Microsoft Power Platform Functional Consultant

Microsoft Power Platform Functional Consultant

Configure Microsoft Dataverse; Create apps by using Microsoft Power Apps; Create and manage process automation;

Describe Microsoft Power Virtual Agents; Import and visualize data by using dataflows and Power BI; and Define an environment strategy.

Course Overivew

  • Microsoft Power Platform empowers organizations to automate business processes, develop their own rich app experiences, and connect with customers better and faster.
  • 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.
  • The functional consultant may perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features.
  • They implement components of a solution including application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and simple visualizations.
  • In this course, students will learn to perform discovery, capture requirements, engage subject matter experts and stakeholders, translate requirements, and configure Microsoft 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.
  • Microsoft 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 Microsoft Data verse, AI Builder, connectors, and portals.

 

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Course Benefits:

Module 1: Introduction to Microsoft Power Platform

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

 

Lessons

  • Microsoft Power Platform overview
  • Lab : Validate lab environment

 

After completing this module, students will be able to:

  • Identify the key components of Microsoft Power Platform

 

Module 2: Work with Data verse

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

 

Lessons

  • Work with tables
  • Understand data types and behavior
  • Configure security settings
  • Lab : Create an app
  • Lab : Create tables and columns
  • Lab : Create relationships
  • Lab : Additional table settings

 

After completing this module, students will be able to:

  • Understand tables, columns, rows, and relationships
  • Configure a data model in Data verse
  • Work in an environment within the Microsoft Power Platform admin center

 

Module 3: Make model-driven apps with Power Apps

  • In this module, students will learn the business value of Power Apps model-driven apps.
  • They will then learn to how to configure and design them, including user experience considerations.

 

Lessons

  • Building blocks of model-driven apps
  • Design model-driven apps
  • Forms and views
  • Lab : Modify views
  • Lab : Modify forms
  • Lab : App designer

 

After completing this module, students will be able to:

  • Connect to data in Power Apps
  • Build a Power Apps model-driven app
  • Design an application user experience

 

Module 4: Make canvas apps with Power Apps

  • In this module, students will learn the business value of Power Apps canvas apps.
  • They will then learn to how to configure and design them, including user experience considerations.

 

Lessons

  • Power Apps studio
  • Canvas apps capabilities
  • User experience
  • Lab : Build a canvas app
  • Lab : Work with data and services
  • Lab : User experience

 

After completing this module, students will be able to:

  • Build a Power Apps canvas app
  • Configure user experience in a canvas app
  • Understand the building blocks of a canvas app

 

Module 5: Make portals with Power Apps

  • In this module, students will learn the business value of Power Apps portals. They will then learn to how to access Dataverse data in a portal and how portal authentication works.

 

Lessons

  • Power Apps portals architecture
  • Access Microsoft Data verse in your portal
  • Authentication and user management

 

After completing this module, students will be able to:

  • Understand how to use Data verse data in a portal
  • Recognize types of Power Apps portals for different audiences
  • Register users for portal access

 

Module 6: Introduction to automation

  • In this module, students will learn about business rules and when they can be used. Students will also get an overview of Power Automate.

 

Lessons

  • Business rules
  • Power Automate overview
  • Lab : Configure a new business rule
  • Lab : Create security roles
  • Lab : Create users
  • Lab : Advanced business rules

 

After completing this module, students will be able to:

  • Create users and grant security roles
  • Create and configure security roles
  • Create and configure advanced business rules

 

Module 7: Build Power Automate cloud flows

  • In this module, students will learn the fundamentals of cloud flows, including triggers and flows. They will create two flows, including an approval flow.

 

Lessons

  • Fundamentals of cloud flows
  • Triggers
  • Actions
  • Lab : Create a flow
  • Lab : Build an approval flow

 

After completing this module, students will be able to:

  • Create cloud flows
  • Understand the fundamentals of cloud flows
  • Use triggers and actions

 

Module 8: Build Power Automate desktop flows

  • In this module, students will learn what desktop flows are and how they are created.
  • Students will also learn how desktop flows are used and how to use process advisor to better understand places to streamline workflows.

 

Lessons

  • Build desktop flows
  • Use desktop flows
  • Process advisor

 

After completing this module, students will be able to:

  • Understand the value of desktop flows
  • Identify when to use desktop flows and how process advisor can help

 

Module 9: Build business process flows

  • In this module, students will learn the value of business process flows and how to use the business process flow designer.
  • They will also practice building business process flows and learn how they can be automated.

 

Lessons

  • Why use business process flows
  • Using business process flow designer
  • Automating your business process flow
  • Lab : Build a branching business process flow
  • Lab : Build a business process flow

 

After completing this module, students will be able to:

  • Create business process flows
  • Use the business process flow designer
  • Know how to add automation to a business process flow

 

Module 10: Build chatbots with Power Virtual Agents

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

 

Lessons

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

After completing this module, students will be able to:

  • Create a chatbot
  • Include a flow in a chatbot
  • Create topics and entities

 

Module 11: 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

  • Use tabular reporting options in Data verse
  • Use charts and dashboards in Data verse
  • Get started with Power BI
  • Model data in Power BI
  • Create visualizations and dashboards
  • Publish and share in Power BI

 

After completing this module, students will be able to:

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

 

Module 12: Putting it all together

  • In this module, students will learn how the concepts of this course pull together and how to use functional consultant skills on Microsoft Power Platform engagements.
  • They will also learn how solutions are used in Microsoft Power Platform and will be introduced to AI Builder.

 

Lessons

  • Using solutions
  • AI Builder
  • Consultant skills
  • Lab : Build charts
  • Lab : Build dashboards
  • Lab : Build delete data
  • Lab : Build a Word template
  • Lab : Build an Excel template
  • Lab : Duplicate detection
  • Lab : Import data
  • Lab : Export data

 

After completing this module, students will be able to:

  • Understand how the concepts of this course work together
  • Manage solutions in Microsoft Power Platform
  • Use AI Builder to create and manage models
  • Apply functional consultant skills

 

  • Work with an organization to gather requirements and implement Microsoft 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
  • 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.
  • The functional consultant may perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features.
  • They implement components of a solution including application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and simple visualizations.
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Prerequisites

This course is available at :

Classroom Training

Cairo
Giza
Onsite

Online Training

Virtual Interactive Instructor LED
Self-Paced Training

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