Microsoft Power Platform for Digital Transformation Training Course

Course overview

Digital transformation programmes often stall between identifying a process problem and delivering a usable digital solution. Business teams rely on spreadsheets, emailed approvals and disconnected reporting, while IT teams face a growing queue of small automation and application requests. This course equips participants to use Microsoft Power Platform as a governed low-code environment for improving workflows, capturing operational data and giving decision-makers timely insight without treating every requirement as a bespoke software project.

Participants learn how Power Apps, Power Automate, Power BI and Dataverse work together to support an end-to-end transformation use case. They analyse a manual process, define roles and data requirements, design a canvas app, create approval and notification flows, model data in Dataverse, and build a Power BI dashboard with practical performance measures. The course also addresses environments, security roles, connectors, solution management, licensing considerations and the governance controls needed to scale citizen development responsibly.

Delivery combines instructor demonstrations with guided builds, team-based process redesign and scenario-led troubleshooting. Across the week, participants develop a working prototype for a business process such as service requests, asset inspections, employee onboarding or purchase approvals. They leave with a documented Power Platform solution blueprint: a process map, data model, app screen design, automation specification, dashboard design and a rollout plan they can adapt for an identified workplace opportunity.

The course is suited to professionals who bridge business operations, data and technology, as well as IT staff supporting low-code adoption. It gives managers a practical basis for selecting viable Power Platform use cases and establishing a controlled delivery path from pilot to operational service.

Course objectives

By the end of this course, participants will be able to:

• Assess business processes for Power Platform suitability using value, complexity, risk and data-readiness criteria
• Map an end-to-end workflow using swimlanes, decision points, hand-offs and measurable process pain points
• Design a Dataverse data model with tables, columns, relationships, choice fields and role-based access requirements
• Build a Power Apps canvas application with forms, galleries, validation rules, variables and mobile-friendly navigation
• Configure Power Automate cloud flows for approvals, notifications, conditional routing, error handling and audit trails
• Create a Power BI dashboard with data relationships, DAX measures, KPI visuals and drill-through analysis
• Apply Power Platform governance controls through environments, security roles, data loss prevention policies and solution packaging
• Produce a deployable low-code solution blueprint containing a process map, architecture, backlog, controls and adoption plan

Benefits of attending

Target competencies

Who should attend

• Digital Transformation Managers — who need to turn operational improvement priorities into governed low-code delivery initiatives
• Business Analysts — who translate process requirements into data models, user journeys and measurable solution specifications
• Power Platform Makers — who need structured design, automation, reporting and governance practices beyond isolated app builds
• IT Application Managers — who oversee enterprise applications and must support low-code delivery without increasing control risk
• Operations Managers — who own manual workflows and need practical ways to reduce hand-offs, delays and reporting gaps
• Data and BI Analysts — who need to connect operational apps and workflow data to actionable Power BI reporting

Requirements and prerequisites

Participants should be comfortable using Microsoft 365 applications, navigating web-based business systems and working with basic tables or spreadsheets. Familiarity with a business process such as approvals, requests, case management or service delivery is useful because exercises begin with process analysis. No prior Power Apps, Power Automate, Power BI, Dataverse, coding or database administration experience is required. Complete beginners should expect to work step by step in guided tenant exercises and should be prepared to discuss a real process from their organisation that could be improved with a low-code solution.

Training methodology

The instructor uses a single business transformation scenario throughout the week so participants can see how process analysis, data design, app development, automation and reporting connect. Short technical demonstrations are followed by guided builds in Power Platform, with individual configuration tasks and group design reviews. Teams compare solution choices for usability, security and supportability, then troubleshoot realistic flow and data issues. The final session is an application-planning workshop in which each participant develops a scoped proposal for a workplace use case.

Course outline

Day 1: Digital transformation use cases and Power Platform foundations

• Power Platform architecture and the roles of Power Apps, Power Automate, Power BI and Dataverse
• Digital transformation use-case selection using value, feasibility, risk and adoption criteria
• Current-state process mapping with swimlanes, hand-offs, exceptions and bottlenecks
• Future-state workflow design and definition of measurable process outcomes
• Citizen development, fusion teams and accountability across business and IT
• Environments, tenants, connectors and the distinction between standard and premium capabilities
• Requirements capture through user stories, acceptance criteria and minimum viable product scope

Workshop: Participants map a manual business process, prioritise its pain points and produce a one-page Power Platform use-case charter.

Day 2: Data foundations and Power Apps canvas application design

• Dataverse tables, columns, data types, choice fields and required-field rules
• One-to-many and many-to-many relationships for operational data models
• Data quality, ownership, retention and reference-data design decisions
• Canvas app screen planning for list, detail, create and edit user journeys
• Forms, galleries, controls and responsive layout techniques in Power Apps
• Power Fx formulas for filtering, lookups, variables, validation and conditional display
• User experience design for mobile workers, accessibility and error prevention

Workshop: Participants create a Dataverse data model and build the first working screens of a canvas app for their selected process.

Day 3: Workflow automation and operational control

• Power Automate cloud-flow triggers, actions, connections and connection references
• Approval patterns for sequential, parallel, delegated and escalation workflows
• Conditions, switch logic, expressions and dynamic content for process routing
• Notifications and task creation using Microsoft 365 service connectors
• Exception handling with scopes, retry policies, run history and failure notifications
• Audit trails, status updates and service-level timing in automated workflows
• Automation design choices for reliability, maintainability and business ownership

Workshop: Participants configure an approval and escalation flow for their app, then test normal, rejected and exception paths.

Day 4: Power BI insight and governed solution delivery

• Power BI data connections and modelling operational data from Dataverse
• Star schema principles, relationships and date-table design for reporting
• DAX measures for volumes, turnaround time, backlog, compliance and completion rates
• Dashboard layout, KPI cards, drill-through pages, slicers and exception views
• Row-level security concepts and audience-specific reporting requirements
• Power Platform governance using environments, security roles and data loss prevention policies
• Solutions, managed layers, application lifecycle management and deployment pathways

Workshop: Participants build a process-performance dashboard and define governance controls for moving their solution from development to production.

Day 5: Solution validation, adoption and transformation roadmap

• End-to-end testing across app inputs, Dataverse records, flows and dashboard outputs
• User acceptance testing scripts, defect logging and acceptance criteria
• Security, privacy and compliance review for low-code business solutions
• Licensing and capacity considerations for Power Apps, Power Automate, Power BI and Dataverse
• Change impact assessment, user training and support-model design
• Success measures, benefits tracking and post-launch process performance reviews
• Pilot sequencing, backlog prioritisation and roadmap planning for scaled adoption

Workshop: Participants present a complete solution blueprint and produce a 90-day pilot, governance and adoption plan for a workplace use case.

Tools & standards covered

Microsoft Power Apps, Microsoft Power Automate, Microsoft Power BI, Microsoft Dataverse

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions