Microsoft Power Apps Portals (55306)

This course is intended for Functional Consultants, Citizen Developers, IT Professionals and Developers. Students should have an existing working knowledge of Microsoft Power Apps and the Power Platform.

After completing this course, students will be able to:

• Understand the features and tools that exist in Microsoft Power Pages
• Create and configure sites from a Template, a Blank site or a starter option
• Customize and configure a site using the Power Pages design studio as a content author
• Administer sites through the Portal Management app and the Power Platform Admin Center
• Manage Power Pages settings through the Power Pages home experience and the Power Platform Admin Center
• Configure Environments for Power Pages using the Power Platform Admin Center
• Configure global and site-level settings for Power Pages
• Create customizations in Dataverse and surface them in a Power Pages site
• Understand and manage Page Templates, Web Templates and Content Snippets
• Secure Web Pages and configure access through Web Roles and Table Permissions
• Configure Users, Authentication Providers and custom Web Roles
• Configure Forms and Views for a site
• Work with the default navigation and create custom navigation with Web Links
• Embed Power BI visualizations and dashboards in a Power Pages site
• Use Liquid in Page Templates and Content Snippets
• Surface Knowledge Articles and other classic Dataverse-driven content in a site
• Use Copilot to generate a site, webpage, form and colour theme from a natural-language description
• Add an AI-powered agent to a site for visitors, and govern AI features using the Copilot Hub
• Use Claude alongside Power Pages to draft and review Liquid code, plan Web Roles and Table Permissions, and connect to Dataverse via the MCP Server for site support
• Understand the options and best practices when customizing, configuring and supporting sites built on Microsoft Power Pages
• Understand the need for Application Lifecycle Management (ALM) practices to manage a Power Pages site within a multi-environment deployment
  

Module 1: Introduction

This module introduces attendees to the concept of creating external-facing sites using Microsoft Power Pages. The Microsoft Power Platform and Power Apps are presented, together with an overview of site creation through the Power Pages home experience and the Power Platform Admin Center, before the module closes with an introduction to Application Lifecycle Management (ALM) and governance for Power Pages.

• An Introduction to Power Pages
• The Power Pages Home Experience
• An Overview of the Power Pages Design Studio
• The Power Platform Admin Center
• Power Platform Environments
• Site Solutions Overview
• An Introduction to Site Solution Updates
• Power Pages Application Lifecycle Management
• The Need for Power Pages ALM and Governance
• Further Reading and Resources
• Lab Overview and Setup

After completing module 1, students will be able to:

• Describe what Power Pages is and where it fits in the Power Platform
• Create a new site from the Power Pages home experience
• Identify the role of the Power Platform Admin Center in managing Power Pages environments and solutions
• Explain, at a high level, why ALM and governance matter for a Power Pages deployment

Hands-On Labs for Module 1:

• Lab 1.1: Setting Up Your Lab Environment — Verify access to the lab tenant, the Power Platform Admin Center and the Power Pages home experience.
• Lab 1.2: Creating a Power Pages Site — Create a new Power Pages site from the Power Pages home experience and open it in the design studio.

Module 2: Power Pages Site Basics

This module presents some of the most common features and areas that require configuration when provisioning and managing a Microsoft Power Pages site — from choosing how to provision the site, through authoring content in the design studio, to sharing, configuring and, if needed, deleting it.

• The Site Provisioning Process: Template, Blank and Starter Options
• Introducing the Pages Workspace in the Design Studio
• Authoring Content and Managing Pages
• Managing Sites from the Power Pages Home Experience
• Editing a Site
• Browse and Preview
• Sharing a Site with Internal and External Users
• Site Settings
• Deleting Sites
• Site Details

After completing module 2, students will be able to:

• Provision a new Power Pages site from a Template, a Blank site or a starter option
• Author and manage page content using the Pages workspace
• Manage, edit, preview and share a site from the Power Pages home experience
• Configure basic Site Settings and understand how to delete a site

Hands-On Labs for Module 2:

• Lab 2.1: Provisioning a Power Pages Site — Provision a new site using each of the available options and compare the results.
• Lab 2.2: Setting Up and Configuring Your Power Pages Site — Edit, preview, share and configure the settings of a provisioned site.

Module 3: Power Pages Security

This module goes in depth through the security options of Microsoft Power Pages sites — from authentication, Contacts and Web Roles, through the different Table Permission and Column Permission scopes that control access to Dataverse data, to the network and browser-level protections (CAPTCHA, Content Security Policy, CORS and the Web Application Firewall) configured through the design studio's Setup and Security workspaces. The module closes with running a Security Scan and applying Microsoft's recommended security best practices.

• An Introduction to Power Pages Security and the Security Workspace
• Authentication Options and Identity Providers
• Anonymous Users and Open Registration
• Inviting and Configuring Contacts
• The Default Web Roles
• Creating Custom Web Roles
• Page Permissions: Securing Web Pages
• Table Permissions and Scope Types: Global, Contact, Account, Self and Custom Access
• Column Permissions and Column Permission Profiles
• Website Access Permissions
• CAPTCHA and Bot Protection for Anonymous Forms
• Content Security Policy, CORS and HTTP Security Headers via Advanced Settings
• Web Application Firewall (WAF) and Cross-Site Request Forgery (CSRF) Protection
• Running a Security Scan and Using the Security Hub
• Applying Power Pages Security Best Practices

After completing module 3, students will be able to:

• Configure authentication options, identity providers and manage anonymous access
• Invite and configure Contacts and assign Web Roles
• Create custom Web Roles and secure Web Pages with Page Permissions
• Configure Table Permissions using the appropriate scope — Global, Contact, Account, Self or Custom Access — for a given scenario
• Configure Column Permissions to restrict access to sensitive columns through the Web API
• Enable CAPTCHA and bot protection on anonymous-facing forms
• Configure Content Security Policy, CORS and HTTP security headers through Advanced Settings
• Enable Web Application Firewall protection and explain how CSRF and request-verification tokens protect a site
• Run a Security Scan and interpret the results in the Security Hub
• Apply Microsoft's recommended security best practices when designing a Power Pages site

Hands-On Labs for Module 3:

• Lab 3.1: Securing Pages with Contacts, Web Roles and Table Permissions — Invite a Contact, assign a custom Web Role, and use Table Permissions to control access to Dataverse data surfaced
  on a page.
• Lab 3.2: Configuring Table Permission Scopes and Column Permissions — Configure Global, Contact and Self-scoped Table Permissions for different tables, then add a Column Permission Profile
  to restrict a sensitive column.
• Lab 3.3: Hardening a Site with CAPTCHA, CSP and WAF — Enable CAPTCHA on an anonymous form, configure a Content Security Policy through Advanced Settings, and enable Web Application
  Firewall protection.
• Lab 3.4: Running a Security Scan and Applying Best Practices — Run a Security Scan against a site in the Security workspace, review the findings in the Security Hub, and remediate at least
  one issue.

Module 4: The Power Pages Design Studio

In this module we present all the options to configure and customize a Power Pages site through the modern design studio, working across its five workspaces — Pages, Styling, Data, Setup and Security — as well as the Source Code Editor for advanced, pro-code customization.

• Design Studio Step-Through: Pages, Styling, Data, Setup and Security Workspaces
• The Pages Workspace: Components and No-Code/Low-Code Widgets
• The Styling Workspace: Themes, Colour Palettes and CSS
• The Data Workspace: Tables, Forms and Views
• The Setup Workspace: Identity Providers, Security and Go-Live Settings
• The Security Workspace: Monitoring and Protecting Your Site
• The Source Code Editor
• Page Templates
• Controls and Embedding
• Creating Forms and Views

After completing module 4, students will be able to:

• Navigate all five workspaces of the Power Pages design studio
• Use the Pages and Styling workspaces to build and brand a site
• Use the Data workspace to model business data with Tables, Forms and Views
• Use the Setup and Security workspaces to configure and protect a site
• Use the Source Code Editor to make advanced customizations

Hands-On Labs for Module 4:

• Lab 4.1: Content Management through the Power Pages Design Studio — Build and brand a page using the Pages and Styling workspaces, then model data using the Data workspace.

Module 5: Site Configuration and Administration

In this module we present the options to configure and administer a Power Pages site through the Power Platform Admin Center and the design studio's Setup workspace — including site ownership and details, Power BI configuration, authentication keys, IP restriction, custom domains and cache management. The module closes by covering the ongoing maintenance tasks — checker runs, updates and environment refreshes — needed to keep a production Power Pages site healthy over time.

• Managing Site Details and Ownership
• Site Actions in the Power Platform Admin Center
• Configuring Power BI in a Power Pages Site
• Using the Power Pages Checker
• Managing Authentication Keys
• Restricting Site Access by IP
• Configuring Custom Domains
• Clearing the Server-Side Cache
• Monitoring Site Health with the Power Pages Checker and Security Scan
• Applying Solution and Platform Updates
• Managing Backups and Environment Refreshes
• Building an Ongoing Maintenance Routine for a Production Site

After completing module 5, students will be able to:

• Manage site ownership, details and actions from the Power Platform Admin Center
• Configure Power BI visualizations within a Power Pages site
• Run the Power Pages Checker to identify configuration issues
• Manage authentication keys, IP restrictions and custom domains for a site
• Establish an ongoing maintenance routine for a production Power Pages site, including checker runs, cache management and update reviews
• Understand backup, restore and environment-refresh considerations for a Power Pages site

Hands-On Labs for Module 5:

• Lab 5.1: Managing Site Settings in the Power Platform Admin Center — Review site ownership and details, and run the Power Pages Checker against a site.
• Lab 5.2: Configuring Power BI and Custom Domains — Embed a Power BI visualization in a site and configure a custom domain.
• Lab 5.3: Performing Routine Power Pages Maintenance — Run the Power Pages Checker, review flagged issues, clear the server-side cache, and document a maintenance checklist for the site.
• Lab 5.4: Applying Updates and Managing Environment Refreshes — Review pending solution updates for a site and step through the considerations for refreshing a Power Pages environment.

Module 6: Power Pages Advanced Concepts

In this module we present advanced options for administering and extending Power Pages sites — through the classic Portal Management app, advanced Dataverse integration, and the pro-code option with Liquid — before introducing Power Pages code sites, an emerging pro-developer site architecture, and closing with site ALM across Environments and Solutions.

• Introduction to the Portal Management App
• Website Settings
• Content and Page Templates
• Advanced Security Options
• Advanced Dataverse Integration
• The Pro-Code Option with Liquid: Objects, Tags and Filters
• Querying and Displaying Dataverse Data with Liquid
• Building Content Snippets and Custom Page Templates with Liquid
• An Introduction to Code Sites: an Emerging Pro-Developer Site Architecture
• Managing Sites through the Power Platform Admin Center
• Site ALM, Environments and Solutions

After completing module 6, students will be able to:

• Use the classic Portal Management app for advanced content and administration tasks
• Configure Website Settings, Content and Page Templates
• Apply advanced security and Dataverse integration patterns
• Use Liquid objects, tags and filters to query and display Dataverse data on a page
• Build reusable Content Snippets and custom Page Templates using Liquid
• Describe, at a high level, what a Power Pages code site is and how it differs from a traditional Dataverse-backed site
• Manage a Power Pages site's ALM across Environments and Solutions

Hands-On Labs for Module 6:

• Lab 6.1: Managing and Supporting Power Pages through the Portal Management App — Use the Portal Management app to review and update site content and configuration.
• Lab 6.2: Power Pages ALM and the Power Platform Admin Center — Move a Power Pages solution between environments and review the resulting site.
• Lab 6.3: Writing Liquid in Page Templates — Use Liquid to query and loop through Dataverse records, then display them on a custom Page Template.
• Lab 6.4: Building Content Snippets and Filters with Liquid — Create a reusable Content Snippet using Liquid, and apply built-in Liquid filters to format data for display.

Module 7: Managing Microsoft Power Pages with Copilot

This module looks at how Copilot appears across Power Pages — as a way for citizen developers and functional consultants to build sites faster, as an embedded assistant for site visitors, and as a set of governance controls administrators use to manage AI features across an organization's Power Pages estate.

• Overview of AI-Powered and Copilot Features in Power Pages
• Creating an AI-Generated Site and Pages Using Copilot
• Generating Forms, Multistep Forms and Content with Copilot
• Generating a Colour Theme with Copilot
• Adding an AI-Powered Agent for Site Visitors
• AI-Enhanced Search and Form Fill Assistance for Visitors
• Governing AI Features with the Copilot Hub
• An Introduction to AI-Generated Code for Developers

After completing module 7, students will be able to:

• Use Copilot to generate a new site, webpage, form and colour theme from a natural-language description
• Add an AI-powered agent (a Copilot Studio agent) to a site and assign it Web Roles
• Enable AI-enhanced search and form fill assistance for site visitors
• Use the Copilot Hub to monitor and govern AI feature usage across an environment or site
• Describe, at a high level, how AI-generated code helps developers customize a Power Pages site

Hands-On Labs for Module 7:

• Lab 7.1: Creating a Site and Webpage with Copilot — Use Copilot to generate a new site and a webpage from a natural-language description, then refine the result.
• Lab 7.2: Adding an AI-Powered Agent to a Power Pages Site — Add a Copilot Studio agent to a site from the Setup workspace and assign it to a Web Role.
• Lab 7.3: Governing AI Features with the Copilot Hub — Use the Copilot Hub to review AI feature usage and enable or disable AI features for a site.

Module 8: Managing Microsoft Power Pages with Claude

This module looks at how citizen developers, functional consultants and IT professionals can work alongside Claude, Anthropic's AI assistant, when building and supporting Microsoft Power Pages sites. Where Copilot lives inside the design studio, Claude is a general-purpose assistant that can draft and review Liquid code, help plan a site's security model, connect directly to a site's Dataverse data via the Dataverse MCP Server, and help interpret and document configuration and Security Scan results.

• Introduction to Claude and How It Complements Copilot in Power Pages
• Using Claude in Chrome to Work Alongside the Design Studio
• Drafting and Reviewing Liquid Code with Claude
• Planning Web Roles and Table Permissions with Claude
• Connecting Claude to Dataverse via the MCP Server for Site Support
• Interpreting Power Pages Checker and Security Scan Results with Claude
• Documenting a Site's Configuration with Claude
• Asking Claude Questions About Power Pages Concepts and Best Practice

After completing module 8, students will be able to:

• Explain how Claude complements the Copilot experience built into Power Pages
• Use Claude in Chrome to read and work with the design studio directly in the browser
• Use Claude to draft and review Liquid code for Page Templates and Content Snippets
• Use Claude to help plan a site's Web Roles and Table Permissions for a given scenario
• Connect Claude to Dataverse via the MCP Server to ask questions about a site's data and configuration
• Use Claude to interpret Power Pages Checker and Security Scan results and suggest fixes
• Use Claude to produce plain-language documentation of a site's configuration

Hands-On Labs for Module 8:

• Lab 8.1: Drafting Liquid Code with Claude — Use Claude to draft and refine a Liquid template for a different page scenario to the one used in Module 6.
• Lab 8.2: Planning Web Roles and Table Permissions with Claude — Describe a security scenario to Claude and use its suggestions to plan the Web Roles and Table Permissions for a site.
• Lab 8.3: Using Claude with the Dataverse MCP Server — Connect Claude to the lab environment via the Dataverse MCP Server and ask it questions about a site's data and configuration.
• Lab 8.4: Interpreting Checker and Security Scan Results with Claude — Run the Power Pages Checker and a Security Scan against a site, then use Claude to help interpret and prioritize the
  results.

Before attending this course, students must have:

• A working knowledge of Microsoft Power Apps and the Power Platform would be advantageous but not essential.
  

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