Course description
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. This course covers Power Apps, Power Automate, Power Virtual Agents, and Power BI concepts to teach students how to build an integrated solution for an organization based on business requirements.
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.
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
- Power Platform overview
- Lab : Validate lab environment
Module 2: The Functional Consultant role
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
- Consultant skills overview
- Create and validate documentation
- Engage stakeholders
- Perform quality assurance
- Configure integrations
Module 3: Work with Dataverse
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 the data model
- Create and manage processes
- Work with AI Builder
- Configure Dataverse settings
- Import and export data
- Use tabular reporting options
- Configure security settings
- Lab : Create an app
- Lab : Create tables and columns
- Lab : Create relationships
- Lab : Additional table options
Module 4: 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
- Make model-driven apps
- Make canvas apps
- Make portal apps
- Lab : App designer
- Lab : Modify forms
- Lab : Modify views
- Lab : Build dashboards
- Lab : Canvas app fundamentals
- Lab : Work with data and services
- Lab : User experience
Module 5: 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
- Build flows
- Build business process flows
- Build UI flows
- Lab : Create users
- Lab : Create security role
- Lab : Configure a new business rule
- Lab : Advanced business rules
- Lab : Create a flow
- Lab : Build approval flow
- Lab : Build a business process flow
- Lab : Add branching to business process flow
Module 6: Work 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 : Create a chatbot
Module 7: 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
- Get started with Power BI
- Model data in Power BI
- Create visualizations
- Create dashboards
- Publish and share in Power BI
- Lab : Build a Word template
- Lab : Build an Excel template
- Lab : Duplicate detection
- Lab : Import data
- Lab : Export data
- Lab : Bulk delete
Materials
Materials are in electronic form.
Objectives
After completing this course, students will be able to:
- 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
