve over time. As people begin using the app, you can expect them to request new features, fixes, or that you accommodate a business process that has changed.
• Deploy your app and help users discover it.
• Get feedback and usage information to help refine your app.
Customize the command bar
Learn to implement actions for customized commands on 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
Create a canvas app in Power Apps
Do you want to create apps to help make your business more efficient? Then this path is for you. It introduces you to Power Apps, helps you create and customize an app, and then manage and distribute it.
Use the UI and controls in a canvas app in Power Apps
The app user experience often defines the success of your app. This learning path will focus on how to provide the best app navigation, and build the best UI using themes, icons, images, personalization, different form factors, and controls.
Use basic formulas to make better Power Apps canvas apps
Do you want to use formulas to improve functionality and change a behavior in your Power Apps canvas app? This learning path can help you accomplish your goal.
Create formulas that use tables, records, and collections in a canvas app in Power Apps
Do you have need for complex formulas in your app? This module can help you write those formulas.
• Utilize formulas that process multiple records.
• Use the Concat function to combine text from multiple records.
• Utilize the Countrows, CountIf, ForAll.
• Perform math operations on data in a table.
Use imperative development techniques for canvas apps in Power Apps
Imperative development techniques can help you achieve the goal for your app. You learn about different development methods and different variables in Power Apps.
• Understand imperative vs. declarative development.
• Understand the variables in Power Apps.
• Understand when to utilize each of the three different types of variables.
Work with Power Pages websites
Power Pages websites are designed for interaction with the internal and external audiences. There are additional requirements for content management and design, as well as the need to secure the content. This learning path describes how Power Pages components work within context of Dataverse to deliver the content and data to external and internal audiences. We'll cover the topics of user authentication and how to secure access to different parts of the website content based on the target audience and relationship to the content.
Extend Power Pages
The ability to easily surface and interact with Microsoft Dataverse data on an externally facing website is the core benefit for implementing a Power Pages website. This learning path describes how to transform a content website into a complete web app interacting with Dataverse. We will also cover the options available to customizers and developers to extend the website functionality and integrate with Office 365, Microsoft Power Platform, and Azure components.
Administer Power Pages
Administrators need to understand how to configure various features and add-ons to ensure Power Pages site runs securely and efficiently. Power Pages provide additional features and functionality including integration with other Microsoft technologies such as SharePoint document libraries and Power BI reports. This learning path describes tools and techniques available for administrators to configure and maintain Power Pages sites, as well as efficiently troubleshoot the issues.
Explore Power Pages templates
Power Pages templates are pre-configured solutions that are available to help accelerate deployment. Site templates provide an environment that is immediately suitable for specific scenarios and audiences.
• 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.
Best practices for error handling in Power Automate flows
Getting notifications when your flow has failed because of an error is critical to maintaining business continuity. Also, the notification should provide the cause of the error to help you resolve it quickly. This module will focus on how you can use Configure run after, an option that is available for flow actions, to help isolate errors. It also overviews the built-in error reports.
• 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.
Introduction to expressions in Power Automate
Get the most out of your data using functions to create expressions.
• Use one or more functions to create expressions.
• Use functions to retrieve data, change data, evaluate data, and more.
Integrate Power Automate flows and Dataverse
Work with triggers and actions to extend Power Automate and Dataverse. This Learning Path looks at how to use these features with your flows.
Share a cloud flow with Power Automate
When you create a new Power Automate cloud flow, you're the only one who can view, edit, and run it. By sharing a cloud flow, you can allow other users within your organization to run or help edit your automation. In this module, you learn how and when to share cloud flows and which types to use.
• Learn the ways that you can share a cloud flow and the benefits of each.
• Discover whom you can share cloud flows with.
• Learn the differences in sharing various types of cloud flows.
• Learn how connections are handled when you share cloud flows.
• Find out about different options for sharing through co-ownership.
• Learn about run-only permissions.
• Discover the differences between sharing solution and non-solution cloud flows.
Understanding Low Code as a Traditional Developer
Power Apps can be a powerful tool for citizen developers and traditional developers alike. Upon finishing this module, a traditional developer will have learned how Power Apps work, what the formula language is, and how to create an app using Power Apps.
• Understand what Power Fx is and how to use it.
• Create an app using Power Apps.
• Modify an app using Power Fx.
Manage solutions in Power Apps and Power Automate
Microsoft Power Apps and Power Automate include such package features as apps from Microsoft Power Apps, site maps, flows, entities, customer connectors, and more. In this module, you'll learn how to manage solutions with Power Automate.
• 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.
Introduction to solutions for Microsoft Power Platform
Solutions for Microsoft Power Platform can help you transport an existing app and components from one environment to another. Additionally, solutions will help you apply a set of customizations to existing apps. This module will share solution basics and best practices.
• Learn about solutions and how they work.
• Discover the concept of solution layering.
• Learn about version control for solutions.
Validate your Power Platform Functional Consultant skills
This learning path prepares you to complete the Microsoft Power Platform Functional Consultant challenge project and validate your skills. You should have already completed the following modules as part of the PL-200: Microsoft Power Platform Functional Consultant course. If you haven't, it's recommended that you take some time to complete these modules before beginning the challenge project.
FOLLOW ON COURSES:
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