Microsoft Power Platform Functional Consultant

Describe the business value of the Microsoft Power Platform

In this module, the learner will be introduced to the Microsoft Power Platform and its business value.

• 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
• Summary and resources

Create tables in Dataverse

Dataverse lets you securely store and manage data that's used by business applications. Standard and custom tables within Dataverse provide a secure and cloud-based storage option for your data.

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

Manage tables in Dataverse

Dataverse tables are similar to tables in a database. Every instance of a Dataverse database includes a base set of tables that provide structure for data that is commonly used by business applications.

• 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
• Check your knowledge

Create and manage columns within a table in Dataverse

Learn how to create and manage table columns 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
• Exercises
• Check your knowledge

Create a relationship between tables in Dataverse

Do you need to create relationships between tables? This module will show how and why you can separate data into tables and how to relate between tables to build complex and robust business solutions. It will also explain the different kinds of relationships that you can define 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
• Check your knowledge

Working with choices in Dataverse

Do you want to create standardized choice lists that you can use across all of your Power Apps? This module will show you how to create new or use standard choice lists called choices in 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

Learn how you can set permissions to limit access to an environment, or limit which users can view, edit, or delete data in an environment within 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

Do you need to use administration options that are available for Dataverse? This module will show you how you can use solutions within Dataverse and administer environments.

• 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
• Check your knowledge

Manage Dynamics 365 model-driven app settings and security

Manage Dynamics 365 model-driven app settings and security

• Configure role-based security
• Manage teams and business units
• Explore settings and customizations
• Exercise - Create a new security role

Introduction to Microsoft Power Platform security and governance

Learn how to secure and govern Microsoft Power Platform apps.

• Identify Microsoft Power Platform environments
• Data Loss Prevention policies
• Microsoft Power Platform Center of Excellence Starter Kit
• Exercise - Create a Power Platform environment
• Check your knowledge

Get started with model-driven apps in Power Apps

Model-driven app design is an approach that focuses on quickly adding components to your apps. These components include dashboards, forms, views, and charts. With little to no code, you can make apps that are simple or complex. Unlike in canvas app development, where the designer has total control over the app layout, much of the layout in model-driven apps is determined by the components you add. In other words, the emphasis is more on quickly viewing your business data and making decisions than on intricate app design.

• Introducing model-driven apps
• Components of model-driven apps
• Design model-driven apps
• Exercise
• Exercise - Control security when sharing model-driven apps
• Incorporate business process flows
• Exercise - Create a model-driven app
• Check your knowledge

Configure forms, charts, and dashboards in model-driven apps

Learn how to configure forms, charts, and dashboards.

• 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
• Check your knowledge

Get started with Power Apps canvas apps

Learn the basics of Power Apps and how you can use it in your organization.

• 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
• Check your knowledge

Connect to other data in a Power Apps canvas app

Learn how to connect to other data in Power Apps canvas app.

• Overview of the different data sources
• Work with action-based data sources
• Power Automate is a companion to Power Apps
• Check your knowledge

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

Do you want to build a better UI for app users? This module helps you do that using themes, icons, images, personalization, different form factors, and controls.

• Use themes to quickly change the appearance of your app
• Branding a control
• Icons
• Images
• Personalization
• Using the tablet or phone form factors
• Exercise - Create UI for a new canvas app
• Check your knowledge

Manage apps in Power Apps

Manage app versions, app sharing, and environments 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
• Check your knowledge

Build your first app with Power Apps and Dataverse for Teams

Learn how to build an app by using Microsoft Dataverse for Teams.

• Create your first app with the hero template
• Customize your app with Power Apps Studio
• Publish your app
• Install template apps
• Check your knowledge

Core components of Power Pages

Use Power Pages to create modern data-driven external-facing business websites. Extend Dataverse data to external and internal audiences such as customers, partners, and employees. Empower anyone inside or outside your organization to interact with the business by using Power Pages sites.

• Introduction to Power Pages
• Get started with Power Pages
• Core tools and components of Power Pages
• Overview of Power Pages security
• Overview of Power Pages extensibility
• Check your knowledge

Explore Power Pages templates

Learn about Power Pages templates, pre-configured solutions that are available to help accelerate deployment.

• Introduction to site templates in Power Pages
• Site design templates
• Scenario-based templates
• Dynamics 365 Power Pages site templates
• Check your knowledge

Define and create business rules in Dataverse

The ability to build business rules that ensure consistent business logic whatever app is accessing that data set is imperative to a successful business operation. This module will show you how you can build business rules that are triggered anytime they're used within Dataverse.

• Define business rules - Introduction
• Define the components of a business rule
• Create a business rule
• Exercise - Create a business rule
• Check your knowledge

Get started with Power Automate

Learn how to create simple flows to make your life easier.

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

Use the Admin center to manage environments and data policies in Power Automate

Tenant and environment admins use the Power Automate Admin center to manage data policies and environments for Power Automate deployments.

• Administer flows
• Export and import flows
• Learn how to distribute button flows
• Check your knowledge

Use Dataverse triggers and actions in Power Automate

You can extend Microsoft Dataverse usability by integrating with Microsoft Power Automate to reduce or eliminate repetitive business processes.

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

Extend Dataverse with Power Automate

Learn how to extend Microsoft Dataverse with Microsoft 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

Learn how to write expressions in Power Automate

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

Build your first Power Automate for desktop flow

Learn how to build a 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

Learn how to run an unattended Microsoft Power Automate for desktop flow.

• 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
• Check your knowledge

Optimize your business process with process advisor

Learn how to optimize your business process with the process advisor capability in Microsoft Power Automate.

• Get familiar with process advisor
• Create your first recording
• Edit recordings and group actions
• Analyze recordings and interpret results
• Automation recommendations
• Check your knowledge

Get started with Power Virtual Agents bots

In this module, you'll be introduced to key concepts and will build a basic Microsoft Power Virtual Agents bot.

• 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
• Check your knowledge

Enhance Power Virtual Agents bots

This module examines some of the methods that you can use to enhance your 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
• Check your knowledge

Manage topics in Power Virtual Agents

This module you will be introduced to the basic principles of topics such as trigger phrases and conversation paths as well as how to create them.

• Work with bot topics
• Branch a topic
• System topics
• Create topics for existing support content
• Work with system fallback topics
• Manage topics
• Check your knowledge

Manage Power Virtual Agents

This module examines the components available for managing and administrating Power Virtual Agent Bots.

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

Get started building with Power BI

Power BI is a collection of software services and applications that let you connect to all sorts of data sources and create compelling visuals and reports. You can benefit from receiving those reports, or you can share them with others inside or outside your organization. Learn the basics of Power BI, how its services and applications work together, and how they can be used to create or experience compelling visuals and analytics based on your data.

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

Get data with Power BI Desktop

How can you find, collect, and clean data from different sources? Power BI is a tool for making sense of your data. You will learn tricks to make data-gathering easier.

• 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
• Check your knowledge

Model data in Power BI

Connect Power BI to multiple data sources to create reports. Define the relationship between your data sources.

• 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
• Check your knowledge

Use visuals in Power BI

Create and customize visuals to present data in compelling and insightful ways.

• Introduction to 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
• Check your knowledge

Explore data in Power BI

Turn your business intelligence data into data insights by creating and configuring Power BI dashboards.

• 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
• Check your knowledge

Publish and share in Power BI

Publish and share your Power BI reports and dashboards to teammates in your organization or to everyone on the web.

• Introduction to using workspaces
• 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
• Check your knowledge

Manage solutions in Power Apps and Power Automate

Learn how to manage solutions in Microsoft 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
• Check your knowledge

Load/export data and create data views in Dataverse

Learn how to view, load, and export data in Dataverse tables.

• 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
• Check your knowledge

Get started with AI Builder

This self-paced module helps you build an AI model from the beginning and shows how you can use it in your business without writing a single line of code.

• Introduction to AI Builder
• Choose an AI capability
• Create your first model
• Ways to use your models
• Check your knowledge

Manage models in AI Builder

Learn how to manage models in AI Builder.

• Model lifecycle
• Manage model versions
• Share your models
• Check your knowledge

Use AI Builder in Power Automate

Learn the basics of AI Builder usage in Microsoft Power Automate and how it can benefit your organization. 

• Introduction to AI Builder usage 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
• Check your knowledge

Functional Consultant skills

Learn about the functional consultant role and the key skills needed to be successful in this role on a Microsoft Power Platform project.

• 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