Course Code: 26386

55304 Microsoft Dataverse for Teams Super User

Class Dates:
7/15/2024
9/16/2024
Length:
2 Days
Cost:
$1295.00
Class Time:
Technology:
Office
Delivery:
Instructor-Led Training, Virtual Instructor-Led Training

Overview

  • Course Overview
  • This 2-day course will guide students through designing low-code applications, automated processes and chatbots directly in Microsoft Teams by leveraging Microsoft Dataverse for Teams and how to use further tools to design reports. This course is focused on end users, rather than administrations, who are looking to create new ways of working that are consumed within Microsoft Teams which is included in the cost of existing Teams user licenses and additional licensed services.

  • Audience
  • This course is intended for information workers who wish to create new chatbots, apps, reports and flows to benefit their audiences experience in Microsoft Teams by leveraging Microsoft Dataverse for Teams and its low-code environment to serve a range of business scenarios.

Prerequisites

  • Experience managing a team, with in Microsoft Teams is preferred but not essential.

Course Details

  • Benefits
  • Understand the tools that are available within Microsoft Dataverse for Teams and their limitations.
  • Configure Microsoft Dataverse for Teams tables to formalise your data
  • Design and publish apps that integrate with Microsoft Dataverse for Teams
  • Create, check and release chatbots that can leverage data from Microsoft Dataverse for Teams to create automated chat experiences
  • Design, test and deploy business processes that integrate with Microsoft Dataverse for Teams to query and update records
  • Leverage data to create informative and engaging reports
  • Module 1: Introducing Microsoft Dataverse for Teams
  • Microsoft Dataverse, What is the Power Platform?
  • Licensing for Microsoft Dataverse, Licensing for the Power Platform
  • What is Microsoft Dataverse for Teams?
  • Database terminology, Chatbots, apps and flows
  • Usage scenarios and limitations
  • Power BI in Microsoft Teams
  • An overview of Microsoft Teams
  • Where can you use Microsoft Teams?
  • The desktop app interface, Pining apps in Microsoft Teams
  • Lab 1: Getting Ready
  • Download required materials for the labs, Login to Microsoft 365
  • Create a Team, Pin apps
  • Module 2: Setting up tables
  • Getting started with tables, Creating an environment for a Team
  • Creating a new table, Table settings
  • Adding columns, Choice columns
  • Adding rows of data, Creating table relationships
  • Designing new views, Table security
  • Deleting tables
  • Lab 1: Create tables and relationships
  • Create multiple tables,
  • Add columns
  • Create relationships between tables
  • Set table security
  • Module 3: Creating new apps
  • An introduction to Power Apps
  • Power Apps services, The Power Apps interface
  • Creating a new app from a sample, Create a blank app
  • Working with screens, Connecting to data sources
  • Adding and editing controls, Introducing formulas
  • Using variables, Media, Testing an app
  • App settings, Publish to Teams
  • Broad distribution apps
  • Lab 1: Create a new app
  • Create a new app, Adding screens
  • Add controls and media, Implement formulas and variables
  • Test and publish the app
  • Module 4: Designing chatbots
  • An introduction to Power Virtual Agents
  • Chatbot topics, How do chatbots work in Teams?
  • The Power Virtual Agents interface, v
  • Entities, Creating a new chatbot, Working with topics
  • Setting up triggers, Adding nodes, Call a flow
  • Testing your chatbot, Publish a chatbot
  • Using a chatbot in Microsoft Teams, Maintaining a chatbot
  • Lab 1: Create a chatbot
  • Create a new chatbot, Design a topic
  • Add an entity, Working with nodes
  • Test your chatbot, Publish your chatbot
  • Module 5: Adding automated processes
  • An introduction to Power Automate
  • How does Power Automate help Microsoft Team users?
  • Configuring Microsoft Teams flows, Testing a flow
  • Designing new flows or customising flows
  • The Power Automate interface, Working with actions
  • Branching logic, Connect a flow to Dataverse for Teams
  • Expressions and variables, Publish a flow,
  • Flow history and error resolution
  • Lab 1: Create a new flow
  • Create a new Microsoft Team flow, Test the flow
  • Modify the flow in Power Automate
  • Publish and test your changes
  • Module 6: Designing reports
  • An introduction to Power BI, The Power BI suite
  • User based licensing, Premium capacity workspaces
  • Connecting to tables, Queries and data modelling
  • Designing reports, Hide and rename columns,
  • Adding basic content, Visualisations
  • Publishing reports, Scheduling a data refresh
  • Share in Teams
  • Lab 1: Connect a chatbot to a table using flow
  • Design a new flow to access a table,
  • Update a topic and add your flow, Complete the remaining topic notes
  • Test your enhanced bot and publish
  • Exploring Power BI Desktop