Description

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

Course Images

PL-200T00 Microsoft Power Platform Functional Consultant

By Nexus Human

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