Transition Your SharePoint Designer Workflows to Microsoft Flow Daniel Glenn Practice Lead InfoWorks

about me Collaboration Practice Leader at InfoWorks Inc. @DanielGlenn DanielGlenn.com User Group leader

About you Business User / IT Pro / Developer Workflow Experience

agenda Options for SharePoint Workflow Intro to Microsoft Flow Demo Why Migrate to Microsoft Flow Migration Process & Obstacles to Migration Recommendations Q/A

History of SharePoint Workflow Out of the box SharePoint Designer Third-party (K2, Nintex, etc.) Visual Studio Microsoft Flow History of SharePoint Workflow

SharePoint Workflows Approval Collect Feedback Collect Signatures Three-State Publishing Approval

1 2 3 4 5 SharePoint Designer SharePoint designer Flexibility vs built-in workflow 1 Conditional actions 2 Associate with content types 3 Modular actions 4 Webservices 5 SharePoint designer

Business Application Platform Innovation Microsoft Worldwide Partner Conference 2016 7/1/2018 5:40 PM Business Application Platform Innovation Build modern business apps—fast Compose analytics, user experiences, and automation using an integrated set of services from Microsoft. MEASURE ACT AUTOMATE Power users Empower line of business Help power users who understand their business needs best build solutions quickly without writing code. Power BI PowerApps Microsoft Flow Azure Data analytics Azure Analytic Services … Developers Azure AppServices Azure Functions … Azure Logic Apps Azure API Management … Enable developers to extend Leverage Azure platform services to provide capabilities and components for power users. Connect to data across apps and platforms Get more value from your data, whether you use the Common Data Service or integrate your app with existing systems and services. Common Data Service Connectors & Gateways © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Intro to Microsoft Flow

Microsoft Flow helps you work smarter by automating workflow across your apps and services Get notifications Synchronize files Collect data Automate approvals

Integrate the systems you’re already using… even custom APIs.

Get started quickly with hundreds of useful templates

Build your own flows in an easy to use visual designer Sending an Exchange email when a new file is added in Dropbox Authenticate to your Dropbox account. Select folder to monitor PowerApps Authenticate to your O365 account. Build email Subject and Body Choose to include properties from previous step (Dropbox file) to improve relevance Specify Send To email address and additional properties (optional): From, CC, BCC and Importance Connected to johnsharp@hotmail.com

Mobile

Foundational Differences SharePoint Workflow Action is triggered by a SharePoint event Workflows are for the ‘enterprise’ Site Boundaries Copying workflows can be difficult Free Microsoft Flow Trigger events from various service Flows are for enterprise & individual automation Authentication Boundaries Copying Flows is easy Free & Paid subscriptions Foundational Differences Foundational Differences

Demo

2000 runs per month 5-minute checks

Migrate your workflows?

Why move to Microsoft Flow? Connections Updates Creating Portability Support Mobile Why move to Microsoft Flow? Why move to Microsoft Flow?

No easy button No third-party tools Migration Process

Migration Process Document your workflow Revise the workflow Use Visio Involve your business users Revise the workflow Processes change, so should workflows Introduce new functionality or streamline Technical considerations On-prem data interaction requires a data gateway As of now, Flows starts as user who created them Migration Process

Document your workflow Don’t Forget The Users

Obstacles to moving to Microsoft Flow Gaps in functionality 01 Licensing Cost 02 Project Budget / Time 03 Watch the SharePoint Virtual Summit recording - DanielGlenn.com/SPsummit17 Obstacles to moving to Microsoft Flow

Recommendations Have Office 365 Don’t have Office 365 New to SharePoint workflow Start using MS Flow for new workflows Use MS Flow Free plan or get a trial Start in MS Flow Determine ROI for migrating existing workflows Evaluate ROI on subscriptions Recommendations

Questions?

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