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

Inviting users to the portal

Portal websites are available on the internet to the public and users can anonymously browse the website. To gain access to data, a portal user must be associated with a contact record in the CDS.

You can invite a user to the portal by completing these steps from their contact record form:

  1. Contact: Open the contact record form in a model-driven app.
  2. Invite the user: Click on Create Invitation in the action bar on the contact record. This opens a new page where you can specify the details of the invitation. Click Save and a unique invitation code is generated.
  3. Add a web role: Each portal user needs a web role that contains the privileges and data access settings. Under Assign to Web Roles in the invitation record, click on Add Existing Web Role and select the Authenticated Users web role.
  4. Send invitationClick on Flow in the action bar on the invitation record, select Send Invitation, and then click...