PL-900 Study Guide

Microsoft Power Platform Fundamentals

PURPOSE
The following resources have been assembled to help you prepare for the PL-900 Microsoft
Power Platform Fundamentals learning track during Microsoft Certification Week.

Use this guide to understand what knowledge is needed to complete the exam and as a
learning tool to help you understand areas where you feel you need additional training. It is
not required that you leverage all the resources in this guide to participate in Microsoft
Certification Week.

AUDIENCE
All Pax8 Partners
Table of Contents
PL-900: Exam Resources ........................................................................................................ 4
Audience Profile for the Exam ............................................................................................................. 4
Preparing for the Exam ........................................................................................................................ 4
Exam Objectives..................................................................................................................... 4
Objective: Describe the Business Value of Power Platform (15-20%).................................................... 4
Objective: Identify the Core Components of Power Platform (15-20%) ................................................ 5
Objective: Demonstrate the Capabilities of Power BI (15-20%) ............................................................ 6
Objective: Demonstrate the Capabilities of Power Apps (15-20%) ....................................................... 7
Objective: Demonstrate the Capabilities of Power Automate (15-20%)................................................ 8
Objective: Demonstrate the Capabilities of Power Virtual Agents (15-20%) ......................................... 9
On-Demand Training from Microsoft Learn ..................................................................... 10
Virtual Training Series ........................................................................................................... 10
PL-900: Exam Resources
Audience Profile for the Exam
Candidates for this exam aspire to improve productivity by understanding the capabilities of the Power
Platform, automating basic business processes with Power Automate, performing basic data analysis with
Power BI, acting more effectively by creating simple Power Apps experiences, and creating powerful
chatbots by using Power Virtual Agents.

Preparing for the Exam

It is highly recommended when preparing for a Microsoft exam, that you have had some level of hands- on
experience with the services within the objectives. Microsoft courses have a GitHub repository for labs that are
recommended and available to the public.
• Suggested Lab Guides: https://github.com/MicrosoftLearning/PL-900RU-Microsoft-Power- Platform-
Fundamentals

All lab guides can be found at this link: https://github.com/MicrosoftLearning

Exam Objectives
The following are the learning objectives for the exam. In line with each objective are links to Microsoft
documentation around the specific concept or service. In addition to the documentation, there are also
online courses from Microsoft Learn and the Microsoft Partner virtual training series available for additional
learning resources.

Objective: Describe the Business Value of Power Platform (15-20%)

Describe the Business Value of Power Platform Services

• Analyze data by using Power BI
Why Power BI
• Act with Power Apps
Build professional-grade apps the easy way
• Build solutions that use Microsoft Dataverse
What is Microsoft Dataverse?
Why choose Microsoft Dataverse?
• Create flows by using Power Automate
Creating flows using Power Automate
• Use connectors to access services and data
About Connectors
• Create powerful chatbots by using a guided, no-code graphical interface
Power Virtual Agents & Bot Framework – enabling everyone to build intelligent chatbots

Describe the Business Value of Extending Business Solutions by Using Power

Platform
• Describe how Dynamics 365 apps can accelerate delivery of Power Platform business solutions
• Describe how Power Platform business solutions can be used by Microsoft 365 apps including Microsoft
Teams
Microsoft Power Platform
Power Apps and Microsoft Teams integration
• Describe how Power Platform business solutions can consume Microsoft 365 services
• Describe how Power Platform business solutions can consume Microsoft Azure services including Azure
Cognitive Services
Use Cognitive Services in Power Apps
• Describe how Power Platform business solutions can consume third-party apps and services

Describe Power Platform Administration and Security

• Describe how Power Platform implements security including awareness of Microsoft Dataverse security
roles, Azure Identity Services, and Access Management (IAM)
Security concepts in Microsoft Dataverse
Security in Microsoft Dataverse
Governance considerations
Configure user security to resources in an environment
• Describe how to manage apps and users
Manage apps and users
• Describe environments
Environments overview
About environments
Working with environments and Microsoft Power Apps
Establishing an Environment Strategy for Microsoft Power Platform
Create and manage environments in the Power Apps Admin center
• Describe where to perform specific administrative tasks including Power Platform Admin center,
Microsoft 365 admin center
Working with the admin portals
About admin roles
Assign admin roles
About the Microsoft 365 admin center
• Describe Data Loss Prevention (DLP) policies
Data loss prevention policies
Manage data loss prevention (DLP) policies
Create a data loss prevention (DLP) policy
New Data Loss Prevention capabilities in public preview
• Describe how the platform supports privacy and accessibility guidelines
Compliance and data privacy
PowerApps Canvas App Accessibility Guidelines
Making apps accessible
Create accessible canvas apps in Power Apps

Objective: Identify the Core Components of Power Platform (15-20%)

Describe Microsoft Dataverse

• Describe the Power Apps user experience
Create a canvas app from scratch using Microsoft Dataverse
• Describe tables, columns, and relationships
Identify tables and columns in Dataverse
• Describe use cases for solutions
Solutions overview
• Describe use cases and limitations of business rules
Apply business logic in Common Data Service
Create business rules and recommendations to apply logic in a model-driven app form
• Describe the Common Data Model (CDM)
How to use Common Data Model
Frequently asked questions about the Common Data Model
• Describe how to use common standard tables to describe people, places, and things
Tables and metadata in Microsoft Dataverse

Describe Connectors
• Describe the native Dataverse connection experience
Microsoft Dataverse and the improve data source experience
• Describe triggers including trigger types and where triggers are used
Get started with triggers
• Describe actions
Actions reference
• Describe licensing options for connectors including standard or premium tier Identify use cases for
custom connectors
Licensing overview for Microsoft Power Platform

Describe AI Builder
• Identify the business value of AI Builder
What is AI Builder?
Introducing AI Builder for Power Platform
• Describe models including business card reader, detection model, form processing model, and
prediction model
AI model types
Overview of the prediction model
Create a prediction model
Use your prediction model
Use the business card reader component in model-driven apps
Use the business card reader prebuilt model in Power Automate
Get started with object detection
Use the object detection model in Power Automate
Train and publish your object detection model
• Describe how the Power Apps and Power Automate can consume AI Builder data
AI Builder in Power Automate overview
AI Builder in Power Apps overview

Objective: Demonstrate the Capabilities of Power BI (15-20%)

Identify Common Power BI Components

• Identify and describe uses for visualization controls including pie, bar, donut, and scatter plots and KPIs
Visualizations in Power BI reports
Visualization types in Power BI
Customize visualization titles, backgrounds, and legends
• Describe types of filters
Types of filters in Power BI reports
• Describe the Power BI Desktop Reports, Data, and Model tabs
What is Power BI Desktop?
Get started with Power BI Desktop
Data sources in Power BI Desktop
Data types in Power BI Desktop
Use the updated ribbon in Power BI Desktop
Work with Modeling view in Power BI Desktop
• Describe uses for custom visuals including charts or controls
Create custom visuals for Power BI
Use custom controls for data visualizations
 Tutorial: Developing a Power BI visual
Get a Power BI visual certified
How to govern Power BI visuals inside your organization

Compare and Contrast Dashboards and Workspaces

• Compare and contrast Power BI Desktop and Power BI Service
Comparing Power BI Desktop and the Power BI service
• Compare and contrast dashboards, workspaces, and reports
Organize work in the new workspaces in Power BI
Compare and contrast dashboards and reports

Connect to and Consume Data

• Combine multiple data sources
Combine data from multiple data sources (Power Query)
Tutorial: Shape and combine data in Power BI Desktop
Tutorial: Shape and combine data using Power Query
• Clean and transform data
Transform, shape, and model data in Power BI – documentation
• Describe and implement aggregate functions
Use aggregations in Power BI Desktop
Work with aggregates (sum, average, and so on) in the Power BI service
• Identify available types of data sources including Microsoft Excel
Find out which data sources are used in a workbook data model
• Describe use cases for shared datasets and template apps and how to consume each
What are Power BI template apps?
Shared and certified datasets

Build a Basic Dashboard using Power BI

• Design a Power BI dashboard
Introduction to dashboards for Power BI designers
Tips for designing a great Power BI dashboard
Create a Power BI dashboard from a report
• Design data layout and mapping
Tips for designing a great Power BI dashboard
• Publish and share reports and dashboards
Ways to collaborate and share in Power BI
Share Power BI dashboards and reports with coworkers and others
Publish datasets and reports from Power BI Desktop
Display the dashboards and reports that have been shared with me

Objective: Demonstrate the Capabilities of Power Apps (15-20%)

Identify Common Power Apps Components

• Describe differences between canvas apps and model-driven apps
Model Driven vs. Canvas PowerApps Major Differences
• Describe portal apps
Introducing PowerApps Portals: powerful low-code websites for external users
What is Power Apps portals?
Power Apps Portals
Power Apps portals FAQ
• Identify and describe types of reusable components including canvas component libraries and Power
Apps Component Framework (PCF) components
Power Apps component framework overview
• Describe use cases for formulas
Get started with canvas-app formulas in Power Apps

Build a Basic Canvas App

• Describe types of data sources
Data types in canvas apps
• Connect to data by using connectors
Overview of canvas-app connectors for Power Apps
Connect to Common Data Service
• Combine multiple data sources
• Use controls to design the user experience
Use and understand Controls in a canvas app in Power Apps
• Describe the customer journey
• Publish and share an app
Save and publish a canvas app in Power Apps
Share a canvas app in Power Apps

Describe Power Apps Portals

• Create a portal by using a template
Create and manage page templates
Create a Common Data Service starter portal
• Describe common portal customizations
Overview of extending portals
• Identify differences in portal behavior based on whether a user is authenticated
Configure portal authentication
Set authentication identity for a portal
• Apply a theme to a portal
Overview of themes in Power Apps portals
Create a theme
Edit CSS for themes in Power Apps portal

Build a Basic Model-Driven App

• Add tables to app navigation
Basic navigation in a model-driven app
Build your first model-driven app from scratch
• Modify forms and views
Customize entity forms
Understand model-driven app views
Create a model-driven app quick view form to view information about a related entity
Create, edit, or configure forms using the form designer
• Publish and share an app
Share a model-driven app using Power Apps
Validate and publish a model-driven app using the app designer

Objective: Demonstrate the Capabilities of Power Automate (15-20%)

Identify Common Power Automate Components
• Identify flow types
Types of flows
• Describe use cases for flows and available flow templates
Exercise – Create your first flow
• Describe how Power Automate uses connectors
Manage connections in Power Automate
• Describe loops and conditions including switch, do until, and apply to each
Use the apply to each action in Power Automate to process a list of items periodically
• Describe expressions
Use expressions in flow actions
• Describe approvals
Create and test an approval workflow with Power Automate

Build a Basic Flow

• Create a flow by using the button, automated, or scheduled flow template
Run flows on a schedule
Introducing instant flows
Introducing button flows with user input
Create a flow in Power Automate
Create a flow from a template in Power Automate
• Modify a flow
Create a flow in Power Automate
• Use flow controls to perform data operations
Use data operations with Power Automate
• Run a flow
• Modify a flow
Watch your flows in action
Run attended and unattended UI flows

Objective: Demonstrate the Capabilities of Power Virtual Agents (15-

20%)

Describe Power Virtual Agents Capabilities

• Describe use cases for Power Virtual Agents
Power Virtual Agents overview
• Describe where you can publish chatbots
Key Concepts – Publish your bot
• Describe topics, entities and actions
Key concepts – Enhanced authoring in Power Virtual Agents
Building a Crisis FAQ bot using Power Virtual Agents
Add actions to a bot using Power Automate
• Describe message nodes, question nodes, conditions, trigger phrases, and the authoring canvas
• Identify common pre-built entities

Build and Publish a Basic Chatbot

• Create a chatbot
Create your first Power Virtual Agents bot
Quickstart: Create and deploy a Power Virtual Agents bot
• Create a topic
Create and edit topics in your Power Virtual Agents bot
Create topics from existing support content on the web
 • Call an action
Add actions to a bot using Power Automate
• Test a chatbot
Test your Power Virtual Agents bot
• Publish a chatbot
Key Concepts – Publish your bot
• Monitor chatbot usage
Analyze topic usage in Power Virtual Agents
Analyze customer satisfaction for Power Virtual Agents bots
• Monitor chatbot performance
Analyze bot performance and usage in Power Virtual Agents

On-Demand Training from Microsoft Learn

New to the Power Platform? The learning path provides foundational knowledge of business value and product capabilities
of Microsoft Power Platform. Create simple Power Apps, connect data with Microsoft Dataverse, build a Power BI
Dashboard, automate a process with Power Automate, and build a chatbot with Power Virtual Agents.

Microsoft Power Platform Fundamentals

Virtual Training Series

This online course will help you learn about the components of Power Platform, ways to connect data, capabilities of Power
Apps, and ways in which you can leverage this technology to build simple applications for business. We will also discuss how
Common Data Service allows you to delve into powerful, scalable data solutions in the cloud, and how you can leverage
Power Automate to improve business efficiency and productivity. Finally, you will learn how you can use Power BI to easily
clean, display, and understand data to ensure businesses can make better informed decisions.

All Virtual Training Series http://aka.ms/vts