PL-200 Microsoft Power Platform Functional Consultant

1 - Describe the business value of the Microsoft Power Platform

• 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
• Use Artificial Intelligence to increase productivity

2 - Core components of Power Pages

• Get started with Power Pages
• Core tools and components of Power Pages
• Overview of Power Pages security
• Overview of Power Pages extensibility

3 - Explore Power Pages templates

• Site design templates
• Scenario-based templates
• Dynamics 365 Power Pages site templates

4 - Explore Power Pages design studio

• Work with pages
• Page components
• Site styling and templates

5 - Explore Power Pages design studio data and security features

• Data workspace in Power Pages design studio
• Power Pages security features

6 - Introduction to Power Pages administration

• Power Pages administrative tools
• Set up workspace in Power Pages design studio

7 - Get started building with Power BI

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

8 - 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

9 - Model data in Power BI

• How to manage your data relationships
• Create calculated columns
• Optimize data models
• Create measures
• Create calculated tables
• Explore time-based data

10 - Use 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

11 - Explore data in Power BI

• 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

12 - Publish and share in Power BI

• 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

13 - Create and manage workspaces in Power BI

• Distribute a report or dashboard
• Monitor usage and performance
• Recommend a development life cycle strategy
• Troubleshoot data by viewing its lineage
• Configure data protection

14 - Manage semantic models in Power BI

• Use a Power BI gateway to connect to on-premises data sources
• Configure a semantic model scheduled refresh
• Configure incremental refresh settings
• Manage and promote semantic models
• Troubleshoot service connectivity
• Boost performance with query caching (Premium)

15 - Create dashboards in Power BI

• Configure data alerts
• Explore data by asking questions
• Review Quick insights
• Add a dashboard theme
• Pin a live report page to a dashboard
• Configure a real-time dashboard
• Set mobile view

16 - Implement row-level security

• Configure row-level security with the static method
• Configure row-level security with the dynamic method

17 - Create tables in Dataverse

• Table characteristics
• Table relationships
• Dataverse logic and security
• Dataverse auditing
• Dual-write vs. virtual tables

18 - 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

19 - 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

20 - 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

21 - Working with choices in Dataverse

• Define choice column
• Standard choices column

22 - Get started with security roles in Dataverse

• Understand environment roles
• Adding or disabling an environment user
• Understand security concepts in Dataverse
• Understand user security roles and security role defaults
• Check the roles that a user belongs to
• Configure Dataverse teams for security
• Configure Dataverse group teams for security

23 - Use administration options for Dataverse

• Use Microsoft Power Platform Admin Center portal
• Tenant storage capacity
• Advanced Customization options in Power Apps Portal
• Enable and disable auditing

24 - Manage Dynamics 365 model-driven app settings and security

• Configure role-based security
• Manage teams and business units
• Explore settings and customizations

25 - Introduction to Microsoft Power Platform security and governance

• Identify Microsoft Power Platform environments
• Data Loss Prevention policies
• Microsoft Power Platform Center of Excellence Starter Kit

26 - Get started with model-driven apps in Power Apps

• Introducing model-driven apps
• Components of model-driven apps
• Design model-driven apps
• Incorporate business process flows

27 - 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

28 - Get started with Power Apps canvas apps

• Power Apps building blocks
• Ways to build Power Apps
• Power Apps related technologies
• Additional Power Apps related technologies
• Designing a Power Apps app

29 - 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

30 - 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

31 - Manage apps in Power Apps

• Power Apps review

32 - Build your first app with Power Apps and Dataverse for Teams

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

33 - Access Dataverse in Power Pages websites

• Use lists to display multiple Dataverse records
• Use forms to interact with Dataverse data

34 - Authentication and user management in Power Pages

• Power Pages authentication settings
• User registration in Power Pages
• Authentication management for Power Pages users
• Power Pages authentication providers

35 - Power Pages maintenance and troubleshooting

• Power Pages website maintenance
• Power Pages website troubleshooting

36 - Define and create business rules in Dataverse

• Define business rules - Introduction
• Define the components of a business rule
• Create a business rule

37 - Get started with Power Automate

• Introducing Power Automate
• Troubleshoot flows

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

• Administer flows
• Export and import flows
• Learn how to distribute button flows

39 - Use Dataverse triggers and actions in Power Automate

• Dataverse triggers
• Query data
• Create, update, delete, and relate actions

40 - Extend Dataverse with Power Automate

• Set up a flow and configure its trigger
• Email Dataverse record
• Add to-do items
• Test and run your flow

41 - Introduction to expressions in Power Automate

• Get started with expressions
• Notes make things easier
• Types of functions
• Write complex expressions

42 - Build your first 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

43 - Run a Power Automate for desktop flow in unattended mode

• 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

44 - Optimize your business process with process advisor

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

45 - Get started with Microsoft Copilot Studio bots

• Get started working with environments
• Create bots and work with the Microsoft Copilot Studio interface
• Create topics
• Test bots
• Publish bots and analyze performance

46 - Enhance Microsoft Copilot Studio 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

47 - Manage topics in Microsoft Copilot Studio

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

48 - Manage Power Virtual Agents

• Environments in Microsoft Copilot Studio
• Bot topics permissions
• Bot entities and flow permissions
• Monitor and diagnose
• Administer and manage
• Export and import bots
• Authentication

49 - Get started building with Power BI

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

50 - 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

51 - Model data in Power BI

• How to manage your data relationships
• Create calculated columns
• Optimize data models
• Create measures
• Create calculated tables
• Explore time-based data

52 - Use 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

53 - Explore data in Power BI

• 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

54 - Publish and share in Power BI

• 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

55 - Manage solutions in Power Apps and Power Automate

• Add and remove apps, flows, and entities in a solution
• Edit a solution-aware app, flow, and table
• Build and deploy a complex solution with flows, apps, and entities
• Automate solution management

56 - Load/export data and create 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

57 - Get started with AI Builder

• Choose an AI capability
• Create your first model
• Ways to use your models

58 - Manage models in AI Builder

• Model lifecycle
• Manage model versions
• Share your models

59 - Use AI Builder in Power Automate

• AI Builder in Power Automate saves time
• Advanced usage of AI Builder in Power Automate

60 - Functional Consultant skills

• 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

61 - Solution Architect series: Plan application lifecycle management for Power Platform

• Key considerations for ALM
• Solutions
• Configuration and reference data
• Release process
• ALM with Azure DevOps