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

Managing entity permissions and web roles

To secure an entity list or an entity form, check the Enable entity permissions checkbox on the entity form list record. You can see this checkbox at the bottom of Figure 11.7.

Once you have enabled this option for a list or form, users will not be able to access these portal components. You will need to create an entity permissions record for the entity in the form or list in the Portal Management app, specifying the privileges on the records.

You then need to associate the entity permissions record with each of the relevant web roles. An authenticated user must be assigned a web role to access the portal. Once you have added entity permissions to the web roles, a user with that web role will be able to access the data.

In this chapter, you have learned how to create a portal app and configure it by applying themes and adding pages. You have also learned how to secure access to the portal app.