Microsoft Power Platform Functional Consultant

 

• Candidates for this exam perform discovery, capture requirements, engage subject matter experts and stakeholders, translate requirements, and configure Microsoft Power Platform solutions and apps. They create application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and custom visualizations.
• Candidates implement the design provided by and in collaboration with a solution architect and the standards, branding, and artifacts established by user experience designers. They design integrations to provide seamless integration with third party applications and services.
• Candidates actively collaborate with quality assurance team members to ensure that solutions meet functional and non-functional requirements. They identify, generate, and deliver artifacts for packaging and deployment to DevOps engineers, and provide operations and maintenance training to Microsoft Power Platform administrators.

Microsoft Power Platform functional consultants should be familiar with using Microsoft Power Platform components to extend and customize Microsoft apps and services such as Teams, Dynamics 365, Excel, and Word.
 

Configure Microsoft Dataverse (20–25%) Manage a data model

• Assign a type for a table including standard, activity, or virtual
• Configure tables ownership
• Create new tables or modify existing tables
• Determine which type of relationships to implement including 1: N and N: N
• Configure table relationship behaviors including cascading rules
• Create new relationships or modify existing relationships
• Create new columns or modify existing columns
• Create alternate keys for tables
• Configure table properties
• Configure connection roles
• Create and configure views

Create and manage logic

• Define requirements for business rules
• Define and implement business rule logic
• Define the scope for business rules
• Configure and test business rules
• Configure a synchronous classic workflow

Configure Dataverse

• Configure Relevance Search
• Configure auditing
• Perform data management tasks including import, export, and bulk deletion
• Configure duplicate detection settings
• Configure privacy preferences

Configure security settings

• Create and manage business units
• Create and manage security roles
• Create and manage users and teams
• Create and manage column security
• Configure hierarchy security
• Configure Azure AD group teams

Create apps by using Microsoft Power Apps (15–20%) Create model-driven apps

• Create and configure forms
• Create and configure views
• Create and configure charts
• Create and configure dashboards
• Configure site maps
• Select applicable assets for an app including tables, forms, views, business process flows, dashboards, and charts
• Share a model-drive app
• Apply organizational branding by using themes

Create canvas apps

• Create a canvas app
• Configure Dataverse as a data source for an app
• Create canvas app screens
• Implement form navigation, formulas, variables and collections, and error handling
• Build reusable components and component libraries
• Configure offline capabilities for apps
• Run Power Automate flows based on actions that occur in a canvas app
• Interpret App Checker results and resolve identified issues including accessibility issues
• Manage apps
• Monitor app analytics data

Create portal apps

• Create a portal app
• Expose Dataverse data
• Configure portal web pages, forms, and navigation
• Configure portal security including web roles and page access
• Configure portal details and actions
• Configure portal authentication

Create and manage Microsoft Power Automate (15–20%) Create cloud flows

• Recommend types of flows and flow components including when to use a classic workflow
• Trigger a flow by using Dataverse connectors
• Run actions by using the Dataverse connector
• Implement logic control including branches, loops, conditions, error handling, and variables
• Implement dynamic content and expressions
• Test and troubleshoot flows

Create and manage business process flows

• Configure a business process flow
• Add business rules, workflows, flow steps, and action steps to a business process flow
• Define stages and steps
• Configure parallel branches
• Manage the business process flow table for a business process flow

Build desktop flows

• Describe types of desktop flows
• Identify use cases for desktop flows including differentiating between attended and unattended desktop flows
• Build web and user interface automations by using Power Automate Desktop
• Implement variables, loops, and conditionals in Power Automate Desktop flows
• Trigger desktop flows from cloud flows
• Monitor automation runs
• Analyze processes by using Process Advisor

Implement Microsoft Power Virtual Agents chatbots (10–15%) Create chatbots

• Create a standalone chatbot
• Add standalone chatbots to Teams and other channels
• Create a chatbot within a Microsoft Teams channel
• Publish a chatbot
• Share a chatbot
• Monitor and diagnose bot performance, usage, and topic usage
• Authenticate end users for a chatbot

Configure topics

• Define topic conversation triggers
• Create questions, messages, and conditions
• Extract topics from a web page
• Implement greetings, escalations, error messages, and statuses
• Call a Power Automate flow to run an action
• Configure a fallback topic

Configure entities

• Create custom entities
• Implement entities in conversations
• Implement variables to store data

Integrate Microsoft Power Apps with other apps and services (10–15%) Integrate Microsoft Power BI with Power Platform components

• Create Power BI visualizations, reports, and dashboards
• Add Power BI tiles to model-driven apps and canvas apps
• Add canvas apps to a Power BI dashboard
• Trigger Power Automate flows from Power BI alerts

Implement AI Builder

• Determine which AI Builder model type to use
• Create an AI Builder model
• Prepare source data for use by models
• Train, test, and publish a model
• Consume a model by using Power Apps
• Consume a model by using Power Automate

Configure and use templates

• Configure and use Microsoft Excel templates
• Configure and use Microsoft Word templates
• Configure and use email templates

Manage solutions (15–20%) Create a solution in a development environment

• Create solutions to contain solution assets
• Create a publisher
• Add assets to a solution
• Build solution-aware components
• Manage solution component dependencies

Transport solutions between environments

• Resolve connection references
• Set environment variables
• Export solutions
• Import solutions
• Update solutions
• Configure managed properties
• Run Power Apps Checker and interpret results

Localize solutions

• Configure currencies
• Enable language packs
• Export and import translations