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Workflow vs Flow
Sara Lagerquist
• www.365portal.org
• Twitter: @Powerthon
• Hashtag
• #365SatAMS
• community.dynamics365.com
Social
Preventive measures Coronavirus:
Wash your hands regularly with water and soap.
Cough and sneeze in the inside of your elbow.
Use paper tissues, but only once.
Avoid touching your mouth, nose and eyes.
Sara Lagerquist
sara@saralagerquist.com
@lagerquistsara
https://saralagerquist.com
https://www.linkedin.com/in/saralagerquist/
Agenda
• Why change to flow
• Features that differs
• Features that’s missing
• Rookie mistakes
We don’t have full parity nor is
classic workflows deprecated. Why
move to Power Automate?
https://docs.microsoft.com/en-
us/power-automate/replace-
workflows-with-flows
Official documentation is not
updated…
Feature is there – but not quite the same
Wait Conditions
▪ Timeout – X amount of time
▪ Wait until date occurs
▪ Wait until value of a field occurs
▪ TIMEOUT (as in abort the run):
▪ Never
▪ Timeout – delay X amount of time
▪ Delay until date occurs
▪ Can not handle delay until values of
a field occurs
▪ TIMEOUT (as in abort the run):
▪ Flow : 30 Days
▪ Logic Apps : 90 Days
▪ CDS Solution Flow : 1 Year
Workflows Flows
The new undocumented wait condition
On Demand
▪ Deploys well
▪ Can not handle input when started
▪ Can not be in a solution = not
deployable
▪ Can handle input when started
Workflows Flows
Run Time
▪ 2 min timeout ▪ Can be configured in Action Settings
Workflows Flows
Visibility and Deployment
▪ All workflows visible under processes
▪ Users can see runs on a particular
record
▪ Deploy: Lookups are not dynamic
data
▪ Flows in solutions not visible in
Flow area
▪ No way to see what Flows that’s
been run a particular record
▪ Deploy of solution-based flow
looks broken
▪ Only works if only used CD (current)
-connector
▪ Needs an unmanaged layer if using
other actions than CDS (current) (for
now)
Workflows Flows
Child-(work)flows
▪ Trigger and Child
▪ Child can’t get output from Parent
and Parent flow can’t get output
from Child
▪ Parent will succeed even if Child fails
▪ Child will not re-run if fails
▪ Only trigger or child
▪ Child Flow can get output from
parent and child
▪ Parent flow will fail if Child fails
▪ Child flow can re-try 4 times (by
default) before failing
▪ Only works in Solutions with CDS
Current Environment Connector
Workflows Flows
Features that are completely missing
List Records
▪ Only with a CWA, not OOB ▪ List Records of an entity and
run
▪ Apply to each
▪ Apply until
Workflows Flows
Trigger on Schedule
▪ Only with a CWA, not OOB ▪ Well YES!
Workflows Flows
Real-time Workflows
▪ Validation and warnings to end user
▪ Run before a change is made 🤷‍♀️🤷‍♀️🤷‍♀️🤷‍♀️
🤷‍♀️🤷‍♀️🤷‍♀️
Workflows Flows
Trigger conditions – avoiding runs
▪ Workflow always run
▪ Use Stop Workflow action if not
needed
▪ No API-limit or License restriction
▪ Configurable – but without
intelliSense
▪ Can Abort Flow Run too
▪ License restrictions
▪ Using Trigger conditions will
minimize flow runs, but will still
count as an API-call
Workflows Flows
Rollback of Changeset
▪ Steps succeeded will not be rolled
back in asynchronous Workflows
▪ Rollback the whole changeset if
one action in the changeset
fails
Workflows Flows
When a step fails
🤷‍♀️🤷‍♀️🤷‍♀️ ▪ Configurable “Run after” on
Actions
Workflows Flows
Test
▪ Trigger from designer
▪ Trigger on data from former
runs
Workflows Flows
Connections outside of Dynamics
▪ Integration is needed ▪ Can handle connectors to
different data sources and
actions
Workflows Flows
Tips and Tricks (and Rookie Mistakes)
Two CDS Connectors
▪ You need to define what environment
your Flow runs in
▪ Can only trigger on one event
▪ Can not run Child Flows
▪ Can populate Lookups with only
dynamic content
▪ Doesn’t handle N:N relationships in List
Records
▪ Trigger OnDemand
▪ Needs change tracking enabled
▪ Solution based – runs in the environment it’s
deployed to or created in
▪ Have a combined trigger for several events
▪ Can run Child Flows
▪ Lookups are not as easy as just dynamic
data
▪ Can handle N:N relationships
▪ Can list records with FetchXML <3
▪ Related record information in just one Action
▪ Will not work in “Copied Environment”
▪ Deploys as ON if only connector in the Flow
▪ Run Actions for ex: Close Opportunity
CDS CDS Current Environment
Always use the CDS Current
Environment connector when possible
Use Comments
▪ Add hidden settings in Trigger/Action comments
Use Expressions
▪ Expressions and some Actions are the same
▪ Avoid “Apply to each” by using for example
first(“dynamic content”)
Avoid Nested Conditions
https://jonasr.app/2019/03/flow-guards/
Rookie Mistakes
Dynamics 365 Connector is
Deprecated
Name your Trigger and Actions
Don’t forget the “Get Record”-action
Always filter your “List Record”-action
Don’t create Loops
Use Compose instead of Variables
Turn on Paging if expecting big
results in “List Records”-action
Turn off your Flows in Trial
environments
Is there still a place for
asynchronous workflows?
Feature Classic Workflows Flows WF Flow
Wait Conditions Wait until field value ---
Wait Conditions Never cancel run Cancel CDS run after 1 year
Run Child --- Outputs from Child
Run Child Parent continues even if child fails Parent will fail if child fails
Run Child Child can retry if fail
On Demand Can’t take inputs when run Can’t be included in Solutions
Visibility Can see WF runs in App No visibility in App
Lookups WF use static GUIDS for Lookups Lookups can be dynamic data
Deployment Tried and tested Flows in solution still work in progress
Take action on related records Only with custom code (CWA) List records an apply to each/until
Trigger on Schedule Only with custom code (CWA) Yes
Realtime workflows Provide feedback to user if failed
Connections to other sources Need code integration Have 300+ OOB Connections
Transaction Rollback Async WF does not run in transaction Flows can run in a batch transaction
Error handling WF fails Configure “after run”
Testability Must test inside App Can test in Designer
Trigger Conditions --- Can avoid unnecessary runs
Tack!
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Workflowvs vs Flow 365 Saturday Amsterdam

  • 1.
  • 3. • www.365portal.org • Twitter: @Powerthon • Hashtag • #365SatAMS • community.dynamics365.com Social
  • 4.
  • 5. Preventive measures Coronavirus: Wash your hands regularly with water and soap. Cough and sneeze in the inside of your elbow. Use paper tissues, but only once. Avoid touching your mouth, nose and eyes.
  • 7. Agenda • Why change to flow • Features that differs • Features that’s missing • Rookie mistakes
  • 8. We don’t have full parity nor is classic workflows deprecated. Why move to Power Automate?
  • 10. Feature is there – but not quite the same
  • 11. Wait Conditions ▪ Timeout – X amount of time ▪ Wait until date occurs ▪ Wait until value of a field occurs ▪ TIMEOUT (as in abort the run): ▪ Never ▪ Timeout – delay X amount of time ▪ Delay until date occurs ▪ Can not handle delay until values of a field occurs ▪ TIMEOUT (as in abort the run): ▪ Flow : 30 Days ▪ Logic Apps : 90 Days ▪ CDS Solution Flow : 1 Year Workflows Flows
  • 12. The new undocumented wait condition
  • 13. On Demand ▪ Deploys well ▪ Can not handle input when started ▪ Can not be in a solution = not deployable ▪ Can handle input when started Workflows Flows
  • 14. Run Time ▪ 2 min timeout ▪ Can be configured in Action Settings Workflows Flows
  • 15. Visibility and Deployment ▪ All workflows visible under processes ▪ Users can see runs on a particular record ▪ Deploy: Lookups are not dynamic data ▪ Flows in solutions not visible in Flow area ▪ No way to see what Flows that’s been run a particular record ▪ Deploy of solution-based flow looks broken ▪ Only works if only used CD (current) -connector ▪ Needs an unmanaged layer if using other actions than CDS (current) (for now) Workflows Flows
  • 16. Child-(work)flows ▪ Trigger and Child ▪ Child can’t get output from Parent and Parent flow can’t get output from Child ▪ Parent will succeed even if Child fails ▪ Child will not re-run if fails ▪ Only trigger or child ▪ Child Flow can get output from parent and child ▪ Parent flow will fail if Child fails ▪ Child flow can re-try 4 times (by default) before failing ▪ Only works in Solutions with CDS Current Environment Connector Workflows Flows
  • 17. Features that are completely missing
  • 18. List Records ▪ Only with a CWA, not OOB ▪ List Records of an entity and run ▪ Apply to each ▪ Apply until Workflows Flows
  • 19. Trigger on Schedule ▪ Only with a CWA, not OOB ▪ Well YES! Workflows Flows
  • 20. Real-time Workflows ▪ Validation and warnings to end user ▪ Run before a change is made 🤷‍♀️🤷‍♀️🤷‍♀️🤷‍♀️ 🤷‍♀️🤷‍♀️🤷‍♀️ Workflows Flows
  • 21. Trigger conditions – avoiding runs ▪ Workflow always run ▪ Use Stop Workflow action if not needed ▪ No API-limit or License restriction ▪ Configurable – but without intelliSense ▪ Can Abort Flow Run too ▪ License restrictions ▪ Using Trigger conditions will minimize flow runs, but will still count as an API-call Workflows Flows
  • 22. Rollback of Changeset ▪ Steps succeeded will not be rolled back in asynchronous Workflows ▪ Rollback the whole changeset if one action in the changeset fails Workflows Flows
  • 23. When a step fails 🤷‍♀️🤷‍♀️🤷‍♀️ ▪ Configurable “Run after” on Actions Workflows Flows
  • 24. Test ▪ Trigger from designer ▪ Trigger on data from former runs Workflows Flows
  • 25. Connections outside of Dynamics ▪ Integration is needed ▪ Can handle connectors to different data sources and actions Workflows Flows
  • 26. Tips and Tricks (and Rookie Mistakes)
  • 27. Two CDS Connectors ▪ You need to define what environment your Flow runs in ▪ Can only trigger on one event ▪ Can not run Child Flows ▪ Can populate Lookups with only dynamic content ▪ Doesn’t handle N:N relationships in List Records ▪ Trigger OnDemand ▪ Needs change tracking enabled ▪ Solution based – runs in the environment it’s deployed to or created in ▪ Have a combined trigger for several events ▪ Can run Child Flows ▪ Lookups are not as easy as just dynamic data ▪ Can handle N:N relationships ▪ Can list records with FetchXML <3 ▪ Related record information in just one Action ▪ Will not work in “Copied Environment” ▪ Deploys as ON if only connector in the Flow ▪ Run Actions for ex: Close Opportunity CDS CDS Current Environment
  • 28. Always use the CDS Current Environment connector when possible
  • 29. Use Comments ▪ Add hidden settings in Trigger/Action comments
  • 30. Use Expressions ▪ Expressions and some Actions are the same ▪ Avoid “Apply to each” by using for example first(“dynamic content”)
  • 33. Dynamics 365 Connector is Deprecated
  • 34. Name your Trigger and Actions
  • 35. Don’t forget the “Get Record”-action
  • 36. Always filter your “List Record”-action
  • 38. Use Compose instead of Variables
  • 39. Turn on Paging if expecting big results in “List Records”-action
  • 40. Turn off your Flows in Trial environments
  • 41. Is there still a place for asynchronous workflows?
  • 42. Feature Classic Workflows Flows WF Flow Wait Conditions Wait until field value --- Wait Conditions Never cancel run Cancel CDS run after 1 year Run Child --- Outputs from Child Run Child Parent continues even if child fails Parent will fail if child fails Run Child Child can retry if fail On Demand Can’t take inputs when run Can’t be included in Solutions Visibility Can see WF runs in App No visibility in App Lookups WF use static GUIDS for Lookups Lookups can be dynamic data Deployment Tried and tested Flows in solution still work in progress Take action on related records Only with custom code (CWA) List records an apply to each/until Trigger on Schedule Only with custom code (CWA) Yes Realtime workflows Provide feedback to user if failed Connections to other sources Need code integration Have 300+ OOB Connections Transaction Rollback Async WF does not run in transaction Flows can run in a batch transaction Error handling WF fails Configure “after run” Testability Must test inside App Can test in Designer Trigger Conditions --- Can avoid unnecessary runs
  • 43. Tack!
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