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Power Platforms - Fundamentals

Power Platforms - Fundamentals

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0% found this document useful (0 votes)
41 views110 pages

Power Platforms - Fundamentals

Power Platforms - Fundamentals

Uploaded by

joannjy1027
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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© Copyright Microsoft Corporation. All rights reserved.

FOR USE ONLY AS PART OF MICROSOFT VIRTUAL TRAINING DAYS PROGRAM. THESE MATERIALS ARE NOT AUTHORIZED
FOR DISTRIBUTION, REPRODUCTION OR OTHER USE BY NON-MICROSOFT PARTIES.
Microsoft Power Platform
Virtual Training Day:
Fundamentals
Welcome to the Microsoft Power Platform
Virtual Training Day: Fundamentals
Introduction to
Microsoft Power
Platform
Introduction
In this module, we will explore, understand and learn about:
 The components and features of Microsoft Power Platform
 Power Apps
 Power BI
 Power Automate
 Power Virtual Agents
 Power Pages
 Dataverse
 The value of using Microsoft Power Platform to create business solutions
 Pulling it all together
 Identify when to use each Microsoft Power Platform component application to create business solutions
Microsoft Power Platform
The low-code platform that spans Office 365, Azure, Dynamics 365, and standalone applications

Innovation anywhere. Unlocks value everywhere.

Power BI Power Apps Power Automate Power Virtual Agents


Business analytics Application development Process automation Intelligent virtual agents

Data
connectors AI Builder Dataverse
The business value of Microsoft Power Platform

Easily adapt to changing workforce expectations


by delivering custom, collaborative, digital
experiences

Become more agile by quickly building solutions


based on your organizations rapidly changing
needs

Reduce extra costs associated with custom


applications by leveraging low code/now code
tools
Build and consume solutions for web and mobile
with Power Apps
▪ Build highly customized task- and role-based canvas apps with data from one or multiple sources
▪ Generate immersive model-driven apps, starting from your data model and business processes
▪ Consume fully accessible apps across web and mobile, embedded or standalone, on any device
Automate and integrate business processes with
Power Automate
▪ Automate and model business processes
across your apps and services
▪ From simple automations to advanced
scenarios with branches, loops, and more
▪ Trigger actions, grant approvals, and get
notifications right where you work
▪ Automate legacy, on-prem and cloud-
based applications and services
Gain insights from your data regardless of where it
lives with Power BI
▪ Connect to all your data and get a
consolidated view across your business
through a single pane of glass
▪ Create ad-hoc analysis, live dashboards and
interactive reports that are easy to consume on
the web and across mobile devices
▪ Build smart apps by infusing insights from your
data and drive action with the power of
Microsoft Power Platform
Build powerful virtual agents with Power Virtual
Agents
▪ Enable subject matter experts to easily create
powerful virtual agents using a guided, no-code
graphical interface—all without the need for data
scientists or developers.
▪ Enable the virtual agent to take action on the
customer’s behalf. Easily integrate your virtual agent
with hundreds of services and systems out of the box
or create custom workflows.
▪ Keep an eye on how your virtual agent is performing
by using conversational metrics and dashboards. Get
in-depth AI-driven insights to improve bot
performance.
Create low-code, and secure business-centric
websites with Power Pages
▪ Power Pages bring the power of no-code
solutions to building externally facing websites.
You can build an anonymous or authenticated
website that allows users to interact with data
held in Dataverse.

▪ The same drag and drop experience you enjoy


when building apps is available to build these
rich, interactive websites.
Put all your data to work with Microsoft Dataverse

▪ Jumpstart apps using a standardized data model


with business logic, security and integration
built-in
▪ Extend to your own needs and integrate across
your apps and services
▪ Seamless Dynamics 365, Office 365, and Azure
integration, augmented with data from industry
partners
Data Connectors
 Connectors are available for use in multiple products:
 Power Automate
 Power Apps
 Logic Apps

 Custom connectors
 An advantage of building custom connectors is that they can be used in different platforms, such as
Power Apps, Power Automate, and Azure Logic Apps.
 It allows you to extend your app by calling a publicly available API, or a custom API you're hosting in a
cloud provider, such as Azure.
 You can create custom connectors using 3 different approaches:
 Using a blank custom connector
 From an OpenAPI definition
 From a Postman collection
The unmatched functional flexibility of the Power Platform

Rich Mobile Embedded Secured Mixed Reality Power Virtual Analytics Microsoft Microsoft Microsoft Microsoft 365
Power Apps Power Apps 1
Web Portals Experiences Agents 1 with PowerBI Teams Project2 Dynamics 365 2 Products

User Experiences

Process Automation Power Automate


Power Automate Power Automate AI Microsoft
Desktop (RPA) Flows (DPA) Builder Approvals Process Flows (BPM)

Data & Services

Native Integration Native Integration Native Integration On-Premises Dataverse 450+


to Microsoft 365 to Dynamics 365 to Microsoft Azure Data Gateway 1
2 2 (CDS)1 Connectors
Including2
Pulling it all together

Microsoft Power Platform helps to add value to any business by


analyzing, acting and automating
Build custom apps in Power Apps
Automate processes with Power Automate
Analyze data with Power BI
Build powerful chatbots with Power Virtual Agents
Summary
Microsoft Power Platform offers a point-and-click approach which makes it easy for anyone familiar with
Microsoft Office to create custom business solutions, data visualizations, and automated workflows.
It enables users to do three key actions on data that help them drive business:
 Gain insights from data (Analyze)
 Drive intelligent business processes via apps they build (Act)
 Automate business processes (Automate).
Power BI helps you analyze and visualize data on a unified platform with data from internal and external
sources.
Power Apps helps you build and deploy customized apps that work across web and mobile, embedded or
standalone, on any device.
Connectors are bridges that allow you to send information from your data source to your app or workflow and
back.
Power Automate helps you create automation workflows, from simple to advanced scenarios.
Introduction to
Microsoft Dataverse
Introduction
In this module, we will explore, understand and learn about Dataverse:
 Explain what environments, tables, columns, and relationships are in Dataverse
 Explain use cases and differences of Dataverse for Teams
 Describe what relationships are and the different types available
Overview of Dataverse

Relational
databases Eventing

Catalog Files and


and discovery blobs

Log files
Webhooks
Jobs
Modelling

Reporting Semi-structured
Business data
Calculated & Rules
Rollup columns

Data Search and


Duplicate
validation Find data
Detection
Plugins Data export

Common Data
Model Data lake
Workflows
Overview of Dataverse

Dataverse: Database storing a set of Common Data Model: Set of open-


standard and custom data sourced, standardized, extensible
structures called tables data tables and relationships
Part of the Open Data Initiative
Dataverse implements the Common Data Model
App1 App2 App N
Core SALES SERVICE SOLUTIONS
CRM

Account Account Competitor Case MARKETING


Education
Activity Appointment Discount Discount Account

Contact Campaign Invoice Contact Contact

Currency Contact Event


Opportunity Resource
Email Lead
Order Service Marketing
Goal email
Marketing list
Order product Scheduling group
Letter Phone call Marketing page
Note
Quote Task Automotive Healthcare
Common Data Model
Social activity …
… …
Owner …
Organization

Position
WEB TALENT TALENT
Task
Link Clicks Department Patient Risk assessment Medication

Web interactions Job position Practitioner Encounter Procedure


Nonprofit Financial services
Web page Worker Device Episode of care …

… … Care plan

ACCOUNT ATTRIBUTES

Data source1 Data source2 Data source N


Description: Business • Account number • Created on • Open revenue
that represents a • Account rating • Credit limit • Territory id
customer or a potential Code • Open deals • Hotel group
customer

Open source and shared data Allows makers to more quickly A growing set of solutions and
model that provides semantic develop applications and integrators partners that contribute to the effort
consistency for data. to more easily interoperate across by implementing CDM or extending
multiple systems. with industry-specific domains.
Dataverse for Teams

Delivers a targeted set of features Most of the standard tables


needed for creating apps, flows and provided with a typical Dataverse
more within Microsoft Teams. environment will not be present as
part of Dataverse for Teams
Identify tables and columns in Dataverse

Types of tables: Columns:


Standard: Base set of tables, created for Store discrete pieces of information within a
every instance of a Dataverse database record in a table
Custom: Created for a specific business Every column has a type, which defines the
application way you store the data (example: Date
columns)
Understand relationships

Relationships: Represent the way that tables are connected

One-to-many relationships:
Can be “parent-child” relationships
Example: An invoice (parent table) can have many line items (child rows)

Many-to-many relationships:
Example: A Contact can attend multiple Events, and an Event can have many
Contacts attend
Environments in Dataverse
 Environments are used to store, manage, and share your organization's business data, apps, and flows in Microsoft Power
Platform.
 Each environment allows you to provision one Dataverse database for use within that environment. Dataverse environments allow you to
manage user access, security settings, and the storage that is associated with that database.
 Each environment is created under a Microsoft Azure Active Directory (Azure AD) tenant, and its resources can only be accessed by users
within that tenant.
 An environment is also bound to a geographic location, like the United States. When you create a Dataverse database in an environment, that
database is created within datacenters in that geographic location.

Dev Environment Dev Environment Dev Environment


Test Environment Test Environment Test Environment
Prod Environment Prod Environment Prod Environment

Seahorse International (Tenant)


Business rules
Business rules: Usually defined for a table Examples of business rule uses:
Allow for the application of and apply to all forms, but Set column values
business logic at the data can also be defined for a Clear column values
layer instead of the app layer specific model-driven form Validate data and show error
messages
Power Platform Admin center
Most of the administration settings that you will need are available in the
Power Apps Admin center. You should always check for administration
settings as your first step when looking to administer Dataverse.
Settings are grouped into the following broad categories and are accessible
by selecting the link on the left-hand side of the portal, as shown in the
following figure.

 Environments - This section lists all instances of Dataverse.


 Analytics – See how your resources are being used in your environment.
 Resources – View and assign capacity to your environment
 Data integration - This section lets you create or add pre-defined
connections and monitor these connections between Dataverse and other
data stores like Salesforce or SQL Server.
 Data policies - This section lets you set up policies to restrict which data
connectors can be used with Dataverse to limit what data can flow into or
out of Dataverse tables.
Summary
Dataverse is a cloud-based data storage which allows you to leverage the security and connectivity
of Microsoft programs.

 Connect easily to all aspects of Microsoft Power Platform so that you can fully control, automate,
and strengthen your business. With standard tables and columns, as well as the ability to easily
define relationships between your data, Dataverse was built for those who need powerful,
scalable solutions.

 Dataverse uses standard tables, columns, and relationships to help you build powerful, scalable
data solutions

 Make your data work for you so that you can get the most of it by splitting it up into logical
chunks.
Demo Scenario
 Bellows College is an educational organization with multiple buildings on campus.
 Campus visits are currently recorded in paper journals and uploaded manually into a shared
Excel sheet.
 Campus administration would like to modernize their visitor registration system where access to
the buildings is controlled by security personnel and all visits are required to be pre-registered
and recorded by their hosts.
 They also need to be able to collect and analyze data about the visits across the entire campus.
Create a Data Model

DEMO
Get started with Power
Apps
What is Power Apps and the business value it
creates

Module How to build a canvas app


Agenda

How to build a model-driven app


What is Power Apps and
the business value it creates
Introduction
 In this lesson, you will:
 Learn what Power Apps is and the business value it creates
 Learn how one of the world’s largest airports is digitizing its processes using Power Apps
 See Power Apps in action and learn some of the options for making your first app
Power Apps and what it can do for you
 Low/no-code platform for building apps
 Work with data where it lives
 Types of Power Apps:
 Canvas apps: Build an app from a blank canvas
 Model-driven apps: Build from data in Microsoft Dataverse
 Portals: Externally-facing websites

 Add artificial intelligence to your app with no code


 The prediction model: Create a model with AI Builder that can predict a yes or no answer
based on historical data
Canvas apps

Canvas apps are a great option when you want


to build an app from a blank canvas. You start
by choosing the screen size: tablet or mobile,
then you have a blank screen from which
to build

You can interact with data in your app by


adding data sources. Drag and drop various
controls and add the desired functionality by
writing Excel style formulas. Canvas apps
provide you complete flexibility when building
your apps
Model-driven apps
Model-driven apps build from data in Microsoft
Dataverse. Power Apps will build you a great
looking, fully functional app to act upon and
interact with this data. With model-driven apps,
there is no need to worry about choosing the app
size; it is responsive, meaning it works on mobile or
tablet with no extra work by you

You define the relationships, forms, views, business


rules, and more at the data layer, inside of
Dataverse, giving you enough control to get your
business result without writing all the formulas
yourself
Add artificial intelligence to your app with no code
 Power Apps has "democratized" artificial intelligence by providing a wizard-based interface for
building and training your model. This unlocks the power of Azure Machine Learning and
Cognitive services without writing a single line of code or creating complex machine learning
models.
 Currently, there are four available AI models with AI Builder:
 Prediction - This model predicts whether something will happen or not based on previous data history. More details
in the following section.
 Form processor - This model extracts text from an image like the business card reader.
 Object detector - This model identifies objects from an uploaded image or taken photo and then provides a count of
the number objects present.
 Text classification - This model categorizes text by its meaning, making it is easier to analyze.
Customer case study - Heathrow Airport

“I don’t just want to make a living. I


want to make a difference. “

Samit Saini,
IT User Adoption Specialist, Heathrow
Build an app

DEMO
Summary
Microsoft Power Apps allows users of any technical level to improve business processes. These
apps are built using your existing skills and knowledge and without writing traditional managed
code. These apps offer the ability to create highly flexible solutions built for different devices and
to consume data from a multitude of sources.
Now that you have reviewed this module, you should be able to:
• Explain the difference between Canvas, Model-driven, and Portal apps
• Design apps that pull data from various data sources and include artificial intelligence
• Build an app using Start from data or Templates to become more familiar with what is possible
Build a canvas app
Introduction
 In this lesson, you will:
 Learn the basic elements of Power Apps
 See a demo on how to build a canvas app
 How to customize elements of your app
 How to configure and manage app settings
Learn basic elements
Power Apps has many different components to build solutions including screens,
inputs, galleries, forms and more. Let's review some of the most common
elements you will need to get started.
 Power Apps Studio
 App format
 Galleries
 Forms
 Input Controls
 Intelligent Controls
 Functions
Power Apps Studio
App format
Templates
Forms
Input Controls
Intelligent Controls
Functions
Formulas combine many elements. Listed below are:
 Functions take parameters, perform an operation, and return a
value. For example, Sqrt(25) returns 5. Functions are modeled
after Microsoft Excel functions. Some functions have side effects,
such as SubmitForm, which are appropriate only in a behavior
formula such as Button.OnSelect.

 Signals return information about the environment. For example,


Location returns the device's current GPS coordinates. Signals
don't take parameters or have side effects.

 Enumerations return a pre-defined constant value. For example,


Color is an enumeration that has pre-defined values for Color.Red,
Color.Blue, and so forth. Common enumerations are included
here; function-specific enumerations are described with the
function.

 Named operators, such as ThisItem and Parent, provide access


to information from within a container.
Build a canvas app

DEMO
Share an app

Prepare to share an app: Permissions:


Save the app Users and contributors need permissions to
any data connects and gateways that a
Click “Share”
shared app uses
Specify users or groups
Some permissions are implicit; others must
Consider security groups be explicitly granted
Build a model-driven app
Introduction
In this lesson, you will:
 Learn what model-driven apps are and how they differ from canvas apps
 Learn the building blocks of model-driven apps
 Learn how to create and design model-driven apps
 Learn how to change security and share model-driven apps
Model-driven apps
Model-driven app design is a
component-focused approach to
app development, and it does
not require code, and the apps
you make can be simple or very
complex.

The approach to making model-


driven apps:
1. Model your business data
2. Define your business
processes
3. Build the app
Building blocks of model-driven apps

Data User interface Logic Visualization


• Tables • App • Business • Charts
• Columns • Site map process flows • Dashboards
• Relationships • Forms • Workflows • Embedded
• Views • Actions Power BI
• Business rules
• Flows
Design of model-driven apps
Build a model-driven app

DEMO
Summary
Microsoft Power Apps allows users of any technical level to improve business processes. These apps are
built using your existing skills and knowledge and without writing traditional managed code. These apps offer
the ability to create highly flexible solutions built for different devices and to consume data from a multitude
of sources.
 Power Apps is a no-code/low-code platform that allows you to build apps with your business knowledge and existing
skills.
 Power Apps has different offerings to meet your needs. Canvas apps, Model-driven apps, and Portals each have their
own unique properties.
 Power Apps helps you build and deploy customized apps that work across web and mobile, embedded or standalone, on
any device.
 You can build apps that follow your business processes instead of making your business process follow the software.

 Canvas apps give you full control over how the user interacts with the application as well as the .user interface. A canvas
application can be connected to multiple data sources.
 Model-driven applications let you easily build an application from your Dataverse instance. Application screens and
views are scalable and easily created.
Leverage Microsoft
Power Automate
Power Automate Overview

Module How to build an automated solution


Agenda
Power Automate Overview
Introduction
In this lesson, we will explore, understand and learn about:
 Learn how to describe the business value and features in Power Automate
 See how Power Automate works and looks from the user's perspective
 How TruGreen is using Power Automate to provide better customer experiences
The value Power Automate brings
Common scenarios and capabilities:
Automating repetitive tasks
Guiding a user through a process
Connecting to external data sources
Automating desktop-based processes
What Power Automate offers
Intelligent automation for all

Automation Seamless, Accelerated Intelligent


at scale secure integration productivity automation

Efficiently scale Securely integrate Accelerate productivity Increase efficiency through


automation across your automation at and focus on more automated workflows with
organization every level strategic work the power of AI.
Allow everybody in your Confidently enable end users to Minimize repetitive, manual, time- Streamline how you work by
organization to automate build automated workflows in a consuming tasks and create more combining the power of AI with
workflows using their favorite on- secure, compliant manner, and time for your teams to focus on automated workflows and business
premises and cloud-based apps focus your skilled IT resources on strategic work with easy to use process.
and services. From end users, more complex, strategic work. low/no-code tools, templates,
professional developers, to IT. and connectors.
Example: a purchase order approval
 Approvals are a great process to build in Power Automate.
They are often - defined yet manual. Check out the following
scenario for an example:
 A user starts the process by going into a Power Apps app
and creating a purchase order request. Once they submit the
request the information is sent to a Power Automate flow.
 The flow can be built to evaluate the request and then route
the request based on criteria such as submitting user and
request amount. The first action could be to send the
request to the user's manager. The manager could be
automatically retrieved from Azure AD avoiding prompting
for duplicate information.
Example: a purchase order approval (2)
 After the manager receives the approval and approves, the flow can then provide conditional logic. Typically,
this might be something like if the purchase order request is greater than $10,000 send it to VP if not then
automatically approve the purchase order.
 Here is an example of what this flow may look like.
The three types of flows you can create
with Power Automate
Power Automate works by creating flows,
of which there are three types:
• Cloud flows (API)
• Instant
• Automated
• Scheduled

• Business process flows (BPM)


• Desktop flows (RPA)
Add artificial intelligence to your flow without writing code
To take advantage of these AI capabilities you must first build a model
with AI Builder. From https://flow.microsoft.com a wizard guides you
through building and training the model. Currently, there are four
available AI models available to build:
 Form processor - This model extracts text from an uploaded image
or taken photo.
 Object detector - This model identifies objects from an uploaded
image or taken photo and then provides a count of the number
objects present.
 Prediction - This model predicts whether something will happen or
not based on previous data history. More details in the following
section.
 Text classification - This model categorizes text by its meaning,
making it is easier to analyze.
Customer case study - TruGreen
Create a flow with Power Automate

DEMO
How to build an automated
solution
Introduction
In this lesson, we will explore, understand and learn about:
 Creating a flow from a template
 Create a recurring flow on a schedule
 Create a flow triggered by a button
 Understand Business Process Flows
Power Automate Templates
With the hundreds of triggers, actions and connectors sometimes the hardest part about Power
Automate can be figuring out where to get started. To help you get started, there are countless
flow templates available to help you build a solution. To see all of the available templates you can
sign into Power Automate and select Templates from the left-hand menu.
Important concepts in Microsoft Power Automate

Keep these concepts in mind when building Some examples of types of actions you can
flows: have in a flow include:
Every flow has two main parts: Loops
- a trigger Switch
- one or more actions Do Until
Think of the trigger as the starting action for the Apply to each
flow Expressions
Actions are what you want to happen when a
trigger is invoked.
Trigger or run the flow
With Power Automate, you don’t think of running a flow the same way as you do with Power
Apps. Instead, you perform the activity that triggers the flow to run.

When defining triggers, there are a few different types:


When something changes: On a schedule: On a button press:
These are triggers that run when You can set up a flow to be This trigger takes shape in many
data is changed. It could be a new triggered at a certain time of a day different ways. This can be when a
item created in SharePoint, a lead is and with a recurrence. This allows flow virtual button is run through
updated in Dynamics, or when an for workflows such as checking the mobile app, or a physical
event has been deleted from every day at 8 AM if there are button is clicked with 3rd party
Outlook for example account renewals pending and if options, or even when a button is
so, sending an email to the pressed inside of Power Apps. This
necessary people gives you that control to “run” a
flow on-demand
Scheduled flows

Scheduled flows can


run:
• Once a day, an hour, or a
minute
• On a date that you specify
• After a number of days,
hours, or minutes that you
specify
Button flows
Create a Flow using a button through the Power
Automate mobile app
Activity Feed
Browsing
Buttons
Managing Flows

How button flows are started


Buttons are flows that are started through a manual action.
Summary
 Microsoft Power Automate allows you to bring automation to your business processes. With a
different type of flow to cover different business processes plus the ability to connect to data
from hundreds of data source with a few clicks, Power Automate affords great flexibility. All it
takes to get started is knowledge of your business process.
 Power Automate is a web-based service for automating your business processes.
 Power Automate has different offerings to meet your needs. Event-driven flows, business
process flows, and desktop flows each have their own unique properties.
 Power Automate has hundreds of templates that combine actions and triggers from
connectors to create workflows useful for any business scenario.
 Automation can save your business time and energy spent on repetitive tasks and make your
business run more smoothly.
Get started with Power BI
Introduction
In this module, we will explore, understand and learn about:
 Introduction to Power BI
 Describe the business value and features of Power BI
 See how Power BI works and looks from the user’s perspective
 How to build a simple dashboard
 Learn to connect to data in Power BI desktop
 Transform and model the data you import
 Build basic visualizations
 Create and share a dashboard
 Discover how to collaborate in Power BI
What is Power BI?
Self-service platform that helps you discover, Visualizations are interactive and scalable
analyze and visualize data in order to share reports, based on collections of different data
and collaborate insights with your colleagues sources
What is Power BI? (2)
Power BI concepts

Capacities: Workspaces: Datasets: Data types:


Set of resources used to My workspace is for Collection of data you Analyzes all types of
host and deliver content personal use import or connect to data
Either shared or Workspaces are for Associated with
dedicated collaboration and workspaces
sharing

Shared Datasets: Reports: Dashboards:


Used to share optimized and One or more pages of Single canvas containing tiles
accurate data visualizations and widgets
Provides data consistency to Two modes: Reading view & Easy viewing and monitoring
organizations editing view
Template Apps

Definition
The new Power BI template apps
enable Power BI partners to
build Power BI apps with little or
no coding and deploy them to
any Power BI customer.
As a Power BI partner, you create
a set of out-of-the-box content
for your customers and publish it
yourself.
You can build template apps that
allow your customers to connect
within their own accounts.
Getting Data
• Excel files
• databases
• Azure data
• AppSource
• Dynamics 365
• SaaS providers
• Salesforce
• Facebook
• Google Analytics
• other SaaS services
Power BI Tools
 Desktop
 Mobile
 Service
Transform data to insights
Get dashboards in minutes
Natural language query
Quick Insights
Custom visualizations
Publish to the web
Integration with Microsoft apps & services
Power BI Mobile
Connect to all the data around you

• Connect to data in the cloud


and on-premises

• Shape, transform, and clean


data for analysis

• Join and model data from


multiple sources/types

• Extend with advanced


analytics technologies like R
One-click publish to Power BI

• Power BI Desktop
Publish button on the ribbon

• Excel
Publish to Power BI button
Customer case study – Miami Heat
 Miami HEAT boosts season ticket sales by 30% and saves
approximately $1 million on operations
How to build a simple dashboard

DEMO
Summary
 Power BI allows you to easily analyze, visualize, and collaborate on data. Now you can get
started leveraging these capabilities to make better business decisions.
 Power BI Desktop is a free application for PCs that lets you gather, transform, and visualize
your data.
 Power BI Desktop connects to many types of data sources, including local databases,
worksheets, and data on cloud services.
 Power BI simplifies collaboration and improves the outcome by allowing you and your
colleagues to work simultaneously on the same dashboards and reports
 Power BI service is built on Azure, Microsoft's cloud computing infrastructure and platform,
ensuring your data is secure and only accessible by authenticated users.
Get started with Power
Virtual Agents
Introduction
In this module, we will explore, understand and learn about:
 How to describe the business value of Power Virtual Agents
 The essential components that make up Power Virtual Agents and Chatbots
Power Virtual Agents and what can it do for you

Power Virtual Agents can Highlights of Power Virtual Agents


• Empower your teams • Get started in seconds

• Reduce costs • Empower your subject matter experts.

• Improve customer satisfaction • Enable rich, natural conversations.


• Enable chatbots to take action.
• Monitor and improve chatbot
performance.
• Better together.
Power Virtual Agents components - Topics

Topics
A topic defines how a chatbot conversation
plays out. You can:
• Author topics by customizing provided
templates
• Create new topics from scratch
• Get suggestions from existing help sites

Topic types
User Topics
System Topics
Power Virtual Agents components - Entities

Entities
An entity can be viewed as an information
unit that represents a certain type of a real-
world subject, like a phone number, zip code,
city, or even a person's name.

Entity types
Prebuilt entities
• Represents the most commonly used
information in real-word dialogs.
Custom entities
Power Virtual Agents components - Actions

Actions
Enable your chatbot to perform an action by
calling a Microsoft Power Automate flow.
You can:
• Call flows from within topics.
• Utilize flows that have already been
created in your Power Apps environment.
• Create a flow from within the Power
Virtual Agents authoring canvas.
Power Virtual Agents components - Publishing

Publishing
Publish chatbots to engage with your
customers on multiple platforms or channels.

Platforms or channels include:


• Websites
• Mobile app
• Facebook
• Microsoft Teams
• Skype
• Cortana
• Slack
• etc.
Create a simple PVA bot

DEMO
Summary
 Power Virtual Agents lets you create powerful AI-powered chatbots for a range of requests—
from providing simple answers to common questions to resolving issues requiring complex
conversations.
 Engage with customers and employees in multiple languages across websites, mobile apps,
Facebook, Microsoft Teams, and more.
 Subject matter experts can create chatbots without relying on data scientists.

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