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Serge Luca aka “Doctor Flow”
Managing Partner at ShareQL
About Serge
12 x SharePoint MVP,
BrusselsSharePoint since 2002
O3...
4
Isabelle Van Campenhoudt
Managing Partner at ShareQL
About Isabelle
6X Data Platform MVP,
BrusselsConsultant, Speaker Trai...
Ask your questions
#FLOWMAINZ
Agenda
Agenda
Agenda
Agenda
8
Agenda
Introduction
The concept
Creating Flows
Flows and
on premises
Environment +
Data Loss
prevention
Extensibility :
...
Agenda
Agenda
Agenda
The Concept
Personal
productivity Collaboration
Citizen
development
Bridge
between
Applications
4 main Benefits
The context-Business Apps
Empower power users
Connect data across apps
More efficient developers
App Services
Service Fabr...
PowerApps & Flow = buildings blocks for
Microsoft ERP & CRM Online (Dynamics
365)
Agenda
Creating Flow
Creating and managing Flows
Microsoft Account (free) or Office 365 or Dynamics 365 or Flow
(paid) or PowerApps (or free ne...
Flow templates
demo
EXPENSE REPORT
Approval problems…
What do we do if the
item (to be approved)
is deleted ?
What if the flow is
cancelled ?
approval
reassi...
Limitations
• Create nested flows
250
actions/flow
• Max 5.000 iterations in Do until
• Max 5.000 iterations in For each (...
Limitation : no state machines
Limitation : no custom approval form
Agenda
Microsoft Flow
and On
Premises
Flow and data on premises/hybrid
• Install the « on Premises data gateway »
(shared between PowerBI, PowerApps and Azure L...
26
SharePoint 2019 and Microsoft
Flow/PowerApps are becoming
good friends !!!
demo
FLOW & DATA ON PREM
Environments
Environments & compliance
Isolated spaces
where Flows/Data
are running/stored
Ex HR, Marketing,
Operations, Legal,
DEV, TE...
ENVIRONMENTSDEV
MARKETING
TEST
MARKETING
UAT
MARKETING
PROD
MARKETING
DEV
OPERATIONS
US TEST
OPERATIONS
US UAT
OPERATIONS
...
Attention
We can export-import
Flows from Env1 to Env2
• We have to recreate the
connections (fixed in roadmap)
• SharePoi...
Extensibility &
Communication with the
outside world
Call – Flow - Called
 Action Request (usually coupled with Response action)
 Action Http (generic)
 Action Send an http...
Power BI & Flow
FLOW
DATA ALERTS
DATA SOURCES
POWER B
I
SCHEDULED REFRESH
STREAMING DATA
LIVE
Pricing &
roadmap
Tarifs: Comparaison
Advices
• Keep your forms as simple as possible
• Manage the business logic in the workflows
• Use environments
• Accounts...
39Calling a long Service (callback)
40
Error
Handling
Conclusions
Room for improvement
Workflow engine
very reliable, but
test the connectors
No state machines
(but we have loops
and switc...
Positive
•Easy tool
Not just
SharePoint (it
replaces SPD)
Connections to
hundreds of
services
Including on
prem!
SharePoin...
Microsoft Flow best practices European Collaboration Summit 2018
Microsoft Flow best practices European Collaboration Summit 2018
Microsoft Flow best practices European Collaboration Summit 2018
Microsoft Flow best practices European Collaboration Summit 2018
Microsoft Flow best practices European Collaboration Summit 2018
Microsoft Flow best practices European Collaboration Summit 2018
Microsoft Flow best practices European Collaboration Summit 2018
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Microsoft Flow best practices European Collaboration Summit 2018

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Microsoft Flow best practices European Collaboration Summit 2018 : patter,s, pitfalls, issues to be known before starting a real Flow project

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Microsoft Flow best practices European Collaboration Summit 2018

  1. 1. Serge Luca aka “Doctor Flow” Managing Partner at ShareQL About Serge 12 x SharePoint MVP, BrusselsSharePoint since 2002 O365 Architect (Admin, Dev, governance) Worked for the .Net MS Workflow Foundation team Blog: http://sergeluca.wordpress.com/ sergeluca@shareql.com @sergeluca SharePoint Flow Dev Architecture Bullshit Professional Skills
  2. 2. 4
  3. 3. Isabelle Van Campenhoudt Managing Partner at ShareQL About Isabelle 6X Data Platform MVP, BrusselsConsultant, Speaker Trainer, PASS Community Leader SQL server since 1999 SharePoint BI & Power BI since it starts Blog: theSQLGrrrl.wordpress.com ivc@shareql.com Twitter: @theSQLgrrrl http://GUSS.pro SQL BI Tuning Architecture Coffee making Professional Skills
  4. 4. Ask your questions #FLOWMAINZ
  5. 5. Agenda Agenda Agenda Agenda
  6. 6. 8 Agenda Introduction The concept Creating Flows Flows and on premises Environment + Data Loss prevention Extensibility : communication with the outside world Price & roadmap
  7. 7. Agenda Agenda Agenda The Concept
  8. 8. Personal productivity Collaboration Citizen development Bridge between Applications 4 main Benefits
  9. 9. The context-Business Apps Empower power users Connect data across apps More efficient developers App Services Service Fabric Azure Functions … Azure functions Graph api SharePoint REST api … SQL Server BI Data analytics Internet of Things (IoT) … Build modern business app fast
  10. 10. PowerApps & Flow = buildings blocks for Microsoft ERP & CRM Online (Dynamics 365)
  11. 11. Agenda Creating Flow
  12. 12. Creating and managing Flows 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 / document library Mobile app (iOS-Android-Windows Mobile)
  13. 13. Flow templates
  14. 14. demo EXPENSE REPORT
  15. 15. Approval problems… What do we do if the item (to be approved) is deleted ? What if the flow is cancelled ? approval reassignment (cannot hide it, does not work with states) Flow limitations : flow duration = max 30 days Approval duration = max 30 days ->What if Approval 1 = 20 days & Approval 2 = 15 days ?
  16. 16. Limitations • Create nested flows 250 actions/flow • Max 5.000 iterations in Do until • Max 5.000 iterations in For each (100.000 in Plan 1)Loops • No OOB site level actions ->roadmap ( new : Send An Http Request To SharePoint ) • Cannot OOB change item security ->roadmap ( new : Send An Http Request To SharePoint ) • SharePoint security model is not Flow security model (roadmap) SharePoint
  17. 17. Limitation : no state machines
  18. 18. Limitation : no custom approval form
  19. 19. Agenda Microsoft Flow and On Premises
  20. 20. Flow and data on premises/hybrid • Install the « on Premises data gateway » (shared between PowerBI, PowerApps and Azure Logic Apps) Not just databases, but also Powershell scripts, files and even REST API web services
  21. 21. 26 SharePoint 2019 and Microsoft Flow/PowerApps are becoming good friends !!!
  22. 22. demo FLOW & DATA ON PREM
  23. 23. Environments
  24. 24. Environments & compliance Isolated spaces where Flows/Data are running/stored Ex HR, Marketing, Operations, Legal, DEV, TEST, UAT, PROD… Different rules (DLP) Ex « Marketing can use twitter, But Legal and Operations cannot » Different regions if needed [Plan 2 for creating & using several Env]
  25. 25. ENVIRONMENTSDEV MARKETING TEST MARKETING UAT MARKETING PROD MARKETING DEV OPERATIONS US TEST OPERATIONS US UAT OPERATIONS US PROD OPERATIONS US U S DL P DEV OPERATIONS EUROPETEST OPERATIONS EUROPEUAT OPERATIONS EUROPE PROD OPERATIONS EUROPE E U DL P
  26. 26. 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 : • Gateways only in the default environment
  27. 27. Extensibility & Communication with the outside world
  28. 28. Call – Flow - Called  Action Request (usually coupled with Response action)  Action Http (generic)  Action Send an http Request to SharePoint  Custom Connector (REST API described in a Swagger/Open API ) PowerApps calls Flow & return info to PowerApps A custom app calls Flow (« Flow as a service ») PowerBI calls Flow (Data Alerts) Flow calls the outside world
  29. 29. Power BI & Flow FLOW DATA ALERTS DATA SOURCES POWER B I SCHEDULED REFRESH STREAMING DATA LIVE
  30. 30. Pricing & roadmap
  31. 31. Tarifs: Comparaison
  32. 32. Advices • Keep your forms as simple as possible • Manage the business logic in the workflows • Use environments • Accounts : • For Enterprise workflows define system accounts for your connections • For personal workflows use personal accounts • Limitations • Create state machines if several levels of approval • Manage errors (see pattern) • Manage very long calls (see pattern ) • Powershell Cmdlets to help for Management & GDPR
  33. 33. 39Calling a long Service (callback)
  34. 34. 40 Error Handling
  35. 35. Conclusions
  36. 36. Room for improvement Workflow engine very reliable, but test the connectors No state machines (but we have loops and switch) Approval forms cannot be customized JSON knowledge could be required (but less and less…) Flow duration : 30 days, Approval : 30 days • Weak for long business processes ! Expressions : powerful, but steep learning curve
  37. 37. 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 The Team Flow is very proactive & delivers

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