Microsoft Power Platform Functional Consultant - PL-200T00

Ein Microsoft Power Platform Functional Consultant*in ist für das Erstellen und Konfigurieren von Apps, Automatisierungen und Lösungen zuständig. Er fungiert als Bindeglied zwischen Anwendern und dem Implementierungsteam. Der funktionale Berater*in fördert die Nutzung von Lösungen innerhalb einer Organisation. Der Functional Consultant*innen kann Untersuchungen durchführen, Fachexperten und Stakeholder einbeziehen, Anforderungen erfassen und Anforderungen auf Funktionen abbilden. Er implementiert Komponenten einer Lösung, einschließlich Anwendungserweiterungen, kundenspezifischer Benutzererfahrungen, Systemintegrationen, Datenkonvertierungen, kundenspezifischer Prozessautomatisierung und einfacher Visualisierungen.

• Erfahrung als IT-Profi oder Student*in
• Gute Kenntnisse über Microsoft Power Platform und der wichtigsten Komponenten
• Kenntnisse im Umgang mit Microsoft Dataverse (oder allgemeiner Datenmodellierung) und Sicherheitskonzepten

Introduction to Microsoft Power Platform

• What is Microsoft Power Platform?
• The business value of Microsoft Power Platform
• Data Connectors
• Data loss prevention, compliance, privacy, and accessibility
• Pulling it all together

Create tables in Dataverse

• Introduction to Microsoft Dataverse
• Table characteristics
• Dual-write vs. virtual tables
• Dataverse auditing
• Exercise - Create a Microsoft Dataverse table
• Import data into your Microsoft Dataverse database
• Exercise - Create a custom table and import data

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

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

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

Working with choices in Dataverse

• Get started using Dataverse
• Define choice column
• Standard choices column
• Lab - Create a new choice or modify an existing choice
• Check your knowledge

Get started with security roles in Dataverse

• Introduction to environment roles
• Understand environment roles
• Adding or disabling an environment user
• Understand security concepts in Dataverse
• 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
• Enable and disable auditing

Manage Dynamics 365 model-driven app settings and security

• Configure role-based security
• Manage teams and business units
• Explore settings and customizations

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

Get started with model-driven apps in Power Apps

• Introducing model-driven apps
• Components of model-driven apps
• Design model-driven apps
• Exercise - Control security when sharing model-driven apps
• Incorporate business process flows

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
• Use specialty views
• Configure charts overview
• Dashboards overview
• Use interactive streams and tiles

Get started with Power Apps canvas apps

• Introduction to Power Apps
• Power Apps building blocks
• Exercise - Create your first app in Power Apps
• Ways to build Power Apps
• Power Apps related technologies
• Additional Power Apps related technologies
• Designing a Power Apps app

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

How to build the UI in a canvas app in Power Apps

• Validate your app maker skills
• Use themes to quickly change the appearance of your app
• Branding a control
• Icons
• Images
• Personalization
• Using the tablet or phone form factors

Manage apps in Power Apps

• Create a canvas app 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

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

Core components of Power Apps portals

• Introduction to portals
• Get started with portals
• Core components of portals
• Overview of portal security
• Overview of extending portals

Explore Power Apps portals

• Introduction to portal templates
• Community portal
• Customer self-service portal
• Employee self-service portal
• Partner portal
• Custom portal
• Modern Community portal

Power Apps portals architecture

• Introduction
• Portals provisioning process
• Portals maker and admin tools
• Exercise - Create a webpage

Access Dataverse in Power Apps portals

• Introduction
• Use table lists to display multiple Microsoft Dataverse records
• Use table forms to interact with Microsoft Dataverse data
• Exercise - Use a table list and table form

Authentication and user management in Power Apps portals

• Introduction
• Power Apps portals authentication settings
• User registration in Power Apps portals
• Portal user authentication management
• Power Apps portals authentication providers
• Exercise - Use an invitation to register users

Power Apps portals maintenance and troubleshooting

• Introduction
• Portal maintenance
• Exercise - Run the Portal Checker
• 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

Get started with Power Automate

• Introducing Power Automate
• Exercise - Create your first flow
• Exercise - Create recurring flows
• Exercise - Monitor incoming emails
• Exercise - Share flows
• Troubleshoot flows

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
• Check your knowledge

Use Dataverse triggers and actions in Power Automate

• Introduction
• Dataverse triggers
• Use triggers
• Work with Dataverse actions
• Check your knowledge

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
• Check your knowledge

Introduction to expressions in Power Automate

• Get started with expressions
• Notes make things easier
• Types of functions
• Write complex expressions
• Exercise - Creating a manual flow and using expressions

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
• Check your knowledge

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

Introduction to business process flows in Power Automate

• Introduction to business process flows
• Differences between a business process flow and a regular flow in Power Automate
• Uses of a business process flow and a standard Power Automate flow

Advanced concepts to improve business process flows in Power Automate

• Introduction to logical branching in business process flows
• Instant flows
• Enhance the form to augment a business process flow
• Exercise - Add branching logic to a business process flow
• Exercise - Add an instant flow
• Exercise - Enhance the main form that is associated with the business process flow

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

Get started with Power Virtual Agents bots

• Get started working with environments
• Create bots and work with the Power Virtual Agents interface
• Create topics
• Test bots
• Publish bots and analyze performance
• Exercise - Build your first chatbot

Enhance Power Virtual Agents 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

Manage topics in Power Virtual Agents

• Work with bot topics
• Branch a topic
• Work with entities
• Variables
• Work with fallback topics
• Manage topics

Manage Power Virtual Agents

• Environments in Power Virtual Agents
• Bot topics permissions
• Bot entities and flow permissions
• Monitor and diagnose
• Administer and manage
• Export and import bots
• Authentication

Get started building with Power BI

• Use Power BI
• Building blocks of Power BI
• Tour and use the Power BI service

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

Model data in Power BI

• Introduction to modeling your data
• How to manage your data relationships
• Create calculated columns
• Optimize data models
• Create measures
• Create calculated tables
• Explore time-based data

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

Explore data in Power BI

• Introduction to the Power BI service
• 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

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

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

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

Get started with AI Builder

• Choose an AI capability
• Create your first model
• Ways to use your models

Manage models in AI Builder

• Model lifecycle
• Manage model versions
• Share your models

Use AI Builder in Power Automate

• AI Builder in Power Automate saves time
• Exercise - Use AI Builder actions in Power Automate
• Advanced usage of AI Builder in Power Automate

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