1. Microsoft Flow: The Glue in Office 365 SharePoint library and list integration with Microsoft Flow MNSPUG, Sept Speaker: Michelle Gilbert
Start at 9:05 to 10:30

2. Michelle Gilbert MG
MN365 Twin Cities User Group board VP: Twitter: LinkedIn: Microsoft Flow Community Blogger: MGLovesFlow Flow-Community-Blog/bg-p/FlowBlog
Teams Technical Specialist at Microsoft | Vice President MN M365 User Group | Former MVP

3. Microsoft Flow Overview

4. Microsoft Power platform
Dynamics 365
Office 365
Standalone Apps
Data Connectors
Power BI
PowerApps
Flow
Common Data Service for Apps
Azure
Microsoft Power platform

5. Work less, do more
Microsoft Flow helps people and teams work smarter by automating processes across their apps and data

6. What is Flow? Microsoft Flow is a simple browser- based workflow tool.
Launched on October 31st, 2016
Over 1.3 million monthly active users
200k + organizations
200 countries

7. flow.microsoft.com
Where do you start?
flow.microsoft.com

8. What do I need to use Flow?
1. Address
Except .gov and .mil
2. Web Browser: Edge, Chrome or Safari

9. Don’t I need Office 365 to use Flow?

10. Flow Pricing Sept. 2019 https://us.flow.microsoft.com/en-us/pricing/

11. But I do use Microsoft Office 365!

13. Flows: Simple to Complex
11/12/ :51 AM
Flows: Simple to Complex
Pro-developed
solutions
Custom-built flows
Template flows
Complexity of creation
Also think about Excel
A single business platform, also means there should be no 'cliffs'
We will support the whole range, from simple point and click point forms customization to building full range sophisticated line of business apps
There is a 'smooth curve' to add sophistication where needed, from simple expression, all the way complex functions through embedded pro dev code, by for example integration with Azure Function
Complexity of solution
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

14. How does Flow Automate Workflows?
By Using Connectors!

15. What is a Connector?
A connector provides a way for users to connect their accounts to build workflows.

16. What is a Connector Technically?
A connector is a proxy or a wrapper around an API (Application Programming Interface)

17. 240+ Connectors and Growing

18. Three types of Connectors

19. | Standard Connectors – 160+

20. | Premium Connectors – 80+
Connectors that are in License Plan 1 and 2

21. | Custom Connectors
Develop custom connectors to connect to your organization's data.

22. SharePoint On-premises
Custom Connectors
SharePoint On-premises

23. What are the components of a Connector?
If dryer has 5 minutes left, text me. When the sun goes down, turn on the lights. If the temperature rises outside, turn up or down your thermostat. When it rains, turn the lightbulbs purple. When the Vikings score, blink purple lights for one minute.
What are the components of a Connector?

24. Each Connector offers a Set of Operations classified as ‘Triggers’ and ‘Actions’
if this
Actions
What the Flow Does
Triggers
Event that kicks off the Flow
Polling Triggers: Call your service at a specified frequency to check for new data.
Push Triggers: You can manually push the trigger to occur!
then that
Polling – Every day send me Tweets with #SPSTC and put it in a SharePoint List; Push – manually start the flow and get the tweets at any time.

25. Multistep Flow

26. Approve Requests

27. Adding Conditions

28. How Do I Start a Flow in Flow?
How Do I Start a Flow in SharePoint?

30. Template Collections
A set of templates organized by role or by vertical.

31. Use template Collections!
Manage Attachments
Get notified when your boss s you
Get the Latest news about Flow
Get notified when shared list is changed

32. Who owns the Flow?

33. How do you add Owners?
You must have a paid Microsoft Flow plan to create a team flow.
You must be the creator or owner to add/remove owners from a team flow.
What happens when you leave the company? – the flow goes with you.
Best Practice: Add multiple owners and/or use a group
When using SharePoint add a list or library as owner

34. What if someone adds you as an Owner?
The shared flow will be displayed under Team Flows

35. 1 2 3 Break it Down! Choose Your Connectors.
Select your Trigger and your Action. 2
Add your Dynamic Content to complete your Flow. 3

36. Create a Flow – flow.microsoft.com Choose your Connectors.
Office 365 Users
Office 365 Users

37. Select your Trigger and your Action!

39. Add Dynamic Content to your Action

40. Components of flows Starts with an event or trigger
11/12/ :51 AM
Components of flows
Starts with an event or trigger
Performs any number of actions
Can have conditional logic
Can trigger other workflows
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

41. What about SharePoint Designer?

42. Does SharePoint Flow?

43. Office 365 automation
SharePoint Modern List integration with Microsoft Flow and PowerApps

44. Flow & SharePoint & OneDrive
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Flow & SharePoint & OneDrive
Flow button appears in all Modern Lists and Document Libraries
There are two states for the button:
When you don’t have a file selected
You can create flows that run in the background on that list
When you have a file selected
You can create manual flows that run on that specific file
All manual flows already tied to that document library appear on the menu when you open it
Optimzing and transforming business processes isn’t of course only about building apps. Often its best to simply automate what needs to happen!
Flow is the workflow component of the business app platform and it is also directly integrated into Sharepoint, both Sharepoint lists and document libraries!
Out the box you have 100s of templates and it shows you a selection directly there in the list or library to automate common things. Want to post something in your Microsoft Teams channel every time a new item gets added to your sharepoint list capturing user feedback? No problem, there is a Flow for that!
BTW that also works of course equally the other way round and you can easily use a flow to add items to a sharepoint lists every time something happens in an external systems, thanks to those 160+ connectors we mentioned before. So want to have a SPO list that captures tweets that are postivei about your business? Just use a flow to look through tweets that mention your business and use cognitive services connector to look at the sentiment to decide whether its positive or negative and what to do.
I am constantly blown away by way creative ways makers are using Flow to customize their processes, if you haven’t seen Flow, the editor to customize flows is drag and drop visual and makes all of this super intuitive. You’ll see in the demo later.
© Microsoft Corporation. All rights reserved.

45. Flow Panel Display in your SharePoint Modern List

46. Triggers and Actions

47. How do I control Flows as a Site Owner?
SharePoint Flows owned by a list/library (as co-owners) automatically gives the “Edit List” or members group edit access to the Flow.
Flow is available on the toolbar when the List or Library is using the “New” Experience. Flow is not available in the ribbon in Classic mode.
Owners can use services in a Flow but can't modify the credentials for a connection that another owner created.
If your remove the existing owner, you can change the owner in the Manage Connections section.

48. Owners : SharePoint
If the flow is triggered by a SharePoint list, the list can own the flow
->If a SharePoint user can own the list, he can own the flow

49. Sharing : Manage Run-Only-Users
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Sharing : Manage Run-Only-Users
If a user is willing to start a flow ( like from a SharePoint/List document library,…) the flow must be shared with him
The user must be added in the Manage RUN- ONLY-USERS list
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

50. Sharing Manage run-only permissions
11/12/ :51 AM
We can also specify if we want the user to provide his credentials when the connector will need to connect to a system, or if the flow uses the connection credentials defined a design time
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

51. Sharing : button Flows
you can share button flows (buttons) with other users or groups within your organization
In your mobile, select the Buttons panel, click “…”
You can invite other users and share a link

52. SharePoint Online _________ Real World Flow
Vacation Request Flow – Modern List
Contract Flow – Modern Document Library
Corporate News Flow – Modern Site Pages

53. Vacation Request Approval Flow Modern List
SharePoint Online Flow

54. Vacation Request Flow
Create a SharePoint List - Add 4 columns: StartDate, EndDate, Approved, Comments
Create a Flow: “Start an approval when a new item is created”. Modify it to update SharePoint list.
Add Vacation request in List
Approve in or Flow approval panel.
See Flow update SharePoint list.

55. Vacation Request – Create List

56. Vacation Request – Choose your flow

57. What Approval Template do I need?

58. Vacation Request – Create Flow

59. Vacation Request Approval or Rejection
Request is in or Approval Panel

60. Vacation Request – Flow Updated List Item

61. Contract Approval Flow Modern Document Library
SharePoint Online Flow

62. Contract Document Library
Create a SharePoint document library - Add 2 folders: In Review and Approved
Create a Flow: “Start an approval for new file to move it to a different folder”. Modify Flow and add the site, library, folder names and assigned to.
Add a document to the “In Review” Folder
Approve in or Flow approval panel.
See Flow update SharePoint library.

63. What Approval Template do I need?

64. Contract Library – Create Flow

65. Contract Library – Add document to folder

66. Contract Library – Flow kicks off
Waiting for Approval or Rejection

67. Contract Approval or Rejection
Request is in or Approval Panel

68. Contract library – Contract Approved and moved to Approved Folder.

69. Corporate News Approval Flow Modern Site Pages
SharePoint Online Flow

70. Corporate News Pages
Modify a Web Part Page content type- Add 2 columns: Publish Date and Status (In Progress, Publish, Remove)
Create a Flow: “When an Item is Created or Modified”
Modify it to add a switch case.
Add social media connectors.
Add a news page and publish it.

71. What Template do I need? From blank.

72. Corporate News Approval – Create Flow

73. Corporate News Pages – Create new Site Page

74. Corporate News Pages Approval – Create new Site Page

75. Corporate News Pages Approval – Publish when it’s ready!

76. Corporate News Approved – Sent Email, Post to Yammer and Teams

77. Corporate News Approved – Published to Modern Site

78. Flow will revolutionize business automation and SharePoint Approval!
SharePoint Online Flow

79. What is new in Flow? Approval from the Menu

80. Microsoft Data Insights Summit
11/12/ :51 AM
Microsoft Flow Mobile & Devices
Work less and do more, from anywhere
Create new flows
Grant approvals
Get push notifications
Monitor flow activity
Discover buttons
Use button widgets
Create, run, and manage automated workflows between your favorite apps and services – even when you're on the go!
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

81. Call to Action – Watch these videos!

82. Resources
Microsoft Flow Conference 2018:
Microsoft Build 2019:
Automate workflows and enable modern approvals with Microsoft Flow by Anjli Chaudhry, Principal Program Manager and one of the first on the Flow team, Microsoft
Compare SharePoint Designer to Flow by Merwan Wade, Senior Program Manager, Microsoft
Watch and Learn from the Microsoft Program Team
Microsoft Flow Blogs:
Request Sign-Off:
Connector Reference:
Keep up with the Latest Announcements
Begin Creating your Flow today at
New Flow training for Beginner, Intermediate and Expert:
Tutorial:
SharePoint and Flow:
Create a Button flow:
Try it yourself
SharePoint Connector:
SharePoint loves Flow

83. Thank You for your time! _____________________________________ Microsoft Flow: The Glue in Office 365 ____________________________________ Speaker: Michelle Gilbert MNSPUG Sept. 11th, 2019