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)
1
Section 1: Introduction
3
Section 2: Microsoft Dataverse
11
Section 3: Power Apps
15
Section 4: Automation
19
Section 5: Power Virtual Agents
22
Section 6: Integrations

Securing dashboards

Dashboards are typically aimed at sets of users. It is a good idea to restrict a dashboard to just the users who need that dashboard.

You can restrict dashboards by security role. By default, all users can see new dashboards. You can change which security roles are associated with a dashboard by clicking on the ellipses () next to the name of the dashboard in your solution and selecting Enable security roles.

You can add and remove dashboards in the app designer.

Dashboards are not available by default for mobile clients. You should edit the dashboard properties and set Enable for mobile, as shown in the following screenshot:

Figure 9.30 – Dashboard properties

As with views and charts, users can create their own personal dashboards.