PL-200T00: Microsoft Power Platform Functional Consultant: Trainer Preparation Guide

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Trainer Prep: Power Platform Functional Consultant | 1

PL-200T00: Microsoft Power Platform Functional


Consultant
Trainer Preparation Guide

November 2020: Important disclaimer


This course was published in November 2020, almost directly after the announcement of the new
Microsoft Dataverse as a replacement for Common Data Service. This announcement included
changes to the following data concepts:
• Entities (now known as tables)
• Fields (now known as columns)
• Records (now known as rows)
• Option sets/pick lists (now known as choices)
• 2 option set (now known as Yes/No)
While the content development team was able to update most terminology in the student
manual, lab files and PowerPoint slides, there will most likely be some leftover instances of old
terminology, especially in screenshots. While we work to make these updates, please make your
students aware of the new terminology and the corresponding old terminology.
For more information on the branding changes, please refer to What is Microsoft Dataverse? on
the Microsoft Docs site (and feel free to distribute to students).

Required Materials to Teach This Course


To teach this course, you need the following materials:
• Microsoft PowerPoint files
• Student manual
• Student lab manuals (for more details, please see Lab Specification Guide and Lab Topic &
Discussion Guide)

Prerequisite Knowledge to Teach This Course


To successfully teach these courses, instructors must have experience leveraging the following:
• Microsoft Power Platform (including Power Apps, Power BI, Power Automate, Power Virtual
Agents, and AI Builder)
• Consulting skills (including stakeholder management, documentation, requirements
gathering, and ALM)
• Project processes, methodologies, and best practices

Preparation Tasks
Instructors should complete the following tasks to prepare for each of the courses in the
Microsoft Power Platform (PL) series:
• Review all topics in the student manual. You should be well-versed in every topic.
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• Review all PowerPoint slides and make notes to match your specific teaching style. Add
notes in the notes pane where necessary.
• Be able to speak to each of the talking points or graphics on the slides. Be aware of the
topic in the Student Manual that each slide aligns to.
• Not only should you review the labs, but you should be able to successfully complete them
so that you become familiar with any of the difficult points. This will prepare you for
helping students in class.

Course Timing
This course is expected to take 5 full (8 hour) days, including labs (with breaks taken into
consideration). We appreciate any feedback you can provide about timing considerations or
scheduling changes that emerge during a live course.

Lab Timing
Labs are divided by module. We recommend completing the entire module before beginning the
associated labs. You can find the labs that correspond to that module in the trainer PowerPoint
slides and in the GitHub repository.

Recommended Schedule

Module Timing Est. Labs Est.


content lab
hours hours

1: Introduction to Mon. AM 2 1: Validate lab environment .5


Microsoft Power
Platform

2: The Functional Mon. PM 4 None (discussion encouraged) 0


Consultant role*
*If finished with Day 1 early, move
on to Module 3 at end of Day 1;
Modules 3 and 4 can feel rushed
in 1 day each.

3: Work with Dataverse Tues. (all 5 1: Create an app 3


day)
2: Create tables and columns

3: Create relationships

4: Additional table options

4: Make Power Apps* Weds. (all 4 1: App designer 4


day)
2: Modify forms
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3: Modify views

4: Build charts

5: Build dashboards

6: Build a canvas app

7: Work with data and services

8: User experience

*This is the most lab-intensive


module. Module 5 in Day 4 will
likely be slightly shorter than the
entire 8-hour day. If you need to
continue Module 4 into Day 4,
you will likely still have enough
time to complete the entire
Module 5.

5: Build Power Automate Thurs. (all 4 1: Create users 4


flows day)
2: Create security role

3: Configure a new business rule

4: Advanced business rules

5: Create a flow

6: Build approval flow

7: Build a business process flow

8: Build a branching business


process flow

6: Work with Power Fri. AM 3.5 1: Build a chatbot 1.5


Virtual Agents

7: Analyze data with Fri. PM 2.5 1: Build a Word template 1.5


Power BI
2: Build an Excel template

3: Duplicate detection

4: Import data

5: Export data
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6: Bulk delete
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Lab Specification Guide


The PL-200 course provides a set of lab instructions hosted publicly on GitHub. These labs align
with the content of certain modules within the course. In addition to the recommended schedule
in this guide, you will find placeholder slides in the Instructor PowerPoint decks for each lab.
Based on timing necessities or your own teaching preferences, you may choose to move these
slides to different parts of the course and teach the labs at different points.

Lab Credentials
Almost all steps in the labs are performed in the Microsoft tenants that learners acquire through
the lab hosting agent. Since the labs are tenant-based and those tenants update each month, it is
possible that some of the lab instructions become out of sync with the updated tenant. While we
try to update the lab instructions regularly, be aware of this possibility.

Each student should be supplied with the following through the hosting agent:

• A blank virtual machine (if they choose to, they can forgo the virtual machine after
acquiring the credentials and work in a browser on their local machine)
• An M365 credential, which they will use to acquire a Microsoft Power Platform trial
Students should record these credentials upon their receipt and continue using the same
credentials throughout the duration of the course.

Lab Demos
To build a demo environment, you could complete the labs as a student would and use those as
examples as needed for your demos. Demos are not required for each module. Do a few on
topics that you feel most comfortable.

Lab Manuals
Student lab manuals are hosted on the public GitHub repository for PL-200 in Markdown format.
Due to the dynamic nature of the products, we expect that the user experience of the technology
will not always match the lab instructions perfectly. We encourage MCTs to contribute to the lab
manuals when a bug is noticed during course facilitation by creating a Pull Request.
Students can access the lab manuals using the more user-friendly GitHub pages feature. MCTs can
distribute this link to students at their convenience. Please be aware that authorized lab hosters
will often surface our lab instructions within their own user interface. These instructions are
surfaced from a dynamic pull from our GitHub repositories, so they should always remain current
with our GitHub site.

Lab Issues
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For issues where the user experience does not match the lab instructions (ie., buttons changed,
placement of links changed, process changes), please raise the issue in the Issues section of the
GitHub site. This will allow our content development team to make updates for the next course.

For issues with the hosting platform or the tenant, please raise an issue directly with the support
team of the Authorized Lab Hoster.

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