We offer virtual course in 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.
Course overview:
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.
Course 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
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 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:
• 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:
• 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:
• 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:
• 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:
• 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:
• 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
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.
Prerequisites:
• 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