Book Image

Microsoft Power Platform Functional Consultant: PL-200 Exam Guide

By : Julian Sharp
Book Image

Microsoft Power Platform Functional Consultant: PL-200 Exam Guide

By: Julian Sharp

Overview of this book

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.
Table of Contents (34 chapters)
Section 1: Introduction
Section 2: Microsoft Dataverse
Section 3: Power Apps
Section 4: Automation
Section 5: Power Virtual Agents
Section 6: Integrations

Configuring forms and controls

Forms are used to view, create, and edit data for an entity. Each entity has multiple forms that can be used in a model-driven app to view, create, and edit records for the entity. Some forms are created automatically when you create an entity. You can customize these forms and create new forms.

In this section, we will explore the types of forms, how to customize forms, and adding controls to forms.

There are four types of entity form in the Common Data Service:

  • Main: The form used for creating and editing records. This form is used on all clients. The form contains the fields for the entity and other controls, such as the timeline. The main form will show business process flows along the top of the form.
  • Card: The card form is used with interactive dashboards. The card form is also used to display columns in views when the view is in a compact format, for subgrids, and on mobile clients.
  • Quick create: Allows users to create new records without navigating...