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b/Allfiles/PL200_Change_Log.md deleted file mode 100644 index 1ca1026f..00000000 --- a/Allfiles/PL200_Change_Log.md +++ /dev/null @@ -1,43 +0,0 @@ -# Change Log: PL-200T00 - -## Purpose - -The purpose of this document is to highlight the significant changes to the PL-200T00 course from the previous release. This document is for Microsoft Certified Trainers and Instructors to use before they deliver the class or during preparation for teaching the class. - -This is not an error log or a supplement to the Course Materials. This document just provides additional context so that you can understand the major changes to the course content. Most of the course materials in the MCT Download Center have been updated to fix typos, broken links, and formatting. So, we recommend you always download the latest copies. Please read the Trainer Preparation Guide which provides the overall strategy for implementing this training. - -Please read the Instructor Preparation Guide which provides the overall strategy for implementing this training. - -## Update History - -### October 2022 - -1. Course redesign was conducted following the refreshed Job Task Analysis (JTA) from April 2022. The course content has been aligned with Microsoft Learn modules. There are now 9 modules. - -1. Power Apps portals have been replaced by Power Pages. - -1. The following topics have been removed: - -- AI Builder -- Excel and Word templates -- Desktop flows - -1. Power Automate Desktop flows have been removed as there is a separate role and course, PL-500T00, Power Automate RPA Developer. - -1. The scope of Power BI has been restricted to just using Power BI with the rest of the Power Platform as there is a separate role and course, PL-300T00, Microsoft Power BI Data Analyst. - -1. Labs have been changed to reflect the real-world activities that a new functional consultant will perform. Instead of creating a new data model and apps, an existing solution is extended and modified. All labs have been refreshed and a number of labs have been removed. - -### January 2022 - -1. The course was moved to a 4-day recommended format January 14, 2022. The decision to reduce this course from a 5-day duration was a result of the Beta Teach conducted in October 2021. - -1. During this update effort, it was determined that some of the existing labs could be considered optional and moved to the end of the lab schedule. All existing labs will continue to be provided and supported, but the following labs have been moved to the end of the course schedule: Build charts, Build dashboards, Bulk delete data, Build a Word template, Build an Excel template, Duplicate detection, Import data, and Export data. Please see the Trainer Prep Guide for the recommended schedule for teaching this course. - -### November 2021 - -1. Course redesign was conducted to align with existing Learn content and the refreshed JTA from April 2021. One of the main topics added to the JTA was solutions. There was minimal content coverage impact with this update. The course was restructured into 12 modules, as opposed to 7. - -1. New Instructor PowerPoint decks were created in alignment with the new course structure. - -1. Labs: complete walkthrough of each lab was performed and any UI changes that impacted button names, navigation changes, etc. were addressed. The following labs have been moved to the end of the course schedule and marked as optional for the course: Build charts, Build dashboards, Bulk delete data, Build a Word template, Build an Excel template, Duplicate detection, Import data, and Export data. diff --git a/Allfiles/PL200_Trainer_Prep_Guide.md b/Allfiles/PL200_Trainer_Prep_Guide.md deleted file mode 100644 index adda7a97..00000000 --- a/Allfiles/PL200_Trainer_Prep_Guide.md +++ /dev/null @@ -1,141 +0,0 @@ -# PL-200T00: Power Platform Functional Consultant Trainer Preparation Guide - -## Required Materials to Teach This Course - -To teach this course, you need the following materials: - -- Microsoft PowerPoint files -- Microsoft Learn collection -- Student lab instructions - -The Microsoft Learn modules are listed on the course page (). - -## Prerequisite Knowledge to Teach This Course - -To successfully teach these courses, instructors must have experience leveraging the following: - -- Microsoft Power Platform (including Power Apps, Power BI, Power Automate, Power Virtual Agents, and Microsoft Dataverse) -- Consulting skills (including requirements gathering and ALM) -- Project processes, methodologies, and best practices - -## Preparation Tasks - -Instructors should complete the following tasks to prepare for each of the courses in the Microsoft Power Platform (PL) series: - -- Review all topics in the Microsoft Learn modules. You should be well-versed in every topic. -- Review all PowerPoint slides and make notes to match your specific teaching style. Add notes in the notes pane where necessary. Many of these concepts make for very robust and engaging demos. Where possible try to share the knowledge via a demo and not exclusively with PowerPoint slides. -- Be able to speak to each of the talking points or graphics on the slides. Be aware of the topic in Microsoft Learn that each slide aligns to. -- Several topics have discussion slides. The discussions are meant to engage students in both virtual and in-person training deliveries. Try to keep the students engaged in conversation. -- Not only should you review the labs, but you should be able to successfully complete them so that you become familiar with any of the difficult points. This will prepare you for helping students in class. - -## Course Timing - -This course is expected to take 4 full (8 hour) days, including labs (with breaks taken into consideration). We appreciate any feedback you can provide about timing considerations or scheduling changes that emerge during a live course. - -### Labs - -Labs are divided by module. The PowerPoint slides indicate when labs should be performed. You can find the labs that correspond to that module in the trainer PowerPoint slides in the GitHub repository. - -### Recommended Schedule - -|Day|Module|Type|Lesson\Lab|Duration|Comments| -|---|---|---|---|---|---| -|1|0|Lecture|Introduction to course|45|Includes 10 minute end-to-end demo of Completed solution| -|1|0|Lab|Lab 0|15|Validate lab environment| -|1|1|Lecture|Module 1 Lessons 1-4|60|Introduction to Dataverse, environments, and solutions| -|1|1|Lab|Labs 1.1, 1.2, 1.3|40|Environments and solutions| -|1|1|Lecture|Module 1 Lessons 5-6|60|Tables and columns| -|1|1|Lab|Labs 1.4, 1.5|50|Tables and columns| -|1|1|Lecture|Module 1 Lessons 7-8|60|Relationships and calculated columns| -|1|1|Lab|Labs 1.6|60|Relationships| -|2||Review|Day 1 summary|15|Review of topics from Day 1| -|2|2|Lecture|Module 2 Lesson 1|30|Business rules| -|2|2|Lab|Labs 2.1|15|Business rules| -|2|2|Lecture|Module 2 Lesson 2|15|Import and export data| -|2|2|Lab|Labs 2.2, 2.3|15|Import and export data| -|2|2|Lecture|Module 2 Lesson 3|75|Security| -|2|2|Lab|Labs 2.4, 2.5|45|Security roles and users| -|2|2|Lecture|Module 2 Lesson 4|15|Administration| -|2|3|Lecture|Module 3|75|Model-driven apps| -|2|3|Lab|Labs 3.1, 3.2, 3.3|90|Forms, Views, Dashboards| -|3||Review|Day 2 summary|15|Review of topics from Day 2| -|3|4|Lecture|Module 4|90|Canvas apps| -|3|4|Lab|Lab 4.1|90|Enhance a canvas app| -|3|5|Lecture|Module 5|45|Power Pages| -|3|5|Lab|Lab 5.1|30|Build a Power Pages portal| -|3|6|Lecture|Module 6 Lessons 1-7|75|Workflows and cloud flows| -|3|6|Lab|Lab 6.1|45|Cloud flows| -|4||Review|Day 3 summary|15|Review of topics from Day 3| -|4|6|Lecture|Module 6 Lesson 8|60|Business process flows| -|4|6|Lab|Lab 6.2|30|Business process flows| -|4|7|Lecture|Module 7|60|Power Virtual Agents| -|4|7|Lab|Lab 7.1|30|Power Virtual Agents| -|4|8|Lecture|Module 8|45|Power BI| -|4|9|Lecture|Module 9|60|Solutions and integrations| -|4||Review|Day 4 summary|90|Review of topics from the whole course| - -We appreciate any feedback you can provide about timing considerations or scheduling changes that emerge during a live course. - -## Lab Specification Guide - -The PL-200 course provides a set of lab instructions hosted publicly on GitHub. These labs align with the content of certain modules within the course. In addition to the recommended schedule in this guide, you will find placeholder slides in the Instructor PowerPoint decks for each lab. Based on timing necessities or your own teaching preferences, you may choose to move these slides to different parts of the course and teach the labs at different points. - -With a course that covers so many topics like this one it is not possible to have hands on opportunities for each topic. Whenever possible we have added links to other learning opportunities that might have hands on activities for students to try on their own. These links are not managed by the team that manages the course content, so please ensure the links are active prior to sharing with students. - -### Lab Credentials - -Almost all steps in the labs are performed in the Microsoft 365 tenants that learners acquire through the authorized lab hosting (ALH) provider. Since the labs are tenant-based and those tenants update each month, it is possible that some of the lab instructions become out of sync with the updated tenant. While we try to update the lab instructions regularly, be aware of this possibility. - -Each student should be supplied with the following through the lab hosting provider: - -- A blank virtual machine (if they choose to, they can forgo the virtual machine after acquiring the credentials and work in a browser on their local machine) -- A Microsoft 365 tenant credential, which they will use to acquire a Microsoft Power Platform trial. - -Students should record these credentials upon their receipt and continue using the same credentials throughout the duration of the course. - -### Lab Demos - -To build a demo environment, you could complete the labs as a student would and use those as examples as needed for your demos. Demos are not required for each module. Do a few on topics that you feel most comfortable. - -To build a demo environment, you could complete the labs as a student would and use those as examples as needed for your demos. Demos are not required for each module, but do add to the student experience and increases retention of learning. Do a few on topics that you feel most comfortable. - -The course does not have student hands on for Power BI. If you have the chance to build and demonstrate these topics, that will certainly help students retain more of the details of the topics. We have included links for hands on opportunities for the students in the speaker notes for each of these modules. - -### Lab Instructions - -Student lab instructions are hosted on the public GitHub repository for PL-200 in Markdown format. - -Due to the dynamic nature of the products, we expect that the user experience of the technology will not always match the lab instructions perfectly. We encourage MCTs to contribute to the lab steps when a bug is noticed during course facilitation by creating a Pull Request. - -Students can access the lab instructions using the more user-friendly GitHub pages feature . MCTs can distribute this link to students at their convenience. Please be aware that authorized lab hosters will often surface our lab instructions within their own user interface. These instructions are surfaced from a dynamic pull from our GitHub repositories, so they should always remain current with our GitHub site. - -### Lab Timing - -Labs are divided by module. Labs can either be completed either at the end of lessons within the modules, or at the end of the entire module. You can find the labs that correspond to that module in the trainer PowerPoint slides. - -|Module #|Lab #|Lab Title|Duration| -|---|---|---|---| -|0|0|Validate lab environment|15| -|1|1|Environments|10| -|1|2|Publisher and Solution|10| -|1|3|Import solution|20| -|1|4|Tables|20| -|1|5|Columns|30| -|1|6|Relationships|60| -|2|1|Business rules|15| -|2|2|Import data|10| -|2|3|Export data|5| -|2|4|Security roles|30| -|2|5|Users and Teams|15| -|3|1|Forms|60| -|3|2|Views|20| -|3|3|Dashboards|10| -|4|1|Build a canvas app|90| -|5|1|Build a Power Pages portal|30| -|6|1|Cloud flows|45| -|6|2|Business process flows|30| -|7|1|Power Virtual Agents|30| - -### Lab Issues - -For issues where the user experience does not match the lab instructions (ie., buttons changed, placement of links changed, process changes), please raise the issue in the Issues section of the GitHub site. This will allow our content development team to make updates for the next course. For issues with the hosting platform or the tenant, please raise an issue directly with the support team of the Authorized Lab Hoster. diff --git a/Instructions/Labs/LAB[PL-200]_M00L00_Validate_Lab_Environment.md b/Instructions/Labs/LAB[PL-200]_M00L00_Validate_Lab_Environment.md index 5fd125e3..31f7b226 100644 --- a/Instructions/Labs/LAB[PL-200]_M00L00_Validate_Lab_Environment.md +++ b/Instructions/Labs/LAB[PL-200]_M00L00_Validate_Lab_Environment.md @@ -1,31 +1,43 @@ --- lab: title: 'Lab 0: Validate lab environment' - module: 'Module 0: Course Introduction' + module: 'Learning Path 0: Course Introduction' --- # Practice Lab 0 - Validate lab environment > **IMPORTANT:** This lab provides you with a Microsoft 365 tenant and licenses for the Power Platform applications you will be using in this course. You will only be provided with one tenant for the practice labs in this course. The settings and actions you take within this tenant do not roll-back or reset, whereas the virtual machine you are provided with does reset each time you close the lab session. Please be aware that Microsoft 365 and Power Platform are evolving all the time. The instructions in this document may be different from what you experience in your actual tenant. It is also possible to experience a delay of several minutes before the virtual machine has network connectivity to begin the labs. -# WWL Tenants - Terms of Use -If you are being provided with a tenant as a part of an instructor-led training delivery, please note that the tenant is made available for the purpose of supporting the hands-on labs in the instructor-led training. Tenants should not be shared or used for purposes outside of hands-on labs. The tenant used in this course is a trial tenant and cannot be used or accessed after the class is over and are not eligible for extension. Tenants must not be converted to a paid subscription. Tenants obtained as a part of this course remain the property of Microsoft Corporation and we reserve the right to obtain access and repossess at any time. +## WWL Tenants - Terms of Use -Module 0: Course introduction -============================= +If you are being provided with a tenant as a part of an instructor-led training delivery, please note that the tenant is made available for the purpose of supporting the hands-on labs in the instructor-led training. -## Lab 0 – Validate lab environment +Tenants should not be shared or used for purposes outside of hands-on labs. The tenant used in this course is a trial tenant and cannot be used or accessed after the class is over and are not eligible for extension. -Scenario --------- +Tenants must not be converted to a paid subscription. Tenants obtained as a part of this course remain the property of Microsoft Corporation and we reserve the right to obtain access and repossess at any time. -In this lab, you will acquire a Power Platform trial tenant and access the Power Platform admin center. In the admin center, you will create an individual environment for use during the rest of the course. You will need **Microsoft 365 credentials** provided by the Authorized Lab Hoster, or otherwise. +## Exercise 1 – Access Microsoft Power Platform -Exercise 1 – Sign in to Power Apps --------------------------------------------------- +In this exercise, you will verify that you can access Power Apps. -1. Sign in to Power Apps at `https://make.powerapps.com` using the credentials provided to you on the **Resources** tab. +### Task 1.1 – Sign in to Power Apps -2. If prompted for contact information, enter `1234567` for the Phone number and select **Submit**. +1. Verify that you have your **Microsoft 365 credentials** from the Authorized Lab Host available. The credentials will be in the resources tab. -3. At the top right of your screen, verify that the Environment is set to **Dev One**. This is where you will be working for the entirety of this lab. If it is not, select the Dev One environment. +1. In a new browser tab, navigate to `https://powerapps.microsoft.com`. + +1. Enter the `email address` provided by the Authorized Lab Host. + +1. Select **Next**. + +1. Enter the `password` provided by the Authorized Lab Host. + +1. Select **Sign in**. + +1. Select **Yes** to stay signed in. + +1. If prompted for contact information, leave the Country/region as the default value and enter `0123456789` for Phone number and select **Submit**. + +1. At the top right of your screen, verify that the Environment is set to Dev One. This is where you will be working for the entirety of this lab. If it is not, select the **Dev One** environment. + + ![Environment selector.](../media/select-dev-one-environment.png) diff --git a/Instructions/Labs/LAB[PL-200]_M01L01_Environments.md b/Instructions/Labs/LAB[PL-200]_M01L01_Environments.md index ba7c95df..0c87473b 100644 --- a/Instructions/Labs/LAB[PL-200]_M01L01_Environments.md +++ b/Instructions/Labs/LAB[PL-200]_M01L01_Environments.md @@ -1,43 +1,71 @@ --- lab: title: 'Lab 1.1: Environments' - module: 'Module 1: Work with Microsoft Dataverse' + module: 'Learning Path 1: Work with Microsoft Dataverse' --- -# Practice Lab 1.1 - Create environments +# Practice Lab 1.1 - Environments ## Scenario -In this lab, you create environments for use during the remainder of the labs. +The tenant includes an environment named **Dev One** that you will do the majority of your lab work in. In this lab, you create another environment for use during the remainder of the labs. You will use the *Developer* environment type for both environments. -## Exercise 1 - Create environments +**Note:** Depending on the browser that you are using, it is suggested that you disable any pop-up blockers that maybe enabled. This will allow pop-up windows to appear as they should. -In this exercise, you will create a *Live* environment to deploy solutions into. +## Exercise 1 - Explore and create environments -**Note:** Depending on the browser that you are using, it is suggested that you disable any pop-up blockers that maybe enabled. This will allow pop-up windows to appear as they should. +In this exercise, you will review the **Dev One** environment and create a *Production* environment to deploy solutions into. + +### Task 1.1 - Explore the development environment + +1. Navigate to the Power Platform admin center `https://aka.ms/ppac` and sign in with your Microsoft 365 credentials if prompted again. + +1. Select **Get Started** or close the Welcome pop-up. + +1. Select **Environments** from the left navigation pane. There should be two environments, Contoso (default) and Dev One.. + + ![Environment in the Power Platform admin center.](../media/ellipses-settings-dev.png) + +1. Select the **Dev One** environment by clicking on the ellipses **...** next to its name to expand the drop down menu and select **Settings**. + +1. Explore the different areas in **Settings** that you may be interested in but do not make any changes yet. + +### Task 1.2 – Create the production environment + +1. Navigate to environments in the Power Platform admin center `https://admin.powerplatform.microsoft.com/environments`. + +1. Select **+ New**. + + ![Environment in the Power Platform admin center.](../media/ppac-environments.png) + +1. In the **Name** text box, enter **[my initials] Production**. (Example: PL Production). + +1. In the **Type** drop down, select **Developer**. + + ![New environment.](../media/new-environment-production.png) -### Task 1.1 – Create development environment +1. Leave all other selections as default and select **Next**. -1. Navigate to the Power Platform admin center `https://aka.ms/ppac` and sign in with your Microsoft 365 credentials if prompted again. +1. On the **Add Dataverse** tab, select **Save**. -1. Select **Get Started** or close the Welcome pop-up. +1. Your Production environment may take a few minutes to provision. Select **Refresh** if needed. When your environment **State** shows as **Ready**. -1. Select **Environments** from the left navigation pane. There should be two environments, Contoso (default) and Dev One. +1. You should now see the following environments; Contoso (default), Dev One, and Production. -1. Select **+ New**. + ![Environments.](../media/environments-all-dev-one.png) -1. In the **Name** text box, enter **[my initials] Live**. (Example: PL Live). + > **Note:** You will use the *Dev One* environment for all customizations in the labs. The *Production* environment will act as your live environment to import solutions into. -1. In the **Type** drop-down, select **Developer**. +### Task 1.3 – Enable classic solution explorer -2. Toggle the **Add a Daverse data store** to **Yes**. +1. Navigate to environments in the Power Platform admin center `https://admin.powerplatform.microsoft.com/environments`. -1. Leave all other selections as default and select **Next**. +1. Select the **Dev One** environment. -1. On the **Add Dataverse** tab, toggle **Deploy sample apps and data?** to **Yes**, Then select **Save**. +1. Select **Settings**. -1. You should now see three environments; Contoso (default), Dev One, and Live. +1. Expand **Product** and select **Behavior**. - ![Environments.](../media/environments-all.png) +1. Toggle *Show the Switch to classic buttons in Power Apps* to **On**. - > **Note:** You will use the *Dev One* environment for all customizations in the labs. The *Live* environment will act as your test/production environment. +1. Select **Save**. diff --git a/Instructions/Labs/LAB[PL-200]_M01L02_Solution.md b/Instructions/Labs/LAB[PL-200]_M01L02_Solution.md index c4478d25..b085da86 100644 --- a/Instructions/Labs/LAB[PL-200]_M01L02_Solution.md +++ b/Instructions/Labs/LAB[PL-200]_M01L02_Solution.md @@ -1,7 +1,7 @@ --- lab: title: 'Lab 1.2: Publisher and Solution' - module: 'Module 1: Work with Microsoft Dataverse' + module: 'Learning Path 1: Work with Microsoft Dataverse' --- # Practice Lab 1.2 - Publisher and Solution @@ -16,30 +16,31 @@ In this exercise, you will access the Power Apps maker portal, the Developer env ### Task 1.1 – Maker portal -1. Navigate to the Power Apps Maker portal and sign in with your Microsoft 365 credentials if prompted again. +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` and sign in with your Microsoft 365 credentials if prompted again. 1. If you are prompted for a **Phone number** enter `0123456789` and select **Submit**. -1. Switch environments by using the Environment Selector in the upper right corner of the screen. The *Contoso (default)* environment will be selected by default. +1. Switch environments by using the Environment Selector in the upper right corner of the screen. -1. Select your **Dev One** environment from the list. +1. Select the **Dev One** environment from the list. -1. Select **Apps** from the left navigation pane. You should see some default system apps listed, Solution Health Hub etc. You may also see Fabrikam Milestones and Portal Management apps being provisioned. + ![Select Development environment in the Power Apps maker portal.](../media/select-dev-environment.png) -1. Select **Tables** from the left navigation pane. You should see some recommended tables from the Common Data Model. +1. Select **Apps** from the left navigation pane and then select **All**. You should see several apps including, Dataverse Accelerator App, Solution Health Hub, Power Pages Management, and Package Management View, listed. +1. Select **Tables** from the left navigation pane. You should see the standard tables from the *Common Data Model* including Account and Contact. -### Task 1.2 – Create a publisher +### Task 1.2 – Create solution and publisher -1. Select **Solutions** from the left navigation pane. You should see several solutions including the Default Solution and the Common Data Services Default Solution. +1. Select **Solutions** from the left navigation pane. You should see several solutions including the *Default Solution* and the *Common Data Services Default Solution*. ![List of solutions in Maker portal.](../media/solutions-list.png) -1. Select the **Publishers** tab. +1. Select **+ New solution**. - ![List of publishers in Maker portal.](../media/publishers-list.png) +1. In the **Display name** text box, enter **`[my initials] Practice solution`**. The Name text box should be automatically populated. -1. Select **+ New publisher**. +1. Select **+ New publisher** below the **Publisher** dropdown. 1. In the **Display name** text box, enter `Fabrikam` @@ -47,20 +48,11 @@ In this exercise, you will access the Power Apps maker portal, the Developer env 1. In the **Prefix** text box, enter `fab` -1. Select **Save**. - ![New publisher.](../media/new-publisher.png) +1. Select **Save**. -### Task 1.3 – Create a solution - -1. Select the **Solutions** tab. - -1. Select **+ New solution**. - -1. In the **Display name** text box, enter **[my initials] Practice solution**. The Name text box should be automatically populated. - -1. In the **Publisher** drop-down, select **Fabrikam**. +1. In the **Publisher** drop-down, select **Fabrikam (fabrikam)**. 1. Select **Create**. @@ -68,11 +60,11 @@ In this exercise, you will access the Power Apps maker portal, the Developer env ## Exercise 2 - Add components to the solution -In this exercise, you will access the Power Apps maker portal and select the **Dev One** environment. +In this exercise, you will add an existing table to the solution. ### Task 2.1 – Add table -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com`. 1. Make sure you are in the **Dev One** environment. @@ -90,7 +82,7 @@ In this exercise, you will access the Power Apps maker portal and select the **D ![Add tables.](../media/add-tables.png) -1. Select **Next**. +1. Select **Next**. 1. Under the **Account** table, select the **Select objects** link. @@ -111,4 +103,3 @@ In this exercise, you will access the Power Apps maker portal and select the **D ![Add table objects.](../media/add-objects.png) 1. Select **Add**. - diff --git a/Instructions/Labs/LAB[PL-200]_M01L03_ImportSolution.md b/Instructions/Labs/LAB[PL-200]_M01L03_ImportSolution.md index 1599b7ae..86b7bf3c 100644 --- a/Instructions/Labs/LAB[PL-200]_M01L03_ImportSolution.md +++ b/Instructions/Labs/LAB[PL-200]_M01L03_ImportSolution.md @@ -1,7 +1,7 @@ --- lab: title: 'Lab 1.3: Import solution' - module: 'Module 1: Work with Microsoft Dataverse' + module: 'Learning Path 1: Work with Microsoft Dataverse' --- # Practice Lab 1.3 - Import solution @@ -21,175 +21,231 @@ The solutions contain: - Microsoft Dataverse data model - Security roles - Business rules -- Classic workflows +- Dataverse classic workflows - Model-driven apps - Charts and dashboards - Canvas app -- Cloud flows +- Power Automate cloud flows - Business process flows -- Power Virtual Agents chatbot In this lab, you will import the developed solutions and data. ## Exercise 1 - Import Fabrikam solutions -In this exercise, you will import the main solution into the **[my intials] Development** environment. - +In this exercise, you will import the main solution into the **Dev One** environment. ### Task 1.1 – Main solution -1. Navigate to `https://make.powerapps.com` +1. Navigate to `https://make.powerapps.com` + +1. Make sure you are in the **Dev One** environment. -1. Make sure you are in your **[my intials] Development** environment. +1. Select **Solutions**. -1. Select **Solutions**. +1. Select **Import solution**. -1. Select **Import solution**. +1. Select **Browse** and locate the **FabrikamEnvironmental_1_1_11_3.zip** file and select **Open**. -1. Select **Browse** and locate the **FabrikamEnvironmental_1_1_11_3.zip** file and select **Open**. + > **Note:** This file is located in the Documents\PL-200 folder on your machine. - > **Note:** This file is located in the Documents\PL-200 folder on your machine. + ![Solution to import.](../media/solution-to-import.png) - ![Solution to import.](../media/solution-to-import.png) +1. Select **Next**. -1. Select **Next**. +1. Select **Next** again. -1. Select **Next** again. +1. You need to create connections for the solution. -1. You need to create connections for the solution. + ![Connections for import of solution.](../media/connections-for-solution.png) - ![Connections for import of solution.](../media/connections-for-solution.png) +1. For the Approvals connection, in the **Select a connection** drop-down, choose **+ New connection**. -1. For the Approvals connection, in the **Select a connection** drop-down, choose **+ New connection**. +1. A new tab will open in the browser. Select **Create**. -1. A new tab will open in the browser. Select **Create**. + ![Create connection for approvals.](../media/create-approvals-connection.png) - ![Create connection for approvals.](../media/create-approvals-connection.png) +1. Switch back to the tab where you are importing the solution and select **Refresh**. -1. Switch back to the tab where you are importing the solution and select **Refresh**. +1. For the Microsoft Dataverse connection, in the **Select a connection** drop-down, choose **+ New connection**. -1. For the Microsoft Dataverse connection, in the **Select a connection** drop-down, choose **+ New connection**. +1. A new tab will open in the browser. Select **Create**. If prompted, sign in with your Microsoft 365 credentials. -1. A new tab will open in the browser. Select **Create**. If prompted, sign in with your Microsoft 365 credentials. +1. Switch back to the tab where you are importing the solution and select **Refresh**. -1. Switch back to the tab where you are importing the solution and select **Refresh**. +1. Both connections should now be configured. -1. Both connections should now be configured. + ![Connections for import of solution.](../media/connections-for-solution-added.png) - ![Connections for import of solution.](../media/connections-for-solution-added.png) +1. Select **Next**. -1. Select **Import**. +1. Select **Import**. - The solution will import in the background. This may take a few minutes. + The solution will import in the background. This may take a few minutes. - ![Solution imported.](../media/solution-imported.png) + ![Solution imported.](../media/solution-imported.png) - > **Alert:** Wait until the solution has finished importing before continuing to the next step. + > **Alert:** Wait until the solution has finished importing before continuing to the next step. -1. When the solution has imported successfully, open the **Fabrikam Environmental** solution. +1. When the solution has imported successfully, open the **Fabrikam Environmental** solution. -1. In the solution, select the **Overview** page. +1. In the solution, select the **Overview** page. - ![Overview.](../media/solution-overview.png) + ![Overview.](../media/solution-overview.png) -1. Select **Publish all customizations**. +1. Select **Publish all customizations**. +## Exercise 2 - Import data -### Task 1.2 – Power Virtual Agents solution +In this exercise, you will import data the into the **Dev One** environment using the Configuration Migration Tool and import Outcome rows into your Microsoft Dataverse environment using a dataflow. -1. Navigate to `https://make.powerapps.com` +### Task 2.1: Download and install Power Platform CLI -1. Make sure you are in your **[my intials] Development** environment. +1. Download the Power Platform CLI `https://aka.ms/PowerAppsCLI`. -1. Select **Solutions**. +1. Open the **powerapps-cli-1.0.msi** to install the CLI tools. -1. Select **Import solution**. +1. Use the setup wizard to complete the setup and select **Finish**. -1. Select **Browse**, locate the **FabrikamChatbot_1_1_1_1.zip** file and select **Open**. +1. Open a Command Prompt. - >[!NOTE] - > This file is located in the Documents\PL-200 folder on your machine. +1. Verify Power Apps CLI is installed. -1. Select **Next**. + ```dos + pac install latest + ``` -1. Select **Import**. The solution will import in the background. +### Task 2.2 - Import data with the Configuration Migration Tool +1. Open a Command Prompt. -## Exercise 2 - Import data +1. Launch the Configuration Migration Tool with the following command. + + ```dos + pac tool cmt + ``` + + ![Configuration Migration Tool.](../media/configuration-migration-step1.png) + +1. Select **Import data**. + +1. Select **Continue**. + +1. Select **Office 365** for *Deployment Type*. + +1. Check **Display list of available organizations**. + +1. Check **Show Advanced**. + +1. Select **Don't know** for *Online Region*. + +1. Enter your Microsoft 365 tenant credentials. + + ![Configuration Migration Tool Login page.](../media/configuration-migration-step2.png) + +1. Select **Login**. + + ![Configuration Migration Tool select environment.](../media/configuration-migration-step3a.png) + +1. Choose the **Dev One** environment. + +1. Select **Login**. + + ![Configuration Migration Tool select data file.](../media/configuration-migration-step4.png) + +1. Select the ellipses (...) and locate and select **Fabrikam Environment data.zip** file. + + > **Note:** This file is located in the Documents\PL-200 folder on your machine. + +1. Select **Open**. The data file will be validated. + +1. Select **Import Data**. The import process will take approximately a minute. + +1. Select **Exit**. + +1. Select the **X** to close the Configuration Migration Tool. + +### Task 2.3 – Load Outcome Excel file to OneDrive + +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` + +1. Select the **Waffle** button in the upper left corner to change applications and select **OneDrive**. (It may take a moment for your OneDrive to be set up. Select **Your OneDrive is ready** when you see it on the screen.) -In this exercise, you will import data the into the **[my intials] Development** environment using the Configuration Migration Tool. +1. Select **+ Add new** and select **Files upload**. +1. Locate and select the **Outcome data.xlsx** file and select **Open**. -### Task 2.1 - Import data + > This file should be located in the Documents\PL-200 folder on your machine. -1. In your lab virtual machine, open **File Explorer**. +### Task 2.4 – Create a dataflow to import Outcomes -1. Navigate to **Documents\PL-200\ConfigurationMigration**. +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Double-click on **DataMigrationUtility.exe** +1. Make sure you are in the **Dev One** environment. - ![Configuration Migration Tool.](../media/configuration-migration-step1.png) +1. Select **Tables** from the left navigation menu. -1. Choose **Import data**. +1. Select **Import** from the action menu, then select **Import data**. -1. Select **Continue**. +1. In the **Choose data source** dialog, select **Excel workbook**. -1. Select **Office 365** for **Deployment Type**. +1. Select **Browse OneDrive**. If prompted, sign in with your Microsoft 365 credentials. -1. Check the **Display list of available organizations** box. +1. Select the **Outcome data.xlsx** file you uploaded to OneDrive and select **Select**. -1. Enter your Microsoft 365 tenant credentials. +1. Select **Next**. - ![Configuration Migration Tool Login page.](../media/configuration-migration-step2.png) +1. Check the box next to **Table1**. -1. Select **Login**. +1. Select **Next**. Do not navigate away from this page. - ![Configuration Migration Tool select environment.](../media/configuration-migration-step3a.png) +1. Select the first three **Do Not Modify** columns. Tip: You can hold **Ctrl** on the keyboard and click with the mouse to select multiple columns. -1. Choose your **[my intials] Development** environment. +1. On the **Home** tab of the ribbon, select **Remove columns** to remove these three columns. -1. Select **Login**. +1. Select the **Estimated Completion Date** column. - ![Configuration Migration Tool select data file.](../media/configuration-migration-step4.png) +1. Right-click on the **Estimated Completion Date** column and select **Replace values**. -1. Select the ellipses (...) and locate and select **Fabrikam Environment data.zip** file. +1. Enter `null` for *Value to find*. - > **Note:** This file is located in the Documents\PL-200 folder on your machine. +1. For **Replace with**, enter a date in three months time. Use date format **MM/DD/YYYY**. -1. Select **Open**. The data file will be validated. +1. Select **OK**. The Estimated Completion Dates should show the date chosen. -1. Select **Import Data**. The import process will take approximately a minute. +1. Select **Next**. -1. Select **Exit**. +1. Select **Load to existing table**. -1. Select the **X** to close the Configuration Migration Tool. +1. Select **contoso_outcome** from the *Destination table* drop-down. +1. Under **Column mapping**, map **Estimated Completion Date**, **Goal**, **Outcome Description**, **Outcome Title**, and **Target Aim** to their corresponding destination columns. -## Exercise 3 - Sign up for Power Pages +1. Select **Next**. -In this exercise, you will provision a Power Pages site. This can take a while, so you will follow these steps to start the provisioning process in the background while you progress through your labs. You will configure the site in a future lab. +1. Select **Refresh manually**. -### Task 3.1 - Create a Power Pages site +1. Select **Publish**. -1. Navigate to the Power Pages portal `https://make.powerpages.microsoft.com/` and sign in with your Microsoft 365 credentials if prompted. +### Task 2.5 – Test Your work -1. Use the Environment selector to switch to your **Dev One** environment. +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Select **Get started**. +1. Select **Tables**. -1. If you are asked about your experience creating websites, select **Skip**. +1. Locate and open the **Outcome** table. -1. Choose the default design template, **Starter layout 1**, and select **Choose this template**. +1. You should see all the imported **Outcome** rows. - ![Select Starter layout template..](../media/power-pages-starter.png) +1. In the Maker portal, select **Apps**. -1. Enter `Fabrikam Milestones` for **Give your site a name**. +1. For the **Environmental Project Delivery** model-driven app, select the ellipses **...** and select **Play**, signing in with your Microsoft 365 credentials if prompted. -1. Use the autogenerated web address. +1. In the left-hand navigation of the app, select **Outcomes**. -1. Select **Done**. +1. The imported **Outcome** records should be in the view. - > The portal site will deploy. It can take around an hour for your site to fully deploy. +1. Select the title to open one of the imported **Outcome** records. - ![Power Pages portal deployed.](../media/portal-deployed.png) +1. Verify the **Estimated Completion Date** column is set to the future date. +1. Verify the **Outcome Lifecycle** business process flow is visible at the top of the form. diff --git a/Instructions/Labs/LAB[PL-200]_M01L04_Tables.md b/Instructions/Labs/LAB[PL-200]_M01L04_Tables.md index b2a33466..66e0be6a 100644 --- a/Instructions/Labs/LAB[PL-200]_M01L04_Tables.md +++ b/Instructions/Labs/LAB[PL-200]_M01L04_Tables.md @@ -1,7 +1,7 @@ --- lab: title: 'Lab 1.4: Tables' - module: 'Module 1: Work with Microsoft Dataverse' + module: 'Learning Path 1: Work with Microsoft Dataverse' --- # Practice Lab 1.4 – Tables @@ -19,118 +19,111 @@ In this practice lab, you will be modifying table properties and creating a new ## Exercise 1 – Explore the data model -In this exercise, you will be examining the tables in the Fabrikam Environmental solution. Take some time to familiarize yourself with your client, Fabrikam's, data model and existing business rules. - +In this exercise, you will be examining the tables in the Fabrikam Environmental solution. Take some time to familiarize yourself with your client, Fabrikam's, data model and existing business rules. ### Task 1.1 – Examine tables -1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` - -1. Make sure you are in your **Dev One** environment. +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Select **Solutions**. +1. Make sure you are in the **Dev One** environment. -1. Open the **Fabrikam Environmental** solution. +1. Select **Solutions**. -1. In the **Objects** pane on the left, expand **Tables**. +1. Open the **Fabrikam Environmental** solution. -1. Select the **Project** table. +1. In the **Objects** pane on the left, expand **Tables**. - ![Project table.](../media/project_table.png) +1. Select the **Project** table. -1. Under **Schema**, select **Columns**. You will see columns including Project Title, Project Type, Estimated End, and Program. + ![Project table.](../media/project_table.png) -1. In the **Objects** pane on the left, select **Relationships**. You will see multiple One-to-many, Many-to-one, and a many-to-many relationships. +1. Under **Schema**, select **Columns**. You will see columns including Project Title, Project Type, Estimated End, and Program. -1. Expand the **Milestone** table and examine its columns and relationships. +1. In the **Objects** pane on the left, select **Relationships**. You will see multiple One-to-many, Many-to-one, and a many-to-many relationships. -1. Expand the **Project Funding** table and examine its columns and relationships. +1. Expand the **Milestone** table and examine its columns and relationships. -1. Select **Business rules** under the **Project Funding** table. There is a rule for the funding percentage. Open the business rule and examine how it works. +1. Expand the **Project Funding** table and examine its columns and relationships. -1. Close the business rule and select **Done**. +1. Select **Business rules** under the **Project Funding** table. There is a rule for the funding percentage. Open the business rule and examine how it works. -1. Expand the **Project Resource** table and examine its columns and relationships. +1. Close the business rule and select **Done**. +1. Expand the **Project Resource** table and examine its columns and relationships. ## Exercise 2 – Change table properties In this exercise, you will be updating the properties on the Project table to allow users to add attachments and use activities with project records. You will also enable audit and other search on other tables in the solution. - ### Task 2.1 – Enable attachments and activities on the project table -1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Make sure you are in the **Dev One** environment. +1. Make sure you are in the **Dev One** environment. -1. Select **Solutions**. +1. Select **Solutions**. -1. Open the **Fabrikam Environmental** solution. +1. Open the **Fabrikam Environmental** solution. -1. In the **Objects** pane on the left, expand **Tables**. +1. In the **Objects** pane on the left, expand **Tables**. -1. Select the **Project** table. +1. Select the **Project** table. -1. Select **Properties**. +1. Select **Properties**. - ![Project table properties.](../media/table-properties.png) + ![Project table properties.](../media/table-properties.png) - > **Note:** If Properties is not shown, maximize your browser and/or zoom in until Properties appears. + > **Note:** If Properties is not shown, maximize your browser and/or zoom in until Properties appears. -1. In the **Edit table** pane that appears on the right-hand side of the screen, check the **Enable attachments (including notes and files)** box. +1. In the **Edit table** pane that appears on the right-hand side of the screen, check the **Enable attachments (including notes and files)** box. - ![Enable attachments.](../media/enable-attachments.png) + ![Enable attachments.](../media/enable-attachments.png) -1. Expand **Advanced options** and scroll down. +1. Expand **Advanced options** and scroll down. -1. Check the **Creating a new activity** box. +1. Check the **Creating a new activity** box. - ![Advanced table properties.](../media/advanced-table-properties.png) - -1. Select **Save**. + ![Advanced table properties.](../media/advanced-table-properties.png) +1. Select **Save**. ### Task 2.2 – Enable audit and search on the Milestone table -1. Select the **Milestone** table. - -1. Select **Properties**. +1. Select the **Milestone** table. -1. In the **Edit table** pane that appears on the right-hand side of the screen, expand **Advanced options** and scroll down. +1. Select **Properties**. -1. Check the **Audit changes to its data** box. +1. In the **Edit table** pane that appears on the right-hand side of the screen, expand **Advanced options** and scroll down. -1. Check the **Appear in search results** box. +1. Check the **Audit changes to its data** box. -1. Select **Save**. +1. Check the **Appear in search results** box. +1. Select **Save**. ### Task 2.3 – Enable audit on the Outcome table -1. Select the **Outcome** table. +1. Select the **Outcome** table. -1. Select **Properties**. +1. Select **Properties**. -1. In the **Edit table** pane that appears on the right-hand side of the screen, expand **Advanced options** and scroll down. +1. In the **Edit table** pane that appears on the right-hand side of the screen, expand **Advanced options** and scroll down. -1. Check the **Audit changes to its data** box. - -1. Select **Save**. +1. Check the **Audit changes to its data** box. +1. Select **Save**. ### Task 2.4 – Enable audit on the Project Funding table -1. Select the **Project Funding** table. - -1. Select **Properties**. +1. Select the **Project Funding** table. -1. In the **Edit table** pane that appears on the right-hand side of the screen, expand **Advanced options** and scroll down. +1. Select **Properties**. -1. Check the **Audit changes to its data** box. +1. In the **Edit table** pane that appears on the right-hand side of the screen, expand **Advanced options** and scroll down. -1. Select **Save**. +1. Check the **Audit changes to its data** box. +1. Select **Save**. ## Exercise 3 – Create a custom table @@ -138,43 +131,40 @@ In this exercise, you will be creating a new custom table named Project Outcome. In later labs you will be adding columns and relationships to this custom table. - ### Task 3.1 – Create custom table -1. In the **Objects** pane on the left, select **Tables**. +1. In the **Objects** pane on the left, select **Tables**. -1. Select the **+ New** drop-down and select **Table** then **Table**. +1. Select the **+ New** drop-down and select **Table** then **Table**. -1. Enter `Project Outcome` for **Display Name**. The plural name will be automatically populated. +1. Enter `Project Outcome` for **Display Name**. The plural name will be automatically populated. -1. Enter `Environmental outcomes for a project` for **Description**. +1. Enter `Environmental outcomes for a project` for **Description**. -1. Expand **Advanced options**. +1. Expand **Advanced options**. -1. Uncheck the **Apply duplicate detection rules** box. +1. Uncheck the **Apply duplicate detection rules** box. -1. Uncheck the **Doing a mail merge** box. +1. Uncheck the **Doing a mail merge** box. -1. Check the **Audit changes to its data** box. +1. Check the **Audit changes to its data** box. -1. Scroll up, and select the **Primary column** tab. +1. Scroll up, and select the **Primary column** tab. -1. Enter `Title` for **Display Name**. +1. Enter `Title` for **Display Name**. -1. Expand **Advanced options**. +1. Expand **Advanced options**. -1. Change the **Column requirement** drop-down to **Optional**. +1. Change the **Column requirement** drop-down to **Optional**. -1. Change the **Maximum character count** to **200**. - -1. Select **Save**. +1. Change the **Maximum character count** to **200**. +1. Select **Save**. ### Task 3.2 – Publish changes -1. In the solution select the **Overview** page. - - ![Overview.](../media/solution-overview.png) +1. In the solution select the **Overview** page. -1. Select **Publish all customizations**. + ![Overview.](../media/solution-overview.png) +1. Select **Publish all customizations**. diff --git a/Instructions/Labs/LAB[PL-200]_M01L05_Columns.md b/Instructions/Labs/LAB[PL-200]_M01L05_Columns.md index 58b5ec35..7110676d 100644 --- a/Instructions/Labs/LAB[PL-200]_M01L05_Columns.md +++ b/Instructions/Labs/LAB[PL-200]_M01L05_Columns.md @@ -1,7 +1,7 @@ --- lab: title: 'Lab 1.5: Columns' - module: 'Module 1: Work with Microsoft Dataverse' + module: 'Learning Path 1: Work with Microsoft Dataverse' --- # Practice Lab 1.5 – Columns @@ -16,16 +16,15 @@ In this practice lab, you will be modifying the properties of existing table col In this exercise, you will be changing properties on existing columns on the Project table in the Fabrikam Environmental solution, creating new columns, and adding an alternate key. - ### Task 1.1 – Modify properties on existing columns 1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. -1. Open the **Fabrikam Environmental** solution. +1. Open the **Fabrikam Environmental** solution. 1. In the **Objects** pane on the left, expand **Tables**. @@ -33,11 +32,11 @@ In this exercise, you will be changing properties on existing columns on the Pro 1. Under **Schema**, select **Columns**. -1. Select the **Project Description** column. +1. Select the **Project Description** column. 1. In the **Edit column** pane that appears on the right-hand side of the screen, expand **Advanced options** and scroll down. -1. Change the **Maximum character count** to **10000**. +1. Change the **Maximum character count** to `10000`. 1. Select **Save**. @@ -61,7 +60,7 @@ In this exercise, you will be changing properties on existing columns on the Pro 1. Select the **Estimated End** column. -1. In the **Edit column** pane that appears on the right-hand side of the screen, verify that the **Format** is **Date only**. +1. In the **Edit column** pane that appears on the right-hand side of the screen, verify that the **Format** is **Date only**. 1. Expand **Advanced options**. @@ -71,7 +70,6 @@ In this exercise, you will be changing properties on existing columns on the Pro 1. Select **Save**. - ### Task 1.2 – Create an auto number column 1. Select **+ New column**. @@ -86,7 +84,6 @@ In this exercise, you will be changing properties on existing columns on the Pro 1. Select **Save**. - ### Task 1.3 – Add an alternate key 1. In the **Objects** pane on the left, expand **Tables**, and select **Project**. @@ -101,7 +98,6 @@ In this exercise, you will be changing properties on existing columns on the Pro 1. Select **Save**. - ### Task 1.4 – Add a calculated column 1. In the **Objects** pane on the left, expand **Tables**, and select **Project**. @@ -142,7 +138,7 @@ In this exercise, you will be changing properties on existing columns on the Pro 1. Select the green check mark. -1. Select **+ Add Action**. +1. Select **+ Add action**. 1. Enter the following formula: @@ -156,6 +152,25 @@ In this exercise, you will be changing properties on existing columns on the Pro ![Calculated column.](../media/calculated-column.png) +### Task 1.5 – Add a formula column + +1. In the **Objects** pane on the left, expand **Tables**, and select **Project**. + +1. Under **Schema**, select **Columns**. + +1. Select **+ New column**. + +1. Enter `Project Summary` for **Display Name**. + +1. Select **Formula** in the **Data type** drop-down. + +1. Enter the following formula: + + ```Concatenate('Project Type'.Name,"|",Region.'Region Name')``` + + > NOTE: You can use intellisense to type and select the elements in the formula. + +1. Select **Save**. ## Exercise 2 – Modify and add columns on the Project Funding table @@ -187,7 +202,6 @@ In this exercise, you will be changing properties on existing columns on the Pro 1. Select **Save**. - ### Task 2.2 – Create a currency column 1. Select **+ New column**. @@ -206,7 +220,6 @@ In this exercise, you will be changing properties on existing columns on the Pro 1. Select **Save**. - ## Exercise 3 – Modify a lookup column on the Milestone table In this exercise, you will be changing properties on a lookup column on the Milestone table in the Fabrikam Environmental solution. Lookup columns when created by a relationship do not have auditing enabled by default. @@ -215,7 +228,7 @@ In this exercise, you will be changing properties on a lookup column on the Mile 1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. @@ -229,7 +242,7 @@ In this exercise, you will be changing properties on a lookup column on the Mile 1. Select the **Project** column. -1. In the **Edit column** pane that appears on the right-hand side of the screen, change the **Required** drop-down to **Business required**. +1. In the **Edit column** pane that appears on the right-hand side of the screen, change the **Required** drop-down to **Business required**. 1. Expand **Advanced options** and scroll down. @@ -237,7 +250,6 @@ In this exercise, you will be changing properties on a lookup column on the Mile 1. Select **Save**. - ## Exercise 4 – Add a choice column In this exercise, you will be creating a choice column to replace the use of status reasons on the Milestone and Outcome tables. @@ -248,7 +260,7 @@ In this exercise, you will be creating a choice column to replace the use of sta 1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. @@ -282,7 +294,6 @@ In this exercise, you will be creating a choice column to replace the use of sta ![Choice column.](../media/new-choice.png) - ### Task 4.2 – Add choice to Milestone table 1. In the **Objects** pane on the left, expand **Tables**. @@ -305,7 +316,6 @@ In this exercise, you will be creating a choice column to replace the use of sta ![Add Choice column.](../media/add-choice.png) - ### Task 4.3 – Add choice to Outcome table 1. In the **Objects** pane on the left, expand **Tables**. @@ -326,7 +336,6 @@ In this exercise, you will be creating a choice column to replace the use of sta 1. Select **Save**. - ## Exercise 5 – Create columns on the Project Outcome table In this exercise, you will be creating columns on the Project Outcome custom table that you created in an earlier lab. @@ -335,7 +344,7 @@ In this exercise, you will be creating columns on the Project Outcome custom tab 1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. @@ -369,7 +378,6 @@ In this exercise, you will be creating columns on the Project Outcome custom tab 1. Select **Save**. - ### Task 5.2 – Publish changes 1. In the solution select the **Overview** page. @@ -377,4 +385,3 @@ In this exercise, you will be creating columns on the Project Outcome custom tab ![Overview.](../media/solution-overview.png) 1. Select **Publish all customizations**. - diff --git a/Instructions/Labs/LAB[PL-200]_M01L06_Relationships.md b/Instructions/Labs/LAB[PL-200]_M01L06_Relationships.md index bf796958..236b875f 100644 --- a/Instructions/Labs/LAB[PL-200]_M01L06_Relationships.md +++ b/Instructions/Labs/LAB[PL-200]_M01L06_Relationships.md @@ -1,7 +1,7 @@ --- lab: title: 'Lab 1.6: Relationships' - module: 'Module 1: Work with Microsoft Dataverse' + module: 'Learning Path 1: Work with Microsoft Dataverse' --- # Practice Lab 1.6 – Relationships @@ -22,7 +22,7 @@ In this exercise, you will be modifying the cascade relationships for the projec 1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. @@ -44,10 +44,9 @@ In this exercise, you will be modifying the cascade relationships for the projec ![Referential Restrict relationship.](../media/referential-restrict-relationship.png) - ### Task 1.2 – Project-Milestone relationship -1. In the **Project** table **Relationships**, select **Project** from the table. Note that this relationship uses **Project** as the Display name and **contoso_project_milestone** as the Name. +1. In the **Project** table **Relationships**, select **Project** from the table. Note that this relationship uses **Project** as the Display name and **contoso_project_milestone** as the Name. 1. In the **One-to-many** pane that appears on the right-hand side of the screen, expand **Advanced options**. @@ -65,7 +64,6 @@ In this exercise, you will be modifying the cascade relationships for the projec ![Cascade relationship.](../media/custom-cascade-relationship.png) - ## Exercise 2 – Add new relationship In this exercise, you will create a new relationship between the Resource and Project tables to create a lookup for the Lead Resource on the Project. @@ -74,7 +72,7 @@ In this exercise, you will create a new relationship between the Resource and Pr 1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. @@ -82,7 +80,7 @@ In this exercise, you will create a new relationship between the Resource and Pr 1. In the **Objects** pane on the left, expand **Tables**. -1. Select the **Project** table. +1. Select the **Project** table. 1. Under **Schema**, select **Relationships**. @@ -116,7 +114,6 @@ In this exercise, you will create a new relationship between the Resource and Pr 1. Select **Save**. - ## Exercise 3 – Hierarchical relationship In this exercise, you will create a new hierarchical relationship on the region table. @@ -125,7 +122,7 @@ In this exercise, you will create a new hierarchical relationship on the region 1. Navigate to the Power Apps Maker portal . -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. @@ -157,7 +154,6 @@ In this exercise, you will create a new hierarchical relationship on the region ![Hierarchical relationship.](../media/add-hierarchical-relationship.png) - ## Exercise 4 – Project Outcome relationships In this exercise, you will create two many-to-one relationships for the Project Outcome table to the Project and Outcome tables. These relationships will be used to replace the many-to-many relationship between the Project and Outcome tables. @@ -166,7 +162,7 @@ In this exercise, you will create two many-to-one relationships for the Project 1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. @@ -196,7 +192,6 @@ In this exercise, you will create two many-to-one relationships for the Project 1. Select **Done**. - ### Task 4.2 – Create new relationship to Outcome 1. Select **+ New relationship** and then select **Many-to-one**. @@ -225,16 +220,15 @@ In this exercise, you will create two many-to-one relationships for the Project 1. Select **Done**. - ### Task 4.3 – Set required and enable auditing on new lookup columns 1. In the **Objects** pane on the left, select **Columns** for the **Project Outcome** table. 1. Select the **Project** column. -1. In the **Edit column** pane that appears on the right-hand side of the screen, expand **Advanced options** and scroll down. +1. In the **Edit column** pane that appears on the right-hand side of the screen, change the **Required** drop-down to **Business required**. -1. Change the **Required** drop-down to **Business required**. +1. Expand **Advanced options** and scroll down. 1. Check the **Enable auditing** box. @@ -242,14 +236,61 @@ In this exercise, you will create two many-to-one relationships for the Project 1. Select the **Outcome** column. -1. In the **Edit column** pane that appears on the right-hand side of the screen, expand **Advanced options** and scroll down. +1. In the **Edit column** pane that appears on the right-hand side of the screen, change the **Required** drop-down to **Business required**. -1. Change the **Required** drop-down to **Business required**. +1. Expand **Advanced options** and scroll down. 1. Check the **Enable auditing** box. 1. Select **Save**. +### Task 4.4 – Mappings + +1. In the **Fabrikam Environmental** solution, select the **Objects** page and select **All**. + +1. Select the ellipses **...** and select **Switch to classic**. + +1. In Solution Explorer, expand **Entities**. + +1. Expand **Project**. + +1. Select **1:N Relationships**. + + ![One to many relationships in Solution Explorer.](../media/solution-explorer-relationships.png) + +1. Select the relationship between **Project** and **Project Outcome** + + ![One to many relationship in Solution Explorer.](../media/solution-explorer-relationship.png) + +1. Select **More Actions** and select **Edit**. + +1. Select **Mappings**. + + ![Mappings pane.](../media/mappings-default.png) + +1. Select **New**. + +1. In the left-hand side, select **contoso_projecttitle**. + +1. In the right-hand side, select **contoso_title**. + +1. Select **OK**. + + ![New mapping pane.](../media/mapping-new.png) + +1. Select **New**. + +1. In the left-hand side, select **contoso_projectsummary**. + +1. In the right-hand side, select **contoso_comments**. + +1. Select **OK**. + + ![Mappings added.](../media/mappings-added.png) + +1. Select **Save and Close**. + +1. Close the **Solutions Explorer** tab. ## Exercise 5 – Connections @@ -259,7 +300,7 @@ In this exercise, you will enable connections for the resource and milestone tab 1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. @@ -277,12 +318,11 @@ In this exercise, you will enable connections for the resource and milestone tab 1. Select **Save**. - ### Task 5.2 – Enable connections on Milestone 1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. @@ -300,7 +340,6 @@ In this exercise, you will enable connections for the resource and milestone tab 1. Select **Save**. - ### Task 5.3 – Publish changes 1. In the solution, select the **Overview** page. @@ -309,7 +348,6 @@ In this exercise, you will enable connections for the resource and milestone tab 1. Select **Publish all customizations**. - ### Task 5.4 – Add connection roles 1. In the **Fabrikam Environmental** solution, select the **Objects** page and select **All**. @@ -326,7 +364,7 @@ In this exercise, you will enable connections for the resource and milestone tab ![Add connection role.](../media/add-connection-role.png) -1. Under **Matching connection roles**, select **New**. +1. Under **Matching Connection Roles**, select **New**. > **Note:** You may need to disable the pop-up blocker in your browser. @@ -352,7 +390,7 @@ In this exercise, you will enable connections for the resource and milestone tab 1. Select the **Save** icon. -1. Under **Matching connection roles**, select **Add Existing**. +1. Under **Matching Connection Roles**, select **Add Existing**. 1. Add **Contributed to** to the **selected records** by selecting the row using the **Select** button. @@ -362,7 +400,6 @@ In this exercise, you will enable connections for the resource and milestone tab 1. Select **Done**. - ## Exercise 6 – Calculated and rollup columns In this exercise, you will use relationships to create calculated and rollup fields. The calculated column will add the email address for the approver to the outcome table. The rollup column will sum the funding values of projects. @@ -371,7 +408,7 @@ In this exercise, you will use relationships to create calculated and rollup fie 1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. @@ -405,7 +442,7 @@ In this exercise, you will use relationships to create calculated and rollup fie > NOTE: You may need to resize the window to see the check marks. -1. Select **+ Add Action**. +1. Select **+ Add action**. 1. Enter the following formula: @@ -419,7 +456,6 @@ In this exercise, you will use relationships to create calculated and rollup fie 1. Select **SAVE AND CLOSE**. - ### Task 6.2 – Rollup column for the project one-to-many relationship 1. In the **Objects** pane on the left, expand **Tables**. @@ -464,17 +500,15 @@ In this exercise, you will use relationships to create calculated and rollup fie ![Add rollup column.](../media/add-rollup-column.png) - ### Task 6.3 – Publish changes 1. In the solution, select the **Overview** page. 1. Select **Publish all customizations**. - ## Exercise 7 – Solutions -In this exercise, you will export the solution from the Dev One environment and import it into the Live environment. +In this exercise, you will export the solution from the Development environment and import it into the Production environment. ### Task 7.1 – Solution checker @@ -496,7 +530,6 @@ In this exercise, you will export the solution from the Dev One environment and 1. Select the **back arrow** to return to solutions. - ### Task 7.2 – Export managed solution 1. Select the **Fabrikam Environmental** solution row but do not open it. @@ -506,6 +539,8 @@ In this exercise, you will export the solution from the Dev One environment and 1. Select **Next**. 1. The version number should have been incremented to **1.1.11.4**. + +1. Change the version number to `1.1.11.6`. 1. Select **Managed** for **Export As**. @@ -513,7 +548,6 @@ In this exercise, you will export the solution from the Dev One environment and 1. The export will be prepared in the background. When the solution is ready, select the **Download** button. - ### Task 7.3 – Export unmanaged solution 1. Select the **Fabrikam Environmental** solution row but do not open it. @@ -522,7 +556,9 @@ In this exercise, you will export the solution from the Dev One environment and 1. Select **Next**. -1. The version number should have been incremented to **1.1.11.5**. +1. The version number should have been incremented to **1.1.11.7**. + +1. Change the version number to `1.1.11.6`. 1. Select **Unmanaged** for **Export As**. @@ -530,18 +566,17 @@ In this exercise, you will export the solution from the Dev One environment and 1. The export will be prepared in the background, when the solution is ready click the **Download** button. - ### Task 7.4 – Import managed solution 1. Switch environments by using the Environment Selector in the upper right corner of the Maker portal. -1. Select the **Live** environment from the list. +1. Select the **Production** environment from the list. 1. Select **Solutions**. 1. Select **Import solution**. -1. Select **Browse**, change to the **Downloads** folder and select **FabrikamEnvironmental_1_1_11_4_managed.zip** and select **Open**. +1. Select **Browse**, change to the **Downloads** folder and select **FabrikamEnvironmental_1_1_11_6_managed.zip** and select **Open**. 1. Select **Next**. @@ -565,7 +600,6 @@ In this exercise, you will export the solution from the Dev One environment and 1. Select **Import**. The solution will import in the background. - ## Challenge (Optional) Under Processes, examine the classic workflow, Project Funding Name, and create a new workflow to set the Title column on the Project Outcome table, when a new record is created or when a project or an outcome lookup column is changed. diff --git a/Instructions/Labs/LAB[PL-200]_M02L04_Security_roles.md b/Instructions/Labs/LAB[PL-200]_M02L01_Security_roles.md similarity index 88% rename from Instructions/Labs/LAB[PL-200]_M02L04_Security_roles.md rename to Instructions/Labs/LAB[PL-200]_M02L01_Security_roles.md index 8e708d42..53228b82 100644 --- a/Instructions/Labs/LAB[PL-200]_M02L04_Security_roles.md +++ b/Instructions/Labs/LAB[PL-200]_M02L01_Security_roles.md @@ -1,10 +1,10 @@ --- lab: - title: 'Lab 2.4: Security roles' - module: 'Module 2: Manage Microsoft Dataverse' + title: 'Lab 2.1: Security roles' + module: 'Learning Path 2: Manage Microsoft Dataverse' --- -# Practice Lab 2.4 - Security roles +# Practice Lab 2.1 - Security roles ## Scenario @@ -48,7 +48,6 @@ You need to remove privileges for importing and exporting of data, deleting acco 1. Scroll down and review the privileges the security role has for the tables in the Fabrikam solution. Do not navigate away from this page. - ### Task 1.2 – Modify Milestone and Outcome privileges 1. In the **Custom Entities** tab for the **Environmental user** role, locate the **Milestone** table privileges. @@ -65,7 +64,6 @@ You need to remove privileges for importing and exporting of data, deleting acco 1. Select **Save**. - ### Task 1.3 – Add privileges for Project Outcome 1. In the **Custom Entities** tab for the **Environmental user** role, locate the **Project Outcome** table privileges. @@ -78,7 +76,6 @@ You need to remove privileges for importing and exporting of data, deleting acco 1. Select **Save**. - ### Task 1.4 – Modify miscellaneous privileges 1. Select the **Core Records** tab. @@ -93,7 +90,7 @@ You need to remove privileges for importing and exporting of data, deleting acco 1. Verify that the **Append** privilege access level is set to **Organization**. -1. Verify that the **Append To** privilege taccess level is set to **Organization**. +1. Verify that the **Append To** privilege access level is set to **Organization**. 1. Locate the **Account** table privileges. @@ -105,11 +102,11 @@ You need to remove privileges for importing and exporting of data, deleting acco 1. Scroll down to **Miscellaneous Privileges**. -1. Select the **View Audit History** privilege to change the access level circle to **Organization**. +1. Select the **View Audit History** privilege to change the access level circle to **Organization**. -1. Select the **Business Management** tab. +1. Select the **Business Management** tab. -1. Scroll down to **Privacy Related Privileges**. +1. Scroll down to **Privacy Related Privileges**. 1. Select the **Export to Excel** privilege to change the access level circle to **None Selected**. @@ -125,10 +122,9 @@ You need to remove privileges for importing and exporting of data, deleting acco 1. Select **Done**. - ## Exercise 2 – Solutions -In this exercise, you will export the solution from the Dev One environment and import it into the Live environment. +In this exercise, you will export the solution from the Development environment and import it into the Production environment. ### Task 2.1 – Export managed solution @@ -146,7 +142,7 @@ In this exercise, you will export the solution from the Dev One environment and 1. Select **Next**. -1. The version number should have been incremented to **1.1.11.6**. +1. Change the version number to `1.1.11.8`. 1. Select **Managed** for **Export As**. @@ -154,7 +150,6 @@ In this exercise, you will export the solution from the Dev One environment and 1. The export will be prepared in the background, when the solution is ready select the **Download** button. - ### Task 2.2 – Export unmanaged solution 1. Select the **Fabrikam Environmental** solution. @@ -163,7 +158,7 @@ In this exercise, you will export the solution from the Dev One environment and 1. Select **Next**. -1. The version number should have been incremented to **1.1.11.7**. +1. Change the version number to `1.1.11.8`. 1. Select **Unmanaged** for **Export As**. @@ -171,18 +166,17 @@ In this exercise, you will export the solution from the Dev One environment and 1. The export will be prepared in the background, when the solution is ready select the **Download** button. - ### Task 2.3 – Import managed solution 1. Switch environments by using the Environment Selector in the upper right corner of the Maker portal. -1. Select the **Live** environment from the list. +1. Select the **Production** environment from the list. 1. Select **Solutions**. 1. Select **Import solution**. -1. Select **Browse**, change to the **Downloads** folder and select **FabrikamEnvironmental_1_1_11_6_managed.zip** and select **Open**. +1. Select **Browse**, change to the **Downloads** folder and select **FabrikamEnvironmental_1_1_11_8_managed.zip** and select **Open**. 1. Select **Next**. @@ -193,4 +187,3 @@ In this exercise, you will export the solution from the Dev One environment and 1. Select **Upgrade** for **Solution action**. 1. Select **Import**. The solution will import in the background. - diff --git a/Instructions/Labs/LAB[PL-200]_M02L02_Import_data.md b/Instructions/Labs/LAB[PL-200]_M02L02_Import_data.md deleted file mode 100644 index c782d94a..00000000 --- a/Instructions/Labs/LAB[PL-200]_M02L02_Import_data.md +++ /dev/null @@ -1,104 +0,0 @@ ---- -lab: - title: 'Lab 2.2: Import data' - module: 'Module 2: Manage Microsoft Dataverse' ---- - -# Practice Lab 2.2 - Import data - -## Scenario - -You are a functional consultant working on the Fabrikam project. Your need to import some data in the your Dataverse environment. You choose to leverage Power Query to transform the data and complete the import. - -## Exercise 1 – Import data - -In this exercise, you will import Outcome rows into your Microsoft Dataverse environment using a dataflow. - -### Task 1.1 – Load Excel file to OneDrive - -1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` - -1. Select the **Waffle** button in the upper left corner to change applications and select **OneDrive**. (It may take a moment for your OneDrive to be set up. Click **Your OneDrive is ready** when you see it on the screen.) - -1. Select **+ Add New** and select **Files upload**. - -1. Locate and select the **Outcome data.xlsx** file and select **Open**. - - > This file should be located in the Documents\PL-200 folder on your machine. - -### Task 1.2 – Create a dataflow - -1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` - -1. Make sure you are in your **Dev One** environment. - -1. Select **Tables** from the left navigation menu. - -1. Select **Import** from the action menu, then select **Import data**. - -1. In the **Choose data source** dialog, select **Excel workbook**. - -1. Select **Browse OneDrive**. If prompted, sign in with your Microsoft 365 credentials. - -1. Select the **Outcome data.xlsx** file you uploaded to OneDrive. - -1. Select **Next**. - -1. Check the box next to **Table1**. - -1. Select **Next**. Do not navigate away from this page. - -1. Select the first three **Do Not Modify** columns. Tip: You can hold **Ctrl** on the keyboard and select with the mouse to select multiple columns. - -1. On the **Home** tab of the ribbon, select **Remove columns** to remove these three columns. - -1. Select the **Estimated Completion Date** column. - -1. Right-click on the **Estimated Completion Date** column and select **Replace values**. - -1. Enter `null` for **Value to find**. - -1. For **Replace with**, enter a date in three months time. Use date format **MM/DD/YYYY**. - -1. Select **OK**. The Estimated Completion Dates should show the date chosen. - -1. Select **Next**. - -1. Select **Load to existing table**. - -1. Select **contoso_outcome** from the **Destination table** drop-down. - -1. Under **Column mapping**, map **Estimated Completion Date**, **Goal**, **Outcome Description**, **Outcome status**, **Outcome Title**, and **Target Aim** to their corresponding destination columns. - -1. Select **Next**. - -1. Select **Refresh manually**. - -1. Select **Publish**. - - -### Task 1.3 – Test Your work - -1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` - -1. Select **Tables**. - -1. Locate and open the **Outcome** table. - -1. You should see all the imported **Outcome** rows. - -1. In the Maker portal, select **Apps**. - -1. For the **Environmental Project Delivery** model-driven app, select the ellipses (...) and select **Play**, signing in with your Microsoft 365 credentials if prompted. - -1. In the left-hand navigation of the app, select **Outcomes**. - -1. The imported **Outcome** records should be in the view. - -1. Select the title to open one of the imported **Outcome** records. - -1. Verify the **Estimated Completion Date** column is set to the future date. - -1. Verify the **Outcome Lifecycle** business process flow is visible at the top of the form. - - diff --git a/Instructions/Labs/LAB[PL-200]_M02L05_Users.md b/Instructions/Labs/LAB[PL-200]_M02L02_Users.md similarity index 89% rename from Instructions/Labs/LAB[PL-200]_M02L05_Users.md rename to Instructions/Labs/LAB[PL-200]_M02L02_Users.md index 34fdf4c9..430467f4 100644 --- a/Instructions/Labs/LAB[PL-200]_M02L05_Users.md +++ b/Instructions/Labs/LAB[PL-200]_M02L02_Users.md @@ -1,10 +1,10 @@ --- lab: - title: 'Lab 2.5: Users and Teams' - module: 'Module 2: Manage Microsoft Dataverse' + title: 'Lab 2.2: Users and Teams' + module: 'Learning Path 2: Manage Microsoft Dataverse' --- -# Practice Lab 2.5 – Users and Teams +# Practice Lab 2.2 – Users and Teams ## Scenario @@ -40,7 +40,7 @@ You will add the users and team to column security profiles. 1. Select **Add**. -1. Select the **Environmental User** role. +1. Select the **Environmental user** role. 1. Select **Save**. @@ -50,7 +50,7 @@ You will add the users and team to column security profiles. 1. Select **Add**. -1. Select the **Environmental User** and **Environmental Manager** roles. +1. Select the **Environmental User** and **Environmental manager** roles. 1. Select **Save**. @@ -60,13 +60,12 @@ You will add the users and team to column security profiles. 1. Select **Add**. -1. Select the **Environmental User** and **Environmental Administrator** roles. +1. Select the **Environmental User** and **Environmental administrator** roles. 1. Select **Save**. 1. Select **Refresh** to view the updated list of users. - ## Exercise 2 – Create a team ### Task 2.1 – Create Team @@ -99,11 +98,10 @@ You will add the users and team to column security profiles. 1. Select **Next**. -1. Select the **Environmental User** and **Environmental Manager** roles. +1. Select the **Environmental user** and **Environmental manager** roles. 1. Select **Save**. - ## Exercise 3 – Column security profile ### Task 3.1 – Add user to column security profile @@ -130,7 +128,6 @@ You will add the users and team to column security profiles. 1. Select **Add**. - ### Task 3.2 – Add team to column security profile 1. Select **Column Security Profiles** in the breadcrumb at the top of the screen. @@ -152,4 +149,3 @@ You will add the users and team to column security profiles. 1. Enter `Fabrikam` in **Search for a team by team name** and select **Fabrikam Managers**. 1. Select **Add**. - diff --git a/Instructions/Labs/LAB[PL-200]_M02L03_Export_data.md b/Instructions/Labs/LAB[PL-200]_M02L03_Export_data.md deleted file mode 100644 index 727c8fb1..00000000 --- a/Instructions/Labs/LAB[PL-200]_M02L03_Export_data.md +++ /dev/null @@ -1,75 +0,0 @@ ---- -lab: - title: 'Lab 2.3: Export data' - module: 'Module 2: Manage Microsoft Dataverse' ---- - -# Practice Lab 2.3 - Export data - -## Scenario - -You are a functional consultant working on the Fabrikam project. You need to export some data from your Dataverse environment. - -## Exercise 1 – Export data - -In this exercise, you will export data using the maker portal. - -### Task 1.1 – Maker Portal Export - -1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` - -1. Make sure you are in your **Dev One** environment. - -1. Select **Tables** from the left navigation. - -1. Locate and open the **Project** table. - -1. Select **Export** and select **Export data**. - -1. Wait for the data to be exported. - -1. Select **Download exported data**. - -1. Close the **Export data** pane. - -1. Open the folder the data was downloaded to. - -1. Right-click on the exported zip file and extract the file. - -1. Open the exported **CSV** file. - -1. You should see all the exported **Project** rows. - -1. Close the **CSV** file. - -1. You may delete the exported files. - - -## Exercise 2 – Export data from a model-driven app - -In this exercise, you will export data from a model-drivel app using the maker portal. - -### Task 2.1 – Export to Excel - -1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` - -1. Make sure you are in the **Dev One** environment. - -1. Select **Apps**. - -1. For the **Environmental Management** app, select the ellipses (...) and select **Play**. Sign in with your Microsoft 365 credentials if prompted. - -1. In the left-hand navigation of the app, select **Projects**. - -1. In the action bar, select the caret next to **Export to Excel** and then select **Static Worksheet**. - -1. Open the folder the data was downloaded to. - -1. Open the exported **Excel** file. - -1. You should see all the exported **Project** rows. - -1. Close the **Excel** file. - -1. You may delete the exported file. - diff --git a/Instructions/Labs/LAB[PL-200]_M03L01_Forms.md b/Instructions/Labs/LAB[PL-200]_M03L01_Forms.md index cd4c00ad..87a6c234 100644 --- a/Instructions/Labs/LAB[PL-200]_M03L01_Forms.md +++ b/Instructions/Labs/LAB[PL-200]_M03L01_Forms.md @@ -1,7 +1,7 @@ --- lab: title: 'Lab 3.1: Forms' - module: 'Module 3: Create model-driven apps in Power Apps' + module: 'Learning Path 3: Create model-driven apps' --- # Practice Lab 3.1 – Forms @@ -44,7 +44,7 @@ In this task, you will perform the following changes to the form: 1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. @@ -68,16 +68,21 @@ In this task, you will perform the following changes to the form: 1. Drag the **Project Code** column into the **Header** area. +1. Drag the **Project Summary** column below **Program**. + 1. Drag the **Project Lead** column below **Region**. -1. Drag the **Length of Project** column below **Estimated End** in the **Dates** section. +1. Drag the **Length of Project** column below **Scheduled End** in the **Dates** section. + + ![General tab on project table form.](../media/form-project-general.png) 1. Select the **Funding** tab. 1. Drag the **Total Project Funding** column above the **Project Funding** sub-grid. -1. On the **Save and publish** drop-down menu, select **Save only**. Do not navigate away from this page. + ![Funding tab on project table form.](../media/form-project-funding.png) +1. On the **Save and publish** drop-down menu, select **Save only**. Do not navigate away from this page. ### Task 1.2 – Add Timeline control to main form @@ -97,32 +102,33 @@ In this task, you will perform the following changes to the form: 1. Select the **New section** in the right column and select **Delete**. +1. Select the **New section** in the middle column. + 1. Select **Components** on the left navigation of the form designer. 1. Expand **Display**. 1. Drag the **Timeline** control to the middle column of the **General** tab. -1. Select **Tree view** on the left side of the form designer, expand **General** tab, and select the **New Section**. +1. Select **Tree view** on the left side of the form designer, expand **General** tab, and select the **New Section** section. 1. In the **Properties** pane on the right side, enter `Timeline` for both **Label** and **Name**. 1. Check the **Hide label** box. + ![Timeline control on project table form.](../media/form-project-timeline.png) + 1. In the **Tree view**, select the **Note Text** control for the Timeline. 1. In the **Properties** pane on the right side, select **Fax**, verify the **Enable** box is unchecked, and select **Cancel**. -1. In the **Properties** pane on the right side, select **Letter**, verify the **Enable** box is unchecked, and select **Cancel**. - 1. In the **Properties** pane on the right side, select **Social Activity**, uncheck the **Enable** box, and select **Done**. 1. In the **Properties** pane on the right side, select **Date Created** in **Sort activities by** drop-down. 1. On the **Save and publish** drop-down menu, select **Save only**. Do not navigate away from this page. - -### Task 1.3 – Sub-grids on main form +### Task 1.3 – Outcome sub-grid on main form In this task, you will perform the following changes to the form: @@ -134,12 +140,11 @@ In this task, you will perform the following changes to the form: 1. In the properties pane on the right-hand side, select **Project Outcomes (Project)** in the **Table** drop-down. -1. On the **Save and publish** drop-down menu, select **Save only**. +1. On the **Save and publish** drop-down menu, select **Save only**. 1. **Close** the form designer. -1. Select **Done**. - +1. Select **Done**. ### Task 1.4 – Modify the Project quick view form @@ -181,13 +186,14 @@ In this task, you will perform the following changes to the form: 1. Check **Hide Label** -1. On the **Save and publish** drop-down menu, select **Save only**. + ![Project Quick View form.](../media/form-project-quickview.png) + +1. On the **Save and publish** drop-down menu, select **Save only**. 1. **Close** the form designer. 1. Select **Done**. - ## Exercise 2 – Edit Program form In this exercise, you will add filtering on a lookup field on the Program table form. @@ -214,7 +220,7 @@ In this task, you will perform the following changes to the form: 1. Select the **Information** form where the **Form type** is **Main**, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. -1. Select the **Sponsor Main contact** field. +1. Select the **Sponsor Main Contact** field. 1. In the **Properties** pane on the right-hand side, expand **Filtering**. @@ -222,18 +228,19 @@ In this task, you will perform the following changes to the form: 1. Select **Sponsor (Programs)** for **Relationship to current table**. -1. Select **Company name (Contacts)** for **Relationship to this lookup's table.** +1. Select **Company Name (Contacts)** for **Relationship to this lookup's table.** -1. On the **Save and publish** drop-down menu, select **Save only**. + ![Program main form filtering.](../media/form-program-main.png) + +1. On the **Save and publish** drop-down menu, select **Save only**. 1. **Close** the form designer. 1. Select **Done**. +## Exercise 3 – Edit Project Funding form -## Exercise 3 – Edit Program Funding form - -In this exercise, you will add new columns to the Project Funding table form. +In this exercise, you will add new columns to the Project Funding table main form and add the form control to allow editing of the account record. ### Task 3.1 – Add columns to form @@ -263,12 +270,65 @@ In this task, you will perform the following changes to the form: 1. Select the **Funding amount** column to add to the form below **Currency**. -1. On the **Save and publish** drop-down menu, select **Save only**. + ![Project Funding main form.](../media/form-project-funding-main.png) + +1. On the **Save and publish** drop-down menu, select **Save only**. 1. **Close** the form designer. 1. Select **Done**. +### Task 3.2 – Add form control + +In this task, you will perform the following changes to the form: + +- add form component to embed the account form + +1. Navigate to the Power Apps Maker portal . + +1. Make sure you are in the **Dev One** environment. + +1. Select **Solutions**. + +1. Open the **Fabrikam Environmental** solution. + +1. In the **Objects** pane on the left, expand **Tables**. + +1. Select the **Project Funding** table. + +1. Under **Data experiences**, select **Forms**. + +1. Select the **Information** form where the **Form type** is **Main**, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. + +1. Select **Tree view** on the left-hand side of the form designer. + +1. Select the **General** tab. + +1. In the **Properties** pane on the right-hand side, select **2 columns** in the **Layout** drop-down. + +1. Select **Components** on the left navigation of the form designer. + +1. Expand **Display**. + +1. Drag the **Form** control to the right-hand column of the **General** tab. + +1. Select **Funder** for **Lookup column**. + +1. Select **Account main form for Environmental** for **Related Form**. + +1. Select **Done**. + +1. Select the **New Section** + +1. Check the **Hide label** box. + + ![Project Funding main form with form control.](../media/form-project-funding-form-control.png) + +1. On the **Save and publish** drop-down menu, select **Save only**. + +1. **Close** the form designer. + +1. Select **Done**. ## Exercise 4 – Edit Region form @@ -319,12 +379,13 @@ In this task, you will perform the following changes to the form: 1. Check the **Hide label** box. + ![Region main form.](../media/form-region-main.png) + 1. On the **Save and publish** drop-down menu, select **Save only**. 1. **Close** the form designer. -1. Select **Done**. - +1. Select **Done**. ## Exercise 5 – Project Resource Quick Create form @@ -354,7 +415,6 @@ In this task, you will enable the Project Resource table for quick create. 1. Select **Save**. - ### Task 5.2 – Create Quick Create form In this task, you will create a quick create form. @@ -379,11 +439,12 @@ In this task, you will create a quick create form. 1. Select the third section, and in the properties pane click **Hide label**. + ![Project Resource Quick Create form.](../media/form-project-resource-quick-create.png) + 1. On the **Save and publish** drop-down menu, select **Save only**. 1. Select **🡠 Back**. - ## Exercise 6 – Edit Milestone form In this exercise, you will add the status choice column to to the Milestone table form. @@ -415,13 +476,14 @@ In this task, you will perform the following changes to the form: 1. Select the **Status Reason** field and select **Delete**. + ![Milestone main form.](../media/form-milestone-main.png) + 1. On the **Save and publish** drop-down menu, select **Save only**. 1. **Close** the form designer. 1. Select **Done**. - ## Exercise 7 – Edit Outcome form In this exercise, you will add the status choice column to to the Outcome table form. @@ -456,13 +518,14 @@ In this task, you will perform the following changes to the Outcome form: 1. Select the **Projects** tab and select the **Delete** icon. + ![Outcome main form.](../media/form-outcome-main.png) + 1. On the **Save and publish** drop-down menu, select **Save only**. 1. **Close** the form designer. 1. Select **Done**. - ## Exercise 8 – Edit Project Outcome form In this exercise, you will configure the default form for the Project Outcome table. @@ -471,7 +534,7 @@ In this exercise, you will configure the default form for the Project Outcome ta In this task, you will perform the following changes to the Project Outcome form: -- change for layout +- change form layout - add columns to the form - hide the name on the form - Add a quick view form @@ -506,8 +569,6 @@ In this task, you will perform the following changes to the Project Outcome form 1. In the properties pane on the right-hand side, enter `Related` for **Label** and **Name**. -1. Check **Hide label**. - 1. Select **Table columns** on the left-hand side of the form designer. 1. Drag the **Project** column below the **Title** field. @@ -516,14 +577,16 @@ In this task, you will perform the following changes to the Project Outcome form 1. Select the **Comments** column to add to the form below **Outcome**. -1. Click on the **Outcome Completed Date** column to add to the form below **Comments**. +1. Select the **Outcome Completed Date** column to add to the form below **Comments**. -1. Click on the **Stakeholders Notified** column to add to the form below **Outcome completed date**. +1. Select the **Stakeholders Notified** column to add to the form below **Outcome completed date**. 1. Select the **Title** field. 1. In the **Properties** pane on the right side, check **Hide**. +1. Select the **Related** section. + 1. Select **Components** on the left side of the form designer, and expand **Display**. 1. Select the **Quick view** control. @@ -534,7 +597,12 @@ In this task, you will perform the following changes to the Project Outcome form 1. Select **Done**. -1. Drag the new **Quick view** control into the **Related** section in the second column. + ![Project Outcome main form.](../media/form-project-outcome-main.png) + +1. Select the **Related** section. + +1. Check **Hide label**. + 1. On the **Save and publish** drop-down menu, select **Save only**. @@ -542,7 +610,6 @@ In this task, you will perform the following changes to the Project Outcome form 1. Select **Done**. - ## Exercise 9 – Copy Outcome form In this exercise, you will be copying a form and implementing security on forms. @@ -578,13 +645,13 @@ In this task, you will perform the following changes to the form: 1. Select **Save a copy**. -1. Enter `Manager` for **Display Name** and `Form for managers` for **Description**. Select **Save**. +1. Enter `Manager` for **Display Name** and `Form for managers` for **Description** and select **Save**. 1. Select **Tree view** on the left side of the form designer. 1. Select the **General** tab. -1. In the properties pane on the right-hand side, enter **General** for **Name** +1. In the properties pane on the right-hand side, enter `General` for **Name** 1. Under **Formatting**, in the **Layout** drop-down, select **2 columns**. @@ -592,8 +659,6 @@ In this task, you will perform the following changes to the form: 1. In the **Properties** pane on the right side, enter `Details` for **Label** and **Name**. -1. Check **Hide label**. - 1. Select **Table columns** on the left navigation of the form designer. 1. Drag the **Goal** column to the **Details** section. @@ -616,20 +681,32 @@ In this task, you will perform the following changes to the form: 1. Click on **Environmental impact assessment completed** to add to the Details section. +1. Select the **Details** section. + +1. Check **Hide label**. + + ![Manager Outcome main form.](../media/form-manager-outcome-main.png) + 1. On the **Save and publish** drop-down menu, select **Save only**. 1. Select **Form Settings**. 1. Select the **Environmental manager** and **Environmental administrator** roles as the specific security roles that should have access to this form. + ![Form Settings roles.](../media/form-settings-roles.png) + 1. Select the **Form order** tab. 1. Drag **Manager** above **User**. + ![Form Settings form order.](../media/form-settings-order.png) + 1. Select the **Fallback forms** tab. 1. Uncheck **Enable Manager form as a Fallback form**. + ![Form Settings fallback.](../media/form-settings-fallback.png) + 1. Select **Save and publish**. 1. **Close** the form designer. @@ -646,14 +723,12 @@ In this task, you will perform the following changes to the form: 1. Select **Save and publish**. - ### Task 9.2 – Publish changes 1. In the **Objects** pane on the left, select **All**. 1. Select **Publish all customizations**. - ## Exercise 10 – Modify model-driven apps In this exercise, you will be adding the tables and forms to the Fabrikam model-driven apps. @@ -673,11 +748,11 @@ In this task, you will perform the following changes to the app: 1. Open the **Fabrikam Environmental** solution. -1. In the **Objects** pane on the left, expand **Apps**. +1. In the **Objects** pane on the left, select **Apps**. 1. Select the **Environmental Management** app, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. -1. Select **+ Add page**. +1. Select **+ New**. 1. Select **Dataverse table**. @@ -689,7 +764,7 @@ In this task, you will perform the following changes to the app: 1. Select **Add**. -1. Select **+ Add page**. +1. Select **+ New**. 1. Select **Dataverse table**. @@ -703,9 +778,9 @@ In this task, you will perform the following changes to the app: 1. In the **Pages** pane on the left side, select **Outcome forms** under **All other pages**. -1. In the **Outcome forms** pane on the right side, turn off **Include all forms in the app**. +1. In the **Outcome forms** pane on the right side, select the ellipses **...** for the **User** form and select **Remove** -1. Select **Turn off**. + ![App designer.](../media/app-designer.png) 1. Select **Save**. @@ -715,8 +790,9 @@ In this task, you will perform the following changes to the app: 1. Navigate around and interact with the **Environmental Management** app before closing the app and app designer windows. -1. Select **Done**. +1. **Close** the app designer window. +1. Select **Done**. ### Task 10.2 – Environmental Project Delivery app @@ -727,7 +803,7 @@ In this task, you will perform the following changes to the app: 1. Select the **Environmental Project Delivery** app, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. -1. Select **+ Add page**. +1. Select **+ New**. 1. Select **Dataverse table**. @@ -739,9 +815,9 @@ In this task, you will perform the following changes to the app: 1. Select **Add**. -1. In the **Pages** pane on the left side, select **Outcome forms**. +1. In the **Pages** pane on the left side, select **Outcomes form**. -1. In the **Outcome forms** pane on the right side, select the **More options** menu (...) on the **Manager** form and select **Remove**. +1. In the **Outcomes forms** pane on the right side, select the ellipses **...** on the **Manager** form and select **Remove**. 1. Remove the **Information** forms of type **Quick view** and **Card Form**. @@ -751,7 +827,6 @@ In this task, you will perform the following changes to the app: 1. Select **Play**. -1. Navigate around and interact with the **Environmental Project Delivery** app before closing the app and app designer windows. +1. Navigate around and interact with the **Environmental Project Delivery** app and then **Close** the app and app designer windows. 1. Select **Done**. - diff --git a/Instructions/Labs/LAB[PL-200]_M03L02_Views.md b/Instructions/Labs/LAB[PL-200]_M03L02_Views.md index 09579ab9..24c7fb29 100644 --- a/Instructions/Labs/LAB[PL-200]_M03L02_Views.md +++ b/Instructions/Labs/LAB[PL-200]_M03L02_Views.md @@ -1,7 +1,7 @@ --- lab: title: 'Lab 3.2: Views' - module: 'Module 3: Create model-driven apps in Power Apps' + module: 'Learning Path 3: Create model-driven apps' --- # Practice Lab 3.2 – Views @@ -36,7 +36,7 @@ In this task, you will perform the following changes to the form: 1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. @@ -54,8 +54,9 @@ In this task, you will perform the following changes to the form: 1. Drag the **Total Project Funding** column to the left of **Project Status**. -1. On the **Save and publish** drop-down menu, select **Save only**. Do not navigate away from this page. + ![Active Projects view.](../media/view-project-active-projects.png) +1. On the **Save and publish** drop-down menu, select **Save only**. Do not navigate away from this page. ### Task 1.2 – Create new completed projects view @@ -79,13 +80,14 @@ In this task, you will perform the following changes to the form: 1. Select the caret next to the **Project Status** column and select **Remove**. + ![Completed Projects view.](../media/view-project-completed-projects.png) + 1. On the **Save and publish** drop-down menu, select **Save only**. 1. **Close** the view designer. 1. Select **Done**. - ## Exercise 2 – Project Funding views In this exercise, you will make changes to the views for the Project Funding table. @@ -114,13 +116,14 @@ In this task, you will perform the following changes to the form: 1. Drag the **Funding Amount** column from **Table columns** to between the **Funder** and **Funding Percentage** columns, adding it to the view. + ![Project Funding view.](../media/view-project-funding-active-project-funding.png) + 1. On the **Save and publish** drop-down menu, select **Save only**. 1. **Close** the view designer. 1. Select **Done**. - ## Exercise 3 – Outcome views In this exercise, you will make changes to the views for the Outcome table. @@ -129,7 +132,7 @@ In this exercise, you will make changes to the views for the Outcome table. In this task, you will perform the following changes to the form: -- add the Milestone status to public view +- add the Milestone Status to public view - remove the status reason column 1. Navigate to the Power Apps Maker portal . @@ -148,17 +151,18 @@ In this task, you will perform the following changes to the form: 1. Select the **Active Outcomes** view, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. -1. Drag the **Outcome status** column to the left of the **Owner** column in the view. +1. Drag the **Outcome Status** column to the left of the **Owner** column in the view. 1. Select the caret next to the **Status Reason** column and select **Remove**. + ![Active Outcomes view.](../media/view-outcome-active-outcomes.png) + 1. On the **Save and publish** drop-down menu, select **Save only**. 1. **Close** the view designer. 1. Select **Done**. - ### Task 3.2 – Modify the Outcome lookup view In this task, you will perform the following changes to the form: @@ -171,7 +175,9 @@ In this task, you will perform the following changes to the form: 1. Select the **Target Aim** column to add to the view. -1. Select the **Outcome status** column to add to the view. +1. Select the **Outcome Status** column to add to the view. + + ![Outcome Lookup view.](../media/view-outcome-lookup.png) 1. On the **Save and publish** drop-down menu, select **Save only**. @@ -179,7 +185,6 @@ In this task, you will perform the following changes to the form: 1. Select **Done**. - ### Task 3.3 – Modify the Outcome Quick Find view In this task, you will perform the following changes to the form: @@ -196,7 +201,7 @@ In this task, you will perform the following changes to the form: 1. Select the **Estimated Completion Date** column to add to the view. -1. In the **Quick Find Active Outcomes** pane on the right, select **Edit find table columns**. +1. In the **Quick Find Active Outcomes** pane on the right, select **Edit find table columns** under **Find by**. 1. Choose the following columns and select **Apply**. @@ -206,13 +211,14 @@ In this task, you will perform the following changes to the form: - Outcome Title - Target Aim + ![Outcome Quick Find view.](../media/view-outcome-quick-find.png) + 1. On the **Save and publish** drop-down menu, select **Save only**. 1. **Close** the view designer. 1. Select **Done**. - ## Exercise 4 – Milestone views In this exercise, you will make changes to the views for the Milestone table. @@ -242,17 +248,18 @@ In this task, you will perform the following changes to the form: 1. Drag the **Number of Open Tasks** column to the right of the **Milestone Title** column in the view. -1. Drag the **Milestone status** column to the left of the **Owner** column in the view. +1. Drag the **Milestone Status** column to the left of the **Owner** column in the view. 1. Select the caret next to the **Status Reason** column and select **Remove**. + ![Active Milestones view.](../media/view-milestone-active-milestones.png) + 1. On the **Save and publish** drop-down menu, select **Save only**. 1. **Close** the view designer. 1. Select **Done**. - ### Task 4.2 – Modify the My Pending Milestones public view In this task, you will perform the following changes to the form: @@ -269,7 +276,7 @@ In this task, you will perform the following changes to the form: 1. In the **My Pending Milestones** pane on the right side, select **Edit filters**. -1. In the **Edit filters** pane, change **Status Reason** to **Milestone status**. +1. In the **Edit filters** pane, change **Status Reason** to **Milestone Status**. 1. Change the **Operator** to **Does not equal**. @@ -277,7 +284,7 @@ In this task, you will perform the following changes to the form: ![Edit filters pane.](../media/edit-filters.png) -1. Select **OK**. +1. Select **Ok**. 1. On the **Save and publish** drop-down menu, select **Save only**. @@ -285,7 +292,6 @@ In this task, you will perform the following changes to the form: 1. Select **Done**. - ### Task 4.3 – Modify the Milestones SubGrid view In this task, you will perform the following changes to the form: @@ -302,13 +308,14 @@ In this task, you will perform the following changes to the form: 1. Select the caret next to the **Status Reason** column and select **Remove**. + ![Milestones SubGrid view.](../media/view-milestone-subgrid.png) + 1. On the **Save and publish** drop-down menu, select **Save only**. 1. **Close** the view designer. 1. Select **Done**. - ## Exercise 5 – Project Outcome views In this exercise, you will make changes to the views for the Project Outcome table. @@ -320,7 +327,7 @@ In this task, you will perform the following changes to the form: - Configure the default views created when the table was created 1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` - + 1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. @@ -349,20 +356,20 @@ In this task, you will perform the following changes to the form: 1. Select the **up** arrow to change the sorting to descending. + ![Active Project Outcomes view.](../media/view-project-outcomes.png) + 1. On the **Save and publish** drop-down menu, select **Save only**. 1. **Close** the view designer. 1. Select **Done**. - ### Task 5.2 – Publish changes 1. In the **Objects** pane on the left, select **All**. 1. Select **Publish all customizations**. - ## Exercise 6 – Editable grid In this exercise, you will make changes to a sub-grid in the main form for the Project table to make it editable. @@ -389,6 +396,16 @@ In this task, you will perform the following changes to the form: 1. Select the **Information** form of type **Main**, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. +1. Select **Components** on the left navigation of the form designer. + +1. Select **Get more components**. + +1. Select the **Power Apps grid control**. + + ![Add Power Apps grid control.](../media/add-powerapps-grid-control.png) + +1. Select **Add**. + 1. Select the **Milestones** tab. 1. Select the **Milestones** sub-grid. @@ -397,11 +414,11 @@ In this task, you will perform the following changes to the form: 1. Select **+ Component**. -1. Select **Editable Grid**. +1. Select **Power Apps grid control**. -1. Under **Subgrid**, select **Projects** for **Table**. +1. Select **Yes** for **Enable editing**. -1. Select **Active Projects** for **View**. +1. Select **Yes** for **Show data type icons**. 1. Select **Done**. @@ -411,7 +428,6 @@ In this task, you will perform the following changes to the form: 1. Select **Done**. - ## Exercise 7 – Modify model-driven apps In this exercise, you will be restricting views in model-driven apps. @@ -432,55 +448,44 @@ In this task, you will perform the following changes to the app: 1. Click to open the **Fabrikam Environmental** solution. -1. In the **Objects** pane on the left, click and expand **Apps**. +1. In the **Objects** pane on the left, select **Apps**. 1. Select the **Environmental Project Delivery** app, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. 1. Under **Projects** in the **Pages** pane on the left-hand side, select **Projects view**. -1. In the **Projects** pane on the right, select **Include all views in the app**. +1. In the **Projects** pane on the right side, select the ellipses **...** on the **Active Projects** view and select **Remove**. -1. Select **Turn off**. +1. In the **Projects** pane on the right side, select the ellipses **...** on the **Inactive Projects** view and select **Remove**. -1. Add the following views by selecting **More options** menu (...) > **Add**. +1. In the **Projects** pane on the right side, select the ellipses **...** on the **Projects Subgrid** view and select **Remove**. - - Completed Projects - - My Active Projects + ![Project views in app.](../media/app-designer-views.png) 1. Select **Milestones view** from the left **Pages** pane. -1. In the **Milestones** pane on the right, select **Include all views in the app**. - -1. Select **Turn off**. - -1. Add the following views by selecting **More options** menu (...) > **Add**. +1. In the **Milestones** pane on the right side, select the ellipses **...** on the **Inactive Milestones** view and select **Remove**. - - Inactive Milestones - - My Pending Milestones +1. In the **Milestones** pane on the right side, select the ellipses **...** on the **Milestones SubGrid** view and select **Remove**. 1. In the **Pages** pane on the left-hand side. -1. Select **Outcome view**. - -1. In the pane on the right-hand side, select **Include all views in the app**. - -1. Select **Turn off**. +1. Select **Outcomes view**. -1. Add the following views by selecting **More options** menu (...) > **Add**. +1. In the **Outcomes** pane on the right side, select the ellipses **...** on the **Inactive Outcomes** view and select **Remove**. - - Inactive Outcomes +1. In the **Outcomes** pane on the right side, select the ellipses **...** on the **Outcomes SubGrid** view and select **Remove**. 1. Select **Save**. 1. Select **Publish**. -1. Select **Play**. Explore the **Environmental Project Delivery** model-driven app. +1. Select **Play**. Explore the **Environmental Project Delivery** model-driven app. 1. **Close** the app and the app designer tabs. 1. Select **Done**. - ## Exercise 8 – Enable Dataverse Search In this exercise, you will enable Dataverse search for your environment. @@ -493,7 +498,7 @@ The find columns on the quick find views define the searchable fields in the Dat 1. Select **Environments** from the left navigation pane. -1. Select your **Dev One** environment. +1. Select the **Dev One** environment. 1. Select **Settings**. @@ -505,12 +510,11 @@ The find columns on the quick find views define the searchable fields in the Dat 1. Select **Save** at the bottom. - ### Task 8.2 – Search index 1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. @@ -537,4 +541,3 @@ The find columns on the quick find views define the searchable fields in the Dat ### Task 8.3 – Publish changes 1. Select **Publish all customizations**. - diff --git a/Instructions/Labs/LAB[PL-200]_M03L03_Command.md b/Instructions/Labs/LAB[PL-200]_M03L03_Command.md new file mode 100644 index 00000000..17d3977f --- /dev/null +++ b/Instructions/Labs/LAB[PL-200]_M03L03_Command.md @@ -0,0 +1,77 @@ +--- +lab: + title: 'Lab 3.3: Command bar' + module: 'Learning Path 3: Create model-driven apps' +--- + +# Practice Lab 3.3 – Command bar + +## Scenario + +You are a Power Platform functional consultant and have been assigned to the Fabrikam project for the next stage of the project. + +In this practice lab, you will be modifying the forms for the Fabrikam Environment model-driven apps. + +You will be adding a command button to the project outcome form in the Environental Project Delivery app. + +## Exercise 1 – Add command button + +In this exercise, you will configure the default form for the Project Outcome table. + +### Task 1.1 – Add command button to main form + +In this task, you will perform the following changes to the Project Outcome form: + +- add a command button to Project Outcomes in the app designer + +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` + +1. Make sure you are in the **Dev One** environment. + +1. Select **Solutions**. + +1. Open the **Fabrikam Environmental** solution. + +1. In the **Objects** pane on the left, select **Apps**. + +1. Select the **Environmental Project Delivery** app, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. + +1. Select the **Pages** tab, Hover over **Project Outcomes views** and select the ellipses **...** button. + +1. Select **Edit command bar** and select **Edit in new tab**. + + ![Edit Command bar.](../media/app-designer-command-bar.png) + +1. Select **Main form** and then select **Edit**. + + ![Edit Command bar.](../media/app-designer-command-bar-main-form.png) + +1. Select **+ New** and then select **Command**. + +1. Select **Power Fx** and then select **Continue**. + + ![Select Power Fx.](../media/command-power-fx.png) + +1. Configure command bar button + + - Enter `Complete` for Label. + + - Select **Use Icon** for Icon and then select the **Accept** icon. + + - Select **Run formula** for Action. + + - Select **Open formula bar**. + + - Enter the formula + + ```powerappsfl + Patch('Project Outcomes', Self.Selected.Item, {'Outcome Completed Date': Now()}) + ``` + + - Enter `Project Outcome complete` for Tooltip title. + + - Enter `Set Outcome completed date` for Tooltip description. + +1. Select **Save and Publish**. + +1. **Close** the Command bar editor and the app designer. diff --git a/Instructions/Labs/LAB[PL-200]_M04L01_Canvas.md b/Instructions/Labs/LAB[PL-200]_M04L01_Canvas.md index fc234109..1965cd5e 100644 --- a/Instructions/Labs/LAB[PL-200]_M04L01_Canvas.md +++ b/Instructions/Labs/LAB[PL-200]_M04L01_Canvas.md @@ -1,7 +1,7 @@ --- lab: title: 'Lab 4.1: Enhance a canvas app' - module: 'Module 4: Create canvas apps in Power Apps' + module: 'Learning Path 4: Create canvas apps' --- # Practice Lab 4.1 – Enhance a canvas app @@ -12,7 +12,9 @@ You are a Power Platform functional consultant and have been assigned to the Fab You have been assigned to continue work on the Fabrikam Environmental Work Delivery canvas app. -In this practice lab, you will examine the app to see how it works, make some user interface changes, and call a Power Automate cloud flow. +In this practice lab, you will examine the app to see how it works and make some user interface changes. + +If your browser is not set to English, the syntax of Power Fx formulas might change. See Build global support into canvas apps for more information. ## Exercise 1 – Examine the canvas app @@ -22,7 +24,7 @@ In this exercise, you will learn about the canvas app. 1. Navigate to the Power Apps Maker portal . -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. @@ -41,7 +43,7 @@ In this exercise, you will learn about the canvas app. - **Milestones**: Set Percentage Complete on Milestones - **Outcomes**: Update the details of Outcomes -1. Note that the label for **Outcomes** is incorrect. This is an issue your client, Fabrikam, has raised that needs to be fixed. +1. Note that the label for **Outcomes** is incorrect. This is an issue your client, Fabrikam, has raised that needs to be fixed. 1. Select the **Projects** screen (second icon). @@ -77,7 +79,6 @@ In this exercise, you will learn about the canvas app. 1. Close the app. - ### Task 1.2 - Review the app in Power Apps Studio 1. Select the **Environmental Work Delivery** app, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. @@ -156,10 +157,9 @@ In this exercise, you will learn about the canvas app. 1. **Close** the tab and select **Leave** to discard any changes. Select **Done**. - ## Exercise 2 – Change the visual experience of the canvas app -In this exercise, you will change the layout and colors used in the canvas app. +In this exercise, you will change the layout and colors used in the canvas app so that you can see how the layout of the app has been created. ### Task 2.1 - Layout @@ -195,10 +195,9 @@ In this task, you will perform the following changes to the app: 1. **Close** the tab and select **Leave** to discard any changes. Select **Done**. - ### Task 2.2 - Colors -In this task, you will perform the following changes to the app: +In this task, you will perform the following changes to standardize colors for the controls in the app: - change the variables used for colors - update the colors used for controls in the gallery @@ -237,8 +236,9 @@ In this task, you will perform the following changes to the app: 1. Repeat the steps to change the **BorderColor** and **IconBackground** color to `FabrikamColor` for **EstimatedCompletionDate**. -1. Select **Save**. + ![Canvas app colours.](../media/canvas-colors.png) +1. Select **Save**. ### Task 2.3 - Background @@ -258,8 +258,9 @@ In this task, you will perform the following changes to a screen: 1. Select **Fit** in the **Image position** drop-down. -1. Select **Save**. + ![Canvas app background.](../media/canvas-background.png) +1. Select **Save**. ### Task 2.4 - Label @@ -277,8 +278,9 @@ In this task, you will perform the following changes to a label: 1. In the formula bar, change **Active Milestones** to `Active Outcomes` -1. Select **Save**. + ![Canvas app home.](../media/canvas-home.png) +1. Select **Save**. ### Task 2.5 - Button @@ -305,16 +307,18 @@ In this task, you will perform the following changes to the button: 1. Select **Publish this version**. - ## Exercise 3 – Logic -In this exercise, you will update formulas and logic in the canvas app. +In this exercise, you will update formulas and logic in the canvas app. There are several issues with logic in the app: + +- the forms used on Milestone and Outcome screens only update Dataverse for the first row in the gallery. +- the project types are not displayed for existing projects. ### Task 3.1 - Outcome Status In this task, you will perform the following changes to the screen: -- remove Status Reason and replace with new choice column +- remove the Status Reason column and replace with the new Status choice column 1. Navigate to the Power Apps Maker portal . @@ -348,8 +352,9 @@ In this task, you will perform the following changes to the screen: 1. In the formula bar, replace **ThisItem.'Status Reason'** with `ThisItem.'Outcome Status'` -1. Select **Save**. + ![Canvas app with Outcome Status.](../media/canvas-outcomestatus.png) +1. Select **Save**. ### Task 3.2 - Outcome form @@ -372,7 +377,6 @@ In this task, you will perform the following changes to the screen: 1. Select **Save**. - ### Task 3.3 - Milestone form In this task, you will perform the following changes to the screen: @@ -389,7 +393,6 @@ In this task, you will perform the following changes to the screen: 1. Select **Save**. - ### Task 3.4 - Project type In this task, you will perform the following changes to the screen: @@ -404,6 +407,8 @@ In this task, you will perform the following changes to the screen: 1. In the formula bar, enter `ThisItem.'Project Type'` + ![Canvas app with Project Types.](../media/canvas-projecttypes.png) + 1. Select **Save**. 1. Select **Publish**. @@ -414,137 +419,11 @@ In this task, you will perform the following changes to the screen: 1. Select **Done**. +## Exercise 4 – Solutions -## Exercise 4 – Power Automate - -In this exercise, you will add a Power Automate flow to the canvas app to reset the status of a Milestone. - -### Task 4.1 - Create flow - -In this task, you will perform the following changes to the screen: - -- create an instant flow for use in the canvas app -- perform a flow action to reset the status of a Milestone - -1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` - -1. Make sure you are in the **Dev One** environment. - -1. Select **Solutions**. - -1. Open the **Fabrikam Environmental** solution. - -1. In the **Objects** pane on the left, select **Cloud flows**. - -1. In the solution, select **+ New** > **Automation** > **Cloud flow** > **Instant**. - - > NOTE: If a Welcome to Power Automate dialog appears, select **Get started**. - -1. Enter `Reset milestone status` for **Flow name**. - -1. Select **PowerApps** for **Chose how to trigger this flow**. - -1. Select **Create**. - -1. Select **+ Add an input**. - -1. Select **text**. - -1. Enter **Milestone and click + New step**. - -1. Select the **Microsoft Dataverse** connector. - -1. Select the **Update a row** action. - -1. Select **Milestones** for **Table name**. - -1. Select the **Row ID** field. - -1. In **Dynamic content**, select **Ask in PowerApps**. - -1. Expand **Show advanced options**. - -1. Enter `0` for **Milestone Percentage Complete**. - -1. Select **Planned** for **Milestone status**. - -1. Select **Save** and wait for the flow to save. - -1. Select the **🡠** back arrow in the top left of the flow editor. +In this exercise, you will export the solution from the Development environment and import it into the Production environment. - -### Task 4.2 - Add flow to canvas app - -In this task, you will perform the following changes to the screen: - -- add the flow to the canvas app -- run the flow from a button - -1. In the **Objects** pane on the left, select **Apps**. - -1. Select the **Environmental Work Delivery** app, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. - -1. In the left navigation, select **Power Automate**. - -1. Select **+ Add flow**. - -1. Select **Reset milestone status**. The flow will be added to the app. - -1. In the **Tree view**, select and expand **OutcomeScreen**. - -1. Select **SaveBtn**. - -1. Select the ellipses menu (...) next to the button in the **Tree view** and select **Copy**. - -1. In the **Tree view**, select and expand **MilestoneScreen**. - -1. Right-click in the app area and select **Paste**. - -1. Select the ellipses (...) next to **SaveBtn_1** and select **Rename**. - -1. Enter `ResetBtn` - -1. Select **Text** in the **Property Selector** and replace with `"Reset"` - -1. Select **DisplayMode** in the **Property Selector** and change the formula to use the `"MilestoneGallery"` - -1. Select the **OnSelect** property in the **Property Selector**. - -1. Enter the following formula: - - ```Resetmilestonestatus.Run(MilestoneGallery.Selected.Milestone);Refresh(Milestones);``` - -1. Drag **ResetBtn** under the form. - - -### Task 4.3 - Publish and share the app - -1. Select **Save**. - -1. Select **Publish**. - -1. Select **Publish this version**. - -1. Select **Share**. - -1. Enter `Alex` in **Enter a name, email address, or Everyone** and select **Alex Wilber**. - -1. Select **Share**. - -1. Enter `Patti` in **Enter a name, email address, or Everyone** and select **Patti Fernandez**. - -1. Check the **Co-owner** box. - -1. Select **Share**. - -1. **Close** the tab. - - -## Exercise 5 – Solutions - -In this exercise, you will export the solution from the Dev One environment and import it into the Live environment. - -### Task 5.1 – Export managed solution +### Task 4.1 – Export managed solution 1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` @@ -558,7 +437,7 @@ In this exercise, you will export the solution from the Dev One environment and 1. Select **Next**. -1. The version number should have been incremented to **1.1.11.10**. +1. Change the version number to `1.1.11.13`. 1. Select **Managed** for **Export As**. @@ -566,8 +445,7 @@ In this exercise, you will export the solution from the Dev One environment and 1. The export will be prepared in the background. When the solution is ready, select the **Download** button. - -### Task 5.2 – Export unmanaged solution +### Task 4.2 – Export unmanaged solution 1. Select the **Fabrikam Environmental** solution. @@ -575,7 +453,7 @@ In this exercise, you will export the solution from the Dev One environment and 1. Select **Next**. -1. The version number should have been incremented to **1.1.11.11** +1. Change the version number to `1.1.11.13`. 1. Select **Unmanaged** for **Export As**. @@ -583,18 +461,16 @@ In this exercise, you will export the solution from the Dev One environment and 1. The export will be prepared in the background. When the solution is ready, select the **Download** button. +### Task 4.3 – Import managed solution -### Task 5.3 – Import managed solution - -1. Switch to the **Live** environment using the **Environment Selector** in the upper right corner of the Maker portal. +1. Switch to the **Production** environment using the **Environment Selector** in the upper right corner of the Maker portal. 1. Select **Solutions**. 1. Select **Import solution**. -1. Select **Browse**, change to the **Downloads** folder and select **FabrikamEnvironmental_1_1_11_10_managed.zip** and select **Open**. +1. Select **Browse**, change to the **Downloads** folder and select **FabrikamEnvironmental_1_1_11_13_managed.zip** and select **Open**. 1. Select **Next**. 1. Select **Import**. The solution will import in the background. - diff --git a/Instructions/Labs/LAB[PL-200]_M04L01_Custom_page.md b/Instructions/Labs/LAB[PL-200]_M04L01_Custom_page.md new file mode 100644 index 00000000..9400cfb0 --- /dev/null +++ b/Instructions/Labs/LAB[PL-200]_M04L01_Custom_page.md @@ -0,0 +1,203 @@ +--- +lab: + title: 'Lab 4.2: Create a custom page' + module: 'Learning Path 4: Create canvas apps' +--- + +# Practice Lab 4.2 – Create a custom page + +## Scenario + +You are a Power Platform functional consultant and have been assigned to the Fabrikam project for the next stage of the project. + +You have been assigned to add a custom page to a model-driven app. + +## Exercise 1 – Add an image to the Resource table + +In this exercise, you will be adding an image column to the Resource table. + +### Task 1.1 – Create an image column + +1. Navigate to the Power Apps Maker portal . + +1. Make sure you are in the **Dev One** environment. + +1. Select **Solutions**. + +1. Open the **Fabrikam Environmental** solution. + +1. In the **Objects** pane on the left, expand **Tables**. + +1. Select the **Resources** table. + +1. Under **Schema**, select **Columns**. + +1. Select **+ New column**. + +1. Enter `Picture` for **Display Name**. + +1. Select **File** and then **Image** in the **Data type** drop-down. + +1. Check the **Primary image** box. + + ![Image column.](../media/image-column.png) + +1. Select **Save**. + +### Task 1.2 – Add images to resources + +1. Navigate to the Power Apps Maker portal . + +1. Make sure you are in the **Dev One** environment. + +1. Select **Solutions**. + +1. Open the **Fabrikam Environmental** solution. + +1. In the **Objects** pane on the left, select **Apps**. + +1. Select the **Environmental Administration** app, and select **Play**. + +1. Select **Resources**. + +1. Edit each of the resources and upload an image by clicking the circle in the top-left of the form. + + ![Add image to resource.](../media/add-image.png) + +## Exercise 2 – Build custom page + +In this exercise, you will build a custom page to manage project resources. + +### Task 2.1 - Create a custom page + +1. Navigate to the Power Apps Maker portal . + +1. Make sure you are in the **Dev One** environment. + +1. Select **Solutions**. + +1. Open the **Fabrikam Environmental** solution. + +1. In the **Objects** pane on the left, select **Apps**. + +1. Select the **+ New** drop-down and select **App** then **Page**. + +1. Select **With layout** and select **Split Screen**. + +1. Select **Settings** . + +1. Enter `Project Resources page` for *Name*. + +1. Close Settings. + +1. Rename *Screen1* to `Project Resources`. + +### Task 2.2 - Add gallery for resources + +1. In the **Tree view**, expand **ScreenContainer1**. + +1. Select **LeftContainer1**. + +1. In **LeftContainer1**, select the **+** icon and select **Vertical Gallery**. + +1. Search for `Resources` and select the **Resources** table. + +1. In the Properties pane for the gallery, select **Active Resources** for *Views*. + +1. In the Properties pane for the gallery, select **Image, title and subtitle** for *Layout*. + +1. In the Properties pane for the gallery, **Edit fields**. + +1. Select **Resource Type** for *Subtitle*. + +1. Rename the gallery to `ResourceList` + + ![Gallery for resources.](../media/custom-page-resources.png) + +### Task 2.3 - Add gallery for project resources + +1. In the **Tree view**, expand **ScreenContainer1**. + +1. Select **RightContainer1**. + +1. In **RightContainer1**, select the **+** icon and select **Vertical Gallery**. + +1. Search for `Resources` and select the **Project Resources** table. + +1. In the Properties pane for the gallery, select **Project Resources SubGrid** for *Views*. + +1. In the Properties pane for the gallery, select **Title, subtitle ans body** for *Layout*. + +1. In the Properties pane for the gallery, **Edit fields**. + +1. Select **ThisItem.Name** for *Name*. + +1. Select **ThisItem.'Project Role'** for *Subtitle*. + +1. Select **ThisItem.'Status Reason'** for *Subtitle*. + + ![Fields for project resources.](../media/custom-page-projectresouce-fields.png) + +1. Select the gallery and select **Items** in the property selector. + + ```powerappsfl + Filter('Project Resources', Resource.Resource = ResourceList.Selected.Resource) + ``` + +1. Rename the gallery to `ProjectResourceList` + +1. Preview the page and verify that two projects are listed for Sidney. + + ![Preview custom page.](../media/custom-page-preview.png) + +1. Close the preview. + +1. Select **Save**. + +1. Select **Publish**. + +1. Select **Publish this version**. + +1. Select **🡠 Back**. + +### Task 2.4 – Add custom page + +In this task, you will add the custom page to a model-driven app. + +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` + +1. Make sure you are in the **Dev One** environment. + +1. Select **Solutions**. + +1. Open the **Fabrikam Environmental** solution. + +1. In the **Objects** pane on the left, select **Apps**. + +1. Select the **Environmental Project Delivery** app, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. + +1. In the **Pages** pane on the left side, select **projects**. + +1. Select the ellipses **..** for **Projects** and select **New page** + +1. Select **Custom page**. + +1. Select **Next**. + +1. Select **Use an existing custom page**. + +1. Select **Project Resources page**. + +1. Select **Add**. + +1. Select **Save**. + +1. Select **Publish**. + +1. Select **Play**. + + ![Custom page in model-driven app.](../media/custom-page-play.png) + +1. Select the Project Resources page and verify that resources are displayed and then **Close** the app and app designer windows. + +1. Select **Done**. diff --git a/Instructions/Labs/LAB[PL-200]_M05L01_Pages.md b/Instructions/Labs/LAB[PL-200]_M05L01_Pages.md index b403f260..175601d8 100644 --- a/Instructions/Labs/LAB[PL-200]_M05L01_Pages.md +++ b/Instructions/Labs/LAB[PL-200]_M05L01_Pages.md @@ -1,7 +1,7 @@ --- lab: title: 'Lab 5.1: Build a Power Pages portal' - module: 'Module 5: Make portals in Power Pages' + module: 'Learning Path 5: Make portals in Power Pages' --- # Practice Lab 5.1 – Build a Power Pages portal @@ -10,24 +10,53 @@ lab: You are a Power Platform functional consultant and have been assigned to the Fabrikam project for the next stage of the project. -In this practice lab, you will explore your Power Pages portal and expose Milestone data to customers. +In this practice lab, you will deploy a Power Pages portal and expose Milestone data to customers. -## Exercise 1 - Explore and configure a Power Pages site +## Exercise 1 - Sign up for Power Pages -In this exercise, you will explore a Power Pages site and the Power Pages tools. You will make minor changes to the site content. +In this exercise, you will provision a Power Pages site using a starter template. -> IMPORTANT: At the time of writing, Power Pages is in technical preview and the steps may differ. Refer to for the latest documentation. +### Task 1.1 - Create a Power Pages site +1. Navigate to the Power Pages portal `https://make.powerpages.microsoft.com/` and sign in with your Microsoft 365 credentials if prompted. -### Task 1.1 - Review the Power Pages site +1. Use the Environment selector to switch to the **Dev One** environment. -1. Navigate to the Power Pages portal . +1. Select **Get started**. + +1. If you are asked about your experience creating websites, select **Skip**. + +1. Choose the default design template, **Starter layout 1**, and select **Choose this template**. + + ![Select Starter layout template..](../media/power-pages-starter.png) + +1. Enter `Fabrikam Milestones` for **Give your site a name**. + +1. Use the autogenerated web address. + +1. Select **Done**. + + > The portal site will deploy. It can take a while for your site to fully deploy. + + ![Power Pages portal deployed.](../media/portal-deployed.png) + +1. Wait for the site to be deployed. + +## Exercise 2 - Explore and configure a Power Pages site + +In this exercise, you will explore a Power Pages site and the Power Pages tools. You will make minor changes to the site content. + +### Task 2.1 - Review the Power Pages site + +1. Navigate to the Power Pages portal `https://make.powerpages.microsoft.com/`. 1. Make sure you are in the **Dev One** environment. -1. Click on **Preview** and then select **Desktop**. +1. Select **Preview** and then select **Desktop**. + +1. If permissions are requested, check the **Consent on behalf of your organization** and select **Accept**. -1. In the portal site, note the name of the tab in the browser, **Home - Starter Portal**. + ![Power Pages consent.](../media/portal-consent.png) 1. Scroll down to the bottom of the page and note the page footer. @@ -35,38 +64,37 @@ In this exercise, you will explore a Power Pages site and the Power Pages tools. 1. In the menu, select **Contact us**. You should see a form. -1. Complete the **Fill in your details** form with dummy data and click **Submit**. +1. Complete the **Fill in your details** form with dummy data and select **Submit**. -### Task 1.2 - Sign in to the Power Pages site +### Task 2.2 - Sign in to the Power Pages site 1. In the menu, select **Sign in**. -1. Click **Azure AD**. This will sign you in with your Microsoft 365 credentials. +1. Select **Azure AD**. This will sign you in with your Microsoft 365 credentials. - ![Power Pages permissions requested.](../media/portal-permissions-requested.png) +1. If permissions are requested, select **Accept**. -1. In the permissions requested dialog, click **Accept**. - -Your user has been added to the portal site. + ![Power Pages permissions requested.](../media/portal-permissions-requested.png) +1. Enter `MOD` and `Administrator` for name and select **Update**. -### Task 1.3 - Review the Portal Management model-driven app +### Task 2.3 - Review the Power Pages Management model-driven app -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. -1. Select **Apps**. +1. Select **Apps** and select **All**. -1. Select the **Portal Management** app, click on the ellipses (...), and select **Play**. +1. Select the **Power Pages Management** app, select the ellipses (...), and select **Play**. -1. In the left-hand navigation, select **Web Pages**. You should see 9 pages including **Subpage 2**. +1. In the left-hand navigation, select **Web Pages**. You should see 10 pages including **Subpage 2**. 1. Select and edit **Subpage 2**. You should see that this page uses the **Default studio template** page template. -1. Click **Default studio template**. You should see that this page uses the **Default studio template** web template. +1. Select **Default studio template**. You should see that this page uses the **Default studio template** web template. -1. Click **Default studio template**. You should see the source for the web template. +1. Select **Default studio template**. You should see the source for the web template. 1. In the left-hand navigation, select **Web Templates**. You should see many web templates. @@ -76,11 +104,11 @@ Your user has been added to the portal site. 1. Select and edit **MOD Administrator**. -1. Click the caret at the top-left of the form and select the **Portal Contact** form. +1. Select the caret at the top-left of the form and select the **Portal Contact** form. -1. Select the **Web Authentication** tab. You are authenticating using **https://sts.windows.net** which is Azure Active Directory. +1. Select the **Web Authentication** tab. You are authenticating using **https://sts.windows.net** which is Microsoft Entra Id (Azure Active Directory). -1. Select the **Related** tab and then select **Web Roles**. Note that you have the **Administrators** web role. +1. Select the **General** tab and view the **Web Roles** subgrid. Note that you have the **Administrators** web role. 1. In the left-hand navigation, select **Web Roles**. You will see three web roles: @@ -88,14 +116,12 @@ Your user has been added to the portal site. - Anonymous Users - Authenticated Users -### Task 1.4 - Edit the site footer in Portal Management +### Task 2.4 - Edit the site footer in Portal Management 1. In the left-hand navigation, select **Content Snippets**. 1. Select and edit **Footer**. Do not navigate away from this page. -1. Select the **HTML** tab. - 1. Replace the HTML with the following: ```html @@ -103,45 +129,45 @@ Your user has been added to the portal site.

{{ now | date: 'yyyy' }}

``` -1. Click **Save & Close**. +1. Select **Save & Close**. > NOTE: The footer on the site is not updated immediately. +### Task 2.5 - Review Portal Designer -### Task 1.5 - Review Portal Designer - -1. Navigate to the Power Pages portal . +1. Navigate to the Power Pages portal `https://make.powerpages.microsoft.com/` 1. Make sure you are in the **Dev One** environment. -1. Edit **Edit**. + ![Power Pages sites.](../media/power-pages-sites.png) + +1. Select **Edit** to open the site designer. ![Power Pages designer.](../media/power-pages-designer.png) 1. Scroll to the bottom of the page. You should see the footer that you changed in the earlier task. -1. In the **Pages** pane on the left-hand side, click to expand **Pages**. You should see **Subpage 2**. +1. In the **Pages** pane on the left-hand side, select to expand **Pages**. You should see **Subpage 2**. 1. Select **Subpage 2**. Do not navigate away from this page. - -### Task 1.6 - Update pages in the Portal Designer +### Task 2.6 - Update pages in the Portal Designer 1. Select the ellipses (...) and select **Page settings**. -1. Enter **Milestones** for **Name**. +1. Enter `Milestones` for **Name**. -1. Enter **milestones** for **Partial URL**. +1. Enter `milestones` for **Partial URL**. -1. Click **OK**. +1. Select **OK**. -1. In the canvas, click on the heading, **Subpage 2**, and enter **Milestones**. +1. In the canvas, select the heading, **Subpage 2**, and enter `Milestones`. -1. In the canvas, click the line of text underneath the heading and enter **Status of environmental milestones**. +1. In the canvas, select the line of text underneath the heading and enter `Status of environmental milestones`. -1. Click on the background in the canvas above the heading and select the section. +1. Select the background in the canvas above the heading and select the section. -1. Click on **Edit background**. +1. Select **Edit background**. 1. Pick the **Yellow** color under Brand colors. @@ -149,89 +175,84 @@ Your user has been added to the portal site. 1. Select the ellipses (...) and select **Delete**. -1. Click **Delete**. - -1. In the **Pages** pane on the left-hand side, select **Home**. +1. Select **Delete**. -1. Click on **Company name** at the top of the page. +1. Select **Company name** at the top of the page and select **Edit site header**. 1. Enter **Fabrikam Environmental**. ![Power Pages portal edits.](../media/designer-edit.png) -### Task 1.7 - View the changes to the site +### Task 2.7 - View the changes to the site -1. In the top-right of the Power Pages designer, click on **Sync**. +1. In the top-right of the Power Pages designer, select **Sync**. -1. Click on **Preview** and then select **Desktop**. +1. Select **Preview** and then select **Desktop**. 1. Verify your changes have been made. - -## Exercise 2 – Expose Dataverse data +## Exercise 3 – Expose Dataverse data In this exercise, you will add a list of Milestone rows to the page, add a form to edit rows, and configure security to allow the data to be changed in the portal site. > IMPORTANT: At the time of writing, Power Pages is in technical preview and the steps may differ. Refer to for the latest documentation. - -### Task 2.1 - Display Dataverse records +### Task 3.1 - Display Dataverse records 1. Navigate to the Power Pages portal . 1. Make sure you are in the **Dev One** environment. -1. Click **Edit**. +1. Select **Edit** to open the site designer. -1. In the **Pages** pane on the left-hand side, click to expand **Pages**, and select **Milestones**. +1. In the **Pages** pane on the left-hand side, select and expand **Pages**, and select **Milestones**. 1. In the canvas under **Choose a component to add to this section**, select the **List** icon. -1. Select **Milestone (contoso_milestone)** for **Choose a table**. +1. Select **Milestone** for **Choose a table**. 1. Select **Milestones SubGrid** for **Select Dataverse views**. 1. Enter **Milestones** for **Name your list**. -1. Click **Done**. - +1. Select **Done**. -### Task 2.2 - Security +### Task 3.2 - Security -1. Click on **Permissions** in the list component editor (you may need to hover over the list to see this). +1. Select **Permissions** in the list component editor (you may need to hover over the list to see this). -1. In the **Table Permissions** pane on the right-hand side, click **+ New permission** +1. In the **Table Permissions** pane on the right-hand side, select **+ New permission** 1. Enter **Milestones** for **Name**. -1. Select **Milestone (contoso_milestone)** for **Table**. +1. Select **Milestone** for **Table**. 1. Select **Global access** for **Access type**. 1. Check the following permissions: - Read - - Write + - Update - Create - Append - Append To -1. Click **+ Add Roles** +1. Select **+ Add Roles** 1. Check the following permissions: - Administrators - Authenticated Users -1. Click **Save**. +1. Select **Save**. ![Power Pages table permissions.](../media/portal-table-permissions.png) -1. In the **Table Permissions** pane on the right-hand side, click **New table permission** +1. In the **Table Permissions** pane on the right-hand side, select **New table permission** -1. Enter **Project** for **Name**. +1. Enter **Projects** for **Name**. -1. Select **Project (contoso_project)** for **Table**. +1. Select **Project** for **Table**. 1. Select **Global access** for **Access type**. @@ -257,48 +278,45 @@ In this exercise, you will add a list of Milestone rows to the page, add a form 1. Verify that milestone records are listed in the Power Pages site. -1. Close the Starter Portal tab. - - -### Task 2.3 - Form +### Task 3.3 - Form 1. In the **Pages** pane on the left-hand side, and select **Pages**. 1. Select the ellipses (...) and select **Add a new subpage**. -1. Enter **Milestone Details** +1. Enter `Milestone Details`. -1. Uncheck **Add this page to main navigation** +1. Uncheck **Add page to main navigation** 1. Select **Start from blank**. ![Add page to site.](../media/portal-add-page.png) -1. Click **Add** +1. Select **Add** 1. In the canvas under **Choose a component to add to this section**, select the **Form** icon. -1. Click **+ New form**. +1. Select **+ New form**. -1. Select **Milestone (contoso_milestone)** for **Choose a table**. +1. Select **Milestone** for **Choose a table**. 1. Select **Information** for **Select a form**. -1. Enter **Milestone** for **Name your copy of the select form**. +1. Enter `Milestone` for **Name your copy of the select form**. -1. Select **Data**. +1. Select the **Data** tab. 1. Select **Updates an existing record** for **Data from this form**. -1. Select **On submit**. +1. Select the **On submit** tab. 1. Select **Redirect to a page** for **When this form is submitted** and then select the **Milestones** page. -1. Select **CAPTCHA**. +1. Select the **CAPTCHA** tab. 1. Uncheck both boxes. -1. Click **OK**. +1. Select **OK**. 1. In the **Pages** pane on the left-hand side, select **Milestones**. @@ -312,9 +330,7 @@ In this exercise, you will add a list of Milestone rows to the page, add a form 1. In the canvas, select the **Milestones list component**. -1. In the list component editor, select **Edit list**. - -1. Select **Data**. +1. Select **Actions**. 1. Toggle **View details** to **On**. @@ -328,11 +344,10 @@ In this exercise, you will add a list of Milestone rows to the page, add a form 1. Select **Milestone** for **Form**. -1. Click **OK**. +1. Select **OK**. -1. In the top-right of the Power Pages designer, click on **Sync**. +1. In the top-right of the Power Pages designer, select **Sync**. -1. Click on **Preview** and then select **Desktop**. +1. Select **Preview** and then select **Desktop**. 1. Test viewing and editing Milestones. - diff --git a/Instructions/Labs/LAB[PL-200]_M06L01_Cloud_flows.md b/Instructions/Labs/LAB[PL-200]_M06L01_Cloud_flows.md index 9f519aa4..6b6aae19 100644 --- a/Instructions/Labs/LAB[PL-200]_M06L01_Cloud_flows.md +++ b/Instructions/Labs/LAB[PL-200]_M06L01_Cloud_flows.md @@ -1,7 +1,7 @@ --- lab: title: 'Lab 6.1: Cloud flows' - module: 'Module 6: Build automation with Power Automate' + module: 'Learning Path 6: Build automation with Power Automate' --- # Practice Lab 6.1 – Cloud flows @@ -10,7 +10,7 @@ lab: You are a Power Platform functional consultant and have been assigned to the Fabrikam project for the next stage of the project. -In this practice lab, you change an existing approvals flow and add error handling. You will also set the value of the environment variable used by the flow. You will also create a new flow to automatically set the actual end date on projects. +In this practice lab, you change an existing approvals flow and add error handling. You will also set the value of the environment variable used by the flow. You will also create a new flow to automatically set the actual end date on projects. You will call a Power Automate cloud flow from a canvas app. ## Exercise 1 – Edit approval cloud flow @@ -22,17 +22,19 @@ In this task, you will perform the following changes to the flow: - Replace the Get Approver row with the calculated column for Approver Email Address -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com`. 1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. -1. Click to open the **Fabrikam Environmental** solution. +1. Open the **Fabrikam Environmental** solution. 1. In the **Objects** pane on the left, select **Cloud flows**. -1. Select the **Request Approval** flow, click on the ellipses (...), and select **Edit**. +1. Select the **Request Approval** flow, select the ellipses **...**, and select **Edit** > **Edit in new tab**. + +1. If a Welcome to Power Automate dialog appears, select **Get started**. 1. Select the **Start and wait for an approval** step. @@ -44,6 +46,10 @@ In this task, you will perform the following changes to the flow: 1. On the **Get Approver** step, select the ellipses (...) and select **Delete**. + ![Approval step.](../media/flow-approval.png) + +1. Select **Save**. + ### Task 1.2– Check if an approver is assigned to the outcome In this task, you will perform the following changes to the flow: @@ -72,7 +78,7 @@ In this task, you will perform the following changes to the flow: 1. In **Dynamic content**, select the **Expression** tab. -1. Enter **length()** and position the cursor between the brackets. +1. Enter `length()` and position the cursor between the brackets. 1. Select the **Dynamic content** tab, select **See more** for **Get Outcome**, and select the **Approver Email** and click **OK**. @@ -82,7 +88,7 @@ In this task, you will perform the following changes to the flow: 1. Change the **Operator** to **is greater than**. -1. Click in the right-hand **Choose a value** field and enter **0** +1. Click in the right-hand **Choose a value** field and enter `0`. 1. In the condition step, note the **And** drop-down is set to **And**. @@ -98,14 +104,14 @@ In this task, you will perform the following changes to the flow: 1. Select **Failed** for the **Status** drop down. -1. Enter **NO_APPROVER** for **Code**. +1. Enter `NO_APPROVER` for **Code**. -1. Enter **No approver for outcome** and in **Dynamic content** select **Outcome Title**. - -1. Click **Save**. +1. Enter `No approver for outcome` and in **Dynamic content** select **Outcome Title**. ![Flow after changes in this task.](../media/flow-check-approver.png) +1. Select **Save**. + ### Task 1.3 – Error handling In this task, you will perform the following changes to the flow: @@ -122,9 +128,9 @@ In this task, you will perform the following changes to the flow: 1. Select **Failed** for the **Status** drop down. -1. Enter **APPROVAL_EXPIRED** for **Code**. +1. Enter `APPROVAL_EXPIRED` for **Code**. -1. Enter **Approval timed out for ** and in **Dynamic content**, select **Outcome Title**. +1. Enter `Approval timed out for` and in **Dynamic content**, select **Outcome Title**. 1. On the **Terminate 2** step, select the ellipses (...) and select **Configure run after**. @@ -134,10 +140,10 @@ In this task, you will perform the following changes to the flow: 1. Click **Done**. -1. Click **Save** - ![Error handing and parallel branch.](../media/flow-error-handling.png) +1. Click **Save** + ### Task 1.4 – Set status to rejected In this task, you will perform the following changes to the flow: @@ -152,13 +158,13 @@ In this task, you will perform the following changes to the flow: 1. On the **Update a row** step, select the ellipses (...) and select **Rename**. -1. Enter **Set Outcome to rejected**. +1. Enter `Set Outcome to rejected`. 1. Select **Outcomes** for **Table name**. 1. Click in the **Row ID** field. -In **Dynamic content**, search for outcome and select **Outcome** under the **Get Outcome** section. +1. In **Dynamic content**, search for outcome and select **Outcome** under the **Get Outcome** section. 1. Expand **Show advanced options**. @@ -169,7 +175,8 @@ In **Dynamic content**, search for outcome and select **Outcome** under the **Ge 1. Click **Save** 1. Click the back arrow icon in the top-left of the flow editor. -**Note:** If you receive an error message stating **This isn't the latest content**, select **Overwrite other people's changes** then click **Apply** to move forward. + + **Note:** If you receive an error message stating **This isn't the latest content**, select **Overwrite other people's changes** then click **Apply** to move forward. ## Exercise 2 – Edit environment variable @@ -181,7 +188,7 @@ In this task, you will: - Discover the URL for the outcome form in the model-driven app -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com`. 1. Make sure you are in the **Dev One** environment. @@ -215,7 +222,7 @@ In this task, you will: - Update the environment variable -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com`. 1. Make sure you are in the **Dev One** environment. @@ -256,7 +263,7 @@ In this task, you will perform the following: - create a new flow that is triggered by project status change - add an action to set the actual end date -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com`. 1. Make sure you are in the **Dev One** environment. @@ -268,7 +275,7 @@ In this task, you will perform the following: 1. Click **+ New** > **Automation** > **Cloud flow** > **Automated**. -1. Enter **Set Project End Date** for **Flow name** +1. Enter `Set Project End Date` for **Flow name** 1. Search for Dataverse in **Chose how to trigger this flow** and select the **When a row is added, modified, or deleted** action. @@ -282,11 +289,11 @@ In this task, you will perform the following: 1. Select the ellipses (...) and select **Rename**. -1. Enter **Project Status changed**. +1. Enter `Project Status changed`. 1. Expand **Show advanced options**. -1. Click into **Select columns** and enter **contoso_projectstatus**. The flow will only trigger when the project status value is changed. +1. Click into **Select columns** and enter `contoso_projectstatus`. The flow will only trigger when the project status value is changed. 1. Click on **+ New step**. @@ -294,7 +301,7 @@ In this task, you will perform the following: 1. On the **Update a row** step, select the ellipses (...) and select **Rename**. -1. Enter **Set Actual End Date**. +1. Enter `Set Actual End Date`. 1. Select **Projects** for **Table name**. @@ -308,7 +315,7 @@ In this task, you will perform the following: 1. In **Dynamic content**, select the **Expression** tab. -1. Enter **utcNow()** and click **OK**. +1. Enter `utcNow()` and click **OK**. 1. Click **Save**. @@ -329,3 +336,189 @@ In this task, you will perform the following: 1. Click **Save**. 1. Click the back arrow icon in the top-left of the flow editor. + +## Exercise 4 – Call Power Automate from a Canvas app + +In this exercise, you will add a Power Automate flow to the canvas app to reset the status of a Milestone. + +### Task 4.1 - Create flow + +In this task, you will perform the following changes to the screen: + +- create an instant flow for use in the canvas app +- perform a flow action to reset the status of a Milestone + +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` + +1. Make sure you are in the **Dev One** environment. + +1. Select **Solutions**. + +1. Open the **Fabrikam Environmental** solution. + +1. In the **Objects** pane on the left, select **Cloud flows**. + +1. In the solution, select **+ New** > **Automation** > **Cloud flow** > **Instant**. + + > NOTE: If a Welcome to Power Automate dialog appears, select **Get started**. + +1. Enter `Reset milestone status` for **Flow name**. + +1. Select **PowerApps (V2)** for **Chose how to trigger this flow**. + +1. Select **Create**. + +1. Select the Power Apps (V2) trigger step. + +1. Select **+ Add an input**. + +1. Select **Text**. + +1. Enter `ID` for *Input*. + +1. Enter `Milestone` for *Please enter your input*. + +1. Select **+ New step**. + +1. Select the **Microsoft Dataverse** connector. + +1. Select the **Update a row** action. + +1. Select **Milestones** for **Table name**. + +1. Select the **Row ID** field. + +1. In **Dynamic content**, select **ID**. + +1. Expand **Show advanced options**. + +1. Enter `0` for **Milestone Percentage Complete**. + +1. Select **Planned** for **Milestone status**. + +1. Select **Save** and wait for the flow to save. + +1. Select the **🡠** back arrow in the top left of the flow editor. + +### Task 4.2 - Add flow to canvas app + +In this task, you will perform the following changes to the screen: + +- add the flow to the canvas app +- run the flow from a button + +1. In the **Objects** pane on the left, select **Apps**. + +1. Select the **Environmental Work Delivery** app, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. + +1. In the left navigation, select **Power Automate**. + +1. Select **+ Add flow**. + +1. Select **Reset milestone status**. The flow will be added to the app. + +1. In the **Tree view**, select and expand **OutcomeScreen**. + +1. Select **SaveBtn**. + +1. Select the ellipses menu (...) next to the button in the **Tree view** and select **Copy**. + +1. In the **Tree view**, select and expand **MilestoneScreen**. + +1. Right-click in the app area and select **Paste**. + +1. Select the ellipses (...) next to **SaveBtn_1** and select **Rename**. + +1. Enter `ResetBtn` + +1. Select **Text** in the **Property Selector** and replace with `"Reset"` + +1. Select **DisplayMode** in the **Property Selector** and change the formula to use the `MilestoneGallery` + +1. Select the **OnSelect** property in the **Property Selector**. + +1. Enter the following formula: + + ```Resetmilestonestatus.Run(MilestoneGallery.Selected.Milestone);Refresh(Milestones);``` + +1. Drag **ResetBtn** under the form. + +### Task 4.3 - Publish and share the app + +1. Select **Save**. + +1. Select **Publish**. + +1. Select **Publish this version**. + +1. Select **Share**. + +1. Enter `Alex` in **Enter a name, email address, or Everyone** and select **Alex Wilber**. + +1. Select **Share**. + +1. Enter `Patti` in **Enter a name, email address, or Everyone** and select **Patti Fernandez**. + +1. Check the **Co-owner** box. + +1. Select **Share**. + +1. **Close** the tab. + +## Exercise 5 – Solutions + +In this exercise, you will export the solution from the Development environment and import it into the Production environment. + +### Task 5.1 – Export managed solution + +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com`. + +1. Make sure you are in the **Dev One** environment. + +1. Select **Solutions**. + +1. Select the **Fabrikam Environmental** solution but do not open it. + +1. Select **Export Solution**. + +1. Click **Next**. + +1. Change the version number to `1.1.11.15`. + +1. Select **Managed** for **Export As**. + +1. Click **Export**. + +1. The export will be prepared in the background, when the solution is ready click the **Download** button. + +### Task 5.2 – Export unmanaged solution + +1. Select the **Fabrikam Environmental** solution. + +1. Select **Export Solution**. + +1. Click **Next**. + +1. Change the version number to `1.1.11.15`. + +1. Select **Unmanaged** for **Export As**. + +1. Click **Export**. + +1. The export will be prepared in the background, when the solution is ready click the **Download** button. + +### Task 5.3 – Import managed solution + +1. Switch environments by using the Environment Selector in the upper right corner of the Maker portal. + +1. Select the **Production** environment from the list. + +1. Select **Solutions**. + +1. Select **Import solution**. + +1. Select **Browse**, change to the **Downloads** folder and select **FabrikamEnvironmental_1_1_11_15_managed.zip** and select **Open**. + +1. Click **Next**. + +1. Click **Import**. The solution will import in the background. diff --git a/Instructions/Labs/LAB[PL-200]_M06L02_BPFs.md b/Instructions/Labs/LAB[PL-200]_M06L02_BPFs.md deleted file mode 100644 index 26fb61d7..00000000 --- a/Instructions/Labs/LAB[PL-200]_M06L02_BPFs.md +++ /dev/null @@ -1,287 +0,0 @@ ---- -lab: - title: 'Lab 6.2: Business process flows' - module: 'Module 6: Build automation with Power Automate' ---- - -# Practice Lab 6.2 – Business process flows - -## Scenario - -You are a Power Platform functional consultant and have been assigned to the Fabrikam project for the next stage of the project. - -In this practice lab, you will review the existing business process flow on the outcome table and add branching on approval. You will also configure security for the business process flow. - -## Exercise 1 – Review the business process flow - -In this exercise you will run the business process flow to generate an approval. You will approve the request and finish the business process flow. You will then examine the business process flow components in the business process flow designer. - -### Task 1.1 - Run the app - -1. Navigate to the Power Apps Maker portal . - -1. Make sure you are in the **Dev One** environment. - -1. Select **Solutions**. - -1. Click to open the **Fabrikam Environmental** solution. - -1. In the **Objects** pane on the left, select **Apps**. - -1. Select the **Environmental Project Delivery** app, click on the ellipses (...), and select **Play**. - -1. In the left-hand navigation, select **Outcomes**. - -1. Click **+ New** - -1. You should see the **Outcome Lifecycle** business process flow at the top of the form. - - ![Business process flow in model driven app form.](../media/bpf-form.png) - -1. The business process flow has 5 stages (3 of which are showing): - - - Preparation - - Target - - Planning - - Approval - - Review - -1. Click on the **Preparation** stage. - -1. Enter an **Outcome Title** and an **Outcome Description**. - -1. Click **Save**. - -1. Click on the **Preparation** stage. - -1. Click on **Next Stage**. - -1. Click on **Next Stage** again and note that errors are shown for fields must be filled in. - -1. Select an **Aim**. - -1. Enter a **Goal**. - -1. Click on **Next Stage**. - -1. Select **Yes** for **Stakeholders identified**, **Tasks created**, and **Tasks assigned**. - -1. Enter an **Estimated Completion Date**. - -1. Select **MOD Administrator** for **Approver** - -1. Note that the other stages appear when an approver is selected. - -1. Click on **Next Stage**. - -1. Click on **Run Flow**. - -1. Click **Continue**. - -1. Click **Run flow**. - -1. Click **Done**. - -1. This starts the **Request approval** cloud flow you enhanced in an earlier lab. - - > NOTE: The first time an approval is created in an environment, the approvals solution is automatically installed. This installation can take up to 10 minutes. - -### Task 1.2 - Approve the request - -1. Open a new tab in the browser and navigate to Microsoft Teams . - -1. Sign in with your Microsoft 365 credentials. - -1. Click **Use the web app instead**. - -1. Click on **Apps** in the bottom of the left-hand rail. - -1. Search for **Approvals**. - -1. Select **Approvals** by Microsoft Corporation. - -1. Click **Open**. The approvals app will be added to the left-hand rail. Right click on the app and select **Pin**. - -1. Select the **Dev One** environment. - -1. Select the approval. - -1. Click on **Approve** - -1. Switch to the model-driven app. In the Outcome form, click **Refresh** - -1. Click on the **Approval** stage. The **Approved** step should be set to **Yes**. - -1. Click on **Next Stage**. - -1. Select **Yes** for **Tasks completed**, and **Impact assessment completed**. - -1. Click on **Finish**. - -### Task 1.3 - Review the business process flow - -1. Navigate to the Power Apps Maker portal . - -1. Make sure you are in the **Dev One** environment. - -1. Select **Solutions**. - -1. Click to open the **Fabrikam Environmental** solution. - -1. In the **Objects** pane on the left, select **Processes**. - -1. Select **Outcome Lifecycle**, click on the ellipses (...), and select **Edit**. - - ![Business process flow designer.](../media/bpf-editor.png) - -1. Expand **Details** on the first stage. There are two data steps for **Outcome Title** and an **Outcome Description**. - -1. Select the **Condition** tile. The rule checks that the Approver contains data. - -1. Expand **Details** on the **Approval** stage. There is a flow step. - -1. Click on the **Flow Step**. The flow run is **Request Approval**. - -1. Expand **Details** on the **Planning** stage. Under Trigger Process there is a workflow step. - -1. Click on the **Workflow** step. The workflow **Outcome Lifecycle Change Status - On Schedule** is triggered when the stage exits. - -1. Click on the caret next to **Global Workflow**. These is a workflow step. - -1. Click on the global workflow step. The workflow **Outcome Lifecycle Change Status - Completed** is triggered when the process is completed. - -## Exercise 2 – Modify business process flow - -In this exercise, you will add branching on the approval to the business process flow. - -### Task 2.1 – Add branch - -1. Navigate to the Power Apps Maker portal . - -1. Make sure you are in the **Dev One** environment. - -1. Select **Solutions**. - -1. Click to open the **Fabrikam Environmental** solution. - -1. In the **Objects** pane on the left, select **Processes**. - -1. Select **Outcome Lifecycle**, click on the ellipses (...), and select **Edit**. - -1. Select the **Components** tab - -1. Drag **Condition** and drop it on the white plus icon mark in between the **Approval** and the **Review** stages. - -1. Select the **Condition** tile in the canvas and in the Properties pane enter **Check Approval** for **Display Name**. - -1. In the **Rule 1** section, select **Approved** for **Field**, select **Equals** for **Operator**, select **Value** for **Type**, and select **Yes** for **Value**. - -1. Click **Apply**. - - > IMPORTANT: The designer does not auto-save. You must click on Apply when editing each element in the process. - -1. Click on **+ Add** and select **Add Stage** and then click the white plus icon underneath the **Check Approval** condition tile. - -1. Select the **New Stage** tile, click **Connector** and select **Disconnect**. - -1. Select the **New Stage** tile in the canvas and in the Properties pane enter **Rejected** for **Display Name** and select **Resolve** for **Category**. - -1. Click **Apply**. - -1. Expand **Details** on the **Rejected** stage. - -1. Select **Data Step #1** and in the Properties pane select **Outcome status** and check the **Required** box. - -1. Click **Apply**. - -1. Click **Validate**. - -1. Click **Update**. - -1. Close the business process flow designer. - -1. Click **Done**. - -## Exercise 3 – Modify the Environmental user security role - -In this exercise, you will enable users to use the business process flow. - -### Task 3.1 – Add privileges for business process flow - -1. Navigate to the Power Apps Maker portal . - -1. Make sure you are in the **Dev One** environment. - -1. Select **Solutions**. - -1. Click to open the **Fabrikam Environmental** solution. - -1. In the **Objects** pane on the left, select **Security roles**. - -1. Select the **Environmental user** role and click **Edit**. - -1. Select the **Business Process Flows** tab. - -1. Click on **Outcome Lifecycle** name to change all privilege access levels to **Organization**. - -1. Click **Save and Close**. - -1. Click **Done**. - -## Exercise 4 – Solutions - -In this exercise, you will export the solution from the Dev One environment and import it into the Live environment. - -### Task 4.1 – Export managed solution - -1. Navigate to the Power Apps Maker portal . - -1. Make sure you are in the **Dev One** environment. - -1. Select **Solutions**. - -1. Select the **Fabrikam Environmental** solution but do not open it. - -1. Select **Export Solution**. - -1. Click **Next**. - -1. The version number should have been incremented to **1.1.11.12**. - -1. Select **Managed** for **Export As**. - -1. Click **Export**. - -1. The export will be prepared in the background, when the solution is ready click the **Download** button. - -### Task 4.2 – Export unmanaged solution - -1. Select the **Fabrikam Environmental** solution. - -1. Select **Export Solution**. - -1. Click **Next**. - -1. The version number should have been incremented to **1.1.11.13**. - -1. Select **Unmanaged** for **Export As**. - -1. Click **Export**. - -1. The export will be prepared in the background, when the solution is ready click the **Download** button. - -### Task 4.3 – Import managed solution - -1. Switch environments by using the Environment Selector in the upper right corner of the Maker portal. - -1. Select the **Live** environment from the list. - -1. Select **Solutions**. - -1. Select **Import solution**. - -1. Select **Browse**, change to the **Downloads** folder and select **FabrikamEnvironmental_1_1_11_12_managed.zip** and select **Open**. - -1. Click **Next**. - -1. Click **Import**. The solution will import in the background. diff --git a/Instructions/Labs/LAB[PL-200]_M02L01_Business_rule.md b/Instructions/Labs/LAB[PL-200]_M07L01_Business_rule.md similarity index 78% rename from Instructions/Labs/LAB[PL-200]_M02L01_Business_rule.md rename to Instructions/Labs/LAB[PL-200]_M07L01_Business_rule.md index b399bfec..a5c7170d 100644 --- a/Instructions/Labs/LAB[PL-200]_M02L01_Business_rule.md +++ b/Instructions/Labs/LAB[PL-200]_M07L01_Business_rule.md @@ -1,16 +1,16 @@ --- lab: - title: 'Lab 2.1: Business rules' - module: 'Module 2: Manage Microsoft Dataverse' + title: 'Lab 7.1: Implement low-code logic' + module: 'Learning Path 7: Logic and process automation' --- -# Practice Lab 2.1 – Business rules +# Practice Lab 7.1 – Business rules ## Scenario You are a Power Platform functional consultant and have been assigned to the Fabrikam project for the next stage of the project. -In this practice lab, you will be creating business rules to show and hide the lookup columns in the model-driven app form for the Resource table and to set the status of Milestone rows to completed when the percentage complete is 100%. +In this practice lab, you will be creating business rules to show and hide the lookup columns in the model-driven app form for the Resource table and to set the status of Milestone rows to completed when the percentage complete is 100%. You will also create a low-code plug-in to validate dates. ## Exercise 1 – Create business rules @@ -18,7 +18,7 @@ In this practice lab, you will be creating business rules to show and hide the l 1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` -1. Make sure you are in your **Dev One** environment. +1. Make sure you are in the **Dev One** environment. 1. Select **Solutions**. @@ -44,7 +44,7 @@ In this practice lab, you will be creating business rules to show and hide the l 1. In the **Scope** drop-down in the top-right of the Business rules designer, select **All Forms**. -1. Select the **Condition** tile in the canvas and in the **Properties** pane enter `Check Resource Type` for **Display Name**. +1. Select the **Condition** tile in the canvas and in the **Properties** pane enter `Check Resource Type` for **Display Name**. 1. In the **Rules** section, select **Resource Type** for **Field**, select **Equals** for **Operator**, select **Value** for **Type**, and select **Internal** for **Value**. @@ -98,7 +98,7 @@ In this practice lab, you will be creating business rules to show and hide the l 1. Select **Save As**. -1. Next to **New business rule** name at the top of the screen, select the drop-down caret. +1. Next to **Copy of Resource Type Internal** name at the top of the screen, select the drop-down caret. 1. Enter `Resource Type External` for **Business rule name**. Collapse the top section. @@ -146,7 +146,6 @@ In this practice lab, you will be creating business rules to show and hide the l 1. Select **Done**. - ### Task 1.2 – Create Milestone business rules 1. In the **Objects** pane on the left, select the **Milestone** table. @@ -167,7 +166,7 @@ In this practice lab, you will be creating business rules to show and hide the l 1. At the top of the **Rules** section, select **+ New** to add **Rule 2**. -1. In the **Rule 2** section, select **Milestone status** for **Field**, select **Does not equal** for **Operator**, select **Value** for **Type**, and check **Completed** and **Cancelled** for **Value**. +1. In the **Rule 2** section, select **Milestone Status** for **Field**, select **Does not equal** for **Operator**, select **Value** for **Type**, and check **Completed** and **Cancelled** for **Value**. 1. Select **AND** for **Rule Logic**. @@ -176,12 +175,12 @@ In this practice lab, you will be creating business rules to show and hide the l 1. The **Condition Expression (Text View)** should read as follows: ``` - (Milestone Percentage Complete Equals [100]) AND (Milestone status Does not equal [Completed,Cancelled]) + Milestone Percentage Complete equals 100 AND Milestone Status does not equal "Completed,Cancelled" ``` 1. Select **+ Add** and select **Add Set Field Value** and then select the plus icon to the right of the **Condition** tile. -1. Enter `Mark Complete` for **Display Name**. In the **Field Value** section, select **Milestone status** for **Field**, select **Value** for **Type**, and select **Completed** for **Value**. +1. Enter `Mark Complete` for **Display Name**. In the **Field Value** section, select **Milestone Status** for **Field**, select **Value** for **Type**, and select **Completed** for **Value**. 1. Select **Apply**. @@ -189,9 +188,9 @@ In this practice lab, you will be creating business rules to show and hide the l ``` IF - Milestone Percentage Complete equals 100 AND Milestone status does not equal "Completed,Cancelled" + Milestone Percentage Complete equals 100 AND Milestone Status does not equal "Completed,Cancelled" THEN - Set Milestone status to "Completed" + Set Milestone Status to "Completed" ``` 1. Select **Save**. You should see the message that Validation was successful. @@ -204,6 +203,46 @@ In this practice lab, you will be creating business rules to show and hide the l 1. Select **Done**. +## Exercise 2 – Low code plug-in + +### Task 2.1 – Create a low-code plug-in + +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` + +1. Make sure you are in the **Dev One** environment. + +1. Select **Apps**. + +1. Select **All** + +1. Select the **Dataverse Accelerator App** and select **Play**. + +1. Select **+ New plug-in** and select **Automated plug-in**. + +1. Enter `Project date validation` for *Display name*. + +1. Select **contoso_project** for *Table*. + +1. Uncheck **Created** for *Run this plug-in when the row is*. + +1. Check **Updated** for *Run this plug-in when the row is*. + +1. Expand **Advanced options**. + +1. Select **Pre-operation** for *When should this run*. + +1. Select **Fabrikam Environmental** for *Solution*. + +1. Enter the following **Expression**. + + ``` + If(ThisRecord.'Scheduled Start' > ThisRecord.ScheduledEnd, + Error({Kind: ErrorKind.Validation, Message: "The start date cannot be after the end date" }) + ); + ``` + ![Low-code plug-in.](../media/lowcode-plugin.png) + +1. Select **Save**. ## Challenge (Optional) diff --git a/Instructions/Labs/LAB[PL-200]_M07L01_PVA.md b/Instructions/Labs/LAB[PL-200]_M07L01_PVA.md deleted file mode 100644 index 0b300604..00000000 --- a/Instructions/Labs/LAB[PL-200]_M07L01_PVA.md +++ /dev/null @@ -1,337 +0,0 @@ ---- -lab: - title: 'Lab 7.1: Power Virtual Agents' - module: 'Module 7: Build chatbots with Power Virtual Agents' ---- - -# Practice Lab 7.1 – Power Virtual Agents - -## Scenario - -You are a Power Platform functional consultant and have been assigned to the Fabrikam project for the next stage of the project. - -In this practice lab, you will review the existing chatbot. You will explore and enhance the bot. - -## Exercise 1 – Getting started - -In this exercise, you will acquire a PVA trial and examine the components in the chatbot. - -### Task 1.1 – Sign up for a PVA trial - -1. Navigate to the Power Apps Maker portal . - -1. Make sure you are in the **Dev One** environment. - -1. Select **Solutions**. - -1. Click to open the **Fabrikam Chatbot** solution. - -1. In the **Objects** pane on the left, select **Chatbots**. - -1. Click on the **Environmental Support Bot** chatbot. - -1. If you are prompted to start a trial, sign in with your Microsoft 365 credentials and click **Continue**. - -1. Click **Get Started**. - -1. Click **Get Started** again. - -1. Select **United States** click **Get Started**. - -### Task 1.2 – Test the bot - -1. In Power Virtual Agents, select **Topics**. You should see three user topics for Air, Soil, and Water along with the system topics. - -1. If the Test bot pane is not showing, click **Test your bot** to show the bot. - -1. Type **Hi** and click **Send**. - -1. The bot should show the greeting message. - -1. Type **How can I be a sustainable farmer?** and click **Send**. - -1. Select **Soil**. - -1. Select **Soil management practices**. - -1. Select **Yes**. - -1. Click on a rating. - -1. Select **Yes**. - -In the list of topics, click on the **Water** topic to open the authoring canvas. - -1. In the Text bot pane, type **What are ways of conserving water?** and click **Send**. You should see the authoring canvas show the question node. - -1. Type **At home** and click **Send**. You should see the authoring canvas show the message node. - -1. Click on a rating. - -1. Select **Yes**. - -1. Select **Topics** and then click on the **Air** topic to open the authoring canvas. - -1. In the Text bot pane, type **How can I reduce air pollution?** and click **Send**. - -1. You should see a list of projects in the Test bot pane and in the authoring canvas you should see the Action node that calls a Power Automate flow that retrieves the list of projects from Dataverse. - -1. Select **No**. - -1. Select **Reprhase**. - -1. **Click on Hide bot**. - -### Task 1.3 – Review topics - -1. Select **Topics** and then click on the **Greeting** topic to open the authoring canvas. - -1. You should see 50+ trigger phrases and three message nodes. - -1. Review the trigger phrases for this topic. - -1. Select **Topics** and then click on the **Soil** topic to open the authoring canvas. - -1. Review the trigger phrases for this topic. - -1. You should see four message nodes followed by a question node that uses multiple choice options. - -1. Select **Topics** and then click on the **Water** topic to open the authoring canvas. - -1. Review the trigger phrases for this topic. - -1. You should see a message node followed by a question node that uses a custom entity called WaterHelp for choices. Note that the response is saved in a variable. - -1. Select **Topics** and then click on the **Air** topic to open the authoring canvas. - -1. Review the trigger phrases for this topic. - -1. You should see a message node followed by an action node that calls a Power Automate cloud flow. - -1. The list of project returned by the flow is stored in a variable that is shown in another message node. - -1. Click on **View flow details**. - -1. Click **Edit** at the top of the flow and review the actions in the flow. - -1. Close the flow editor. - -### Task 1.4 – Review entities - -1. Select **Entities** - -1. Select **WaterHelp**. You should see three items with synonyms. - -1. Click on **X** to close the entities pane. - -## Exercise 2 – Enhance the chatbot - -In this exercise, you make changes to topics and entities. - -### Task 2.1 - Change greeting - -1. Navigate to the Power Apps Maker portal . - -1. Make sure you are in the **Dev One** environment. - -1. Select **Solutions**. - -1. Click to open the **Fabrikam Chatbot** solution. - -1. In the **Objects** pane on the left, select **Chatbots**. - -1. Click on the **Environmental Support Bot** chatbot to edit the chatbot. - -1. In Power Virtual Agents, select **Topics**. - -1. Click on the **Greeting** topic to open the authoring canvas. - -1. Select the first **Message** and replace the message with the text below. - - ```Hi! I'm a virtual agent. I can help you with environmental sustainability options.``` - -1. Select the second **Message** and replace the message with the text below. - - ```If you would like to speak to a human at any time, just let me know.``` - -1. Click on the ellipses (...) on the the last message and select **Delete**. - -1. Click **Add node**. - -1. Select **Ask a question**. - -1. Enter **What can I help you with?** for question. - -1. Select the **Environment Categories** entity for **Identify** - -1. Click on **Select options for user**. - -1. Check all three boxes for **Soil**, **Water**, and **Air**. - -1. Under **Save response as**, click on **Var**. - -1. In the Variable properties pane, enter **varCategory** for **Name**. - -1. Click on **X** to to close the variable pane. - -1. Under the question, click **Add node**. - -1. Select **Add a condition**. - -1. In the condition, select **varCategory** for **Select a variable** and select **Air** for the value. - -1. Above the condition, click **Add node** and select **Add a condition**. - -1. In the condition, select **varCategory** for **Select a variable** and select **Soil** for the value. - -1. Above the condition, click **Add node** and select **Add a condition**. - -1. In the condition, select **varCategory** for **Select a variable** and select **Water** for the value. - -1. You should have four condition branches. - - ![Condition and branches.](../media/bot-condition.png) - -1. Under the **Air** condition, click **Add node** and select **Redirect to another topic**. - -1. Select **Air**. - -1. Under the **Soil** condition, click **Add node** and select **Redirect to another topic**. - -1. Select **Soil**. - -1. Under the **Water** condition, click **Add node** and select **Redirect to another topic**. - -1. Select **Water**. - -1. Under the **All other conditions** condition, click **Add node** and select **Redirect to another topic**. - -1. Select **Confirmed Failure**. - -1. Click **Save**. - -1. If the Test bot pane is not showing, click **Test your bot** to show the bot. - -1. Type **Hey** and click **Send**. - -1. The bot should now use your updated greeting message and a prompt to select the category. - -### Task 2.2 - Trigger phrases - -1. Select **Topics** and then click on the **Soil** topic to open the authoring canvas. - -1. In the action bar, click **Trigger phrases**. - -1. Type **How can I farm sustainably?** and click on the **+** icon. - -1. Click on **X** to to close the Trigger phrases pane. - -1. Click **Save**. - -### Task 2.3 - Entity - -1. Select **Entities** - -1. Select **Environment Categories**. - -1. Click **+ Synonyms** for **Soil**. - -1. Type **Land** and click **Add**. - -1. Click **Done**. - -1. Click **+ Synonyms** for **Water**. - -1. Type **Aquatic** and click **Add**. - -1. Type **Marine** and click **Add**. - -1. Type **River** and click **Add**. - -1. Type **Lake** and click **Add**. - -1. Click **Done**. - - ![Custom entity and synonyms.](../media/bot-entities.png) - -1. Click **Save**. - -1. Click on **X** to to close the Environment categories phrases pane. - -### Task 2.4 - Fallback - -1. Click **Settings** in the top-right of Power Virtual Agents. - -1. Click **General Settings**. - -1. Select **System fallback**. - -1. Click **+ Add**. - -1. Click **Go to fallback topic**. The authoring canvas for the Fallback topic will open. - -1. Select the first **Message** node and replace the message with the text below. - - ```I'm sorry I didn't understand``` - -1. Click on caret in the message, select variables **{x}** and select **UnrecognizedTriggerPhrase**. - -1. Click on the ellipses (...) on the the Redirect node and select **Delete**. - -1. Click on **+ Add** node and select **Redirect to another topic**. - -1. Select **Confirmed Failure**. - - ![Fallback topic.](../media/bot-fallback.png) - -1. Click **Save**. - -## Exercise 3 – Publish the bot - -In this exercise you will publish the chatbot. - -### Task 3.1: Publish - -1. Navigate to the Power Apps Maker portal . - -1. Make sure you are in the **Dev One** environment. - -1. Select **Solutions**. - -1. Click to open the **Fabrikam Chatbot** solution. - -1. In the **Objects** pane on the left, select **Chatbots**. - -1. Click on the **Environmental Support Bot** chatbot to edit the chatbot. - -1. In Power Virtual Agents, select **Publish**. - -1. Click **Publish** and then click **Publish** again wait for publishing to complete. - -### Task 3.2: Demo website - -1. Click on the **demo website** link under **Share your bot**. - -1. Interact with chatbot on the demo website and see how it performs. - -### Task 3.3: Channels - -1. In Power Virtual Agents, on the left-hand pane navigation click and expand **Settings**. - -1. Click **Channels**. - -1. Select **Custom website** and view the embed code. - -1. Click on **X** to to close the Custom website pane. - -1. Select **Slack** and view Bot ID and Tenant ID. - -1. Click on **X** to to close the Slack pane. - -### Task 3.4: Artificial Intelligence - -1. Click **AI capabilities**. - -1. Check the box for **Topic overlap detection**. - -1. Click **Save**. diff --git a/Instructions/Labs/LAB[PL-200]_M02L08_Audit.md b/Instructions/Labs/LAB[PL-200]_M99OPT_Audit.md similarity index 84% rename from Instructions/Labs/LAB[PL-200]_M02L08_Audit.md rename to Instructions/Labs/LAB[PL-200]_M99OPT_Audit.md index 3bc47914..5a990e5d 100644 --- a/Instructions/Labs/LAB[PL-200]_M02L08_Audit.md +++ b/Instructions/Labs/LAB[PL-200]_M99OPT_Audit.md @@ -1,10 +1,10 @@ --- lab: - title: 'Lab 2.8: Audit' - module: 'Module 2: Manage Microsoft Dataverse' + title: 'Audit (Optional)' + module: 'Optional: Manage Microsoft Dataverse' --- -# Practice Lab 2.8 - Audit +# Practice Lab - Audit ## Scenario @@ -32,8 +32,6 @@ In this exercise, you will enable auditing for your environment. In earlier labs 1. Check the **Start Auditing** box. -1. Select **90 days** in the **Retain these logs for** drop-down. - 1. Select **Save**. 1. Select **Settings** in the breadcrumb at the top of the screen. @@ -41,5 +39,3 @@ In this exercise, you will enable auditing for your environment. In earlier labs 1. Expand **Audit and logs**. 1. Select **Audit summary view** to view the audited operations so far. - - diff --git a/Instructions/Labs/LAB[PL-200]_M02L06_Bulk_Delete.md b/Instructions/Labs/LAB[PL-200]_M99OPT_Bulk_Delete.md similarity index 89% rename from Instructions/Labs/LAB[PL-200]_M02L06_Bulk_Delete.md rename to Instructions/Labs/LAB[PL-200]_M99OPT_Bulk_Delete.md index 71cda887..ec20ef47 100644 --- a/Instructions/Labs/LAB[PL-200]_M02L06_Bulk_Delete.md +++ b/Instructions/Labs/LAB[PL-200]_M99OPT_Bulk_Delete.md @@ -1,10 +1,10 @@ --- lab: - title: 'Lab 2.6: Bulk delete data' - module: 'Module 2: Manage Microsoft Dataverse' + title: 'Bulk delete data (Optional)' + module: 'Optional: Manage Microsoft Dataverse' --- -# Practice Lab 2.6 - Bulk delete data +# Practice Lab - Bulk delete data ## Scenario @@ -42,7 +42,7 @@ In this exercise, you will create a bulk deletion operation that will delete all 1. Enter **12**. -1. Click **Select** and choose the **Milestone status** column. +1. Click **Select** and choose the **Milestone Status** column. 1. Select **Equals**. @@ -67,4 +67,3 @@ In this exercise, you will create a bulk deletion operation that will delete all 1. Change the view to **Recurring Bulk Deletion System Jobs**. 1. Wait for the job to be created. This can take few minutes. **Refresh** the view as needed. - diff --git a/Instructions/Labs/LAB[PL-200]_M03L03_Dashboards.md b/Instructions/Labs/LAB[PL-200]_M99OPT_Dashboards.md similarity index 66% rename from Instructions/Labs/LAB[PL-200]_M03L03_Dashboards.md rename to Instructions/Labs/LAB[PL-200]_M99OPT_Dashboards.md index e93c08e0..e274fdc3 100644 --- a/Instructions/Labs/LAB[PL-200]_M03L03_Dashboards.md +++ b/Instructions/Labs/LAB[PL-200]_M99OPT_Dashboards.md @@ -1,7 +1,7 @@ --- lab: - title: 'Lab 3.3: Dashboards' - module: 'Module 3: Create model-driven apps in Power Apps' + title: 'Dashboards (Optional)' + module: 'Optional: Create model-driven apps' --- # Practice Lab 3.3 – Dashboards @@ -50,7 +50,6 @@ In this exercise, you will assign security roles to the existing dashboard. 1. Select **Publish**. - ## Exercise 2 – Create an interactive dashboard In this exercise, you will create an interactive dashboard for Projects. @@ -105,7 +104,6 @@ In this exercise, you will create an interactive dashboard for Projects. 1. Select **Publish all customizations**. - ## Exercise 3 – Enable Power BI quick reports In this exercise, you will be enabling the feature that uses Power BI to create a report from a model-driven app view. @@ -120,7 +118,7 @@ In this exercise, you will be enabling the feature that uses Power BI to create 1. Open the **Fabrikam Environmental** solution. -1. In the **Objects** pane on the left, expand **Apps**. +1. In the **Objects** pane on the left, select **Apps**. 1. Select the **Environmental Project Delivery** app, click on the ellipses (...), and select **Edit** > **Edit in new tab**. @@ -134,70 +132,8 @@ In this exercise, you will be enabling the feature that uses Power BI to create 1. Select **Publish**. -1. Select **Play**. Explore the Environmental Project Delivery app. +1. Select **Play**. Explore the Environmental Project Delivery app. 1. **Close** the app and the app designer tabs. 1. Select **Done**. - - -## Exercise 4 – Solutions - -In this exercise, you will export the solution from the Dev One environment and import it into the Live environment. - -### Task 4.1 – Export managed solution - -1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` - -1. Make sure you are in the **Dev One** environment. - -1. Select **Solutions**. - -1. Select the **Fabrikam Environmental** solution row but do not open it. - -1. Select **Export solution**. - -1. Select **Next**. - -1. The version number should have been incremented to **1.1.11.8**. - -1. Select **Managed** for **Export As**. - -1. Select **Export**. - -1. The export will be prepared in the background. When the solution is ready, select the **Download** button. - - -### Task 4.2 – Export unmanaged solution - -1. Select the **Fabrikam Environmental** solution. - -1. Select **Export solution**. - -1. Select **Next**. - -1. The version number should have been incremented to **1.1.11.9**. - -1. Select **Unmanaged** for **Export As**. - -1. Select **Export**. - -1. The export will be prepared in the background. When the solution is ready, select the **Download** button. - - -### Task 4.3 – Import managed solution - -1. Switch environments by using the **Environment Selector** in the upper right corner of the Maker portal. - -1. Select the **Live** environment from the list. - -1. Select **Solutions**. - -1. Select **Import solution**. - -1. Select **Browse**, change to the **Downloads** folder and select **FabrikamEnvironmental_1_1_11_8_managed.zip** and select **Open**. - -1. Select **Next**. - -1. Select **Import**. The solution will import in the background. - diff --git a/Instructions/Labs/LAB[PL-200]_M02L07_Duplicate.md b/Instructions/Labs/LAB[PL-200]_M99OPT_Duplicate.md similarity index 85% rename from Instructions/Labs/LAB[PL-200]_M02L07_Duplicate.md rename to Instructions/Labs/LAB[PL-200]_M99OPT_Duplicate.md index 6e8560b3..9590a18c 100644 --- a/Instructions/Labs/LAB[PL-200]_M02L07_Duplicate.md +++ b/Instructions/Labs/LAB[PL-200]_M99OPT_Duplicate.md @@ -1,10 +1,10 @@ --- lab: - title: 'Lab 2.7: Duplicate detection' - module: 'Module 2: Manage Microsoft Dataverse' + title: 'Duplicate detection (Optional)' + module: 'Optional: Manage Microsoft Dataverse' --- -# Practice Lab 2.7 - Duplicate detection +# Practice Lab - Duplicate detection ## Scenario @@ -18,7 +18,7 @@ In this exercise, you will create a new duplicate detection rule that will mark ### Task 1.1 – Create duplicate detection rule -1. Navigate to the Power Platform admin center . +1. 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Content](../../releases/latest)** - **Are you a MCT?** - Have a look at our [GitHub User Guide for MCTs](https://microsoftlearning.github.io/MCT-User-Guide/) -- **Need to manually build the lab instructions?** - Instructions are available in the [MicrosoftLearning/Docker-Build](https://github.com/MicrosoftLearning/Docker-Build) repository ## What are we doing? -- To support this course, we will need to make frequent updates to the course content to keep it current with the Azure services used in the course. We are publishing the lab instructions and lab files on GitHub to allow for open contributions between the course authors and MCTs to keep the content current with changes in the Power Platform. +- To support this course, we will need to make frequent updates to the course content to keep it current with the Power Platform services used in the course. We are publishing the lab instructions and lab files on GitHub to allow for open contributions between the course authors and MCTs to keep the content current with changes in the Power Platform. - We hope that this brings a sense of collaboration to the labs like we've never had before - when Power Platform changes and you find it first during a live delivery, go ahead and make an enhancement right in the lab source. Help your fellow MCTs. -## How should I use these files relative to the released MOC files? +## How should I use these files relative to the released Microsoft Learn Instructor Led Training files? -- The instructor handbook and PowerPoints are still going to be your primary source for teaching the course content. +- The Trainer prep guide and PowerPoint slide decks are still going to be your primary source for teaching the course content. -- These files on GitHub are designed to be used in conjunction with the student handbook, but are in GitHub as a central repository so MCTs and course authors can have a shared source for the latest lab files. +- These files on GitHub are designed to be used in conjunction with the course and Learn modules, but are in GitHub as a central repository so MCTs and course authors can have a shared source for the latest lab, demo, and exercise files. -- It will be recommended that for every delivery, trainers check GitHub for any changes that may have been made to support the latest Azure services, and get the latest files for their delivery. +- It will be recommended that for every delivery, trainers check GitHub for any changes that may have been made to support the latest Power Platform services, and get the latest files for their delivery. -## What about changes to the student handbook? +## What about changes to the course contents? -- We will review the student handbook on a quarterly basis and update through the normal MOC release channels as needed. +- Course content is on Microsoft Learn and may be updated outside of the course release schedule. ## How do I contribute? - Any MCT can submit a pull request to the code or content in the GitHub repro, Microsoft and the course author will triage and include content and lab code changes as needed. -- You can submit bugs, changes, improvement and ideas. Find a new Azure feature before we have? Submit a new demo! +- You can submit bugs, changes, improvement and ideas. Find a new feature before we have? Submit a new demo! ## Notes ### Classroom Materials -It is strongly recommended that MCTs and Partners access these materials and in turn, provide them separately to students. Pointing students directly to GitHub to access Lab steps as part of an ongoing class will require them to access yet another UI as part of the course, contributing to a confusing experience for the student. An explanation to the student regarding why they are receiving separate Lab instructions can highlight the nature of an always-changing cloud-based interface and platform. Microsoft Learning support for accessing files on GitHub and support for navigation of the GitHub site is limited to MCTs teaching this course only. +It is strongly recommended that MCTs and Partners access these materials and in turn, provide them separately to students. Pointing students directly to GitHub to access Lab steps as part of an ongoing class will require them to access yet another UI as part of the course, contributing to a confusing experience for the student. An explanation to the student regarding why they are receiving separate Lab instructions can highlight the nature of an always-changing cloud-based interface and platform. Microsoft Learning support for accessing files on GitHub and support for navigation of the GitHub site is limited to MCTs teaching this course only.