automating your tasks with microsoft flow
TRANSCRIPT
Automating Your Tasks With Microsoft Flow
Who is She ? Senior Consultant at CapGemini,Mumbai
8 years of SharePoint experience
MCSD,MCSE,MCSA
Speaker at SharePoint Events
Book – Reporting in TFS
Love Cooking, Dancing and Singing
145countries160,000 +
creators71,000 +
organizations
Secured
Integrated
Fast
Iterative
Easy
Cross-platform
Agenda Overview Building Blocks
Demo Administration
Pricing and Future References
Application Platform (PowerApps, Power BI Embedded, Microsoft Flow) & Common Data Model
Office 365
Microsoft AppSource
Third Party Business Applications
Dynamics 365
Field Service
Sales Customer Service Project Service Automation
Marketing Operations
Azure
Brilliant Cloud Components
Power BI
Cortana Intelligence
Azure IoT
Custom Line-of-Business Applications
Business Application Platform
May 2016June 2016
July 2016August 2016
September 2016
October 2016November 2016
Yeah, Flows in the cloud works smart for your tasks,Like a FLOWer in the farm, refreshes your soul !
The Journey - April 29th !
May 2016June 2016
July 2016August 2016
September 2016
October 2016November 2016
Ways to Use ?
Get Notification
Synchronize files Collect data Automate
Approvals
Get highly important email notification in your mobile sent by your Boss.
Copy files from one drive business to SharePoint team sites.
Integrating tweets with Excel or SQL tables.
Automate the approval process such as moving the document to final folder if its approved.
74 Services to be connected !
And The Template !
New templates are being added every week
Description about template functions
Services require to be signed in
Template statistics
Sharable options
Flow
in Designer !
Trigger
Action
441 Available Templates !Approval Flows
Button Flows
Collecting Data FlowsEmail
Flows Events and Calendar Flows
Mobile Flows
Notification Flows
Productivity Flows
Social Media Flows
Approval Flows
Button Flows
Collecting Data Flows
Email Flows
Events and Calendar Flows
Building Blocks !Connectors
Triggers
Actions
Conditions
Loops
Connectors
Triggers
Actions
Conditions
Yes, not finished yet ! Nested conditio
nals
Apply To Each
Do-Until
Compose string variables
Add comments to steps
Scopes
Nested Conditions
Apply to Each
Do-until Loop
ConnectionsConnections
Connections
Gateways
Gateways
1. Choose Existing Template OR Blank Template
2. Connect
With Services
3.Configure Your Flow
Three Easy Steps !
Demo – Collect SPFest Contributions
“SharePointFest”
1. When new tweet is posted about the your project contribution – Add data in Excel file under One Drive for Business.
2. Excel file called “SharePointFestContributions.xlsx” having predefined columns to store tweets data and team leads mailing list to be used to sent an emails later.
Part 1
1. Tweeted by2. User Description3. User Location4. Tweet Text5. Retweet count6. Link Item7. Mailing list
Store Data
SharePoint FestContributions.xlsx
Flow in Designer – Collect SPFest Contributions:
Demo – Inspirations Of The Week
Approved
Rejected
EntityPopular Inspirations
Mailing ListFrom Excel Sheet
Inform Team Leaders
Store Data
tweet count > 5
1. Every Week Flow sends popular tweets that have re tweet count greater than or equal to 5 to manager for his/her opinion.
2. If approved, then add data ( popular tweets ) into Common Model Data else send the information about rejection to team leaders using mailing list stored in excel file.
Part 2
Flow in Designer –Inspirations Of The Week
Demo – Promote Inspiration
Post a message to group
1. View Popular inspirations in App from Power Apps connected via CDM Entity.2. Store popular data into SharePoint list and post to yammer to convey the inspiration you like within the
organization in specific yammer group “Inspiration of the Week” to promote the contribution.
Part 3Submit to SharePoint List
Flow in Designer – Promote Inspiration
Supported for iPhone and Android devices.
Single Sign-on implementation.
Create, Monitor and Manage the Flow.
Button Flows for repetitive tasks.
Turn on/Off flows.
Mobile Flow
Embed Flow templates to your website/App
Integrate Flow with Power Apps and Power BI
Call Flow on trigger of RESTAPI
Build Flow using custom API
What’s More ?
Embedded Flow Templates
Flow, PowerApps and Power BI Integrations
Call Flow on trigger of RESTAPI
Custom API to use own service
Flow Business Cases
Admin Center
Environments
bContoso Australia
Apps Flows CDM
Easily manage enterprise scale-out of applications and data. Move solutions across environments with packages.
b
Contoso Canada
Contoso Corp.
bContoso Australia
Apps Flows CDMb
Contoso Australia
Apps Flows CDM
Contoso Australia
Apps Flows CDM
bContoso Australia
Apps Flows CDM
Contoso Canada
Apps Flows CDM
DevTest
Prod
DevTest
Prod
bContoso Australia
Apps Flows CDM
Contoso Canadab
Contoso Australia
Apps Flows CDM
Contoso USA
Apps Flows CDM
TestProd
Dev
Roadmap is for general information purposes only and subject to change
Deployments
Environment can be created by Environment administrator.
Use Default environment to connect with on premises data.
Keep resources to be used in the same environment.
Select the same environment where Common Data Service database resides to connect with the same.
Be a maker or pick a different environment to create a flow.
Key factors to create an Environment
Data Groups and Policies
I am a “Business Data Only”
And I am “No Business Data Allowed”
Categorize these services into one of two data groups, "Business data only" and "No business data allowed".
Users will be prevented from creating flows and apps that combine services from the "Business data only" and "No business data allowed" data groups.
Data Groups Categories
Integration Service ?1.Microsoft Flow2.Logic Apps3.Functions4.Web Jobs
Flow is built upon Logic Apps !
Flow is powered by Logic Apps
They have the same workflow designer
Connectors that work in one can also work in the other.
Logic Apps can always do everything that Flow can do
Flow has additional UX / experiences to simplify experience
Uses the public APIs and standard runtime
Flow and Logic apps can be connected to each other via HTTP card.
Flow
Logic apps
Managed APIsor Custom APIs
Uses the Public RESTAPIs for management
Calls into at runtime
DifferencesFlow Logic Apps Functions and Web jobs
Built upon Logic Apps Azure App Service Azure App Service
Audience office workers, business users
IT pros, developers developers
Scenarios Self-service Mission-critical Background Service Creation
Design Tool In-browser, UI only In-browser and Visual Studio In-browser and Visual Studio
DevOps Ad-hoc, develop in production
source control, testing, support, and automation and manageability in Azure Resource Management
Source control, authentication, and monitoring, NuGet and NPM support and manageability in Azure Resource Management
Admin Experience https://flow.microsoft.com https://portal.azure.com https://portal.azure.com
Security Standard practices: data sovereignty, encryption at rest for sensitive data, etc.
Security assurance of Azure: Azure Security, Security Center, audit logs, and more.
Security assurance of Azure: Azure Security, Security Center, audit logs, and more.
Billing and Pricing ?
Flow Free
Flow for Office 365 and Flow for Dynamics 365Flow Plan 1
Flow Plan 2
Generel FeaturesFlow
FreeFlow for Office 365 and Flow for Dynamics 365
Flow Plan 1 - $5.00/user/mo
Flow Plan 2 - $15.00/user/mo
Create unlimited automated workflows and powerful multi-step processesMaximum number of runs per month (per user) 750 2,000 4,500 15,000
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%
Connectivity FeaturesFlow
FreeFlow for Office 365 and Flow for Dynamics 365
Flow Plan 1 - $5.00/user/mo
Flow Plan 2 - $15.00/user/mo
Connect to cloud-based services like Dropbox, Twitter, and Excel
Use premium services like Salesforce and Common Data Service
Access on-premises data using on-premises data gateway
Create custom APIs to connect to your own systems (per user) 1 1 Unlimited Unlimited
Management FeaturesFlow
FreeFlow for Office 365 and Flow for Dynamics 365
Flow Plan 1 - $5.00/user/mo
Flow Plan 2 - $15.00/user/mo
Create environments to deploy your flows (per user) 2
Collaborate with co-workers on flows (coming soon)
View flow usage across your company (coming soon)
Establish company policies regarding the usage of different connections and flows
Microsoft Flow accounts may have up to 50 flows each,15 custom APIs, 20 connections per API and 100 connections total.
External Connection throttling may fail the flow
Too many environments are difficult for users across your organization to share resources.
Flows cannot write to Lookup, Choice, People and Groups, and Taxonomy fields in SharePoint lists.
It does not currently support email addresses ending in .gov and .mil.
Limitations
Support for images, attachments, and multi-value fields
Flow integration for document libraries
Flows for selected items in SharePoint
Enhanced mobile Flow integration
Windows Phone support
Publishing the flow within the organization, co-author the flow and custom groups in DLP
Coming Soon !
SharePoint Workflow Microsoft Flow Complex Business Logic SharePoint Context
Daily Business Process Cloud Context
References - IDescription LinkGetting Started https://flow.microsoft.com/en-us/documentation/getting-started/
Webinars https://flow.microsoft.com/en-us/blog/category/webinars/
Channel 9 1. https://channel9.msdn.com/Events/Ignite/2016/BRK33112. https://channel9.msdn.com/Events/Ignite/2016/BRK2160
YouTube Channel https://www.youtube.com/watch?v=B1QUo3GiO9Y&index=1&list=PL8nfc9haGeb55I9wL9QnWyHp3ctU2_ThF
Flow Updates https://flow.microsoft.com/en-us/blog/category/product-updates/
Mobile App https://www.youtube.com/watch?v=XN5FpyAhbc0&feature=youtu.be
More Help https://flow.microsoft.com/en-us/support/
References - IIDescription LinkEmbed Flow Templates https://flow.microsoft.com/en-us/blog/extend-web-site-application/
Call REST API https://flow.microsoft.com/en-us/blog/call-flow-restapi/
Power BI Integration 1. https://blogs.msdn.microsoft.com/charles_sterling/2016/10/17/how-to-create-and-customize-applications-with-powerapps-with-laura-onu-webinar-1020-10am-pst/
2. https://powerbi.microsoft.com/en-us/documentation/powerbi-service-flow-integration/
Custom API 1. https://flow.microsoft.com/en-us/blog/customapi-walkthrough/2. https://flow.microsoft.com/en-us/documentation/customapi-web-api-tutorial/
Install and Manage Gateways https://flow.microsoft.com/en-us/documentation/gateway-manage/
Environment Regions 1. https://flow.microsoft.com/en-us/documentation/regions-overview/2. http://o365datacentermap.azurewebsites.net/
Flow T-Shirt to flow with the best question
