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Office 365 Power Tools: What to use When? Forms, Flows, PowerApps, PowerBI

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Apps, Forms, Workflows and Tools of Office 365: What to Use When?
Forms - Survey, Quizzes, Polls
Flow - Triggers, Actions, Conditions
PowerApps - Web UX, Mobile UX, Admin Center, Canvas Apps
PowerBI - Visualizations, Datasets, Dashboards and Reports
When does Flow go premium? for SalesForce and Oracle...
When to use Plan 1, Plan 2
What about PowerBI Premium vs Pro

Published in: Technology
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Office 365 Power Tools: What to use When? Forms, Flows, PowerApps, PowerBI

  1. 1. Power Tools of Office 365: What to use When Joel Oleson Microsoft MVP & RD Global Technical Evangelist Scott Restivo President, CEO Crow Canyon Software
  2. 2. Audience Poll: What are you presently using to develop applications in SharePoint?
  3. 3. Your efforts to resuscitate InfoPath and SP Designer are futile… It is time to move on…
  4. 4. Quick Poll: What version of SharePoint are you using?
  5. 5. http://bit.ly/O365PowerTools
  6. 6. Power Platform Tools of Office 365 AGENDA • Forms & Forms Pro • PowerApps & Plan 1 & 2 • Flow & Premium Flows • PowerBI & Premium P1 & P2 • Featured Solution: NITRO Studio by Crow Canyon Software
  7. 7. MS Forms Performance… Enterprise Ready… (out of preview) • Quick Forms, Surveys, Polls, • Anonymous forms • SOC Compliance Level C & GDPR compliance with configuration • Data is encrypted at rest • Office Web App with Web front-end & SQL Azure as back-end • Branching, Likert scales, 50,000+ responses • Forms can be used standalone or within applications such as Excel, SharePoint, Teams, Flow, and Sway. Forms is Enterprise Ready: http://bit.ly/2H6ybUP
  8. 8. http://bit.ly/FormsLimits
  9. 9. MS Forms Feature Gaps & Desires {Vote Them Up in User Voice} More branding styling options including fonts face & size Attachments or file upload option Page or section breaks Pre publish state - UAT - Share form with selected individuals Questions comments for feedback from users and further detail Multiple boxes questions: first name last name, address, state, country pickers, etc… Field validation, including email address or other data type validation except numbers Calculated field options
  10. 10. Forms Pro Announcement… Easy to set up and configure Trigger surveys around specific events Collect feedback across channels Embed surveys across apps, web, and mobile Identify sentiments automatically Analyze feedback for impactful insights Coming soon Spring 2019! https://formspro.microsoft.com/en-us/
  11. 11. PowerApps Performance • Rich UX custom forms and apps • Clientless – Responsive, designed Web & Mobile First • Access to acceleration, camera, GPS & location data, the connection information • Build Apps in hours not months • Allowing developers to seamlessly extend app capabilities using Azure Functions • Custom connectors to connect to 200+ custom or legacy systems. • Rapid prototyping and iterations • Embed forms and applications (New MS search extensions) • Customize your SharePoint list forms • Connect data to Power BI for reporting for your app
  12. 12. PowerApps has three major components which can be used for app development… Common data services to store and model business data. It’s the platform on which Dynamics 365 applications are built
  13. 13. PowerApps UX
  14. 14. Limits of Power Apps • Limited Offline - Offline forms or apps scenarios in which in the past InfoPath client could be used without an Internet connection. Canvas apps do have some offline capabilities. • No Rich XML document - scenarios in which forms can be moved, shared, reopened, edited, or processed for data. • No Anonymous/Guest Access - PowerApps only supports appropriately licensed users in the same organization. • PowerApps limit Row Data of 2000 (Use non-delegable queries to work on max of 2000 records used to be 500) Creating a local connection can get you to 4000. Working with large data sets can be complex • No Export Format for Printing and Archiving – no underlying document or way to export to PDF or reopen a form • Not Always a No Code Solution - It gets complicated even for power users… Built to deliver code, using APIs, outputting JSON, and making REST calls. • Users need assigned Power Apps licenses to Create or Use - Users can't create apps with this Office 365 F1, but can run up to 750 Flows per month • May Require Power Apps Plan 1 or 2 - Certain Features like premium connectors or access to on premises data require plan 1 or plan 2 including data storage and common data service to run. Feature Limitation Picture Yes (read-only) View image Attachment Yes (read-only) View Attachments Calculated Yes (read-only) Task Outcome No External data No Managed Metadata Yes (read-only) Rating No
  15. 15. PowerApps Plan 1 and Plan 2 PowerApps • PowerApps is licensed on a per-user basis and each user licenses are assigned on a named user basis, each user needs a separate license to run apps. • PowerApps licenses do not limit the creation of apps. PowerApps Plan 1 • PowerApps Plan 1 provides access to the Common Data Service for Apps to store and manage data. • Users can run canvas apps that are built on the Common Data Service for Apps, use premium connectors, access data in custom applications or on-premises data. PowerApps Plan 2 • PowerApps Plan 2 allows users to run model-driven apps with code plug-ins and real-time workflows. • Access important management capabilities like viewing usage and setting policies.
  16. 16. Microsoft Flow Performance Microsoft Flow is cloud- based service designed to build simple workflows to automate tasks and business processes. Designed to help move responsibility of Line-of- business integration closer to the business itself. IT decision makers who want to empower line-of-business partners to create their own solutions Powerful adaptable business application platform that includes PowerApps, the Common Data Service, Dynamics 365, and Office 365.
  17. 17. Logic Apps • Logic Apps is the workflow engine for Flow. It enables pro-developers to visually create or programmatically configure workflows in Azure. A connector in Logic Apps enables users to automate EAI, Business to business (B2B) and Business to consumer (B2C) scenarios while reaping the benefits of source control, testing, support, and operations. • In Logic Apps, you can use enterprise connectors to create logic app workflows and automate processes between cloud apps and cloud services.
  18. 18. Custom Connectors A connector is a proxy or a wrapper around an API that allows the underlying service to talk to Microsoft Flow, PowerApps and Logic Apps. It provides a way for users to connect their accounts and leverage a set of pre- built actions and triggers to build their apps and workflows. Connectors provides tables, you add your data source and then select the table in the data source that you want to manage. PowerApps both retrieves table data into your app and updates data in your data source for you.
  19. 19. The Dynamics 365 plans include 'Microsoft Flow Plan 2': •Dynamics 365 Enterprise, Plan 2 •Dynamics 365 Enterprise, Plan 1 •Dynamics 365 Business Edition Plan Flow for Dynamics 365 is also included in existing CRM Online Enterprise, Professional, Basic, and Essential
  20. 20. https://flow.microsoft.com/en-us/pricing/
  21. 21. Microsoft Flow Governance & Limits • Request limits • Run duration and retention • Looping and debatching limits • Definition limits • SharePoint limits https://docs.microsoft.com/en-us/flow/limits-and-confighttps://flow.microsoft.com/en-us/pricing/
  22. 22. Power BI Performance • Power BI is a business analytics solution that lets you visualize your data • Share insights across your organization • Embed them in your app or website • Connect to hundreds of data sources • Bring your data to life with live dashboards and reports.
  23. 23. Limits in Power BI • Dataset limits. There is a 1 GB limit, per dataset, that is imported into Power BI. • If you have chosen to keep the Excel experience, instead of importing the data, the limit is 250 MB for the dataset. • Users and app workspaces have their own data capacities: All users have a maximum 10 GB of data storage. • An app workspace in a Premium capacity doesn't count toward the storage of a Power BI Pro user. • Natural Language query is currently only supported in English.
  24. 24. Power BI Pro vs. Premium A Power BI Pro license is required to distribute content to other users, and for peer-to-peer sharing and collaboration. A Power BI Pro license is required to receive content from other users, unless the user is associated with dedicated capacity in Power BI Premium. Natural language query, Quick Insights, dashboards, and other Power BI features are not available with Power BI Report Server. A Power BI Pro license is required to publish content to Power BI Report Server.
  25. 25. PowerBI Pro vs. Premium Calculator With Power BI Pro, users are licensed individually and participate fully in the use of Power BI – both the creation of content and the consumption. All Pro users can connect to hundreds of data sources on-premises and in the cloud, create interactive reports and 360-degree dashboards, share that content with other Pro users, and consume content shared by others. With Power BI Premium, you are licensing capacity for your content rather than licensing all users of that content. Content (datasets, dashboards, and reports) is stored in Premium and can then be viewed by as many users as you want, without additional per-user costs. These users can only view content, not create it. Viewing includes looking at dashboards and reports on the web, in our mobile apps, or embedded in your organization’s portals or apps. The creators of content in Premium still need their own Pro licenses. https://powerbi.microsoft.com/en-us/calculator/
  26. 26. Let’s Connect! @JoelOleson Linkedin.com/in/joeloleson Slides: Slideshare.net/joeloleson More at Collabshow.com

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