Microsoft Power Platform Functional Consultant

Describe the business value of the Microsoft Power Platform

In this module, the learner is 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
• Use Artificial Intelligence to increase productivity
• Explore the business value of the Power Fx
• 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
• Explore how Microsoft Power Platform apps work together
• Describe how Power Platform solutions consume Microsoft Azure services
• Summary and resources

Identify foundational components of Microsoft Power Platform

This module introduces learners to the foundational elements of Microsoft Power Platform. Topics range from administration, security, and governance to Microsoft Dataverse and data connectors.

• Describe Power Platform administration
• Describe Power Platform security and governance
• Explore Microsoft Dataverse
• Examine Power Platform connectors
• Exercise - Build a basic Dataverse data model
• Summary and resources

Create and manage environments in Dataverse

An environment is a space to store, manage, and share your organization's business data that is stored within an instance of a Dataverse database. You can set up one or many environments, depending on the needs of your organization. This module explores these environments and how you can use them with instances of Dataverse databases.

• Environments in Microsoft Dataverse
• Developer environments
• Create and manage an environment
• Create an instance of a Microsoft Dataverse database
• Add users and roles within an environment
• Manage settings in an environment
• Environment operations
• Check your knowledge

Create tables in Dataverse

Explore secure data management with Dataverse, learning how to create tables and import data into a cloud-based storage system.

• 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

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
• Primary name column
• Restrictions that apply to columns in a table
• Create an auto numbering column
• Create an alternate key
• Exercises
• 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
• Choice columns
• Standard choices column
• Lab - Create a new choice or modify an existing choice
• 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

Create and define calculation or rollup columns in Dataverse

Do you want to use rollup or calculation columns? This module shows you how to build calculations or rollups that are defined and triggered within the data in Dataverse, regardless of the app that accesses that data set.

• Introduction to roll up columns
• Create a rollup column
• Introduction to calculated columns
• Create a calculation column
• Exercise - Create a rollup column
• Exercise - Create a calculated column
• Introduction to Power Fx formula columns
• 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
• Dataverse data import options
• Load data into a table
• Dataverse data export options
• Export
• Add, update, or delete data in a table by using Excel
• Import data using Power Query
• 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 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
• Dataverse Search
• Auditing
• Duplicate detection
• Bulk delete
• Long term data retention
• Check your knowledge

How to build your first model-driven app with Dataverse

This module will focus on the building blocks of Dataverse and model-driven apps. These key components will help you build quick business apps in your organization.

• Introduction to Dataverse
• Introduction to model-driven apps
• Model-driven apps, powered by Microsoft Dataverse
• Explore sample apps
• 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
• Create and edit views
• Configure charts overview
• Dashboards overview
• Use interactive streams and tiles
• Check your knowledge

Use specialized components in a model-driven form

Learn how to create a business process flow, embed a canvas app, add a timeline, and create a report in a model-driven form.

• Create business process flows
• Exercise - Create a business process flow
• Embed a canvas app in a model-driven form
• Add a timeline in a model-driven form
• Create a report in a model-driven form
• Check your knowledge

Customize the command bar

Learn to customize the command bar in Power Apps.

• Create or edit modern commands
• Work with classic commands
• Use Power Fx
• Exercise - Customize the command bar
• Check your knowledge

Get started with Power Apps canvas apps

Learn how Power Apps can make your business more efficient and streamline your processes.

• Introduction to Power Apps
• Start Power Apps
• Exercise - Create your first app in Power Apps
• Power Apps data sources
• Exercise - Create an app from Excel using Copilot
• Use Power Apps with Power Automate and Power BI
• Designing a Power Apps app
• Check your knowledge

Customize a canvas app in Power Apps

This module takes the learner to the next level in app development by teaching how to customize the app by adding controls, images, and logic.

• Improve your app by making basic customizations
• Explore controls and screens in canvas apps
• Exercise - Introduction to formulas in canvas apps
• Exercise - Create basic screen navigation for a canvas app
• Check your knowledge

Navigation in a canvas app in Power Apps

In this module, learners do an in-depth exploration of navigation in Power Apps.

• Understanding navigation
• The Navigate and Back functions
• More ways to use the Navigate function
• Exercise - App navigation practice
• Check your knowledge

Create formulas to change behaviors in a Power Apps canvas app

Learn how to enhance and customize your Power Apps canvas app using basic formulas.

• Formulas and functionality
• Understanding true and false
• Understanding control behaviors and actions
• Performing multiple actions in a formula
• Control the display mode through a formula
• Use controls and functions to create a dynamic formula
• 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 data
• Power Automate is a companion to Power Apps
• Check your knowledge

Introduction to Power Apps cards

Watch videos and follow exercises that introduce you to Power Apps cards.

• Design Power Apps cards
• Exercise - Create a card to capture employee suggestions
• Send Power Apps cards
• Exercise - Share the employee suggestions card in Teams
• 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

Access Dataverse in Power Pages websites

Learn about the several techniques and methods for displaying and interacting with Dataverse data on Power Pages websites.

• Use lists to display multiple Dataverse records
• Use forms to interact with Dataverse data
• Exercise - Use the list and form components
• Check your knowledge

Explore Power Pages design studio

Power Pages makers spend most of their time building sites in Power Pages design studio. It's important that makers have a full understanding of the capabilities and also the limitations of the design studio. This module will focus on understanding and using the design studio to create and customize sites. Power Pages design studio allows makers to add and configure pages, layout components, static content, custom CSS files, lists, and forms connected to Dataverse.

• Introduction to Power Pages design studio
• Work with pages
• Page components
• Site styling and templates
• Exercise - Edit pages
• Check your knowledge

Integrate Power Pages websites with Dataverse

Explore techniques for implementing Dataverse data on Power Pages websites, including setting up lists, forms, and multistep form processes.

• Basic form configuration
• Multistep form processes
• Set up multistep forms
• Extend lists and forms
• Exercise - Extend forms with more actions
• Check your knowledge

Integrate Power Pages with web-based technologies

Learn how to integrate Power Pages with web-based technologies.

• Document management with SharePoint in Power Pages
• Integration with Power BI in Power Pages
• Model-driven charts in Power Pages
• Check your knowledge

Explore Power Pages design studio data and security features

Power Pages makers spend most their time building sites in Power Pages design studio. It's important that makers understand design studio capabilities as well as its limitations. Power Pages design studio includes Data workspace to create and manage business data and Set up workspace to configure site security and behavior. This module will focus on using the design studio to build secure Dataverse data-driven pages.

• Introduction into Power Pages design studio data and security features
• Data workspace in Power Pages design studio
• Power Pages security features
• Exercise - secure Dataverse data access
• Check your knowledge

Set up Power Pages security

Learn how to set up Power Pages security.

• Secure static content
• Table permissions
• Exercise - Apply table permissions
• Check your knowledge

Authentication and user management in Power Pages

Learn how to authenticate with Power Pages.

• 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
• Check your knowledge

Best practices for error handling in Power Automate flows

Learn how to configure run after options in Microsoft Power Automate to effectively handle errors and gain insight into flow action settings.

• Configure run after option
• Power Automate analytics
• Check your knowledge

Use Dataverse triggers and actions in Power Automate

Extend Dataverse usability by integrating with Power Automate to reduce or eliminate repetitive business processes.

• Dataverse triggers
• Query data
• Create, update, delete, and relate actions
• Exercise - Create a cloud flow with a Dataverse connector
• 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

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

Set up low-code plug-ins

Learn how to set up low-code plug-ins.

• Low-code plug-ins
• Create a low-code plug-in
• Instant plug-ins
• Exercise - Create instant plug-ins
• Automated plug-ins
• Exercise - Create automated plug-ins
• Check your knowledge

Use common low-code plug-in scenarios

Learn about using common low-code plug-in scenarios.

• Use Power Fx with plug-ins
• Implement data validation
• Data manipulation
• Use connectors in plug-in logic
• Use instant plug-ins from Power Apps
• Use instant plug-ins from Power Automate
• 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. Learn the basics of Power BI, how its services and applications work together, and how to create or experience visuals and analytics based on your data.

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

Introduction to solutions for Microsoft Power Platform

Learn how to transport an existing app and components from one environment to another.

• Solution layering
• Solution architecture tools and techniques
• Use version control for solutions
• Check your knowledge

Use Microsoft 365 services with model-driven apps and Microsoft Dataverse

Learn how to use Microsoft 365 services with Power Apps model-driven apps and Dynamics 365 customer engagement apps.

• Set up mailboxes
• Server-side sync
• Document management options
• Document management
• Deploy the app for Outlook
• Set up Dynamics 365 App for Outlook
• Integrate with Microsoft Teams
• Check your knowledge

Use Microsoft Word and Excel templates with Dataverse

Explore how you can create data analysis and standardized documents by using Microsoft Dataverse data along with Microsoft Word and Excel templates.

• Create a dynamic Word template
• Exercise – Create a work order template
• Create a dynamic Excel template
• Exercise – Create a sales forecasting template
• Check your knowledge