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Microsoft Power Platform Functional Consultant: PL-200 Exam Guide

Release Date: 2020/12/01
ISBN: 9781838985684
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Get up to speed with expert tips, techniques, and the latest insights to confidently take the PL-200 exam

Key Features

  • Learn effectively with the help of self-assessment questions, mock tests, and detailed explanations in this up-to-date study guide
  • Address the challenges faced by a functional consultant in day-to-day activities
  • Understand how to configure, customize, and implement solutions based on Power Platform

Book Description

The Power Platform Functional Consultant Associate (PL-200) exam tests and validates the practical skills of Power Platform users who are proficient in developing solutions by combining the tools in Power Platform and the Microsoft 365 ecosystem based on business needs.

This certification guide offers complete, up-to-date coverage of the PL-200 exam so you can prepare effectively for the exam. Written in a clear, succinct way with self-assessment questions, exam tips, and mock exams with detailed explanations of solutions, this book covers common day-to-day activities involved in configuring Power Platform, such as managing entities, creating apps, implementing security, and managing system change.

You'll also explore the role of a functional consultant in creating a data model in the Microsoft Dataverse (formerly Common Data Service). Moving ahead, you'll learn how to design the user experience and even build model-driven and canvas apps. As you progress, the book will show you how to manage automation and create chatbots. Finally, you'll understand how to display your data with Power BI and integrate Power Platform with Microsoft 365 and Microsoft Teams.

By the end of this book, you'll be well-versed with the essential concepts and techniques required to prepare for the PL-200 certification exam.

What you will learn

  • Understand how to build apps that meet customer needs
  • Extend the schema for Dataverse with entities, fields, and relationships
  • Create and configure automations to simplify user activities
  • Explore various security features in Power Platform and learn how to implement them
  • Use multiple data sources to create task- or role-based web and mobile applications for users
  • Automate business processes and enhance the user experience with Power Automate and UI Flows
  • Integrate various applications within the Microsoft ecosystem with Power Platform

Who this book is for

This book is for functional consultants and business analysts who are involved in implementing solutions based on Power Platform or Dynamics 365. As the PL-200 exam is a pre-requisite for other role-based certifications in Power Platform and Microsoft Dynamics 365, individuals pursuing their careers in these domains will also find this book helpful. Basic knowledge of Power Platform and access to a Power Platform environment are required to get started with this book.

Table of Contents

  1. Title Page
  2. Copyright and Credits
    1. Microsoft Power Platform Functional Consultant: PL-200 Exam Guide
  3. Dedication
  4. About Packt
    1. Why subscribe?
  5. Contributors
    1. About the author
    2. About the reviewers
    3. Packt is searching for authors like you
  6. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
    4. Download the color images
    5. Conventions used
    6. Get in touch
    7. Reviews
  7. Section 1: Introduction
  8. PL-200 Exam
    1. Understanding role-based certifications
    2. Job roles
    3. Exam questions
    4. Question types
    5. Performance-based testing
    6. Introducing Power Platform and Dynamics 365 roles
    7. Dynamics 365 and Power Platform roles
    8. The Functional Consultant role
    9. Role definition
    10. Key role activities
    11. Required experience 
    12. Functional Consultant roles
    13. Exploring the PL-200 exam and its objectives
    14. Skills measured
    15. Configure the Common Data Service (25–30%)
    16. Create apps by using Power Apps (20–25%)
    17. Create and manage Power Automate (15–20%)
    18. Implement Power Virtual Agents chatbots (10–15%)
    19. Integrate Power Apps with other apps and services (15–20%)
    20. Related exams
    21. Summary
    22. Questions
    23. Further reading
  9. Section 2: Microsoft Dataverse
  10. Power Platform
    1. Introducing Dynamics 365 and the Dynamics 365 apps
    2. Dynamics 365 apps
    3. Exploring the Power Platform and its components
    4. Power Platform components
    5. Power Apps
    6. Power Automate
    7. Power BI
    8. Power Virtual Agents
    9. Related components
    10. Connectors
    11. Dataverse (formerly) Common Data Service
    12. Common Data Model
    13. AI Builder
    14. Understanding Power Platform environments
    15. Multiple environments 
    16. Environments and databases
    17. Environment security
    18. Environment types
    19. Environment operations
    20. Administration and maker portals
    21. The Power Apps maker portal
    22. The Power Platform administration center
    23. Microsoft 365 administration center
    24. Microsoft AppSource
    25. Summary
    26. Questions
    27. Further reading
  11. Data Modeling
    1. Understanding the Common Data Model
    2. Data definitions in the CDM
    3. The importance of metadata
    4. Open Data Initiative
    5. Introducing the Common Data Service
    6. Benefits of the CDS
    7. Dynamics 365 apps and the CDS
    8. Understanding the technologies used in the CDS
    9. Introducing solutions
    10. Default solution
    11. Common Data Services Default solution
    12. Using custom solutions
    13. Publishers and prefixes
    14. Creating solutions
    15. Components
    16. Solution operations
    17. Changing the data model
    18. Data modeling
    19. Entities
    20. Creating entities
    21. Entity types
    22. Activity entities
    23. Virtual entities
    24. Entity ownership
    25. Other entity properties
    26. Relationships
    27. Creating a one-to-many relationship
    28. Behaviors and cascading rules
    29. Mappings
    30. Creating a many-to-many relationship
    31. Connections
    32. Configuring connection roles
    33. Fields
    34. Data types
    35. Creating a field
    36. Option sets
    37. Calculated fields
    38. Rollup fields
    39. Alternate keys
    40. Summary
    41. Questions
    42. Further reading
  12. Business Rules
    1. Introducing business rules
    2. Using actions in business rules
    3. Types of action
    4. Show Error Message
    5. Set Field Value
    6. Set Default Value
    7. Set Business Required
    8. Set Visibility
    9. Locking or unlocking a field
    10. Recommendation
    11. Combining actions in a business rule
    12. Using conditions in business rules
    13. Using the visual rule designer to create and edit business rules
    14. Finding business rules in the classic portal
    15. Creating a business rule
    16. Setting the name of the rule
    17. Adding conditions to a business rule
    18. Adding actions to a business rule
    19. Saving the business rule
    20. Validating the business rule
    21. Setting the scope of the business rule
    22. Copying business rules
    23. Documenting the business rule
    24. Navigating complex rules with the mini-map
    25. Viewing the structure and logic of a business rule with code view
    26. Activating business rules
    27. Using business rules
    28. How scope controls the running of business rules
    29. Business rule scope and canvas apps
    30. Understanding the limitations of business rules
    31. Best practices
    32. Summary
    33. Questions
    34. Further reading
  13. Classic Workflows
    1. Introducing processes
    2. Classic workflows
    3. Dialogs
    4. Action processes 
    5. How processes are triggered 
    6. How processes perform work
    7. Check conditions
    8. Wait conditions
    9. Steps
    10. Creating a classic workflow
    11. Process properties
    12. Setting the scope of the process
    13. Setting the options for automatic processing
    14. Settings when the process is available to run
    15. Adding steps to a process
    16. Running a background workflow
    17. Security for background workflows
    18. Running a real-time workflow
    19. Security for real-time workflows
    20. Converting between real-time and background workflows
    21. Activating processes
    22. Creating and using action processes
    23. Built-in actions
    24. Extending processes with custom actions
    25. Monitoring classic workflows
    26. Logs for background workflows
    27. Logs for real-time workflows
    28. Summary
    29. Questions
    30. Further reading
  14. Managing Data
    1. Importing data from different sources
    2. Using the Import Data Wizard
    3. Monitoring import data jobs
    4. Using data templates
    5. Adding sample data
    6. Using Import from Excel
    7. Using Power Query
    8. Exporting data 
    9. Exporting to Excel in model-driven apps
    10. Exporting data in the maker portal
    11. Replicating data to Azure SQL
    12. Using Power Automate
    13. Configuration Migration tool
    14. Summary
    15. Questions
    16. Further reading
  15. Dataverse Settings
    1. Configuring duplicate detection
    2. Duplicate detection settings
    3. Duplicate detection rules
    4. Duplicate detection jobs
    5. Cleansing data
    6. Managing data growth
    7. Using bulk delete
    8. Configuring auditing
    9. Understanding how auditing works
    10. Viewing audit records
    11. Managing audit logs
    12. Managing audit security
    13. Enabling read logging
    14. Configuring search
    15. Summary
    16. Questions
    17. Further reading
  16. Security
    1. Overview of security features
    2. Cloud security
    3. Securing data with encryption
    4. Authenticating apps
    5. Environment security
    6. Security in the CDS
    7. Business units
    8. Security roles
    9. Access levels
    10. Business units, users, and security roles
    11. Creating or modifying security roles 
    12. Assigning multiple security roles
    13. Roles in model-driven apps
    14. Roles in other components
    15. Users and teams
    16. Users in Microsoft 365
    17. Users in the CDS
    18. Record ownership
    19. Sharing
    20. Teams
    21. Owner teams
    22. Access teams
    23. Azure AD group teams
    24. Hierarchical security
    25. Manager hierarchy
    26. Position hierarchy
    27. Field-level security
    28. Secured fields
    29. Field security profiles
    30. Summary
    31. Questions
    32. Further reading
  17. Section 3: Power Apps
  18. Model-Driven Apps
    1. Introducing model-driven apps
    2. Creating a model-driven app
    3. Configuring the site map
    4. Selecting components for an app
    5. Sharing a model-driven app
    6. Configuring forms and controls
    7. Configuring the main form
    8. Understanding the form structure
    9. Showing related records
    10. Adding controls to forms
    11. Adding fields to a form
    12. Configuring fields
    13. Configuring lookup fields
    14. Configuring subgrids
    15. Configuring the timeline
    16. Using quick view forms
    17. Using quick create forms
    18. Using the card form
    19. Using multiple forms
    20. Configuring forms for mobile 
    21. Configuring views
    22. Using public views
    23. Using system views
    24. Customizing a view
    25. Sharing personal views
    26. Enabling editable grids
    27. Creating charts and dashboards
    28. Understanding charts
    29. Creating a chart
    30. Sharing personal charts
    31. Understanding dashboards
    32. Configuring standard dashboards
    33. Configuring interactive experience dashboards
    34. Securing dashboards
    35. Sharing personal dashboards
    36. Understanding reporting options
    37. Summary
    38. Questions
    39. Further reading
  19. Canvas Apps
    1. Introducing canvas apps
    2. Creating canvas apps
    3. Creating an app
    4. Adding controls to your app
    5. Understanding what screens are
    6. Understanding what controls are 
    7. The gallery control
    8. The button control
    9. The form control
    10. Reusable components
    11. Exploring connectors and data sources
    12. Using the Common Data Service
    13. Deploying canvas apps
    14. App Checker
    15. Testing an app
    16. Publishing and sharing an app
    17. User authentication
    18. User authorization
    19. Managing changes
    20. Limitations of canvas apps
    21. Performance
    22. Summary
    23. Questions
    24. Further reading
  20. Portal Apps
    1. Introducing portal apps
    2. Inviting users to the portal
    3. Creating portal apps
    4. Creating portals for Dynamics 365 apps
    5. Administering a portal
    6. Adding web pages and entity forms
    7. Exposing data in the portal 
    8. Applying a theme to a portal
    9. Securing portal apps
    10. Authenticating a portal app
    11. Managing entity permissions and web roles
    12. Summary
    13. Questions
    14. Further reading
  21. Section 4: Automation
  22. Power Automate Flows
    1. Introduction to Power Automate flows
    2. Creating Power Automate flows
    3. Ways to create a flow
    4. Adding steps to your flow
    5. Using input from the previous step
    6. Expressions
    7. Trigger types
    8. Connectors and data sources
    9. The Common Data Service connector
    10. Available connectors for Common Data Service
    11. Triggers for the Common Data Service connectors
    12. Common Data Service connector actions
    13. Connecting using a service principal
    14. Controlling flows with logic and expressions
    15. Conditions
    16. Loops
    17. Variables
    18. Administering and monitoring flows
    19. Monitoring flows
    20. Sharing flows
    21. Power Automate checker
    22. Summary
    23. Questions
    24. Further reading
  23. Business Process Flows
    1. Understanding business process flows
    2. Creating business process flows
    3. Adding stages to a business process flow
    4. Creating a business process flow for multiple entities
    5. Amending the Stage Category option set
    6. Adding steps to stages
    7. Data steps
    8. Action steps
    9. Flow steps
    10. Classic workflows
    11. Global workflows
    12. Conditional branching in business process flows
    13. Adding a condition
    14. Connecting stages
    15. Securing business process flows
    16. Business process flow performance
    17. Business process flow considerations
    18. Forms and business process flows
    19. Flows and business process flows
    20. Business rules and business process flows
    21. Field-level security and business process flows
    22. Model-driven apps and business process flows
    23. Summary
    24. Questions
    25. Further reading
  24. UI Flows
    1. Technical requirements
    2. Introducing UI flows
    3. Types of UI flow
    4. Use cases for UI flows
    5. Recording business tasks
    6. Recording actions
    7. Editing actions
    8. Using attended and non-attended flows
    9. Summary
    10. Questions
    11. Further reading
  25. Section 5: Power Virtual Agents
  26. Creating Chatbots
    1. Introducing Power Virtual Agents
    2. Benefits of using Power Virtual Agents
    3. Use cases for Power Virtual Agents
    4. Best practices for chatbots
    5. Creating a chatbot
    6. Sharing a bot
    7. Publishing chatbots
    8. Adding the chatbot to channels
    9. Adding a chatbot to Microsoft Teams
    10. Monitoring chatbots
    11. Summary
    12. Questions
    13. Further reading
  27. Configuring Chatbots
    1. Defining topics
    2. Configuring topics
    3. Extracting topics from existing content
    4. Adding greetings and other system topics
    5. Configuring entities
    6. Creating custom entities
    7. Defining actions
    8. Using variables
    9. Summary
    10. Questions
    11. Further reading
  28. Section 6: Integrations
  29. Power BI
    1. Introducing Power BI
    2. Using data with Power BI
    3. Using pre-built Power BI apps 
    4. Connecting to the Common Data Service
    5. Creating datasets
    6. Using Dataflows to extract and transform data
    7. Creating visualizations
    8. Creating reports and dashboards
    9. Using Power BI with Power Platform
    10. Using Power BI with Power Apps
    11. Using Power BI with Power Automate
    12. Summary
    13. Questions
    14. Further reading
  30. AI Builder
    1. Introducing AI Builder
    2. Identifying AI Builder model types
    3. Introducing AI Builder prebuilt models
    4. Building an AI Builder model
    5. Preparing data for a model
    6. Training and testing a model
    7. Using AI Builder models
    8. Consuming a model using canvas apps
    9. Consuming a model using model-driven apps
    10. Consuming a model using Power Automate
    11. Summary
    12. Questions
    13. Further reading
  31. Microsoft 365 Integration
    1. Understanding integration with SharePoint
    2. Using Power Apps with Microsoft Teams
    3. Model-driven apps with Microsoft Teams
    4. Canvas apps with Microsoft Teams
    5. Project Oakdale
    6. Using Power Automate with Microsoft Teams
    7. Integrating Microsoft Teams with the Common Data Service 
    8. Creating Word and Excel templates
    9. Email templates
    10. Excel templates
    11. Word templates
    12. Controlling access to templates
    13. Summary
    14. Questions
    15. Further reading
  32. Application Life Cycle Management
    1. Working with solutions
    2. Working with unmanaged solutions
    3. Working with multiple solutions
    4. Using segmented solutions
    5. Using managed solutions
    6. Using managed properties
    7. Using the Solution checker
    8. Exporting and importing solutions
    9. Importing unmanaged solutions
    10. Importing managed solutions
    11. Updating a managed solution
    12. Cloning solutions and patches
    13. Creating a solution patch
    14. Setting the version number for a solution patch
    15. Cloning solutions
    16. Importing a cloned solution
    17. Setting the version number for a cloned solution
    18. Summary
    19. Questions
    20. Further reading
  33. Tips and Tricks
    1. Reviewing the exam objectives
    2. Revising for an exam
    3. Understanding how exams are structured
    4. Understanding the question types
    5. Preparing for the exam
    6. Tips when taking the exam
  34. Practice Test 1
    1. Introducing the test
    2. Instructions for the test
    3. Practice test 1
    4. Section 1
    5. Scenario
    6. Question 1
    7. Question 2
    8. Question 3
    9. Section 2
    10. Question 4
    11. Question 5
    12. Question 6
    13. Question 7
    14. Question 8
    15. Question 9
    16. Question 10
    17. Question 11
    18. Question 12
    19. Question 13
    20. Question 14
    21. Question 15
    22. Question 16
    23. Question 17
    24. Question 18
    25. Section 3 – Case study
    26. Overview
    27. Existing environment
    28. Problem statement
    29. Requirements
    30. Issues
    31. Question 19
    32. Question 20
    33. Question 21
    34. Question 22
    35. Post-test instructions
  35. Answers to Practice Test 1
    1. Answers to practice test 1
    2. Section 1
    3. Section 2
    4. Section 3 – case study
  36. Practice Test 2
    1. Introducing the test
    2. Instructions for the test
    3. Practice test 2
    4. Section 1
    5. Scenario
    6. Question 1
    7. Question 2
    8. Question 3
    9. Section 2
    10. Scenario
    11. Question 4
    12. Question 5
    13. Question 6
    14. Section 3
    15. Question 7
    16. Question 8
    17. Question 9
    18. Question 10
    19. Question 11
    20. Question 12
    21. Question 13
    22. Question 14
    23. Question 15
    24. Question 16
    25. Question 17
    26. Question 18
    27. Question 19
    28. Question 20
    29. Question 21
    30. Question 22
    31. Question 23
    32. Question 24
    33. Question 25
    34. Section 4
    35. Overview
    36. Existing environment
    37. Requirements
    38. Issues
    39. Question 26
    40. Question 27
    41. Question 28
    42. Question 29
    43. Question 30
    44. Post-test instructions
  37. Answers to Practice Test 2
    1. Answers to Practice Test 2
    2. Section 1
    3. Section 2
    4. Section 3
    5. Section 4
  38. Assessments
    1. Chapter 1 
    2. Chapter 2
    3. Chapter 3
    4. Chapter 4
    5. Chapter 5
    6. Chapter 6
    7. Chapter 7
    8. Chapter 8
    9. Chapter 9
    10. Chapter 10
    11. Chapter 11
    12. Chapter 12
    13. Chapter 13
    14. Chapter 14
    15. Chapter 15
    16. Chapter 16
    17. Chapter 17
    18. Chapter 18
    19. Chapter 19
    20. Chapter 20
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