PL-900 Microsoft Power Platform Fundamentals - Study Guide

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Course Overview

This comprehensive study guide covers all the key concepts and topics for PL-900.

PL-900 Microsoft Power Platform Fundamentals

Describe the business value of Microsoft Power Platform (15–20%)

Describe the business value of Microsoft Power Platform services

Describe the value of Microsoft Power Apps to build applications

Key Concepts

Empowers non-technical users to create apps: Microsoft Power Apps allows employees who do not have a coding background to quickly design and build business applications using intuitive drag-and-drop features.
Reduces reliance on IT departments: By enabling anyone to create simple solutions, Power Apps helps teams solve everyday business challenges without waiting for developer resources.
Accelerates process automation and efficiency: Power Apps makes it possible to digitize manual tasks, such as submitting requests or tracking approvals, leading to improved productivity.
Integrates seamlessly with Microsoft 365: Applications built in Power Apps can easily connect with familiar tools like SharePoint, Excel, and Outlook, making adoption straightforward.
Updates and changes are fast and easy: As business needs evolve, employees can quickly adjust or improve Power Apps without complex development cycles.

Practical Example

A human resources team at a company uses Power Apps to create a simple vacation request app, enabling employees to submit leave requests from their phone or computer. Managers receive notifications instantly, can approve or deny requests, and the app updates an internal calendar automatically.

Real-World Use Case

A sales department builds a Power App for tracking customer feedback during events. Employees at each event submit feedback quickly via their mobile devices, and the information is automatically compiled into a report for managers, saving time and reducing manual data entry errors.

Difficulty Level: beginner

Describe the value of Microsoft Power Automate to automate processes

Key Concepts

Saves Time and Reduces Manual Tasks: Microsoft Power Automate helps employees save time by automating repetitive, everyday processes such as data entry, email notifications, and approvals, allowing teams to focus on more important work.
Easy-to-Use, No-Code Solution: Power Automate’s user-friendly interface requires no technical background, making it accessible for non-technical employees to create and manage automated workflows without help from IT.
Improves Accuracy and Consistency: By automating steps that are normally done by hand, Power Automate reduces the chance of human error and ensures processes are followed the same way every time, leading to more reliable results.
Enhances Collaboration: Automated workflows can connect different Microsoft 365 apps (like Outlook, SharePoint, and Teams), helping teams share information, keep everyone updated, and improve communication.

Practical Example

A non-technical employee in HR wants to automate the process of collecting feedback after staff training sessions. With Power Automate, they can set up a workflow that automatically sends a feedback form to participants via email once a training event is complete, and collects all responses in a SharePoint list for easy review.

Real-World Use Case

An office administrator uses Power Automate to streamline the process of submitting and approving vacation requests. Employees fill out a simple online form, which automatically sends the request to their manager for approval. Once approved, the employee and HR receive automated notifications, and the leave is logged in a shared calendar—all without writing any code.

Difficulty Level: beginner

Describe the value of Microsoft Power Pages to build websites

Key Concepts

Microsoft Power Pages allows non-technical employees to create and manage websites easily through a user-friendly, drag-and-drop interface, removing the need to learn complex coding.
It enables quick sharing of information and resources with colleagues, customers, or partner organizations, helping improve communication and collaboration.
Power Pages integrates smoothly with other Microsoft tools like Power Automate and Dataverse, so employees can connect websites with business data and workflows securely.
It offers built-in templates and security features, ensuring that websites are professional-looking and compliant without requiring IT support.

Practical Example

A marketing coordinator in a large company quickly builds an event registration website using Microsoft Power Pages. Without needing help from the IT department, they can feature event details, collect attendee information, and automate email confirmations—all through simple drag-and-drop tools.

Real-World Use Case

A Human Resources team uses Power Pages to create a secure internal portal for staff to access policies, submit feedback, and register for training sessions. No technical expertise is needed, and the team can update content as needed.

Difficulty Level: beginner

Describe the value of connectors to integrate services and data

Key Concepts

Connectors allow Microsoft Power Platform apps to easily link to other Microsoft services (like Outlook, SharePoint, and Teams) as well as third-party data sources, bringing important information together in one place.
They save time by reducing manual data entry—updates made in one system can automatically flow into another, keeping data consistent and up-to-date without extra effort.
Connectors make it possible for non-technical users to build powerful workflows and automate tasks, helping teams improve productivity and reduce errors by sharing data between different tools.

Practical Example

A Microsoft employee uses a connector to automatically send new SharePoint list items to a Teams channel, keeping everyone up to speed without needing to manually update both systems.

Real-World Use Case

An HR manager in Microsoft uses Power Automate with connectors to pull job applicant information from Outlook emails and automatically add it to an Excel sheet, speeding up applicant tracking while minimizing manual work.

Difficulty Level: beginner

Describe the value of Microsoft Dataverse to organize business data

Key Concepts

Centralized Data Storage: Microsoft Dataverse provides a secure and centralized place for your business data, making it easy for employees to find and work with important information without searching through multiple sources.
Consistency and Structure: Dataverse uses standard tables and relationships, ensuring data is organized in a consistent manner. This reduces confusion and makes it easier to analyze and report on key business metrics.
Integration with Microsoft Tools: Data stored in Dataverse can be quickly accessed and used by other Microsoft products like Power Apps, Power Automate, and Power BI. This enables seamless workflows and better decision-making using familiar tools.
Security and Compliance: Dataverse supports built-in security features and manages user permissions, helping organizations protect sensitive information and comply with internal policies without requiring technical expertise.

Practical Example

A sales team at a business uses Dataverse to store customer contact details, order history, and feedback. Instead of keeping this information in separate spreadsheets and email threads, everything is stored in one place, making it much easier for sales representatives to track interactions and follow up with customers.

Real-World Use Case

A non-technical employee in a Human Resources department leverages Dataverse to maintain employee profiles, performance reviews, and training records. By having all HR data organized and accessible in Dataverse, HR staff can easily generate reports, automate onboarding processes, and ensure company policies are followed without manual data entry or complex software.

Difficulty Level: beginner

Describe the value of Copilots and generative AI features in Microsoft Power Platform

Key Concepts

Copilots and generative AI features in Microsoft Power Platform help non-technical users create automated workflows, reports, and apps by using simple, everyday language instead of complex code.
These tools can quickly analyze data, suggest improvements, and generate useful content—saving time and reducing the risk of human error in daily tasks.
They empower employees to solve business challenges on their own, making it easier for teams to move faster and be more productive without needing specialized technical skills.

Practical Example

A non-technical employee in a sales department uses a Copilot in Power Automate to set up a workflow that automatically sends a thank-you email whenever a new client signs up, just by describing the process in plain language.

Real-World Use Case

An HR assistant, with no background in programming, uses generative AI features in Power Platform to create a simple onboarding app for new hires. By typing out what they want (for example, ‘Create a checklist app to track new employee orientation’), the AI builds a working app automatically, streamlining the onboarding process.

Difficulty Level: beginner

Describe the value of Copilot Studio

Key Concepts

Copilot Studio allows users to create and customize AI-powered chatbots and virtual assistants without needing to write any code, making it accessible for non-technical employees.
It enables teams to automate common business processes, such as answering frequently asked questions or helping users complete simple tasks, saving time and improving efficiency.
Copilot Studio integrates easily with other Microsoft tools like Teams and Power Automate, allowing users to streamline workflows and provide better support across various departments.

Practical Example

A human resources team uses Copilot Studio to quickly build a chatbot that helps employees find answers to common HR questions about leave policies, company benefits, and submitting vacation requests, all within Microsoft Teams.

Real-World Use Case

An internal communications team at a large company uses Copilot Studio to set up a virtual assistant that helps staff navigate onboarding resources, schedule meetings, and locate key documents, reducing the workload on support staff and improving employee satisfaction.

Difficulty Level: beginner

Describe the value of Power FX as a low-code solution

Key Concepts

Power FX allows users to create logic and automate processes in Microsoft Power Platform apps using simple Excel-like formulas, making it accessible even to those without programming experience.
By reducing the need for traditional coding, Power FX empowers non-technical employees to efficiently build and customize business solutions themselves, speeding up workflows.
Low-code solutions like Power FX help organizations save on development costs and resources, encouraging innovation by making it easy for anyone to contribute creative ideas through app development.

Practical Example

A Human Resources administrator wants to build an app for employees to request time off. Using Power FX, they can quickly add formulas that automatically calculate remaining leave days and notify managers, similar to how they would create formulas in an Excel spreadsheet.

Real-World Use Case

A marketing coordinator, without technical expertise, uses Power FX within Power Apps to set up automatic notifications for upcoming campaign deadlines, simply by creating a formula that checks dates in a campaign calendar and sends reminders—enhancing team efficiency without needing a developer.

Difficulty Level: beginner

Describe the business value of extending business solutions by using Microsoft Power Platform

Describe how Microsoft Power Platform business solutions work together with Microsoft 365 apps and services, including Microsoft Teams

Key Concepts

Power Platform and Microsoft 365 apps (like Outlook, SharePoint, and Teams) seamlessly connect to automate processes, share data, and improve team collaboration.
Power Apps allows users to create custom applications that pull data from Microsoft 365 sources—making it easy to track, manage, and update information without leaving familiar tools like Teams.
Using Power Automate, routine tasks (such as approvals and notifications) within Microsoft 365 can be streamlined, reducing manual effort and saving time.
Power BI integrates with Microsoft 365 services to provide interactive dashboards and reports, helping employees make sense of business data directly within Teams or SharePoint.
Microsoft Teams acts as a central hub where Power Platform solutions, such as apps, flows, and dashboards, can be accessed and utilized together by team members for better productivity.

Practical Example

A department uses a Power App within Teams to submit and track vacation requests. Employees fill out a simple form in Teams, the request is then sent for approval using Power Automate, and the status is updated in a shared Power BI dashboard accessible by the HR team via Teams.

Real-World Use Case

An HR team in a large organization sets up an employee feedback solution using Power Platform and Microsoft 365. Feedback forms are built in Power Apps and shared through Teams. Power Automate forwards responses to managers and stores them in SharePoint, while Power BI visualizes feedback trends—all accessible directly from Teams.

Difficulty Level: beginner

Describe how Microsoft Power Platform services work together

Key Concepts

Power Platform services—Power Apps, Power Automate, Power BI, and Power Virtual Agents—are designed to seamlessly connect and share data, making it easy to build solutions that automate work, analyze information, and improve productivity without needing coding skills.
These services use Microsoft Dataverse as a common data platform, enabling people to access and update information across different apps and workflows without duplicate data entries.
Power Platform tools integrate closely with Microsoft 365 (like Outlook and Teams) and other services, so users can automate tasks, build apps, and create reports within the tools they already use daily.

Practical Example

Suppose your team wants to streamline the process of tracking employee leave requests. You could use Power Apps to create a simple form for submitting requests, Power Automate to notify managers and update records, and Power BI to visualize leave trends—all working together using shared company data.

Real-World Use Case

A human resources department without any technical background uses Power Apps to build a vacation request app, Power Automate to automatically route approvals to managers, and Power BI to report on overall leave patterns, helping the team manage absences smoothly and efficiently.

Difficulty Level: beginner

Manage the Microsoft Power Platform environment (15–20%)

Describe Microsoft Dataverse

Describe differences between traditional databases and Dataverse

Key Concepts

Traditional databases, like SQL Server or Microsoft Access, often require technical skills to set up, manage, and query data. Dataverse, on the other hand, is designed for non-technical users and integrates seamlessly with Microsoft applications like Power Apps and Power Automate.
Traditional databases usually store data in tables and require specific knowledge to ensure security and compliance. Dataverse offers built-in security, compliance, and data management features, making it easier for organizations to protect and control their data.
In traditional databases, integrating data with business applications and automating processes can be complex and might need IT support. With Dataverse, users can quickly connect data to apps and flows in the Power Platform, helping businesses streamline their workflow without depending heavily on technical teams.

Practical Example

Imagine a HR department needs a way to track employee training sessions. With a traditional database, the team would need IT to set up the database, design tables, and create queries. Using Dataverse, the HR team can set up a data table themselves and connect it directly to a Power App for easy tracking and reporting—no coding required.

Real-World Use Case

An operations team at a Microsoft office wants to automate the tracking of office equipment. By using Dataverse, they can create a simple app to log equipment check-outs and automatically notify managers of inventory changes, all without writing code or needing database expertise.

Difficulty Level: beginner

Describe tables, columns, and relationships in Dataverse

Key Concepts

Tables in Dataverse are like folders that organize related data. Each table stores information about a specific topic, such as Employees, Customers, or Products.
Columns are the individual data fields within a table. For example, an Employee table may have columns like Name, Email, and Department. These define the types of information you track for each entry.
Relationships link different tables together, allowing data to be connected. For example, a relationship can connect a Department table to an Employee table, making it easy to see which employees work in which departments.
Understanding tables, columns, and relationships helps you build systems that organize company data in a clear and efficient way, so it’s easy to search, report, or automate common business tasks.

Practical Example

Imagine a Dataverse solution for managing office supplies. You have a ‘Supplies’ table with columns like Item Name and Quantity, and a ‘Suppliers’ table with columns like Supplier Name and Contact Info. By creating a relationship between Supplies and Suppliers, you can quickly find out which company provides each item.

Real-World Use Case

A non-technical employee in HR needs to track employee training records. They can use Dataverse: create an ‘Employees’ table and a ‘Training Sessions’ table, then link them with a relationship. This way, HR can easily see which trainings each employee has completed, without needing advanced technical skills.

Difficulty Level: beginner

Describe the options for business logic in Dataverse

Key Concepts

Business rules allow you to automate and enforce logic on data in Dataverse without writing any code. For example, you can set conditions to automatically show or hide fields, set field values, or make fields required based on user actions.
Workflows provide step-by-step automation of processes such as approvals, notifications, or updating records. These can be triggered automatically (e.g., when a record is created or updated) or manually by users.
Power Automate flows integrate Dataverse with other Microsoft services and automate tasks across applications. Flows can move data, send emails, or trigger actions based on events in Dataverse.

Practical Example

Imagine your team manages customer support tickets in Dataverse. You set up a business rule so that when the ‘Priority’ is set to ‘High’, the ‘Assigned To’ field becomes required, ensuring urgent tickets are always assigned to a team member.

Real-World Use Case

A sales manager wants to make sure all leads in Dataverse with an estimated revenue above $50,000 are automatically reviewed by a supervisor. Using a workflow, the manager sets conditions so that any time a qualifying lead is entered, a notification is sent to the supervisor for review. This reduces manual oversight and helps enforce company policy.

Difficulty Level: beginner

Create and modify tables and columns through conversations

Key Concepts

Conversational interfaces in Power Platform, like Copilot in Power Apps, allow users to create new tables by simply describing what they need using natural language, without technical jargon or complex formulas.
Modifying tables and columns is possible through straightforward conversations, such as asking to add a new column or change a column’s name; the platform interprets these requests and applies the changes automatically.
Users can preview and confirm proposed changes before they’re made, ensuring accuracy and reducing the risk of mistakes, which makes the process more accessible for those without database experience.
This approach saves time and empowers non-technical employees to build and adjust business solutions on their own, reducing dependence on IT staff for basic data structure changes.

Practical Example

A sales coordinator wants to track customer feedback in their Power Apps environment. By telling Copilot “Add a column for customer feedback to the sales table,” Copilot creates the new column instantly, without needing to know database schema language.

Real-World Use Case

A human resources associate uses conversational features in Power Apps to update the company’s employee table—adding a column for ‘Remote Work Eligibility’ by simply describing the request. This enables quick adaptation to changing needs (like remote work policy) without waiting for IT.

Difficulty Level: beginner

Describe options for importing and exporting data

Key Concepts

Microsoft Power Platform allows users to import data from sources like Excel spreadsheets, CSV files, or cloud storage into applications such as Power Apps or Power BI. This helps in bringing outside information into the platform for analysis and automation.
Exporting data is just as simple—users can easily save data from Power Platform apps (for example, a report from Power BI) into formats like Excel or PDF, or even send data directly via email—making it easy to share results with colleagues who do not use Power Platform.
Built-in connectors provide quick integrations with popular Microsoft tools (e.g., SharePoint, OneDrive, Dynamics 365), enabling seamless import and export workflows without needing coding skills. These connectors streamline the process for non-technical users, letting them focus on business tasks.

Practical Example

A Microsoft employee tracks customer feedback in an Excel sheet. They can import this data into Power BI to visualize trends and identify areas for improvement, even if they have limited technical experience.

Real-World Use Case

Non-technical employees in Human Resources regularly export employee survey results from Power BI dashboards to Excel files, which are then shared with management for review and planning.

Difficulty Level: beginner

Describe Microsoft Power Platform administration and governance

Describe the Microsoft Power Platform security model

Key Concepts

Role-based Security: Power Platform uses roles (such as User, Admin, or custom roles) to determine what actions each person can perform within apps and data. This ensures that only people in the right roles can view, edit, or manage sensitive information.
Data Security: Access to data in Power Platform apps is controlled so that users only see information relevant to their job. Security settings help prevent unauthorized access and sharing of confidential data.
Environment Controls: Power Platform environments act as containers for apps, data, and flows. Security rules at the environment level specify who can create, manage, or access resources to maintain clear separation—like keeping HR data separate from Marketing data.
Authentication and Compliance: Microsoft Power Platform works with company sign-in credentials (like those from Microsoft 365), so only verified users get access. It also follows industry security standards to help keep information safe and compliant.

Practical Example

A member of the HR team in a large organization can access employee records in a Power Platform app, while a Marketing team member cannot see this data because access is restricted based on their role and department.

Real-World Use Case

An employee in Finance uses a Power Apps expense approval tool. The tool’s security model ensures they can submit expense requests, but only the manager can approve them. This role-based access makes sure people only carry out tasks assigned to their department and position, reducing errors and keeping information confidential.

Difficulty Level: beginner

Describe environments

Key Concepts

Environments in Microsoft Power Platform are spaces where you can store, manage, and share your organization’s business data, apps, and flows. They help keep work organized and separated based on specific needs.
Environments can be used to separate different projects, teams, or functions within your company, ensuring that sensitive data and process changes do not impact others unintentionally.
Each environment has its own set of users, resources, and security settings, giving teams control over who can access and change specific apps or data.

Practical Example

Imagine your organization has both a Sales and a Human Resources team. You can create separate environments for each, so sales data and applications are not visible to HR, and vice versa.

Real-World Use Case

A non-technical employee in HR wants to automate the onboarding process for new hires. They can build and test a Power Automate flow within the HR environment without affecting other departments’ workflows or data.

Difficulty Level: beginner

Describe the different Microsoft Power Platform admin centers and portals

Key Concepts

Microsoft Power Platform has dedicated admin centers and portals that help employees manage apps, data, and permissions in a secure and organized way.
The Power Platform Admin Center is a central website where administrators can oversee environments, user access, data policies, and monitor how apps like Power Apps, Power Automate, and Power BI are being used.
There are also specialized portals like the Power Apps Admin Center and Power Automate Admin Center, each offering tools tailored for managing specific types of apps or workflows—making it easy to track usage, troubleshoot issues, and set up security settings.
Non-technical employees can use these centers with simple point-and-click actions—no coding required—to check app status, view analytics, or request changes if something needs fixing.
These admin centers support compliance and safety by allowing users to quickly identify who can access sensitive business information and adjust permissions as needed.

Practical Example

A service manager wants to know which team members have access to a customer request app. By logging into the Power Platform Admin Center, they can easily review user roles and permissions without technical help.

Real-World Use Case

For HR employees managing an onboarding workflow built in Power Automate, the admin center allows them to monitor how often the flow runs, check for errors, and ensure only authorized staff can trigger the process—helping keep personal data secure.

Difficulty Level: beginner

Describe how Microsoft Power Platform supports data privacy and accessibility guidelines

Key Concepts

Microsoft Power Platform uses robust security controls such as role-based access, ensuring that only authorized users can view or edit sensitive data. This supports both organizational data privacy and compliance with internal guidelines.
The platform is designed to be accessible, supporting features like screen reader compatibility, keyboard navigation, and high-contrast settings. These tools help employees with various abilities access and use applications easily.
Data connectors and services within Power Platform adhere to privacy regulations (such as GDPR), offering secure data storage and management. Users can set permissions and privacy levels for data within apps, protecting personal information.

Practical Example

A Human Resources team creates a leave request Power App where employees can submit their requests, but only HR staff have access to review personal details. The app supports screen readers so all employees, including those with visual impairments, can use it confidently.

Real-World Use Case

An HR professional uses Power Apps to design an employee survey tool, ensuring that survey responses are only visible to authorized HR managers. The tool includes accessibility features so every employee, regardless of ability, can respond securely and independently.

Difficulty Level: beginner

Demonstrate the capabilities of Power Apps (25–30%)

Identify Power Apps capabilities

Describe use cases for and capabilities of canvas apps

Key Concepts

Canvas apps allow users to create custom business applications with a simple drag-and-drop interface, without needing to write code.
These apps enable employees to connect to various data sources (like Excel, SharePoint, or Microsoft Dataverse), making it easy to collect and view information in one place.
Users can design apps tailored to specific business needs, enhancing productivity by automating tasks and streamlining common processes.
Canvas apps are available on multiple devices, including desktops and mobile phones, ensuring flexibility for employees in different work environments.

Practical Example

An HR team uses a canvas app to track employee leave requests. Employees submit their requests through the app, and managers can approve or deny applications from their phones or computers. All data is stored in SharePoint, making it accessible and organized for the HR staff.

Real-World Use Case

A sales manager creates a canvas app to record and review customer feedback after meetings. Instead of using multiple spreadsheets and emails, the manager and their team enter notes directly into the app, which pulls and saves data from Microsoft Teams and SharePoint. This helps the team quickly follow up on customer concerns and improve service quality.

Difficulty Level: beginner

Describe use cases for and capabilities of model-driven apps

Key Concepts

Model-driven apps let you quickly build business apps without needing to write code. You use a simple drag-and-drop interface to design how users interact with data and processes.
These apps are ideal when you need to work with complex data or follow business processes, like guiding staff through onboarding or approval workflows.
Model-driven apps connect to Microsoft Dataverse, allowing you to store, manage, and secure company data in one place while making it accessible to those who need it.

Practical Example

A company wants to centralize customer feedback. With a model-driven app, employees easily input feedback data via a simple form, track status (like pending, reviewed, resolved), and generate reports—all without any coding.

Real-World Use Case

A sales operations team at Microsoft needs to track incoming customer requests. They use a model-driven app to enter requests, assign them to team members, and monitor progress. Managers can view dashboards to see resolution times and identify bottlenecks, improving customer response.

Difficulty Level: beginner

Explore model-driven app features

Key Concepts

Model-driven apps are built using visual design tools where you can define the data structure, forms, views, and business processes, with little or no coding required.
These apps are based on your organization’s underlying data model, enabling you to standardize business processes and ensure consistent data entry across teams.
Model-driven apps offer responsive layouts, meaning your app works well on desktops, tablets, and smartphones without additional design work.
You can use security roles to manage who can access or edit different parts of the app, keeping sensitive information protected.
Model-driven apps integrate easily with Microsoft services like Teams and SharePoint, making collaboration and file sharing seamless.

Practical Example

A sales department creates a model-driven app to manage their customer relationships. The app includes forms for entering customer details, dashboards to track sales activity, and automated business processes to guide staff through follow-ups.

Real-World Use Case

An HR team at a large company uses a model-driven app to coordinate employee onboarding. The app provides templates for collecting necessary documents, manages task assignments like IT equipment setup, and tracks progress for each new hire.

Difficulty Level: beginner

Build a canvas app

Connect to data sources by using connectors

Key Concepts

Connectors in the Power Platform act as bridges, allowing apps like Power Apps or Power Automate to easily access and use information from different data sources such as Outlook, SharePoint, Excel, and many others.
There are two types of connectors: Standard (free and commonly used services like Excel or Outlook) and Premium (paid services like Salesforce or SQL Server). Knowing the difference helps users understand which services they can connect to based on their licensing.
Using connectors is usually simple and does not require any coding—users just select the connector they need, provide credentials (like logging in), and then can use data from those sources in their solutions, such as forms, reports, or automated workflows.
Connectors make it possible to automate repetitive business tasks (like copying data from emails to spreadsheets) and keep information updated between tools without manual work, improving efficiency for non-technical staff.

Practical Example

A non-technical employee uses Power Automate to connect Outlook and SharePoint. When they receive an email with an attachment in Outlook, a flow automatically saves the attachment to a specific SharePoint folder, organizing documents without any manual effort.

Real-World Use Case

A Microsoft employee working in HR sets up a simple solution using Power Platform connectors: Whenever a candidate submits an application via Outlook email, the connector automatically extracts the email details and stores them in a department SharePoint list, so the whole team can track applications without needing IT support.

Difficulty Level: beginner

Describe common controls

Key Concepts

Common controls are pre-built components in the Power Platform that help users add functionality to their apps without needing to write code. Examples include text boxes, drop-down lists, and buttons.
These controls help users collect, display, and interact with information. For example, a text box lets people enter information, while a button can trigger an action like saving data.
Using common controls saves time and ensures a consistent user experience, as these components behave in a familiar way across different apps in the Power Platform.

Practical Example

A Microsoft employee creating a simple internal feedback form app in Power Apps might use a text input control for comments, a dropdown control for rating satisfaction, and a button control to submit feedback—all without writing any code.

Real-World Use Case

An HR team needs a way for employees to easily submit vacation requests. Using common controls in Power Apps, an HR staff member with no technical background can build a quick app with fields for entering dates, selecting a manager from a dropdown, and submitting the request with a button.

Difficulty Level: beginner

Build responsive pages by using containers

Key Concepts

Containers allow you to group different elements (like text, images, buttons) together so they stay organized and aligned on your page.
Responsive containers automatically adjust their size and layout based on the device or screen size, ensuring your pages look good on computers, tablets, and phones.
Using containers makes it easy to rearrange content, add spacing, and ensure consistency across different sections of your page without needing advanced technical skills.
You can customize containers with simple settings like padding, margins, and alignment to improve the visual appeal and functionality of your pages.
Building responsive pages with containers enables anyone to deliver a user-friendly experience, making information easy to find and interact with on any device.

Practical Example

Imagine you’re creating an internal company announcement page using Microsoft Power Apps. By placing the announcement text, an image, and a call-to-action button inside a container, the layout automatically adapts whether someone views it on their laptop or mobile phone, keeping everything easy to read and interact with.

Real-World Use Case

A non-technical employee at a Microsoft office uses containers in Power Apps to design a simple HR feedback form. The form remains well-organized and visually consistent across devices, allowing all employees—regardless of whether they’re using their desktop computer at work or their mobile phone during a commute—to easily submit feedback.

Difficulty Level: beginner

Describe the capabilities of Copilot controls

Key Concepts

Copilot controls use artificial intelligence within Power Platform apps to help users interact with data and automate tasks using natural language.
They enable users to ask questions, get insights, and generate content directly in apps like Power Apps, without needing technical knowledge or coding skills.
Copilot controls can help streamline workflows by providing automatic suggestions, explanations, and quick actions relevant to the task at hand.

Practical Example

A non-technical employee can use Copilot controls in a Power App to ask, ‘Show me last week’s sales data for my region,’ and instantly receive a summarized report—without any manual data analysis or complex queries.

Real-World Use Case

In a Human Resources app built with Power Apps, HR professionals can use Copilot controls to quickly generate summaries of employee onboarding status just by typing a plain-language request, saving time and ensuring more accurate updates for team meetings.

Difficulty Level: beginner

Key Concepts

Sharing a canvas app allows other team members to access and use the app you created, which helps improve collaboration and productivity.
You can share a canvas app directly from Power Apps by specifying which colleagues or groups should have access, and you can set permissions to control whether they can edit or only use the app.
To share an app, all users must have the appropriate licenses; sharing does not automatically grant access to underlying data sources unless permissions are managed correctly.
After sharing, users can open the app on their browsers or mobile devices, making it easy for your team to stay connected and up to date with business processes.
You can modify or remove access at any time, ensuring that only authorized users can see or interact with the app.

Practical Example

Imagine you create a simple leave request app for your team using Power Apps. You can easily share this app with your colleagues so everyone can submit their leave requests digitally instead of using paper forms or emails.

Real-World Use Case

An HR coordinator at a large office builds a canvas app to track employee training sessions. By sharing the app with managers and staff, everyone can register for training and view upcoming sessions, making the process streamlined and accessible to all employees, even those who do not have technical backgrounds.

Difficulty Level: beginner

Build a model-driven app

Create a model-driven app from tables

Key Concepts

Model-driven apps in Power Platform allow you to quickly create business applications by organizing and displaying information stored in tables (formerly known as entities) within Dataverse.
The app-building process involves selecting the data tables you want to use, designing forms and views for how that information will be displayed, and configuring navigation, all without writing code.
Once your model-driven app is created, users can interact with data—such as adding new records, updating information, and viewing dashboards—through a fully responsive interface accessible from any device.

Practical Example

Imagine your department wants to track incoming customer feedback. Tables can be created in Dataverse to store feedback entries and customer information. A model-driven app can then be built to let team members enter new feedback, assign follow-ups, and see summary charts, all through an easy-to-use interface.

Real-World Use Case

A non-technical HR manager builds a ‘Training Requests’ app using tables for ‘Employees’ and ‘Training Sessions.’ The app enables HR staff to log new training requests, assign employees to sessions, and monitor participation without working directly with complex spreadsheets or manual tracking.

Difficulty Level: beginner

Modify forms

Key Concepts

Modifying forms allows users to customize the way information is displayed and entered in Microsoft Power Platform apps without requiring coding skills.
You can add, remove, or rearrange fields on a form to make it more relevant to your team’s daily tasks and ensure important data is captured efficiently.
Forms can be personalized, such as improving field labels or grouping related information, to make the experience friendlier for non-technical users and help reduce errors during data entry.

Practical Example

A sales representative customizes a contact form in Microsoft Power Apps to remove unnecessary technical fields and add a dropdown for ‘Preferred Contact Method,’ ensuring only relevant customer data is collected.

Real-World Use Case

A Human Resources employee modifies a job application form to include a new field for ‘Remote Work Preference,’ making it easier for HR to filter applicants based on location flexibility and respond to organizational needs.

Difficulty Level: beginner

Create and modify views

Key Concepts

Views in Microsoft Power Platform let you customize how lists of data (like contacts or cases) are displayed, so you can quickly find the information you need.
You can create new views by choosing which columns (fields) to show, applying filters to display only certain records, and sorting information in the order that makes the most sense for your job.
Modifying existing views allows you to adjust which data is visible or highlighted, helping you and your team work more efficiently by focusing on what’s most important.
Creating and changing views does not affect the data itself—just how you and other users see and interact with it.
Views can be shared with your colleagues, ensuring everyone works with the same, most useful version of the information.

Practical Example

Imagine you manage customer inquiries in Microsoft Dynamics 365. You create a view to only show open cases that have not been assigned to a team member. This way, you can focus your attention on urgent items that still need action, without being distracted by completed or unrelated cases.

Real-World Use Case

A sales team uses a custom view in Power Platform to display all current leads in their region that have not been contacted in the last week. This helps team members organize their follow-up calls and ensures that every lead receives attention, improving overall sales performance.

Difficulty Level: beginner

Key Concepts

Model-driven apps in Power Platform are applications built around your organization’s data and business processes, helping you visualize and interact with information in customized ways.
Sharing a model-driven app lets your colleagues access and use the app, provided they have the right permissions and security roles assigned to them.
To share an app, you use the Power Apps website, select the app, and choose who can access it—this is often as simple as adding individual users or groups from your organization.
Assigning users to the correct security role is important, as it controls what data and features they can see or modify within the app.
Shared apps are accessible in your organization through the Power Apps portal or Microsoft Teams, making it easy for everyone to collaborate on common business processes.

Practical Example

Imagine your HR department has created a model-driven app to manage employee leave requests. By sharing the app with all staff, everyone can easily submit leave requests and track their approval status in one place.

Real-World Use Case

A team administrator in a Microsoft sales department creates a model-driven app to track customer interactions. They share the app with all team members, so the entire sales team logs information into the same system, ensuring everyone has up-to-date client details and reducing communication gaps.

Difficulty Level: beginner

Demonstrate the capabilities of Power Automate (15–20%)

Identify Power Automate components

Describe use cases for cloud and desktop flows

Key Concepts

Cloud flows are designed to automate processes that happen online or with cloud-based applications like SharePoint, Outlook, or Microsoft Teams. They can be triggered by events such as receiving an email or updating a document in OneDrive.
Desktop flows focus on automating tasks performed directly on a user’s computer, including repetitive actions and data entry in desktop applications that do not have built-in automation features.
Choosing between cloud and desktop flows depends on the task: use cloud flows for web-based and cross-application automation; use desktop flows when dealing with legacy systems or locally installed programs.

Practical Example

A cloud flow could be set up to automatically send reminders in Microsoft Teams whenever a new form response is received in Microsoft Forms, ensuring timely follow-up without manual monitoring.

Real-World Use Case

A non-technical employee at a large organization uses a desktop flow to automate monthly data extraction from an old accounting program installed on their computer. The flow copies data into an Excel file, saving time and reducing errors from manual copy-paste.

Difficulty Level: beginner

Describe use cases for cloud flow templates

Key Concepts

Cloud flow templates offer pre-built solutions to automate repetitive tasks, making it easier for users with no coding background to streamline processes.
Templates can connect popular apps like Outlook, SharePoint, and Teams, allowing employees to quickly set up workflows for notifications, approvals, or data movement.
Using templates reduces the risk of errors because they follow tested, standardized procedures, helping new users safely automate common business activities.
Cloud flow templates save time on setup; instead of designing a workflow from scratch, employees can modify existing templates to fit their business needs.
Templates encourage consistency across teams by providing standardized automation processes, making it easier to maintain company best practices.

Practical Example

A non-technical employee uses a cloud flow template to automatically send a Teams notification whenever a new document is uploaded to a SharePoint folder, keeping the team updated without manual emails.

Real-World Use Case

In a marketing department, a coordinator uses a cloud flow template to automate approval requests for campaign materials. When files are added to a SharePoint site, the template sends them to the manager for approval and notifies the team once approved, saving time and ensuring nothing is missed.

Difficulty Level: beginner

Describe how Power Automate cloud flows use connector triggers and actions

Key Concepts

Connector triggers allow Power Automate cloud flows to start automatically when a specific event occurs, such as receiving a new email or adding a new item to a SharePoint list.
Connector actions are steps that a flow can take after it is triggered, like sending a notification, updating a record, or creating a calendar event in another application.
By combining connector triggers and actions, cloud flows automate routine tasks between Microsoft applications (such as Outlook, SharePoint, and Teams) with no coding knowledge required.
Using connectors makes it easy for non-technical users to build automations that save time and reduce manual work by connecting commonly used Microsoft services.
Each step in a cloud flow can be customized with conditions and data from previous steps, allowing personalized and efficient automations.

Practical Example

A non-technical employee sets up a flow that automatically saves any email attachments they receive in Outlook to a designated folder in OneDrive, ensuring files are backed up without manual effort.

Real-World Use Case

A sales team member configures a Power Automate cloud flow that updates a SharePoint sales lead list whenever a new lead email arrives in their Outlook inbox, enabling real-time tracking and reducing manual data entry.

Difficulty Level: beginner

Describe Power Automate use cases for approvals, Microsoft Teams, Outlook, SharePoint, Forms, and document automation

Key Concepts

Power Automate can streamline approval processes by automatically routing documents, requests, or expenses to the correct people for review—saving time and reducing manual follow-ups.
With Microsoft Teams integration, Power Automate can send instant notifications, reminders, or approval requests directly to team members, keeping everyone informed and connected.
Power Automate enables connections between Outlook, SharePoint, and Forms, allowing data collected from forms or emails to be automatically stored, organized, or shared with colleagues—reducing the need for manual data entry.
Document automation through Power Automate helps generate, edit, or move files (like contracts or reports) based on preset triggers such as form submissions or email arrivals.
These capabilities are accessible to non-technical users because Power Automate uses a simple, drag-and-drop interface and comes with many templates for common business tasks.

Practical Example

An employee uses Power Automate to set up an automatic workflow: when someone submits a leave request using Microsoft Forms, Power Automate notifies their manager on Microsoft Teams, sends an approval request, and then stores the approved form in a SharePoint folder.

Real-World Use Case

A non-technical HR administrator creates a workflow where job applications submitted via Forms trigger an automated approval sequence in Outlook. Once reviewed and approved, the application and feedback are saved to a candidate folder in SharePoint, and the applicant receives an automatic update email.

Difficulty Level: beginner

Describe the Power Automate apps including Power Automate for Desktop, Power Automate mobile, and the Power Automate maker portal

Key Concepts

Power Automate for Desktop is an application that allows users to automate repetitive tasks on their computers, such as moving files, copying data between spreadsheets, or filling out online forms, without needing to know how to code.
Power Automate mobile is an app available on smartphones and tablets that lets users monitor and manage their workflows on the go. You can receive notifications, approve requests, and trigger flows directly from your mobile device.
The Power Automate maker portal is a web-based platform where users can create, edit, and manage their flows in an easy-to-use visual interface. This portal is the central hub to explore templates, connect apps, and build automations tailored to business needs.

Practical Example

Imagine you receive email updates about customer feedback every day. With Power Automate for Desktop, you can set up a flow to automatically download email attachments and save them to a specific folder, saving you time from doing it manually.

Real-World Use Case

A non-technical employee in human resources uses the Power Automate mobile app to quickly approve leave requests while in meetings, and checks the status of ongoing workflow processes using the maker portal back at their desk.

Difficulty Level: beginner

Describe actions for Power Automate desktop flows

Key Concepts

Actions in Power Automate Desktop flows are the individual steps that perform tasks, such as clicking buttons, copying files, or extracting data from web pages.
Each action is configurable using simple menus, making it easy for non-technical users to automate repetitive tasks without needing to write code.
Actions can be combined and ordered in sequences to create tailored workflows for specific business processes, ensuring tasks are completed consistently and accurately.
Common actions include sending emails, working with Excel files, and interacting with desktop applications to streamline everyday office activities.

Practical Example

An employee sets up a desktop flow to automatically extract data from a daily sales Excel report, copy the relevant figures, and email them to their manager. The flow uses actions like ‘Launch Excel’, ‘Read from Excel worksheet’, ‘Send Email’, and ‘Close Excel’.

Real-World Use Case

A non-technical HR employee uses Power Automate Desktop actions to automate onboarding. For each new employee, the flow creates a folder for documents, fills in a welcome email template, and schedules introductory meetings, improving efficiency and consistency.

Difficulty Level: beginner

Describe Process Mining

Key Concepts

Process Mining is a technique that uses data from IT systems to visualize, analyze, and improve business processes. It helps uncover how tasks and workflows truly happen within an organization.
It collects and examines event logs (digital records of activities) to show where processes are efficient or where there are delays and bottlenecks.
Process Mining provides clear, visual maps of how work moves through departments, helping businesses see the difference between intended processes and what actually happens every day.
With these insights, organizations can identify areas to automate or refine, leading to more efficient workflows and better decision-making.
The technique requires no coding or technical background to interpret the results, making it accessible and valuable for both technical and non-technical employees.

Practical Example

Imagine your company uses a customer support system to track service requests. Process Mining can analyze the data from this system to display a step-by-step flow of how requests are handled—from being received, assigned to an agent, resolved, and then closed. It can reveal if certain requests are consistently delayed at a specific step, highlighting where improvements can be made.

Real-World Use Case

A Microsoft sales operations team uses Process Mining to examine how customer orders are processed. By analyzing Microsoft Dynamics 365 data, the team discovers that order approvals are often delayed during a specific review stage. As a result, they streamline this part of the process and introduce automation to speed up approvals, resulting in faster order completion and improved customer satisfaction.

Difficulty Level: beginner

Describe loops and branching in cloud flows

Key Concepts

Loops in cloud flows allow you to repeat actions multiple times, such as processing each item in a list or all responses from a survey automatically.
Branching uses conditions to make decisions within a cloud flow. The flow takes different actions depending on whether certain criteria are met (for example, if a value is above or below a threshold).
Combining loops and branches helps automate tasks that need repetitive checks or actions, so you don’t have to do these manually.
These features let you build more dynamic and flexible automated processes within Microsoft Power Automate, saving time and reducing errors.
You can easily set up loops and branching with simple drag-and-drop actions and guided menus, making them accessible even if you are not a technical expert.

Practical Example

Imagine you have a list of new customer requests in Excel. Using loops, Power Automate checks each request and branches to approve or reject them based on whether details are complete. Whenever details are missing, the flow sends an automated follow-up email.

Real-World Use Case

A sales administrator uses cloud flows to process incoming customer leads from a SharePoint list. The flow loops through each lead, checks if all required fields (like phone and email) are filled in, and branches to either assign the lead to a salesperson or send a notification asking for more information.

Difficulty Level: beginner

Build a Power Automate flow

Create a cloud flow by using an instant, automated, or scheduled trigger

Key Concepts

Cloud flows in Microsoft Power Automate help automate tasks by connecting different tools and services without needing technical skills.
You can start a cloud flow using different triggers: ‘instant’ (manually started by you), ‘automated’ (triggered by an event like receiving an email), or ‘scheduled’ (runs on a regular timetable such as every morning).
Creating a flow typically involves selecting a trigger, specifying what action you want to take (like sending a notification or updating a file), and then saving your flow so it runs automatically when needed.

Practical Example

Imagine you want to be notified in Teams whenever someone fills out a feedback form. You can create an automated cloud flow that watches for new responses in Microsoft Forms and sends you a message in Teams each time a response is submitted.

Real-World Use Case

A non-technical employee at a Microsoft office sets up a scheduled cloud flow to automatically send a daily summary of meetings from Outlook Calendar to their manager’s email every morning, saving time and ensuring consistent communication.

Difficulty Level: beginner

Create and modify cloud flows through conversations

Key Concepts

Cloud flows can be created and updated using natural language conversations in Microsoft Power Platform, making automation accessible to non-technical users.
Users can describe the workflow they want, such as sending notifications or updating records, and the system will interpret and create the flow automatically.
Modifying existing cloud flows is as simple as providing new instructions or asking for changes in plain language, reducing the need to understand technical details.

Practical Example

An employee wants to receive an email every time a new client is added to the company database. By explaining this need to the Power Platform tool using everyday language (e.g., ‘Send me an email when a new client is added’), the tool creates the necessary flow without the user having to write any code.

Real-World Use Case

A sales manager in a retail company uses Power Platform to automate follow-up reminders for team members. By simply chatting with the tool, they set up a cloud flow that sends a reminder message to the team whenever a high-value sale is recorded, ensuring timely follow-up for important clients.

Difficulty Level: beginner

Run and monitor cloud flows

Key Concepts

Cloud flows in Power Automate allow you to automate repetitive tasks by connecting various apps and services, such as Outlook, SharePoint, and Teams.
Running a cloud flow involves triggering it manually or automatically based on set conditions like receiving an email or a calendar event.
You can monitor cloud flows through Power Automate’s dashboard, where you see flow activity, check success or failure alerts, and diagnose any issues.

Practical Example

An employee sets up a cloud flow to automatically save email attachments received in Outlook to a specific folder in OneDrive. This helps reduce manual work and keeps files organized.

Real-World Use Case

HR staff use a cloud flow to automatically register new employee onboarding requests from a form in Microsoft Forms and send confirmation emails, improving efficiency and reducing manual entry errors.

Difficulty Level: beginner

Test a cloud flow

Key Concepts

Testing a cloud flow allows you to see how your automated process functions before you use it for real business tasks. This helps you catch any errors and make sure the flow works as expected.
To test a cloud flow, you typically provide sample data or trigger the flow manually. The platform will show you the step-by-step outcome for each part of your flow.
By reviewing test results, you can identify if any steps failed, understand why, and make corrections. Re-test until the flow reliably completes all its actions.
Testing is an important part of building automation, ensuring the flow does not cause unwanted effects, lose information, or create extra work.
Even non-technical users can test flows easily with simple built-in tools, using clear messages and visual guidance to validate each step.

Practical Example

Imagine you set up a cloud flow to automatically send a welcome email to new employees. Testing this flow allows you to check the email content, confirm that it is sent to the right address, and ensure no mistakes occur before actual new hires are onboarded.

Real-World Use Case

A HR assistant creates a cloud flow to log leave requests in a shared spreadsheet and alert the team lead via email. By testing the flow with a sample leave request, the assistant confirms that it works, preventing missed or incorrect alerts.

Difficulty Level: beginner

Key Concepts

Cloud flows are automated workflows created in Power Automate that connect your apps and services to automate tasks and processes.
Sharing a cloud flow allows other team members to access, run, and collaborate on the automation—making processes more efficient and reducing manual effort.
To share a cloud flow, you simply open the flow in Power Automate, select the ‘Share’ option, and add users or groups who should have access. You can choose different permission levels, such as owner or run-only user.
Sharing flows helps ensure consistency in processes, enables collaboration, and lets non-technical staff use automation without needing to build flows themselves.

Practical Example

Imagine you created a cloud flow that automatically sends a reminder email to employees for a weekly team meeting. By sharing this flow with your team, everyone receives the reminder automatically, and others can update the flow if meeting times change.

Real-World Use Case

An HR manager creates a cloud flow to track employee vacation requests by collecting submissions from a Power Pages form and sending automatic notifications to managers. By sharing this flow with relevant managers, everyone involved can easily view submissions, approve requests, and keep the process transparent without manual emails or paperwork.

Difficulty Level: beginner

Demonstrate the capabilities of Power Pages (10–15%)

Describe the capabilities of Power Pages

Describe use cases for Power Pages

Key Concepts

Power Pages allows organizations to quickly create secure, branded websites without any coding experience, making it accessible for employees who are not IT specialists.
These websites can be used to collect information from users, share company news, and provide self-service portals for employees or customers.
Power Pages integrates with other Microsoft Power Platform tools, enabling automation, data collection, and reporting directly from the website, which streamlines business processes.

Practical Example

A human resources department creates a Power Pages site to let employees submit leave requests online. Employees fill out a simple form, and the requests are automatically routed to the correct manager for approval.

Real-World Use Case

A non-technical employee in the finance team uses Power Pages to build an expense submission portal. Colleagues upload receipts and details through the site, which then automatically organizes submissions and notifies the finance team for review—eliminating the need for paper-based processes and emails.

Difficulty Level: beginner

Describe methods for creating sites

Key Concepts

Use Microsoft Power Pages to create business websites easily through a user-friendly, drag-and-drop interface, without requiring coding knowledge.
Start with pre-built templates that match common business needs (like employee portals or event registration), then customize the content, layout, and branding to fit your organization.
Integrate forms and data collection tools using Microsoft Dataverse, allowing your site to collect information and display business data securely and efficiently.

Practical Example

A sales team at a large company creates an internal site using Power Pages for tracking customer inquiries. They select a template, adjust it to their branding, and add simple forms to capture customer data, all without technical expertise.

Real-World Use Case

HR staff at a non-technical organization build an employee onboarding portal using Microsoft Power Pages. This site provides newcomers with resources, forms to fill out, and company policies, reducing email overload and streamlining the onboarding process.

Difficulty Level: beginner

Describe Power Pages security concepts

Key Concepts

Authentication controls who can access a Power Page, ensuring that only authorized users (like employees or partners) can log in and see specific information.
Authorization defines what users can do and see once they are logged in, such as viewing, editing, or submitting data, based on their role (e.g., HR staff vs. general employees).
Data protection safeguards sensitive business information by using tools like encryption and secure connections, helping ensure that company and customer data stays confidential.

Practical Example

Imagine a company uses Power Pages to create an employee portal. Only employees with a valid company email can log in (authentication). Once inside, HR staff can access and manage employee records, while other staff can only see their own information (authorization). All data exchanged on the portal is encrypted for security.

Real-World Use Case

A non-technical employee needs to submit a leave request via a Power Page. Security features ensure that only authenticated employees can access the form, and that each employee can view only their own requests, protecting privacy and data integrity.

Difficulty Level: beginner

Create a Power Pages site

Create and modify Power Pages sites by using Copilot

Key Concepts

Copilot in Power Pages helps you create websites quickly by describing what you want in plain language, making web development accessible even if you don’t have technical skills.
You can easily modify existing site content, update layouts, and tweak user interfaces by chatting with Copilot, which automatically generates the required changes.
Copilot guides you through adding features like forms for data collection, interactive dashboards, and security settings—enabling you to build functional, professional sites with minimal effort.
All site creation and modification tasks are performed within a user-friendly interface, so you can preview changes instantly before publishing.
Using Copilot allows teams to collaborate and iterate on Power Pages sites faster, saving time and reducing reliance on IT or web development professionals.

Practical Example

A Human Resources employee at a large company wants to create an internal website for employees to submit feedback about workplace policies. The employee simply tells Copilot, ‘Create a feedback site for employees with a form for policy suggestions.’ Copilot generates the site and form automatically, and the employee can tweak wording or appearance easily.

Real-World Use Case

A non-technical marketing manager needs to launch a campaign microsite to collect customer contact details for a contest. They use Copilot in Power Pages to set up the site, add a secure form, and publish it—all without needing coding skills or help from a web developer.

Difficulty Level: beginner

Describe design studio workspaces

Key Concepts

Design studio workspaces are collaborative environments within the Power Platform where teams can brainstorm, plan, and create solutions together, such as apps or workflows.
These workspaces often provide visual tools and templates that make it easy for non-technical users to organize ideas, design business processes, and share feedback with colleagues.
Access to design studio workspaces is usually based on roles and permissions, ensuring that only authorized team members can view, edit, or publish solutions, which helps maintain data security and project integrity.
Multiple team members can work on projects at the same time, streamlining communication and making it easier to iterate on ideas before finalizing applications or automations.
Most design studio workspaces integrate with other Microsoft tools (like Teams or SharePoint) to make collaboration and information sharing straightforward for employees.

Practical Example

A group of sales support staff use Power Platform’s design studio workspace to visually map out a new lead tracking application. They collaboratively drag-and-drop workflow steps, add notes, and propose features—all in a centralized, easy-to-access online environment.

Real-World Use Case

A non-technical HR team uses a design studio workspace to build an employee onboarding process in Power Automate. By working together in the workspace, they design task lists, approval flows, and automated reminders without needing any formal programming skills.

Difficulty Level: beginner

Create and modify pages

Key Concepts

Pages in Power Platform apps are individual screens that display information or allow users to interact with data, such as forms or dashboards.
Creating a page typically involves choosing a template or layout, adding components (like text boxes, images, or data tables), and arranging them to suit the intended purpose.
Modifying a page is straightforward: you can easily update content, add new features, or rearrange elements using a simple drag-and-drop interface, without needing technical skills.
Pages can be customized to match business needs, such as showing specific data for a department or making processes easy for users to complete.
Publishing changes to pages can be done with just a few clicks, so updates and improvements are quickly visible to everyone using the app.

Practical Example

A marketing coordinator wants to create an internal dashboard showing campaign performance. Using Power Platform, they create a page displaying key metrics like leads generated, budget spent, and campaign status. The coordinator easily adds charts and tables and reorganizes them with drag-and-drop tools, all without coding.

Real-World Use Case

An HR assistant updates the ‘Employee Onboarding’ page in a company portal to include a new checklist for required documents. They modify the page by adding the checklist and a link to training sessions, helping new hires find information quickly and ensuring HR processes stay up-to-date.

Difficulty Level: beginner

Configure Power Pages components

Key Concepts

Power Pages is a tool in Microsoft Power Platform that allows you to create secure, interactive websites without needing to write code, making it approachable for non-technical users.
You can configure components such as forms, lists, and text sections to display or collect information from your audience, helping bring internal business processes online.
It’s possible to control who can view or submit information by setting simple permissions and security roles, ensuring the right people have the right access.
Simple drag-and-drop functionality allows you to add and arrange elements on the webpage, so you can easily update content based on business needs without IT support.

Practical Example

A Human Resources team creates a Power Pages portal where employees can submit vacation requests and managers can approve or deny them, all through user-friendly online forms.

Real-World Use Case

An internal company portal for staff to access training materials, provide feedback, and view company news, with each department managing their own pages and content easily through Power Pages.

Difficulty Level: beginner

Modify a Power Pages theme

Key Concepts

A Power Pages theme controls the overall look and feel of your website, including colors, fonts, and layout. Modifying a theme allows you to customize your site to match your organization’s branding.
You can easily modify a Power Pages theme using built-in design tools. These tools let you choose different color palettes, font styles, and backgrounds without writing code, making it accessible for non-technical users.
Changing your theme helps improve user experience by making your site more visually appealing and consistent with company standards. It can also help convey professionalism and build trust with visitors.

Practical Example

Imagine your company uses a specific blue color and font in all its materials. By modifying your Power Pages theme, you can match your company’s colors and fonts so that visitors instantly recognize the brand when they visit your site.

Real-World Use Case

A non-technical employee in Human Resources needs to update the internal training portal to reflect the company’s latest branding guidelines. Using Power Pages’ theme customization features, they update colors and fonts to align with new standards—no coding required.

Difficulty Level: beginner

Study Recommendations

Review each section thoroughly - Make sure to understand the core concepts
Practice with hands-on labs - Theoretical knowledge should be reinforced with practical exercises
Take practice tests - Test your understanding with sample questions
Join study groups - Collaborate with peers to enhance learning

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