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Session 1 - No-Code and Generative AI 3770

The document outlines a course on No-Code and Generative AI, focusing on the Microsoft Power Platform, which includes sessions on its business value, legal frameworks, and practical applications. Participants will learn to create Power Apps, automate processes with Power Automate, and utilize Microsoft Dataverse, among other tools. The course also emphasizes the importance of data governance, security, and the integration of AI capabilities within the platform.

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jainlisa1998
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0% found this document useful (0 votes)
11 views48 pages

Session 1 - No-Code and Generative AI 3770

The document outlines a course on No-Code and Generative AI, focusing on the Microsoft Power Platform, which includes sessions on its business value, legal frameworks, and practical applications. Participants will learn to create Power Apps, automate processes with Power Automate, and utilize Microsoft Dataverse, among other tools. The course also emphasizes the importance of data governance, security, and the integration of AI capabilities within the platform.

Uploaded by

jainlisa1998
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 48

No-Code

and Generative AI

Introduction

© Copyright Microsoft Corporation. All rights reserved. Date


Hello!
Thank you for joining me today

Instructor: <Name>
<Title or other credentials, e.g., Microsoft Certified Trainer>

<Affiliation/Company>

<A few words about my technical and professional experience>

twitter.com/[Name]
linkedin.com/[Name]
[first.last]@[email.com]
Blog

© Copyright Microsoft Corporation. All rights reserved.


Three interdisciplinary components

MIS
Session 1

Law MIS Le Wagon


Session 1 Session 2 Module 1

Law MIS Le Wagon


Session 2 Session 3 Module 2

MIS
Session 4

© Copyright Microsoft Corporation. All rights reserved.


About the course

Four MIS Sessions

• This course enables you to gain knowledge of the business value and product capabilities of the Microsoft Power
Platform, the leading enterprise no-code platform. Learn how to create simple Power Apps, connect data with
Microsoft Dataverse, automate a process with Power Automate, and build a custom agent with Copilot Studio.

Two Law Sessions

• These sessions enable you to understand the legal framework governing AI in Europe.

Two Online Modules by Le Wagon


• These modules expose you to some of the leading third-party tools for creating no-code solutions. Work with Make,
Zapier, and Webflow to create automated web solutions.

© Copyright Microsoft Corporation. All rights reserved.


How you will be graded

Assessment Weight
MIS Sessions:
• 4 labs 40%
Law Sessions:
• Group Project 40%
Le Wagon Modules:
• MCQs (both modules) 10%
• Individual Project 10%

© Copyright Microsoft Corporation. All rights reserved.


Let’s Get Started!!

© Copyright Microsoft Corporation. All rights reserved.


Agenda

• Describe the business value of Microsoft


Power Platform
• Microsoft Power Platform overview

• Identify foundational components of


Microsoft Power Platform
• Power Platform administration and security
• Microsoft Dataverse

• Power Platform data connectors

© Copyright Microsoft Corporation. All rights reserved.


Describe the business
value of Microsoft Power
Platform

© Copyright Microsoft Corporation. All rights reserved.


Microsoft Power
Platform overview

© Copyright Microsoft Corporation. All rights reserved.


Introduction
In this module, you will:

1 Learn the components and features of Microsoft Power Platform.

2 Learn the value of using Microsoft Power Platform to create business solutions.

Learn how Microsoft Power Platform can be leveraged with different Microsoft
3 products and services.

3 Learn how AI can be used with Power Platform.

© Copyright Microsoft Corporation. All rights reserved.


Products included in Microsoft Power Platform

© Copyright Microsoft Corporation. All rights reserved.


The business value of Microsoft Power Platform
Easily adapt to changing
workforce expectations by
delivering custom,
collaborative, digital
experiences.

Become more agile by quickly


building solutions based on
your organization’s rapidly-
changing needs.

Reduce extra costs associated


with custom applications by
leveraging low-code/no-code
tools.

© Copyright Microsoft Corporation. All rights reserved.


Use Power Apps to build and consume solutions for web and mobile

• Build highly customized task – • Generate immersive model- • Consume fully accessible apps
and role-based canvas apps driven apps, starting from your across web and mobile,
with data from one or multiple data model and business embedded or standalone, on
sources. processes. any device.

© Copyright Microsoft Corporation. All rights reserved.


Automate and integrate business processes with Power Automate

Automate and model business


processes across your apps
and services.

From simple automations to


advanced scenarios with
branches, loops, and more.

Trigger actions, grant


approvals, and get notifications
right where you work.

Automate legacy, on-premises,


and cloud-based applications
and services.

© Copyright Microsoft Corporation. All rights reserved.


Use Power BI to gain insights from your data regardless of where it lives

Connect to all your data and


get a consolidated view across
your business through a single
pane of glass.

Create ad-hoc analysis, live


dashboards and interactive
reports that are easy to
consume on the web and
across mobile devices.

Build smart apps by infusing


insights from your data, and
drive action with the backing of
Microsoft Power Platform.

© Copyright Microsoft Corporation. All rights reserved.


Use Power Pages to quickly create secure, low-code business websites

Easily build websites with


ready-to-use templates or create
customizable experiences. Design
your pages with text, video,
imagery, and business data
forms and lists.

Give developers the ability to add


deeper functionality and
capabilities to websites with tools
like Visual Studio Code, GitHub,
and Azure DevOps.

Mitigate security concerns around


website content through role-
based access controls and
Microsoft Azure compliance and
governance capabilities.

© Copyright Microsoft Corporation. All rights reserved.


Put all your data to work with Microsoft Dataverse

• Jumpstart apps using a


standardized data model
with built-in business logic,
security and integration.
• Extend to your own needs
and integrate across your
apps and services.
• Seamless Dynamics 365,
Office 365, and Azure
integration, augmented with
data from industry partners.

© Copyright Microsoft Corporation. All rights reserved.


Simplify design with Power Fx

Power Fx is used throughout Microsoft


Power Platform.
• Power Apps: As mentioned above,
Power Fx is the foundational language
used when building canvas apps in
Power Apps.
• Microsoft Dataverse: It can be used to
build calculated columns in Dataverse
tables.
• Microsoft Copilot Studio: Power Fx
formulas can be used when building out
topics in Copilot Studio.

© Copyright Microsoft Corporation. All rights reserved.


Improve productivity with Power Platform and Microsoft 365

1 Automate document approvals in SharePoint.

2 Create smart invoice processing solutions based on incoming emails.

3 Streamline day-to-day activities with connectors for programs like Microsoft Excel and Outlook.

4 Improve daily employee productivity by automating repetitive tasks.

© Copyright Microsoft Corporation. All rights reserved.


Create more collaborative solutions with Microsoft Teams and Power Platform

• Inside Microsoft Teams,


create and share embedded
custom agents that can help
users find answers to
questions.
• View and share Power BI
analytic reports with team
members without leaving
Microsoft Teams.
• Create and edit targeted
applications and workflows
in Microsoft Teams.
Improve customer engagement with Dynamics 365 and Power Platform

• Access the visualization


capabilities of Power BI reports
and analytics directly from
within Dynamics 365 apps.
• Create intelligent custom agents
that can be used to handle
incoming support requests
across multiple channels. Bot
conversations can be easily
escalated to live agents as
needed.
• Use Power Pages to build
customer self-service portals
that connect directly to
knowledge articles in Dynamics
365 as well as other data stored
in Microsoft Dataverse.
Build scalable enterprise solutions with Power Platform and Azure services

• Extend the AI capabilities


provided in AI Builder with
the machine learning options
available in Azure to create
intelligent solutions.
• Build applications that
access data in different
Azure storage solutions.
• Create custom APIs for
interaction with applications
that can be easily consumed
by applications and
automations built using
Microsoft Power Platform.
Streamline productivity with Copilot

• Simplify app creation by


describing the type of app you
want to build.
• Embed Copilot controls in your
applications to provide users with
an AI-powered experience.
• Easily create flows by telling
Copilot what your flow should do.
Pulling it all together

Microsoft Power Platform helps to add value to any business


by analyzing, acting and automating
• Build custom apps in Power Apps.
• Automate processes with Power Automate.
• Analyze data with Power BI.
• Design and build enterprise-grade websites.
• Build powerful custom agents with Microsoft Copilot Studio.

© Copyright Microsoft Corporation. All rights reserved.


Knowledge check
Which of the following Microsoft Power Platform components would you use to create a customer-facing
1 website with self-support options?
⃣ Power Pages
⃣ Power Apps
⃣ Power Automate

Your team has become frustrated with the number of times they have to complete basic data entry on project
2
startup. Many divisions need the information and human error sometimes results in mistakes, meaning it’s more
difficult to make sense of the information. Which program would be most helpful in this situation?
⃣ Power Automate
⃣ Power Apps
⃣ Power BI

3 A client likes the idea of implementing a Microsoft Power Platform solution but is concerned about the ability to
interact with a custom API. How should you respond?
⃣ Microsoft Power Platform offers the ability to create custom connectors which allow you to connect to
Power Apps and Power Automate.
⃣ Microsoft Power Platform has more than 900 connectors to use in these situations.
⃣ Microsoft Power Platform uses connectors that hold a series of functions available for developers.

© Copyright Microsoft Corporation. All rights reserved.


Summary

In this module, we:


• explained what Microsoft Power Platform is.
• described the business value of the Power Platform.
• described the types of connectors available, as well as how they ‘re used in Power
Platform.
• explained the importance of Microsoft Dataverse for business solutions.
• explored the business value of Power Fx
• described how Power Platform works together with Microsoft 365 apps and services.
• described the different options available for leveraging Power Platform and Microsoft
Teams.
• described how Power Platform works with Dynamics 365.
• described how Power Platform solutions can consume Azure Services.
• described how Copilot can be used to increase productivity.
• explained how Power Platform apps can be used together to create solutions.

© Copyright Microsoft Corporation. All rights reserved.


Identify foundational
components of Microsoft
Power Platform

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Introduction
In this module, you will:

1 Describe Power Platform administration.

2 Explore Microsoft Dataverse.

3 Examine how connectors are used in Power Platform.

4 Describe Power Platform security and governance.

© Copyright Microsoft Corporation. All rights reserved.


Power Platform
administration and security

© Copyright Microsoft Corporation. All rights reserved.


Environments in Dataverse
Dev Environment Dev Environment Dev Environment
Test Environment Test Environment Test Environment
Prod Environment Prod Environment Prod Environment

Seahorse International (tenant)


Environments are used to store, manage, and share your organization's business data, apps, and flows in Microsoft Power Platform.
• Each environment allows you to provision one Dataverse database for use within that environment. Dataverse environments allow you to manage user access,
security settings, and the storage associated with that database.
• Each environment is created under a Microsoft Azure Active Directory (Azure AD) tenant―its resources can only be accessed by users within that tenant.

• An environment is also bound to a geographic location, like the United States. When you create a Dataverse database in an environment, it is created within
datacenters in that geographic location.

© Copyright Microsoft Corporation. All rights reserved.


Data loss prevention, compliance, privacy, and accessibility

Data loss prevention policies Compliance and data privacy: Accessibility in Microsoft
(DLP): Power Platform:
Microsoft is committed to the
These can be scoped at the highest levels of trust, transparency, Microsoft Power Platform is
environment level or tenant level, standards conformance, and accessible and inclusive to every
offering flexibility to craft sensible regulatory compliance. kind of user, all over the world.
policies that strike the right balance • Data protection
between protection and An accessible canvas app will allow
• Resources to manage GDPR users with vision, hearing, and
productivity.
compliance other impairments to successfully
use the app.

© Copyright Microsoft Corporation. All rights reserved.


Power Platform admin center

Administration settings are available in the Power Apps admin


center. When you look to manage Dataverse, always check for
administration settings as your first step.
Settings are grouped into the following broad categories:

• Environments – This section lists all instances of Dataverse.


• Analytics – See how resources are being used in your
environment.
• Resources – View and assign capacity to your environment.
• Data integration – This section lets you create or add
predefined connections and monitor them between Dataverse
and other data stores like Salesforce or SQL Server.
• Data policies – This section lets you set up policies to restrict
which data connectors can be used with Dataverse to limit what
data can flow in to or out of Dataverse tables.

© Copyright Microsoft Corporation. All rights reserved.


Managed Environments

Managed Environments is a suite of premium level capabilities administrators can use to manage Power
Platform at scale.
Key features available in a Managed Environment include:
• Limit sharing: Allows administrators to limit how broadly users can share canvas apps.

• Weekly usage insights: Every week analytics are delivered to your mailbox.

• Data policies: Data policies define the consumer connectors that data can be shared with.

• Pipelines in Power Platform: Power Platform administrators can create one or more pipelines, associate any number of
environments, then share access with those that will administer or run pipelines.
• Solution checker: Solution checker in Managed Environments is used to enforce rich static analysis checks on your
solutions against a set of best practice rules and identify problematic patterns.

© Copyright Microsoft Corporation. All rights reserved.


Microsoft Dataverse

© Copyright Microsoft Corporation. All rights reserved.


Microsoft Dataverse – what´s in the box?

API
Overview of Microsoft Dataverse

Dataverse Common Data Model


• Cloud-based data storage and • Set of open-sourced, standardized,
management platform extensible data tables and
relationships
Provides:
• Data storage Provides:
• Security • Standardization
• Integration • Extensibility
• Scalability • Interoperability
• Low-code development

© Copyright Microsoft Corporation. All rights reserved.


Dataverse implements the Common Data Model

App1 App2 AppN

Education
Core SALES SERVICE SOLUTIONS
CRM

Account Account Competitor Case MARKETING

Activity Appointment Discount Discount Account

Contact Campaign Invoice Contact Contact

Currency Contact Event


Opportunity Resource
Email Lead
Order Service Marketing
Goal Marketing list email
Order product Scheduling group
Letter Phone call

Automotive Healthcare
Marketing page
Quote Task

Microsoft Dataverse
Note Social activity …
… …
Owner …
Organization

Position
WEB TALENT TALENT
Task
Link Clicks Department Patient Risk assessment Medication

Financial
Web interactions Job position Practitioner Encounter Procedure

Web page Worker Device Episode of care …


Nonprofit
… … Care plan
Services
ACCOUNT
Description: Business •
ATTRIBUTES
Account number • Created on • Open revenue Data Data Data
source1 source2 sourceM
that represents a • Account rating • Credit limit • Territory id
customer or a potential Code • Open deals • Hotel group
customer
Identify tables and columns in Dataverse

Types of tables Columns


Standard: Base set of tables, created for every instance of a Store discrete pieces of
Dataverse database. information within a record
Custom: Created for a specific business application. in a table.

Activity: Specialized tables for tracking activities such as Every column has a type,
appointments, emails, phone calls, and tasks. which defines the way you
store the data (for example:
Virtual: These tables allow you to integrate data from date columns).
external sources into Dataverse without physically storing the
data in Dataverse
Elastic: These tables are designed to handle very large
datasets, optimized for performance and scalability

© Copyright Microsoft Corporation. All rights reserved.


Understand relationships
1 Relationships represent the way that tables are connected.

One-to-many relationships:
2
Can be parent-child relationships
Example: An invoice (parent table) can have many line items (child rows).

Many-to-many relationships:
3 Example: A contact can attend multiple events; an event might have many contacts who attend.

© Copyright Microsoft Corporation. All rights reserved.


Business rules

Business rules allow for the Usually defined for a table and Examples of business rule uses:
application of business logic at apply to all forms, but can also Set column values
the data layer instead of the app be defined for a specific Clear column values
layer. model-driven form.
Validate data and show error
messages
© Copyright Microsoft Corporation. All rights reserved.
Power Platform data
connectors

© Copyright Microsoft Corporation. All rights reserved.


Data connectors

Connectors are available for use in Custom connectors:


multiple products:
Power Automate An advantage of building custom connectors is
Power Apps that they can be used in different platforms, such
as Power Apps, Power Automate, and Azure Logic
Logic Apps
Apps.
This allows you to extend an app by calling a
publicly available API, or a custom API you're
hosting in a cloud provider, such as Azure.
You create custom connectors using three different
approaches:
• Using a blank custom connector
• From an OpenAPI definition
• From a Postman collection

© Copyright Microsoft Corporation. All rights reserved.


Standard vs Premium

Standard connectors are included in your Premium connectors require a Power Apps
standard Microsoft 365 subscription: or Power Automate premium license:

© Copyright Microsoft Corporation. All rights reserved.


Knowledge check
Someone has added an item in SharePoint which prompts a flow to run in Power Automate. What type of
1 operation have you used to start your flow?
⃣ Trigger
⃣ Action
⃣ Function-based

2 You need to add a new environment with a Dataverse instance. Which portal do you use?
⃣ Power Platform admin center
⃣ Power Apps maker portal
⃣ Power Pagers portal

3 Someone asks you to describe a connector. How would you respond?


⃣ Connectors connect your data source to your app, workflow, or dashboard.
⃣ Connectors hold a series of functions available for developers.
⃣ Connectors offer a cloud-based service that makes it practical and simple for line-of-business users to build
workflows that automate time-consuming business tasks and processes across applications and services.

© Copyright Microsoft Corporation. All rights reserved.


Summary

In this module, we:


• explained the different Power Platform administrative
experiences available.
• described security and governance in Power Platform.
• described Microsoft Dataverse and how it’s used to
create business solutions.
• explained what Power Platform connectors are and why
they matter.

• explained what Power Platform connectors are and why


they matter.

© Copyright Microsoft Corporation. All rights reserved.


BREAK!!
(Be back in 10 minutes…)

© Copyright Microsoft Corporation. All rights reserved.


Lab

Lab 0: Validate lab environment


Lab 1: Data modeling

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