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aOS Luxembourg
4 décembre 2017
Microsoft Flow Advanced : what you need to
know…Serge Luca , Isabelle Van Campenhoudt
@serg...
aOS Luxembourg
4 décembre 2017
Serge Luca
11 x SharePoint MVP, Brussels
SharePoint since 2002
SP & O365 Architect (Admin, ...
aOS Luxembourg
4 décembre 2017
Isabelle Van Campenhoudt
aOS Luxembourg
4 décembre 2017
Agenda
aOS Luxembourg
4 décembre 2017
Environment + Data Loss prevention
Creating Flows
Introduction : the concept
Flows and on p...
aOS Luxembourg
4 décembre 2017
The context
aOS Luxembourg
4 décembre 2017
Personal productivity
Collaboration : Approval & Review,…
Quickly create (0 code) Business ...
aOS Luxembourg
4 décembre 2017
The context : business Apps
Empower power users
Connect data across apps
More efficient dev...
aOS Luxembourg
4 décembre 2017
Creating Flows
aOS Luxembourg
4 décembre 2017
Creating and managing Flows
Microsoft Account (free) or Office 365 or Dynamics 365 or Flow ...
aOS Luxembourg
4 décembre 2017
Flow templates
aOS Luxembourg
4 décembre 2017
demo
EXPENSE REPORT
aOS Luxembourg
4 décembre 2017
Approval escalation in Flow
aOS Luxembourg
4 décembre 2017
Approval problems…
• What do we do if the item (to be approved) is deleted ?
• What if the ...
aOS Luxembourg
4 décembre 2017
Limitations
• 250 actions/flow ->create nested flows
• SharePoint
• Limitation when more th...
aOS Luxembourg
4 décembre 2017
Limitations
• No out of the box send for review ->soon
• No custom input forms for approver...
aOS Luxembourg
4 décembre 2017
Microsoft Flows and On Premises
aOS Luxembourg
4 décembre 2017
Flow and data on premises
• Install the « on Premises data gateway »
(shared between PowerB...
aOS Luxembourg
4 décembre 2017
demo
FLOW & DATA ON PREM
aOS Luxembourg
4 décembre 2017
Environments
aOS Luxembourg
4 décembre 2017
Environments & compliance
• Isolated spaces where Flows/Data are
running/stored
– Ex HR, Ma...
aOS Luxembourg
4 décembre 2017
ENVIRONMENTSDEV MARKETING
TEST MARKETING
UAT MARKETING
PROD MARKETING
DEV OPERATIONS
US
TES...
aOS Luxembourg
4 décembre 2017
Attention
• We can export-import Flows from Env1 to Env2
• We have to recreate the connecti...
aOS Luxembourg
4 décembre 2017
demo
ENVIRONMENTS
aOS Luxembourg
4 décembre 2017
Extensibility &
Communication with the outside world
aOS Luxembourg
4 décembre 2017
 Action Request
 Action Http
 Custom Connector (REST API described in a Swagger/Open
API...
aOS Luxembourg
4 décembre 2017
PowerBI & Flow
FLOW
DATA ALERTS
DATA SOURCES
POWER BI
SCHEDULED REFRESH
STREAMING DATA
LIVE
aOS Luxembourg
4 décembre 2017
Pricing & roadmap
aOS Luxembourg
4 décembre 2017
aOS Luxembourg
4 décembre 2017
Tarifs: Comparaison
aOS Luxembourg
4 décembre 2017
Conclusions
aOS Luxembourg
4 décembre 2017
Positive
• Easy tool
• Not just SharePoint (it replaces SPD)
• Connections to hundreds of s...
aOS Luxembourg
4 décembre 2017
Negative
• Young, unknown reliability
• No state machines (but we have loops and tests)
• C...
aOS Luxembourg
4 décembre 2017
Advices
• Keep your forms as simple as possible
• Manage the business logic in the workflow...
aOS Luxembourg
4 décembre 2017
Merci à notre sponsor !
Sergeluca@shareql.com
@sergeluca
aOS Luxembourg
4 décembre 2017
SharePoint Designer Flow
Multiple connections to >150 data sources SQL, SP, ODBC & WSDL onl...
aOS Luxembourg
4 décembre 2017
SharePoint Designer Flow
Out-of-box send for review Limited Q4CY2017
Reassignment of approv...
aOS Luxembourg
4 décembre 2017
Microsoft Flow roadmap - highlights
H2 Calendar 2017 Calendar 2018
oExport/import app packa...
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Microsoft Flow : what you need to know before starting a real project

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AOS Luxembourg 2017.
session présentée par Serge Luca et Isabelle Van Campehoudt
Shareql.com

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Microsoft Flow : what you need to know before starting a real project

  1. 1. aOS Luxembourg 4 décembre 2017 Microsoft Flow Advanced : what you need to know…Serge Luca , Isabelle Van Campenhoudt @sergeluca ,@thesqlgrrrl
  2. 2. aOS Luxembourg 4 décembre 2017 Serge Luca 11 x SharePoint MVP, Brussels SharePoint since 2002 SP & O365 Architect (Admin, Dev, governance) Managing partner of www.shareql.com Worked for the MS workflow team Blog: http://sergeluca.wordpress.com/ sergeluca@shareql.com @sergeluca
  3. 3. aOS Luxembourg 4 décembre 2017 Isabelle Van Campenhoudt
  4. 4. aOS Luxembourg 4 décembre 2017 Agenda
  5. 5. aOS Luxembourg 4 décembre 2017 Environment + Data Loss prevention Creating Flows Introduction : the concept Flows and on premises Extensibility : communication with the outside world Price & roadmap Conclusions
  6. 6. aOS Luxembourg 4 décembre 2017 The context
  7. 7. aOS Luxembourg 4 décembre 2017 Personal productivity Collaboration : Approval & Review,… Quickly create (0 code) Business Processes apps “Citizen development” 4 main benefits : Bridge between Applications
  8. 8. aOS Luxembourg 4 décembre 2017 The context : business Apps Empower power users Connect data across apps More efficient developers 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
  9. 9. aOS Luxembourg 4 décembre 2017 Creating Flows
  10. 10. aOS Luxembourg 4 décembre 2017 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 Mobile app (iOS-Android-Windows Mobile)
  11. 11. aOS Luxembourg 4 décembre 2017 Flow templates
  12. 12. aOS Luxembourg 4 décembre 2017 demo EXPENSE REPORT
  13. 13. aOS Luxembourg 4 décembre 2017 Approval escalation in Flow
  14. 14. aOS Luxembourg 4 décembre 2017 Approval problems… • What do we do if the item (to be approved) is deleted ? • What if the flow is cancelled • 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
  15. 15. aOS Luxembourg 4 décembre 2017 Limitations • 250 actions/flow ->create nested flows • SharePoint • Limitation when more than 5000 items in a SharePoint 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 content publishing ->soon • Lookup field pointing to another web ?
  16. 16. aOS Luxembourg 4 décembre 2017 Limitations • No out of the box send for review ->soon • No custom input forms for approvers->roadmap • Flow duration : 30 days ; loops : max 5000 iteration->???
  17. 17. aOS Luxembourg 4 décembre 2017 Microsoft Flows and On Premises
  18. 18. aOS Luxembourg 4 décembre 2017 Flow and data on premises • Install the « on Premises data gateway » (shared between PowerBI, PowerApps and Azure Logic Apps) Not just databases, but also Powershell scripts, files and (recently) : REST API web services
  19. 19. aOS Luxembourg 4 décembre 2017 demo FLOW & DATA ON PREM
  20. 20. aOS Luxembourg 4 décembre 2017 Environments
  21. 21. aOS Luxembourg 4 décembre 2017 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, Legal and Production cannot • Different regions if needed [Plan 2 for creating Env]
  22. 22. aOS Luxembourg 4 décembre 2017 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
  23. 23. aOS Luxembourg 4 décembre 2017 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
  24. 24. aOS Luxembourg 4 décembre 2017 demo ENVIRONMENTS
  25. 25. aOS Luxembourg 4 décembre 2017 Extensibility & Communication with the outside world
  26. 26. aOS Luxembourg 4 décembre 2017  Action Request  Action Http  Custom Connector (REST API described in a Swagger/Open API ) PowerApps calls Flow A custom app calls Flow (« Flow as a service ») PowerBI calls Flow (Data Alerts) Flow calls the outside world
  27. 27. aOS Luxembourg 4 décembre 2017 PowerBI & Flow FLOW DATA ALERTS DATA SOURCES POWER BI SCHEDULED REFRESH STREAMING DATA LIVE
  28. 28. aOS Luxembourg 4 décembre 2017 Pricing & roadmap
  29. 29. aOS Luxembourg 4 décembre 2017
  30. 30. aOS Luxembourg 4 décembre 2017 Tarifs: Comparaison
  31. 31. aOS Luxembourg 4 décembre 2017 Conclusions
  32. 32. aOS Luxembourg 4 décembre 2017 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
  33. 33. aOS Luxembourg 4 décembre 2017 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
  34. 34. aOS Luxembourg 4 décembre 2017 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/
  35. 35. aOS Luxembourg 4 décembre 2017 Merci à notre sponsor ! Sergeluca@shareql.com @sergeluca
  36. 36. aOS Luxembourg 4 décembre 2017 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
  37. 37. aOS Luxembourg 4 décembre 2017 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
  38. 38. aOS Luxembourg 4 décembre 2017 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

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