PL‐900 ‐ MS Power Platform Fundamentals - gobeltri/wiki GitHub Wiki

https://learn.microsoft.com/en-us/credentials/certifications/power-platform-fundamentals/?practice-assessment-type=certification

Describe the business value of the Microsoft Power Platform - 26.11.24

  • GPT: Generative Pretrained Transformers
  • Managed Environments are selected, secure, and isolated environments within Power Platform. Managed Environments allow organizations to build, test, and deploy applications while maintaining control over data and resources.
  • Dynamics 365: set of intelligent business applications that help organizations run their entire business and deliver greater results through predictive, AI-driven insights.
    • ERP: Enterprise Resource Planning
    • Customer Service.

Identify foundational concepts of Microsoft Power Platform - 26.11.24

  • Each environment allows you to providsion one MS Dataverse database. Each env is created under a MS Azure Active Directory (Azure AD) tenant. Env is also bound to geographic location. DB and any items are created in that geo location.
    • Env: dev, test, prod.
  • Power Platform Admin Center
    • Https://admin.powerplatform.microsoft.com
  • Maker portals - Power Apps, Power BI, Power Pages, Copilot Studio.
  • Managed environments - suite of premium level capabilities admins can use to manage Power Platform at scale.
    • Limit sharing, weekly usage insights to your mailbox, data policies, pipelines in Power Platform, solution checker.
  • PP Security and Governance
    • Microsoft Online Services Terms, Microsoft Enterprise Privacy Statetement.
    • Microsoft Trus Center.
    • Security Development Lifecycle (SDL).
  • Data Loss Prevention (DLP) Policies to help prevent users from unintentionally exposing organizational data. DLP Policies can be defined at the environment or tenant level.
    • Connectors: Busciness, Non-Business, Blocked. By default they are configured as Non-Business.
    • Configuratble in MPP admin center.
  • Data protection - TLS (Transport Security Layer)
  • Accesibility - vision, hearing...
  • MS Dataverse
    • Different from traditional databases - besides tables, it incorporates security, logic, data and storage into a central point.
    • Behind the scenes, it powers many MS Dynamics 365 solutions.
    • Categories: Security (authentication...), Logic, Data (report on your data), Storage (physical data in Azure cloud), Integration
    • Scalability: tables can hold millions of items and you can extend storage in each instance to 4 TB. Amount of data available in your instance is based on the number and type of licenses. Incremental storage can be purchased above standard licensing.
    • Common Data Model is the baseis of MS Dataverse database and uses a Common Data Model schema. Standard tables of the solution are the same.
    • Types of tables: Standard (out-of-the-box, customizable), Managed (non-customizable and imported as part of a managed solution), Custom (unmanaged tables imported from unmanaged solution or new tables created in Dataverse environment).
    • Columns: have data types.
    • Relationships: relational databases. Two more common: One-to-many, many-to-many. https://learn.microsoft.com/en-us/power-apps/maker/data-platform/create-edit-entity-relationships
    • Business logic: business rules (defined at data layer). i.e. required field.
    • Dataflows: ingest, transform and load data into MS Dataverse enironments, Power BI workspaces or your org's Azure Data Lake Storage account. created using Power Query (i.e. Excel and Power BI). Trigger dataflows to run either on demand or automatically on a schedule.
    • Common Data Model: Microsoft's Common Data Model, extensive metadata system. Instead of building a new data model for your app, you can use the table definitions available to you. Common Data Model definitions are open and available. MS continues to extend the Common Data Model in collaboration with many partners and SMEs > Industry accelerators (Automotive, Banking, Healthcare, Higher education, Non-profit).
  • Power Platform connectors
    • Data Sources: tabular data (structured table format - Dataverse, Sharepoint, SQL server) vs Function-based data (uses functions to interact with data source).
    • Connectors are bridges from data source to your app, workflow or dashboard.
    • Power Platform has more than 1000 connectors available to common data sources.
    • Standard connectors (Sharepoint, Outlook, Youtoube, Github, Google Drive...)
    • Premium connectors (require licensing - SQL Server, Survey Monkey, Mailchimp). Standard comes with your M365 subscription. Premium when you have the appropliate standalone plans (Power Apps per user plan or Power Automate per user plan)
    • Custom connectors - you can build custom connectors. Sending information back and forth acrosss APIs. Connectors are function-based. Required Power Apps per app or per user plan.
      • Using a blank custom connector
      • Using an OpenAPI definition.
    • Triggers (in Power Automate only and prompt a flow to begin, time based, action based).
    • Actions - in Power Automate and Power Apps. Allows interaction with data source by some function.

Describe how to build applications with Microsoft Power Apps - 26.11.24

  • Canvas applications
    • Task or screen focused
    • Custom UI, Device integration, easily embeddable
  • Model driven apps
    • Always built from data in Dataverse.
    • Back office / process focused
    • Responsive / consistent UI, user personalization, data relationship navigation, security trimming of UI.
  • Play creating a Canvas App with data source an excel file stored in OneDrive for Business.
    • Power Apps components: Power apps studio, App format (tablet/mobile), Connectors, Galleries, Forms, Input controls, Intelligent Controls, Functions, Responsive Containers, Copilot in Power Apps, App Creation.
  • Model-driven apps
    • Data components: Table, Column, Relationship and Choice.
    • User inteface components: App, Site Map, Form, View.
    • Logic components: Business Process Flow, Business rule, Flows
    • Visualization: Chart, Dashboard, Embedded Power BI
    • App designer: Building model-driven apps
    • New content in application: Dataverse table, Dashboard, Navigation link, Web resource (developers), Custom page (canvas).
    • Testing application: Play
    • Coauthoring: collaborate in real time when building model-driven apps
    • Copilot in model-driven apps: ask questions about their data, provide suggestions to help filling out forms.

Describe building automation with MS Power Automate - 27.11.24

  • Flows:

    • Business process flows - model-driven apps

      • Sales Process, Case Resolution, Event Planning, Selling a home.

    • Cloud flows - triggers and actions

      • Connectors (+1000 prebuilt)
        • MS Sharepoint, Outlook.com (personal email), Office 365 Outlook (business), MS Forms, MS Teams..
      • Automated flows (event based), instant flows (click), scheduled
      • Copilot: help building flows, help debugging

    • Desktop flows - RPA. Record actions on your desktop or within a web browser, then trigger a flow to perform the process for you. You can pass data in or get data out of the process. Can be triggered manually or from a cloud flow.

      • Add steps or record.
      • Test: Run button
  • Applications:
    • Power Automate Portal - make.powerautomate.com
    • Power Automate Mobile
    • Power Automate Desktop
  • Power Apps in Teams, that use Dataverse for Teams.
  • Process mining - helps identify bottlenecks and inefficiencies in processes
    • Templates: Azure templates (Azure DevOps, Logic Apps, Durable functions), Finance and operations templates, Power Platform templates.
  • Example of value you want and desired output

Describe the capabilities of Power BI - 27.11.24

  • Modalities: Power BI Windows desktop app, Power BI service (SaaS) and Mobile app
  • Power BI elements:
    • Capacities - set of resources to host and deliver your Power BI content
      • Shared - default option
      • Dedicated - requires subscription
    • Workspaces - containers for dashboards, reports, datasets and dataflows
      • My workspace
      • Workspaces - all members require Power BI Pro license
      • An app is a collection of dashboards and reports built to deliver key metrics to the Power BI consumers in your organization. Apps are interactive, but consumers can't edit them. App consumers do not need Pro licenses.
    • Semantic models - collection of data that you import or connet to.
    • Reports - one or more pages of visualizations.
    • Dashboards - single canvas that contains 0-n widgets.
    • Template Apps - enable Power BI partners to build Power BI apps with little or no codeing and deploy them to any Power BI customer.
  • Cleaning and transforming data in Power BI Desktop.
    • 3 views: Report view (queries by compelling visualizations), Data view (data model format, add measures, create columns...), Model view (graphical representation of relationships and manage/modify).
    • Power Query Editor. Also clicking on Transform Data icon.
  • Power BI's insights feature
    • Works out-of-the-box on any report
    • Insights for: reports, individiual visuals, dahsboard tiles, datasets, data models in Power Query (pretrained ML models from Azure Cognitive Services).
    • 3 types of insights: anomalies (significant, recent or summary), trends (long, steep, recent, reversal), KPI analysis (current value against defined target).

Demonstrate the capabilities of Microsoft Power Pages - 27.11.24

  • Creating, hosting, and administering modern external-facing business websites.
  • Based on Bootstrap
  • Makers can collaborate with pro developers in fusion teams to extend the functionality using Visual Studio Code and the Power Platform Command-Line Interface (CLI) to create powerful business application websites.
  • Steps
    • Create a website (templates: Government, Education, Financial). Up to 15-30 minutes.
    • Use design studio. Broken down into workspaces (Pages, Styling, Data, Set up).
    • Create Pages (templates or custom layouts).
    • Brand your site
    • Connecting to data. Makers can create and modify Dataverse tables directly in design studio by using Data workspace.
    • Securing your site
  • Copilot - create new site or amend an existing site.
    • Create relevant website copy and provide image suggestions for a webpage.
    • Retrieve protected website content for authenticated users and public website content for anonymous users.
    • Create forms and Dataverse tables.

Describe the AI authoring experience in Power Platform - 27.11.24

  • Components: Topics, Entities, Actions, Generative AI, Publishing
  • AI Builder

Practice exam - 03.12.2024

  • FAIL 60% > https://learn.microsoft.com/en-us/credentials/certifications/power-platform-fundamentals/practice/results?assessmentId=34&practice-assessment-type=certification&snapshotId=bfa97c62-6190-49ae-b286-6363b5417218
  • Power BI Business Q&A - ask a question using natural language.
  • A Power BI report or dashboard can be embedded inside a Power Apps portal
  • Power Automate flows: instant (click on mobile), automated (events), scheduled
  • Environments
    • Sandbox: dev/test, separate from prod, can be shared with any user in the MS Entra ID tenant to which environment is associated.
    • Trial: maximum of 30 days and limited to single user
    • MS Dataverse for Teams: restricted to users who are members of the team.
    • Default: it cannot be backuped.
  • Prevent external leak of corporate data > Data policies (preventing connection to 2 different data sources). - DLP: Data loss prevention policies.
  • Model-driven apps - user acess >> Dataverse security group, and not M365 security group.
  • No company data can be used with Third party connectors >> Data loss prevention policy
  • Microsoft Dataverse vs MS Dataverse for Teams: unique features of former are auditing, multiple business units, multiple currency support and mobile offline. Both support the file and image data type, integration with Power Automate cloud flows and relational storage. - https://learn.microsoft.com/en-us/power-apps/teams/data-platform-compare
  • Dataverse - Lookup is the same as foreign key in a RelDB.
  • Column types in Dataverse: Choice, Choices, Yes/No,
  • Power BI service unique features: Dashboards, Workspaces
  • Power BI desktop unique features: Measures
  • Both Power BI features: Reports, Visualizations
  • Power BI visualizations: Line chart, Map, Combo charts, Decomposition tree, KPIs... https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-types-for-reports-and-q-and-a
  • Power BI row count measure: Y-axis
  • Power BI dashboard for mobiles apps: Edit phone view
  • Power BI dashboard : pin visualizations or use the Q&A question box (allows asking questions on data and also generate visualiations that can be pinned to the dashboard).
  • Print in Power Apps a currency value: Text("Currency value", “$#, ###0.00”))
  • Allow suppliers to register themselves >> Portal app, not canvas
  • Power FX - Collections are sometimes used to hold global variables or make a temporary copy of a data source
  • A canvas app has a minimum of one screen. A screen is a container of other controls: Gallery, List box, dropdown, combo box, radio buttons
  • Model-driven apps adjust UI automatically in response to device changes in orientation or screen resolution. Can embed Power BI dashboards. Guide users by using business process flows.
  • Power Automate - modify a cloud flow: never from Power Automate Desktop. But you can from Power Automate mobile app.
  • Desktop flows: RPAs
  • Power Pages: caputuring data from customers
  • Power Pages templates: Scenario-based, Site design. Dynamics 365 templates require the corresponding Dynamics 365 app to be installed in the environment.
  • Share Dataverse data with external users: list, form. Not text
  • Copilot studio understanding NL phrases: custom entities!
  • AI Builder: sentiment analysis, text recognition, language detection

Practice exam 2 - 03.12.2024

  • PASS 78% - https://learn.microsoft.com/en-us/credentials/certifications/power-platform-fundamentals/practice/results?assessmentId=34&practice-assessment-type=certification&snapshotId=0e65b995-3fd9-4bd6-9dbe-cc198b4d19c5

  • AI Builder - When a model is published, the model is available only to the maker unless it is explicitly shared with other users. Training or publishing a model does not make it available for users.

  • Canvas apps can embed individual tiles from Power BI dashboard but not entire dashboards. Model-drivel apps can add a Power BI dashboard.

  • Model-driven apps - Subarea in sitemap can be used to show tables/ dashboards/custom pages. You can add multiple subareas to a group. A group in Sitemap cannot be linked to show a table. Area can have multiple groups and each group can have multiple subareas. An area cannot be used to show a table. Area > Group > Subarea > tables..

  • Model-driven apps - The view designer allows you to select the columns from the table to be shown and define the filter criteria for the rows to be shown in the view. The view designer also allows you to specify the sorting behavior of the rows in the view. The app designer determines which view is included in the app, not the view designer. All views can be filtered by the user in a model-driven app.

  • Power Platform environments - The developer environment type is intended to be used by its owner and is available as long as it is actively used. The default environment type is automatically provisioned by the system and cannot be created for single users.

  • Power BI - There is a template app available in the Power BI Apps marketplace for GitHub that contains prebuilt visualizations on repository usage including commits and pull requests. GitHub repositories contain source code for building applications.

  • Power BI reports - A report can be tied to a single data set and have multiple pages.

  • Dataverse out-of-the-box tables - Several standard tables, also known as out-of-the-box tables, are included with a Microsoft Dataverse environment. The Currency table is one of those tables. An activity table holds the type of information for which an entry can be made on a calendar. The Currency table is not an activity table. Custom tables are unmanaged tables that were created directly in the Microsoft Dataverse environment.

  • Custom connectors - The Premium HTTP connector and a custom connector can fetch data from a custom API.

  • Approvals cloud flow - Microsoft Teams has an Approvals app that displays approvals and their status. The Power Automate portal displays approvals and their status under the Action Items menu

  • Power automate cloud flow - You can configure the run after option to execute an action if the flow step has failed. If a step fails, the condition after that shall never be reached. The retry policy determines the number of times the flow will attempt a step if it fails.

Practice exam 3 - 04.12.2024

  • PASS 94% - https://learn.microsoft.com/en-us/credentials/certifications/power-platform-fundamentals/practice/results?assessmentId=34&practice-assessment-type=certification&snapshotId=1ca60dc7-91ad-4832-8ae8-aa91338bed6a

  • AI Builder - Choose an AI model type. > Connect data. > Tailor your AI model. > Train your AI model. > Use insights from your AI model. When you tailor your model, you can adjust your model based on your needs. Training happens automatically. Using insights from your AI model is where you can use insights from your model to adjust it to perform better. Adjusting your AI model type is not a part of the life cycle, nor is resolving model type issues.

  • DLP policies allow classifying connectors as business, non-business, and blocked.

  • Power BI - The Modeling view allows viewing a diagram of available tables and their relationships with each other.

  • Power BI Desktop - Creating a new column inside the model is a way to add a calculated column.

  • Power BI Desktop - From the data section, you can use the manage relationships option to create a relationship between two tables. From the model section in Power BI Desktop, a relationship can be created by using the Manage relationship option.

  • Model-driven app - You need to add the contact job titles in the list of contacts that is displayed in the account form. The contact view that is displayed in the account form needs to be modified to include the contact’s job title. The account form is used to display the list of contacts (view) but doesn’t define which columns appear in it.