This document introduces Microsoft Flow and provides an overview of its key features and capabilities. Flow allows users to automate business processes by creating workflows that connect to multiple data sources and services using an intuitive diagram interface. It succeeds SharePoint Designer workflows. The document explains how to get started with Flow by using templates or building workflows from scratch. It also describes the basic structure of a Flow, including triggers, actions, conditions, and parallel branches. Resources for learning more about Flow are provided.

1. Make Your Life Easier
with Microsoft Flow
Work less,
Do more
#SPSSD

3. About Me

4. Why Microsoft Flow?
• Automate business processes (and others!)
• Create Flows using multiple services and data sources
• Intuitive diagram-based interface
• Successor to SharePoint Designer Workflows
Have you tried
Flow?

5. Get started…
http://flow.microsoft.com
Try a template… There are hundreds!
https://us.flow.microsoft.com/en-us/templates/

6. Start from a
Template… Hundreds available!

7. Or start from scratch…
Or start from a
SharePoint list or
library, or OneDrive
for Business…
Watch for terminology
in Flow templates:
Lists have Items
Libraries have Files
Or from a
selected file,
item, or
folder…

8. Plus! Common Data Service and
On-Premises Data Gateway
Connectors for nearly 200
services
Used by both PowerApps and Flow
flow.Microsoft.com
NOTE: Some services
are labeled as Premium
(e.g. Salesforce, CDS)
Where do
you
work?

9. Connectors
vs
Connections

10. Trigger (one)
Action(s)
Optional Conditions
(with further
actions)
Basic
Flow
structure

11. Start with a Trigger
Examples:
• When a new item is created in
a SharePoint list or library
• When a new tweet is posted
containing a particular term
• Flow button on a mobile device
• Triggered from a PowerApp
• On a schedule

12. Perform Actions
Examples:
• Create a SharePoint item or
CDS record
• Post a tweet
• Send a mobile notification
• Interact with PowerApps
• Use the Modern Approvals
experience
• Set a delay

13. Use values from
other steps…

14. Add
Dynamic
content…
… and
Expressions
(formulas)
Expression reference:
https://docs.microsoft.com/en-us/azure/logic-apps/logic-apps-
workflow-definition-language#expressions

15. Add Conditions for logic

16. The logic can get
fairly elaborate…

17. Add a parallel
branch

18. Run After

19. Manage your Flows

20. Click on a Flow to go to its dashboard

21. Analytics is a new feature –
requires a premium Flow
plan

22. View Flow runs and troubleshoot

23. Add people or groups as
other Owners to create a
Team Flow

24. Flow is
available on
your phone,
too!

25. Flow Admin Center
For
Dynamics
365 & CDS

26. Flow
Admin
Center
An Admin can also
manage Flow owners
from here

27. Use Flows in
PowerApps
Available in both
web and Studio
designers

28. @ mention Trigger and
To-Do Connector

29. Flow Launch Panel,
Modern Approvals,
Run-only users

30. Physical inputs

31. Pricing
As of September 2017
Also see: https://flow.microsoft.com/en-us/pricing/#plan-feature-table
Also: Flow Free
(750 runs, 15-
minute checks)

32. Resources
• http://flow.Microsoft.com
• https://docs.microsoft.com/en-us/connectors
• Flow Community (forums, blogs)
https://powerusers.microsoft.com/t5/Microsoft-
Flow-Community/ct-p/FlowCommunity
• On my blog (sandyu.com):
• Flow resources: http://wp.me/p15tM8-tW
• All Flow posts: https://sandyu.com/tag/flow/
• Twitter list:
https://twitter.com/SandyU/lists/powerapps-flow
Submit ideas for new features to
https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

33. Join us right after at The Urge
Socialize and unwind after our day of learning.
Urge Gastropub & Common House
(practically across the street)
255 Redel Road, San Marcos, CA 92078
https://sm.urgegastropub.com/
Thank you for joining us today!
Don’t Forget SharePint