aOS Monaco 2019 - B4 - Three must have workflows with Microsoft Flow - Vlad Catrinescu

1. @vladcatrinescu https://absolute-sharepoint.com
OFFICE SERVERS AND SERVICES MVP
Vlad Catrinescu
Three Must-Have Workflows with
Microsoft Flow

2. There are many variations of passages of lorem
ipsum available, but the majority have suffered
alteration
in some form, by injected humour
THE KEY IS ALWAYS YOU!
PLURALSIGHT AUTHOR
Creating video content for one of the most
popular and best quality online training
sites.
OFFICE SERVERS AND SERVICES
MVP
SharePoint MVP since 2013
About Vlad Catrinescu
@vladcatrinescu
absolute-sharepoint.com
AUTHOR
Author of the book “Deploying SharePoint
2016” & “Essential PowerShell for Office
365” for Apress
PRODUCT EVANGELIST
Working for Valo Intranet

3. Session Plan
Start Flow Basics What Terms
Holiday
Approval
Why
Demo
Approval
With
Reminder
Other
Options
Demo
Incoming
Email
Attache
ments
Demo END

4. Workflows are pre-programmed mini-applications that streamline and
automate a wide variety of business processes — from collecting
signatures, feedback, or approvals for a plan or document, to tracking the
current status of a routine procedure. Workflows are designed to save you
time and effort, and to bring consistency and efficiency to tasks that you
perform on a regular basis.
Workflows

5. Workflows are pre-programmed mini-applications that streamline and
automate a wide variety of business processes — from collecting
signatures, feedback, or approvals for a plan or document, to tracking the
current status of a routine procedure. Workflows are designed to save
you time and effort, and to bring consistency and efficiency to tasks that
you perform on a regular basis.
Workflows

6. Workflows are pre-programmed mini-applications that streamline and
automate a wide variety of business processes — from collecting
signatures, feedback, or approvals for a plan or document, to tracking the
current status of a routine procedure. Workflows are designed to save
you time and effort, and to bring consistency and efficiency to tasks
that you perform on a regular basis.
Workflows

7. Workflows are pre-programmed mini-applications that streamline and
automate a wide variety of business processes — from collecting
signatures, feedback, or approvals for a plan or document, to tracking the
current status of a routine procedure. Workflows are designed to save
you time and effort, and to bring consistency and efficiency to tasks
that you perform on a regular basis.
Workflows

8. SharePoint
Designer
How Do We Create SharePoint Workflows?
Visual Studio 3rd Party
Applications
Microsoft Flow

9. Secure
Scalable
Managed
Integrated
Compliant
Fast
Iterative
Cross-platform
Beautiful
Easy
VS

10. Microsoft Flow helps non-developers work smarter by
automating workflows across services
Get notifications Copy files Collect data Automate approvals

11. What makes up a Flow?
Trigger – the event that
kicks off the flow:
• manually
• on a schedule
• on an event in the cloud
Example: Notification Flow
Actions – what the flow does
Can use data from the trigger

12. Connect to cloud and on premises data
Over 170 out of the box connectors with new connectors every week
Use Custom Connectors to connect to any custom REST endpoint
Connect to on-premises data using gateways

13. Templates help users to get started

14. Everybody needs
some time off!
Holiday Approval Workflow

15. Workflow Information
Who will replace?
How do I view
all requests?
Do I have enough
people working?

16. Demo
Holiday Approval Workflow

17. Make sure they don’t
forget!
Approval Workflow with
Reminder

18. Our SharePoint Workflow
Approval WorkflowStage:
Find Manager
Assign Approval
Task
While Not StartedLoop with condition:
Send an email

19. Demo
Create a document approval workflow
that sends reminder on an interval

20. Incoming Email in SharePoint Online!

21. Demo
Configure Incoming E-mail with
SharePoint Online

22. Thank you!
Q&A
@vladcatrinescu
http://ca.linkedin.com/in/vladcatrinescu
www.absolute-sharepoint.com
pluralsight.com/authors/vlad-catrinescu