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Microsoft Power Platform Functional Consultant

The Power Platform empowers organizations to automate business processes, develop their own rich app experiences, and connect with customers better and faster. In this course, students will learn to perform discovery, capture requirements, engage subject matter experts and stakeholders, translate requirements, and configure Power Platform solutions and apps. They will supplement their learnings with hands-on labs to create application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and custom visualizations. Power Platform is comprised of four key products: Power Apps, Power Automate, Power BI, and Power Virtual Agents. In this course, we will cover these four applications in depth, with additional focus on the Common Data Service, AI Builder, connectors, and portals.

Target Audience

A Power Platform Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring Power Platform solutions and apps. The Functional Consultant implements components of a solution that include application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and custom visualizations.

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Learning Objectives

  • 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

Pre-Requisites

  • Experience as an IT professional or student
  • Working knowledge of the Power Platform and its key components
  • A knowledge of the Common Data Service and security concepts

Course Content

Module 1: Introduction to the Power Platform

This module will provide the learner with background about the Power Platform and its 4 key components: Power Apps, Power Automate, Power BI, and Power Virtual Agents.

Lessons of Module 1

  • Power Platform overview

Lab 1: Validate lab environment

After completing module 1, students will be able to:

  • Identify the key components of the Power Platform
  • Describe the role of a functional consultant

Module 2: Work with the Common Data Service

In this module, students will learn about creating a data model in the Common Data Service, including importing data, using tabular reporting options, and configuring security. They will also learn about creating easy AI with AI Builder.

Lessons of Module 2

  • Work with the data model
  • Create and manage processes
  • Work with AI Builder
  • Configure Common Data Service settings
  • Import and export data
  • Use tabular reporting options
  • Configure security settings

Lab 2a: Create an app

Lab 2b: Create entities and fields

Lab 2c: Create relationships

Lab 2d: Additional entity options

After completing module 2, students will be able to:

  • Create a data model
  • Configure Common Data Service settings
  • Configure security

Module 3: Make Power Apps

In this module, students will learn the business value of the three types of Power Apps. They will then learn to how to configure and design them, including user experience considerations for each type of application.

Lessons of Module 3

  • Make model-driven apps
  • Make canvas apps
  • Make portal apps

Lab 3a: App designer
Lab 3b: Modify forms
Lab 3c: Modify views
Lab 3d: Build dashboards
Lab 3e: Canvas app fundamentals
Lab 3f: Work with data and services
Lab 3g: User experience

After completing module 3, students will be able to:

  • Create and design a Power App
  • Connect a Power App to data
  • Design app navigation

Module 4: Build Power Automate flows

In this module, students will learn how to automate business processes using Power Automate flows, business process flows, and UI flows.

Lessons of Module 4

  • Build flows
  • Build business process flows
  • Build UI flows

Lab 4a: Create users

Lab 4b: Create security role

Lab 4c: Configure a new business rule

Lab 4d: Advanced business rules

Lab 4e: Create a flow

Lab 4f: Build approval flow

Lab 4g: Build a business process flow

Lab 4h: Add branching to business process flow

After completing module 4, students will be able to:

  • Automate business processes using flows
  • Connect to data in Power Automate
  • Create a business process flow with branching logic

Module 5: Work with Power Virtual Agents

In this module, students will learn how to automate customer interactions with a chatbot using Power Virtual Agents.

Lessons of module 5

  • Create a chatbot
  • Configure topics
  • Automate and integrate
  • Configure entities
  • Test and publish chatbots

Lab 5: Create a chatbot

After completing module 5, students will be able to:

  • Configure topics, entities, and variables
  • Create a chatbot
  • Integrate with Omnichannel for Customer Service
  • Work in the PVA interface

Module 6: Analyze data with Power BI

In this module, students will learn how to work with Power BI Desktop and Power BI Service to analyze data and create visualizations.

Lessons of Module 6

  • Get started with Power BI
  • Model data in Power BI
  • Create visualizations
  • Create dashboards
  • Publish and share in Power BI

Lab 6a: Build a Word template
Lab 6b: Build an Excel template
Lab 6c: Duplicate detection
Lab 6d: Import data
Lab 6e: Export data
Lab 6f: Bulk delete

After completing module 6, students will be able to:

  • Create visualizations
  • Consume data in Power BI
  • Export data visualizations for stakeholders

Module 7: Consultant skills

In this module, students will learn more about the functional consultant role and the skills required to successfully implement a Power Platform solution for an organization.

Lessons of module 7

  • Consultant skills overview
  • Create and validate documentation
  • Engage stakeholders
  • Perform quality assurance
  • Configure integrations

After completing module 7, students will be able to:

  • Identify appropriate documentation
  • Write a business requirement
  • Engage stakeholders with demos
  • Participate in ALM and testing

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