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

Extending processes with custom actions

The steps that classic workflows and action processes can perform are limited; for example, there is no capability to handle many-to-many relationships. You cannot add a contact to a marketing list, or remove a case from a queue using a workflow.

Developers can extend the capabilities of classic workflows and actions by writing custom workflow activities in C# and uploading a .NET assembly to the CDS.

Typical custom workflow actions that you might require are the following:

  • Date/time functions; for example, date difference and business day calculations
  • String functions; for example, trim
  • Regex functions; for example, phone number validation
  • List functions; for example, add and remove a contact to/from a marketing list
  • Calculations; for example, tax

These functions appear as additional steps in the workflow editor. You add these custom actions as steps like any other step and set their properties.

Creating custom actions is outside the scope...