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

Excel templates

Excel templates are used to produce lists and charts from data held in the Common Data Service. They are used with a list of records in a view.

You can create an Excel template from any view. In the following screenshot, you can see the options you get when you click the Excel Templates button:

Figure 19.23 – Excel templates

To create a new template, click on Download Template and the following window will appear:

Figure 19.24 – Download an Excel template

You select the entity and view you want to use, and an Excel document will be downloaded to your computer. You can then edit the Excel document, where you will have full formatting, formulas, and charting available.

You are limited to fields in the view. You can add fields to the Excel document from the entity, and from any entity in a many-to-one relationship with the entity you have selected.

Once you have created your Excel document, upload it by clicking on Excel Templates, selecting...