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Microsoft Power Platform Functional Consultant: PL-200 Exam Guide: Learn how to customize and configure Microsoft Power Platform and prepare for the PL-200 exam

by Julian Sharp (Author)
4.4 4.4 out of 5 stars 54 ratings
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Get up to speed with expert tips, techniques, and the latest insights to confidently take the PL-200 exam

Key Features

  • Learn effectively with the help of self-assessment questions, mock tests, and detailed explanations in this up-to-date study guide
  • Address the challenges faced by a functional consultant in day-to-day activities
  • Understand how to configure, customize, and implement solutions based on Power Platform

Book Description

The Power Platform Functional Consultant Associate (PL-200) exam tests and validates the practical skills of Power Platform users who are proficient in developing solutions by combining the tools in Power Platform and the Microsoft 365 ecosystem based on business needs.

This certification guide offers complete, up-to-date coverage of the PL-200 exam so you can prepare effectively for the exam. Written in a clear, succinct way with self-assessment questions, exam tips, and mock exams with detailed explanations of solutions, this book covers common day-to-day activities involved in configuring Power Platform, such as managing entities, creating apps, implementing security, and managing system change.

You'll also explore the role of a functional consultant in creating a data model in the Microsoft Dataverse (formerly Common Data Service). Moving ahead, you'll learn how to design the user experience and even build model-driven and canvas apps. As you progress, the book will show you how to manage automation and create chatbots. Finally, you'll understand how to display your data with Power BI and integrate Power Platform with Microsoft 365 and Microsoft Teams.

By the end of this book, you'll be well-versed with the essential concepts and techniques required to prepare for the PL-200 certification exam.

What you will learn

  • Understand how to build apps that meet customer needs
  • Extend the schema for Dataverse with entities, fields, and relationships
  • Create and configure automations to simplify user activities
  • Explore various security features in Power Platform and learn how to implement them
  • Use multiple data sources to create task- or role-based web and mobile applications for users
  • Automate business processes and enhance the user experience with Power Automate and UI Flows
  • Integrate various applications within the Microsoft ecosystem with Power Platform

Who this book is for

This book is for functional consultants and business analysts who are involved in implementing solutions based on Power Platform or Dynamics 365. As the PL-200 exam is a pre-requisite for other role-based certifications in Power Platform and Microsoft Dynamics 365, individuals pursuing their careers in these domains will also find this book helpful. Basic knowledge of Power Platform and access to a Power Platform environment are required to get started with this book.

Table of Contents

  1. PL-200 Exam
  2. Power Platform
  3. Data modelling
  4. Business Rules
  5. Classic workflows
  6. Managing Data
  7. Common Data Service settings
  8. Security
  9. Model-driven apps
  10. Canvas apps
  11. Portal apps
  12. Power Automate
  13. Business Process Flows
  14. UI Flows
  15. Creating Chatbots
  16. Configuring Chatbots
  17. Power BI
  18. AI Builder
  19. Microsoft 365 integration
  20. Application Lifecycle Management
  21. Tips and Tricks
  22. Practice Test 1
  23. Answers to Practice Test 1
  24. Practice Test 2
  25. Answers to Practice Test 2
Read more Read less
Previous page
  1. ISBN-10
    1838985689
  2. ISBN-13
    978-1838985684
  3. Publisher
    Packt Publishing
  4. Publication date
    December 4, 2020
  5. Language
    English
  6. Dimensions
    9.25 x 7.5 x 1.33 inches
  7. Print length
    648 pages
  8. See all details
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Editorial Reviews

About the Author

Julian Sharp is a Dynamics 365 solutions architect, trainer, and Microsoft Business Applications MVP. He completed his MA at the University of Cambridge. He worked for Vigence for 20 years, with the last 16 years focused on Dynamics CRM/365, before founding Ready 365 to focus on training. Prior to Dynamics, he worked with both the Siebel CRM and on systems for contact centers.

He has spoken at Microsoft Ignite and many other events. For the past 13 years, he has been an MCT delivering certification training around Dynamics 365, Azure, and the Power Platform. He has developed courseware for Dynamics 365 certification training and taught thousands of students with a high pass rate.

Product details

  • Publisher ‏ : ‎ Packt Publishing (December 4, 2020)
  • Language ‏ : ‎ English
  • Paperback ‏ : ‎ 648 pages
  • ISBN-10 ‏ : ‎ 1838985689
  • ISBN-13 ‏ : ‎ 978-1838985684
  • Item Weight ‏ : ‎ 2.44 pounds
  • Dimensions ‏ : ‎ 9.25 x 7.5 x 1.33 inches
  • Customer Reviews:
    4.4 4.4 out of 5 stars 54 ratings

About the author

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Julian Sharp

Julian Sharp

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Julian Sharp is a Power Platform Solution Architect and Trainer. He completed his MA in Mathematics from the University of Cambridge. He has worked with Microsoft products for 20 years with the last 16 years focused on Dynamics CRM/365.

For the past 13 years Julian has been a Microsoft Certified Trainer delivering training around Dynamics 365, Azure, and the Power Platform. Julian has developed courseware for Dynamics 365 and taught thousands of students with a high pass rate.

Customer reviews

4.4 out of 5 stars
4.4 out of 5
54 global ratings

Top reviews from the United States

Thomas Rice
5.0 out of 5 stars I passed the exam with this book! Highly Recommended!!!
Reviewed in the United States on October 18, 2021
Verified Purchase
This is one of the best book purchases I have made, I have passed 9 Microsoft exams. This book alone helped me prepare and pass PL-200. This is more than just an exam prep book, this is essentially the cookbook for Microsoft Power Platform so I have referred back to it a couple of times already. If you want to pass PL-200, this is the book to have in your personal library.
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Mark D. Slosberg
5.0 out of 5 stars A great textbook that “teaches to the test”.
Reviewed in the United States on April 5, 2021
As a “self-taught”, practicing, professional Power Platform developer who now fashions himself as a bit of an expert, particularly in Power Apps Canvas apps and Automate, this volume is a very nice addition to my library. It is quite comprehensive, and given the rapid evolution of the platform, surprisingly up to date.

Given that I don’t actually plan on taking the exam it prepares you for, the breadth and depth of the content is excellent. I wish that I had had this volume available while I was “self-teaching” myself as it frames up the, for example, different approaches to UI/UX development (Model-driven vs. Canvas vs. Portal) and Classic Workflows vs Power Automate nicely although I would have like a little more discussion about when to use which approach.

While I don’t expect to get heavily involved in Model-driven apps, I would like to, at least, be able to build simple ones or know how to evaluate the work of someone I might hire. And for Portal apps, I am on the verge of building a few for a customer, and will try to use the content to help me get at it quicker. I am sorry that there isn’t more of the “hard-knocks” (meaning of course, all of the undocumented weirdness that comes with this evolving Microsoft platform) learning that I am sure is in front of me based on my extensive Canvas App and Cloud Flow experience.

If I have any gripes about the book, I excuse them because it is a book that “teaches to the test”. As we all know in real life education, this approach does not fully prepare you for the kinds of problems you will actually encounter when you try to use the material in the book in a real situation. It focuses on things that might be outdated like Classic Workflows (and to some extent Model-driven Apps) that you are likely to encounter if you are part of a Dynamics365 implementation but probably won’t spend too much time on if the client doesn’t have those products. Surprisingly, it doesn’t do much of anything around PowerApps as a replacement for InfoPath in SharePoint where I have found the current online communities “overfocused” so I don’t miss it but it is a notable omission.

It has the best review of Dataverse/CDS including the underlying Security Model that I have encountered so far. Again very good if you are working with D365 and in my case developing something new where I don’t want to be spending too much time developing using either the simplistic Excel data backends, SharePoint Lists, or the heavy and more complex SQL backends. At the same time, I do feel it is very light on connecting to existing SQL backend data stores, that “heavy or not”, you are very likely to find as your most common backend data store. I think a stronger emphasis on tying together CDS, SQL and web service backend data using JSON into an integrated, practical but mite complex data environment would have been valuable however, as I said “since that isn’t in the test, why teach it”.

Similarly, while the Security Model coverage is excellent, in my case, for instance, since my primary client hasn’t implemented it and doesn’t seem motivated to adopt it, in real-life you must adapt and innovate to use what you can, work around what you can’t and still deliver a secure solution. Again, not on the test.

My final thought is that, it presents a lot of material as if the products are real, complete and mature which they are not. UI Flows, Power Virtual Agents, AI Builder and Solutions are the best examples. Again you will be learning what you need to “pass a test” and not actually what you need to be able to use these rapidly changing and evolving functions, features and tools. My experience over the past 18 months is that these things are constantly changing under your feet. Menus and operations can literally change from day to day with little or no warning, and this volume does not do enough to warn you about the differences between “passing the test” and using the products to “deliver solutions to your clients”.

All in all though, I highly recommend it as a base textbook if you are preparing yourself or a team to “pass the test”.
3 people found this helpful
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NoMayIN
3.0 out of 5 stars To many changes have occurred.
Reviewed in the United States on April 27, 2023
Verified Purchase
I purchased this book to study for the PL-200 but the fact that it hasn't been updated in some time worries me. Keep up with changes is too much. Content seems good.. but.. too many changes.
2 people found this helpful
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Chintan Patel
5.0 out of 5 stars A succinct overview of what needs to be covered for the PL-200 exam.
Reviewed in the United States on April 19, 2021
Disclaimer: The publisher reached out to me to review this book and has given me a review copy to do so.

This book is for anyone who wants to understand what knowledge and skills are required to take the PL-200 exam. It also goes into great depth about the relationship between Microsoft Power Platform and Microsoft Dynamics 365 and how anyone can implement solutions around these two platforms.

What I really liked:

The author provided an overview of what one can expect in the PL-200 exam and what are the various job roles available after attaining the Microsoft Power Platform Functional Consultant.

After each chapter there are some practice questions available where one can reinforce what they've studied in the chapter. It also gives readers an idea on the way questions are asked and with the answers at the end of the book, it helps the reader understand how to tackle the questions. More resources and links on the chapters are also provided in the form of "Further Reading".

What could have been added in:

The chapters on Power Virtual Agents and UI Flows were the only chapters where a use cases were provided. Use cases could have been provided for other chapters too. Use cases allow the Power Platform Functional Consultant to understand where to use the various components available.

Finally, Julian is an expert in the fields of Dynamics 365, Power Platform and AI. He is very active in the MCT (Microsoft Certified Trainer) and the MVP (Microsoft Most Valuable Professional) communities. He always goes the extra mile in assisting anyone wanting to explore these fields and become successful in them.

The book is worth the money and time if you want to excel in Microsoft Power Platform and Microsoft Dynamics 365.
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Mar Llambí
5.0 out of 5 stars Julian Sharp put together the best guide to pass PL-200
Reviewed in the United States on March 24, 2021
I have read this book at the request of the publisher to prepare a review as honest and objective as possible. I must anticipate that I am already PL-200 certified and I speak from experience when I assure that this book is a MUST.
What I LIKE:
Julian has not left a single detail, not only does he cover all the necessary content to prepare the exam in detail, but he also perfectly disseminates the exam and prepare the reader for every type of question (That's exaclty what I look for in a Ready-to-certificate book).
I must admit that my favorite Chapter is #8 about security, it is always a difficult topic to understand and Julian explains it perfectly.

What I do NOT Like:
Well, I guess everytime a new author tries to write a book about Power Platform we will find the same point: the platform changes too fast and from time to time it feels strange to keep seeing old configurations and UIs. However, I ensure this won't be a reason to dismiss this book, it is still a necessary bible for any power platform developer.

What I would like MORE:
I fully understand this is a book to prepare a specific certification, however I do know Julian and what a great professional he is and I would have expected more about his personal expertise and soul in every page of the book, it could have been a high added value.
2 people found this helpful
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Top reviews from other countries

Sheryl Netley
5.0 out of 5 stars A 'must have' guide for anyone working with the Power Platform
Reviewed in the United Kingdom on May 20, 2021
Verified Purchase
I initially purchased this book with a view for prepping for the PL-200 exam. But as I began working through it, I realised that this is so much more than an exam prep book. As promised, it will take any new (or existing) Power Platform consultant step by step through all of the areas tested in the PL-200. I particularly like that these steps followed a logical order and that there are knowledge checks at the end of each step. After working through this book, I found the exam very straightforward.

However as an added bonus, in addition to explaining each of the exam concepts in an easy to follow, meaningful way, this book is also crammed full of the sort of guidance that can normally only be gained through years of experience. If, like me, you are the sort of person who needs to understand the 'why' of anything, as well as the how, this book is definitely for you!
2 people found this helpful
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onlineshopper
5.0 out of 5 stars Great book
Reviewed in Australia on July 16, 2023
Verified Purchase
Really detailed. Very happy with this book, so had to log on and give it the thumbs up! (I'll be giving a couple of others not so hot reviews while here).
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Chris
4.0 out of 5 stars Not Up to Date
Reviewed in Canada on July 18, 2021
Verified Purchase
Got it in June 2021 and there's a lot of content that has changed from the Web Interface.
There is some good advice and ideas in there but the overall is slowly expiring.
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Brian I
5.0 out of 5 stars Not just for the exam, a great reference book
Reviewed in the United Kingdom on February 5, 2021
Verified Purchase
Some ten years ago Julian taught me the fundamentals of Dynamics 4.0 and it's clear from the content of the book that he has not rested on his laurels and continues to keep on top of the technology and how it has evolved. In some ways writing a book like this is a thankless task as the technology is likely to be out of date as soon as you buy it. In saying that, there is timeless content in here that has stood the test of time.

The Microsoft docs is probably your starting point if you are only buying this for the exam, but this is an excellent supplementary learning aid. Sometimes it helps to have things explained in two different ways for it to sink in.
3 people found this helpful
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Jaya
5.0 out of 5 stars Candid review
Reviewed in Australia on April 2, 2023
Verified Purchase
Excellent book . Expecting the revised edition based on the changes in the product
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