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Course #:PL-200T00

Microsoft Power Platform Functional Consultant Training

The Power Platform empowers organizations to automate business processes, develop their own rich app experiences, and connect with customers better and faster. In this course, students will learn to perform discovery, capture requirements, engage subject matter experts and stakeholders, translate requirements, and configure Power Platform solutions and apps. They will supplement their learnings with hands-on labs to create application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and custom visualizations. Power Platform is comprised of four key products: Power Apps, Power Automate, Power BI, and Power Virtual Agents. In this course, we will cover these four applications in depth, with additional focus on Microsoft Dataverse (formerly Common Data Service), AI Builder, connectors, and portals.

Objectives

Work with an organization to gather requirements and implement Power Platform solutions

Build model-driven, canvas, and portal apps

Create Power Automate flows

Design a simple chatbot using Power Virtual Agents

Analyze data using Power BI visualizations and dashboards

Audience

A Power Platform Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring Power Platform solutions and apps. The Functional Consultant implements components of a solution that include application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and custom visualizations.

Prerequisites

Experience as an IT professional or student

Working knowledge of the Power Platform and its key components

A knowledge of Microsoft Dataverse (or general data modeling) and security concepts

Duration

Five Days

Outline of Microsoft Power Platform Functional Consultant Training

Module 1: Introduction to the Power Platform

This module will provide the learner with background about the Power Platform and its 4 key components: Power Apps, Power Automate, Power BI, and Power Virtual Agents.

 

Lessons

Power Platform overview

Lab : Validate lab environment

After completing this module, students will be able to:

Identify the key components of the Power Platform

Describe the role of a functional consultant

Module 2: The Functional Consultant role

In this module, students will learn more about the functional consultant role and the skills required to successfully implement a Power Platform solution for an organization.

Lessons

Consultant skills overview

Create and validate documentation

Engage stakeholders

Perform quality assurance

Configure integrations

After completing this module, students will be able to:

Engage stakeholders with demos

Create table (entity) relationship diagrams

Design integrations

Interact with consultant and customer organization teams

Module 3: Work with Dataverse

In this module, students will learn about creating a data model in Microsoft Dataverse, including importing data, using tabular reporting options, and configuring security. They will also learn about creating easy AI with AI Builder.

Lessons

Work with the data model

Create and manage processes

Work with AI Builder

Configure Dataverse settings

Import and export data

Use tabular reporting options

Configure security settings

Lab : Create an app

Lab : Create tables and columns

Lab : Create relationships

Lab : Additional table options

After completing this module, students will be able to:

Understand tables, columns, rows, and relationships

Configure a data model in Dataverse

Work in an environment within the Power Platform admin center

Module 4: Make Power Apps

In this module, students will learn the business value of the three types of Power Apps. They will then learn to how to configure and design them, including user experience considerations for each type of application.

Lessons

Make model-driven apps

Make canvas apps

Make portal apps

Lab : App designer

Lab : Modify forms

Lab : Modify views

Lab : Build dashboards

Lab : Canvas app fundamentals

Lab : Work with data and services

Lab : User experience

After completing this module, students will be able to:

Connect to data in Power Apps

Build a Power App

Design an application user experience

Module 5: Build Power Automate flows

In this module, students will learn how to automate business processes using Power Automate flows, business process flows, and UI flows.

Lessons

Build flows

Build business process flows

Build UI flows

Lab : Create users

Lab : Create security role

Lab : Configure a new business rule

Lab : Advanced business rules

Lab : Create a flow

Lab : Build approval flow

Lab : Build a business process flow

Lab : Add branching to business process flow

After completing this module, students will be able to:

Create flows

Create business process flows

Understand UI flows

Module 6: Work with Power Virtual Agents

In this module, students will learn how to automate customer interactions with a chatbot using Power Virtual Agents.

Lessons

Create a chatbot

Configure topics

Automate and integrate

Configure entities

Test and publish chatbots

Lab : Create a chatbot

After completing this module, students will be able to:

Create a chatbot

Include a flow in a chatbot

Create topics and entities

Module 7: Analyze data with Power BI

In this module, students will learn how to work with Power BI Desktop and Power BI Service to analyze data and create visualizations.

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

Lab : Build an Excel template

Lab : Duplicate detection

Lab : Import data

Lab : Export data

Lab : Bulk delete

After completing this module, students will be able to:

Create visualizations

Consume data in Power BI

Export data visualizations for stakeholders

We regularly offer classes in these and other cities. Atlanta, Austin, Baltimore, Calgary, Chicago, Cleveland, Dallas, Denver, Detroit, Houston, Jacksonville, Miami, Montreal, New York City, Orlando, Ottawa, Philadelphia, Phoenix, Pittsburgh, Seattle, Toronto, Vancouver, Washington DC.
US Inquiries / 1.877.517.6540
Canadian Inquiries / 1.877.812.8887