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

Word templates

Unlike Excel templates, Word templates can include data from other entities. Word templates are based on a single record but can include records from other entities that are related to it. You can include many-to-one, one-to-many, and many-to-many relationships.

The following screenshot shows how to download a Word template from within a model-driven app form:

Figure 19.27 – Create a Word template

Clicking on Download Template will display the following screen, where you can select the relationships that you want to include in your Word template:

Figure 19.28 – Download the Word template

You select the relationships you want to use, and a Word document will be downloaded to your computer. You can edit the Word document, where you will have full formatting available.

There are some steps you need to undertake to be able to use the Common Data Service fields and add them to the template. You need to do the following:

  1. Enable the Developer tab in...