PL-900 study materials
PL-900 study resources

PL-900 key terms

PL-900 · Get comfortable with the vocabulary.

Microsoft Power Platform

A group of Microsoft products - Power Apps, Power Automate, Power Pages, Copilot Studio and Power BI - that together let people build apps, automate work, create sites, build agents and analyze data with little or no code.

Related: Low-code development, Microsoft Dataverse, Connector
Microsoft Dataverse

A cloud data service that stores business data in secure tables so apps, flows, agents and reports can all use the same information without anyone building a separate database.

Related: Security role, Model-driven app
Connector

A prebuilt wrapper that lets Power Platform products talk to another service, such as SharePoint, Outlook or SQL Server, by exposing that service's operations as ready-to-use triggers and actions.

Related: Trigger, Action, Data loss prevention policy
Low-code development

An approach where makers assemble apps and automations by configuring visual designers and writing short formulas instead of full programming code, which shortens build time and widens who can take part.

Related: Fusion team, Microsoft Power Platform
Fusion team

A project team that mixes professional developers with business experts who build using low-code tools, so each person handles the work that best matches their skills.

Related: Low-code development
AI Builder

A Power Platform capability that adds prebuilt or trainable AI models, such as form processing, text classification and object detection, to apps and flows without requiring data science expertise.

Related: Microsoft Power Platform, Cloud flow
Power BI

Microsoft's analytics service for building interactive reports and dashboards from business data so people can monitor results and share insights across the organization.

Related: Microsoft Dataverse
Center of Excellence toolkit

A set of tools Microsoft provides to help an organization govern Power Platform at scale, including an inventory of apps and flows, administrative views, and compliance and cleanup helpers.

Related: Environment, Data loss prevention policy
Environment

A container that holds apps, flows, data, connections and settings for a specific purpose, keeping development, test and production work separated from each other.

Related: Default environment, Managed environment, Solution
Default environment

The environment every tenant receives automatically, shared by all licensed users unless administrators restrict it, intended for personal productivity rather than governed business solutions.

Related: Environment, Managed environment
Managed environment

An environment type with extra guardrails switched on, such as sharing limits, solution checker enforcement and usage insights, to reduce risk in important business apps.

Related: Environment, Solution
Solution

A package that carries apps, flows, tables and other components so they can be moved between environments as one unit and tracked for versioning.

Related: Solution publisher, Deployment pipeline, Environment
Solution publisher

The organization or prefix recorded on a solution that determines the naming prefix of components created inside it and helps identify who owns the customizations.

Related: Solution
Data loss prevention policy

A rule that groups connectors into business, non-business and blocked categories so data cannot move between services the organization does not allow to be combined.

Related: Connector, Environment
Security role

A set of permissions in Dataverse that defines which tables and records a user can create, read, update, delete and share.

Related: Microsoft Dataverse, Environment
Deployment pipeline

A Power Platform feature that promotes a managed solution automatically through predefined environments, such as from development to test to production, with fewer manual steps.

Related: Solution, Managed environment
Canvas app

A Power Apps app where the maker designs the interface freely by placing controls on screens and defines behavior with Power Fx formulas.

Related: Power Fx, Gallery, Model-driven app
Model-driven app

A Power Apps app whose pages, forms, views and navigation are generated largely from the Dataverse data model, so the design follows the data structure instead of a blank canvas.

Related: Microsoft Dataverse, Business process flow, Canvas app
Power Fx

The Excel-like formula language used in canvas apps and other Power Platform surfaces to calculate values, respond to events, and control when items appear or can be edited.

Related: Canvas app, Delegation
Gallery

A canvas app control that repeats one layout for each record in a data source, producing scrollable lists of items that users can browse and select.

Related: Canvas app, Delegation
Delegation

The behavior where Power Apps sends filtering and sorting work to the data source instead of doing it locally; expressions that cannot be delegated quietly process only a limited number of records.

Related: Gallery, Power Fx
Component library

A shared collection of reusable controls and styles that makers can insert into multiple canvas apps so screens look consistent and later updates apply everywhere.

Related: Canvas app
Business process flow

A guided stage-by-stage path shown in model-driven apps that walks users through the required steps of a process such as sales or employee onboarding.

Related: Model-driven app
Cloud flow

A Power Automate flow that runs in Microsoft's cloud, connecting online services through triggers and actions without needing a machine running on premises.

Related: Trigger, Action, Desktop flow
Desktop flow

A Power Automate flow that drives a Windows desktop, clicking and typing in applications through recorded or hand-built UI automation steps.

Related: Robotic process automation, Cloud flow
Trigger

The starting event that causes a flow to run, such as a record being created, a scheduled time arriving or a user pressing a button.

Related: Action, Cloud flow, Connector
Action

A single step inside a flow that performs work, such as creating a record, sending an email, updating a file or calling another service.

Related: Trigger, Connector
Approval

A Power Automate action that sends a request to one or more people and pauses the flow until approve or reject responses come back.

Related: Action, Cloud flow
Expression

A formula written in the flow expression language that computes values, manipulates text or dates, and reads data produced by earlier steps.

Related: Action, Power Fx
Robotic process automation

The practice of using software robots, implemented as desktop flows, to carry out repetitive tasks in user interfaces that offer no programmatic interface.

Related: Desktop flow
Agent

An AI assistant built in Microsoft Copilot Studio that converses with users in natural language, answers from configured knowledge, and completes tasks through topics and actions.

Related: Topic, Generative answers, Channel
Topic

A conversation path in Copilot Studio made of trigger phrases, questions, messages and branching logic that handles one specific user request.

Related: Trigger phrases, Agent
Trigger phrases

Example sentences a maker attaches to a topic so the agent recognizes which user messages should start that conversation path.

Related: Topic, Agent
Generative answers

A Copilot Studio feature that lets an agent compose a natural-language reply from connected knowledge or a model instead of following a fixed authored path.

Related: Knowledge source, Agent, Topic
Knowledge source

A connected location such as a public website, document library or Dataverse table that an agent searches so its answers are grounded in organizational content.

Related: Generative answers, Microsoft Dataverse
Channel

A place where users reach an agent, for example a website chat widget, Microsoft Teams, a mobile app or a contact center integration.

Related: Agent, Handoff to a human
Handoff to a human

The step where an agent transfers the conversation, along with its context, to a live person because it cannot help or the user asks for someone.

Related: Agent, Channel
Plugin action

A way for a Copilot Studio agent to call a Power Automate flow or connector operation so it can look up or change data in other systems mid-conversation.

Related: Cloud flow, Connector, Agent