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

Configuring connection roles

Connection roles need to be configured before they can be used. Clicking on Connection roles in the Power Platform admin center opens a window, showing the list of connection roles in the environment, as shown in the following screenshot:

Figure 3.17 – Connection roles

There is a set of connection roles that are created when the environment is created or when a Dynamics 365 app is installed. You can use these roles or create roles to meet your requirements.

Consider deactivating the existing roles and creating your own connection roles that suit your requirements.

To create a new role, click on the New button and the following screen will appear:

Figure 13.18 – New connection role form

The form has the following fields that should be completed:

  • Name: This is the name the user will see when selecting connection roles.
  • Connection Role Category: This is used to group connection roles.
  • Select record types: Choose which entities the role...