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Make Your Life Easier with Microsoft Flow

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Presentation on theme: "Make Your Life Easier with Microsoft Flow"— Presentation transcript:

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

2

3 SharePoint since 2007. Lightning Tools Global Partner Manager. Digital Nomad. SandyU.com @SandyU SandyUssia

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

5 Get started… http://flow.microsoft.com
Try a template… There are hundreds!

6 Start from a Template… Hundreds available!

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

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

9 Connectors vs Connections

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

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

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

13 Use values from other steps…

14 … and Expressions (formulas)
Add Dynamic content… … and Expressions (formulas) Expression reference:

15 Add Conditions for logic

16 The logic can get fairly elaborate…

17 Add a parallel branch

18 Run After

19 Manage your Flows

20 Click on a Flow to go to its dashboard

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

22 View Flow runs and troubleshoot
Save As Available for Team Flows also as of late June Show Team Flows

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

24 Flow is available on your phone, too!

25 Flow Admin Center For Dynamics 365 & CDS

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

27 Use Flows in PowerApps Available in both web and Studio designers
Now(?) available in web studio also

28 @ mention Trigger and To-Do Connector

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

30 Physical inputs

31 Pricing As of September 2017 Also: Flow Free
(750 runs, 15-minute checks) Pricing As of September 2017 Also see:

32 Resources http://flow.Microsoft.com
Flow Community (forums, blogs) Flow-Community/ct-p/FlowCommunity On my blog (sandyu.com): Flow resources: All Flow posts: Twitter list: Submit ideas for new features to

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


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