PL-200: Power Platform Functional Consultant

PL-200: Power Platform Functional Consultant

Unlock Your Potential: Become a Power Platform Expert and Revolutionise Business Solutions!

Duration: 5 Days
Level: Intermediate
Delivery: Physical Classroom / Virtual Classroom / Onsite
Learning Path: Power Platform

The PL-200: Power Platform Functional Consultant training provides individuals with comprehensive knowledge and hands-on experience to harness the full potential of Microsoft Power Platform.

This training empowers users to build, automate, and extend business processes and solutions using Power Apps, Power Automate, Power BI, and Copilots.

By mastering these tools, individuals can create custom apps, automate workflows, and generate powerful insights, leading to increased efficiency and productivity in their organisations.

The training also covers best practices for integration, security, and data management, ensuring that participants can deliver robust and scalable solutions. Completing the PL-200 training equips individuals with the skills needed to drive digital transformation and innovation within their roles​​.

Book your course today

What is included with the Power Platform Functional Consultant course?

Delivery of the Power Platform Functional Consultant, 5-day course

Delivered by a Microsoft Certified Instructor

A practice exam that allows you to become familiar with the Microsoft style exam, as well as being able to target revision

Access to the Vantage 365 Learner Support Microsoft Engage community so that questions and discussions can take place with the trainers and other learners

A standalone lab environment where you can work through the exercises, try new things, and experiment without worrying about breaking governance and compliance rules within your normal working tenancy

A badge which can be displayed on your Learning Profile and on LinkedIn to indicate that you have completed the training

An exam voucher, valued at £113, for you to be able to take the exam without incurring the additional cost

Meet some of our trainers

To maximise the success of our learners, we use only the best instructors, who are not only adept at delivering the training material, but live and breath the technology as well. This allows them to bring huge amounts of their own experiences to bring the material to life.

Matt Weston

Matt Weston

Matt is a Microsoft Certified Trainer and a Microsoft Most Valuable Professional. He is also the author of Learning Power Apps, and host of his own podcast.

Joe Griffin

Joe Griffin

Joe is a Microsoft Certified Trainer and Microsoft Most Valuable Professional.
He is a highly skilled Data Platform and Business Applications Technical Architect.

Rory Neary

Rory Neary

Rory is a Microsoft Certified Trainer and Microsoft Most Valuable Professional.
He is a highly experienced data and Power Platform trainer.

Join the Team

Join us

We are always on the look out for new trainers to work with us. If you are interested, please email hello@vantage365.com.

Book your course today!

There is no better time to take accountability for your education. Start by checking out our available dates and booking your spot.

Who should attend Power Platform Functional Consultant training?

The Power Platform Functional Consultant training course is ideal for individuals who are looking to enhance their skills in building, automating, and extending business solutions using Microsoft Power Platform. This includes:

Business Analysts: Those who want to leverage Power Platform tools to analyse and improve business processes.
IT Professionals: Those looking to integrate and manage Power Platform solutions within their organisation’s existing infrastructure.
Developers: Those interested in developing custom applications, workflows, and data visualisations using Power Apps, Power Automate, Power BI, and Copilots.
Consultants: Those who provide advisory services on implementing Power Platform solutions for clients.
Power Users: Enthusiasts who have a basic understanding of Power Platform and want to deepen their knowledge and practical skills.
Project Managers: Those managing projects involving digital transformation and business process automation.

Overall, this course is designed for anyone aiming to drive digital transformation and innovation within their organisation by utilising the capabilities of Microsoft Power Platform.

Prerequisites for Power Apps Fundamentals

To get the most from the PL-200 Power Platform Functional Consultant course, students are typically expected to have the following:

Basic understanding of data modelling, user experience design, requirements analysis, and process analysis.
Familiarity with Microsoft Power Platform, including an understanding of the use and customization of apps and services like Power Apps, Power Automate, Power BI, and Copilot Studio (Power Virtual Agents).
General IT knowledge and experience, particularly with Office 365 and Dynamics 365.

These prerequisites ensure that participants have the foundational knowledge needed to effectively grasp the course material and apply it in practical scenarios. If you do not have a basic understanding of the Power Platform, then you should consider PL-900: Power Platform Fundamentals.

What are the course objectives of the Power Platform Functional Consultant course?

The course objectives for the Power Platform Functional Consultant training course include the following:

  1. Understand Microsoft Dataverse: Learn how to manage environments, customise solutions, and work with tables, columns, and relationships in Dataverse.
  2. Create Canvas and Model-Driven Apps: Gain skills in designing and building canvas apps and model-driven apps, including customising forms, views, charts, and dashboards.
  3. Automate Business Processes: Learn to build and manage Power Automate cloud flows, business process flows, and classic workflows to automate and streamline business processes.
  4. Integrate with Power BI: Understand how to use Power BI to create reports and dashboards, and integrate these visualisations within Power Platform applications.
  5. Implement Business Logic and Security: Learn how to define and create business rules, manage security roles, and configure data access in Dataverse.
  6. Application Lifecycle Management (ALM): Develop skills in managing solutions, importing and exporting solutions, and understanding tools to support ALM.
  7. Configure Interoperability: Learn how to integrate and manage interoperability with other services such as email, document management, and Microsoft Word templates

How will Power Platform Functional Consultant training help me?

The Power Platform Functional Consultant training will help you in several significant ways:

  1. Enhanced Skills and Knowledge: Gain in-depth understanding and practical skills in using Power Platform tools such as Power Apps, Power Automate, Power BI, and Power Virtual Agents to create, automate, and optimise business solutions.
  2. Career Advancement: Equip yourself with a sought-after certification that can open doors to new job opportunities, promotions, and higher earning potential in the field of business analysis, IT consulting, and digital transformation.
  3. Increased Productivity: Learn how to streamline and automate business processes, reducing manual work and errors, which will improve efficiency and productivity within your organisation.
  4. Improved Problem-Solving: Develop the ability to create custom apps and automated workflows tailored to specific business needs, enabling you to solve complex problems and drive innovation.
  5. Better Decision Making: Utilise Power BI to generate powerful insights from data, helping you and your organisation make informed decisions based on real-time information and analytics.
  6. Enhanced Collaboration: Understand how to integrate Power Platform solutions with other Microsoft products like SharePoint, Teams, and Dynamics 365, fostering better collaboration and communication within your team.
  7. Compliance and Security: Learn best practices for managing data security and compliance, ensuring that your solutions are robust, secure, and adhere to industry standards and regulations.

Overall, this training will empower you to leverage the full potential of Microsoft Power Platform, driving digital transformation and delivering tangible business value.

Book your course today!

There is no better time to take accountability for your education. Start by checking out our available dates and booking your spot.

Power Platform Functional Consultant Course Overview

Learning Path 1: Work with Microsoft Dataverse

The first learning path of the Power Platform Functional Consultant training focuses on understanding the capabilities of Microsoft Dataverse as the foundation for building applications and automations. Participants will learn how to create and manage a data model using Dataverse, covering essential topics such as managing environments, customising solutions, and defining tables, columns, and relationships. This learning path provides a strong foundation for building robust and scalable solutions, enabling learners to efficiently manage and manipulate data, thus enhancing their ability to create powerful business applications within the Power Platform ecosystem.

Module 1: What is a relational database?

This module introduces the core concepts of relational databases, explaining how data is structured using tables, columns, and rows. It covers the importance of primary and foreign keys in establishing relationships between tables. Understanding these fundamentals is crucial for effectively utilising Microsoft Dataverse.

Module 2: Introduction to Microsoft Dataverse

Explore the basic features and capabilities of Microsoft Dataverse, a scalable data service and app platform. This module provides an overview of how Dataverse supports data storage, integration, and security. It sets the foundation for building sophisticated data models and business applications.

Module 3: Manage environments

Learn how to create and manage different environments in Microsoft Dataverse to support various business scenarios. This module covers configuring environment settings, managing security, and deploying solutions across environments. Effective environment management is essential for maintaining data integrity and operational efficiency.

Module 4: Manage customisations with solutions

Discover how to use solutions to package and manage customisations within Dataverse. This module explains the different types of solutions (managed and unmanaged) and how to import, export, and version control them. Solutions help streamline the deployment and maintenance of customisations.

Module 5: Create and manage tables in Microsoft Dataverse

Gain skills in creating and managing tables in Dataverse, defining their schema, and setting primary keys. This module also covers table properties and behaviors, such as auditing and duplicate detection. Proper table management ensures data is organised and accessible.

Module 6: Create and manage columns in Microsoft Dataverse

Understand how to add and configure various types of columns (fields) in Dataverse tables to store specific data types. This module discusses column properties, data types, and validation rules. Managing columns effectively is key to capturing accurate and relevant data.

Module 7: Create relationships between tables in Dataverse

Learn how to define and manage relationships between tables to establish meaningful data connections. This module covers one-to-many, many-to-one, and many-to-many relationships. Relationships enable complex data models and ensure data integrity across tables.

Module 8: Create and define calculated and rollup columns in Dataverse

Discover how to create calculated columns to perform real-time calculations and rollup columns to aggregate data from related tables. This module explains the use cases and configuration of these column types. Calculated and rollup columns automate data processing and provide valuable insights.

Learning Path 2: Managing Microsoft Dataverse

This path is designed to equip participants with the skills needed to effectively manage and administer Dataverse environments. It covers essential topics such as data import and export, security management, and various administrative options within Dataverse. By the end of this learning path, learners will be proficient in handling data within Dataverse, ensuring data integrity, security, and efficient management of their Dataverse environments.

Module 1: Load/export data in Microsoft Dataverse

Learn how to effectively import and export data within Dataverse. This module covers data loading, exporting, updating, and deleting records using tools like Excel and Power Query. Mastering these skills ensures efficient data management and integrity within your Dataverse environment .

Module 2: Manage security in Microsoft Dataverse

Understand how to configure security roles and manage user permissions in Dataverse. This module explains how to set up security roles, assign users to roles, and manage team-based security. Proper security management ensures that data is protected and accessible only to authorized users .

Module 3: Administration options in Microsoft Dataverse

Gain insights into various administrative tools and options available in Dataverse. This module includes an introduction to the Power Platform Admin Center, managing storage capacity, and enabling auditing. Effective administration helps maintain the health and performance of your Dataverse environments.

Learning Path 3: Create model-driven apps

This learning path teaches participants how to design and build model-driven apps using Microsoft Dataverse. It covers the component-based approach to creating forms, views, charts, and dashboards, and assembling these components into functional apps. By the end of this learning path, participants will have a solid understanding of how to create sophisticated, data-driven applications that can display and interact with Dataverse data effectively, utilizing various customization and configuration options available within the Power Platform.

Module 1: Introduction to model-driven apps

Learn the basics of model-driven apps, how they differ from canvas apps, and their benefits in leveraging data stored within Dataverse. This module sets the stage for building powerful, data-centric business applications.

Module 2: Design and create model-driven apps

Explore the step-by-step process of designing and creating model-driven apps. This module covers setting up the app structure, configuring navigation, and adding components like forms and views.

Module 3: Configure forms

Gain insights into customizing forms within model-driven apps to capture and display data effectively. Learn about different form types and best practices for form design to enhance user experience.

Module 4: Configure views

Understand how to create and configure views to display data in a model-driven app. This module covers filtering, sorting, and formatting data to meet business requirements.

Module 5: Configure charts

Discover how to visualize data using charts in model-driven apps. Learn to create various chart types and integrate them into your app for dynamic data representation.

Module 6: Configure dashboards

Learn to design and implement dashboards that provide a comprehensive view of business data. This module covers adding and configuring multiple components to create an effective dashboard layout.

Module 7: Embedding canvas apps in model-driven apps

Explore the integration of canvas apps within model-driven apps to enhance functionality. Understand how to embed and configure these apps to interact seamlessly with Dataverse data.

Module 8: Configure custom pages

Learn how to create and customize pages to extend the functionality of your model-driven apps. This module includes configuring page properties, layouts, and navigation elements.

Module 9: Customize the command bar

Understand how to tailor the command bar in model-driven apps to include custom actions. Learn to add, remove, and configure buttons to streamline user interactions and improve productivity.

Learning Path 4: Create canvas apps

This path focuses on developing skills to build custom canvas apps using Microsoft Dataverse as the data source. Participants will learn how to design user interfaces, navigate within apps, and implement functionality using Power Fx formulas and variables. The path covers customizing apps to meet specific business needs, handling errors, and connecting to various data sources. By the end of this learning path, learners will be able to create robust, user-friendly canvas apps that enhance productivity and streamline business processes.

Module 1: Introduction to canvas apps

Learn the basics of canvas apps and how to use them in your organization. This module covers the building blocks of canvas apps and the different ways to build and utilize them to enhance business efficiency.

Module 2: Customize a canvas app

Understand how to tailor canvas apps to meet specific business needs. This module covers customization techniques for UI components, data integration, and user interactions to create effective and user-friendly apps.

Module 3: Navigation in a canvas app

Explore the navigation features within canvas apps to enhance user experience. Learn to configure screen transitions, navigation menus, and interactive elements that guide users through the app efficiently.

Module 4: Power Fx formulas and variables

Dive into Power Fx, the formula language for canvas apps. This module covers creating and using formulas and variables to add logic and functionality to your apps, enabling dynamic and responsive behaviour.

Module 5: Error handling

Learn how to implement error handling in canvas apps to ensure reliability and user satisfaction. This module covers techniques for identifying, managing, and troubleshooting errors within your apps.

Module 6: Connect to other data in canvas apps

Understand how to integrate canvas apps with various data sources. This module covers connecting to external data, using connectors, and managing data interactions to enrich app functionality.

Module 7: Introduction to Power Apps cards

Discover the capabilities of Power Apps cards for presenting data in a compact, visual format. Learn how to create and customize cards to display key information within your canvas apps effectively .

Learning Path 5: Make portals in Power Pages

This path is designed to teach participants how to build and manage portal sites using Power Pages. It covers key features such as using templates, creating pages and forms, and securing access to Dataverse data. By the end of this learning path, learners will have the skills to configure and customize portals, implement advanced features, and manage website security, enabling them to create robust and interactive web portals that extend the functionality of the Power Platform.

Module 1: Introduction to Power Pages

Learn the fundamentals of Power Pages, including the use cases for no-code portal sites. This module sets the stage for creating and managing web portals to extend the functionality of the Power Platform.

Module 2: Pages, forms, and navigation

Understand the core components of Power Pages, including creating and configuring pages, forms, and navigation elements. This module covers the essential building blocks and best practices for designing user-friendly portal sites.

Module 3: Explore design studio

Dive into the Power Pages design studio to learn how to create and customize web pages. This module emphasizes hands-on experience with the design tools and features available for building interactive portal sites.

Module 4: Advanced Power Pages features

Discover advanced features of Power Pages, such as custom web templates, JavaScript, and Liquid templates. This module explores how to enhance portal functionality and user experience through advanced customization options.

Module 5: Power Pages website security

Learn how to secure your Power Pages sites by configuring web roles and page access permissions. This module focuses on implementing robust security measures to protect portal content and data.

Module 6: Power Pages authentication

Understand the authentication options available for Power Pages sites, including configuring identity providers and enabling user sign-in. This module ensures that your portal provides secure and seamless access for users .

Module 6: Build automation with Power Automate

This path focuses on harnessing the power of Power Automate to build and manage automated workflows within Microsoft Dataverse. Participants will learn to create, test, and troubleshoot cloud flows using Dataverse triggers and actions, enhancing their ability to automate business processes and improve efficiency. This path also covers the use of expressions in Power Automate and best practices for administering automated flows.

Introduction to automation in Microsoft Dataverse

Learn about the different automation options available in Dataverse and how they integrate with Power Automate to streamline business processes.

Introduction to Power Automate

Understand the basics of Power Automate, including its components, capabilities, and how it can be used to create automated workflows.

Create Power Automate cloud flows

Gain practical experience in building cloud flows using Power Automate, including setting up triggers and actions to automate tasks within Dataverse.

Use Dataverse triggers and actions in Power Automate cloud flows

Learn how to use Dataverse-specific triggers and actions to create more tailored and effective automation workflows.

Introduction to expressions in Power Automate

Explore the use of expressions in Power Automate to enhance the logic and functionality of your automation flows.

Test and troubleshoot Power Automate cloud flows

Discover best practices for testing and troubleshooting your Power Automate flows to ensure they work as intended.

Administer Power Automate cloud flows

Learn how to manage and administer your Power Automate flows, including monitoring performance and handling errors.

Learning Path 7: Logic and process automation

This learning path delves into advanced logic and process automation within Microsoft Dataverse. This path covers the creation of business rules, business process flows, and classic workflows to automate and enforce business processes. Participants will also learn to use Power Fx functions and formulas, configure low-code plug-ins, and call Dataverse actions directly from Power Fx, enabling sophisticated automation and decision-making capabilities.

Define and create business rules

Understand how to create business rules in Dataverse to enforce data integrity and automate decision-making processes.

Create business process flows

Learn to create and configure business process flows to guide users through complex business processes in a structured manner.

Configure Dataverse classic workflows

Gain insights into setting up classic workflows in Dataverse to automate tasks and processes based on predefined conditions.

Write and use Power Fx functions and formulas

Explore the Power Fx formula language to add advanced logic to your Dataverse applications and automation.

Describe how to use Dataverse actions directly from Power Fx

Learn how to call Dataverse actions directly from Power Fx formulas to enhance app functionality.

Configure low-code plug-ins

Discover how to create and configure low-code plug-ins to extend the capabilities of your Dataverse applications.

Learning Path 8: Visualise data with Power BI

This learning path is designed to teach participants how to visualize and analyse data using Power BI in conjunction with Microsoft Dataverse. This path covers the basics of Power BI, including connecting to data sources and creating interactive reports and dashboards. Participants will also learn how to integrate Power BI with other Power Platform components to create comprehensive and dynamic data visualizations that drive informed decision-making.

Module 1: Microsoft Dataverse reporting options

Explore the various reporting options available within Dataverse to generate insights from your data.

Module 2: Get started with Power BI

Learn the basics of Power BI, including how to connect to data sources and create interactive reports and dashboards.

Module 3: Use Power BI with Microsoft Power Platform

Understand how to integrate Power BI with other Power Platform components, such as adding Power BI tiles to apps and triggering flows from Power BI alerts .

Learning Path 9: Application Lifecycle Management

Learning Path 9 focuses on Application Lifecycle Management (ALM) within the Microsoft Power Platform. Participants will learn about the use of solutions for managing and transporting customisations across different environments. This path covers importing and exporting solutions, as well as utilising Dataverse tools to support solution management, ensuring smooth and efficient deployment of applications and customisations.

Module 1: Introduction to solutions for Microsoft Power Platform

Learn about solutions in Power Platform, which are containers for transporting customisations and configurations across environments.

Module 2: Import and export solutions

Understand the process of importing and exporting solutions to move customisations between different Dataverse environments.

Module 3: Dataverse tools to support solutions

Explore various tools available in Dataverse to support solution management, such as the Solution Checker and Configuration Migration Tool

Learning Path 10: Manage interoperability with other services

Learning Path 10 teaches participants how to manage interoperability between Microsoft Dataverse and other services. This path covers configuring email integration, document management, and working with Microsoft Word templates to streamline business processes. By understanding how to integrate these services, participants can enhance collaboration and efficiency within their organisations, leveraging the full potential of the Power Platform.

Configure email integration

Learn how to configure email integration within Dataverse, including setting up server-side synchronization and managing mailboxes.

Configure document management

Understand the options for integrating document management systems with Dataverse, such as configuring SharePoint integration.

Work with Microsoft Word templates:

Discover how to use Microsoft Word templates to generate documents populated with Dataverse data, streamlining document creation and management processes.

Frequently Asked Questions

How can I prepare for the PL-200 certification exam?

To prepare for the PL-200 certification exam, you can leverage resources such as Microsoft Learn, study guides, practice tests, and hands-on experience with the Microsoft Power Platform.

What are the key areas covered in the PL-200 certification exam?

The PL-200 certification exam focuses on areas such as capturing requirements, application lifecycle management, data conversions, custom process automation, and more to validate your skills as a Microsoft Power Platform Functional Consultant.

What roles and responsibilities does a Microsoft Power Platform Functional Consultant have?

A Microsoft Power Platform Functional Consultant is responsible for promoting and implementing components of a solution using Microsoft Power Platform, collaborating with solution architects, generating training documentation, and facilitating training and enablement.

How does the PL-200 certification training prepare you to work with Power Automate?

The PL-200 certification training provides the knowledge and skills required to work with Power Automate flows, integrate with external data sources and systems, and automate business processes using Microsoft Power Platform.

What is the significance of Microsoft Power Platform in simplifying business processes?

Microsoft Power Platform solutions help simplify business processes by enabling individuals to create custom apps, automate workflows, analyse data through Power BI, and integrate with other Microsoft 365 applications collaboratively.

How can I schedule the PL-200 certification exam?

You can schedule the PL-200 certification exam through the official Microsoft certification website by selecting an exam centre or opting for an online proctored exam.

How does the PL-200 certification training enable individuals to engage with subject matter experts and stakeholders?

The PL-200 certification training teaches individuals how to engage with subject matter experts and stakeholders to capture requirements, facilitate collaboration, and configure Microsoft Power Platform solutions to meet organisational needs.

Shopping Basket
Scroll to Top