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Make Your Life Easier with Microsoft Flow
Work less, Do more #SPSSD
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SharePoint since 2007. Lightning Tools Global Partner Manager. Digital Nomad. SandyU.com @SandyU SandyUssia
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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?
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Get started… http://flow.microsoft.com
Try a template… There are hundreds!
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Start from a Template… Hundreds available!
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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
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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?
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Connectors vs Connections
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(with further actions)
Trigger (one) Basic Flow structure Action(s) Optional Conditions (with further actions)
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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
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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
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Use values from other steps…
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… and Expressions (formulas)
Add Dynamic content… … and Expressions (formulas) Expression reference:
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Add Conditions for logic
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The logic can get fairly elaborate…
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Add a parallel branch
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Run After
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Manage your Flows
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Click on a Flow to go to its dashboard
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Analytics is a new feature – requires a premium Flow plan
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View Flow runs and troubleshoot
Save As Available for Team Flows also as of late June Show Team Flows
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Add people or groups as other Owners to create a Team Flow
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Flow is available on your phone, too!
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Flow Admin Center For Dynamics 365 & CDS
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An Admin can also manage Flow owners from here
Flow Admin Center
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Use Flows in PowerApps Available in both web and Studio designers
Now(?) available in web studio also
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@ mention Trigger and To-Do Connector
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Flow Launch Panel, Modern Approvals, Run-only users
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Physical inputs
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Pricing As of September 2017 Also: Flow Free
(750 runs, 15-minute checks) Pricing As of September 2017 Also see:
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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
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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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