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

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

3. About you
Business User / IT Pro / Developer
Workflow Experience

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

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

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

7. 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

8. 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.

9. Intro to Microsoft Flow

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

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

12. Get started quickly with hundreds of useful templates

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

14. Mobile

15. 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

16. Demo

17. 2000 runs per month
5-minute checks

18. Migrate your workflows?

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

20. No easy button
No third-party tools
Migration Process

21. 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

22. Document your workflow
Don’t Forget The Users

23. 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

24. 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

25. Questions?

26. DanielGlenn.com Daniel.Glenn@InfoWorks-TN.com
Thank you!
DanielGlenn.com