38
aOS Luxembourg 4 décembre 2017 Microsoft Flow Advanced : what you need to know… Serge Luca , Isabelle Van Campenhoudt @sergeluca ,@thesqlgrrrl

Microsoft Flow : what you need to know before starting a real project

Embed Size (px)

Citation preview

aOS Luxembourg4 décembre 2017

Microsoft Flow Advanced : what you need to know…

Serge Luca , Isabelle Van Campenhoudt@sergeluca ,@thesqlgrrrl

aOS Luxembourg4 décembre 2017

Serge Luca11 x SharePoint MVP, Brussels

SharePoint since 2002

SP & O365 Architect (Admin, Dev, governance)

Managing partner of www.shareql.com

Worked for the MS workflow team

Blog: http://sergeluca.wordpress.com/

[email protected]

@sergeluca

aOS Luxembourg4 décembre 2017

Isabelle Van Campenhoudt

aOS Luxembourg4 décembre 2017

Agenda

aOS Luxembourg4 décembre 2017

Environment + Data Loss prevention

Creating Flows

Introduction : the concept

Flows and on premises

Extensibility : communication with the outside world

Price & roadmap

Conclusions

aOS Luxembourg4 décembre 2017

The context

aOS Luxembourg4 décembre 2017

Personal productivity

Collaboration : Approval & Review,…

Quickly create (0 code) Business Processes apps “Citizen development”

4 main benefits :

Bridge between Applications

aOS Luxembourg4 décembre 2017

The context : business Apps

Empower power users

Connect data across apps

More efficient developersApp Services

Service Fabric

Azure Functions

Logic Apps

API Management

BizTalk

SQL Server BI

Data analytics

Internet of Things (IoT)

Build modern business app fast

aOS Luxembourg4 décembre 2017

Creating Flows

aOS Luxembourg4 décembre 2017

Creating and managing Flows

Microsoft Account (free) or Office 365 or Dynamics 365 or Flow (paid) or PowerApps (or free new PowerApps Community Plan)

Flow.microsoft.com

Powerapps.microsoft.com

A modern SharePoint Online list

Mobile app (iOS-Android-Windows Mobile)

aOS Luxembourg4 décembre 2017

Flow templates

aOS Luxembourg4 décembre 2017

demoEXPENSE REPORT

aOS Luxembourg4 décembre 2017

Approval escalation in Flow

aOS Luxembourg4 décembre 2017

Approval problems…

• What do we do if the item (to be approved) is deleted ?

• What if the flow is cancelled

• No approval reassignment(->roadmap)

• Limitation of Flow : • flow duration = max 30 days

• Approval duration = max 30 days

->What if Approval 1 = 20 days & Approval 2 = 15 days ?

• However (great) Approval history is perpetual

aOS Luxembourg4 décembre 2017

Limitations

• 250 actions/flow ->create nested flows

• SharePoint• Limitation when more than 5000 items in a SharePoint list?

• The flow cannot run with the security context of the user ->roadmap

• No OOB site level actions ->roadmap

• Cannot OOB change item security ->roadmap

• No content publishing ->soon

• Lookup field pointing to another web ?

aOS Luxembourg4 décembre 2017

Limitations

• No out of the box send for review ->soon

• No custom input forms for approvers->roadmap

• Flow duration : 30 days ; loops : max 5000 iteration->???

aOS Luxembourg4 décembre 2017

Microsoft Flows and On Premises

aOS Luxembourg4 décembre 2017

Flow and data on premises

• Install the « on Premises data gateway »(shared between PowerBI, PowerApps and Azure Logic

Apps) Not just databases, but alsoPowershell scripts, files and

(recently) : REST API web services

aOS Luxembourg4 décembre 2017

demoFLOW & DATA ON PREM

aOS Luxembourg4 décembre 2017

Environments

aOS Luxembourg4 décembre 2017

Environments & compliance

• Isolated spaces where Flows/Data are running/stored– Ex HR, Marketing, Operations, Legal, DEV, TEST,

UAT, PROD…

• Different rules (DLP)– Ex marketing can use twitter, Legal and Production

cannot

• Different regions if needed

[Plan 2 for creating Env]

aOS Luxembourg4 décembre 2017

ENVIRONMENTSDEV MARKETING

TEST MARKETING

UAT MARKETING

PROD MARKETING

DEV OPERATIONS US

TEST OPERATIONS US

UAT OPERATIONS US

PROD OPERATIONS US

US

DLP

DEV OPERATIONS EUROPE

TEST OPERATIONS EUROPE

UAT OPERATIONS EUROPE

PROD OPERATIONS EUROPE

EU

DLP

aOS Luxembourg4 décembre 2017

Attention

• We can export-import Flows from Env1 to Env2• We have to recreate the connections (fixed in roadmap)

• SharePoint lists based on GUID (! From SharePoint test site to SharePoint prod site !)

• On premise data gateway :• Gateways only in the default environment

aOS Luxembourg4 décembre 2017

demoENVIRONMENTS

aOS Luxembourg4 décembre 2017

Extensibility &Communication with the outside world

aOS Luxembourg4 décembre 2017

Action Request

Action Http Custom Connector (REST API described in a Swagger/Open

API )

PowerApps calls Flow

A custom app calls Flow (« Flow as a service »)

PowerBI calls Flow (Data Alerts)

Flow calls the outside world

aOS Luxembourg4 décembre 2017

PowerBI & Flow

FLOW

DATA ALERTS

DATA SOURCES

POWER BISCHEDULED REFRESH

STREAMING DATA

LIVE

aOS Luxembourg4 décembre 2017

Pricing & roadmap

aOS Luxembourg4 décembre 2017

aOS Luxembourg4 décembre 2017

Tarifs: Comparaison

aOS Luxembourg4 décembre 2017

Conclusions

aOS Luxembourg4 décembre 2017

Positive• Easy tool

• Not just SharePoint (it replaces SPD)

• Connections to hundreds of services

• Including on prem!

• SharePoint Integration is getting better

• PowerApps, PowerBI integration

• Team Flow is very proactive & delivers

aOS Luxembourg4 décembre 2017

Negative

• Young, unknown reliability

• No state machines (but we have loops and tests)

• Collect feedback weak

• SharePoint integration still weak

• Flow duration : 30 days, Approval : 30 days

• Weak for long business processes

aOS Luxembourg4 décembre 2017

Advices

• Keep your forms as simple as possible

• Manage the business logic in the workflow

• Use environments

• Define system accounts for your connections

• Limitations

• Learn the Logic Apps Workflow Definition Language(WDL)– Read my blog post

https://sergeluca.wordpress.com/2017/04/26/using-the-azure-logic-apps-workflow-definition-language-in-microsoft-flow-part-1/

aOS Luxembourg4 décembre 2017

Merci à notre sponsor !

[email protected]@sergeluca

aOS Luxembourg4 décembre 2017

SharePoint Designer Flow

Multiple connections to >150 data sources SQL, SP, ODBC & WSDL only ALWAYS

Out of box templates <5 100s

Workflow & approval history <365 days Perpetual

Approvals over mobile + mobile notifications NEVER iOS, Android, Windows Phone + in Outlook. History coming imminently.

Loops, Do Until, Switch-case, parallels, variables Yes Yes

On-premises support Native Gateway support

Extended field types (people, choice, MMS, lookup) Yes People, choice, lookup – Yes new, MMS –coming soon

Send email as user or system System only Yes

Attachments Yes Yes new

aOS Luxembourg4 décembre 2017

SharePoint Designer Flow

Out-of-box send for review Limited Q4CY2017

Reassignment of approvals Yes Q4CY2017

Approval reminders Yes Q4CY2017

Custom input forms for approvers Yes Q4CY2017

Document library CI-CO, approve Yes Future

Approver impersonation Via permission elevation Future

Site level actions Yes Future

Set permissions on an item Yes Future

aOS Luxembourg4 décembre 2017

Microsoft Flow roadmap - highlights

H2 Calendar 2017 Calendar 2018

o Export/import app packages across envs

o SPO – “In-the-box” review flows

o SPO – use flow for Content Publishing approvals

o SPO – people, choice, attachment and multi-values

o In-context in Dynamics 365

o Embedded Power BI analytics

o Office 365 audit logs

o Support for GDPR compliance

o UK deployment

o HTML rich text editor

o Guides for debugging actions and conditions

o Government and sovereign clouds deployment

o ALM – Sandbox environments

o ALM – Move or copy across environments

o Leverage device signals (e.g. Location)

o AppSource integration

o Azure functions integration