We've heard it all before - SharePoint solutions are dead. SharePoint Designer is deadish. InfoPath is not far behind. So what does all this mean for your workflow and forms solutions in SharePoint Online or your hybrid environment? Over the past couple of years, Microsoft has released a number of new apps and services that that not only fill the gaps, but provide you with great flexibility. This session introduces some of these new technologies, including PowerApps, Forms, Flow, LogicApps, Azure Functions, and Azure WebJobs to name a few and discuss the scenarios to best leverage each of them.

1. Internal Audit, Risk, Business & Technology Consulting
BUSINESS PROCESS AUTOMATION IS
NOT DEAD!
A review of new alternative Office 365-based forms and workflow
solutions
Haniel Croitoru

2. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
THANK YOU!
2
BRONZESILVERGOLDPLATINUM

3. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
ABOUT ME
Haniel Croitoru
I’m passionate about simplifying life
Office 365 MVP | Speaker | Author | Consultant
3

4. HISTORY
FORMS
WORKFLOWS
BUILDING SUCCESS

5. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
WHY AUTOMATE?
How to determine what’s next
5
Grow your Business– allow your employees to work on revenue-generating initiatives
There’s no other option – access to various LOB systems may not be available to individuals
Considerations
Save Time – an automated task will usually run faster than when done manually
Reduce Waste – paper-based processes produce a lot of waste
Reduce Risk – manual data-related tasks are more error prone

6. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
FORMS IN SHAREPOINT
How did we get here
6
Forms Options
• SharePoint Forms
• Excel Services
• InfoPath
• SharePoint Designer
• Custom Development (e.g. Visual Studio)
• Access Database
• 3rd Party

7. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
WORKFLOWS IN SHAREPOINT
How did we get here
7
Workflow Options
• Built-in SharePoint Workflows
• SharePoint Designer
• Custom Development (e.g. Visual Studio)
• 3rd Party

8. HISTORY
FORMS
WORKFLOWS
BUILDING SUCCESS

9. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
SHAREPOINT FORMS AND SURVEYS
Leveraging native SharePoint functionality
10
• Supports multiple field
types
• Surveys support
branching
• Browser-based interface
• Export results to Excel
• Store data directly in
SharePoint lists

10. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
YAMMER POLL
Start with a solid understanding of the current state of the environment
11
• Broadcast single
multiple-choice question
to all group participants
• Results are visualized
directly in the Yammer
group

11. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
EXCEL SURVEYS
Cloud-based forms and survey solution
12
• Created via Excel Online
• Supports multiple
question types with
branching
• Responsive, browser-
based interface
• Allow anonymous users
to submit surveys
• Same person can submit
survey more than once!

12. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
EXCEL SURVEYS
Building Blocks
13
• Seven field types
‒ Text
‒ Paragraph Text
‒ Number (with format)
‒ Date
‒ Time (with format)
‒ Yes/No
‒ Choice
• Configure default
answers

13. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
EXCEL SURVEYS
Reporting
14
• Responses can be
viewed in real-time in the
Excel workbook

14. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
MICROSOFT FORMS
Cloud-based forms and survey solution
15
• Originally created for the
Education community to
deliver online tests
• Supports multiple
question types with
branching
• Responsive, browser-
based interface
• Share within
organization or publicly

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and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
MICROSOFT FORMS
Building blocks
16
• Four field types
‒ Text
‒ Choice
‒ Date
‒ Rating
• Branching

16. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
MICROSOFT FORMS
Quiz-specific functionality
17
• Randomizing responses
• Provide start/end date
for responses
• Scoring of responses

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and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
MICROSOFT FORMS
Managing response and reporting
18
• Review responses online
in real-time

18. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
MICROSOFT FORMS
Managing response and reporting
19
• Export to Excel

19. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
MICROSOFT FORMS
Managing response and reporting
20
• Capture responses using
Microsoft

20. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
POWERAPPS
Your optimal flexibility for forms in Office 365
21
• Highly customizable user
interface
• Mobile first design
• Integrate with many
types of data
sources/destinations
• Use PowerApps as
default form for
SharePoint lists

21. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
POWERAPPS
Elevate your forms to the next level with rich content
22
• Build PowerApps using
web browse
• Incorporate rich media,
such as images, videos,
various UI controls,
charts, and more
• Easily integrate with
device hardware, such
as camera and GPS

22. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
POWERAPPS
Component configurations
23
• Each component is
highly configurable
• Achieve a unique look
and feel

23. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
POWERAPPS
Surface data from many sources using Connectors and Gateways
24
• Leverage over 240
SaaS-based connectors
available
• Microsoft PowerApps
Gateway extends
functionality to on-
premises systems
‒ SharePoint
‒ SQL Server
‒ Oracle
‒ Informix
‒ Filesystem
‒ DB2

24. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
• Azure–based business application platform that enables you to easily build and extend applications with their
business data
• Brings together data from across the Dynamics 365 family of services
• Enables users to focus on building and delivering the apps, insights and process automation using PowerApps,
Power BI, and Microsoft Flow
POWERAPPS
Common Data Service
25

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and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
POWERAPPS
Pricing Model
26
Source:
https://powerapps.microsoft.com/en-us/pricing/

26. HISTORY
FORMS
WORKFLOWS
BUILDING SUCCESS

27. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
WORKFLOWS IN OFFICE 365
28
Microsoft Flow
Azure Logic Apps
Azure Functions
Azure Web Jobs

28. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
MICROSOFT FLOW
Office 365-based visual tool to quickly create workflows
29
• Trigger-driven service
that allows users to
perform actions and
interact with data
• Can be triggered directly
from mobile devices
• Service comes pre-
packaged with many
common workflow
scenarios
• Create Flow templates
• Share Flows with other
users

29. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
MICROSOFT FLOW
Rich Connectors Ecosystem
30
• Over 240 SaaS-based
connectors available
• Microsoft Flow Gateway
extends functionality to
on-premises systems
‒ SharePoint
‒ SQL Server
‒ Oracle
‒ Informix
‒ Filesystem
‒ DB2

30. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
• Expressions provide
additional functionality to
operate on content
‒ String Operations
‒ Collections
‒ Logical Operations
‒ Conversions
‒ Math Operations
‒ Date and Time
Operations
‒ Workflow Operations
‒ URI Parsing
‒ Object specific
Manipulation
MICROSOFT FLOW
Extensibility via Expressions
31

31. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
FLOW
Pricing
32
Source:
https://flow.microsoft.com/en-us/pricing/

32. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
• Azure service that provides the same great features of Microsoft Flow plus integration with
‒ Azure Resource Manager
‒ Azure Portal
‒ PowerShell
‒ xPlat CLI
‒ Visual Studio
‒ Additional connectors
AZURE LOGIC APPS
33
Azure-based visual tool to quickly create workflows

33. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
• Event-driven, compute on-demand service on the Azure platform (PaaS)
• Intended to run small pieces of code, or "functions," in the cloud without worrying about the underlying
infrastructure it’s running on
• Triggered by events or run on scheduled batches in Azure or 3rd party cloud or on-premises systems
• Developer-centric (Level 300)
AZURE FUNCTIONS
Developer-centric service that provides increased flexibility
34

34. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
• A wide range of triggers and connectors allows developers react to events in Azure services
• Data processed by Azure Functions can persist into Azure data services such as Azure storage, Azure SQL DB
and Document DB
AZURE FUNCTIONS
Extend and integrate into other Azure and non-Azure services
35

35. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
• Implement events in
‒ Languages - JavaScript, C#, Python, PHP
‒ Scripting options - Bash, Batch and PowerShell
• Upload and trigger pre-compiled executables
• Support seamless local development and Continuous Integration using services like Visual Studio Team
Services, GitHub and BitBucket
• Developers can monitor and troubleshoot Azure Functions with logging capabilities included in the Azure
Functions experience
• Access and process data from different services
AZURE FUNCTIONS
Robust Developer Experience
36

36. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
• Consumption Plan
‒ Billed on per-second
resource consumption
and executions
‒ Includes a monthly
free grant of 1 million
requests and 400,000
GB-s of resource
consumption per
month
• App Service Plan
AZURE FUNCTIONS
Scalable pricing model
37
https://azure.microsoft.com/en-us/pricing/calculator/?service=functions
https://azure.microsoft.com/en-us/pricing/details/app-service/plans/

37. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
• Managed via the Azure Portal
• Can run either continuous or as a result of a trigger
• WebJobs are developed in Visual Studio
• Requires a VM
• Cost implications if there is no VM host already
AZURE WEBJOBS
Azure App Service to run a program or script in the same context as another app
38

38. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
• Infuse your apps,
websites and bots with
intelligent algorithms to
see, hear, speak,
understand and interpret
your user needs through
natural methods of
communication
AZURE COGNITIVE SERVICES
Azure Cognitive Services can help with further enhancing your business process automation
39
Vision
Language
Speech
Knowledge
Search

39. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
AZURE COGNITIVE SERVICES - VISION
Accurately identify and analyze content within images and videos
40
• Computer Vision
− Image Classification
− Scene and activity recognition in images
− Celebrity and landmark recognition in images
− Optical character recognition (OCR) in images
− Handwriting recognition
• Video Indexer
− Face detection in video
− Object, scene, and activity detection in video
− Metadata, audio, and keyframe extraction and
analysis
• Custom Vision
− Customizable image recognition
• Face
− Face detection in images
− Person Identification in images
− Emotion recognition in images
− Similar face recognition and grouping in
imagesBuilt-in SharePoint Workflows
• Content Moderator
− Explicit or offensive content moderation for images
and videos
− Custom image and text lists to block or allow
matching content
− Tools for including feedback from human
moderators

40. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
AZURE COGNITIVE SERVICES - SPEECH
integrate speech processing and convert spoken language into text or produce natural sounding speech from text
41
• Speech to Text
− Automatic speech recognition and speech
transcription (speech-to-text)
− Customizable speech recognition and speech
transcription (speech-to-text)
− Customizable speech models for unique
vocabularies or accents
• Text to Speech
− Automatic text-to-speech
− Customizable voice fonts for text-to-speech
• Speaker Recognition
− Speaker Identification
− Speaker Verification
• Speech Translation
− Real-time translation
− Automated speech translation
− Customizable translation

41. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
AZURE COGNITIVE SERVICES - LANGUAGE
Understand the meaning of unstructured text or recognize the intent behind a speaker’s utterances
42
• Text Analytics
− Named Entity Recognition
− Key phrase extraction
− Text sentiment analysis
• Bing Spell Check
− Web-scale, multi-lingual spell checking
− Contextual spell checking
• Language Understanding
− Contextual language understanding
• Translator Text
− Automatic language detection
− Automated text translation
− Customizable translation
• Content Moderator
− Explicit or offensive content moderation for images
and videos
− Custom image and text lists to block or allow
matching content
− Tools for including feedback from human
moderators

42. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
AZURE COGNITIVE SERVICES - KNOWLEDGE
Create rich knowledge resources that can be integrated into apps and services with Knowledge services
43
• QnA Maker
− QnA extraction from unstructured text
− Knowledge base creation from collections of Q&As
− Semantic matching for knowledge bases

43. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
AZURE COGNITIVE SERVICES - SEARCH
Harness the power of a web-scale, ad-free search engine with Search to find what you’re looking for in web pages,
images, videos, and news search results.
44
• Bing Web Search
− Ad-free web search
− Safe web search
− Location-aware web search
• Bing Visual Search
− Image identification and classification
− Knowledge acquisition from images
− Identification of similar images
• Bing Custom Search
− Custom search engine creation
− Ad-free custom search results
• Bing Entity Search
− Named entity recognition and
classification
− Knowledge acquisition for named
entities
• Bing Video Search
− Ad-free video search
− Video topic and trend identification
• Bing News Search
− Ad-free news search results
− Trending topic identification
• Bing Image Search
− Ad-free image search
• Bing Autosuggest
− Search query autocomplete
• Bing Local Business Search
− Find local business results in your
place of interest

44. HISTORY
FORMS
WORKFLOWS
BUILDING SUCCESS

45. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
OFFICE 365 WORKFLOW OPTIONS SUMMARY
46
Microsoft Flow Azure Logic Apps Azure Functions Azure WebJobs
Infrastructure
Serverless (does not require VM
Host)
   
Browser support    
Graphics-based UI    
Development
Programming Languages
(JavaScript, C#, Python, PHP)
   
Scripting Languages (Bash, Batch,
PowerShell)
   
Pricing Model Execution-based
Action/Connectors-
based
Consumption Plan/
App Service Plan
VM Hosting

46. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
OFFICE 365 FORM OPTIONS SUMMARY
47
SPO Forms Yammer Forms Excel Surveys PowerApps
Structure
Multi-question     
Variety of question types     
Logic (e.g. branching)     
Default Answers     
Pre-load fields     
User Experience
Browser support     
Dedicated Client App     
Responsive     
Customizable Design     
Anonymous Responses     
Responses
Export Results     
Integrate with Flows     
Usage Cost Free Free Free Free Free Version*
* Limited functionality. Enhanced functionality requires paid subscription

47. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
THANK YOU
Organizers, Sponsors and You
for making this possible.
Let’s continue the conversation
linkedin.com/in/hanielcroitoru
@hcroitoru
haniel.croitoru@protiviti.com
https://agileo365.com
48

48. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not
licensed or registered as a public accounting firm and does not issue opinions on financial statements or
offer attestation services. All registered trademarks are the property of their respective owners.