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Book description

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

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

Product information

• Title: Microsoft Power Platform Functional Consultant: PL-200 Exam Guide
• Author(s): Julian Sharp
• Release date: December 2020
• Publisher(s): Packt Publishing
• ISBN: 9781838985684

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PL-200 Exam Study Guide (Microsoft Power Platform Functional Consultant)

You can access PL-200 Exam Microsoft official page here

Preparing for the PL-200 Microsoft Power Platform Functional Consultant Certificate exam? Don’t know where to start? This post is the PL-200 Certificate Study Guide (with links to each exam objective).

I have curated a list of articles from Microsoft documentation for each objective of the PL-200 exam. I hope this article will help you to achieve the PL-200 Microsoft Power Platform Functional Consultant Associate Certification. Also, please share the post within your circles so it helps them to prepare for the exam.

Skills Measured

Configure microsoft dataverse (25-30%), create apps by using power apps (20-25%), create and manage power automate (15-20%), implement power virtual agents chatbots (10-15%), integrate power apps with other apps and services (15-20%), pl-200 exam free study guide.

                                               For each test objective, I’ve compiled a thorough collection of articles from Microsoft documentation. Please feel free to forward                                                      this page to your friends and coworkers in order to assist them in preparing for the test .

Manage an Existing Data Model

• Assign a type for a table including standard, activity, or virtual
• Types of tables
• Configure tables ownership
• Standard table ownership
• Create new tables or modify existing tables
• Create a custom table
• Edit a table
• Determine which type of relationship to implement including 1: N and N: N
• Types of table relationships
• Create N:N table relationships in Dataverse
• Create a 1:N or N:1 relationship
• Configure table relationship behaviors including cascading rules
• Configure entity relationship cascading behavior
• Automate business processes
• Create new relationships or modify existing relationships
• Create a relationship between tables
• Edit relationships
• Create new columns or modify existing columns
• How to create and edit columns
• Create alternate keys for tables
• Work with alternate keys
• Configure table properties
• Configure connection roles

Create and Manage Processes

• Define requirements for business rules
• Business rules for Dataverse
• Define and implement business rule logic
• Apply business logic in Microsoft Dataverse
• Define the scope for business rules
• Define the components of a business rule
• Configure and test business rules
• Create a business rule
• Validate a business rule
• Configure a synchronous classic workflow
• Replace classic Common Data Service workflows with flows

Configure Dataverse

• Configure Relevance Search
• Search across entity data using relevance search
• Relevance search API
• Configure auditing
• Auditing overview
• Configure entities and attributes for auditing
• Perform data management tasks
• Add or remove sample data
• Remove a large amount of data with bulk deletion
• Remove user personal data
• Configure duplicate detection settings
• Detect duplicate data using code
• Enable and disable duplicate detection
• Set up duplicate detection rules to keep your data clean
• Configure privacy preferences
• Compliance and data privacy

Configure Security Settings

• Create and manage business units
• Business units
• Create or edit business units
• Create and manage security roles
• Get started with security roles in Dataverse
• Security roles and privileges
• Assign a security role to a user
• Create and manage users and teams
• Create users and assign security roles
• About the Microsoft Dataverse for Teams environment
• Create and manage column security profiles
• Field security entities
• Configure hierarchy security
• Hierarchy security to control access
• Configure Conditional Access settings
• Block access by location with Azure AD Conditional Access

Create Model-driven Apps

• Create and configure forms
• Create and design model-driven app forms
• Create and configure views
• Create and edit model-driven app views
• Create and configure charts
• Create a model-driven app system chart
• Create and configure dashboards
• Create or edit model-driven dashboards
• Configure site maps
• Create a model-driven app site map
• Select applicable assets for an app including tables, forms, views, business process flows, dashboards, and charts
• Add model-driven app components in the Power Apps app designer
• Share a model-driven app
• Share a model-driven app using Power Apps
• Apply organizational branding by using themes
• Use a theme to create a custom look for your app

Create Canvas Apps

• Create a canvas app
• Create a canvas app from scratch based on Excel data
• Create a canvas app in Power Apps
• Configure Dataverse as a data source for an app
• Create a canvas app from scratch using Dataverse
• Connect to Microsoft Dataverse
• Create canvas app screens
• Add a screen to a canvas app
• Implement form navigation, formulas, variables and collections, and error handling
• Navigation in a canvas app in Power Apps
• Use basic formulas to make better Power Apps canvas apps
• Understand canvas-app variables in Power Apps
• Create and update a collection in a canvas app
• ‘IfError’ and ‘IsError’ functions in Power Apps
• Build reusable components and component libraries
• Create a component for canvas apps
• Create a component library for canvas apps
• Configure offline capabilities for apps
• Develop offline-capable canvas apps
• Implementing offline capability in your app
• Run Power Automate flows based on actions that occur in a canvas app
• Start a flow in a canvas app
• Interpret App Checker results and resolve identified issues
• App checker results for Canvas apps in solutions
• Power Apps Checker includes rules for canvas apps & flows
• Review a canvas app for accessibility in Power Apps
• Test, monitor, and share apps
• Testing and troubleshooting your app
• Working with Test Studio (experimental)
• Debugging canvas apps with Monitor
• Share a canvas app in Power Apps

Create Portal Apps

• Create a portal app
• Create a portal in an environment
• Expose Dataverse data
• Integrate Power Apps portals with Dataverse
• Configure Power Apps portals security
• Configure portal web pages, forms, and navigation
• Manage web pages in Power Apps portals
• Configure a web form for a portal
• Render up to 3 levels of page hierarchy with hybrid navigation
• Render a website header & primary navigation bar
• Configure portal security including web roles and page access
• Create web roles for portals
• Manage page permissions

Create Flows

• Describe types of flows and flow components
• Overview of the different types of flows
• 3 major components of Microsoft Flow
• Trigger a flow by using Dataverse connectors
• Create an automated flow by using the Common Data Service connector
• Run actions by using the Dataverse connector
• Write data into Dataverse
• Dataverse: Write data using actions
• Implement logic control
• Build more powerful conditions in flows
• Implement dynamic content and expressions
• Use expressions in flow actions
• Working with Dynamic Content
• Interpret and act on Flow Checker results
• Power Apps checker now includes Flow checker results
• Activate and deactivate flows
• Turn flows on or off
• Interpret flow analytic data
• Announcing Microsoft Flow Analytics
• View analytics for flows

Create and Manage Business Process Flows

• Configure a business process flow
• Create a business process flow in Power Automate
• Add business rules, workflows, and action steps to a business process flow
• Create a business process flow to standardize processes
• Define stages and steps
• Configure background workflow stages and steps
• Configure parallel branches
• Create parallel approval workflows with Power Automate
• Manage the business process flow table for a business process flow
• Business process flows overview

Build Desktop Flows

• Describe types of desktop flows
• Introduction to other types of desktop flows
• Identify use cases for desktop flows
• 5 practical Power Automate examples your business will love
• Differentiate between attended and unattended desktop flows
• Run attended and unattended UI flows
• Attended vs Unattended UI Flows
• Record business process tasks
• Record flows in Power Automate Desktop

Create Chatbot

• Assign a chatbot to an environment
• Assign environment security roles
• Publish a chatbot
• Publish a chatbot to various channels
• Share a chatbot
• Share your bot with other users
• Add chatbots to Teams and other channels
• Add a bot to Microsoft Teams
• Add a bot to Facebook
• Add a bot to mobile and custom apps
• Monitor and diagnose bot performance, usage, and topic usage
• Analyze chatbot usage
• Analyze bot performance and usage in Power Virtual Agents
• Analyze topic usage in Power Virtual Agents

Configure Topics

• Define topic conversation triggers
• Power Virtual Agent topic triggers
• Create questions, messages, and conditions
• Create and edit topics in your Power Virtual Agents bot
• Extract topics from a web page
• Create topics from existing online support content
• Implement greetings, escalations, error messages, and statuses
• Configure your bot to start the conversation automatically
• Configure hand-off to omnichannel for customer service
• Topic errors
• Topic status
• Call a Power Automate flow to run an action
• How to Call an Action through Power Automate?
• Call child flows

Configure Entities

• Create custom entities
• Custom entities
• Implement entities in conversations
• Use entities in a conversation
• Implement variables to store data
• Use variables
• Reuse variables across topics

Integrate Power BI with Power Apps

• Create Power BI visualizations
• Power Apps visual for Power BI
• Create data flows and schedule data flow runs
• Create and use dataflows in Power Apps
• Schedule refresh for your Dataflow
• Filter data
• Filtering data in Power Apps based on Power BI
• Power Apps Power BI integration dynamic filtering
• Build reports and dashboards
• Create Power BI reports & dashboards with PowerApps
• Publish and share reports and dashboards
• Publish and share in Power BI
• Add Power BI tiles to model-driven apps and canvas app
• Add Power BI visualizations on your dashboard
• Embed a Power BI report in a model-driven form
• Embed Power BI tiles in PowerApps
• Power BI tile control in Power Apps
• Add canvas apps to a Power BI dashboard
• Embed a Power Apps visual in a Power BI report
• Trigger Power Automate flows from Power BI alerts
• Integrate Power BI data alerts with Power Automate
• Set up data alerts for the Power BI dashboard

Implement AI Builder

• Determine which AI Builder model type to use
• What is AI Builder?
• AI builder model types
• Create an AI Builder model
• Build a model in AI Builder
• Prepare source data for use by models
• Data preparation
• AI Builder binary classification – data preparation
• Train, test, and publish a model
• Train your model in AI Builder
• Publish your model in AI Builder
• Prediction model performance
• Consume a model by using Power Apps
• Use your prediction model in Power Apps
• Consume a model by using Power Automate
• Use a prebuilt model in Power Automate
• Use a custom model in Power Automate

Integrate Power Apps with Microsoft 365

• Add apps to Microsoft Teams
• Add an app to Microsoft Teams
• Embed a canvas app as a personal app in Teams
• Create a Teams app from a Power Apps app
• Create apps in Microsoft Teams by using Power Apps
• Create an app directly in Teams
• Create your first app in Microsoft Teams
• Configure app policies
• Manage Power Platform apps in the Teams admin center
• Manage app permission policies
• Manage app setup policies
• Create a Teams channel by using Power Automate
• Create a private channel in Teams using Flow
• Create a flow that will create a channel
• Configure and use Microsoft Word and Microsoft Excel templates
• Work with Excel and Word templates

This brings us to the end of the PL-200 Microsoft Power Platform Functional Consultant Study Guide.

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Preparing for PL-200 - Create and Manage process automation (3 of 6)

with Brian Moring

In this third exam prep for PL-200, Brian Moring introduces you to creating and managing process automation. This segment will cover creating cloud flows; creating and managing business process flows; creating classic workflows.

This segment covers the third of six high-level topics in the skills measured. This third functional group will account for 20-25% of the questions you might encounter on the exam.

Skills measured

• Configure Microsoft Dataverse (25-30%)
• Create apps by using Microsoft Power Apps (25-30%)
• Create and Manage process automation (20-25%)
• Describe Microsoft Power Virtual Agents (5-10%)
• Import and visualize data by using dataflows and Power BI (5-10%)
• Define an environment strategy (5-10%)
• 00:05 - Introduction
• 00:27 - 3.1 Create Cloud Flows
• 05:10 - 3.2 Create and Manage Business Process Flows
• 08:02 - 3.3 Create Classic Workflows
• 09:44 - Practice Questions
• 10:39 - Review

Recommended resources

• PL-200 exam page

Related episodes

• Preparing for PL-200: Configure Microsoft Dataverse (segment 1 of 6)
• Preparing for PL-200: Create apps by using Microsoft Power Apps (segment 2 of 6)
• Preparing for PL-200: Describe Microsoft Power Virtual Agents (segment 4 of 6)
• Preparing for PL-200: Import and visualize data by using dataflows and Power BI (segment 5 of 6)
• Preparing for PL-200: Define an environment strategy (segment 6 of 6)

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Microsoft pl-200 exam prep: a beginner's guide.

• Published by: André Hammer on Feb 09, 2024

Do you want to start learning about Microsoft Power Platform? The PL-200 exam is a great starting point. This beginner's guide will help you prepare for the exam with confidence. It covers everything from understanding the exam objectives to practical study techniques. If you're ready to dive into the exciting world of Microsoft PL-200, let's get started!

What is the Microsoft PL-200 Exam?

The Microsoft PL-200 Exam is a certification for individuals who want to show their skills in Power Platform. The exam tests the candidate's ability to build and implement solutions using Power Platform. It includes creating apps, automating workflows, and analyzing data.

For beginners, this exam provides a strong foundation in Power Platform, making them more competitive in the job market. The audience profile for the PL-200 Exam includes individuals with basic knowledge of Microsoft Power Platform who want to validate their skills through certification. It is aimed at business users, functional consultants, and power users who work with and create solutions on the Power Platform.

Why is it Important for Beginners?

It's important for beginners to understand the Microsoft Power Platform. It provides a foundation for app development, automation, and analytics without requiring extensive coding skills.

By mastering the PL-200 exam and the skills measured, beginners can gain the ability to create powerful apps, automate business processes, and perform data analysis. These skills are essential in professional contexts.

This knowledge can enable beginners to streamline workflows, enhance productivity, and make data-driven decisions. For example, a beginner proficient in the Power Platform could use their skills to develop custom apps tailored to their organization's specific needs, ultimately improving operational efficiency.

The platform's emphasis on usability and integration also makes it valuable for beginners seeking to strengthen their IT skill set.

With a comprehensive understanding of the Microsoft Power Platform, beginners can potentially open doors to new career opportunities and professional growth.

Understanding the Microsoft Power Platform

Overview of microsoft power platform.

The Microsoft Power Platform is a suite of tools. It allows users to:

• Analyze data
• Build solutions
• Automate processes
• Create virtual agents

Even beginners can benefit from it. They can create custom apps, analyze data, and automate workflows without extensive coding knowledge.

The key components are:

• Power BI for data analysis and visualization
• Power Apps for building custom apps
• Power Automate for automating workflows
• Power Virtual Agents for creating chatbots

With these features, users can streamline business processes, gain insights from data, and create solutions to meet specific business needs, all without advanced technical skills.

Role of Power Virtual Agents in Microsoft Power Platform

Power Virtual Agents are an important part of the Microsoft Power Platform. They help users create chatbots and automate conversations in a user-friendly way. This means people can build advanced chatbots without needing to write lots of code. Power Virtual Agents also improve the functionality and features of the Microsoft Power Platform.

Additionally, they can be used to improve business processes within the Microsoft Power Platform ecosystem. This includes making customer interactions smoother, automating routine tasks, and supporting different business operations. These abilities help organisations work more efficiently, cut costs, and provide better customer experiences. This makes Power Virtual Agents a key part of the Microsoft Power Platform.

Skills Measured in the PL-200 Exam

The PL-200 Exam measures a candidate's understanding of the Microsoft Power Platform. This includes Power Apps, Power Automate, Power Virtual Agents, and Power BI. The exam evaluates how well candidates can configure the Power Platform to meet business requirements and create, manage, and share apps.

Understanding the Microsoft Power Platform is crucial for PL-200 Exam takers. It allows them to demonstrate competence in building and managing apps without writing code. The exam tests knowledge of creating apps in the platform and requires candidates to be proficient in designing, creating, and troubleshooting Power Apps. They also need to leverage Power Automate to automate business processes and integrate apps and services.

Audience Profile for the PL-200 Exam

Who should take the pl-200 exam.

The PL-200 exam covers creating and configuring applications, automating business processes, and analysing data. It's beneficial for individuals experienced with the Power Platform, especially Power Automate and Power Apps. Those in roles requiring Power Platform solutions who want to enhance their skills can also benefit from this exam. In today's business world, PL-200 certification can boost credibility and open new job opportunities.

It showcases expertise in building custom business applications and streamlining workflows. Certified professionals who can leverage the Power Platform effectively are in demand to enhance business processes and productivity.

Importance of PL-200 for Beginners

The Microsoft PL-200 Exam is important for beginners because it focuses on understanding the foundational concepts of Microsoft Power Platform.

This exam is for individuals who want to learn about Power Platform and its related applications to build solutions that streamline business processes.

The audience for this exam includes those with a basic understanding of business scenarios and experience using Microsoft 365, Dynamics 365, or other third-party applications.

By earning the PL-200 certification, beginners can show their ability to build applications, automate workflows, and analyse data using Power Platform, which can enhance their career opportunities.

Understanding PL-200 concepts is important for beginners as it gives them a strong foundation in Power Platform, allowing them to create innovative solutions for business challenges and improve productivity.

Configuring Microsoft Dataverse and Security Settings

Importance of configuring microsoft dataverse.

Configuring Microsoft Dataverse is important.

It allows for the creation and management of data entities and fields. This enables the customization of data models to fit specific business requirements.

In the Microsoft Power Platform, configuring Dataverse plays a crucial role.

It enables seamless integration and collaboration across Power Apps, Power Automate, and Power BI.

By configuring Dataverse, users can ensure that security settings are effectively implemented.

This controls who can access, modify, and share data.

It's essential for maintaining data privacy and compliance with industry regulations.

It's also important for safeguarding sensitive business information from unauthorized access.

Furthermore, through effective configuration of Dataverse, organizations can establish data governance policies.

This helps in maintaining data accuracy, consistency, and integrity. It also optimizes the overall performance of the Power Platform.

Security Settings in Microsoft Power Platform

Security settings in Microsoft Power Platform help users control data access and maintain platform integrity.

By configuring role-based security, users can restrict data and functionality access based on individual roles and responsibilities.

Microsoft Dataverse can enhance security by implementing data loss prevention policies, encryption, and authentication requirements.

Application lifecycle management is important for ensuring security within the Power Platform.

It provides a structured approach to managing changes and updates, reducing the risk of security vulnerabilities.

Implementing and maintaining robust security settings is essential to safeguard sensitive data and maintain user trust within the Power Platform.

Creating Apps in Microsoft Power Platform

Overview of model-driven apps.

Model-Driven Apps play a role in Microsoft Power Platform. They allow users to create visual, declarative components for app interfaces. Unlike Canvas Apps, Model-Driven Apps offer a more structured approach with pre-built templates and data models. This makes them suitable for business applications, providing a quick and efficient way to create apps based on existing data schema.

Key features and benefits of Model-Driven Apps include automatically generating responsive UI, incorporating business logic and workflows without writing code, and seamless integration with Dynamics 365 applications.

They also offer a user-friendly interface for administrators to manage and customize app layout, design, and security settings.

Building Canvas Apps

When building Canvas Apps in Microsoft Power Platform, users can easily design and create custom apps without writing code. This process allows for a high level of flexibility and control over the app's design and layout. It's an ideal solution for various business needs.

Canvas Apps can be used within the Microsoft Power Platform ecosystem to streamline business processes, automate tasks, and integrate data from various sources. Users can connect to data from SharePoint, Excel, or third-party services to create powerful apps tailored to specific business requirements.

When creating Canvas Apps for different use cases, it's important to consider the user experience, data integration, and functionality. For a sales team, the app can track customer interactions and manage lead pipelines. For an operations team, the app can monitor equipment maintenance and track inventory levels.

By carefully considering the specific needs and limitations of each use case, users can create effective Canvas Apps that enhance productivity and efficiency within their organization.

Utilizing Power Pages

Power Pages are a user-friendly tool within the Microsoft Power Platform. They help in creating and customizing apps without needing extensive coding knowledge.

By using Power Pages, app developers can easily create and modify app pages, forms, and dashboards. This streamlines the app creation process and improves the user experience.

Furthermore, integrating Power Pages into app development on the Microsoft Power Platform allows seamless integration with other Microsoft applications, like Power BI and Microsoft 365. This gives users access to data visualization and analytics tools, enhancing app functionality.

In addition, Power Pages offer responsive design, ensuring apps are optimized for various devices and screen sizes.

Logic and Process Automation

Understanding logic in microsoft power platform.

Understanding Logic in Microsoft Power Platform involves knowing the role of Power Virtual Agents in automating processes.

By leveraging the low-code chatbots, users can create logic for customer queries, lead generation, and data collection, enhancing the overall user experience.

Implementing logic in Microsoft Power Platform includes the utilization of Power Automate.

This allows users to set up workflows and trigger automated actions based on predefined conditions.

This logic is crucial, ensuring seamless process automation, saving time and resources.

Configuring Microsoft Dataverse within the Power Platform is integral in storing and managing data utilized by various applications.

With data being the backbone of any business process, the importance of configuring Microsoft Dataverse is apparent in maintaining data integrity and ensuring smooth functionality across the Power Platform.

Implementing Cloud Flows and Business Process Flows

When implementing cloud flows and business process flows, it's important to follow a well-defined set of steps.

First, identify the specific business processes that need automation.

Next, create a clear workflow for each process, including triggers and actions.

Once the workflows are designed, thoroughly test and validate them to catch any potential issues.

Integrating these features with other applications and services, such as Dynamics 365, SharePoint, and Teams, can greatly enhance the overall efficiency of the platform.

Best practices for implementing these flows include maintaining clear documentation of the created workflows, keeping an open line of communication with stakeholders, and consistently monitoring and optimizing the flows to ensure they align with changing business needs and goals.

Following these steps and best practices can help organizations leverage cloud flows and business process flows effectively within the Microsoft Power Platform.

Application Lifecycle Management and Interoperability

Importance of application lifecycle management.

Application Lifecycle Management (ALM) is important in software development. It helps manage the entire application development process, from the initial concept to the final retirement.

ALM provides a framework for managing development, testing, deployment, and maintenance. This ensures that the process is efficient and effective, resulting in high-quality software products.

Organizations need to integrate ALM into their software development process. This streamlines development efforts, reduces time-to-market, and lowers development costs.

ALM also promotes collaboration between different teams involved in the software development lifecycle. This includes developers, testers, and project managers, leading to improved communication and overall productivity.

Ensuring Interoperability within the Microsoft Power Platform

To ensure different apps and services work well together on the Microsoft Power Platform, it's important to think about how they can connect with each other. This means focusing on making sure that the way they share data and talk to each other is consistent and secure. One way to do this is by standardizing how they connect to each other and how they handle data. Dataflows are really important for making sure different parts of the platform can work together.

They help to bring data from different places, like databases and online apps, and make sure it can be used across the whole platform. By using dataflows, people can set up automatic processes to bring in, change, and put data where it needs to go. This helps to make sure that data is compatible and can be used in different apps on the Microsoft Power Platform. This approach helps people to make the most of what the platform can do, making work more efficient in a lot of different business situations.

Use Cases and Dataflows in Power BI

Real-world use cases for power bi.

Power BI is used in real-world scenarios for data analysis and visualization. Organizations in various industries use Power BI to gain insights from their data, identify trends, and make informed business decisions.

For example, a retail company might use Power BI to track sales performance, analyze customer buying patterns, and optimize inventory management. Similarly, a healthcare organization could use the platform to monitor patient outcomes, manage resources, and identify areas for improvement.

Furthermore, the implementation of Power BI dataflows enhances data management and preparation in real-world business applications. By allowing users to wrangle and preprocess data before it is loaded into the Power BI dataset, dataflows streamline the data preparation process, centralize data storage, and improve data accuracy.

Implementing Dataflows in Microsoft Power Platform

Implementing dataflows in Microsoft Power Platform is important for simplifying data preparation and improving data integration processes.

Dataflows let users merge, modify, and enhance data from different sources, creating a unified view for reporting and analysis.

In real-world scenarios, organizations can use dataflows to extract data from multiple systems, convert it into a common format, and load it into a data warehouse for further analysis.

To effectively implement dataflows in Microsoft Power Platform, individuals need to understand data modeling concepts, be skilled in using Power Query Editor, and know data integration best practices.

They should also be familiar with data source connectors and capable of performing advanced data shaping and transformation tasks.

By mastering these skills, professionals can efficiently design and implement dataflows that address their organizations' specific data integration requirements.

Study Guide for the PL-200 Exam

When preparing for the PL-200 exam, focus on understanding Microsoft Power Platform. This includes Power Automate, Power Apps, and Power Virtual Agents.

Also, have a solid grasp of business process automation and creating solutions using these tools.

Utilise online resources, like official Microsoft study guides, practice exams, and community forums for a well-rounded understanding.

Take advantage of hands-on experience, through real-world projects or lab-based learning.

To successfully pass the PL-200 exam, ensure a strong understanding of the exam objectives, practice time management during the exam, and review answers before submitting.

Additionally, staying up to date with the latest features, updates, and best practices in the power platform will be beneficial for exam preparation.

This beginner's guide has important information for getting ready for the Microsoft PL-200 exam. It includes understanding the exam objectives, study resources, and effective preparation tips. The guide is aimed at helping beginners build a strong foundation and approach the exam confidently.

Readynez offers a 4-day Microsoft Power Platform Functional Consultant Course and Certification Program , providing you with all the learning and support you need to successfully prepare for the exam and certification. The PL-200 Microsoft Power Platform Functional Consultant course, and all our other Microsoft courses , are also included in our unique Unlimited Microsoft Training offer , where you can attend the Microsoft Power Platform Functional Consultant and 60+ other Microsoft courses for just €199 per month, the most flexible and affordable way to get your Microsoft Certifications.

Please reach out to us with any questions or if you would like a chat about your opportunity with the Microsoft Power Platform Functional Consultant certification and how you best achieve it. 

What is the Microsoft PL-200 exam?

The Microsoft PL-200 exam is a certification test focused on Power Platform functional consultant skills, including creating solutions, working with Power Platform components, and implementing application enhancements.

Who is the Microsoft PL-200 exam intended for?

The Microsoft PL-200 exam is intended for individuals who work with the Power Platform, such as functional consultants, developers, and system administrators. This exam is for those who want to demonstrate their skills in designing, building, and analyzing business solutions using Microsoft Power Platform.

What topics are covered in the Microsoft PL-200 exam?

The Microsoft PL-200 exam covers topics such as configuring Microsoft Power Platform, creating and managing apps, automating business processes, and analyzing data.

What resources are available for preparing for the Microsoft PL-200 exam?

There are various resources available for preparing for the Microsoft PL-200 exam, including official study guides, practice tests, online courses, and community forums. For example, Microsoft offers official exam preparation materials on their website, and there are also many third-party study materials and practice exams available for purchase.

What are the benefits of obtaining the Microsoft PL-200 certification?

Obtaining the Microsoft PL-200 certification validates your skills in Power Platform automation, increasing job prospects and potential salary. It demonstrates expertise in building and implementing solutions that streamline processes and improve productivity for businesses.

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• How to prepare for the Microsoft PL-200 Exam?

The Microsoft PL-200 exam , also known as Microsoft Power Platform Functional Consultant, is designed to test the candidate’s knowledge and skills in using Microsoft Power Platform to design and implement solutions that automate business processes, create dashboards and reports, and build chatbots and virtual agents.

Microsoft PL-200 Exam Glossary

• Power Platform: A low-code platform that allows you to build custom applications, automate workflows, and create business intelligence solutions.
• Common Data Service (CDS): A cloud-based data storage and management service that allows you to securely store and manage business data.
• Power Apps: A suite of apps, services, connectors, and data platforms that allow you to build custom business applications.
• Learn Power Automate: A cloud-based service that allows you to create automated workflows between applications and services.
• Power BI: A business analytics service that allows you to create interactive visualizations and reports.
• Chatbots and Virtual Agents: Software applications that can simulate human conversation using natural language processing (NLP) and artificial intelligence (AI) technologies.
• Model-driven apps: Power Apps that are built on top of the Common Data Service and provide a structured approach to data modeling and application development.
• Canvas apps: Power Apps that provide a more flexible approach to app development, allowing you to create custom user interfaces and workflows.
• Connectors: Pre-built connectors that allow you to integrate Power Platform with a wide range of external services and data sources.
• Power Platform administration: Managing users, environments, and security for Power Platform solutions.
• Solution design and development: Designing and building custom solutions using Power Platform.
• Next, Solution deployment and testing: Deploying and testing Power Platform solutions.
• Solution maintenance and support: Maintaining and supporting Power Platform solutions after they have been deployed.

Microsoft PL-200 Exam Guide

• Exam page: The official Microsoft PL-200 exam page provides an overview of the exam, its objectives, and the skills measured. You can also find information on the exam format, registration, and pricing. Here’s the link to the exam page: https://docs.microsoft.com/en-us/learn/certifications/exams/pl-200
• Exam skills outline: The exam skills outline provides a detailed breakdown of the exam objectives and the percentage of questions related to each objective. This can help you focus your study efforts and ensure that you are well-prepared for the exam. You can find the exam skills outline on the exam page.
• Microsoft Learn: Microsoft Learn provides free online training courses and learning paths that cover the topics and skills measured on the PL-200 exam. You can take interactive modules, complete hands-on labs, and earn badges and certifications as you progress through the learning paths. Here’s the link to Microsoft Learn: https://docs.microsoft.com/en-us/learn/certifications/pl-200
• Official PL-200 study guide: Microsoft offers an official study guide for the PL-200 exam that covers the exam objectives in detail and provides sample questions and exercises to help you prepare. The study guide is available for purchase from Microsoft Press. Here’s the link to the study guide: https://www.microsoftpressstore.com/store/microsoft-power-platform-functional-consultant-9780136916274
• Exam reference book: Microsoft also offers an official exam reference book for the PL-200 exam, which provides in-depth coverage of the exam objectives and includes real-world scenarios, case studies, and practice exercises. The reference book is available for purchase from Microsoft Press. Here’s the link to the exam reference book: https://www.microsoftpressstore.com/store/exam-ref-pl-200-microsoft-power-platform-functional-9780136877681

Microsoft PL-200 Exam Tips and Tricks

• Understand the exam format: The PL-200 exam consists of multiple-choice questions, with a time limit of 150 minutes to complete the exam. It is important to understand the exam format, how the questions are structured, and how you will be evaluated.
• Review the exam skills outline: The exam skills outline provides a detailed breakdown of the exam objectives and the percentage of questions related to each objective. Use this as a guide to focus your study efforts on the topics that are most important for the exam.
• Use Microsoft Learn: Microsoft Learn offers free online training courses and learning paths that cover the topics and skills measured on the PL-200 exam. Take advantage of these resources to gain a deeper understanding of Power Platform and improve your skills.
• Practice with sample questions: Practice makes perfect! Use the sample questions provided in the official study guide and exam reference book to test your knowledge and prepare for the exam.
• Join a study group or forum: Joining a study group or forum can help you connect with other PL-200 exam takers and share tips, strategies, and resources. You can also ask questions and get feedback from others who are preparing for the same exam.
• Get hands-on experience: Hands-on experience with Power Platform is key to understanding how it works in real-world scenarios. Consider taking on some Power Platform projects or working with a mentor to gain practical experience.
• Take breaks and manage your time: It’s important to take breaks and manage your time effectively while studying for the exam. Break up your study sessions into manageable chunks, take regular breaks, and try to maintain a healthy balance between studying and other activities.

Study Guide for Microsoft PL-200 Exam

For the PL-200 exam, you will undertake research, requirement capture, engagement with subject matter experts and stakeholders, requirement translation, and configuration of Microsoft Power Platform solutions and apps. Moreover, you will gain knowledge for obtaining skills for application upgrades, customized user experiences, system integrations, data conversions, custom process automation, and custom visualizations. So, let’s get into the exam details to get more clarity about the PL-200 exam!

Step 1: Understanding the exam requirement and format

The Microsoft PL-200 exam is for individuals with skills for using the design provided by a solution architect, as well as the standards, branding, and documents created by User Experience Designers. This exam enables you to create integrations that allow third-party apps and services to work together seamlessly. Furthermore, to achieve this, extensive collaboration with members of the quality assurance team is required to guarantee that solutions fulfill functional and non-functional criteria. And, this will also help in identifying, developing, and distributing artifacts for packaging and deployment to DevOps engineers, as well as providing Microsoft Power Platform administrators with operations and maintenance training.

Skills gained with the PL-200 exam :

• As a candidate for this certification, you will gather requirements and then implement Microsoft Power Platform solutions with the help of stakeholders and subject matter experts such as solution architects, developers, and testers. Model-driven, canvas, and portal applications are among the types of apps you may create.
• Secondly, you will also use Power BI visualization and dashboards to construct Power Automate processes, design chatbots with Power Virtual Agents, and analyze data using Power BI visualization and dashboards.
• Lastly, you will also develop bespoke user interfaces, system integrations, data conversions, custom process automation, and custom visualizations.

Role of a Functional Consultant:

Use this qualification to better promote yourself as a functional consultant for projects and other engagements. That is to say, Microsoft Functional Consultants are responsible for creating solutions that would ordinarily necessitate the use of a developer. Moreover, they should be knowledgeable about how to extend and configure Microsoft programs and services including Teams, Dynamics 365, Excel, and Word utilizing Microsoft Power Platform components.

Getting familiar with the Exam Format :

It is essential to have all of the necessary details for any certification exam so that you can receive a quick overview of the exam. To put it another way, exam details assist you in better understanding the exam method and pattern. Exam details for the Microsoft Power Platform Functional Consultant (PL-200) exam, on the other hand, are as follows:

• Firstly, the Microsoft PL-200 exam is can be considered as an associate-level exam. Passing this exam, will help you in becoming a Certified Microsoft Power Platform Functional Consultant Associate. Then, to pass the Microsoft PL-200 exam, there is a passing score of 700.
• Lastly, the Microosft PL-200 exam can be given in English and Japanese language. And, the cost for the exam is $165 USD.

You must know:

Related to the PL-200 exam, the rebranding of Common Data Service as Microsoft Dataverse was just finished by the product team. The security role of Common Data Service User has been renamed to Basic User. Secondly, the Microsoft Dataverse connector has replaced the Common Data Service connector. As of November 24, 2021, this change is shown on the exam.

Step 2: Grasping the PL-200 exam objectives

Understanding the primary areas and ideas using the test topics is essential for the Microsoft PL-200 exam. Exam objectives will assist you in better learning and understanding the difference. The following topics are covered in the Microsoft Power Platform Functional Consultant (PL-200) exam :

The course Outline for the English version was updated on March 28, 2023.

1. Configure Microsoft Dataverse   (20-25%)

1.1 Manage a data model

• Create or modify standard, activity, or virtual tables
• Configure tables ownership ( Microsoft Documentation:   Types of tables )
• create new tables or modify existing tables ( Microsoft Documentation:   Create a custom table ,  Editing Table )
• Then, determine which type of relationship to implement including 1: N and N: N ( Microsoft Documentation:   Table relationships ,  Create N:N (many-to-many) table relationships ,  Create one-to-many or many-to-one table relationships )
• configure table relationship behaviors including cascading rules ( Microsoft Documentation:   Configuring entity relationship cascading behavior ,  Table relationships )
• create new relationships or modify existing relationships ( Microsoft Documentation:   Create and edit One-to-many or Many-to-one table relationships ,  Create a relationship between tables )
• After that, create new columns or modify existing columns ( Microsoft Documentation:   Create and edit columns )
• create alternate keys for tables ( Microsoft Documentation:   Working with alternate keys )
• configure table properties
• configure connection roles ( Microsoft Documentation:   Connection roles configuration )

1.2 Configure Dataverse

• configure Dataverse Search
• After that, configure auditing ( Microsoft Documentation:   Auditing ,  Configure entities and attributes for auditing )
• perform data management tasks including import, export, and bulk deletion ( Microsoft Documentation:   Add or remove sample data ,  Remove a large amount of specific, targeted data with bulk deletion ,  Merge data )
• configure duplicate detection settings ( Microsoft Documentation:   Detect duplicate data ,  Enable and Disable duplicate detection ,  Set up duplicate detection )

1.3 Configure security settings

• Firstly, create and manage business units ( Microsoft Documentation:   Security concepts in Microsoft Dataverse ,  Create or edit business units )
• create and manage security roles ( Microsoft Documentation:   Create users and assign security roles ,  Security roles and privileges )
• After that, create and manage users and teams ( Microsoft Documentation:   Microsoft Dataverse for Teams environment ,  Create users and assign security roles )
• create and manage column security
• configure hierarchy security ( Microsoft Documentation:   Hierarchy security to control access )
• Configure Microsoft Azure Active Directory (Azure AD) group teams
• Manage sharing
• Diagnose security issues

2. Create apps by using Microsoft Power Apps   (15-20%)

2.1 Create model-driven apps

• create and configure multiple forms types ( Microsoft Documentation:   Create and design model-driven app forms )
• Use specialized form components
• create and configure views ( Microsoft Documentation:   Create and edit public or system model-driven app views )
• Determine which reporting options to use including embedding Microsoft Power BI or using Fetch-based report
• configure site maps and compose model-driven apps
• share a model-driven app ( Microsoft Documentation:   Share a model-driven app using Power Apps )
• Configure custom pages ( Microsoft Documentation:   Add a custom page to your model-driven app )
• Create and configure business rules ( Microsoft Documentation:   Create a business rule for a table )
• Configure modern commanding

2.2 Define use cases for canvas apps

• Identify when to use a canvas app ( Microsoft Documentation:   What are canvas apps? )
• Describe canvas app structure
• Describe form navigation, formulas, variables and collections, and error handling ( Microsoft Documentation:   Back and Navigate functions in Power Apps ,  Understand variables in canvas apps ,  Errors function in Power Apps )
• Run power automate flows based on actions that occur in a canvas app

2.3 Build Microsoft Power Pages

• Configure pages, forms, and navigation ( Microsoft Documentation:   About basic forms ,  Manage web pages )
• Configure advanced power pages features ( Microsoft Documentation:   Advanced configuration )
• Configure website security including web roles and page access ( Microsoft Documentation:   Create web roles for portals )
• Describe use cases for templates ( Microsoft Documentation:   Use Word templates to create standardized documents )
• Implement registration options ( Microsoft Documentation:   Register an application with the Microsoft identity platform )

3. Create and manage Process Automation (20-25%)

3.1 Create cloud flows

• Firstly, describe types of flows, use cases and flow components including when to use a classic workflow ( Microsoft Documentation:   Different types of flows )
• Describe common connectors, triggers, and actions ( Microsoft Documentation:   Connectors overview )
• Implement logic controls including branches, loops, conditions, error handling, and variables ( Microsoft Documentation:   Create loops that repeat workflow actions ,  Handle errors and exceptions in Azure Logic Apps )
• Implement dynamic content and expressions
• Test and troubleshoot flows ( Microsoft Documentation:   Troubleshooting a cloud flow )

3.2 Create and manage business process flows

• configure a business process flow ( Microsoft Documentation:   Create a business process flow )
• Add stages, workflows, and action steps to a business process flow ( Microsoft Documentation:   Create a business process flow )
• Manage the business process flow table for a business process flow ( Microsoft Documentation:   Business process flows )
• Configure advanced logic

3.3 Create classic workflows

• Configure a workflow
• Troubleshoot workflows ( Microsoft Documentation:   Troubleshoot and diagnose workflow failures in Azure Logic Apps )
• Manage workflow logs

4. Describe Microsoft Power Virtual Agents (10-15%)

4.1 Identify use cases for Power Virtual Agents

• Identify chatbot environments ( Microsoft Documentation:   Working with environments in Power Virtual Agents )
• Describe chatbot skills and AI capabilities ( Microsoft Documentation:   Enable advanced AI features in Power Virtual Agents )
• Identify options for security

4.2 Identify components of Power Virtual Agents

• Describe topics ( Microsoft Documentation:   Create and edit topics in your Power Virtual Agents bot )
• Describe entities
• Identify use cases for fallback topics ( Microsoft Documentation:   Configure the system fallback topic in Power Virtual Agents )

5. Import and visualize data by using dataflows and Power BI (10-15%)

5.1 Consume Power BI in Microsoft Power Platform

• Add Power BI tiles to model-driven apps and canvas apps ( Microsoft Documentation:   Add a Power BI visual into a model-driven app )
• Add canvas apps to a Power BI dashboard ( Microsoft Documentation:   How to create a canvas app with Power BI visual )
• Trigger Power Automate flows from Power BI alerts ( Microsoft Documentation:   Integrate Power BI data alerts with Power Automate )
• Use Power BI in Power Pages ( Microsoft Documentation:   What is Power Pages )

5.2 Create and use dataflows

• Import data to Dataverse using Power Query ( Microsoft Documentation:   Import or export data from Dataverse )
• Schedule dataflow runs ( Microsoft Documentation:   What are dataflow )
• Describe Power Fx ( Microsoft Documentation:   Microsoft Power Fx overview )

6. Define an environment strategy (10–15%)

6.1 Participate in Application Lifecycle Management (ALM)

• Describe use cases for App Checker and Solution Checker ( Microsoft Documentation:   Use the solution checker to validate your model-driven apps in Power Apps )
• Create and manage solutions ( Microsoft Documentation:   Solutions overview )
• Describe the difference between managed and unmanaged solutions ( Microsoft Documentation:   Solution concepts )

6.2 Describe interoperability with other services

• Add apps to Microsoft Teams ( Microsoft Documentation:   Add an app to Microsoft Teams )
• Create Teams channels ( Microsoft Documentation:   Create your first teams and channels in Microsoft Teams )
• Identify when to use the on-premises data gateway

Step 3: Upgrading preparation level with Microsoft Learning Path

Microsoft provides learning paths that are divided into sections and contain the required material to help you comprehend and learn while preparing for the Power Platform Functional Consultant (PL-200) exam. Some of the learning pathways for the Microsoft Power Platform Functional Consultant (PL-200) exam include:

• Get started using Dataverse

This learning path will teach the fundamentals underlying Dataverse as well as its benefits. Also, there’s information on setting up an environment, entities, fields, and options sets.

Prerequisites:

Features and activities in this learning path require a valid Power Apps license and being a member of the Administrator Role in an environment. If you have not been assigned a Power Apps license or have not been added to the Administrator Role, you should build a personal environment by going to the Community Power Apps plan and following the guidelines in the overview part of the first module to set up a personal environment. The Community plan gives you access to all of the features of a Power Apps license while only requiring you to use one environment (your Developer environment).

Reference: https://docs.microsoft.com/en-us/learn/paths/get-started-cds/

• Manage permissions and administration for Dataverse

You will learn the process of controlling permissions linked with environments and entities in this learning path. You’ll also learn how to use various administrative portals of how to use.

Prerequisites :

Features and activities in this learning path require a valid Power Apps license and being a member of the Administrator Role in an environment. If you have not been assigned a Power Apps license or have not been added to the Administrator Role, you should build a personal environment by going to the Community Power Apps plan and following the guidelines in the overview part of the first module to set up a personal environment.

Further, the Community plan gives you access to all of the features of a Power Apps license while only requiring you to use one environment (your Developer environment). If you wish to follow along with the instructions described in this learning path, sign up for a Community Power Apps plan today using the link in the summary part of this module one.

Reference: https://docs.microsoft.com/en-us/learn/paths/manage-permissions-administration-common-data-service/

• Building a canvas app: Power Apps

This path guides you through the basics of Power Apps, including how to develop and configure an app, as well as how to manage and distribute it.

Reference: https://docs.microsoft.com/en-us/learn/paths/create-powerapps/

• Buidling a model-driven application: Power Apps

This learning path will show you how to utilize Dataverse to create a model-driven app in Power Apps.

• Power Automate.

Reference: https://docs.microsoft.com/en-us/learn/paths/create-app-models-business-processes/

• Building a business process flow: Power Automate

This learning path will show you how to use Power Automate to create business process flows.

• Knowledge of Microsoft Power Automate.

Reference: https://docs.microsoft.com/en-us/learn/paths/create-business-process-flow/

• Beginning with Power Automate buttons

This learning path shows you how to design button flows and exposes you to Power Automate buttons.

• Understanding the methods involved in developing an event-driven flow and using a Power Automate licence on a mobile device.

Reference: https://docs.microsoft.com/en-us/learn/paths/get-started-power-automate-buttons/

• Building and using analytics reports: Power BI

This learning path will show you how to utilize and create business intelligence reports using Power BI.

• Firstly, knowledge of Excel
• Then, access to the Power BI service
• Lastly, knowledge of Power BI Desktop

Reference: https://docs.microsoft.com/en-us/learn/paths/create-use-analytics-reports-power-bi/

• Creating bots with Power Virtual Agents

This Learning Path begins with bot creation, continues through bot enhancement, and concludes with bot management.

• Access to Power Virtual Agents.

Reference: https://docs.microsoft.com/en-us/learn/paths/work-power-virtual-agents/

• Bringing AI to business: AI Builder

This learning path guides you through AI Builder, teaches you how to create models, and shows you how to utilize them in Power Apps and Power Automate.

• Registered for Power Apps or Power Automate
• Then, access to Microsoft Dataverse

Reference: https://docs.microsoft.com/en-us/learn/paths/bring-ai/

Step 4: Getting hands-on experience using Instructor-led Training

For the Microsoft PL-200 exam, Microsoft provides instructor-led training. This includes:

Microsoft Power Platform Functional Consultant

This course will teach you the process of discovering requirements, capturing them, engaging subject matter experts and stakeholders, translating them, and configuring Microsoft Power Platform solutions and apps. You’ll also utilize hands-on labs to design application upgrades, bespoke user experiences, system connectors, data conversions, custom process automation, and custom visualizations to augment their learning.

Further, this covers components such as Power Apps, Power Automate, Power BI, and Power Virtual Agents. We’ll also go through these four components in this course, with a special emphasis on Microsoft Dataverse, AI Builder, connections, and portals.

Audience Profile

This course requires the skills of a functional consultant. However, a Microsoft Power Platform Functional Consultant is responsible for developing and configuring apps, automation, and solutions for the Microsoft Power Platform. Moreover, they function as a point of contact for users and the implementation team. Within a company, the functional consultant advocates the use of solutions.

The functional consultant furthermore, can do research, meet with experts and stakeholders, collect requirements, and map requirements to features. For example, application upgrades, bespoke user experiences, system connections, data translations, custom process automation, and simple visualizations are some of the solutions they execute.

Step 5: Evaluate yourself with Practice Tests: Microsoft PL-200 Exam

It is important to take practice examinations in order to improve and level up your preparation. You will be able to examine yourself as well as learn about your weak and strong areas with these tests. But the most essential thing is to obtain the greatest Microsoft PL-200 practice exams available. There are several PL-200 training resources available that are offering unique exam practice tests. However, you must perform some study in order to obtain the best practice exams.

Expert’s Corner

Holding a Microsoft Power Platform certification will help you grow your business and increase your recruiting and promotion possibilities. That is to say, the demand for jobs requiring this accreditation has increased significantly. As a result, passing the Microsoft PL-200 test may result in numerous opportunities and assist you in pursuing your desired career path. So, it is critical to study hard and expand knowledge. You can use various helpful resources, details, training, and practice tests to assist you to pass the exam utilizing the above information to help you become Microsoft Certified: Power Platform Developer Associate. Lastly, start preparing well for the exam. 

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Azure, Cloud Computing

Study Guide to crack the PL-200 Certification Exam Microsoft Power Platform Functional Consultant Associate

• By Anusha Shanbhag

Introduction:

If you have taken the MB-200 exam earlier, then the PL-200 certification exam for Microsoft Power Platform Functional Consultant Associate might look be familiar to you as the concepts are similar. Over a period, Microsoft Power Platform is likely to become the sole platform to configure most of the widely used Dynamics products. The PL-200 certification exam is focused more on the Power Platform components along with the building blocks of Dynamics i.e., Dataverse.

What to expect from this article?

Prerequisites:, key benefits of pl-200 certification:.

• Get recognized as a Microsoft Power Platform Solutions Consultant
• Acquire knowledge about Power Platform components and stay ahead of the technology curve by identifying the business areas where these components fit in
• Master the art of designing a technical solution using Power Platform components and Dataverse, earlier known as Common Data Service
• Learn to manage the permissions and administer Dataverse environments.
• Power Platform is an emerging technology and with the Associate level certification, you can stay ahead in the job market.
• Stand a chance to work for global leaders like Facebook, Apple, Microsoft, etc in developing next-gen solutions for their clients.
• PL-200 certification is recently launched by Microsoft and you can be one of the few first certified candidates to be part of a proud member of the Power Platform community

Exam Pattern:

Percentage of Questions from all modules:

• Configure the Common Data Service (25-30%)

From this module, you can expect questions based on managing existing data models, create and manage processes, configuring Dataverse and security settings like business units, security roles, hierarchy security, etc.

• Create Apps by using Power Apps (20-25%)

This topic deal with topics such as creating model-driven apps like dashboards, charts, views, forms, creating Canvas Apps, Portal Apps, configuring portal security including web roles and page access.

• Create and Manage Power Automate (15-20%)

From this module, questions based on creating and managing business process flows, and UI flows will be asked during the exam.

• Implement Power Virtual Agents chatbots (10-15%)

Creation of chatbots, configuring topics, configuring entities are the topics from which you can expect questions. Fewer questions will be asked from this module.

• Integrate Power Apps with other apps and services (15-20%)

Study Materials and References:

There are various ways to prepare for this certification:

• Instructor-led training is available which can help you learn the Power Platform App Maker with a structured approach.
• Microsoft Official Curriculum (MOC) is provided by CloudThat upon enrolment for the course.
• Microsoft Power Platform App Maker Learning Path
• Microsoft Documentation
• Case studies for understanding customer requirements .
• CloudThat also provides Test Prep  for anyone attempting this course where unlimited access is provided to our library for Power Platform, MCQs, and performance tracker.

Tips and Tricks:

• Explore all the aspects of Dataverse thoroughly, specifically security features, permissions, etc.
• Acquire a thorough understanding of PowerApps – the types, the components involved in making an app in PowerApps Studio such as variables, collections, functions, custom controls, navigations, etc.
• Explore Model-driven apps, when to use one, and how to make one.
• Practice flows by exploring and building various types of flows using Power Automate.
• Common use cases of AI Builder – you must be able to recognize which in-built models can you use to address a situation.
• Try out all the exercises if you are referring to MS Learning Path
• Do not skip the Power Virtual Agents module – You are surely going to see 4-5 questions on the same which can be easily answered if you do not skip this module.
• Make sure to take up CloudThat TestPrep for revision

Get Certified Now:

It is always great to get the right source of learning to Move Up. At CloudThat we have a course aimed at preparing participants/candidates for Microsoft Power Platform Functional Consultant . You can register for instructor-led training by visiting the Microsoft website .

If you have just begun your Power Platform journey and want to take an extended step towards working with data, enhancing user experience, adding value to your business and customers, then the  Study Guide for Microsoft Power Platform Fundamentals PL-900 Certification Exam will be one of the best courses to get started.

WRITTEN BY Anusha Shanbhag

Anusha Shanbhag is an AWS Certified Cloud Practitioner Technical Content Writer specializing in technical content strategizing with over 10+ years of professional experience in technical content writing, process documentation, tech blog writing, and end-to-end case studies publishing, catering to consulting and marketing requirements for B2B and B2C audiences. She is a public speaker and ex-president of the corporate Toastmaster club.

Feb 10, 2021

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Microsoft PL-200 Exam Actual Questions

The questions for PL-200 were last updated on April 15, 2024.

• Viewing page 1 out of 54 pages.
• Viewing questions 1-5 out of 278 questions

Topic 1 - Question Set 1

Your organization does not permit the use of custom code for solutions. You need to create a view that can be viewed by all users in an organization. Where should you create the view?

• A. List view of the entity
• B. Microsoft Visual Studio
• C. Templates area
• D. Maker portal

You create a Power Apps portal to provide training and documentation for students. Students create a profile on the portal and then select and pay for courses. You plan to add free courses to the training portfolio. Free courses must be automatically available to all students after they sign in. You need to assign default permissions to students. What should you do?

• A. Create a Students web role and set the Authenticated Users Role option to true. Assign the web role to each registered user.
• B. Create an entity for managing free courses. Create entity permission records to provide access to entity records for free courses and assign the entity permissions to users when they register on the portal for the first time.
• C. Create an entity for managing free courses. Create a Students web role and set the Authenticated Users role option to true. Create appropriate entity permissions to access the free course entity records and assign the entity permissions to the web role.

Correct Answer: A 🗳️

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