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
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Duration 5 Days 30 CPD hours This course is intended for This course is intended for IT professionals who are responsible for planning, configuring, and managing an Office 365 environment. Students who attend this course are expected to have a fairly broad understanding of several on-premises technologies such as Domain Name System (DNS) and Active Directory Domain Services (AD DS). In addition, they should have a general understanding of Microsoft Exchange Server, Microsoft Teams, and Microsoft SharePoint. Overview Plan and provision Office 365 Manage Users and Groups in Office 365 Deploy and Configure Tools and Applications for Office 365 Plan and Manage Exchange Online Plan and Manage SharePoint Online Plan and Manage Microsoft Teams Plan and Manage other Office 365 Services Implement Security and Compliance in Office 365 Report, Monitor and Troubleshoot Office 365 This five-day course describes how to set up, configure and manage an Office 365 tenant including identities, and the core services of Microsoft 365. In this five-day course, you will learn how to plan the configuration of an Office 365 tenant including integration with existing user identities; plan, configure and manage core services; and report on key metrics. Although this course and the associated labs are written for Office 365 with Windows 11, the skills taught will also be backwards compatible with Windows 10. This course is based on the features available in the Office 365 E3 license as these are the core features in Office 365 and Microsoft 365 plans. 1 - Planning and Provisioning Office 365 Overview of Office 365 Core Services of Office 365 Requirements for an Office 365 Tenant Planning a Pilot and Deployment Creating an Office 365 Tenant Adding Custom Domains and Managing DNS Settings Lab: Provisioning Office 365 2 - Managing Users and Groups in Office 365 Managing User Accounts and Licences Managing Passwords and Authentication Create and Managing the Different Types of Groups in Office 365 Managing Users and Groups with PowerShell Managing Users and Groups in the Azure AD Admin Center Role Based Access and Administrative Roles Planning and Configuring Directory Synchronization Lab: Managing Users and Groups in Office 365 Lab: Planning and Configuring Directory Synchronisation 3 - Deploying and Configuring Tools and Applications for Office 365 Planning Network Configuration for Office 365 Tools and Applications Using the Office Configuration Tool Click to Run Installation Use and Control Managing Centralized Deployment of Tools, Applications and Add-ins Reporting Lab: Deploying and Configuring Tools and Applications for Office 365 4 - Planning and Managing Exchange Online What is Exchange Online Managing Exchange Online Mailboxes Managing Office 365 Groups in Exchange Online Configuring Exchange Online Permissions Managing Exchange Online using PowerShell Plan and Configure Mail Flow Plan and Configure Email Protection Lab: Planning and Managing Exchange Online 5 - Planning and Managing SharePoint Online What is SharePoint Online Understanding the relationship between SharePoint, OneDrive, Teams, and Office 365 Groups SharePoint Online Architecture Configure SharePoint Online Configure and Control External Sharing Managing SharePoint Online Site Collections Managing SharePoint Online using PowerShell Lab: Planning and Managing SharePoint Online 6 - Planning and Managing Microsoft Teams What is Microsoft Teams How Microsoft Teams integrates with other Office 365 Services Create and Manage Organization Wide Settings Create, Manage and Assign Microsoft Teams Policies Plan and Configure External and Guest Access Managing Microsoft Teams using PowerShell Lab: Planning and Managing Microsoft Teams 7 - Planning and Managing Other Office 365 Services Yammer Planner Visio Bookings Delve Forms Power Platform Stream Sway Viva Scheduler Add-ins, including Find Time and Junk Reporter Lab: Planning and Managing Office 365 Services 8 - Security and Compliance in Office 365 Overview of Security and Compliance Features in Office 365 Extending Security and compliance Features with Additional Licences Using the Microsoft Defender Portal and Secure Score Using the Office 365 Compliance Portal and Compliance Score Plan and Configure Retention Labels and Policies Plan and Configure Data Loss Prevention Policies Create and Assign Sensitivity Labels Configure Safe Attachments and Safe Links Policies Plan and Configure Multi Factor Authentication Lab: Configure Security and Compliance in Office 365 9 - Reporting, Monitoring and Troubleshooting Office 365 Monitoring Office 365 Service Health Troubleshooting Administrative Access in Office 365 Troubleshoot Directory Synchronization Troubleshooting Exchange Online Troubleshooting SharePoint Online Troubleshooting Microsoft Teams Troubleshooting Office 365 Security and Compliance Lab: Reporting, Monitoring and Troubleshooting in Office 365