Microsoft Power Platform course, Power BI course

Course Details

Title: PL-200T00 Microsoft Power Platform Functional Consultant
Duration: 5 Days
Price: £2,800

Please note: course content subject to change

About this Course:
The Microsoft Power Platform helps organizations optimize their operations by automating routine tasks and standardizing best practices. This training provides an in-depth understanding of the capabilities of the Power Platform and Microsoft Power Apps. This training is particularly relevant for business applications such as Dynamics 365 and Microsoft 365.

As the UK's only dedicated Dynamics 365 and Power Platform training provider, our experts share with you the knowledge needed to build, automate, integrate, test, deploy and manage your Power Platform solutions.

Audience Profile
A Power Platform Functional Consultants is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring Power Platform solutions and apps. They create application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and custom visualizations.

Skills Gained
Configure the Common Data Service
Create apps by using Power Apps
Create and manage Power Automate
Implement Power Virtual Agents chatbots
Integrate Power Apps with other apps and services

Module 1: Power Platform overview
- Power Platform components
- Configure Power Platform environments
- Creating applications with Power Apps
- Identify business requirements
- Discovery and planning
- Common Data Service
- Identify data sources
- 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

Module 2: Data Modelling
- Data model fundamentals
- Determine required entities and Relationships
- Other entity options
- Other field options
- Security requirements
- Data Storage requirements
- Internationalizing
- Create entities and fields
- Create One-to-Many parental relationship
- Enable auditing for fields

Module 3: Model-driven apps
- Configure model-driven apps
- Configure model-driven forms
- Configure views
- Configure model-driven charts
- Configure model-driven dashboards
- Configure reports
- Identify and use other user experience components.
Lab - 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

Module 4: Canvas apps
- Differences between canvas apps and model-driven.
- Building a canvas app
- Connecting to a data source using the Common Data Service
- Formulas, variables and collections
- Error handling
- Working with data and services
- Navigation
- Building the UI using themes, icons, images, personalization
- Integration with model-driven apps
Lab - Adding canvas apps to the solution
- Editing a solution and connecting to the data source
- Creating additional screens
- Add a Gallery
- Filtering data
- Customizing the user experience

Module 5: Security
- Security overview
- Business units
- Data security
- Create and manage security roles for users and teams
- Configure hierarchy security
- Adding users and assigning licenses
- Creating security roles
- Specify security at record and field level

Module 6: Platform Automation Overview
In this module you will learn the basics of the Power Platform automation capabilities. Lessons
- Automation overview
- Identify common platform automation capabilities
- Distinguish business rules, classic workflows, Power Automate and business process flows and where to use them

Module 7: Business Rules
- Introduction to business rules
- Additional business rule details
- After completing this module you will be able to:
- Create and use business rules.
- Configure new business rules
- Add rules to perform aggregates / calculations

Module 8: Workflows
- Introduction to workflows
- Common Data Service real-time workflows
- Building workflows with Workflow designer
- Implement logic steps
- Conditions
- Actions
- Scope
- Triggering workflows
- Advanced workflows
- Using a Process template to initiate child workflows

Module 9: Power Automate
- Introduction to Power Automate
- Other flow concepts
- Working with CDS
- Building approval flows
- Starting from apps
- Power Automate deployment considerations
- Create Microsoft Power Automate flow
- Build approval flow requiring user interaction

Module 10: Business Process Flows
- Introduction to business process flows
- Configure business process flows
- Additional business process flow details

Module 11: Microsoft Power Virtual Agents
- Create and publish a bot
- Define topic conversation triggers
- Extract topics from a web page
- Build a dialogue tree initiated by trigger phrases
- Add action nodes, selections and run lookups
- Add the bot to a web site

Module 12: Integrate Power BI with Power Apps
- Create Power BI visualizations
- Create data flows and schedule data flow runs
- Filter data
- Build reports and dashboards
- Publish and share reports and dashboards
- Add Power BI tiles to model-driven apps and canvas app
- Add canvas apps to a Power BI dashboard
- Trigger Power Automate flows from Power BI alerts

Module 13: Integrate Power BI with Power Apps
- Create AI Builder model types
- Prepare source data for use by models
- Consume AI Builder models
- Train models by using historical data
- Test and publish a model
- Consume a model by using Power Apps
- Consume a model by using Power Automate

Module 14: Portals
- Create a portal app
- Expose Common Data Service data
- Configure portal web pages, forms, and navigation
- Portal security including web roles and page access

Module 15: Integrate Power Apps with Microsoft 365
- Add apps to Microsoft Teams
- Create a Teams app from a Power Apps app
- Configure app policies
- Create a Teams channel by using Power Automate
- Configure and use Microsoft Word and Microsoft Excel templates
- Add an Excel worksheet with a Pivot Chart to your app
- Build an Excel template
- Set an entity to Excel Template View
- Upload and use a Word template

Module 16: Data Management
- Managing data overview
- Data preparation
- Importing data
- Data mapping
- Exporting data 
- Duplicate detection rules
- Data import
- Data transformation
- Bulk deletion of historic data

Before attending this course, students must have:
A familiarity of business applications and the desire to customize and implement them for your business.
Some knowledge of relational databases is beneficial.