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

Controlling access to templates

You use security roles to control the creating and editing of personal and organizational templates. Word and Excel templates share the same security privileges, as shown in the following screenshot:

Figure 19.31 – Document Template security privileges

If you upload a document template from within a view in a model-driven app, the template will be a personal template. You can share a personal document template with users and teams. 

If you upload a document template into the Document settings under Advanced Settings, the template will be an organizational template:

Figure 19.32 – Document template record

By default, the template will be available to all users, but you can restrict a document template to users with specific roles by clicking on ENABLE SECURITY ROLES in the command bar and selecting the relevant roles, as shown in the following screenshot:

Figure 19.33 – Enable security roles for a document...