Who is this training for?
A Microsoft Power Platform Functional Analyst is responsible for building and configuring apps, automations, and solutions
Training objectives
- Work with an organization to gather requirements and implement Power Platform solutions
- Create templates, canvases, and app portals
- Create Power Automate flows
- Design a simple chatbot using Power Virtual Agents
- Analyze data using Power BI visualizations and dashboards
Summary
This course teaches you how to use Microsoft Power Platform solutions to simplify, automate, and strengthen business processes for organizations in the role of functional consultants. A Microsoft Power Platform functional consultant is responsible for building and configuring apps, automations, and solutions. It acts as a liaison between users and the implementation team. The functional consultant promotes the use of solutions within an organization. The functional consultant can perform the discovery, involve experts and stakeholders on the relevant topic, collect the specifications, and map those specifications to features. It implements the components of a solution, including application enhancements, personalized user experiences, system integration, data conversion, custom process automation, and simple visualizations.
Course outline
Module 1: Introduction to Power Platform
This module will provide the learner with general information about Power Platform and its 4 key components: Power Apps, Power Automate, Power BI, and Power Virtual Agents.
Lessons
Overview of Power Platform Lab: Validating the Lab Environment Upon completion of this module, students will be able to:
- Identify the key elements of Power Platform
- Describe the role of a functional consultant
Module 2: The Role of the Functional
Consultant In this module, students will learn about the role of a functional consultant and the skills required to successfully implement a Power Platform solution for an organization.
- Overview of consultant skills
- Create and validate documentation
- Engage stakeholders
- Perform quality assurance
- Configure integrations
Upon completion of this module, students will be able to:
- Engage stakeholders with demonstrations
- Create diagrams of relationships between boards (entities)
- Design integrations
- Interact with teams of consultants and client organizations
Module 3: Working with Dataverse
In this module, students will learn how to create a data model in Microsoft Dataverse, including how to import data, use tabular report options, and configure security. They will also learn how to create a simple AI with AI Builder.
Lessons
- Working with the Data Model
- Creating and Managing Processes
- Working with AI Builder
- Configuring Dataverse Settings
- Importing and Exporting Data
- Using Tabular Report Options
- Configuring Security Settings
Lab: Create an App
Lab: Create Tables and Columns
Lab: Create Relationships
Lab: Additional Table Options
Upon completion of this module, Students will be able to:
- Understand tables, columns, rows, and relationships
- Set up a data model in Dataverse
- Work in an environment within the Power Platform admin center
Module 4: Create Power Apps
In this module, students will learn the business value of the three types of Power Apps. They will then learn how to configure and design them, taking into account the user experience for each type of application.
Lessons
- Create Model-Based Applications
- Create Canvas Applications
- Create Portal Applications
Lab: Application Designer
Lab: Edit Forms
Lab: Edit Views
Lab: Build Dashboards
Lab: Basics of Canvas Apps
Lab: Working with Data and Services
Lab: User Experience
Upon completion of this module, Students will be able to:
- Connect to data in Power Apps
- Build a Power App
- Design an app user experience
Module 5: Create flows with Power Automate
In this module, students will learn how to automate business processes using Power Automate flows, business process flows, and UI flows.
Lessons
- Create Flows
- Create Business Process Flows
- Develop UI Flows
Lab: Create Users
Lab: Create a Security Role
Lab: Set Up a New Business Rule
Lab: Advanced Business Rules
Lab: Create a Flow
Lab: Create an Approval Flow
Lab: Build a Business Process Flow
Lab: Adding Branching to the Business Process Flow
Upon completion of this module, students will be able to:
- Create Flows
- Create Business Process Flows
- Understand Flows UI
Module 6: Working with Power Virtual Agents
In this module, students will learn how to automate customer interactions through a chatbot using Power Virtual Agents.
Lessons
- Create a Chatbot
- Configure Themes
- Automate and Integrate
- Configure Entities
- Test and Publish Chatbots
Lab: Create a Chatbot
By the end of this module, students will be able to:
- Create a Chatbot
- Include a Flow in a Chatbot
- Create Themes and Entities
Module 7: 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: Build a Word template
Lab: Build an Excel template
Lab: Detect duplicates
Lab: Import data
Lab: Export data
Lab: Bulk delete
After completing this module, Students will be able to:
- Create visualizations
- Consume data in Power BI
- Export data visualizations for stakeholders
Approach and methodology
Practical and structured approach combining focused theory and guided workshops. Participants gradually analyze and design solutions with Microsoft Power Platform in a functional analyst role through concrete exercises inspired by professional scenarios, promoting an immediate application of learnings. They learn how to collect needs, model business processes and translate requirements into adapted solutions with the platform's tools. Led by a Microsoft certified trainer, the training focuses on interactivity and the development of directly transferable skills to align technological solutions with business needs in a professional context.
Prerequisites
Experience as a computer science professional or student. Knowledge of how Microsoft Power Platform works and its key components. Knowledge of Microsoft Dataverse (or general data modeling) and security concepts
Recommendations
- Have completed or mastered the concepts of PL-900 (Power Platform – Fundamentals)
- Experience or understanding of business processes (needs analysis, flow optimization)
- Fluency with Microsoft 365 tools (Teams, Excel, SharePoint)
- Basic notions in data modeling (tables, relationships, Dataverse)
- Familiarity with low-code/no-code concepts and automation
- Ability to translate business needs into technical solutions
