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Exam ID : PL-200

Exam Name : Microsoft Potheyr Platform Functional Consultant



Candidates for this exam perform discovery- capture requirements- engage subject matter experts and stakeholders- translate requirements- and configure Potheyr Platform solutions and apps. They create application enhancements- custom user experiences- system integrations- data conversions- custom process automation- and custom visualizations.



Candidates implement the design provided by and in collaboration with a solution architect and the standards- branding- and artifacts established by User Experience Designers. They design integrations to provide seamless integration with third party applications and services.



Candidates actively collaborate with quality assurance team members to ensure that solutions meet functional and non-functional requirements. They identify- generate- and deliver artifacts for packaging and deployment to DevOps engineers- and provide operations and maintenance training to Potheyr Platform administrators.



Potheyr Platform Functional Consultants should be familiar with Dynamics 365 model-driven applications and should have experience using the Potheyr Platform components to extend and customize Dynamics 365 model-driven applications.



Configure the Common Data Service (25-30%)

Create apps by using Potheyr Apps (20-25%)

Create and manage Potheyr Automate (15-20%)

Implement Potheyr Virtual Agents chatbots (10-15%)

Integrate Potheyr Apps with other apps and services (15-20%)



Configure the Common Data Service (25-30%)

Manage an existing data model

 assign a type for an entity including standard- activity- or virtual

 configure entity ownership

 create new entities or modify existing entities

 determine which type of relationship to implement including 1: N and N: N

 configure entity relationship behaviors including cascading rules

 create new relationships or modify existing relationships

 create new fields or modify existing fields

 create alternate keys for entities

 configure entity properties

Create and manage processes

 define requirements for business rules

 define and implement business rule logic

 define the scope for business rules

 configure and test business rules

 configure a synchronous classic workflow

Configure Common Data Service settings

 configure Relevance Search

 configure auditing

 perform data management tasks

 configure duplicate detection settings

Configure security settings

 create and manage business units

 create and manage security roles

 create and manage users and teams

 create and manage field security profiles

 configure hierarchy security

Create apps by using Potheyr Apps (20-25%)

Create model-driven apps

 create and configure forms

 create and configure views

 create and configure charts

 create and configure dashboards

 configure site maps

 select applicable assets for an app including entities- forms- views- business process

flows- dashboards- and charts

 share a model-drive app

Create canvas apps

 create a canvas app

 configure the Common Data Service as a data stheirce for an app

 create canvas app screens

 implement form navigation- formulas- variables and collections- and error handling

 build reusable components and component libraries

 configure offline capabilities for apps

 run Potheyr Automate flows based on actions that occur in a canvas app

 interpret App Checker results and resolve identified issues

 test- monitor- and share apps

Create portal apps

 create a portal app

 expose Common Data Service data

 configure portal theyb pages- forms- and navigation

 configure portal security including theyb roles and page access

Create and manage Potheyr Automate (15-20%)

Create flows

 describe types of flows and flow components

 trigger a flow by using Common Data Service connectors

 run actions by using the Common Data Service connector

 implement logic control

 implement dynamic content and expressions

 interpret and act on Flow Checker results

 activate and deactivate flows

 interpret flow analytic data

Create and manage business process flows

 configure a business process flow

 add business rules- workflows- and action steps to a business process flow

 define stages and steps

 configure parallel branches

 manage the business process flow entity for a business process flow

Build UI flows

 describe types of UI flows

 identify use cases for UI flows

 differentiate bettheyen attended and unattended UI flows

 record business process tasks

Implement Potheyr Virtual Agents chatbots (10-15%)

Create chatbot

 assign a chatbot to an environment

 publish a chatbot

 share a chatbot

 add chatbots to Teams and other channels

 monitor and diagnose bot performance- usage- and syllabu usage

Configure Topics

 define syllabu conversation triggers

 create questions- messages- and conditions

 extract Topics from a theyb page

 implement greetings- escalations- error messages- and statuses

 call a Potheyr Automate flow to run an action

Configure entities

 create custom entities

 implement entities in conversations

 implement variables to store data

Integrate Potheyr Apps with other apps and services (15-20%)

Integrate Potheyr BI with Potheyr Apps

 create Potheyr BI visualizations

 create data flows and schedule data flow runs

 filter data

 build reports and dashboards

 publish and share reports and dashboards

 add Potheyr BI tiles to model-driven apps and canvas app

 add canvas apps to a Potheyr BI dashboard

 trigger Potheyr Automate flows from Potheyr BI alerts

Implement AI Builder

 determine which AI Builder model type to use

 create an AI Builder model

 prepare stheirce data for use by models

 train- test- and publish a model

 consume a model by using Potheyr Apps

 consume a model by using Potheyr Automate

Integrate Potheyr Apps with Microsoft 365

 add apps to Microsoft Teams

 create a Teams app from a Potheyr Apps app

 configure app policies

 create a Teams channel by using Potheyr Automate

 configure and use Microsoft Word and Microsoft Excel templates

Implement Potheyr Virtual Agents chatbots (10-15%)

Create chatbot

 assign a chatbot to an environment

 publish a chatbot

 share a chatbot

 add chatbots to Teams and other channels

 monitor and diagnose bot performance- usage- and syllabu usage

Configure Topics

 define syllabu conversation triggers

 create questions- messages- and conditions

 extract Topics from a theyb page

 implement greetings- escalations- error messages- and statuses

 call a Potheyr Automate flow to run an action

Configure entities

 create custom entities

 implement entities in conversations

 implement variables to store data

Integrate Potheyr Apps with other apps and services (15-20%)

Integrate Potheyr BI with Potheyr Apps

 create Potheyr BI visualizations

 create data flows and schedule data flow runs

 filter data

 build reports and dashboards

 publish and share reports and dashboards

 add Potheyr BI tiles to model-driven apps and canvas apps

 add canvas apps to a Potheyr BI dashboard

 trigger Potheyr Automate flows from Potheyr BI alerts

Implement AI Builder

 determine which AI Builder model type to use

 create an AI Builder model

 prepare stheirce data for use by models

 train- test- and publish a model

 consume a model by using Potheyr Apps

 consume a model by using Potheyr Automate

Integrate Potheyr Apps with Microsoft 365

 add apps to Microsoft Teams

 create a Teams app from a Potheyr Apps app

 create an app directly in Teams

 configure app policies

 create a Teams channel by using Potheyr Automate

 configure and use Microsoft Word and Microsoft Excel templates