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Microsoft Power Platform Functional Consultant

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...

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$2,975 USD GSA  $1,764.48
Course Code PL-200T00
Duration 5 days
Available Formats Classroom, Virtual

Upcoming Course Dates

  • Jan 6, 2025 - Jan 10, 2025 (5 days)
    Live Virtual
    Language Time
    English 9:00AM – 5:00PM EST
    Select delivery method/location  (1 options)
    Live Virtual | 9:00AM – 5:00PM EST
    Live Virtual | 9:00AM – 5:00PM EST
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  • Apr 7, 2025 - Apr 11, 2025 (5 days)
    Live Virtual
    Language Time
    English 9:00AM – 5:00PM EDT
    Select delivery method/location  (1 options)
    Live Virtual | 9:00AM – 5:00PM EDT
    Live Virtual | 9:00AM – 5:00PM EDT
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  • Jul 7, 2025 - Jul 11, 2025 (5 days)
    Live Virtual
    Language Time
    English 9:00AM – 5:00PM EDT
    Select delivery method/location  (1 options)
    Live Virtual | 9:00AM – 5:00PM EDT
    Live Virtual | 9:00AM – 5:00PM EDT
    Enroll
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Overview

Schedule

FAQ

Reviews

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.

Audience Profile

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.

Skills Gained

  • 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

Prerequisites

  • Experience as an IT professional or student
  • Working knowledge of Microsoft Power Platform and its key components
  • Knowledge ofMicrosoftDataverse (or general data modeling)and security concepts

Course Details

Outline

  • 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
    • Check your knowledge
  • Create tables in Dataverse
    • Introduction to Microsoft Dataverse
    • Table characteristics
    • Exercise - Create a Microsoft Dataverse table
    • Exercise - Import data into your Microsoft Dataverse database
    • Table relationships
    • Exercise - Create table relationships
    • Dataverse logic and security
    • Exercise - Create a custom table and import data
    • Dataverse auditing
    • Dual-write vs. virtual tables
    • Check your knowledge
  • 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
    • Lab - Create a new custom table and enable attachments
    • Check your knowledge
  • 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 column
    • Restrictions that apply to columns in a table
    • Create an auto numbering column
    • Create an alternate key
    • Exercises
    • Check your knowledge
  • Working with choices in Dataverse
    • Define choice column
    • Choice columns
    • Standard choices column
    • Lab - Create a new choice or modify an existing choice
    • Check your knowledge
  • 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
    • Check your knowledge
  • 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
    • Check your knowledge
  • 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
    • Check your knowledge
  • Get started with security roles in Dataverse
    • Introduction to environment roles
    • Understand environment roles
    • Adding or disabling an environment user
    • Understand user security roles and security role defaults
    • Exercise - Create a custom role
    • Check the roles that a user belongs to
    • Configure Dataverse teams for security
    • Configure Dataverse group teams for security
    • Check your knowledge
  • Use administration options for Dataverse
    • Introduction to Microsoft Power Platform Admin Center portal
    • 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
    • Check your knowledge
  • Visualize data with Dataverse views
    • Create and edit views in Power Apps maker portal
    • Exercise - Add columns to a view
    • Filter and sort data for Dataverse views
    • Exercise - List your accounts
    • Check your knowledge
  • Use Power Query to load data in Dataverse
    • Import static data by using Power Query
    • Exercise – Add new accounts from a text file
    • Import dynamic data by using Power Query
    • Exercise – Transfer an attendee list to a contact table
    • Check your knowledge
  • Use Microsoft Word and Excel templates with Dataverse
    • Create a dynamic Word template
    • Exercise – Create a work order template
    • Create a dynamic Excel template
    • Exercise – Create a sales forecasting template
    • Check your knowledge
  • Export data from Dataverse and use Microsoft Excel to edit records
    • Export data to Excel
    • Exercise - Create an editable Excel file for bulk validation
    • Edit and update data in Excel
    • Exercise - Edit account information in Excel and visualize updates in Dataverse
    • Check your knowledge
  • Use Azure and external tools to manipulate data
    • Use Dataverse community tools for data manipulation
    • Review Power BI integration with Dataverse
    • Check your knowledge
  • 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
    • Exercise - Create two tables and relate them by using a one-to-many relationship
    • Check your knowledge
  • Define and create business rules in Dataverse
    • Define business rules - Introduction
    • Define the components of a business rule
    • Create a business rule
    • Exercise - Create a business rule
    • Check your knowledge
  • Create and define calculation or rollup columns in Dataverse
    • Introduction to roll up columns
    • Create a rollup column
    • Introduction to calculated columns
    • Create a calculation column
    • Exercise - Create a rollup column
    • Exercise - Create a calculated column
    • Introduction to Power Fx formula columns
    • Check your knowledge
  • 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
    • Check your knowledge
  • Use specialized components in a model-driven form
    • Create business process flows
    • Exercise - 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
    • Check your knowledge
  • 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
    • Check your knowledge
  • 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
    • Exercise: Build a canvas app
    • Build a basic model-driven app
    • Exercise: Build a basic model-driven app
    • Knowledge check
    • Summary and resources
  • Deploy and refine your app like a pro
    • Publish the app
    • Share the app
    • Use QR codes
    • Exercise - Embed your app into other Microsoft applications
    • Collect feedback and analyze telemetry
    • Check your knowledge
  • Customize the command bar
    • Create or edit modern commands
    • Work with classic commands
    • Use Power Fx
    • Exercise - Customize the command bar
    • Check your knowledge
  • Get started with Power Apps canvas apps
    • Introduction to Power Apps
    • Start Power Apps
    • Exercise - Create your first app in Power Apps
    • Power Apps data sources
    • Exercise - Create an app from Excel using Copilot
    • Use Power Apps with Power Automate and Power BI
    • Designing a Power Apps app
    • Check your knowledge
  • Customize a canvas app in Power Apps
    • Improve your app by making basic customizations
    • Explore controls and screens in canvas apps
    • Exercise - Introduction to formulas in canvas apps
    • Exercise - Create basic screen navigation for a canvas app
    • Check your knowledge
  • 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
    • Exercise - Create and adjust UI for a new canvas app
    • Check your knowledge
  • Navigation in a canvas app in Power Apps
    • Understanding navigation
    • The Navigate and Back functions
    • More ways to use the Navigate function
    • Exercise - App navigation practice
    • Check your knowledge
  • Manage apps in Power Apps
    • Exercise - Manage app versions in Power Apps
    • Exercise - Share apps in Power Apps
    • Exercise - Understand environments in Power Apps
    • Power Apps review
    • Check your knowledge
  • 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
    • Check your knowledge
  • Navigation in a canvas app in Power Apps
    • Understanding navigation
    • The Navigate and Back functions
    • More ways to use the Navigate function
    • Exercise - App navigation practice
    • Check your knowledge
  • 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
    • Exercise - Create and adjust UI for a new canvas app
    • Check your knowledge
  • Use and understand Controls in a canvas app in Power Apps
    • Introduction to controls
    • 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
    • Lab - Create a canvas app with unique controls
    • Exercise - Upload file to SharePoint document library
    • Check your knowledge
  • Document and test your Power Apps application
    • Create test plans
    • User interface testing
    • Performance optimization
    • Diagnostics and analytics
    • Documentation and the customer
    • Check your knowledge
  • 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
    • Check your knowledge
  • 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
    • Check your knowledge
  • 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
    • Exercise - Use collections and manipulate tables
    • Check your knowledge
  • 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
    • Check your knowledge
  • 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
    • Exercise - Using the variables and collections
    • Check your knowledge
  • Explore Power Pages design studio
    • Introduction to Power Pages design studio
    • Work with pages
    • Page components
    • Site styling and templates
    • Exercise - Edit pages
    • Check your knowledge
  • Explore Power Pages design studio data and security features
    • Introduction into Power Pages design studio data and security features
    • Data workspace in Power Pages design studio
    • Power Pages security features
    • Exercise - secure Dataverse data access
    • Check your knowledge
  • Work with Power Pages metadata
    • Power Pages metadata
    • Webpages
    • Power Pages templates
    • Exercise - Build side navigation
    • Check your knowledge
  • Integrate Power Pages websites with Dataverse
    • Basic form configuration
    • Multistep form processes
    • Set up multistep forms
    • Extend lists and forms
    • Exercise - Extend forms with more actions
    • Check your knowledge
  • Work with Liquid template language in Power Pages
    • Liquid basics
    • Access Dataverse data
    • Data security and Liquid
    • Exercise - Display a list of accounts
    • Check your knowledge
  • Set up Power Pages security
    • Secure static content
    • Table permissions
    • Exercise - Apply table permissions
    • Check your knowledge
  • 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
    • Check your knowledge
  • Access Dataverse in Power Pages websites
    • Use lists to display multiple Dataverse records
    • Use forms to interact with Dataverse data
    • Exercise - Use the list and form components
    • Check your knowledge
  • Extend Power Pages websites
    • Power Pages website life cycle management
    • Extend with scripts
    • Advanced CSS
    • Advanced client-side development
    • Exercise - Add advanced client-side functionality
    • Check your knowledge
  • Build custom Power Pages web templates
    • Create web templates
    • Web templates as API
    • Exercise - Create an extendable web template
    • Check your knowledge
  • Power Pages administration
    • Power Pages administrative tools
    • Power Pages life cycle
    • Set up essential features of a Power Pages website
    • Check your knowledge
  • 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
    • Check your knowledge
  • 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
    • Exercise - Use an invitation to register users
    • Check your knowledge
  • Power Pages maintenance and troubleshooting
    • Power Pages website maintenance
    • Power Pages website troubleshooting
    • Exercise - Run the Portal Checker
    • Check your knowledge
  • Explore Power Pages templates
    • Introduction to site templates in Power Pages
    • Site design templates
    • Scenario-based templates
    • Dynamics 365 Power Pages site templates
    • Check your knowledge
  • Best practices for error handling in Power Automate flows
    • Configure run after option
    • Power Automate analytics
    • Check your knowledge
  • Introduction to expressions in Power Automate
    • Introduction to expressions
    • Get started with expressions
    • Notes make things easier
    • Types of functions
    • Write complex expressions
    • Exercise - Creating a manual flow and using expressions
    • Check your knowledge
  • Use Dataverse triggers and actions in Power Automate
    • Dataverse triggers
    • Query data
    • Create, update, delete, and relate actions
    • Exercise - Create a cloud flow with a Dataverse connector
    • Check your knowledge
  • Extend Dataverse with Power Automate
    • Work with files and images
    • Perform operations
    • Search data
    • Changesets
    • Check your knowledge
  • 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
    • Exercise - Send a copy
    • Solutions and sharing
    • Check your knowledge
  • Understanding Low Code as a Traditional Developer
    • What is low code?
    • Understand Power Fx
    • Exercise - Create Your First Power Apps app as a Traditional Developer
    • Check your knowledge
  • 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
    • Exercise - Import and export solutions
    • Build and deploy a complex solution with flows, apps, and entities
    • Automate solution management
    • Check your knowledge
  • Introduction to solutions for Microsoft Power Platform
    • Solution layering
    • Solution architecture tools and techniques
    • Use version control for solutions
    • Check your knowledge
  • Create tables in Dataverse
    • Introduction to Microsoft Dataverse
    • Table characteristics
    • Exercise - Create a Microsoft Dataverse table
    • Exercise - Import data into your Microsoft Dataverse database
    • Table relationships
    • Exercise - Create table relationships
    • Dataverse logic and security
    • Exercise - Create a custom table and import data
    • Dataverse auditing
    • Dual-write vs. virtual tables
    • Check your knowledge
  • Get started with model-driven apps in Power Apps
    • Introducing model-driven apps
    • Components of model-driven apps
    • Design model-driven apps
    • Exercise
    • Exercise - Control security when sharing model-driven apps
    • Incorporate business process flows
    • Exercise - Create a model-driven app
    • Check your knowledge
  • Get started with Power Apps canvas apps
    • Introduction to Power Apps
    • Start Power Apps
    • Exercise - Create your first app in Power Apps
    • Power Apps data sources
    • Exercise - Create an app from Excel using Copilot
    • Use Power Apps with Power Automate and Power BI
    • Designing a Power Apps app
    • Check your knowledge
  • Get started with Power Automate
    • Introducing Power Automate
    • Create your first flow
    • Exercise - Create recurring flows
    • Exercise - Monitor incoming emails
    • Exercise - Share flows
    • Troubleshoot flows
    • Check your knowledge
  • Challenge project - Build applications and automation solutions
    • Prepare
    • Exercise - Create Microsoft Dataverse tables, columns, and additional assets
    • Exercise - Compose a model-driven app
    • Exercise - Build a canvas app
    • Exercise - Automate with a cloud flow
    • Knowledge check
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