1. 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.

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

3. Wes Preston Consultant/Owner SharePointing since 2003
Platform architect
Information Worker: No-code/low-code business solutions
SharePointing since 2003

4. The ‘Intake’ Process User Requests Manage Requests Process Oversight
12/2/2018 2:15 PM
The ‘Intake’ Process
Legacy
Notes and Spreadsheets
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.

5. 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

6. 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.

7. 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’

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

9. 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

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

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

12. Demo: SharePoint + PowerApps
SharePoint Data enhanced with PowerApps

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

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

15. References So much information and changing rapidly:
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!!