Prashant G Bhoyar (Microsoft MVP), profile picture
Uploaded byPrashant G Bhoyar (Microsoft MVP)
PDF, PPTX535 views

Microsoft Flow for SharePoint Designer Workflow Professionals-SPFestDC2019

The document outlines the capabilities and features of Microsoft Flow, highlighting its role in automating business processes for SharePoint Designer workflow professionals. It presents the expertise of Melissa Hubbard and Prashant G Bhoyar, both Microsoft MVPs, who specialize in leveraging Flow and SharePoint tools for project management and process automation. The content includes aspects such as flow components, templates, triggers, and best practices for effective implementation.

Embed presentation

Download as PDF, PPTX
1 / 116
2 / 116
3 / 116
4 / 116
5 / 116
6 / 116
7 / 116
8 / 116
9 / 116
10 / 116
11 / 116
12 / 116
13 / 116
14 / 116
15 / 116
16 / 116
17 / 116
18 / 116
19 / 116
20 / 116
21 / 116
22 / 116
23 / 116
24 / 116
25 / 116
26 / 116
27 / 116
28 / 116
29 / 116
30 / 116
31 / 116
32 / 116
33 / 116
34 / 116
35 / 116
36 / 116
37 / 116
38 / 116
39 / 116
40 / 116
41 / 116
42 / 116
43 / 116
44 / 116
45 / 116
46 / 116
47 / 116
48 / 116
49 / 116
50 / 116
51 / 116
52 / 116
53 / 116
54 / 116
55 / 116
56 / 116
57 / 116
58 / 116
59 / 116
60 / 116
61 / 116
62 / 116
63 / 116
64 / 116
65 / 116
66 / 116
67 / 116
68 / 116
69 / 116
70 / 116
71 / 116
72 / 116
73 / 116
74 / 116
75 / 116
76 / 116
77 / 116
78 / 116
79 / 116
80 / 116
81 / 116
82 / 116
83 / 116
84 / 116
85 / 116
86 / 116
87 / 116
88 / 116
89 / 116
90 / 116
91 / 116
92 / 116
93 / 116
94 / 116
95 / 116
96 / 116
97 / 116
98 / 116
99 / 116
100 / 116
101 / 116
102 / 116
103 / 116
104 / 116
105 / 116
106 / 116
107 / 116
108 / 116
109 / 116
110 / 116
111 / 116
112 / 116
113 / 116
114 / 116
115 / 116
116 / 116
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 1 SM @melihubb @pgbhoyar #SharePointFestDCMelissa Hubbard, MVP and Prashant G Bhoyar MVP SharePoint Fest DC 2019, Washington, DC, USA 29 April 2019 WRK106 - Microsoft Flow for SharePoint Designer Workflow Professionals
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 2 SM @melihubb @pgbhoyar #SharePointFestDC About Melissa Melissa Hubbard @melihubb mhubbard@withum.com Project Manager, Microsoft MVP Author of Mastering Microsoft Teams. Specializes in simplifying and automating business processes using Flow and SharePoint Designer. Experienced in managing projects throughout the entire lifecycle as well as developing and implementing SharePoint and Office 365 solutions.
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 3 SM @melihubb @pgbhoyar #SharePointFestDC About Prashant Prashant G Bhoyar @pgbhoyar pgbhoyar@gmail.com Solution Architect, Microsoft MVP Author of PowerShell for Office 365. Specializes in simplifying and automating business processes using SharePoint, Office 365 and Azure Architected complex business process automation implementations using SharePoint, Office 365 and Azure
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 4 SM @melihubb @pgbhoyar #SharePointFestDC Join Us At DC Flow User Group!
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 5 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Microsoft MVPs On Staff 4 100+ Microsoft Cloud Deployments (Office 365, Azure, Dynamics, Power BI) 50+Consultants (Project Managers, Business Analysts, Developers, Data Scientists, Engineers, Software Developers, User Experience Designers) 16Years as: Microsoft Gold Partner About Withum Digital
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 6 SM @melihubb @pgbhoyar #SharePointFestDC • What Microsoft Flow Is • Components of a Flow • Templates • Modern SharePoint Built in Flows • Comparison of Flow and SharePoint Designer Workflows • Approval Process Flows • Expressions • How to call SharePoint REST APIs Using Microsoft Flow • How to call Web Services Using Microsoft Flow • Microsoft Flow and Microsoft Graph APIs • Microsoft Flow and Azure Functions • How to trigger Microsoft Flow from a web service • Microsoft Flow Vs Logic Apps • Microsoft Flow Administration • Microsoft Flow Best Practices Agenda
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 7 SM @melihubb @pgbhoyar #SharePointFestDC
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 8 SM @melihubb @pgbhoyar #SharePointFestDC Audience Poll ▪ How many of you are IT pros? ▪ How many of you are business users? ▪ How many of you are Power Users? ▪ How many of you are Developers? ▪ How many of you are using Microsoft Flow? 8
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 9 SM @melihubb @pgbhoyar #SharePointFestDC Housekeeping ▪ A lot of Giveaway : ▪ Mastering Microsoft Teams ( 2 Copies ) ▪ PowerShell for Office 365 ( 2 Copies ) ▪ Drop your business card ▪ Will select the lucky winner at the end of the each break ☺
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 10 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 What Microsoft Flow Is
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 11 SM @melihubb @pgbhoyar #SharePointFestDC Work less, do more
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 12 SM @melihubb @pgbhoyar #SharePointFestDC What Flow Is • Cloud based business process automation service, eventually replacing SharePoint Designer workflows! • Provides user friendly solutions to automate your personal AND organizational business processes and move content across services. • Use content from other platforms to build workflows. • A streamlined version of the Azure LogicApps meant for the everyday business user "Citizen Integrator". • Use Flow templates or start from scratch. • Mobile app that allows for users to track, manage, and create Flows. • BUTTONS!
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 13 SM @melihubb @pgbhoyar #SharePointFestDC Power users who understand their business challenges the best can now quickly build and deliver solutions without writing code.
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 14 SM @melihubb @pgbhoyar #SharePointFestDC Professional developers can now easily extend capabilities for power users and take advantage of rich platform services with the full power of Azure.
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 15 SM @melihubb @pgbhoyar #SharePointFestDC What Flow Does
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 16 SM @melihubb @pgbhoyar #SharePointFestDC PowerApps Power BI Common Data Service for Analytics (CDS for Analytics) Common Data Service for Apps (CDS for Apps) Dynamics 365 Office 365 Standalone Apps Microsoft Flow Business Application Platform Data connectors
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 17 SM @melihubb @pgbhoyar #SharePointFestDC On-Premises Data Gateway
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 18 SM @melihubb @pgbhoyar #SharePointFestDC Benefits ▪ Save time and effort through automation ▪ Accelerate Requests, Content, and Document Review and Approval ▪ Automate processes that tend to interrupt your daily workflow ▪ Citizen Development ▪ Personal Productivity ▪ Integrates with the Microsoft Common Data Model enterprises improving efficiencies with a unified view of business data ▪ Connects with SharePoint on premises allowing you to easily move data out of SharePoint and between site collections ▪ Go mobile! Create and monitor flows from your mobile device
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 19 SM @melihubb @pgbhoyar #SharePointFestDC Limitations ▪ Save time and effort on manual processes through automation ▪ No state machines ▪ 250 actions per flow ▪ Max of 5,000 iterations in Do until and For each actions(100,000 with plan 1) ▪ Cannot change SharePoint item security OOTB ▪ Flow duration is 30 days (can impact lengthy approval processes) ▪ No way to see all flows associated with a SharePoint list or library ▪ No way to see all approval history for a flow
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 20 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Components of a Flow
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 21 SM @melihubb @pgbhoyar #SharePointFestDC Components of a Flow ▪ Connectors ▪ Triggers ▪ Conditions ▪ Actions
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 22 SM @melihubb @pgbhoyar #SharePointFestDC How to access Flow ▪ Office 365 includes Microsoft Flow ▪ Microsoft Flow Portal : https://flow.Microsoft.com ▪ Mobile App
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 23 SM @melihubb @pgbhoyar #SharePointFestDC Connectors ▪ How you connect your services to Microsoft Flow. ▪ A proxy or a wrapper around an API that allows the underlying service to talk to Microsoft Flow. ▪ Connect to on-premises systems via Data Gateway. ▪ Create, connect, and share a custom API.
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 24 SM @melihubb @pgbhoyar #SharePointFestDC Flow Triggers ▪ Triggers are the events that start a workflow when they occur. ▪ Flows can be triggered from an event in any of the services it synchronizes with. ▪ They can be manually triggered based on user action. • From dedicated Flow button • From other apps – PowerApps, SharePoint… ▪ Run flows on a schedule! ▪ Trigger from location – now in preview!
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 25 SM @melihubb @pgbhoyar #SharePointFestDC Flow Actions ▪ An action is a task or job the workflow performs. ▪ Many more actions for Flow than there are for Designer. ▪ The main action words you will see are “Get”, “List”, “Create”, “Edit”, “Post”,. “Update”, “Send”, “Text”, and “Translate” along with the service it pertains to. ▪ You can add multiple actions to the workflow and reorder them by simply dragging them where you want them.
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 26 SM @melihubb @pgbhoyar #SharePointFestDC Flow Conditions ▪ A condition allows the workflow to perform a task(s) only when something is true.
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 27 SM @melihubb @pgbhoyar #SharePointFestDC Flowing data ▪ Data ‘flows’ from each step and is available for all later steps ▪ Use Add Dynamic Content to select outputs from previous steps ▪ Certain outputs show up based on the types of the inputs and outputs Outputs: Outputs:
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 28 SM @melihubb @pgbhoyar #SharePointFestDC More Features ▪ Apply to Each ▪ Do-Until ▪ Expressions ▪ Variables ▪ Nested workflows
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 29 SM @melihubb @pgbhoyar #SharePointFestDC Apply to Each
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 30 SM @melihubb @pgbhoyar #SharePointFestDC Do Until
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 31 SM @melihubb @pgbhoyar #SharePointFestDC Switch
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 32 SM @melihubb @pgbhoyar #SharePointFestDC Delay
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 33 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Templates
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 34 SM @melihubb @pgbhoyar #SharePointFestDC Templates ▪ Great way to get started with Flow and ideas on how to use it. ▪ Search for a flow template by type or service. ▪ Connect with the services necessary. ▪ Make any modifications if needed. ▪ No way to tailor the template gallery for your organization
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 35 SM @melihubb @pgbhoyar #SharePointFestDC Demo Build a Flow From a Template
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 36 SM @melihubb @pgbhoyar #SharePointFestDC Demo Build a Flow Button
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 37 SM @melihubb @pgbhoyar #SharePointFestDC Demo Move a File to Another Library with Flow
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 38 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Built-In SharePoint Flows
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 39 SM @melihubb @pgbhoyar #SharePointFestDC Modern SharePoint Built-In Flows ▪ Request Sign-Off ▪ Content Approval ▪ Page Approval ▪ Set a Reminder
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 40 SM @melihubb @pgbhoyar #SharePointFestDC Demo Configure Built-In SharePoint Flows
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 41 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Microsoft Flow Vs SharePoint Designer 2013 Workflows
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 42 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows Flow SharePoint Designer 2013 Workflows • Create workflows using Office 365 Products/Services, Microsoft Products, Third Party Products • Pay as per the usage • Packaging and deployment • Trigger a Flow on Delete Event • New features are getting added frequently • Create workflows for SharePoint • Free • Manual Option or custom code • Not Available • I don’t expect any new features will get added
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 43 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows Flow SharePoint Designer 2013 Workflows • Part of Business Apps Group ( Dynamics Group) • Part of Office 365 Group
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 44 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : Setup and Installation Flow SharePoint Designer 2013 Workflows • Desktops/Laptops • No installation is required • Need modern browser • Mobile • Need Microsoft Flow App • Need appropriate license • Install 32 bit or 64 bit of SharePoint Designer 2013 • On Premise : • Enable SharePoint Designer Workflow in Central Administration • Office 365 : • SharePoint Designer Workflows needs to be turn on in Office 365 Admin Center
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 45 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows Flow SharePoint Designer 2013 Workflows • Ability to connect data between different SharePoint site collections • Flow use credentials of person who created the connector • Ability to connect data only within the same site collection (without pain) • Workflows use credentials of the initiator in SharePoint (Besides impersonation steps)
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 46 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : Trigger Flow SharePoint Designer 2013 Workflows • Manual • Created/Updated/Deleted • Schedule • Location ( Preview) • Manual • Created/Updated
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 47 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : Duration Flow SharePoint Designer 2013 Workflows • 30 day run limitation • Workaround : Relaunch the Flow using HTTP action • Can run indefinitely
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 48 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : New/Update Item Flow SharePoint Designer 2013 Workflows • Same Trigger for New Item/Item Updated • To differentiate • Check the Created & Modified time stamp • If equal, then Item/File Created • If different, then Item/File updated • Separate Trigger for New Item/Item Updated
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 49 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : Emails Flow SharePoint Designer 2013 Workflows • Email Markup Supported • https://docs.microsoft.com/en- us/flow/approvals-markdown-support • WYSIWWYG Email Editor
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 50 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : State Machine Flow SharePoint Designer 2013 Workflows • Till today, no native support • Workaround : • Use State Machine Flow Patters • Serge Luca : http://bit.ly/SergeLucaStateMachineFlo w • Can create State Machine Workflows in SharePoint 2013 Style Workflows
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 51 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : Troubleshooting Flow SharePoint Designer 2013 Workflows • Much better experience • Resubmit is possible • Often the error messages are misleading
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 52 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : Task OverDue Reminders Flow SharePoint Designer 2013 Workflows • Reminders/Escalation Programmable • Overdue Reminder Option
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 53 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : Monitoring Flow SharePoint Designer 2013 Workflows • No easy way to see the Flow per site • Need Premium license for advance features • Can see the workflows per site
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 54 SM @melihubb @pgbhoyar #SharePointFestDC Feature Comparison
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 55 SM @melihubb @pgbhoyar #SharePointFestDC Licensing Personal Automation Power Users Friendly Developer Friendly Integration with Third Party Systems Overall SharePoint Designer Workflows Microsoft Flow Comparison of SharePoint Designer Workflows vs. Microsoft Flow The following visualization demonstrates the spectrum of options between the SharePoint Designer Workflows and Microsoft Flow.
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 56 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Approvals
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 57 SM @melihubb @pgbhoyar #SharePointFestDC Approvals • One of most common business process automation scenarios! • Manage the approval processes of documents or content across multiple services. • Can be customized: sequential, parallel, conditions. • Configure whether all people assigned must approve, or anyone from the assigned list can approve.
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 58 SM @melihubb @pgbhoyar #SharePointFestDC Ways to Approve • Email • The approval center • Mobile app • Also can email requestor, reassign, and copy link
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 59 SM @melihubb @pgbhoyar #SharePointFestDC Approval Templates ▪ Pre-made approval flows. ▪ Very easy to configure. ▪ Make modifications if needed.
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 60 SM @melihubb @pgbhoyar #SharePointFestDC Approval Center ▪ View all of your received and sent requests in one location. ▪ View all of your approval history from the beginning of time. ▪ Manage all of your approvals in one location.
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 61 SM @melihubb @pgbhoyar #SharePointFestDC Demo Build a Parallel Approval Flow
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 62 SM @melihubb @pgbhoyar #SharePointFestDC Demo Build a Consecutive Approval Flow
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 63 SM @melihubb @pgbhoyar #SharePointFestDC Demo Build an Approval Flow with a Reminder
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 64 SM @melihubb @pgbhoyar #SharePointFestDC Demo Build an Approval Flow with an Escalation
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 65 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Sharing Flows
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 66 SM @melihubb @pgbhoyar #SharePointFestDC Owners ▪ By default the flow creator is the owner ▪ Owners can create, delete, modify the flows ▪ We can add other owners and office 365 groups
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 67 SM @melihubb @pgbhoyar #SharePointFestDC Owners : SharePoint ▪ If the flow is triggered by a SharePoint list, the list can own the flow ▪ If a SharePoint user can own the list, they can own the flow
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 68 SM @melihubb @pgbhoyar #SharePointFestDC Sharing : Manage Run-Only-Users ▪ If a user is going to manually start a flow ( like from a SharePoint/List document library) the flow must be shared with him ▪ The user must be added in the Manage Run-Only-Users list
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 69 SM @melihubb @pgbhoyar #SharePointFestDC Sharing Manage run-only permissions
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 70 SM @melihubb @pgbhoyar #SharePointFestDC Sharing : button Flows ▪ you can share button flows (buttons) with other users or groups within your organization ▪ In your mobile, select the Buttons panel, click “…” ▪ You can invite other users and share a link
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 71 SM @melihubb @pgbhoyar #SharePointFestDC Copying Flows across tenants ▪ Flow can be exported (as .zip) and reimported in another tenant ▪ Export : ▪ Import:
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 72 SM @melihubb @pgbhoyar #SharePointFestDC Demo Exporting and Importing a Flow
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 73 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Microsoft Flow Advanced Topics
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 74 SM @melihubb @pgbhoyar #SharePointFestDC Microsoft Flow for Developers ▪ Build Custom Connectors • Develop custom connectors to connect to your organization's data and web services through Microsoft Flow ▪ Build Azure Functions • Craft Azure Functions to extend apps with custom server-side logic ▪ Embed Microsoft Flow • Embed Microsoft Flow directly into your website experiences to create integrated solutions, surfacing workflows or processes where people in your organization already do their work 74 Source :https://docs.microsoft.com/en-us/flow/dev-enterprise-intro
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 75 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Expressions
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 76 SM @melihubb @pgbhoyar #SharePointFestDC Using expressions Many reasons to use expressions: Convert types Perform simple, inline calculations like string manipulation or arithmetic, or date/time manipulation Generate data like the current time, a GUID or a random number Handling optional values “If” conditional statements Working with lists
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 77 SM @melihubb @pgbhoyar #SharePointFestDC How to create expressions Add Dynamic Content Action name replace(…)
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 78 SM @melihubb @pgbhoyar #SharePointFestDC Data types and formats Text – aka Strings Normal – 'Example string' Email, URL, phone number, etc… Base64 Binary content Data URI URI component Floating-point number – 9.0 Integer number – 137 Boolean – true or false Array – a list of items Object – a record with key-value pairs XML content
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 79 SM @melihubb @pgbhoyar #SharePointFestDC Handling content conversion • Some conversion is automatic • In some cases, a conversion expression is automatically added by the UI • Other conversions you’ll need to author an expression for directly ▪ The expression is named for the destination type ▪ For example to convert to base 64, use the base64() expression
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 80 SM @melihubb @pgbhoyar #SharePointFestDC Working with strings • Combine strings together with concat() • Take a substring – like LEFT() in Excel • Replace certain parts of a string • Convert casing with toLower() or toUpper() • Find the location of text, or if it starts with or ends with certain text
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 81 SM @melihubb @pgbhoyar #SharePointFestDC Arithmetic Unlike Excel you cannot currently use the arithmetic operators you expect like +, -, *, / Instead you’ll use expressions For example to say X + Y * Z You would write add(X,mul(Y,Z))
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 82 SM @melihubb @pgbhoyar #SharePointFestDC Date and time • addToTime() to add times together • convertTimeZone() to handle local times • formatDateTime() for displaying in emails • dayOfWeek() to extract specific date segments
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 83 SM @melihubb @pgbhoyar #SharePointFestDC Expressions in conditions 1. First, build what you can in the simple mode 2. Then select Edit in advanced mode 3. Finally, enter the expression – use any of the Boolean expressions NOTE: Unlike in Add Dynamic Content, you must begin with the @ character
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 84 SM @melihubb @pgbhoyar #SharePointFestDC What are Arrays? A few different classes of things you may need: Repeat an action over each list item Get a single item from a list Filter a list down Make a list work with a different action
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 85 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 HTTP Connector
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 86 SM @melihubb @pgbhoyar #SharePointFestDC Demo Microsoft Flow & SharePoint REST APIs
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 87 SM @melihubb @pgbhoyar #SharePointFestDC Demo Trigger Microsoft Flow From REST API CALL
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 88 SM @melihubb @pgbhoyar #SharePointFestDC Demo Microsoft Flow and Azure Functions
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 89 SM @melihubb @pgbhoyar #SharePointFestDC Demo Microsoft Flow and Microsoft Graph
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 90 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Flow Pricing
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 91 SM @melihubb @pgbhoyar #SharePointFestDC Flow Pricing – As of April 29th 2019 ☺ Features Free Flow for Office 365 & Flow for Dynamics 365 Flow Plan 1 Flow Plan 2 Create unlimited automated workflows and powerful multi- step processes Maximum number of runs per month (per user) 750 2000 4500 15000 Maximum flow frequency 15 minutes 5 Minutes 3 Minutes 1 Minute Access your flows on native apps for iOS and Android Create flows from thousands of templates available in the public gallery Publish flows to the public gallery SLA Not Available 99.9% 99.9% 99.9% Source :https://flow.microsoft.com/en-us/pricing/
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 92 SM @melihubb @pgbhoyar #SharePointFestDC Flow Pricing – As of April 29th 2019 ☺ Features Free Flow for Office 365 & Flow for Dynamics 365 Flow Plan 1 Flow Plan 2 Connect to Office 365, Dynamics 365, Azure SQL, and other Microsoft services Connect to common cloud-based services like Twitter and Wordpress using standard connectors Connect to line of business services like Salesforce and Oracle using premium connectors Access on-premises data using on-premises data gateway Create custom connectors to connect to your own systems Create environments to deploy your flows ( per user ) Two Invite others to share ownership and run flows View flow usage across your company Establish environment policies regarding the usage of different connections and flows
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 93 SM @melihubb @pgbhoyar #SharePointFestDC Flow Pricing – As of April 29th 2019 ☺ ▪ Flow Free ▪ Flow Plan 1 • USD 5/per user/month ▪ Flow Plan 2 • USD 15/per User/month ▪ For these plans the number of flow runs is aggregated across all users in the company. ▪ If your company exceeds more than the included runs per month per user, you can buy an additional quota of runs per month: • For every additional: 50,000 runs • Added cost / month: USD $40.00 93 Source :https://azure.microsoft.com/en-us/documentation/articles/app-service-logic-what-are-logic- apps/
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 94 SM @melihubb @pgbhoyar #SharePointFestDC Flow Pricing – Latest Changes ▪ Effective February 1, 2019, the following capabilities will only be available with PowerApps and Flow Plan 1 and Plan 2: • Creation and publication of custom connectors in PowerApps and Microsoft Flow • HTTP custom actions integrated into Flow outside SharePoint and OneDrive • Integration of on-premises data through the on-premises data gateway ▪ Customers with active users of these features will get an automatic extension until January 31, 2020 or the expiration of their existing Office 365 subscription term (whichever is longer). ▪ Otherwise, if you have no active usage but still would like to use the features listed above, you can submit a ticket to request an extension via Microsoft Support before January 31, 2019 to ensure uninterrupted service. Extensions will run for twelve months or the expiration of your existing Office 365 subscription term (whichever is longer). ▪ Your ability to request an extension will expire on April 30, 2019. After that, unless previously extended, use of these services will require PowerApps and Flow Plan 1 or Plan 2. 94 Source :https://azure.microsoft.com/en-us/documentation/articles/app-service-logic-what-are-logic- apps/ Source :https://techcommunity.microsoft.com/t5/Office-Retirement-Blog/UPDATED-Updates-to-Microsoft-Flow-and-PowerApps-for-Office-365/ba-p/289589
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 95 SM @melihubb @pgbhoyar #SharePointFestDC Flow Pricing – Latest Changes ▪ Although makers do not require a specific license to create PowerApps and Flows that use custom or premium connectors, users of Apps and Flows that are based on custom or premium connectors require Plan 1 or Plan 2 licenses. ▪ Office 365 users and makers do not require elevated licensing to access Office data from the Graph through Flow. We have key scenarios for Graph exposed to Flow and PowerApps users through our standard Graph connectors. These are available to all Office 365 users. Advanced developers who want to connect to Graph via a raw HTTP call have been able to do so since September 2017 with the premium HTTP with Azure AD connector. This has been a premium connector since its release and we have no plans to change this requirement at this time. ▪ Office 365 users and makers do not require any additional licensing to access on premises data from Power BI through the on premises data gateway; additional licensing is only required for users using PowerApps and Flow against on premises data. ▪ Office 365-licensed users and makers do not require any additional licensing to use HTTP custom actions inside the SharePoint connector. 95 Source :https://azure.microsoft.com/en-us/documentation/articles/app-service-logic-what-are-logic- apps/ Source :https://techcommunity.microsoft.com/t5/Office-Retirement-Blog/UPDATED-Updates-to-Microsoft-Flow-and-PowerApps-for-Office-365/ba-p/289589
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 96 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Microsoft Flow Admin Center
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 97 SM @melihubb @pgbhoyar #SharePointFestDC Microsoft Flow Admin Center ▪ Office 365 Admin Center or ▪ https://admin.flow.Microsoft.com or ▪ https://us.flow.microsft.com -> Settings -> Admin Center ▪ Helps to manage • Data Policies • Environments • User Licenses ( view only) • Quotas • All the flows within the organization 97 Source :https://azure.microsoft.com/en-us/documentation/articles/app-service-logic-what-are-logic- apps/
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 98 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Microsoft Flow and Logic Apps
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 99 SM @melihubb @pgbhoyar #SharePointFestDC Growing up to Logic Apps Each flow can be exported to a Logic Apps template JSON Create a new template deployment to create a Logic app from this template, and select the template JSON
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 100 SM @melihubb @pgbhoyar #SharePointFestDC Microsoft Flow vs. Logic Apps 100 Source :https://azure.microsoft.com/en-us/documentation/articles/app-service-logic-what-are-logic- apps/ Microsoft Flow is a SaaS service for automating workflow across a number of apps and SaaS services!
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 101 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 SharePoint Designer Workflow Migration
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 102 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 SharePoint Designer 2013 Vs Microsoft Flow Vs Nintex
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 103 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Microsoft Flow PowerShell CmdLets
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 104 SM @melihubb @pgbhoyar #SharePointFestDC Microsoft Flow PowerShell CmdLets ▪ https://docs.microsoft.com/powerapps/administrator/powerapps- powershell ▪ User ( Maker ) Capabilities • Read environments • Read, update, and delete a flow • Read, update, and delete flow permissions • Read and respond to flow approvals • Read and delete connections • Read, update, and delete connection permissions • Read and delete a custom connector
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 105 SM @melihubb @pgbhoyar #SharePointFestDC Microsoft Flow PowerShell CmdLets ▪ Tenant Administration Capabilities • Read and delete environments • Read, update, and delete environment permissions (does not work in environment with CDS for Apps) • Read, update, and delete flows • Read and delete connections • Read, update, and delete connection permissions • Read and delete custom connectors • Read, update, and delete custom connector permissions • Read & delete Microsoft Flow user details settings • Create, read, update & delete data loss prevention policies for your organization
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 106 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Microsoft Flow Best Practices
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 107 SM @melihubb @pgbhoyar #SharePointFestDC Microsoft Flow Best Practices ▪ Naming Convention for Flows • Use the naming convention that works best for you and your organization • For example, Connector + Site + List or Library + ListName + Purpose ▪ Name the actions ▪ Add Comments ▪ Add owners -> Convert to Team Flows ▪ Use Service Account ▪ Use SharePoint groups to assign the tasks/send emails instead of individual users
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 108 SM @melihubb @pgbhoyar #SharePointFestDC Microsoft Flow Best Practices ▪ Specify appropriate condition for trigger • Avoid infinite loop ▪ If possible Break down the Flow in multiple Flows • Helps a lot in development and maintenance • Maximum duration of a flow run is 30 days ▪ Have flow chart of the Flow handy • Microsoft Visio - Recommended • Pen and Paper works too ☺
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 109 SM @melihubb @pgbhoyar #SharePointFestDC ▪ Sign up for Office 365 Developer Program at http://dev.office.com/ ▪ Get 1 year of Office 365 subscription for free ▪ Excellent for personal development use ▪ 1 Month Trial ▪ https://products.office.com/en- us/business/compare-office-365- for-business-plans 109 How to get personal Office 365 Developer Tenant?
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 110 SM @melihubb @pgbhoyar #SharePointFestDC How to learn Flow
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 111 SM @melihubb @pgbhoyar #SharePointFestDC How to learn Flow https://flow.microsoft.com/en-us/blog/microsoft-flow-learning-resources-materials/
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 112 SM @melihubb @pgbhoyar #SharePointFestDC Key Takeaways ▪ Hopefully the contents we covered today made you to explore Microsoft Flow and you will go home and play with it ☺ ▪ Sign up for Developer Program using https://dev.office.com/
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 113 SM @melihubb @pgbhoyar #SharePointFestDC Recap ▪ What Microsoft Flow Is ▪ Components of a Flow ▪ Templates ▪ Modern SharePoint Built in Flows ▪ Comparison of Flow and SharePoint Designer Workflows ▪ Approval Process Flows ▪ Expressions ▪ How to call SharePoint REST APIs Using Microsoft Flow ▪ How to call Web Services Using Microsoft Flow ▪ Microsoft Flow and Microsoft Graph APIs ▪ Microsoft Flow and Azure Functions ▪ How to trigger Microsoft Flow from a web service ▪ Microsoft Flow Vs Logic Apps ▪ Microsoft Flow Administration ▪ Microsoft Flow Best Practices 113
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 114 SM @melihubb @pgbhoyar #SharePointFestDC References ▪ https://docs.microsoft.com/en-us/flow/ ▪ https://flow.microsoft.com/en-us/pricing/ ▪ https://docs.microsoft.com/en-us/azure/azure-functions/functions- compare-logic-apps-ms-flow-webjobs ▪ https://docs.microsoft.com/en-us/flow/approvals-markdown-support ▪ https://www.youtube.com/channel/UClBCcDTylJUzvP8sycg6pEA ▪ https://www.youtube.com/channel/UCG98S4lL7nwlN8dxSF322bA
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 115 SM @melihubb @pgbhoyar #SharePointFestDC Q&A
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 116 SM @melihubb @pgbhoyar #SharePointFestDC Questions? Feedback? Contact US: ▪ Email: ▪ mhubbard@withum.com ▪ pgbhoyar@gmail.com ▪ Feedback : Please provide feedback ▪ Event App ▪ Email Thank You Organizers, Sponsors and You for Making this Possible.

More Related Content

PDF
Getting Started with SharePoint Patterns and Practices Provisioning Engine-SP...
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Microsoft Flow For Developers
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Building Intelligent bots using microsoft bot framework and cognitive service...
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Introduction to AI and Cognitive Services for O365 Devs Azure Bootcamp Reston
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Introduction to AI and Cognitive Services For Microsoft 365 Developers and In...
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Microsoft Bot Framework for SharePoint Developers-SPFestDC2019
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Getting started with Microsoft Graph APIs SP FEST DC 2018
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
AMP - SMX München 2018
byBastian Grimm
 
Getting Started with SharePoint Patterns and Practices Provisioning Engine-SP...
byPrashant G Bhoyar (Microsoft MVP)
 
Microsoft Flow For Developers
byPrashant G Bhoyar (Microsoft MVP)
 
Building Intelligent bots using microsoft bot framework and cognitive service...
byPrashant G Bhoyar (Microsoft MVP)
 
Introduction to AI and Cognitive Services for O365 Devs Azure Bootcamp Reston
byPrashant G Bhoyar (Microsoft MVP)
 
Introduction to AI and Cognitive Services For Microsoft 365 Developers and In...
byPrashant G Bhoyar (Microsoft MVP)
 
Microsoft Bot Framework for SharePoint Developers-SPFestDC2019
byPrashant G Bhoyar (Microsoft MVP)
 
Getting started with Microsoft Graph APIs SP FEST DC 2018
byPrashant G Bhoyar (Microsoft MVP)
 
AMP - SMX München 2018
byBastian Grimm
 

What's hot

PDF
Technical SEO vs. User Experience - Bastian Grimm, Peak Ace AG
byBastian Grimm
 
PPTX
SharePoint Saturday NYC 1/30/10 - Whats New For Developers In Share Point 2010
byGeoff Varosky
 
PPTX
Creating Custom Actions in SharePoint 2010
byGeoff Varosky
 
PPTX
Sps nh deep dive delve fried
byJeff Fried
 
PDF
The need for Speed: Advanced #webperf - SEOday 2018
byBastian Grimm
 
PPTX
Optimization 2020 | Using Edge SEO For Technical Issues ft. Dan Taylor
byDan Taylor
 
PPTX
How to build simple web apps to automate your SEO tasks - BrightonSEO Spring ...
byCharly Wargnier
 
PPTX
SEO for Large Websites
byDominic Woodman
 
PDF
Advanced data-driven technical SEO - SMX London 2019
byBastian Grimm
 
PPTX
Planning and Configuring Extranets in SharePoint 2010
byGeoff Varosky
 
PDF
Hey Googlebot, did you cache that ?
byPetra Kis-Herczegh
 
PDF
How to build an Intranet portal in SharePoint using out of the box features
byGregory Zelfond
 
PDF
Are you there Page Experience? It's Me, DevTools.
byRachel Anderson
 
PDF
Crawling & Indexing for JavaScript Heavy Sites brightonSEO 2021
byDavidSmart53
 
PPTX
Webinar: Key Takeaways from Microsoft Ignite 2019
byWithumDigital
 
PPTX
What's New with Schema and Structured Data - Max Prin - SMX Advanced 2019
byMax Prin
 
PDF
An SEO's Guide to Website Migrations | Faye Watt | BrightonSEO's Advanced Tec...
byFaye Watt
 
PDF
How to Develop Quality Requirements for SharePoint Projects #ILTA13
byDux Raymond Sy
 
PDF
SEO for Large/Enterprise Websites - Data & Tech Side
byDominic Woodman
 
PPTX
20 free SEO Tools you should be using - 20180829
byChristoph C. Cemper
 
Technical SEO vs. User Experience - Bastian Grimm, Peak Ace AG
byBastian Grimm
 
SharePoint Saturday NYC 1/30/10 - Whats New For Developers In Share Point 2010
byGeoff Varosky
 
Creating Custom Actions in SharePoint 2010
byGeoff Varosky
 
Sps nh deep dive delve fried
byJeff Fried
 
The need for Speed: Advanced #webperf - SEOday 2018
byBastian Grimm
 
Optimization 2020 | Using Edge SEO For Technical Issues ft. Dan Taylor
byDan Taylor
 
How to build simple web apps to automate your SEO tasks - BrightonSEO Spring ...
byCharly Wargnier
 
SEO for Large Websites
byDominic Woodman
 
Advanced data-driven technical SEO - SMX London 2019
byBastian Grimm
 
Planning and Configuring Extranets in SharePoint 2010
byGeoff Varosky
 
Hey Googlebot, did you cache that ?
byPetra Kis-Herczegh
 
How to build an Intranet portal in SharePoint using out of the box features
byGregory Zelfond
 
Are you there Page Experience? It's Me, DevTools.
byRachel Anderson
 
Crawling & Indexing for JavaScript Heavy Sites brightonSEO 2021
byDavidSmart53
 
Webinar: Key Takeaways from Microsoft Ignite 2019
byWithumDigital
 
What's New with Schema and Structured Data - Max Prin - SMX Advanced 2019
byMax Prin
 
An SEO's Guide to Website Migrations | Faye Watt | BrightonSEO's Advanced Tec...
byFaye Watt
 
How to Develop Quality Requirements for SharePoint Projects #ILTA13
byDux Raymond Sy
 
SEO for Large/Enterprise Websites - Data & Tech Side
byDominic Woodman
 
20 free SEO Tools you should be using - 20180829
byChristoph C. Cemper
 

Similar to Microsoft Flow for SharePoint Designer Workflow Professionals-SPFestDC2019

PPTX
Microsoft Flow session : tips, pitfalls, warnings to be known before starting...
byserge luca
 
PPTX
Automating your tasks with microsoft flow
byDipti Chhatrapati
 
PPTX
Joel Oleson: Business Process Automation Made Easy in SharePoint and Office 365
byJoel Oleson
 
PDF
Real world Powerapps & Flow-njspug
byStephanie Donahue
 
PPTX
[Luca/Van Campenhoudt] Microsoft Flow Beyone the Limits: Tips, Pitfalls, Patt...
byEuropean Collaboration Summit
 
PPTX
Microsoft Flow best practices European Collaboration Summit 2018
byserge luca
 
PPTX
Getting started with Microsoft Flow
byJayanthi P
 
PPTX
Make Your Life Easier with Microsoft Flow
bySandy Ussia
 
PPTX
Flow like a Rockstar @ SharePoint Saturday The Netherlands
byDaniel Laskewitz
 
PPTX
Microsoft Flow - SharePoint Saturday Paris 2017
byserge luca
 
PDF
B5 - Introduction à Microsoft Flow - Isabelle Van Campenhoudt, Sabrine chouk,...
bySPS Paris
 
PPTX
Improve your productivity with Microsoft Fow - Power to the people
byserge luca
 
PPTX
Flow101 (1).pptx
byDesmondNg38
 
PPTX
Improving your productivity using Microsoft Flow and PowerApps in Office 365
byVignesh Ganesan I Microsoft MVP
 
PDF
SPS Dakar 2018 - Flow et Power Apps - Mohamed Amar Athie
byaOS Community
 
PPTX
Microsoft Flow advanced: tips, pitfalls, problems and warnings to be known be...
byBIWUG
 
PPTX
Microsoft flow best practices SharePoint Saturday Bremen 2019 (Germany)
byserge luca
 
PDF
SPS ABIDJAN 2018 - Flow et PowerApps - Mohamed Amar ATHIE
byaOS Community
 
PPTX
SharePoint wizards - no magic needed, just use Microsoft Flow
byBIWUG
 
PPTX
Microsoft Flow - Easy Desktop Integration
byDaniel Toomey
 
Microsoft Flow session : tips, pitfalls, warnings to be known before starting...
byserge luca
 
Automating your tasks with microsoft flow
byDipti Chhatrapati
 
Joel Oleson: Business Process Automation Made Easy in SharePoint and Office 365
byJoel Oleson
 
Real world Powerapps & Flow-njspug
byStephanie Donahue
 
[Luca/Van Campenhoudt] Microsoft Flow Beyone the Limits: Tips, Pitfalls, Patt...
byEuropean Collaboration Summit
 
Microsoft Flow best practices European Collaboration Summit 2018
byserge luca
 
Getting started with Microsoft Flow
byJayanthi P
 
Make Your Life Easier with Microsoft Flow
bySandy Ussia
 
Flow like a Rockstar @ SharePoint Saturday The Netherlands
byDaniel Laskewitz
 
Microsoft Flow - SharePoint Saturday Paris 2017
byserge luca
 
B5 - Introduction à Microsoft Flow - Isabelle Van Campenhoudt, Sabrine chouk,...
bySPS Paris
 
Improve your productivity with Microsoft Fow - Power to the people
byserge luca
 
Flow101 (1).pptx
byDesmondNg38
 
Improving your productivity using Microsoft Flow and PowerApps in Office 365
byVignesh Ganesan I Microsoft MVP
 
SPS Dakar 2018 - Flow et Power Apps - Mohamed Amar Athie
byaOS Community
 
Microsoft Flow advanced: tips, pitfalls, problems and warnings to be known be...
byBIWUG
 
Microsoft flow best practices SharePoint Saturday Bremen 2019 (Germany)
byserge luca
 
SPS ABIDJAN 2018 - Flow et PowerApps - Mohamed Amar ATHIE
byaOS Community
 
SharePoint wizards - no magic needed, just use Microsoft Flow
byBIWUG
 
Microsoft Flow - Easy Desktop Integration
byDaniel Toomey
 

More from Prashant G Bhoyar (Microsoft MVP)

PDF
Azure Active Directory (Azure AD) for office 365 Developers : SPFestDC 2019
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Azure Active Directory for Office 365 Developers SPFEST DC 2018
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Introduction to AI and Cognitive Services for Office 365 Developers SPFest DC...
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Building Business Applications for Office 365 SharePoint Online using Azure M...
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Getting started with Office 365 SharePoint Online Workflows : SharePoint Fest...
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Getting Started with SharePoint REST APIs in Custom Sharepoint Workflows - SP...
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Getting Started with Office 365 Developers Patterns and Practices Provisionin...
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Getting Started with Microsoft Graph API SPTechCon Washington DC 2017
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Writing Futuristic Workflows in Office 365 SharePoint On Prem 2013 2016 - SPT...
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Getting started with SharePoint REST API in custom SharePoint workflows Resto...
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
SPEngage Raleigh 2017 Azure Active Directory For Office 365 Developers
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Writing Futuristic Workflows in Office 365 SharePoint 2013 2016 on premise
byPrashant G Bhoyar (Microsoft MVP)
 
PPTX
Writing futuristic workflows in office 365 SharePoint 2013 2016 on premise
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
SharePoint Fest Seattle 2017 Getting started with office365 sharepoint online...
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Getting Started With SharePoint REST API in Nintex Workflows for Office 365 I...
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Future Proofing your Workflow Investment How to Develop Maintainable Custom W...
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Building Business Applications in Office 365 SharePoint Online Using Logic Apps
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
How to develop maintainable custom Workflows in Office365 SharePoint online 2...
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
Advanced Office365 Sharepoint online Workflows
byPrashant G Bhoyar (Microsoft MVP)
 
PDF
How to Develop Maintainable Custom Workflows in Office 365 Share Point Online?
byPrashant G Bhoyar (Microsoft MVP)
 
Azure Active Directory (Azure AD) for office 365 Developers : SPFestDC 2019
byPrashant G Bhoyar (Microsoft MVP)
 
Azure Active Directory for Office 365 Developers SPFEST DC 2018
byPrashant G Bhoyar (Microsoft MVP)
 
Introduction to AI and Cognitive Services for Office 365 Developers SPFest DC...
byPrashant G Bhoyar (Microsoft MVP)
 
Building Business Applications for Office 365 SharePoint Online using Azure M...
byPrashant G Bhoyar (Microsoft MVP)
 
Getting started with Office 365 SharePoint Online Workflows : SharePoint Fest...
byPrashant G Bhoyar (Microsoft MVP)
 
Getting Started with SharePoint REST APIs in Custom Sharepoint Workflows - SP...
byPrashant G Bhoyar (Microsoft MVP)
 
Getting Started with Office 365 Developers Patterns and Practices Provisionin...
byPrashant G Bhoyar (Microsoft MVP)
 
Getting Started with Microsoft Graph API SPTechCon Washington DC 2017
byPrashant G Bhoyar (Microsoft MVP)
 
Writing Futuristic Workflows in Office 365 SharePoint On Prem 2013 2016 - SPT...
byPrashant G Bhoyar (Microsoft MVP)
 
Getting started with SharePoint REST API in custom SharePoint workflows Resto...
byPrashant G Bhoyar (Microsoft MVP)
 
SPEngage Raleigh 2017 Azure Active Directory For Office 365 Developers
byPrashant G Bhoyar (Microsoft MVP)
 
Writing Futuristic Workflows in Office 365 SharePoint 2013 2016 on premise
byPrashant G Bhoyar (Microsoft MVP)
 
Writing futuristic workflows in office 365 SharePoint 2013 2016 on premise
byPrashant G Bhoyar (Microsoft MVP)
 
SharePoint Fest Seattle 2017 Getting started with office365 sharepoint online...
byPrashant G Bhoyar (Microsoft MVP)
 
Getting Started With SharePoint REST API in Nintex Workflows for Office 365 I...
byPrashant G Bhoyar (Microsoft MVP)
 
Future Proofing your Workflow Investment How to Develop Maintainable Custom W...
byPrashant G Bhoyar (Microsoft MVP)
 
Building Business Applications in Office 365 SharePoint Online Using Logic Apps
byPrashant G Bhoyar (Microsoft MVP)
 
How to develop maintainable custom Workflows in Office365 SharePoint online 2...
byPrashant G Bhoyar (Microsoft MVP)
 
Advanced Office365 Sharepoint online Workflows
byPrashant G Bhoyar (Microsoft MVP)
 
How to Develop Maintainable Custom Workflows in Office 365 Share Point Online?
byPrashant G Bhoyar (Microsoft MVP)
 

Recently uploaded

PDF
Azure DevOps Services: Complete Guide to DevOps Tools, Automation & End-to-En...
byjohncarterjn
 
PPTX
GraphQL Day Paris 2025 | Bringing DevOps to GraphQL with the Apollo GraphOS O...
byapidays
 
PDF
Taxi App UIUX Design for Seamless Ride Booking
byV3CUBE TECHNOLABS
 
PPTX
Best Digital Marketing Company in Lucknow
bydigitallearning9277
 
PDF
JFokus 2026 - Please pass the salt- Serve up passwords with a side of entropy...
byOrtus Solutions, Corp
 
PDF
Animated Safety Induction: A Smarter Way to Onboard for Workplace Safety
byTECH EHS Solution
 
PDF
MySQL Routing Guidelines: Designing Smarter Query Routing Together
byMiguel Araújo
 
PPTX
SAP S4 HANA Conversion and Migration .pptx
bysabeenakouser
 
PDF
Odoo ERP Implementation Setup: Step-by-Step Process
byShiv Technolabs Pvt. Ltd.
 
PPTX
‘Analyzing Application Logs Using AI’ Webinar
byTier1 app
 
PDF
Project Tracking in Software Project Management
bySahanaBarveen1
 
PDF
eresource Xcel ERP for Maunfacturing - Best Manufacturing ERP for SME
byeresource Infotech Pvt.Ltd
 
PDF
Routing Guidelines: Unlocking Smarter Query Routing in MySQL Architectures
byMiguel Araújo
 
PDF
Metrics, Logs, Traces, and Mayhem_ Introducing an observability adventure gam...
byImma Valls Bernaus
 
PDF
Ready, Set, REST! Introducing MySQL's Built-In REST Service
byMiguel Araújo
 
PDF
SAP ERP to SAP S_4HANA Cloud Private Edition Delta Scope
bychuck78
 
PDF
Doctor On Call App Development for Digital Healthcare.
byV3CUBE TECHNOLABS
 
PDF
On Demand Grocery Delivery App Development
byV3CUBE TECHNOLABS
 
PPTX
Device Repair and Maintenance Management
byAxisTechnolabs
 
PDF
Complete iOS Delivery App Features & Admin Tools
byShiv Technolabs Pvt. Ltd.
 
Azure DevOps Services: Complete Guide to DevOps Tools, Automation & End-to-En...
byjohncarterjn
 
GraphQL Day Paris 2025 | Bringing DevOps to GraphQL with the Apollo GraphOS O...
byapidays
 
Taxi App UIUX Design for Seamless Ride Booking
byV3CUBE TECHNOLABS
 
Best Digital Marketing Company in Lucknow
bydigitallearning9277
 
JFokus 2026 - Please pass the salt- Serve up passwords with a side of entropy...
byOrtus Solutions, Corp
 
Animated Safety Induction: A Smarter Way to Onboard for Workplace Safety
byTECH EHS Solution
 
MySQL Routing Guidelines: Designing Smarter Query Routing Together
byMiguel Araújo
 
SAP S4 HANA Conversion and Migration .pptx
bysabeenakouser
 
Odoo ERP Implementation Setup: Step-by-Step Process
byShiv Technolabs Pvt. Ltd.
 
‘Analyzing Application Logs Using AI’ Webinar
byTier1 app
 
Project Tracking in Software Project Management
bySahanaBarveen1
 
eresource Xcel ERP for Maunfacturing - Best Manufacturing ERP for SME
byeresource Infotech Pvt.Ltd
 
Routing Guidelines: Unlocking Smarter Query Routing in MySQL Architectures
byMiguel Araújo
 
Metrics, Logs, Traces, and Mayhem_ Introducing an observability adventure gam...
byImma Valls Bernaus
 
Ready, Set, REST! Introducing MySQL's Built-In REST Service
byMiguel Araújo
 
SAP ERP to SAP S_4HANA Cloud Private Edition Delta Scope
bychuck78
 
Doctor On Call App Development for Digital Healthcare.
byV3CUBE TECHNOLABS
 
On Demand Grocery Delivery App Development
byV3CUBE TECHNOLABS
 
Device Repair and Maintenance Management
byAxisTechnolabs
 
Complete iOS Delivery App Features & Admin Tools
byShiv Technolabs Pvt. Ltd.
 

Microsoft Flow for SharePoint Designer Workflow Professionals-SPFestDC2019

  • 1.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 1 SM @melihubb @pgbhoyar #SharePointFestDCMelissa Hubbard, MVP and Prashant G Bhoyar MVP SharePoint Fest DC 2019, Washington, DC, USA 29 April 2019 WRK106 - Microsoft Flow for SharePoint Designer Workflow Professionals
  • 2.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 2 SM @melihubb @pgbhoyar #SharePointFestDC About Melissa Melissa Hubbard @melihubb mhubbard@withum.com Project Manager, Microsoft MVP Author of Mastering Microsoft Teams. Specializes in simplifying and automating business processes using Flow and SharePoint Designer. Experienced in managing projects throughout the entire lifecycle as well as developing and implementing SharePoint and Office 365 solutions.
  • 3.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 3 SM @melihubb @pgbhoyar #SharePointFestDC About Prashant Prashant G Bhoyar @pgbhoyar pgbhoyar@gmail.com Solution Architect, Microsoft MVP Author of PowerShell for Office 365. Specializes in simplifying and automating business processes using SharePoint, Office 365 and Azure Architected complex business process automation implementations using SharePoint, Office 365 and Azure
  • 4.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 4 SM @melihubb @pgbhoyar #SharePointFestDC Join Us At DC Flow User Group!
  • 5.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 5 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Microsoft MVPs On Staff 4 100+ Microsoft Cloud Deployments (Office 365, Azure, Dynamics, Power BI) 50+Consultants (Project Managers, Business Analysts, Developers, Data Scientists, Engineers, Software Developers, User Experience Designers) 16Years as: Microsoft Gold Partner About Withum Digital
  • 6.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 6 SM @melihubb @pgbhoyar #SharePointFestDC • What Microsoft Flow Is • Components of a Flow • Templates • Modern SharePoint Built in Flows • Comparison of Flow and SharePoint Designer Workflows • Approval Process Flows • Expressions • How to call SharePoint REST APIs Using Microsoft Flow • How to call Web Services Using Microsoft Flow • Microsoft Flow and Microsoft Graph APIs • Microsoft Flow and Azure Functions • How to trigger Microsoft Flow from a web service • Microsoft Flow Vs Logic Apps • Microsoft Flow Administration • Microsoft Flow Best Practices Agenda
  • 7.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 7 SM @melihubb @pgbhoyar #SharePointFestDC
  • 8.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 8 SM @melihubb @pgbhoyar #SharePointFestDC Audience Poll ▪ How many of you are IT pros? ▪ How many of you are business users? ▪ How many of you are Power Users? ▪ How many of you are Developers? ▪ How many of you are using Microsoft Flow? 8
  • 9.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 9 SM @melihubb @pgbhoyar #SharePointFestDC Housekeeping ▪ A lot of Giveaway : ▪ Mastering Microsoft Teams ( 2 Copies ) ▪ PowerShell for Office 365 ( 2 Copies ) ▪ Drop your business card ▪ Will select the lucky winner at the end of the each break ☺
  • 10.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 10 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 What Microsoft Flow Is
  • 11.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 11 SM @melihubb @pgbhoyar #SharePointFestDC Work less, do more
  • 12.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 12 SM @melihubb @pgbhoyar #SharePointFestDC What Flow Is • Cloud based business process automation service, eventually replacing SharePoint Designer workflows! • Provides user friendly solutions to automate your personal AND organizational business processes and move content across services. • Use content from other platforms to build workflows. • A streamlined version of the Azure LogicApps meant for the everyday business user "Citizen Integrator". • Use Flow templates or start from scratch. • Mobile app that allows for users to track, manage, and create Flows. • BUTTONS!
  • 13.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 13 SM @melihubb @pgbhoyar #SharePointFestDC Power users who understand their business challenges the best can now quickly build and deliver solutions without writing code.
  • 14.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 14 SM @melihubb @pgbhoyar #SharePointFestDC Professional developers can now easily extend capabilities for power users and take advantage of rich platform services with the full power of Azure.
  • 15.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 15 SM @melihubb @pgbhoyar #SharePointFestDC What Flow Does
  • 16.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 16 SM @melihubb @pgbhoyar #SharePointFestDC PowerApps Power BI Common Data Service for Analytics (CDS for Analytics) Common Data Service for Apps (CDS for Apps) Dynamics 365 Office 365 Standalone Apps Microsoft Flow Business Application Platform Data connectors
  • 17.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 17 SM @melihubb @pgbhoyar #SharePointFestDC On-Premises Data Gateway
  • 18.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 18 SM @melihubb @pgbhoyar #SharePointFestDC Benefits ▪ Save time and effort through automation ▪ Accelerate Requests, Content, and Document Review and Approval ▪ Automate processes that tend to interrupt your daily workflow ▪ Citizen Development ▪ Personal Productivity ▪ Integrates with the Microsoft Common Data Model enterprises improving efficiencies with a unified view of business data ▪ Connects with SharePoint on premises allowing you to easily move data out of SharePoint and between site collections ▪ Go mobile! Create and monitor flows from your mobile device
  • 19.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 19 SM @melihubb @pgbhoyar #SharePointFestDC Limitations ▪ Save time and effort on manual processes through automation ▪ No state machines ▪ 250 actions per flow ▪ Max of 5,000 iterations in Do until and For each actions(100,000 with plan 1) ▪ Cannot change SharePoint item security OOTB ▪ Flow duration is 30 days (can impact lengthy approval processes) ▪ No way to see all flows associated with a SharePoint list or library ▪ No way to see all approval history for a flow
  • 20.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 20 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Components of a Flow
  • 21.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 21 SM @melihubb @pgbhoyar #SharePointFestDC Components of a Flow ▪ Connectors ▪ Triggers ▪ Conditions ▪ Actions
  • 22.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 22 SM @melihubb @pgbhoyar #SharePointFestDC How to access Flow ▪ Office 365 includes Microsoft Flow ▪ Microsoft Flow Portal : https://flow.Microsoft.com ▪ Mobile App
  • 23.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 23 SM @melihubb @pgbhoyar #SharePointFestDC Connectors ▪ How you connect your services to Microsoft Flow. ▪ A proxy or a wrapper around an API that allows the underlying service to talk to Microsoft Flow. ▪ Connect to on-premises systems via Data Gateway. ▪ Create, connect, and share a custom API.
  • 24.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 24 SM @melihubb @pgbhoyar #SharePointFestDC Flow Triggers ▪ Triggers are the events that start a workflow when they occur. ▪ Flows can be triggered from an event in any of the services it synchronizes with. ▪ They can be manually triggered based on user action. • From dedicated Flow button • From other apps – PowerApps, SharePoint… ▪ Run flows on a schedule! ▪ Trigger from location – now in preview!
  • 25.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 25 SM @melihubb @pgbhoyar #SharePointFestDC Flow Actions ▪ An action is a task or job the workflow performs. ▪ Many more actions for Flow than there are for Designer. ▪ The main action words you will see are “Get”, “List”, “Create”, “Edit”, “Post”,. “Update”, “Send”, “Text”, and “Translate” along with the service it pertains to. ▪ You can add multiple actions to the workflow and reorder them by simply dragging them where you want them.
  • 26.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 26 SM @melihubb @pgbhoyar #SharePointFestDC Flow Conditions ▪ A condition allows the workflow to perform a task(s) only when something is true.
  • 27.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 27 SM @melihubb @pgbhoyar #SharePointFestDC Flowing data ▪ Data ‘flows’ from each step and is available for all later steps ▪ Use Add Dynamic Content to select outputs from previous steps ▪ Certain outputs show up based on the types of the inputs and outputs Outputs: Outputs:
  • 28.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 28 SM @melihubb @pgbhoyar #SharePointFestDC More Features ▪ Apply to Each ▪ Do-Until ▪ Expressions ▪ Variables ▪ Nested workflows
  • 29.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 29 SM @melihubb @pgbhoyar #SharePointFestDC Apply to Each
  • 30.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 30 SM @melihubb @pgbhoyar #SharePointFestDC Do Until
  • 31.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 31 SM @melihubb @pgbhoyar #SharePointFestDC Switch
  • 32.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 32 SM @melihubb @pgbhoyar #SharePointFestDC Delay
  • 33.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 33 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Templates
  • 34.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 34 SM @melihubb @pgbhoyar #SharePointFestDC Templates ▪ Great way to get started with Flow and ideas on how to use it. ▪ Search for a flow template by type or service. ▪ Connect with the services necessary. ▪ Make any modifications if needed. ▪ No way to tailor the template gallery for your organization
  • 35.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 35 SM @melihubb @pgbhoyar #SharePointFestDC Demo Build a Flow From a Template
  • 36.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 36 SM @melihubb @pgbhoyar #SharePointFestDC Demo Build a Flow Button
  • 37.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 37 SM @melihubb @pgbhoyar #SharePointFestDC Demo Move a File to Another Library with Flow
  • 38.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 38 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Built-In SharePoint Flows
  • 39.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 39 SM @melihubb @pgbhoyar #SharePointFestDC Modern SharePoint Built-In Flows ▪ Request Sign-Off ▪ Content Approval ▪ Page Approval ▪ Set a Reminder
  • 40.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 40 SM @melihubb @pgbhoyar #SharePointFestDC Demo Configure Built-In SharePoint Flows
  • 41.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 41 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Microsoft Flow Vs SharePoint Designer 2013 Workflows
  • 42.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 42 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows Flow SharePoint Designer 2013 Workflows • Create workflows using Office 365 Products/Services, Microsoft Products, Third Party Products • Pay as per the usage • Packaging and deployment • Trigger a Flow on Delete Event • New features are getting added frequently • Create workflows for SharePoint • Free • Manual Option or custom code • Not Available • I don’t expect any new features will get added
  • 43.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 43 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows Flow SharePoint Designer 2013 Workflows • Part of Business Apps Group ( Dynamics Group) • Part of Office 365 Group
  • 44.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 44 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : Setup and Installation Flow SharePoint Designer 2013 Workflows • Desktops/Laptops • No installation is required • Need modern browser • Mobile • Need Microsoft Flow App • Need appropriate license • Install 32 bit or 64 bit of SharePoint Designer 2013 • On Premise : • Enable SharePoint Designer Workflow in Central Administration • Office 365 : • SharePoint Designer Workflows needs to be turn on in Office 365 Admin Center
  • 45.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 45 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows Flow SharePoint Designer 2013 Workflows • Ability to connect data between different SharePoint site collections • Flow use credentials of person who created the connector • Ability to connect data only within the same site collection (without pain) • Workflows use credentials of the initiator in SharePoint (Besides impersonation steps)
  • 46.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 46 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : Trigger Flow SharePoint Designer 2013 Workflows • Manual • Created/Updated/Deleted • Schedule • Location ( Preview) • Manual • Created/Updated
  • 47.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 47 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : Duration Flow SharePoint Designer 2013 Workflows • 30 day run limitation • Workaround : Relaunch the Flow using HTTP action • Can run indefinitely
  • 48.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 48 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : New/Update Item Flow SharePoint Designer 2013 Workflows • Same Trigger for New Item/Item Updated • To differentiate • Check the Created & Modified time stamp • If equal, then Item/File Created • If different, then Item/File updated • Separate Trigger for New Item/Item Updated
  • 49.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 49 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : Emails Flow SharePoint Designer 2013 Workflows • Email Markup Supported • https://docs.microsoft.com/en- us/flow/approvals-markdown-support • WYSIWWYG Email Editor
  • 50.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 50 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : State Machine Flow SharePoint Designer 2013 Workflows • Till today, no native support • Workaround : • Use State Machine Flow Patters • Serge Luca : http://bit.ly/SergeLucaStateMachineFlo w • Can create State Machine Workflows in SharePoint 2013 Style Workflows
  • 51.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 51 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : Troubleshooting Flow SharePoint Designer 2013 Workflows • Much better experience • Resubmit is possible • Often the error messages are misleading
  • 52.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 52 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : Task OverDue Reminders Flow SharePoint Designer 2013 Workflows • Reminders/Escalation Programmable • Overdue Reminder Option
  • 53.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 53 SM @melihubb @pgbhoyar #SharePointFestDC Flow vs SharePoint Designer 2013 Workflows : Monitoring Flow SharePoint Designer 2013 Workflows • No easy way to see the Flow per site • Need Premium license for advance features • Can see the workflows per site
  • 54.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 54 SM @melihubb @pgbhoyar #SharePointFestDC Feature Comparison
  • 55.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 55 SM @melihubb @pgbhoyar #SharePointFestDC Licensing Personal Automation Power Users Friendly Developer Friendly Integration with Third Party Systems Overall SharePoint Designer Workflows Microsoft Flow Comparison of SharePoint Designer Workflows vs. Microsoft Flow The following visualization demonstrates the spectrum of options between the SharePoint Designer Workflows and Microsoft Flow.
  • 56.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 56 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Approvals
  • 57.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 57 SM @melihubb @pgbhoyar #SharePointFestDC Approvals • One of most common business process automation scenarios! • Manage the approval processes of documents or content across multiple services. • Can be customized: sequential, parallel, conditions. • Configure whether all people assigned must approve, or anyone from the assigned list can approve.
  • 58.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 58 SM @melihubb @pgbhoyar #SharePointFestDC Ways to Approve • Email • The approval center • Mobile app • Also can email requestor, reassign, and copy link
  • 59.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 59 SM @melihubb @pgbhoyar #SharePointFestDC Approval Templates ▪ Pre-made approval flows. ▪ Very easy to configure. ▪ Make modifications if needed.
  • 60.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 60 SM @melihubb @pgbhoyar #SharePointFestDC Approval Center ▪ View all of your received and sent requests in one location. ▪ View all of your approval history from the beginning of time. ▪ Manage all of your approvals in one location.
  • 61.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 61 SM @melihubb @pgbhoyar #SharePointFestDC Demo Build a Parallel Approval Flow
  • 62.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 62 SM @melihubb @pgbhoyar #SharePointFestDC Demo Build a Consecutive Approval Flow
  • 63.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 63 SM @melihubb @pgbhoyar #SharePointFestDC Demo Build an Approval Flow with a Reminder
  • 64.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 64 SM @melihubb @pgbhoyar #SharePointFestDC Demo Build an Approval Flow with an Escalation
  • 65.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 65 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Sharing Flows
  • 66.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 66 SM @melihubb @pgbhoyar #SharePointFestDC Owners ▪ By default the flow creator is the owner ▪ Owners can create, delete, modify the flows ▪ We can add other owners and office 365 groups
  • 67.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 67 SM @melihubb @pgbhoyar #SharePointFestDC Owners : SharePoint ▪ If the flow is triggered by a SharePoint list, the list can own the flow ▪ If a SharePoint user can own the list, they can own the flow
  • 68.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 68 SM @melihubb @pgbhoyar #SharePointFestDC Sharing : Manage Run-Only-Users ▪ If a user is going to manually start a flow ( like from a SharePoint/List document library) the flow must be shared with him ▪ The user must be added in the Manage Run-Only-Users list
  • 69.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 69 SM @melihubb @pgbhoyar #SharePointFestDC Sharing Manage run-only permissions
  • 70.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 70 SM @melihubb @pgbhoyar #SharePointFestDC Sharing : button Flows ▪ you can share button flows (buttons) with other users or groups within your organization ▪ In your mobile, select the Buttons panel, click “…” ▪ You can invite other users and share a link
  • 71.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 71 SM @melihubb @pgbhoyar #SharePointFestDC Copying Flows across tenants ▪ Flow can be exported (as .zip) and reimported in another tenant ▪ Export : ▪ Import:
  • 72.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 72 SM @melihubb @pgbhoyar #SharePointFestDC Demo Exporting and Importing a Flow
  • 73.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 73 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Microsoft Flow Advanced Topics
  • 74.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 74 SM @melihubb @pgbhoyar #SharePointFestDC Microsoft Flow for Developers ▪ Build Custom Connectors • Develop custom connectors to connect to your organization's data and web services through Microsoft Flow ▪ Build Azure Functions • Craft Azure Functions to extend apps with custom server-side logic ▪ Embed Microsoft Flow • Embed Microsoft Flow directly into your website experiences to create integrated solutions, surfacing workflows or processes where people in your organization already do their work 74 Source :https://docs.microsoft.com/en-us/flow/dev-enterprise-intro
  • 75.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 75 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Expressions
  • 76.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 76 SM @melihubb @pgbhoyar #SharePointFestDC Using expressions Many reasons to use expressions: Convert types Perform simple, inline calculations like string manipulation or arithmetic, or date/time manipulation Generate data like the current time, a GUID or a random number Handling optional values “If” conditional statements Working with lists
  • 77.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 77 SM @melihubb @pgbhoyar #SharePointFestDC How to create expressions Add Dynamic Content Action name replace(…)
  • 78.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 78 SM @melihubb @pgbhoyar #SharePointFestDC Data types and formats Text – aka Strings Normal – 'Example string' Email, URL, phone number, etc… Base64 Binary content Data URI URI component Floating-point number – 9.0 Integer number – 137 Boolean – true or false Array – a list of items Object – a record with key-value pairs XML content
  • 79.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 79 SM @melihubb @pgbhoyar #SharePointFestDC Handling content conversion • Some conversion is automatic • In some cases, a conversion expression is automatically added by the UI • Other conversions you’ll need to author an expression for directly ▪ The expression is named for the destination type ▪ For example to convert to base 64, use the base64() expression
  • 80.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 80 SM @melihubb @pgbhoyar #SharePointFestDC Working with strings • Combine strings together with concat() • Take a substring – like LEFT() in Excel • Replace certain parts of a string • Convert casing with toLower() or toUpper() • Find the location of text, or if it starts with or ends with certain text
  • 81.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 81 SM @melihubb @pgbhoyar #SharePointFestDC Arithmetic Unlike Excel you cannot currently use the arithmetic operators you expect like +, -, *, / Instead you’ll use expressions For example to say X + Y * Z You would write add(X,mul(Y,Z))
  • 82.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 82 SM @melihubb @pgbhoyar #SharePointFestDC Date and time • addToTime() to add times together • convertTimeZone() to handle local times • formatDateTime() for displaying in emails • dayOfWeek() to extract specific date segments
  • 83.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 83 SM @melihubb @pgbhoyar #SharePointFestDC Expressions in conditions 1. First, build what you can in the simple mode 2. Then select Edit in advanced mode 3. Finally, enter the expression – use any of the Boolean expressions NOTE: Unlike in Add Dynamic Content, you must begin with the @ character
  • 84.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 84 SM @melihubb @pgbhoyar #SharePointFestDC What are Arrays? A few different classes of things you may need: Repeat an action over each list item Get a single item from a list Filter a list down Make a list work with a different action
  • 85.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 85 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 HTTP Connector
  • 86.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 86 SM @melihubb @pgbhoyar #SharePointFestDC Demo Microsoft Flow & SharePoint REST APIs
  • 87.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 87 SM @melihubb @pgbhoyar #SharePointFestDC Demo Trigger Microsoft Flow From REST API CALL
  • 88.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 88 SM @melihubb @pgbhoyar #SharePointFestDC Demo Microsoft Flow and Azure Functions
  • 89.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 89 SM @melihubb @pgbhoyar #SharePointFestDC Demo Microsoft Flow and Microsoft Graph
  • 90.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 90 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Flow Pricing
  • 91.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 91 SM @melihubb @pgbhoyar #SharePointFestDC Flow Pricing – As of April 29th 2019 ☺ Features Free Flow for Office 365 & Flow for Dynamics 365 Flow Plan 1 Flow Plan 2 Create unlimited automated workflows and powerful multi- step processes Maximum number of runs per month (per user) 750 2000 4500 15000 Maximum flow frequency 15 minutes 5 Minutes 3 Minutes 1 Minute Access your flows on native apps for iOS and Android Create flows from thousands of templates available in the public gallery Publish flows to the public gallery SLA Not Available 99.9% 99.9% 99.9% Source :https://flow.microsoft.com/en-us/pricing/
  • 92.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 92 SM @melihubb @pgbhoyar #SharePointFestDC Flow Pricing – As of April 29th 2019 ☺ Features Free Flow for Office 365 & Flow for Dynamics 365 Flow Plan 1 Flow Plan 2 Connect to Office 365, Dynamics 365, Azure SQL, and other Microsoft services Connect to common cloud-based services like Twitter and Wordpress using standard connectors Connect to line of business services like Salesforce and Oracle using premium connectors Access on-premises data using on-premises data gateway Create custom connectors to connect to your own systems Create environments to deploy your flows ( per user ) Two Invite others to share ownership and run flows View flow usage across your company Establish environment policies regarding the usage of different connections and flows
  • 93.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 93 SM @melihubb @pgbhoyar #SharePointFestDC Flow Pricing – As of April 29th 2019 ☺ ▪ Flow Free ▪ Flow Plan 1 • USD 5/per user/month ▪ Flow Plan 2 • USD 15/per User/month ▪ For these plans the number of flow runs is aggregated across all users in the company. ▪ If your company exceeds more than the included runs per month per user, you can buy an additional quota of runs per month: • For every additional: 50,000 runs • Added cost / month: USD $40.00 93 Source :https://azure.microsoft.com/en-us/documentation/articles/app-service-logic-what-are-logic- apps/
  • 94.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 94 SM @melihubb @pgbhoyar #SharePointFestDC Flow Pricing – Latest Changes ▪ Effective February 1, 2019, the following capabilities will only be available with PowerApps and Flow Plan 1 and Plan 2: • Creation and publication of custom connectors in PowerApps and Microsoft Flow • HTTP custom actions integrated into Flow outside SharePoint and OneDrive • Integration of on-premises data through the on-premises data gateway ▪ Customers with active users of these features will get an automatic extension until January 31, 2020 or the expiration of their existing Office 365 subscription term (whichever is longer). ▪ Otherwise, if you have no active usage but still would like to use the features listed above, you can submit a ticket to request an extension via Microsoft Support before January 31, 2019 to ensure uninterrupted service. Extensions will run for twelve months or the expiration of your existing Office 365 subscription term (whichever is longer). ▪ Your ability to request an extension will expire on April 30, 2019. After that, unless previously extended, use of these services will require PowerApps and Flow Plan 1 or Plan 2. 94 Source :https://azure.microsoft.com/en-us/documentation/articles/app-service-logic-what-are-logic- apps/ Source :https://techcommunity.microsoft.com/t5/Office-Retirement-Blog/UPDATED-Updates-to-Microsoft-Flow-and-PowerApps-for-Office-365/ba-p/289589
  • 95.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 95 SM @melihubb @pgbhoyar #SharePointFestDC Flow Pricing – Latest Changes ▪ Although makers do not require a specific license to create PowerApps and Flows that use custom or premium connectors, users of Apps and Flows that are based on custom or premium connectors require Plan 1 or Plan 2 licenses. ▪ Office 365 users and makers do not require elevated licensing to access Office data from the Graph through Flow. We have key scenarios for Graph exposed to Flow and PowerApps users through our standard Graph connectors. These are available to all Office 365 users. Advanced developers who want to connect to Graph via a raw HTTP call have been able to do so since September 2017 with the premium HTTP with Azure AD connector. This has been a premium connector since its release and we have no plans to change this requirement at this time. ▪ Office 365 users and makers do not require any additional licensing to access on premises data from Power BI through the on premises data gateway; additional licensing is only required for users using PowerApps and Flow against on premises data. ▪ Office 365-licensed users and makers do not require any additional licensing to use HTTP custom actions inside the SharePoint connector. 95 Source :https://azure.microsoft.com/en-us/documentation/articles/app-service-logic-what-are-logic- apps/ Source :https://techcommunity.microsoft.com/t5/Office-Retirement-Blog/UPDATED-Updates-to-Microsoft-Flow-and-PowerApps-for-Office-365/ba-p/289589
  • 96.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 96 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Microsoft Flow Admin Center
  • 97.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 97 SM @melihubb @pgbhoyar #SharePointFestDC Microsoft Flow Admin Center ▪ Office 365 Admin Center or ▪ https://admin.flow.Microsoft.com or ▪ https://us.flow.microsft.com -> Settings -> Admin Center ▪ Helps to manage • Data Policies • Environments • User Licenses ( view only) • Quotas • All the flows within the organization 97 Source :https://azure.microsoft.com/en-us/documentation/articles/app-service-logic-what-are-logic- apps/
  • 98.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 98 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Microsoft Flow and Logic Apps
  • 99.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 99 SM @melihubb @pgbhoyar #SharePointFestDC Growing up to Logic Apps Each flow can be exported to a Logic Apps template JSON Create a new template deployment to create a Logic app from this template, and select the template JSON
  • 100.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 100 SM @melihubb @pgbhoyar #SharePointFestDC Microsoft Flow vs. Logic Apps 100 Source :https://azure.microsoft.com/en-us/documentation/articles/app-service-logic-what-are-logic- apps/ Microsoft Flow is a SaaS service for automating workflow across a number of apps and SaaS services!
  • 101.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 101 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 SharePoint Designer Workflow Migration
  • 102.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 102 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 SharePoint Designer 2013 Vs Microsoft Flow Vs Nintex
  • 103.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 103 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Microsoft Flow PowerShell CmdLets
  • 104.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 104 SM @melihubb @pgbhoyar #SharePointFestDC Microsoft Flow PowerShell CmdLets ▪ https://docs.microsoft.com/powerapps/administrator/powerapps- powershell ▪ User ( Maker ) Capabilities • Read environments • Read, update, and delete a flow • Read, update, and delete flow permissions • Read and respond to flow approvals • Read and delete connections • Read, update, and delete connection permissions • Read and delete a custom connector
  • 105.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 105 SM @melihubb @pgbhoyar #SharePointFestDC Microsoft Flow PowerShell CmdLets ▪ Tenant Administration Capabilities • Read and delete environments • Read, update, and delete environment permissions (does not work in environment with CDS for Apps) • Read, update, and delete flows • Read and delete connections • Read, update, and delete connection permissions • Read and delete custom connectors • Read, update, and delete custom connector permissions • Read & delete Microsoft Flow user details settings • Create, read, update & delete data loss prevention policies for your organization
  • 106.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 106 SM @melihubb @pgbhoyar #SharePointFestDC 01010101010101010101010101010010101010101010101010110011110101011000111110000000000000000000000 000000001111101101101101010101010101010101010101010010101010101010101010110011110101011000111110 00000000000000000000000000000111110110110111010101010101010101010101010010101010101010101010110 011110101011000111110000000000000000000000000000001111101101101101010101010101010101010101010010 101010101010101010110011110101011000111110000000000000000000000000000001111101101101101010101010 10101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111 110110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000 00000000000000000011111011011011 Microsoft Flow Best Practices
  • 107.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 107 SM @melihubb @pgbhoyar #SharePointFestDC Microsoft Flow Best Practices ▪ Naming Convention for Flows • Use the naming convention that works best for you and your organization • For example, Connector + Site + List or Library + ListName + Purpose ▪ Name the actions ▪ Add Comments ▪ Add owners -> Convert to Team Flows ▪ Use Service Account ▪ Use SharePoint groups to assign the tasks/send emails instead of individual users
  • 108.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 108 SM @melihubb @pgbhoyar #SharePointFestDC Microsoft Flow Best Practices ▪ Specify appropriate condition for trigger • Avoid infinite loop ▪ If possible Break down the Flow in multiple Flows • Helps a lot in development and maintenance • Maximum duration of a flow run is 30 days ▪ Have flow chart of the Flow handy • Microsoft Visio - Recommended • Pen and Paper works too ☺
  • 109.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 109 SM @melihubb @pgbhoyar #SharePointFestDC ▪ Sign up for Office 365 Developer Program at http://dev.office.com/ ▪ Get 1 year of Office 365 subscription for free ▪ Excellent for personal development use ▪ 1 Month Trial ▪ https://products.office.com/en- us/business/compare-office-365- for-business-plans 109 How to get personal Office 365 Developer Tenant?
  • 110.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 110 SM @melihubb @pgbhoyar #SharePointFestDC How to learn Flow
  • 111.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 111 SM @melihubb @pgbhoyar #SharePointFestDC How to learn Flow https://flow.microsoft.com/en-us/blog/microsoft-flow-learning-resources-materials/
  • 112.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 112 SM @melihubb @pgbhoyar #SharePointFestDC Key Takeaways ▪ Hopefully the contents we covered today made you to explore Microsoft Flow and you will go home and play with it ☺ ▪ Sign up for Developer Program using https://dev.office.com/
  • 113.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 113 SM @melihubb @pgbhoyar #SharePointFestDC Recap ▪ What Microsoft Flow Is ▪ Components of a Flow ▪ Templates ▪ Modern SharePoint Built in Flows ▪ Comparison of Flow and SharePoint Designer Workflows ▪ Approval Process Flows ▪ Expressions ▪ How to call SharePoint REST APIs Using Microsoft Flow ▪ How to call Web Services Using Microsoft Flow ▪ Microsoft Flow and Microsoft Graph APIs ▪ Microsoft Flow and Azure Functions ▪ How to trigger Microsoft Flow from a web service ▪ Microsoft Flow Vs Logic Apps ▪ Microsoft Flow Administration ▪ Microsoft Flow Best Practices 113
  • 114.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 114 SM @melihubb @pgbhoyar #SharePointFestDC References ▪ https://docs.microsoft.com/en-us/flow/ ▪ https://flow.microsoft.com/en-us/pricing/ ▪ https://docs.microsoft.com/en-us/azure/azure-functions/functions- compare-logic-apps-ms-flow-webjobs ▪ https://docs.microsoft.com/en-us/flow/approvals-markdown-support ▪ https://www.youtube.com/channel/UClBCcDTylJUzvP8sycg6pEA ▪ https://www.youtube.com/channel/UCG98S4lL7nwlN8dxSF322bA
  • 115.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 115 SM @melihubb @pgbhoyar #SharePointFestDC Q&A
  • 116.
    WithumSmith+Brown, PC |BE IN A POSITION OF STRENGTH 116 SM @melihubb @pgbhoyar #SharePointFestDC Questions? Feedback? Contact US: ▪ Email: ▪ mhubbard@withum.com ▪ pgbhoyar@gmail.com ▪ Feedback : Please provide feedback ▪ Event App ▪ Email Thank You Organizers, Sponsors and You for Making this Possible.