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

Creating custom entities

If your chatbot handles a specific process or business scenario, you may need to provide the chatbot with assistance by teaching it the objects and terminology your organization uses. You do this by creating a custom entity. 

To create a new entity, select Entities in the Power Virtual Agents portal and click on + New custom entity. The following page will be displayed:

Figure 16.6 – Creating a custom entity

In the preceding screenshot, enter the topic in the Name field, enter each of the terms in List items, click on Add, and then click on Save.

You can add synonyms to assist the chatbot in matching. For instance, for travel expenses, you might add a receipt as an item and add the bill as a synonym.

For example, you might add the following entity for an organization's travel and expenses policies:

  • ExpenseType with the following items:
    • Mileage
    • Subsistence
    • Train fare
    • Hospitality

The example custom entity can...