Introduction to Office365 Forms and Flow SharePoint Saturday Introduction to Office365 Forms and Flow

Who am I? Paras Vinod Dodhia 15+ Years in Technology, Business Process Improvement Today: Team Lead, SharePoint Support (with KPMG Canada) LinkedIn: https://www.linkedin.com/in/mindlab/ Blog: https://blog.dodhia.co Email: paras@dodhia.co

What is the big deal about Office365 Forms and Flow? 11/9/2018 8:04 AM What is the big deal about Office365 Forms and Flow? © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Why Office365 Forms and Flow? Most business processes require a form and a workflow Already part of the Office365 tool chest - No, extra investment required It’s not meant as a replacement for SharePoint Designer Workflow and InfoPath – PowerApps is the potential replacement tool for InfoPath Saves time – no lengthy development and deployment cycles Scalable – Flow connectors allow the possibility to integrate with a diverse set of APPs Reduce risk and errors – workflows eliminate the chance for human error Increase Productivity

Licensing Model for Office365 Forms and Flow Office365 Forms and Flow is available for the following subscriptions: Business Essentials Business Premium and Enterprise E1, E3, and E5 plans. It also is available for Enterprise E4 customers before their plan retired.

11/9/2018 8:04 AM Forms © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

What Is Office365 Forms? Office365 Forms is a simple, lightweight app that lets you easily create surveys, quizzes, and polls. In educational institutions, it can be used to create quizzes, collect feedback from teachers and parents, or plan class and staff activities. In business organizations, it can be used to collect customer feedback, measure employee satisfaction, improve your product or business, or organize company events.

Who can use Office365 Forms? Microsoft Forms is generally available in all Office 365 Education suite licensing: Office 365 Education, Office 365 Education Plus, and Office 365 Education E5, as well as existing customers who purchased E3 prior to its retirement. Microsoft Forms is available in Preview in the following Office 365 commercial suites: Office 365 Business Essentials, Office 365 Business Premium, and Office 365 Enterprise E1, E3, and E5 plans. Microsoft Forms is also available to existing Office 365 Enterprise E4 customers who purchased E4 before its retirement.

Who can use Office365 Forms? Microsoft Forms is generally available in all Office 365 Education suite licensing: Office 365 Education, Office 365 Education Plus, and Office 365 Education E5, as well as existing customers who purchased E3 prior to its retirement. Microsoft Forms is available in Preview in the following Office 365 commercial suites: Office 365 Business Essentials, Office 365 Business Premium, and Office 365 Enterprise E1, E3, and E5 plans. Microsoft Forms is also available to existing Office 365 Enterprise E4 customers who purchased E4 before its retirement.

Quick Facts You can receive up to 5,000 responses. If you require more, we recommend exporting existing responses to an Excel workbook, and then clearing these from your survey or quiz. This will enable you to collect more responses once cleared. You can create and share a link to allow others to reuse surveys or quizzes you have created. Microsoft Forms is available to use on desktop and mobile browsers, ensuring a broad audience can respond to your survey or quiz without having to download a separate app. Microsoft Forms is optimized for Internet Explorer 10+, Edge, Chrome (latest version), Firefox (latest version), Chrome on Android (latest version), and Safari on iOS (latest version). Microsoft Forms data is stored on servers in the United States and Europe. All data is located in the United States, except for European-based tenants who started using Microsoft Forms after May 2017. Their data is stored on servers in Europe. This is not the end for InfoPath.

The Benefits of Forms It is easy to use and configure quiz, survey to collect the data. Also, it has the capability to generate a report using real-time analytics. It’s easy to integrate with other Office 365 services. Microsoft Forms can be customized and embedded on any other web page, blogger website. Microsoft Forms can be shared with anonymous users to collect data. Also, results can be shared. It has features to modified and delete forms data easily. It allows creating duplicate forms using existing one Microsoft Forms data is secure as it follows Office 365 compliance rules.

Forms connector for Flow Get Notifications Using Forms and Flow, you can receive email, push or text notifications when new survey responses are submitted. You can also notify your team by posting the response to your channel on Teams, Yammer or Slack.

Forms connector for Flow Collect Data You can route the response to your favorite database service or create a new record in Google Sheet or Excel. 

Forms connector for Flow Act You can create workflows to automate tasks based on the information received from a user (the responder). For example, imagine that you create a leave form for folks to submit a time off request. Now you can setup an approval flow that will send an email to management each time a request is submitted. They can then approve or reject this request to process your leave.

11/9/2018 8:04 AM Flow © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft Flow helps non-developers work smarter by automating workflows across apps and services Get notifications Copy files Collect data Automate approvals

What makes up a Flow? Example: Notification Flow Trigger–the event that kicks off the flow: Manually On a schedule On an event in the cloud Actions–what the flow does Uses data from the trigger

Templates help users to get started

11/9/2018 8:04 AM Flow Connectors © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

A connector is a wrapper around an API that allows the underlying service to talk to Microsoft Flow and PowerApps

Connect to cloud AND on premise data 11/9/2018 Connect to cloud AND on premise data Your product here! Quickly generate and customize apps based on Excel files, SharePoint Online lists, Dynamics 365, Salesforce records and more. You can even connect custom APIs. Even connecting to data in your local systems through the common on premise data gateway. Your apps will be able to fully interact with underlying sources and will respect the permissions you’ve already established in them. 165+ connectors today © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Public connectors available to all users 11/9/2018 8:04 AM Public connectors available to all users Custom connectors you can build for your organization © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11/9/2018 8:04 AM Demo Time © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Office365 Forms and Flow Demo Build and Deploy a Customer Feedback Survey Integrate a workflow to the survey utilizing Flow Workflow Approvers and Submitters Retrieve Results in Real-time with a Dashboard on a SharePoint page.

Questions, Comments, Feedback

Thank YOU See you at the SharePint 11/9/2018 8:04 AM Thank YOU See you at the SharePint © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.