PL-200: Microsoft Power Platform Functional Consultant

Introduction to Microsoft Power Platform

• Learn the components and features of Microsoft Power Platform
• Identify when to use each Microsoft Power Platform component application to create business solutions
• Understand connectors
• Learn the value of using Microsoft Power Platform to create business solutions

Create tables in Dataverse

• Create tables with Dataverse
• Import data into a Dataverse database
• Lab Create a Microsoft Dataverse table
• Lab Create a custom table and import data

Manage tables in Dataverse

• Tables in Dataverse
• Types of tables that are available in Dataverse
• Creating a custom table
• Enabling attachments within a table
• Which licensing requirements to apply to use each type of table
• Lab Create a new custom table and enable attachments

Create and manage columns within a table in Dataverse

• Learn what a column is in Dataverse
• Learn about the types of columns that are available in Dataverse
• Add a column to a table
• Learn what a primary name column is in Dataverse
• Identify restrictions that are associated with columns
• Create an autonumbering column
• Create an alternate key

Create a relationship between tables in Dataverse

• Why you should segment data that is used by your solutions into many tables
• Why do you need to relate one table to another
• How to build relationships between tables
• How to select the proper relationship type when you're building solutions with Dataverse
• Lab Create two tables and relate them by using a one-to-many relationship

Working with choices in Dataverse

• Learn about choices
• Explore the standard choices
• Create a new choice or modify an existing one
• Lab Create a new choice or modify an existing choice

Get started with security roles in Dataverse

• Learn about security roles and apply them to users in an environment
• Learn how to add users to an environment
• Understand security concepts in Dataverse
• Identify default security roles
• Create a custom role
• Create a custom security role and assign it to entities and users
• Learn how to configure Dataverse teams for security
• Learn how to configure Dataverse group teams for security
• Lab Create a custom role

Use administration options for Dataverse

• Administer Dataverse
• Identify the different portals that are available for Dataverse

Manage Dynamics 365 model-driven app settings and security

• Manage role-based security
• Explore customization functionality and customize themes
• Lab Create a new security role

Introduction to Microsoft Power Platform security and governance

• Access Microsoft Power Platform admin experiences
• Create a simple environment and tenant-wide DLP policies
• Discover and identify the differences between the Business data group and the No-business data group
• Learn about the differences between out-of-the-box Power Automate Admin experiences and the Microsoft Power Platform Center of Excellence toolkit
• Lab Create a Power Platform environment

Get started with model-driven apps in Power Apps

• Learn about model-driven app design
• Create a model-driven app
• Lab Control security when sharing model-driven apps
• Lab Create a model-driven app

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

• Learn about form elements and controls
• Configure forms
• Use specialized form components
• Use editable grids
• Identify views and use public views
• Learn how to configure charts
• Learn how to configure dashboards

Get started with Power Apps canvas apps

• Explore how Power Apps can make your business more efficient
• Learn how to use different technologies to perform different tasks in Power Apps
• Learn about the different ways to build an app in Power Apps
• Create your first app from data in an Excel workbook
• Lab Create your first app in Power Apps

Connect to other data in a Power Apps canvas app

• Understand and use action-based connectors
• Integrate user information and user-profile information into a canvas app
• Use Power Automate with Power Apps

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

• Understand the basics of building the UI through themes, icons, control customization, and images
• Use personalization in a canvas app
• Understand the differences between the Tablet and Mobile form factors
• Lab Create UI for a new canvas app

Manage apps in Power Apps

• Learn how to view and restore app versions
• Explore how to share an app, including permissions and notifications
• Learn about what environments are, how to create them, and how to manage security
• Find more information about Power Apps
• Lab Manage app versions in Power Apps
• Lab Share apps in Power Apps
• Lab Understand environments in Power Apps

Build your first app with Power Apps and Dataverse for Teams

• Create an app by using the hero template
• Customize and publish your app
• Install templates

Core components of Power Pages

• Identify the capabilities of Power Pages
• Review the Power Pages site provisioning process
• Learn about Power Pages core components and tools
• Discover how to control user access to site content and Dataverse data

Explore Power Pages templates

• Identify the scenario-based templates to accelerate creating your site
• Discover the features of the Dynamics 365 templates
• Review the generic site design templates designed to solve unique business needs
• Learn about the blank template as a simple starting point to build a site to your exact specifications

Access Dataverse in Power Apps portals

• Discover the portal components that are available to display and interact with Dataverse data on the portal
• Identify the various features of the portal components
• Display a list of data and an associated drilldown for details
• Configure a table form to access individual records
• Trigger classic Dataverse workflows from the portal
• Lab Use a table list and table form

Authentication and user management in Power Apps portals

• Explore common authentication tasks in a Power Apps portal deployment
• Learn about portal contact extensions
• Configure and register contacts as portal users
• Align portal authentication settings with the business requirements
• Identify authentication provider capabilities and steps that are involved in the registration
• Select and configure identity providers
• Lab Use an invitation to register users

Power Apps portals maintenance and troubleshooting

• Apply strategies and techniques to troubleshoot portal issues
• Learn about how the Portal Checker works and how to resolve potential portal issues
• Perform the portal update process
• Lab Run the Portal Checker

Define and create business rules in Dataverse

• Define business rules in Dataverse
• Create and manage business rules in Dataverse
• Lab Create a business rule

Get started with Power Automate

• Create a flow that automatically saves email attachments
• Learn how to create a button flow to send yourself a reminder
• Lab Create your first flow
• Lab Create recurring flows
• Lab Monitor incoming emails
• Lab Share flows

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

• Learn about the Admin center
• Learn how to import and export flows
• Learn how to share flows

Use Dataverse triggers and actions in Power Automate

• Learn about the Dataverse triggers and actions in Power Automate
• Discover the additional inputs that are available

Extend Dataverse with Power Automate

• Build flows with Dataverse
• Integrate Dataverse with Microsoft Outlook
• Integrate Dataverse with Microsoft To Do

Introduction to expressions in Power Automate

• Use one or more functions to create expressions
• Use functions to retrieve data, change data, evaluate data, and more
• Lab Creating a manual flow and using expressions

Build your first Power Automate for desktop flow

• Learn how to use Power Automate to create a new desktop flow
• Record actions that are performed in a desktop-based application
• Perform a test run of the new desktop flow

Run a Power Automate for desktop flow in unattended mode

• Run a basic desktop flow in unattended mode
• Run a desktop flow and cloud flow scenario in unattended mode
• Learn about best practices and set up for unattended desktop flows

Optimize your business process with a process advisor

• Create your first recording
• Edit recordings and group actions
• Analyze recordings and interpret results

Get started with Power Virtual Agents bots

• Create Power Virtual Agents bots
• Test Power Virtual Agents bots
• Analyze performance
• Lab Build your first chatbot

Enhance Power Virtual Agents bots

• Initiate Power Automate flows directly from topics in your bot
• Configure bots to pass conversations to applications such as Omnichannel for Customer Service
• Extract content from support pages and configure it into bot topics that you can use in conversations

Manage topics in Power Virtual Agents

• Examine how to use topics to create and manage conversation paths in a bot
• Work with topic triggers and conversation nodes
• Add branching to a topic
• Use system topics and create topics from content
• Set up fallback topics to handle unrecognized user input

Manage Power Virtual Agents

• Create and configure a new bot
• Set permissions and security
• Use topics and entities
• Import and export bots
• Authenticate users

Get started building with Power BI

• Learn how Power BI services and applications work together
• Explore how Power BI can make your business more efficient
• Learn how to create compelling visuals and reports

Get data with Power BI Desktop

• Explore the data-centric features and tools of Power BI
• Explore ways to find data

Model data in Power BI

• Create relationships between your data sources
• Create a new field with calculated columns
• Optimize data by hiding fields and sorting visualization data
• Create a measure to perform calculations on your data
• Use a calculated table to create a relationship between two tables
• Format time-based data so that you can drill down for more details

Use visuals in Power BI

• Explore Power BI visuals
• Create visuals

Explore data in Power BI

• Upload reports
• Create dashboards
• Ask questions of your data

Publish and share in Power BI

• Publish reports
• Print and export reports
• Build apps
• Integrate with OneDrive
• Publish to the web

Manage solutions in Power Apps and Power Automate

• Package existing items into a solution
• Create solutions
• Edit existing solution-aware apps, flows in a solution
• Import and export solutions
• Deploy complex solutions with many components
• Learn about component dependency on other components
• Lab Import and export solutions

Load/export data and create data views in Dataverse

• View data within 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 in Maker Portal
• Generate a new dataflow from an Excel Template
• Learn about dataflows and Azure integration

Get started with AI Builder

• Explore how AI Builder can help improve your business performance
• Learn how to use different AI technologies to enhance your processes
• Create your first model
• Learn how to use your models in Power Apps and Power Automate

Manage models in AI Builder

• Learn about the lifecycle of a model
• Learn how to manage model versions
• Explore how to share a model including permissions
• Get a better understanding of AI Builder

Use AI Builder in Power Automate

• Explore how using AI Builder in Power Automate can save you time
• Learn how to use AI Builder actions in Power Automate
• Discover advanced AI Builder usage in Power Automate
• Lab Use AI Builder actions in Power Automate

Functional Consultant skills

• Learn the key responsibilities and skills of the functional consultant role on a project that involves the Microsoft Power Platform
• Learn about creating entity relationship diagrams, wireframes, and mockups for apps, documenting requirements and solution artifacts, and documenting details of data for migration and integration
• Understand how functional consultants are expected to engage with stakeholders, perform quality assurance, and configure integrations on projects

• 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