Evolution of the Intake Request Solution from SharePoint to PowerApps 12/2/2018 2:15 PM Evolution of the Intake Request Solution from SharePoint to PowerApps Wes Preston MVP, Consultant THR2228 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Description An overview of how SharePoint out-of-the-box and power-user extended solutions have shifted to PowerApps integrated business applications.

Wes Preston Consultant/Owner SharePointing since 2003 Platform architect Information Worker: No-code/low-code business solutions SharePointing since 2003 www.idubbs.com/blog www.trecstone.com

The ‘Intake’ Process User Requests Manage Requests Process Oversight 12/2/2018 2:15 PM The ‘Intake’ Process Legacy Notes and Spreadsheets Email Progress SharePoint Lists 3rd Party tools Customization, InfoPath Today O365 / SharePoint Online PowerApps © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Business Value of Intake forms/processes Consistent and accessible for all requesters Visibility for all roles into the request process Allow for multiple people to service requests You can’t manage it if you can’t measure it How many requests? How long to respond? Total cost over time

What is an ‘Intake’ form? 12/2/2018 2:15 PM What is an ‘Intake’ form? Wrapping structure around the request and service of the request. Lots of simple examples in every organization. Identifying roles Requesters, Workers, Managers Doesn’t have to be complicated – Start small Big projects tend to be higher effort, difficulty, and risk. Smaller projects help build skills, gain experience, and momentum with smaller ‘wins’ along the way. You can build on the smaller wins into bigger wins. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Out-of-the-box SharePoint – Simple solution IT Request list New item – requester sees all the fields There are methods/tricks for showing only the desired fields Requires a little bit of instruction so requesters don’t fill out unnecessary fields Build views – One or more per ‘role’

Demo: SharePoint List The out-of-the-box (OOB) solution

SharePoint – Improve the solution Add pages, links, or navigation Add workflow, process SharePoint Designer -> Microsoft Flow Improve views w/custom (JS Link, other client-side code) Classic mode NEW – Use embedded PowerApps forms

Demo: SharePoint List + SharePoint Data and Views + Customization and/or Products

SharePoint + PowerApps Create one (or more) stand-alone PowerApps associated with a list NEW - Use embedded PowerApps forms NEW – Use the (preview) PowerApps webpart

Demo: SharePoint + PowerApps SharePoint Data enhanced with PowerApps

Digital Transformation – Why? InfoPath is going away… eventually PowerApps provides more Non-3rd-Party options require coding 3rd Party costs

Sessions and Community BRK3348 - Create custom forms and digital experiences in SharePoint using Microsoft PowerApps w/Cathy Dew Thursday, Sept. 28 @ 12:30 PM-1:45 PM OCCC W307 Microsoft Tech Community – Continue the conversation

References So much information and changing rapidly: www.idubbs.com/blog/powerapps-and-flows/ Documentation, Guided Learning, Forums, Blogs, Twitter tags and users powerapps.microsoft.com/en-us/tutorials/getting-started/ powerapps.microsoft.com/en-us/blog/ Thank you for attending!!