This course will teach you to use Microsoft Power Platform solutions to simplify, automate, and empower business processes for organizations in the role of a Functional Consultant. A Microsoft Power Platform Functional Consultant is responsible for creating and configuring apps, automations, and solutions. They act as the liaison between users and the implementation team. The functional consultant promotes utilization of solutions within an organization.

• Experience as an IT professional or student
• Working knowledge of Microsoft Power Platform and its key components
• Knowledge of Microsoft Dataverse (or general data modeling) and security concepts

A Microsoft Power Platform Functional Consultant is responsible for creating and configuring apps, automations, and solutions. They act as the liaison between users and the implementation team. The functional consultant promotes utilization of solutions within an organization

• 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

Module 1: Describe the Business Value of the Microsoft Power Platform

Introduction

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

Module 2: Get Started with Power Pages

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

Module 3: Create and Use Analytics Reports with Power BI

Introduction

Use Power BI

Building Blocks of Power BI

Tour and Use the Power BI Service

Module 4: Manage Workspaces and Datasets in Power BI

Introduction

Distribute a Report or Dashboard

Monitor Usage and Performance

Recommend a Development Life Cycle Strategy

Troubleshoot Data by Viewing its Lineage

Configure Data Protection

Module 5: Create Tables in Dataverse

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

Module 6: 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

Module 7: 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

Exercises

Module 8: 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

Module 9: Working with Choices in Dataverse

Define Choice Column

Standard Choices Column

Lab - Create a New Choice or Modify an Existing Choice

Module 10: 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

Module 11: 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

Module 12: Manage Dynamics 365 Model-driven App Settings and Security

Introduction

Configure Role-Based Security

Manage Teams and Business Units

Explore Settings and Customizations

Knowledge Check

Exercise - Create A New Security Role

Module 13: Introduction to Microsoft Power Platform Security and Governance

Introduction

Identify Microsoft Power Platform Environments

Data Loss Prevention Policies

Microsoft Power Platform Center of Excellence Starter Kit

Exercise - Create a Power Platform Environment

Module 14: Get Started with Model-driven Apps in Power Apps

Introducing Model-Driven Apps

Components of Model-Driven Apps

Design Model-Driven Apps

Exercise

Exercise - Control Security When Sharing Model-Driven Apps

Exercise - Create a Model-Driven App

Module 15: 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

Create and Edit Views

Configure Charts Overview

Dashboards Overview

Use Interactive Streams and Tiles

Module 16: 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

Module 17: 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

Module 18: How to Build the UI in a Canvas App in Power Apps

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

Module 19: Manage Apps 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

Module 20: Build your First App with Power Apps and Dataverse for Teams

Introduction

Create your First App with the Hero Template

Customize your App with Power Apps Studio

Publish your App

Install Template Apps

Module 21: Access Dataverse in Power Pages Websites

Introduction

Use Lists to Display Multiple Dataverse Records

Use Forms to Interact with Dataverse Data

Exercise - Use the List and Form Components

Module 22: Authentication and User Management in Power Pages

Introduction

Power Pages Authentication Settings

User Registration in Power Pages

Authentication Management for Power Pages Users

Power Pages Authentication Providers

Exercise - Use an Invitation to Register Users

Module 23: Power Pages Maintenance and Troubleshooting

Introduction

Power Pages Website Maintenance

Power Pages Website Troubleshooting

Exercise - Run the Portal Checker

Module 24: 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

Module 25: 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

Module 26: Use the Admin Center to Manage Environments and Data Policies in Power Automate

Administer Flows

Export and Import Flows

Learn How to Distribute Button Flow

Module 27: Use Dataverse Triggers and Actions in Power Automate

Introduction

Dataverse Triggers

Use Triggers

Work with Dataverse Actions

Module 28: Extend Dataverse with power Automate

Introduction

Set Up a Flow and Configure its Trigger

Email Dataverse Record

Add To-Do Items

Test and Run your Flow

Module 29: Introduction to 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

Module 30: Build your First Power Automate for Desktop Flow

Introduction

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

Module 31: Run a Power Automate for Desktop Flow in Unattended Mode

Introduction

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

Module 32: Optimize your Business Process with Process Advisor

Introduction

Get Familiar with Process Advisor

Create Your First Recording

Edit Recordings and Group Actions

Analyze Recordings and Interpret Results

Automation Recommendations

Module 33: Get Started with Power Virtual Agents Bots

Introduction

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

Module 34: Enhanced Power Virtual Agents Bots

Introduction

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

Module 35: Manage Topics in Power Virtual Agents

Introduction

Work with Bot Topics

Branch a Topic

System Topics

Create Topics for Existing Support Content

Work with System Fallback Topics

Manage Topics

Module 36: Manage Power Virtual Agents

Introduction

Environments in Power Virtual Agents

Bot Topics Permissions

Bot Entities and Flow Permissions

Monitor and Diagnose

Administer and Manage

Export and Import Bots

Authentication

Module 37: Get Started Building with Power BI

Introduction

Use Power BI

Building Blocks of Power BI

Tour and Use the Power BI Service

Module 38: 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

Module 39: 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

Module 40: Use Visuals in Power BI

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

Module 41: 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

Module 42: Publish and Share in Power BI

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

Module 43: Manage Solutions in Power Apps and Power Automate

Introduction

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

Module 44: Load/Export Data and Create and 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

Module 45: Get Started with AI Builder

Introduction to AI Builder

Choose an AI Capability

Create your First Model

Ways to Use Your Models

Module 46: Manage Models in AI Builder

Model Lifecycle

Manage Model Versions

Share your Models

Module 47: Use AI Builder in Power Automate

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

Module 48: Functional Consultant Skills

Introduction

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

Module 49: Solution Architect Series: Plan Application Lifecycle

Management for Power Platform

Introduction

Key Considerations for ALM

Solutions

Configuration and Reference Data

Release Process

ALM With Azure Devops.

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