PL-900 Microsoft Power Platform Fundamentals Complete Guide

Create a free Office 365 trial and set up your environment, using a work or school email (or temporary email), and access Word, PowerPoint, Power Apps, and Power Automate.

Access office apps from the app launcher to use Power BI and Power Automate, then install Power BI desktop and distinguish desktop versus online service for your course environment.

Download the reference material before the demos and use the supplied Excel files and Power BI and Power Apps resources, including the NYC Math Scores data.

Access the course study notes and pdf study guide, organized by learning objectives and 100+ slides, via the link tree under class resources to print or annotate.

Discover how Power Apps enables business users to build low-code applications that streamline processes, run on any device, using drag and drop design, excel-like formulas, and connectors to Data Verse.

Master Power Automate to build automated workflows with no-code or low-code solutions. Connect apps and services, set event, schedule, or button triggers, and add conditions, loops, and approvals.

Explore connectors that bridge the power platform with external data sources and services, enabling tables or actions for Power Apps, Power BI, Power Automate, and virtual agents.

Explore how Microsoft 365 products connect with Power Platform via connectors, enabling data sources and services across Excel, Outlook, SharePoint, Access, OneDrive, and Power Apps, Power Automate, and dashboards.

Explore how to build Power Apps, embed them in Teams, automate workflows with Power Automate, and surface Power BI dashboards and Power Virtual Agents within the Teams interface.

Learn how Azure extends the Power Platform with cognitive services, Azure functions, logic apps, and connectors to Power BI, Power Apps, and Power Automate.

Connect third-party apps to the Power Platform via standard or premium connectors, or by using APIs with HTTP requests, or with custom connectors built from Open API or Postman.

Discover how Power Apps, Power Automate, Power BI, and Power Virtual Agents connect through connectors and data verse to enable workflows across tools and embedded dashboards.

Explore power platform security, balancing user empowerment with protection as makers build apps, using Azure AD authentication, IAM, and data roles for secure access.

Learn to manage Dataverse security roles across environments in the Power Platform admin center. Assign default and custom roles to users to tailor access and permissions.

Identify the key security roles highlighted by Microsoft, including the environment admin and its privileges and descriptions. Memorize this essential subset, as not all 30-plus default roles are required.

Explore how to manage apps, workflows, and users with Power Apps, Power Automate, and the Power Platform, including app details, sharing, analytics, pass assignment, and environment security roles.

Navigate the Microsoft 365 admin center to add users, assign licenses, and manage passwords, with administrator access. Note the connection to the Power Platform admin center.

Explore the Power Platform Admin Center, which combines the Power Apps, Power Automate, and Power BI admin centers to manage environments, security roles, auditing, data management, and analytics.

Create a DLP policy in the Power Platform Admin Center, classify connectors as business, non-business, or blocked, apply it tenant-wide, and test enforcement in Power Automate with a Trello–Teams–SharePoint flow.

Learn which connectors cannot be placed in the blocked category of DLP policies, including Yammer and data verse, and how to place them within business or non-business group usage.

Explore how the power platform enforces privacy with compliance, data residency, encryption, and GDPR tools, while offering accessibility checks and contrasting color guidelines for inclusive apps.

Discover the trust center's privacy policies, GDPR alignment, and accessibility practices, and learn how the security and compliance center provides alerts, permissions, classifications, and data subject requests for governance.

Power Pages is a no-code, external-facing website platform that lets customers and vendors self-serve data, reducing emails, and it integrates with Dataverse and the Power Platform.

Explore AI Builder, a no-code AI feature in the power platform, deploying pre-built and custom models via power apps or power automate for sentiment analysis and document processing.

Discover how Dataverse for Teams provides a smaller data layer inside the Teams environment to power Teams apps, with limited features, storage, and security compared to Dataverse.

Explain the common data model’s predefined tables and relationships, standardized by the Open Data Initiative, enabling easy integration, import, and scalable use across databases that also use the model.

Learn four connector types in Power Automate: built-in (internal, with conditions, variables, loops), standard (external apps, free), premium (licensing required), and custom connectors (your API via HTTP or custom connector).

Assess when to use standard, premium, or custom connectors in Power Platform, replacing bulky http requests with reusable custom connectors created from open api, postman, or the blank approach method.

Connectors account for about 10% of the course, with few questions on data versus connectors and API builder; sections 1 and 5 cover power automate workflows and power app functions.

Explore the AI Builder model collection, distinguishing prebuilt, custom, and preview options with guided experiences, and see how receipt data extraction differs from language detection.

Use Power Apps to apply the business card reader model, extract names, company, and contact details from cards, and bind outputs to labels for storage without code.

Train and test a custom model, publish it, and integrate it into a canvas app to extract data such as purchase prices, down payment, and trade-in values.

Explore how AI Builder integrates with the Power Platform to analyze sentiment in text and trigger Power Automate workflows. Create an instant cloud flow that flags negative reviews in Teams.

Discover and compare visualization options in Power BI, including stacked, clustered, and 100% stacked bar and column charts, with practical examples by grade and gender.

Explore map visualizations in Power BI, including Azure map, filled map, and shape map, and learn to build KPIs, gauges, and cards to track progress against targets over time.

Explore Power BI desktop tabs: reports, data, and model, and learn to create reports with visuals and pages; inspect data with Power Query Editor and understand table relationships in model.

Power BI desktop tabs in action, building visualizations on the reports tab and mapping one-to-many relationships and key columns in the model tab.

Contrast Power BI Desktop and Power BI Service across data import, cleaning, transformation via Power Query, visualizations, dashboards, and cloud-based sharing through apps and workspaces.

Explore Power BI service elements—workspaces, datasets, reports, and dashboards—and learn how capacity, shared vs reserved, and refresh limits shape collaboration and performance.

Explore how Power BI service organizes workspaces, reports, dashboards, and datasets, with examples from a Principal Area workspace and the NYC Math Report, and compare access differences.

Power BI security, built on Azure AD, manages access via workspaces and roles: admin, member, contributor, and viewer, with invites to view, build, or delete dashboards, reports, and datasets.

Connect to data sources and load them into Power BI. Explore NYC math scores by grade, year, and gender, and merge tables to derive insights from public data.

Clean and transform data with the power query editor, changing data types and replacing values, then save and refresh the query for repeatable data preparation.

Learn how to use Power Query to view column statistics and perform a data preview with a column profile, revealing counts, distinct values, mean, max, standard deviation, distribution, and nulls.

Learn to clean and transform data in the Power Query editor by filtering rows, removing duplicates, splitting columns, grouping data, merging and appending queries, and even running Python scripts.

Learn to apply Power Query transformations to all loaded data, create and load new tables, merge queries to add gender letters, and strengthen your data model for Power BI reports.

Describes and implements aggregate functions in Power BI, using numeric operations like sum, average, min, max, count, and date-based earliest and latest, with categorical data considerations.

Explore creating visualizations and applying aggregate functions in Power BI, using mean scale score, sum, average, count, standard deviation, variance, and median on numeric data, while handling non-numeric fields.

Explore how Power BI apps bundle dashboards and reports into a no-code, workspace-based solution, then learn to package and publish template apps for others to install with their own data.

Demonstrates how to access template apps in the Power BI service, install a template app such as the COVID-19 US tracker, and explore reports with filters and documentation.

Explore four ways to view Power BI reports and dashboards: Power BI desktop, Power BI service, embedded, and printing to PDF. Note licensing and interactivity vary by option.

Create a profiling page in a Power BI report using donut charts to show student counts by gender, grade, and school rating, with synchronized filters, tooltips, and details.

Explore formatting options for visualizations, including colors, titles, legends, labeling, and borders, and use drill through and tooltips to filter across visuals.

Create and refine visualizations in Power Platform, including a stacked column chart of students by year and grade with grade filters, titles, and school profiling charts.

Create a school analytics page using a gauge or key performance indicator to show average adjusted score against an 80% target, and use cards for number tested and total time.

Navigate filtering options in reports, including the filtering pane, page-level and all-page filters, and slicers filtering by school name and grade, with visual filtering affecting visuals on the same page.

Learn how to create and interpret KPI charts, gauges, and cards to measure progress toward a target using the adjusted score, with a year-based trend axis.

Create a stacked bar chart to display the average adjusted score by grade, use year filters to show 2019, and refine the visualization for even distribution.

Add interactive buttons to Power BI reports to enable back navigation and page routing, including actions like bookmarking, drill-through, and web URLs, and adjust sorting before saving.

Publish your report and its data set to the Power BI service, select a workspace, handle data set replacements, and explore reports, sharing options like subscribe, Teams, or links.

Create a report in Power BI service without Power BI Desktop by manually entering data or choosing a published data set created in Power BI Desktop or shared with you.

Create dashboards in the Power BI service by pinning report tiles to dashboards. Arrange tiles, add custom or media tiles with real-time data, and refresh, share, or subscribe.

Explore formulas in power apps canvas applications to make control properties dynamic and respond to events, using property assignment, action assignment, and functions like cat, set, and navigate.

Connect to external data sources with connectors, pulling tables and objects such as SharePoint lists, Excel files, emails, and tweets, then store data locally in memory while the app runs.

Update data source by using a form map and a data card in Power Apps. Bind the data card's update property to the text box and submit to apply changes.

Define tables with rows and columns, where a row is a record and a column holds a field value. See how the email field's value illustrates these basics in Powerapps.

Update data in power apps by binding a form to the selected gallery item, using data cards and update properties, then submit, reset, and refresh the data source.

Use delegation in Power Apps to filter data at the source before it loads. Know its limitations: only certain data sources such as SharePoint, SQL Server, and Salesforce support delegation.

Explore connectors in canvas apps as bridges between data sources and services, enabling data retrieval and actions like tweeting, while requiring authentication, consent, and standard, premium, or custom connectors.

Explore common controls in power apps, including galleries, forms, input controls, intelligent controls, media, and Power BI controls, and learn how functions and formulas drive dynamic behavior.

Create a canvas app in Power Apps Studio, name it, choose tablet design for web, and explore controls, properties, and the formula bar to customize behavior.

Explore dynamic assignment in Power Apps by binding a label's text to a text input's text property, enabling real time updates and dynamic control properties such as color.

Learn how actions differ from properties and how to use on select and on change events to navigate between screens with the navigate function, demonstrated in a hands-on example.

Explore using variables in canvas apps with power apps by using set function to store text input in a variable and display it in a label after a button click.

Explore functions and formulas in Power Apps, including string, logic, and math functions, with upper, lower, and proper examples, and learn navigate and set syntax from the formula reference.

Learn to replace multiple buttons with a single submit by using if statements and a dropdown to apply upper, lower, or proper text functions in Power Apps.

Connect power apps to data by uploading an Excel file to OneDrive and turning it into a table with customer number, name, VIP level, joined date, location, passport, and agent.

View data in the data table control from table one by selecting fields like first name, last name, VIP level, location, and date joined.

Create vertical galleries in power apps, a repeating group of records showing image, first name, location, and VIP level, sourced from a table and linked to a customer page.

Learn to join first and last names with concatenate function, display the result from this item in a label, and use the gallery's selected item to drive editing across forms.

Delete the static form, add an edit form bound to table one with fields like first name, last name, location, VIP level, and agent name, then set to view mode.

Learn how to turn a view form into an editable form in Power Apps, submit changes to update the underlying database, and reset back to view mode after submission.

Explore filtering and searching a Power Apps gallery by using a country dropdown and a search field to locate records by first name.

Save and export your Power Apps, keep four versions, and publish changes to everyone. Share apps with individuals or security groups and assign user or co-owner permissions.

Save apps to the cloud, publish versioned builds, and view version history to restore earlier states. Manage sharing and data permissions to collaborators and co-owners.

Create a data verse environment, install sample data, and use the common data model to build model driven apps in Power Platform, guided steps in the admin center.

Create a model-driven app from the account table using the modern interface, add pages, views, and forms, configure navigation, publish, and preview the app.

Explore the four building blocks of model driven apps—data, user interface, logic components, and visualization—covering tables, relationships, forms, views, charts, dashboards, and Power BI integration.

Explore the four form types in model-driven apps and data verse—main form, quick create, quick view, and cards—and how they view, add, or modify data.

Demonstrates modifying the main account form in data verse using the form designer, adding fields and sections, and publishing changes; shows configuring an app to use a specific form.

Learn how views display records from a table by selecting columns, column width, and order, and filtering rows. Distinguish personal, public, and system views.

Demonstrates creating and modifying a view in a model-driven app using the view designer, adding columns, sorting, filtering (owner = current user), and publishing the sales view.

Explore cloud flows, business process flows, and desktop flows in Power Automate, including automated, instant, and scheduled cloud flows with online connectors and robotic process automation.

Understand the five flow types in Power Automate and how to choose between automated cloud flows, instant cloud flows, and desktop flows based on data verse, connectors, and triggers.

Discover how Power Automate uses flows to automate recurring and complex tasks, from simple triggers to multi-action workflows with connectors across apps like Outlook, Trello, and Twitter.

A flow is a visual representation of a task built from a trigger and actions in Power Automate, such as a tweet triggering an email.

Flows can have multiple actions triggered by one trigger, enabling sequential actions like team messages, ticket creation, and reply emails, with parallel actions possible.

Explore flow templates to quickly create automated tasks from plug-and-play templates, connect to connectors like Teams, Outlook, and Twitter, and filter templates by topic or connector for remote work.

Explore how to use templated workflows in Power Automate, connect Planner and Teams, configure triggers and connectors, and deploy a ready-to-run automation with guided testing.

Discover how connectors bridge Power Automate with external apps, enabling triggers to start flows and actions to run, with examples from Outlook, Twitter, and SharePoint lists.

Explore the four types of connectors in Power Automate—built-in, standard, premium, and custom—covering internal versus external connections, licensing, and building flows with variables, expressions, data operations, and HTTP APIs.

Learn built in controls to handle complex automation, using condition, switch, and applied each to tailor triggers and notifications for SharePoint changes and expense reports.

Understand the switch control that selects actions based on multiple case options, unlike a condition that yields true or false, with cases like sales, marketing, HR, finance, or none.

Explore expressions in Power Automate, the platform's version of functions and formulas, with examples like concatenate, utc, and various string, math, and date functions applied to triggers and actions.

Demonstrates using expressions in an instant cloud flow manually triggered to combine first name and last name into a Teams message, with dynamic content and testing steps.

Learn how approvals in Power Automate add human intervention to automated workflows, using triggers, actions, and decision factors to approve or reject items like expense reports, documents, and vacation requests.

Build an approval workflow by creating a SharePoint expenses list and a Power Automate flow that sends approvals, posts to Teams, and updates the item to approved or rejected status.

Discover the three Power Automate applications—Power Automate portal for cloud flows, Power Automate Desktop for desktop flows, and Power Automate Mobile for on-the-go access and trigger buttons.

Master instant, scheduled, and automated cloud flows. Build a flow that asks for a name and posts to Teams, then create a scheduled and an automated flow from planner tasks.

Modify a cloud flow in Power Automate by opening the flow details, editing, saving, sharing, exporting as a template, and reviewing run history and connections.

Create an instant cloud flow that uses data operations and compose to build an array, then apply to each to post a countdown message to a Teams channel.

Power Virtual Agents creates no-code chat bots in a guided GUI, democratizing AI to empower teams, reduce costs, and automate workflows with Power Automate and SharePoint integration.

Explore Power Virtual Agents' three core elements—topics, entities, and actions—and learn how topics are discrete conversation paths, trigger phrases, entity extraction, and actions with Power Automate flows shape conversations.

Discover how topics begin with trigger phrases and use message, question, condition, and action nodes to shape conversations and automate routing in Power Virtual Agents.

Create a chat bot in Power Virtual Agents by selecting an environment, naming the bot, and configuring language, then manage topics, trigger phrases, entities, test, and publish to multiple sources.

Switch between multiple bots using the bot icon and manage them in settings by exporting, importing, or deleting with name confirmation. Toggle dark mode and review basic system fallback options.

Create and use a gift card type entity with a closed list, including corporate issued and points based options, using synonyms and smart matching to drive conditional flows.

Create a power automate flow from power virtual agents, pass input variables including a phone number, post a teams message, and return results to the agent.

Create a flow that passes data from Power Virtual Agents to Power Automate and returns variables back, using adaptive cards in Teams and option selections.

Explore power pages use cases for professional business websites with Dataverse data. Enable external stakeholder portals, such as helpdesk tickets and partner accounts, with data restricted to each user.

Explore Power Pages templates, including starter layout templates, Dynamics 365 templates, and solution templates, to build workflows like scheduling, application submissions, registration, and an FAQ.

Power Pages' no-code data sharing enables external users to register, sign in, and submit permits, with data stored in a dataverse table and visible only to related users.

Explore the full collection of AI builder models, distinguishing pre-built, custom, and preview models, and follow guided deployment steps for each model, including receipts extraction and language detection.

Build AI models in Power Apps using the business card reader to extract names, companies, and contacts, then display results in a no-code canvas app.

Build a custom ai model for document processing to extract fields such as purchase price, down payment, and monthly payment from structured or handwritten documents, using tagging and collections.