This module establishes the functional consultant mindset: discovery, requirement capture, and mapping needs to Power Platform capabilities. Learners define solution scope, roles, and success criteria before building.

Lessons:

• Discovery planning and stakeholder engagement

• Requirement capture and user stories for low-code solutions

• Mapping requirements to Dataverse, apps, and automation components

• Solution design artifacts and acceptance criteria

• Quality considerations and delivery collaboration (solution architect, UX, admins)

Key Topics:

• Requirements-to-features traceability

• Functional consultant responsibilities and delivery workflows

• Use-case selection and solution boundaries

• Adoption readiness and documentation basics

Labs / Practical Exercises (if applicable):

• Produce a requirements-to-components mapping for a sample business scenario

This module focuses on building and maintaining a strong Dataverse foundation, including table design, relationships, and key platform settings that affect performance and usability.

Lessons:

• Creating and modifying tables (standard, activity, virtual)

• Designing columns (including rollup and formula) and table properties

• Implementing relationships and configuring cascading behaviors

• Configuring Dataverse search and managing the search index

• Auditing, duplicate detection, bulk deletion, and data import/export options

Key Topics:

• Data model design patterns for business solutions

• Relationship strategy and referential behaviors

• Search and governance-relevant Dataverse settings

• Data lifecycle operations (import/export, auditing, cleanup)

Labs / Practical Exercises (if applicable):

• Build a Dataverse data model with tables, columns, and relationships for a defined scenario

• Configure search, auditing, and duplicate detection for the solution

This module covers how to implement secure access aligned to organizational structures and least-privilege principles, enabling scalable and compliant adoption.

Lessons:

• Managing business units for organizational segmentation

• Creating and managing security roles

• Managing users, teams, and ownership models

• Implementing column security and hierarchy security

• Configuring Microsoft Entra ID group teams

Key Topics:

• Role-based access control in Dataverse

• Team-based access patterns and Entra alignment

• Data protection with column security

• Security design for scale and maintainability

Labs / Practical Exercises (if applicable):

• Design a security model and apply roles/teams for two user groups with different access needs

This module teaches learners to configure core model-driven experiences, including forms, views, navigation, and embedded content that supports efficient, role-based work.

Lessons:

• Creating and configuring multiple form types

• Using form designer controls and optimizing user experience

• Creating and configuring views aligned to job tasks

• Configuring custom pages for enhanced experiences

• Implementing modern commanding with Power Fx

• Embedding canvas apps and surfacing Power BI dashboards/reports within model-driven apps

Key Topics:

• Model-driven UX patterns and configuration approaches

• Forms, views, and task-based navigation

• Custom pages and modern command customization

• Embedded experiences and insights integration

Labs / Practical Exercises (if applicable):

• Configure a model-driven app with forms, views, and modern commanding for a scenario-based process

This module introduces canvas app structure and key concepts required for functional consultants to collaborate effectively, validate solution behavior, and ensure app-to-flow integration works as intended.

Lessons:

• Canvas app structure and core building blocks

• Navigation patterns and user journey design

• Formulas, variables, collections, and error handling fundamentals

• Calling Power Automate flows from canvas apps

• Managing user experience expectations and validation testing

Key Topics:

• Canvas architecture and interaction design

• Power Fx concepts for functional consultants

• App-to-flow integration patterns

• Error handling and maintainability considerations

Labs / Practical Exercises (if applicable):

• Validate a canvas app scenario and integrate a flow call for a transaction/approval step

This module focuses on implementing automation with the appropriate tool: cloud flows, business process flows, classic workflows, and low-code logic patterns used in Dataverse solutions.

Lessons:

• Cloud flow types, components, and when classic workflows are appropriate

• Connector components and integration behaviors

• Logic controls (branches, loops, conditions), variables, and error handling

• Expressions and dynamic content implementation

• Dataverse connector usage and flow troubleshooting

• Business process flow configuration (stages, steps, and table management)

• Classic Dataverse workflows configuration and troubleshooting

• Low-code logic: business rules, Power Fx functions/formulas, and low-code plug-ins

Key Topics:

• Automation selection framework

• Robust flow design and troubleshooting practices

• Business process orchestration patterns

• Low-code logic for data validation and business enforcement

Labs / Practical Exercises (if applicable):

• Build a cloud flow with conditions, error handling, and Dataverse actions

• Configure a business process flow for a multi-stage business process

This module covers the essentials of managing environments and solutions, including ALM fundamentals and common interoperability requirements that appear in real deployments.

Lessons:

• Using app checker and solution checker: purpose and scenarios

• Creating and managing Dataverse solutions

• Managed vs. unmanaged solutions: differences and deployment implications

• Importing/exporting solutions and release planning basics

• Environment strategy for development and governance alignment

• Configuring email integration (overview and considerations)

• Configuring SharePoint integration and document management options

• Working with Word templates for standardized outputs

Key Topics:

• ALM practices for Power Platform teams

• Solution packaging and deployment readiness

• Environment strategy and operational governance

• Integration patterns with Microsoft services (email, SharePoint, documents)

Labs / Practical Exercises (if applicable):

• Package a solution, export/import between environments, and document a basic release checklist

This applied module consolidates skills by implementing an end-to-end solution for a fictitious business scenario, reinforcing requirements traceability and solution quality.

Lessons:

• Scenario walkthrough: requirements, entities, and solution blueprint

• Dataverse configuration for the scenario solution

• App experience validation and user acceptance readiness

• Automation implementation and test strategy

• Deployment packaging and handover documentation

Key Topics:

• End-to-end solution assembly

• Traceability from requirements to delivered features

• Testing, troubleshooting, and adoption readiness

• Solution lifecycle and handover artifacts

Labs / Practical Exercises (if applicable):

• Build an end-to-end solution including a Dataverse database, a Power Apps canvas app, and Power Automate flows

• Package the solution and execute a basic deployment and validation plan