Microsoft Power Platform 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. Job role: Functional Consultant
 

• Experience as an IT professional or student
• Working knowledge of Microsoft Power Platform and its key components
• Knowledge of Microsoft Dataverse (or general data modeling) and security concepts

Describe the business value of the Microsoft Power Platform

• Introduction
• 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
• Knowledge check

Get Started with Power Pages

• Core components of Power Pages
  • Introduction to Power Pages10 min
  • Get started with Power Pages10 min
  • Core tools and components of Power Pages10 min
  • Overview of Power Pages security5 min
  • Overview of Power Pages extensibility5 min
  • Check your knowledge
• Explore Power Pages templates
  • Introduction to site templates in Power Pages
  • Site design templates
  • Scenario-based templates
  • Dynamics 365 Power Pages site templates
  • Check your knowledge
• Explore Power Pages design studio
  • Introduction to Power Pages design studio
  • Work with pages
  • Page components
  • Site styling and templates
  • Exercise - Edit pages
• Explore Power Pages design studio data and security features
  • Introduction into Power Pages design studio data and security features
  • Data workspace in Power Pages design studio
  • Power Pages security features
  • Exercise - secure Dataverse data access
• Introduction to Power Pages administration
  • Introduction
  • Power Pages administrative tools
  • Set up workspace in Power Pages design studio
  • Exercise - Run the site checker

Create and use analytics reports with Power BI

• Get started building with Power BI
  • Introduction
  • Use Power B
  • Building blocks of Power BI
  • Tour and use the Power BI service
  • Knowledge check
• Get data with Power BI Desktop
  • Overview of Power BI Desktop
  • Explore Power BI Desktop
  • Connect to data sources
  • Get data from Exce
  • Transform data to include in a report
  • Combine data from multiple sources
  • Clean data to include in a report
  • Check your knowledge
• Model data in Power BI
  • Introduction to modeling your data
  • How to manage your data relationships
  • Create calculated columns
  • Optimize data models
  • Create measures
  • Create calculated tables
  • Explore time-based data
  • Check your knowledge
• Use visuals in Power BI
  • Introduction to 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
  • Check your knowledge
• Explore data in Power BI
  • Introduction to the Power BI service
  • 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
  • Check your knowledge
• Publish and share in Power BI
  • Introduction to using workspaces
  • 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
  • Check your knowledge

Manage workspaces and datasets in Power BI

• Create and manage workspaces in Power BI
  • Introduction
  • Distribute a report or dashboard
  • Monitor usage and performance
  • Recommend a development life cycle strategy
  • Troubleshoot data by viewing its lineage
  • Configure data protection
  • Check your knowledge
• Manage datasets in Power BI
  • Introduction
  • Use a Power BI gateway to connect to on-premises data sources
  • Configure a dataset scheduled refresh
  • Configure incremental refresh settings
  • Manage and promote datasets
  • Troubleshoot service connectivity
  • Boost performance with query caching (Premium)
  • Check your knowledge
• Create dashboards in Power BI
  • Introduction to dashboards
  • 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
  • Configure data classification
  • Set mobile view
  • Exercise - Create a Power BI dashboard
  • Check your knowledge
• Implement row-level security
  • Introduction
  • Configure row-level security with the static method
  • Configure row-level security with the dynamic method
  • Exercise - Enforce row-level security in Power BI
  • Check your knowledge

Create tables in Dataverse

• Introduction to Microsoft Dataverse
• Table characteristics
• Dual-write vs. virtual tables
• Dataverse auditing
• Exercise - Create a Microsoft Dataverse table
• Import data into your Microsoft Dataverse database
• Exercise - Create a custom table and import data
• Check your knowledge

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
• Lab - Create a new custom table and enable attachments
• Check your knowledge

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
• Exercises
• Check your knowledge

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
• Exercise - Create two tables and relate them by using a one-to-many relationship
• Check your knowledge

Working with choices in Dataverse

• Define choice column
• Standard choices column
• Lab - Create a new choice or modify an existing choice
• Check your knowledge

Get started with security roles in Dataverse

• Introduction to environment roles
• Understand environment roles
• Adding or disabling an environment user
• Understand security concepts in Dataverse
• Understand user security roles and security role defaults
• Exercise - Create a custom role
• Check the roles that a user belongs to
• Configure Dataverse teams for security
• Configure Dataverse group teams for security
• Check your knowledge

Use administration options for Dataverse

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

Manage Dynamics 365 model-driven app settings and security

• Introduction
• Configure role-based security
• Manage teams and business units
• Explore settings and customizations
• Knowledge check
• Exercise - Create a new security role

Introduction to Microsoft Power Platform security and governance

• Introduction
• Identify Microsoft Power Platform environments
• Data Loss Prevention policies
• Microsoft Power Platform Center of Excellence Starter Kit
• Exercise - Create a Power Platform environment
• Check your knowledge

Get started with model-driven apps in Power Apps

• Introducing model-driven apps
• Components of model-driven apps
• Design model-driven apps
• Exercise
• Exercise - Control security when sharing model-driven apps
• Incorporate business process flows
• Exercise - Create a model-driven app
• Check your knowledge

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
• Use specialty views
• Configure charts overview
• Dashboards overview
• Use interactive streams and tiles
• Check your knowledge

Get started with Power Apps canvas apps

• Introduction to Power Apps
• Power Apps building blocks
• Exercise - Create your first app in Power Apps
• Ways to build Power Apps
• Power Apps related technologies
• Additional Power Apps related technologies
• Designing a Power Apps app
• Check your knowledge

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
• Use specialty views
• Configure charts overview
• Dashboards overview
• Use interactive streams and tiles
• Check your knowledge

Get started with Power Apps canvas apps

• Introduction to Power Apps
• Power Apps building blocks
• Exercise - Create your first app in Power Apps
• Ways to build Power Apps
• Power Apps related technologies
• Additional Power Apps related technologies
• Designing a Power Apps app
• Check your knowledge

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
• Check your knowledge

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
• Exercise - Create UI for a new canvas app
• Check your knowledge

Manage apps in Power Apps

• Exercise - Manage app versions in Power Apps
• Exercise - Share apps in Power Apps
• Exercise - Understand environments in Power Apps
• Power Apps review
• Check your knowledge

Build your first app with Power Apps and Dataverse for Teams

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

Access Dataverse in Power Pages websites

• Introduction
• Use lists to display multiple Dataverse records
• Use forms to interact with Dataverse data
• Exercise - Use the list and form components
• Check your knowledge

Authentication and user management in Power Pages

• Introduction
• Power Pages portals authentication settings
• User registration in Power Pages
• Authentication management for Power Pages users
• Power Pages authentication providers
• Exercise - Use an invitation to register users
• Check your knowledge

Power Pages maintenance and troubleshooting

• Introduction
• Power Pages maintenance
• Power Pages website troubleshooting
• Exercise - Run the Portal Checker
• Check your knowledge

Define and create business rules in Dataverse

• Define business rules - Introduction
• Define the components of a business rule
• Create a business rule
• Exercise - Create a business rule
• Check your knowledge

Get started with Power Automate

• Introducing Power Automate
• Exercise - Create your first flow
• Exercise - Create recurring flows
• Exercise - Monitor incoming emails
• Exercise - Share flows
• Troubleshoot flows
• Check your knowledge

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
• Check your knowledge

Use Dataverse triggers and actions in Power Automate

• Introduction
• Dataverse triggers
• Use triggers
• Work with Dataverse actions
• Check your knowledge

Extend Dataverse with Power Automate

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

Introduction to expressions in Power Automate

• Introduction to expressions
• Get started with expressions
• Notes make things easier
• Types of functions
• Write complex expressions
• Exercise - Creating a manual flow and using expressions
• Check your knowledge

Build your first Power Automate for desktop flow

• Introduction
• 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
• Check your knowledge

Run a Power Automate for desktop flow in unattended mode

• Introduction
• 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
• Check your knowledge

Optimize your business process with process advisor

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

Get started with Power Virtual Agents bots

• Introduction
• Get started working with environments
• Create bots and work with the Power Virtual Agents interface
• Create topics
• Test bots
• Publish bots and analyze performance
• Exercise - Build your first chatbot
• Check your knowledge

Enhance Power Virtual Agents bots

• Introduction
• 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
• Check your knowledge

Manage topics in Power Virtual Agents

• Introduction
• Work with bot topics
• Branch a topic
• System topics
• Create topics for existing support content
• Work with system fallback topics
• Manage topics
• Check your knowledge

Manage Power Virtual Agents

• Introduction
• Environments in Power Virtual Agents
• Bot topics permissions
• Bot entities and flow permissions
• Monitor and diagnose
• Administer and manage
• Export and import bots
• Authentication
• Check your knowledge

Get started building with Power BI

• Introduction
• Use Power BI
• Building blocks of Power BI
• Tour and use the Power BI service
• Summary
• Check your knowledge

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
• Check your knowledge

Model data in Power BI

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

Use visuals in Power BI

• Introduction to 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
• Check your knowledge

Explore data in Power BI

• Introduction to the Power BI service
• 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
• Check your knowledge

Publish and share in Power BI

• Introduction to using workspaces
• 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
• Check your knowledge

Manage solutions in Power Apps and Power Automate

• Introduction
• Add and remove apps, flows, and entities in a solution
• Edit a solution-aware app, flow, and table
• Exercise - Import and export solutions
• Build and deploy a complex solution with flows, apps, and entities
• Automate solution management
• Check your knowledge

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
• Check your knowledge

Get started with AI Builder

• Introduction to AI Builder
• Choose an AI capability
• Create your first model
• Ways to use your models
• Check your knowledge

Manage models in AI Builder

• Model lifecycle
• Manage model versions
• Share your models
• Check your knowledge

Use AI Builder in Power Automate

• Introduction to AI Builder usage in Power Automate
• AI Builder in Power Automate saves time
• Exercise - Use AI Builder actions in Power Automate
• Advanced usage of AI Builder in Power Automate
• Check your knowledge

Functional Consultant skills

• Introduction
• 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
• Knowledge check

Solution Architect series: Plan application lifecycle management for Power Platform

• Introduction
• Key considerations for ALM
• Solutions
• Configuration and reference data
• Release process
• ALM with Azure DevOps
• Check your knowledge