Downloaded 17 times
Uploaded byDocFluix, LLC
Microsoft flow how, when & why
The document provides an overview of Microsoft Flow, a cloud-based business automation service that integrates various applications and automates workflows through triggers and actions. It discusses primary features, common scenarios, limitations compared to Nintex and SPD, and includes examples of workflows such as creating accounts in Dynamics CRM and Salesforce. The presentation highlights how Flow can enhance productivity while acknowledging current restrictions in its functionality.
More Related Content
![[Webinar] Nuxeo Platform 5.6 Overview](https://cdn.slidesharecdn.com/ss_thumbnails/webinar-nuxeoplatform5-6-overview-120723164147-phpapp02-thumbnail.jpg?width=640&height=640&fit=bounds)
Similar to Microsoft flow how, when & why
Microsoft flow how, when & why
- 1. Tom Castiglia Konica MinoltaBusiness Solutions USA Inc. Microsoft Flow – How, When and Why to use it
- 2. About KMBS >ECM > Microsoft Practice Full Service SharePoint / Office 365 Solution Provider Content Migration Office 365 FastTrack Information Architecture & Taxonomy Design ECM & Records Management Collaboration & Portals Workflow & Online Forms (Nintex, Flow) Custom Development & Branding Gold Cloud Productivity
- 3. About Tom Castiglia… KMBS/ECM– Solution Architect Speaker at various SharePoint Saturday conferences President of the San Diego SharePoint User Group Nintex vTE (virtual Technical Evangelist) @TomCastiglia linkedin.com/in/tomcastiglia slideshare.net/tomcastiglia tcastiglia@kmbs.konicaminolta.us meetup.com/sanspug/
- 4. What is Flow Why& When to use Flow How to use Flow Comparison to Nintex & SPD Current Limitations Agenda
- 5. What is Flow? •A cloud-based, business- automation service • Helps you work smarter by automating workflows across your apps and services • Enables integration with dozens of cloud services and on-premise applications • Features including multiple steps, looping, scopes branching conditions and more • Common Scenarios • Get Notifications • Synchronize Files • Collect Data • Automate Approvals • Released to GA in late 2016
- 6. Primary Features Connectors TriggersActions Templates Conditions Recurrence Scopes Apply to Each Mobile App On-prem Data / Gateway Custom APIs
- 7. Demo Time… Create Accountin Dynamics CRM •Name •Ticker •Website Triggers “Provision New Customer” Flow •Email Approval •Creates new client folder with standard templates in SharePoint library •Creates item New Accounts list (with Name, Ticker, Website) Triggers “Create New Account in Salesforce with NWC” Flow •Triggered by item created in New Account list •Calls NWC with External Start (sends Name, Ticker, Website) Triggers “Create Account in Salesforce” workflow in NWC •Salesforce Create Record action •Sends confirmation email
- 8. TriggersScope • Used togroup related actions together.
- 9. ConnectionsConnections • Access datafrom dozens of cloud services • Connect with on-prem systems like SharePoint and SQL (using data gateway) • Create connections on the fly as you configure actions • Manage connections centrally • Connections are shared with PowerApps
- 10. TriggersTriggers • Used toinitiate a Flow process when something happens • Common Trigger types: • Recurrence – scheduled trigger per interval • Files or items are Created or Modified • Code is checked in or pushed or a build completes (Visual Studio Team Services) • Social Media Posts (Twitter, Facebook, Instagram, Yammer)
- 11. TriggersSharePoint Triggers • File iscreated in a Document Library • Item is created in a List • File is modified from a Document Library • Existing item is modified
- 12. TriggersSteps • Action • Condition •Switch • Apply to Each • Do Until • Scope
- 13. Actions • What theFlow does in response to a Trigger • Like Triggers, Actions are based on connections • Allows passing of data via tokens from the Trigger or other actions into parameters of the action.
- 14. SharePoint Actions • List Folder– Returns list of file objects in a folder • List root folder – Returns list of file objects in the root of a document library • Extract folder – extracts files from a SharePoint folder into a zip file and saves to another SharePoint folder. • Get file content – Gets content of a file by the item Id • Get file content by path - Gets content of a file by the file’s path • Get entity values – Gets possible values for a SharePoint entity
- 15. Condition • Used forbasic “If / Then” branching logic
- 16. TriggersApply to Each •Used to iterate / loop through multiple items in an array. • When adding an action after another action that returns an array, Flow will automatically wrap the action in a Apply to Each.
- 17. TriggersDo Until • Usedto repeat one action until a value is changed • Only supports one nested action • Limited functionality at this time • Better to use Recurrence instead. • Used with Common Data Model only
- 18. Templates Templates Get started quicklywith over a hundred useful templates
- 19. TriggersMobile • Apps for •iPhone • Android • Features • Activity summary • Browse Templates • Button Flows • My Flows • Flow Details • Run History
- 20. Admin Center Data LossPrevention
- 21. TriggersCustom API • Downloadand Save Swagger to .JSON file • Click Gear > Custom API • Click + Create custom API • Upload Swagger file • Upload Icon • Enter Description • Specify Security • Test
- 22. Editions Flow Free Limited to750 “runs” / month No co-authoring, no on-prem connectivity, no SLA Connect to “standard” services only Flow for O365 / Dynamics Included with most O365 and Dynamics SKUs Limited to 2,000 “runs” / month Run count is pooled across all users in the tenant Connect to “standard” services only Flow Plan 1 4,500 “runs” / month Connect to Full premium cloud and on-prem services No Governance or management features Flow Plan 2 15,000 “runs” / month Connect to Full premium cloud and on-prem services Full Governance and management features
- 23. Templates Limitations What Flow doesn’t do …yet Theseare in the Nintex Wheelhouse •Escalation or delegation •Reminders Approvals •String parsing actions •Date conversion •Math Utility Actions •Cannot Query by metadata •Cannot Set or Update metadata Document Libraries •Log to history •Call to start another Flow •Variables and Constants Misc •Reporting on usage, tasks •Limiting user access to specific actions Administration
- 24. Flow vs. Nintex vs. SPD Feature Flow NintexSPD Free X XX External Triggers X X For Each X X X Do Until X X X String Builder / Compose X X X SharePoint Online Integration X XX XX SharePoint 2010/2013/2016 Integration XX XX Pause Actions X X X Templates X X Mobile Admin X Mobile Forms X XX Scheduled Start X X External Connectors X X Task Management (Escalation, delegation, reminders) X Robust Administration X State Machine X Variables X X Parallel actions X X Utility Actions X X Document Metadata Updates X X Modular Design & Re-use XX X Document Generation X
- 25. About Tom Castiglia… KMBS/ECM– Solution Architect Speaker at various SharePoint Saturday conferences President of the San Diego SharePoint User Group Nintex vTE (virtual Technical Evangelist) @TomCastiglia linkedin.com/in/tomcastiglia slideshare.net/tomcastiglia tcastiglia@kmbs.konicaminolta.us meetup.com/sanspug/
- 26.