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

Customizing a view

Views are used in many places in the user interface to display lists of records. Ensuring the view shows the correct records and the most appropriate fields is a key focus of a functional consultant. Just as the form layout can make a significant difference to how a user works with your app, the configuration of views is just as, if not more, important. A well-designed system makes careful use of views to show the user exactly the right information in the right order.

You edit a view in the maker portal from within the entity. To edit a form, click on Solutions, open your solution, and select the entity, and then click on the Views tab, as shown in Figure 9.21To edit a view, click on the name of the view. The view editor will open, as shown in the following screenshot:

Figure 9.22 – View editor

In the view editor shown in Figure 9.22, there are three panes. The left-hand pane lists the fields in the entity, the middle pane is a WYSIWYG...