- Power Platform component - Power Apps, Power Automate, Power BI, Power Virtual Agents
- Creating applications with Power Apps
- The role of a functional consultant
- Identify business requirements
- Discovery and planning
- Common Data Service
- Identify data sources
- Differences between canvas apps and model-driven. Lab
- Set up the Power Platform tenant and create the environment
- Create a canvas app with Make from data template
- Create a canvas app from blank with phone layout
- Consultant skills overview
- Identify business requirements
- Create and validate documentation
- Rapid design of prototypes
- Engage stakeholders
- Perform quality assurance
- Participate in ALM and testing
- Configure integrations
- Creating the data model
- Determine required entities and Relationships
- Other entity options
- Create and manage processes - Business rules and workflows
- Work with AI Builder
- Data Storage requirements
- Importing and exporting data
- Tabular reporting options
- Security requirements
- Internationalizing Lab
- Create a model-driven app
- Create entities and fields
- Create One-to-Many parental relationship
- Enable auditing for fields
- Make model-driven apps
- Connecting Power Apps to data
- Configure model-driven forms
- Configure views
- Configure model-driven charts
- Configure model-driven dashboards
- Configure reports
- Design navigation and other user experience components
- Differences between canvas apps and model-driven
- Make portal apps Lab
- Adding canvas apps to the solution
- Create a canvas app to list records from the Accounts entity
- Create a model-driven app
- Edit the Site Map and add components to forms and views
- Validate the app and check for dependencies
- Modifying views
- Add a chart and test with data
- Create dashboards
- Automating business processes, tasks, activities
- Connect to data in Power Automate
- Event driven flows
- Logic and error handling
- Build flows
- Build business process flows
- Build UI flows Lab
- Create users
- Create security role
- Configure a new business rule
- Advanced business rules
- Create a flow
- Build approval flow
- Build a business process flow
- Add branching to business process flow
- Create a chatbot
- Configure topics
- Automate and integrate
- Configure entities and variables
- Integrate with Omnichannel for Customer Service
- Work in the PVA interface
- Test and publish chatbots Lab
- Create a chatbot
- Lessons
- Get started with Power BI
- Model data in Power BI
- Create visualizations
- Create dashboards
- Publish and share in Power BI Lab
- Build a Word template
- Build an Excel template
- Duplicate detection
- Import data
- Export data
- Bulk delete
- Power Platform admin centre and setup wizard
- Configure organization and business management settings
- Configure marketing settings
- Email marketing settings
- Landing page form
- Configure events settings
- Configure social media
- Integrations in Dynamics 365 for Marketing
- Marketing portal configuration
- LinkedIn Lead Gen integration
- Manage marketing content and templates
- Identifying and designing market segments
- Filtering data
- Data protection and GDPR
- Create and manage segments
- Create and manage subscription centres and lists
- Creating a subscription form
- Requirement for a subscription centre marketing page
- Create marketing forms and pages
- Manage forms
- Manage marketing pages
- Preview, validate and go live with a marketing page
- Create marketing form and page templates
- Create and manage leads
- Connector for LinkedIn lead generation
- Manage accounts and contacts
- Track customers as accounts or contacts
- Create a lead and convert it to an opportunity
- Recognise demographic, firmographic and behavioural data
- Create a lead scoring model
- Set a sales ready threshold
- Create marketing emails
- Create and design email messages
- Preview, validate and go live with email messages
- Save an email message as a template
- A/B testing
- Spam checker
- Add dynamic content
- Use the customer journey design tools to build campaign pipeline
- Create customer journeys for promotions, events, newsletters
- Add actions, targets, flow control
- Publishing options
- Create an on-site event
- Review of the customer journey creation process
- Components of the event website
- Event planning features
- Setup sessions, speakers, event passes, waitlists, venues, and sponsors
- Create a Teams webinar event
- Promote and manage events
- Create an email campaign and post messages on social media
- Registration options
- Set up and manage the event portal
- Set up registration and check-in functionality
- Configure events settings
- Monitor customer satisfaction and interests with Customer Voice surveys
- Create a survey project
- Determine question types and add questions to the project
- Add metrics such as NPS, Sentiment, CSAT
- Using variables to personalize surveys sent by email
- Branding and themes
- Create and distribute surveys to customers
- Customised email templates
- Uploading survey responses from new prospective leads
- Analysing survey responses
- Use insights functionality to track interaction with customers and gage campaign success
- View statistics, analytics, and key performance indicators based on marketing results
- Monitor interactions from marketing pages, forms, emails, websites and social media
- Interactions timeline for contacts
- Score leads
- View insights related to customer journeys and email messages
- Web insights