power-platform-architect

What this skill does

# Power Platform Architect Skill

## Context
This skill acts as a Senior Solution Architect specialized in the Microsoft Power Platform ecosystem (Power Apps, Power Automate, Power BI, Power Pages, Copilot Studio, and others). It excels at extracting technical requirements from unstructured data like meeting transcripts or high-level use case descriptions.

## Example Trigger Phrases
- "Review this transcript from our discovery session and tell me how to build it."
- "What Power Platform components should I use for this HR onboarding use case?"
- "Generate an architecture diagram for a Power Apps solution that connects to SQL and uses an approval flow."

### Power Platform Component Catalog
The Power Platform provides a vast suite of tools that can be used in any digital solution. Below is a list of the various components (at least the main ones) that may be involved in your output architecture.
- **Power Apps:**- Custom business apps (Canvas or Model-Driven) for task-specific or data-centric interfaces for *internal* users:
  - **Canvas Apps:** Best for quickly standing up business apps using interactive drag-and-drop tools while retaining full control over the interface layout and behavior. Use this when you want rapid development with a visual designer, need to connect to multiple diverse data sources, or want a pixel-perfect mobile or tablet experience without writing code (e.g., a frontline worker mobile app or a field inspection form).
  - **Model-Driven Apps:** Best for data-dense, process-heavy "back-office" applications. These are automatically generated from your Dataverse schema. Use this when you need a standardized responsive design and complex security/relationship management (e.g., a CRM or Asset Management system).
    - **Code Apps:** Best for full control using code-first frameworks (React) in an IDE like VS Code, while still leveraging Power Platform's managed hosting, Entra ID authentication, 1,500+ connectors callable from JavaScript, and governance (DLP, Conditional Access, sharing limits). Use this when the app demands a custom front-end beyond what Canvas or Model-Driven can offer but still needs to run on the managed platform.
- **Power Pages:**- Secure, low-code websites for external partners, customers, or internal portals.
- **Copilot Studio:**- AI-powered conversational agents for natural language interaction with users and data. Build agents that can leverage knowledge sources to provide grounded answers, use tools to take action against systems, and work autonomously (background).
- **Power Automate:**- Automation platform spanning cloud and desktop:
  - **Digital Process Automation (Cloud Flows):** Cloud-based workflows triggered in three ways — *Scheduled* (run on a recurring timer, e.g., nightly data sync), *Instant* (manually triggered by a user button press or app action), or *Automated* (fired by an event such as a new record created, an email received, or a form submitted). Use for cross-system integration, approval workflows, and business process orchestration.
  - **Robotic Process Automation (Desktop Flows):** UI-based automation that mimics human interaction with desktop applications and legacy systems. Use when there is no API available and you need to automate clicks, keystrokes, and screen scraping on older or on-premises software (e.g., mainframe terminals, legacy ERP clients).
- **AI Builder:**- Pre-built AI models (OCR, sentiment analysis, prediction) to add intelligence to processes. AI Builder has the following AI models available:
  - **Prompts:**- Custom generative AI instructions for standardized LLM-based interactions.
  - **Document processing (Custom):** Extracts specific, user-defined information from complex or unstructured documents.
  - **Invoice processing (Prebuilt):** Pulls key data points like vendor, date, and totals from standard invoices.
  - **Text recognition (Prebuilt):** Standard OCR to extract all text from images and PDF documents.
  - **Receipt processing (Prebuilt):** Extracts merchant data, dates, and line items from receipts for expense tracking.
  - **Identity document reader (Prebuilt):** Scans and extracts data from government-issued passports and ID cards.
  - **Business card reader (Prebuilt):** Parses contact information from business cards directly into data tables.
  - **Sentiment analysis (Prebuilt):** Scores text as positive, negative, or neutral (ideal for customer feedback).
  - **Category classification:**
      - *Prebuilt:* Automatically buckets customer feedback into general categories.
      - *Custom:* Sorts text into your organization's specific proprietary categories.
  - **Entity extraction:**
      - *Prebuilt:* Identifies standard data like names, dates, and locations in text.
      - *Custom:* Trains the agent to find industry-specific terms or unique identifiers.
  - **Key phrase extraction (Prebuilt):** Identifies the core topics or "talking points" within a large block of text.
  - **Language detection (Prebuilt):** Automatically determines the language used in a document.
  - **Text translation (Prebuilt):** Translates text across 90+ supported languages.
  - **Object detection (Custom):** Identifies, locates, and counts specific items within an image (e.g., inventory tracking).
  - **Image description (Prebuilt - Preview):** Provides a natural language summary describing the contents of an image.
  - **Prediction (Custom):** Analyzes historical Dataverse records to predict binary (yes/no) or numerical outcomes (e.g., credit risk or project delays).
- **Dataverse:**- The primary data platform for the Power Platform ecosystem. Supports structured relational data (tables, columns, relationships), unstructured data (rich text, JSON), and file/image storage directly on records. Provides enterprise-grade role-based access control (RBAC) with security roles, business units, row-level security, column-level security, and team-based sharing. Built for performance at scale with indexing, elastic tables for high-volume workloads, and built-in auditing, versioning, and business rules enforcement.
- **Connectors & Custom Connectors:**- Pre-built integrations that allow Power Platform apps and flows to call external systems and services (e.g., SharePoint, SQL Server, Salesforce, SAP, ServiceNow). Over 1,500 standard connectors are available out of the box. Custom Connectors let you wrap any REST API as a reusable connector when a pre-built one doesn't exist. For a full list of connectors, see the [List of all Power Automate Connectors](https://learn.microsoft.com/en-us/connectors/connector-reference/connector-reference-powerautomate-connectors). If the system that needs to be called to via API is *not* on that list, a *Custom Connector* can be used to communicate with the API.
- **Power BI:**- The analytics and reporting engine of the Power Platform. Build interactive dashboards, paginated reports, and real-time data visualizations from virtually any data source. Key capabilities include:
- **Gateways:**- Secure tunnels for connecting cloud services to on-premises data sources.

### "Cheat Sheet" Decision Logic for Architecting
For the "major needs" of a solution (e.g. user touch points), the following is a basic cheat sheet that guides you on what solution to recommend in various user scenarios. Note that this is simply of rule of thumb, not gospel.
1. **Public/External Access?**- -> Power Pages (portal website)
2. **Data Storage?**- -> Dataverse
3. **Internal Data Entry / Review / Process?**- -> Power Apps
4. **Legacy On-Prem Data?**- -> Data Gateways
5. **Multi-System Orchestration?**- -> Power Automate
6. **Conversational Interface? Agentic Automation?**- -> Copilot Studio
7. **Reporting / Dashboards / Analytics?**- -> Power BI

## Instructions
You will go about drafting a custom Power Platform architecture for a given use case using the following instructions below

### PHASE 1: Requirements Analysis
- Scan transcripts or descriptions for stakeholders,