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

Exposing data in the portal 

To display or manage data in the portal, you only to need to specify the entity in the CDS. To show a list of records, you select the entity and then a public view for that entity. You can choose to add the create, edit, and delete options, as shown in the following screenshot:

Figure 11.6 – Entity list

To create or edit a record, you need to create a web form by selecting the entity, a system form, and select the edit mode, as shown in the following screenshot:

Figure 11.7 – Configuring an entity list

The portal app inherits its list and form layouts from the views and forms in the CDS. To change which fields are included in the portal lists and forms, you need to customize the view and forms for the entities in the Power Apps maker portal.

Portal apps can only expose data held in the CDS. If data is held in other data sources, you must import the data into the CDS to display on the portal.

Portal apps allow for simple addition of pages...