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SharePoint Saturday Belgium 2017 • October 21 • Brussels Track: Business| Level: 300
Microsoft Flow Advanced :
tips, pitfa...
PlatinumGoldSilver
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Serge Luca
11 x SharePoint MVP, Brussels
SharePoint since 2002
Ar...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
SQL Server MVP, Brussels
Consultant, speaker, trainer, GUSS Board...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Start asking questions now:
@sergeluca #spsbe
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Environment + Data Loss prevention
Creating Flows
Introduction : ...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Introduction : the concept
SharePoint Saturday Belgium 2017 • October 21 • Brussels
3 main benefits
Personal productivity
Collaboration – Approval & ...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Custom Business Applications
Empower power users
Can be extended ...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Creating Flows
Introduction : the concept
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Creating an Managing Flow
Microsoft Account (free) or Office 365 ...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
demo
EXPENSE REPORT
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Complex approvals in Flow
SharePoint Saturday Belgium 2017 • October 21 • Brussels
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Approval problems
• What do we do if the item (to be approved) is...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Limitations
• 250 actions/flow ->create nested flows
• SharePoint...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Limitations
• No out of the box send for review ->soon
• No custo...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Creating Flows
Introduction : the concept
Flows and on premises
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Flow and data on premises
• Install the « on Premises data gatewa...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
demo
FLOW & DATA ON PREM
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Environment + Data Loss prevention
Creating Flows
Introduction : ...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Environments : compliance
• Isolated spaces where Flows/Data are
...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
ENVIRONMENTSDEV MARKETING
TEST MARKETING
UAT MARKETING
PROD MARKE...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Attention
• We can export-import Flows from Env1 to Env2
• We hav...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
demo
ENVIRONMENTS
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Environment + Data Loss prevention
Creating Flows
Introduction : ...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
➢ Action Request
➢ Custom Connector (REST API described in a Swag...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
demoA CUSTOM APPLICATION
CALLS FLOW
SharePoint Saturday Belgium 2017 • October 21 • Brussels
demo
FLOW CALLS THE
OUTSIDE WORLD
SharePoint Saturday Belgium 2017 • October 21 • Brussels
PowerBI & Flow
FLOW
DATA ALERTS
DATA SOURCES
POWER BI
SCHEDULED R...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
demo
POWERBI & FLOW
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Environment + Data Loss prevention
Creating Flows
Introduction : ...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Tarifs: Comparaison
SharePoint Saturday Belgium 2017 • October 21 • Brussels
SharePoint Designer Flow
Multiple connections to >150 data source...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
SharePoint Designer Flow
Out-of-box send for review Limited Q4CY2...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Microsoft Flow roadmap - highlights
H2 Calendar 2017 Calendar 201...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Environment + Data Loss prevention
Creating Flows
Introduction : ...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Positive
• Easy tool
• Not just SharePoint (it replaces SPD)
• Co...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Negative
• Young, unknown reliability
• No state machines (but we...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Advices
• Keep your forms as simple as possible
• Manage the busi...
SharePoint Saturday Belgium 2017 • October 21 • Brussels
We want more questions :
@sergeluca #spsbe
SharePoint Saturday Belgium 2017 • October 21 • Brussels
Thank You!
Feedback
http://spsbe.be
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Microsoft Flow Advanced : tips, pitfalls, problems to be known before staring a real project (SPSaturday Belgium 2017)

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Microsoft Flow Advanced : tips, pitfalls, problems to be known before staring a real project; SharePoint Saturday Belgium

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Microsoft Flow Advanced : tips, pitfalls, problems to be known before staring a real project (SPSaturday Belgium 2017)

  1. 1. SharePoint Saturday Belgium 2017 • October 21 • Brussels Track: Business| Level: 300 Microsoft Flow Advanced : tips, pitfalls, problems… Serge Luca, Isabelle Van Campenhoudt
  2. 2. PlatinumGoldSilver
  3. 3. SharePoint Saturday Belgium 2017 • October 21 • Brussels Serge Luca 11 x SharePoint MVP, Brussels SharePoint since 2002 Architect (Admin, Dev, gouvernance) Managing partner of www.shareql.com Blog: http://sergeluca.wordpress.com/ sergeluca@shareql.com @sergeluca
  4. 4. SharePoint Saturday Belgium 2017 • October 21 • Brussels SQL Server MVP, Brussels Consultant, speaker, trainer, GUSS Board Member, PASS V-Chapter Leader Managing partner de www.ShareQL.com SQL Server since 1999 Blog: http://thesqlgrrrl.wordpress.com/ ivc@ShareQL.com @thesqlgrrrl Isabelle Van Campenhoudt
  5. 5. SharePoint Saturday Belgium 2017 • October 21 • Brussels Start asking questions now: @sergeluca #spsbe
  6. 6. SharePoint Saturday Belgium 2017 • October 21 • Brussels Environment + Data Loss prevention Creating Flows Introduction : the concept Flows and on premises Extensibility : communication with the outside world Price & roadmap Conclusions
  7. 7. SharePoint Saturday Belgium 2017 • October 21 • Brussels Introduction : the concept
  8. 8. SharePoint Saturday Belgium 2017 • October 21 • Brussels 3 main benefits Personal productivity Collaboration – Approval & Review quickly create (0 code) apps “Citizen development”
  9. 9. SharePoint Saturday Belgium 2017 • October 21 • Brussels Custom Business Applications Empower power users Can be extended by specialists App Services Service Fabric Azure Functions … Logic Apps API Management BizTalk … SQL Server BI Data analytics Internet of Things (IoT) … Build modern business app fast
  10. 10. SharePoint Saturday Belgium 2017 • October 21 • Brussels Creating Flows Introduction : the concept
  11. 11. SharePoint Saturday Belgium 2017 • October 21 • Brussels Creating an Managing Flow Microsoft Account (free) or Office 365 or Dynamics 365 or Flow (paid) or PowerApps ( or free new PowerApps Community Plan) Flow.microsoft.com Powerapps.microsoft.com A modern SharePoint Online list Mobile app (iOS and Android, Windows Mobile is coming)
  12. 12. SharePoint Saturday Belgium 2017 • October 21 • Brussels demo EXPENSE REPORT
  13. 13. SharePoint Saturday Belgium 2017 • October 21 • Brussels Complex approvals in Flow
  14. 14. SharePoint Saturday Belgium 2017 • October 21 • Brussels
  15. 15. SharePoint Saturday Belgium 2017 • October 21 • Brussels Approval problems • What do we do if the item (to be approved) is deleted ? • No approval reassignment(->roadmap) • Limitation of Flow : • flow duration = max 30 days • Approval duration = max 30 days ->What if Approval 1 = 20 days & Approval 2 = 15 days ? • However (great) Approval history is perpetual
  16. 16. SharePoint Saturday Belgium 2017 • October 21 • Brussels Limitations • 250 actions/flow ->create nested flows • SharePoint • No custom form to start a workflow -> soon • Limitation when more than 5000 items in a list? • The flow cannot run with the security context of the user ->roadmap • No OOB site level actions ->roadmap • Cannot OOB change item security ->roadmap • No multiple value ->soon • No taxonomy->soon • No content publishing ->soon • Lookup field pointing to another web ?
  17. 17. SharePoint Saturday Belgium 2017 • October 21 • Brussels Limitations • No out of the box send for review ->soon • No custom input forms for approvers->roadmap • No trigger when a SharePoint item is selected->soon • Flow duration : 30 days ; loops : max 5000 iteration->???
  18. 18. SharePoint Saturday Belgium 2017 • October 21 • Brussels Creating Flows Introduction : the concept Flows and on premises
  19. 19. SharePoint Saturday Belgium 2017 • October 21 • Brussels Flow and data on premises • Install the « on Premises data gateway » (shared between PowerBI, PowerApps and Azure Logic Apps)
  20. 20. SharePoint Saturday Belgium 2017 • October 21 • Brussels demo FLOW & DATA ON PREM
  21. 21. SharePoint Saturday Belgium 2017 • October 21 • Brussels Environment + Data Loss prevention Creating Flows Introduction : the concept Flows and on premises
  22. 22. SharePoint Saturday Belgium 2017 • October 21 • Brussels Environments : compliance • Isolated spaces where Flows/Data are running/stored – Ex HR, Marketing, Production, Legal, DEV, TEST, UAT, PROD… • Different rules (DLP) – Ex marketing can use twitter, Legal and Production cannot • Different regions if needed [Plan 2 for creating Env]
  23. 23. SharePoint Saturday Belgium 2017 • October 21 • Brussels ENVIRONMENTSDEV MARKETING TEST MARKETING UAT MARKETING PROD MARKETING DEV OPERATIONS US TEST OPERATIONS US UAT OPERATIONS US PROD OPERATIONS US US DLP DEV OPERATIONS EUROPE TEST OPERATIONS EUROPE UAT OPERATIONS EUROPE PROD OPERATIONS EUROPE E U DLP
  24. 24. SharePoint Saturday Belgium 2017 • October 21 • Brussels Attention • We can export-import Flows from Env1 to Env2 • We have to recreate the connections (fixed in roadmap) • SharePoint lists based on GUID (! From SharePoint test site to SharePoint prod site !) • On premise data gateway : • Only gateways and only in the default environment • Only HTTP with SharePoint
  25. 25. SharePoint Saturday Belgium 2017 • October 21 • Brussels demo ENVIRONMENTS
  26. 26. SharePoint Saturday Belgium 2017 • October 21 • Brussels Environment + Data Loss prevention Creating Flows Introduction : the concept Flows and on premises Extensibility : communication with the outside world
  27. 27. SharePoint Saturday Belgium 2017 • October 21 • Brussels ➢ Action Request ➢ Custom Connector (REST API described in a Swagger/Open API ) ➢ Action Http PowerApps calls Flow A custom app calls Flow (« Flow as a service ») PowerBI calls Flow (Data Alerts) Flow calls the outside world
  28. 28. SharePoint Saturday Belgium 2017 • October 21 • Brussels demoA CUSTOM APPLICATION CALLS FLOW
  29. 29. SharePoint Saturday Belgium 2017 • October 21 • Brussels demo FLOW CALLS THE OUTSIDE WORLD
  30. 30. SharePoint Saturday Belgium 2017 • October 21 • Brussels PowerBI & Flow FLOW DATA ALERTS DATA SOURCES POWER BI SCHEDULED REFRESH STREAMING DATA LIVE
  31. 31. SharePoint Saturday Belgium 2017 • October 21 • Brussels demo POWERBI & FLOW
  32. 32. SharePoint Saturday Belgium 2017 • October 21 • Brussels Environment + Data Loss prevention Creating Flows Introduction : the concept Flows and on premises Extensibility : communication with the outside world Price & roadmap
  33. 33. SharePoint Saturday Belgium 2017 • October 21 • Brussels
  34. 34. SharePoint Saturday Belgium 2017 • October 21 • Brussels Tarifs: Comparaison
  35. 35. SharePoint Saturday Belgium 2017 • October 21 • Brussels SharePoint Designer Flow Multiple connections to >150 data sources SQL, SP, ODBC & WSDL only ALWAYS Out of box templates <5 100s Workflow & approval history <365 days Perpetual Approvals over mobile + mobile notifications NEVER iOS, Android, Windows Phone + in Outlook. History coming imminently. Loops, Do Until, Switch-case, parallels, variables Yes Yes On-premises support Native Gateway support Extended field types (people, choice, MMS, lookup) Yes People, choice, lookup – Yes new, MMS – coming soon Send email as user or system System only Yes Attachments Yes Yes new
  36. 36. SharePoint Saturday Belgium 2017 • October 21 • Brussels SharePoint Designer Flow Out-of-box send for review Limited Q4CY2017 Reassignment of approvals Yes Q4CY2017 Approval reminders Yes Q4CY2017 Custom input forms for approvers Yes Q4CY2017 Document library CI-CO, approve Yes Future Approver impersonation Via permission elevation Future Site level actions Yes Future Set permissions on an item Yes Future
  37. 37. SharePoint Saturday Belgium 2017 • October 21 • Brussels Microsoft Flow roadmap - highlights H2 Calendar 2017 Calendar 2018 oExport/import app packages across envs oSPO – “In-the-box” review flows oSPO – use flow for Content Publishing approvals oSPO – people, choice, attachment and multi-values oIn-context in Dynamics 365 oEmbedded Power BI analytics oOffice 365 audit logs oSupport for GDPR compliance oUK deployment oHTML rich text editor oGuides for debugging actions and conditions oGovernment and sovereign clouds deployment oALM – Sandbox environments oALM – Move or copy across environments oLeverage device signals (e.g. Location) oAppSource integration oAzure functions integration
  38. 38. SharePoint Saturday Belgium 2017 • October 21 • Brussels Environment + Data Loss prevention Creating Flows Introduction : the concept Flows and on premises Extensibility : communication with the outside world Price & roadmap Conclusions
  39. 39. SharePoint Saturday Belgium 2017 • October 21 • Brussels Positive • Easy tool • Not just SharePoint (it replaces SPD) • Connections to hundreds of services • Including on prem! • SharePoint Integration is getting better • PowerApps, PowerBI integration • Team Flow is very proactive & delivers
  40. 40. SharePoint Saturday Belgium 2017 • October 21 • Brussels Negative • Young, unknown reliability • No state machines (but we have loops and tests) • Collect feedback weak • SharePoint integration still weak • Flow duration : 30 days, Approval : 30 days • Weak for long business processes
  41. 41. SharePoint Saturday Belgium 2017 • October 21 • Brussels Advices • Keep your forms as simple as possible • Manage the business logic in the workflow • Use environments • Define system accounts for your connections • Limitations • Learn the Logic Apps Workflow Definition Language (WDL) – Read my blog post https://sergeluca.wordpress.com/2017/04/26/using-the-azure- logic-apps-workflow-definition-language-in-microsoft-flow- part-1/
  42. 42. SharePoint Saturday Belgium 2017 • October 21 • Brussels We want more questions : @sergeluca #spsbe
  43. 43. SharePoint Saturday Belgium 2017 • October 21 • Brussels Thank You!
  44. 44. Feedback http://spsbe.be

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