© 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.

Classified as Microsoft Confidential

Describe the business value of
Microsoft Power Platform
Learning Objectives • Microsoft Power Platform overview
Learning Objective: Microsoft Power Platform
overview
Introduction
In this learning objective, you will:
1. Learn the components and features of Power Platform
2. Learn the value of using Power Platform to create business
solutions
3. Learn how Power Platform can be leveraged with different
Microsoft products and services
Explore Microsoft Power Platform
Microsoft Power
Platform is composed Microsoft Power Platform
of four key products: The low code platform that spans Microsoft 365, Azure, Dynamics 365, and standalone apps.

 Power BI

 Power Apps
Power BI Power Apps Power Pages
 Power Automate
Power Automate
Business analytics App development Process automation External-facing websites

 Power Pages

AI Builder Dataverse
The business value of Power Platform
• Easily adapt to changing
workforce expectations by Citizen Power Apps
delivering custom, collaborative, Developer
feedback
digital experiences.

• Become more agile by quickly

building solutions based on
your organization’s rapidly-
End Users Professional
changing needs. Developer

• Reduce extra costs associated

with custom applications by Power Apps with
leveraging low-code/now-code Custom Functionality

tools.
Use Power Apps to build and consume solutions for
web and mobile
• 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-premises, and

cloud-based applications and
services.
Use Power BI to gain insights from your data
regardless of where it lives
• 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
backing of Microsoft Power Platform.
Use Power Pages to quickly create secure, low-code
business websites
• Easily build websites with
ready-to-use templates or create
customizable experiences. Design
your pages with text, video, imagery,
and business data
forms and lists.
• Give developers the ability to add
deeper functionality and capabilities
to websites with tools like Visual
Studio Code, GitHub, and Azure
DevOps.
• Mitigate security concerns around
website content through role-based
access controls and Microsoft Azure
compliance and governance
capabilities.
Put all your data to work with Microsoft Dataverse
• Jumpstart apps using a
standardized data model
with built-in business logic,
security and integration.
• 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.
The unmatched functional flexibility of the Power
Platform
Rich Mobile Embedded Secured Mixed Reality Power Analytics Microsoft Microsoft Microsoft Microsoft
Power Apps Power Web Experiences Virtual with Teams Project2 Dynamics 365
Apps Portals1 Agents 1 PowerBI 3652 Products

User Experiences

Power Automate Power Automate AI

Process Automation Microsoft Power Automate
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 3652 to Microsoft Azure2 Data Gateway 1 (CDS)1 Connectors
Including2
Improve productivity with Power Platform and
Microsoft 365
1 Automate document approvals in SharePoint.

2 Create smart invoice processing solutions based on incoming emails.

3 Streamline day-to-day activities with connectors for programs like Microsoft Excel and Outlook.

4 Improve daily employee productivity by automating repetitive tasks.

Create more collaborative solutions with Microsoft
Teams and Power Platform
• Inside Microsoft Teams,
create and share embedded
chatbots that can help users
find answers to questions.
• View and share Power BI
analytic reports with team
members without leaving
Microsoft Teams.
• Create and edit targeted
applications and workflows
in Microsoft Teams.
Improve customer engagement with Dynamics 365
and Power Platform
• Access the visualization
capabilities of Power BI reports
and analytics directly from within
Dynamics 365 apps.
• Create intelligent chatbots that
can be used to handle incoming
support requests across multiple
channels. Bot conversations can
be easily escalated to live agents
as needed.
• Use Power Pages to build
customer self-service portals that
connect directly to knowledge
articles in Dynamics 365 as well as
other data stored in Microsoft
Dataverse.
Build scalable enterprise solutions with Power
Platform and Azure services
• Extend the AI capabilities UX Reporting

provided in AI Builder with the

machine learning options Power Apps Teams Power BI

available in Azure to create

intelligent solutions. Coordinator

Azure Data

• Build applications that access App insights

User updates
Lake Storage

data in different Azure storage

solutions. Azure Bot Power
Automate
Azure Azure Event
Hubs
Custom APIs Service Cosmos DB

• Create custom APIs for

Airline system
Flights, times,

interaction with applications

Cancellations, gates

that can be easily consumed by

applications and automations Graph API Azure Storage Azure Functions Teams

built using Microsoft Power

Platform.
Streamline productivity with Copilot

• Simplify app creation by

describing the type of app
you want to build.
• Embed Copilot controls in
your applications to provide
users with an AI-powered
experience.
• Easily create flows by telling
Copilot what your flow
should do.
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

In this session, we:

 Explained what Microsoft Power Platform is.
 Described the business value of the Power Platform.
 Described the types of connectors available, as well as how they ‘re used in Power Platform.
 Explained the importance of Microsoft Dataverse for business solutions.
 Described how Power Platform works together with Microsoft 365 apps and services.
 Described the different options available for leveraging Power Platform and Microsoft Teams.
 Described how Power Platform works with Dynamics 365.
 Described how Power Platform solutions can consume Azure Services.
 Described how Copilot can be used to increase productivity.
 Explained how Power Platform apps can be used together to create solutions.
Identify foundational components
of Power Platform
 • Power Platform administration and security
Learning Objectives • Microsoft Dataverse

• Power Platform data connectors

Learning Objective: Power Platform
administration and security
Environments in Dataverse

Dev Environment Dev Environment Dev Environment

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

Seahorse International (tenant)

Data loss prevention, compliance, privacy, and
accessibility
Data loss prevention policies Compliance and data privacy: Accessibility in Microsoft Power
(DLP): Microsoft is committed to the Platform:
These can be scoped at the highest levels of trust, Microsoft Power Platform is
environment level or tenant level, transparency, standards accessible and inclusive to every
offering flexibility to craft sensible conformance, and regulatory kind of user, all over the world.
policies that strike the right compliance. An accessible canvas app will
balance between protection and • Data protection allow users with vision, hearing,
productivity. and other impairments to
• Resources to manage GDPR
compliance successfully use the app.
Power Platform admin center
Settings are grouped into the following broad categories and
are accessible by selecting the link on the left side of the
portal, as shown here.
 Environments – This section lists all instances of
Dataverse.
 Analytics – See how resources are being used in your
environment.
 Resources – View and assign capacity to your
environment.
 Data integration – This section lets you create or add
predefined connections and monitor them 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 in to or out of Dataverse tables.
Learning Objective: Microsoft Dataverse
 i o n
t
gra
Overview of Dataverse
Dataverse: Int
e

What’s in the box? a ge

S tor
Relational
databases Eventing

ata
D
Catalog Files and
and discovery blobs

g ic
Lo Log files
Webhooks
Jobs
Modelling

t y
uri Reporting Semi-structured

Sec Calculated &

Business
Rules
data

Rollup columns
Authentication
Data Search and

API Authorization
Plugins
Duplicate
Detection
validation Find data
Data export

Common Data
Model Data lake
Auditing Workflows
Overview of Microsoft Dataverse

Dataverse Common Data Model

• Database storing a set of standard • Set of open-sourced, standardized,
and custom data structures called extensible data tables and
tables. relationships.
‒ Part of the Open Data Initiative.
Dataverse implements the Common Data Model
CDM SCHEMA

Core CRM
SALES SERVICE SOLUTIONS
App App App
Account Account Competitor Case MARKETING
1 2 N
Account
Activity Appointment Discount Discount
Education
Contact Campaign Contact
Invoice Contact

Currency Contact Event

Opportunity Resource
Email Lead
Order Service Marketing
Goal email
Marketing list
Order product Scheduling group
Letter Phone call Marketing page
Quote Task
Note Social activity …

Common Data Model

… …
Owner … Automotive Healthcare
Organization

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

Web interactions Job position Practitioner Encounter Procedure

Web page Worker Device Episode of care …

… … Care plan
Nonprofit Financial services
Data Data
Data source N
ACCOUNT
Description: Business that
ATTRIBUTES
• Account number • Credit limit • Territory id
source1 source2
represents a customer or • Account rating Code • Open deals • Hotel group
a potential customer • Created on • Open revenue

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

Types of tables Columns

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

1 Relationships represent the way that tables are connected

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

Many-to-many relationships:
3 Example: A contact can attend multiple events; an event might have many contacts who attend
Business rules

Business rules allow for the application of Usually defined for a table and apply to Examples of business rule uses:
business logic at the data layer instead of all forms, but can also be defined for a Set column values
the app layer. specific model-driven form. Clear column values
Validate data and show error messages.
Learning Objective: Power Platform data
connectors
Data connectors

Connectors are available for use in Custom connectors:

multiple products: • An advantage of building custom connectors
• Power Automate is that they can be used in different
platforms, such as Power Apps, Power
• Power Apps
Automate, and Azure Logic Apps.
• Logic Apps
• This allows you to extend an app by calling a
publicly available API, or a custom API you're
hosting in a cloud provider, such as Azure.
• You create custom connectors using three
different approaches:
‒ Using a blank custom connector.
‒ From an OpenAPI definition.
‒ From a Postman collection.
Demo Data modeling
Summary

In this session, we:

 Explained the different Power Platform administrative experiences available.
 Described security and governance in Power Platform.
 Described Microsoft Dataverse and how it’s used to create business solutions.
 Explained what Power Platform connectors are and why they matter.
 Explored Outlook integration.
Get started with Power Apps
 • Introduction to Power Apps
Learning Objectives • How to build a canvas app

• How to build a model-driven app

Learning Objective: Introduction to Power Apps
Introduction
In this learning objective, you will:
1. Learn what Power Apps is and the business value it creates
2. Learn how one of the world’s largest airports is digitizing its processes using
Power Apps
3. 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

1 Low/no-code platform for building apps

Work with data where it lives

2
Types of Power Apps:
Canvas apps: Build from a blank canvas
3
Model-driven apps: Build from data in Microsoft Dataverse

Add AI to your app with no code

4 The prediction model: Use AI Builder to create a model that can predict a yes or no answer based on
historical data
Canvas apps
• These offer 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 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
complete flexibility when you build
apps.
Model-driven apps
Power Apps and what it can do for you (continued)

Security and administration: Driving business value:

• To manage security for Power Apps, you • Users can easily build apps
access admin.powerplatform.com/. • Power Apps allows even the most entry-level
• Power Apps also has its own set of PowerShell users to reduce paperwork, increase process
cmdlets for app creators, administrators, and efficiency, and ensure a single source of truth
developers that allow you to automate many
administrative duties.
Customer case study: Heathrow Airport

 76,000 workers and 200,000

travelers in a single day.
 Empowered front-line
workers to build apps and
solve problems.
 Samit Saini: Former security
worker turned app maker.
 Created an app that held
security information translated
into dozens of different
languages.
Learning Objective: How to build a canvas app
Introduction
In this learning objective, you will:
1. Learn the basic elements of Power Apps
2. Exercise: Build a canvas app
3. Customize elements of your app
4. Configure and manage app settings
Learn basic elements
Power Apps Studio Interface you use to build your app

App format Mobile or tablet

Galleries Display rows from a table of data

Forms Display details from a specific table row

Input controls Text inputs, buttons, dropdowns, toggles, and more

Intelligent controls Rich controls for more advanced operations

Functions Glue that binds all the controls, inputs and data sources
Power Apps Studio
App format
Templates
Forms
Input controls
Intelligent controls
Functions

Formulas combine many elements. Listed below

are:
 Functions take parameters, complete an operation, and
return a value. For example, Sqrt(25) returns 5.
Functions are modeled after Microsoft Excel functions.
Some 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 predefined constant value. For
example, Color is an enumeration that has predefined
values for Color.Red, Color.Blue, and so on. 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.
Demo Build a canvas app
Share an app

Prepare to share an app: Permissions:

• Save the app. • Users and contributors need permissions to
• Click “Share”. any data connects and gateways that a shared
app uses.
• Specify users or groups.
• Some permissions are implicit; others must be
• Consider security groups.
explicitly granted.
Learning Objective: How to build a model-
driven app
Introduction
In this learning objective, you will:
1. Learn what model-driven apps are and how they differ from canvas apps
2. Learn the building blocks of model-driven apps
3. Learn how to create and design model-driven apps
4. 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. 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.

© Copyright Microsoft Corporation. All rights reserved.

Building blocks of model-driven apps

 Data  User interface  Logic  Visualization

 Tables  App  Business process  Charts
flows
 Columns  Site map  Dashboards
 Workflows
 Relationships  Forms  Embedded Power BI
 Actions
 Views
 Business rules

 Flows
Design of model-driven apps
Demo Build a model-driven app
Summary

In this session, we:

 Described what Power Apps is and the business value it provides.
 Explained use cases for, and the capabilities of, canvas apps.
 Explained use cases for, and the capabilities of, model-driven apps.
 Differentiated between canvas apps and model-driven apps.
 Built a basic canvas app.
 Built a basic model-driven app.
Get started with Power Automate
 • Power Automate overview
Learning Objectives
• How to build an automated solution
Learning Objective: Power Automate overview
Introduction
In this learning objective, you will:
1. Learn the business value and features of Power Automate
2. See how Power Automate works and looks from a user’s
perspective
The value of Power Automate
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, secure Accelerated Intelligent

at scale integration productivity automation
Efficiently scale Securely integrate Accelerate productivity Increase efficiency
automation across your automation at and focus on more through automated
organization every level strategic work workflows with the power
of AI
Allow everybody in your Confidently enable end users Minimize repetitive, manual,
organization to automate to build automated workflows time-consuming tasks and Streamline how you work by
workflows using their favorite in a secure, compliant manner. create more time for your combining the power of AI
on-premises and cloud-based Focus your skilled IT resources teams to focus on strategic with automated workflows and
apps and services. From end on more complex, strategic work with easy-to-use low/no- business processes.
users to professional work. code tools, templates, and
developers, and IT. connectors.
Example: A purchase order approval
Approvals are a great process to build
in Power Automate. They are often
defined yet manual.
A user starts the process by going into a Power
Apps app and creating a purchase order request.
After 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 it 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 might be automatically retrieved from
Azure AD, avoiding a prompt for duplicate
information.
Example: A purchase order approval – Continued
After the manager receives the approval and
signs it off, the flow can provide conditional
logic. For example, this might occur when a
purchase order request is greater than
$10,000, so it should be sent to the VP for
approval. For lesser amounts, there could be
automatic approval of the purchase order.
Here’s 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 – Here are the
three types:

• Cloud flows (API)

– Instant
– Automated
– Scheduled
• Business process flows
(BPM)
• Desktop flows (RPA)
Customer case study: TruGreen
Learning Objective: How to build an automated
solution
Introduction
In this learning objective, you will:
1. Create a flow from a template
2. Create a recurring flow on a schedule
3. Create a flow triggered by a button
4. Understand business process flows
Create a flow from a template

 Search using keywords for relevant templates.  Example template: Create a flow to save email
attachments to OneDrive for Business.
Important concepts in Power Automate

Keep these concepts in mind Some examples of types of

when building flows: actions you can have in a flow
• Every flow has two main parts: include:
• A trigger • Loops
• One or more actions
• Switch
• Think of the trigger as the starting action for
the flow. Actions are what you want to • Do until
happen when a trigger is invoked. • Apply to each
• Expressions
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 do 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 triggered This trigger takes shape in many
data is changed. It could be a new at a certain time of day and with a different ways. This can be when a
item created in SharePoint, a lead recurrence. This allows for workflows flow virtual button is run through
updated in Dynamics, or when an such as checking every day at 8.00 the mobile app, or a physical button
event has been deleted from AM if there are account renewals is clicked with third-party options, or
Outlook, for example. pending and, if so, sending an email even when a button is pressed inside
to the necessary people. Power Apps. This gives you 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
Desktop flows
Used to automate
repetitive tasks
where no predefined
APIs are available.

Two primary types:

 UI automation
 Web automation
Demo Build an automated solution
Summary

In this session, we:

 Described the capabilities of Power Automate.
 Identified the different Power Automate apps and when to use them.
 Explained the components that make up a cloud flow.
 Described how Power Automate can be used with other Microsoft technologies.
 Built a basic cloud flow.
 Built a basic desktop flow.
 Described the business value provided by Power Automate
Get started with other Power
Platform solutions, including Power
BI and Power Pages
 • Learn how to describe the business value
and features of Power BI

• Build a basic dashboard in Power BI

Learning Objectives • Learn how to describe the business value

and features of Power Pages

• Learn how to describe the business value

and features of AI Builder
Learning Objective: Learn how to describe the
business value and features of Power BI
Introduction
In this learning objective, you will:
1. Describe the business value and features of Power BI
2. See how Power BI works and looks from the user’s perspective
What is Power BI?

 Self-service platform that helps you discover, analyze  Visualizations are interactive and scalable reports,
and visualize data so you can share and collaborate based on collections of different data sources.
insights with colleagues.
Power BI tools

• Desktop
• Mobile
• Service
Power BI elements
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 data.
host and deliver content. personal use. import or connect to.
Either shared or Workspaces are for Associated with
dedicated. collaboration and workspaces.
sharing.

Shared datasets: Reports: Dashboards: Template apps:

Used to share optimized One or more pages of Single canvas containing Prebuilt partner apps that
and accurate data. visualizations. tiles and widgets. can be easily deployed,
with little or no coding,
Provides data consistency Two modes: Reading Easy viewing and to any Power BI customer.
to organizations. view and editing view. monitoring.
Getting data

• Excel files
• Databases
• Azure data
• AppSource
• Dynamics 365
• SaaS providers
– Salesforce
– Facebook
– Google Analytics
– Other SaaS services
Transform data to insights

Get your data

Analyze

Visualize

Publish

Collaborate
AI insights

abc
Customer case study – Miami Heat
Miami Heat boosts season ticket sales by 30% and saves approximately $1 million on operations
Learning Objective: Build a basic dashboard in
Power BI
Build a dashboard

Use the instructions from the following list:

Objectives of this exercise are:

• Prepare your data.
• Build a report/visualize data.
• Pin visuals to a dashboard.
• Collaborate and share.
Connect to data
Visualize data

Drag field names from the

Fields pane and drop into a
report canvas.

In the Visualizations pane,

select the type of visualization
you want to create.
Build a dashboard

Dashboard: Pin visuals from reports to create dashboards.

One-page visualization created from within Power BI
service (online).
Collaborate and share

Tip:
If you’re unable to share with a colleague, you may need to check the licensing for both of you.
Demo Build a simple dashboard
Learning Objective: Learn how to describe the
business value and features of Power Pages
Power Pages and what can it do for you

Power pages can Highlights of Power Pages

• Improve customer interactions. • Easy to use design studio.
• Simplify data operations. • Easy to use templates to get started.
• Improve day-to-day operations. • Develop with pro tools.
• Build relationships. • Ensure security and governance.
• Better together.
Power Pages design site

Four primary design

workspaces
 Pages workspace
 Styling workspace
 Data workspace
 Setup workspace
Connecting to Dataverse data
From within Power Pages
 Create new Dataverse tables.
 Edit existing Dataverse tables.
 Build and edit Dataverse forms and
views.
Dataverse form and views
 Display list of records.
 Display data for individual record.
 Create and edit forms for records.
Role-based security ensures there’s no
unauthorized access to Dataverse data.
Learning Objective: Learn how to describe the
business value and features of AI Builder
Add AI to your app with no code
 Power Apps has “democratized” AI 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.
 Choose from prebuilt or create custom models:

Prebuilt Custom
• Business card reader • Key phrase extraction • Prediction
• Category classification • Language detection • Category classification
• Entity extraction • Receipt processing • Entity extraction
• ID reader • Sentiment analysis • Object detection
• Invoice processing • Text recognition • Document processing
• Text translation • Bring your own
Summary

In this session, we:

 Described the business value and features of Power BI.
 Explained the different components that make up Power BI.
 Described how to clean and transform data.
 Described how AI Insights help detect anomalies and spot trends.
 Built a basic dashboard.
 Described how to consume Power BI reports and dashboards.
 Described the capabilities of Power Pages and the business value it provides.
 Examined the process for building a basic site.
 Described the capabilities of AI Builder and the business value it provides.