Duration
5 Days
30 CPD hours
This course is intended for
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 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.
Prerequisites
Experience as an IT professional or student
Working knowledge of Microsoft Power Platform and its key components
Knowledge of Microsoft Dataverse (or general data modeling) and security concepts
1 - Describe the business value of the Microsoft Power Platform
Explore Microsoft Power Platform
Describe the business value of the Power Platform
Explore connectors and Microsoft Dataverse
Describe how Power Platform works with Microsoft 365 apps and services
Explore how Power Platform works with Microsoft Teams
Describe how Power Platform works with Microsoft Dynamics 365 apps
Describe how Power Platform solutions consume Microsoft Azure services
Explore how Microsoft Power Platform apps work together
Use Artificial Intelligence to increase productivity
2 - Core components of Power Pages
Get started with Power Pages
Core tools and components of Power Pages
Overview of Power Pages security
Overview of Power Pages extensibility
3 - Explore Power Pages templates
Site design templates
Scenario-based templates
Dynamics 365 Power Pages site templates
4 - Explore Power Pages design studio
Work with pages
Page components
Site styling and templates
5 - Explore Power Pages design studio data and security features
Data workspace in Power Pages design studio
Power Pages security features
6 - Introduction to Power Pages administration
Power Pages administrative tools
Set up workspace in Power Pages design studio
7 - Get started building with Power BI
Use Power BI
Building blocks of Power BI
Tour and use the Power BI service
8 - Get data with Power BI Desktop
Overview of Power BI Desktop
Explore Power BI Desktop
Connect to data sources
Get data from Excel
Transform data to include in a report
Combine data from multiple sources
Clean data to include in a report
9 - Model data in Power BI
How to manage your data relationships
Create calculated columns
Optimize data models
Create measures
Create calculated tables
Explore time-based data
10 - Use visuals in Power BI
Create and customize simple visualizations
Create slicers
Map visualizations
Matrices and tables
Create scatter, waterfall, and funnel charts
Modify colors in charts and visuals
Page layout and formatting
11 - Explore data in Power BI
Quick insights in Power BI
Create and configure a dashboard
Ask questions of your data with natural language
Create custom Q&A suggestions
Share dashboards with your organization
Display visuals and tiles in full screen
Edit tile details and add widgets
Get more space on your dashboard
12 - Publish and share in Power BI
Publish Power BI Desktop reports
Print and export dashboards and reports
Introducing Power BI Mobile
Create workspaces in Power BI
Build apps
Use apps
Integrate OneDrive for Business with Power BI
Publish to web
13 - Create and manage workspaces in Power BI
Distribute a report or dashboard
Monitor usage and performance
Recommend a development life cycle strategy
Troubleshoot data by viewing its lineage
Configure data protection
14 - Manage semantic models in Power BI
Use a Power BI gateway to connect to on-premises data sources
Configure a semantic model scheduled refresh
Configure incremental refresh settings
Manage and promote semantic models
Troubleshoot service connectivity
Boost performance with query caching (Premium)
15 - Create dashboards in Power BI
Configure data alerts
Explore data by asking questions
Review Quick insights
Add a dashboard theme
Pin a live report page to a dashboard
Configure a real-time dashboard
Set mobile view
16 - Implement row-level security
Configure row-level security with the static method
Configure row-level security with the dynamic method
17 - Create tables in Dataverse
Table characteristics
Table relationships
Dataverse logic and security
Dataverse auditing
Dual-write vs. virtual tables
18 - 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
19 - 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
Create a primary name column
Restrictions that apply to columns in a table
Create an auto numbering column
Create an alternate key
20 - 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
21 - Working with choices in Dataverse
Define choice column
Standard choices column
22 - Get started with security roles in Dataverse
Understand environment roles
Adding or disabling an environment user
Understand security concepts in Dataverse
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
23 - Use administration options for Dataverse
Use Microsoft Power Platform Admin Center portal
Tenant storage capacity
Advanced Customization options in Power Apps Portal
Enable and disable auditing
24 - Manage Dynamics 365 model-driven app settings and security
Configure role-based security
Manage teams and business units
Explore settings and customizations
25 - Introduction to Microsoft Power Platform security and governance
Identify Microsoft Power Platform environments
Data Loss Prevention policies
Microsoft Power Platform Center of Excellence Starter Kit
26 - 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
27 - 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
28 - Get started with Power Apps canvas apps
Power Apps building blocks
Ways to build Power Apps
Power Apps related technologies
Additional Power Apps related technologies
Designing a Power Apps app
29 - Connect to other data in a Power Apps canvas app
Overview of the different data sources
Work with action-based data sources
Power Automate is a companion to Power Apps
30 - How to build the UI in a canvas app in Power Apps
Use themes to quickly change the appearance of your app
Branding a control
Icons
Images
Personalization
Using the tablet or phone form factors
31 - Manage apps in Power Apps
Power Apps review
32 - Build your first app with Power Apps and Dataverse for Teams
Create your first app with the hero template
Customize your app with Power Apps Studio
Publish your app
Install template apps
33 - Access Dataverse in Power Pages websites
Use lists to display multiple Dataverse records
Use forms to interact with Dataverse data
34 - 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
35 - Power Pages maintenance and troubleshooting
Power Pages website maintenance
Power Pages website troubleshooting
36 - Define and create business rules in Dataverse
Define business rules - Introduction
Define the components of a business rule
Create a business rule
37 - Get started with Power Automate
Introducing Power Automate
Troubleshoot flows
38 - Use the Admin center to manage environments and data policies in Power Automate
Administer flows
Export and import flows
Learn how to distribute button flows
39 - Use Dataverse triggers and actions in Power Automate
Dataverse triggers
Query data
Create, update, delete, and relate actions
40 - Extend Dataverse with Power Automate
Set up a flow and configure its trigger
Email Dataverse record
Add to-do items
Test and run your flow
41 - Introduction to expressions in Power Automate
Get started with expressions
Notes make things easier
Types of functions
Write complex expressions
42 - Build your first Power Automate for desktop flow
Set up the environment
Explore Power Automate for desktop
Create your first Power Automate for desktop flow
Record Power Automate for desktop actions
Edit and test recorded actions
43 - Run a Power Automate for desktop flow in unattended mode
Set up an unattended desktop flow
Create a new cloud flow that calls an existing flow in unattended mode
Perform a test run
Best practices
44 - Optimize your business process with process advisor
Get familiar with process advisor
Create your first recording
Edit recordings and group actions
Analyze recordings and interpret results
Automation recommendations
45 - Get started with Microsoft Copilot Studio bots
Get started working with environments
Create bots and work with the Microsoft Copilot Studio interface
Create topics
Test bots
Publish bots and analyze performance
46 - Enhance Microsoft Copilot Studio bots
Use Power Automate to add actions
Transfer conversations to agents by using Omnichannel for Customer Service
Create topics for existing support content
Analyze bot performance
47 - Manage topics in Microsoft Copilot Studio
Work with bot topics
Branch a topic
Create topics for existing support content
Work with system fallback topics
Manage topics
48 - Manage Power Virtual Agents
Environments in Microsoft Copilot Studio
Bot topics permissions
Bot entities and flow permissions
Monitor and diagnose
Administer and manage
Export and import bots
Authentication
49 - Get started building with Power BI
Use Power BI
Building blocks of Power BI
Tour and use the Power BI service
50 - Get data with Power BI Desktop
Overview of Power BI Desktop
Explore Power BI Desktop
Connect to data sources
Get data from Excel
Transform data to include in a report
Combine data from multiple sources
Clean data to include in a report
51 - Model data in Power BI
How to manage your data relationships
Create calculated columns
Optimize data models
Create measures
Create calculated tables
Explore time-based data
52 - Use visuals in Power BI
Create and customize simple visualizations
Create slicers
Map visualizations
Matrices and tables
Create scatter, waterfall, and funnel charts
Modify colors in charts and visuals
Page layout and formatting
53 - Explore data in Power BI
Quick insights in Power BI
Create and configure a dashboard
Ask questions of your data with natural language
Create custom Q&A suggestions
Share dashboards with your organization
Display visuals and tiles in full screen
Edit tile details and add widgets
Get more space on your dashboard
54 - Publish and share in Power BI
Publish Power BI Desktop reports
Print and export dashboards and reports
Introducing Power BI Mobile
Create workspaces in Power BI
Build apps
Use apps
Integrate OneDrive for Business with Power BI
Publish to web
55 - 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
56 - Load/export data and create data views in Dataverse
View data in 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
Generate a new dataflow from an Excel Template
Dataflow and Azure integration
57 - Get started with AI Builder
Choose an AI capability
Create your first model
Ways to use your models
58 - Manage models in AI Builder
Model lifecycle
Manage model versions
Share your models
59 - Use AI Builder in Power Automate
AI Builder in Power Automate saves time
Advanced usage of AI Builder in Power Automate
60 - Functional Consultant skills
Create entity relationship diagrams
Create and document mock-ups
Document functional requirements and artifacts
Complete fit-gap analysis
Discuss stakeholder management responsibilities
Understand industry accelerators
Define Application Lifecycle Management
Participate in testing
Evaluate options
Define connectors
Understand Power Apps component framework
61 - Solution Architect series: Plan application lifecycle management for Power Platform
Key considerations for ALM
Solutions
Configuration and reference data
Release process
ALM with Azure DevOps