#CRMUG: Empower your Dynamics CRM users with PowerApps and Flow
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This document introduces PowerApps and Microsoft Flow. It provides information on: - PowerApps as an enterprise software service to connect, create, and share business apps. It works by connecting to data sources and automating workflows across services. - Microsoft Flow which helps automate workflows across apps and services through visual logic flows without coding. It connects to many services and apps. - Both tools provide ways to build mobile and web apps without extensive coding by connecting to business data and automating workflows through an intuitive user interface.
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#CRMUG: Empower your Dynamics CRM users with PowerApps and Flow
- 1. Nicolas Georgeault @ngeorgeault – ngeorgeault@negotium.com
- 2. Nicolas Georgeault Emergent Technologies Officer and Technology Advisor @Negotium Technologies • Email/Yammer: ngeorgeault@club-sharepoint.fr • Twitter: @Ngeorgeault • Blog: http://blog.georgeault.co / http://www.itlounge.ca • Slideshare: http://www.slideshare.net/ngeorgeault 20 years of experience in IT 13 with SharePoint 6 as a SharePoint MVP Co-author of Microsoft SharePoint Server 2010 et 2013 French books
- 3. PowerApps Demo Microsoft Flow Demo Bonus ;) 3
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- 5. • Power Users • Professional Developers • The Microsoft Common Data Model • Connectors and Gateways
- 6. BUSINESS APP GAP We are living in a Cloud First, Mobile First world and we are more mobile than ever before. TALENT ACCESS AGILITY
- 7. Hard to develop Cross platform development Keeping up with technology changes Not enough skilled mobile developers
- 8. Disparate data source Difficult to connect to and consume related data Security & Single Sign on Data stored on premise and in the cloud
- 9. App distribution Combining this data Making apps available outside the enterprise IT Governance
- 10. MICROSOFT POWERAPPS An enterprise software service for innovators everywhere to connect, create and share business apps
- 11. HOW IT WORKS Source: Microsoft
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- 15. App Designer (UWP) Logic (App) Flow Designer (WEB) Sample Application POWERAPPS
- 16. Unified and Secured business database, of well-formed standard business entities that can be deployed for use in your organization. Breaking the silos between Enterprise Apps Enable organizations to connect business data from applications with information residing in Office 365 productivity platform Why use entities? Rich metadata Easy to manage Easy to share Secure 20 https://powerapps.microsoft.com/en- us/tutorials/data-platform-intro/
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- 20. 24 POWERAPPS Connect on Dynamics CRM Create a Contact Mobile Application
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- 22. Get notifications Synchronize files Collect data Automate approvals Microsoft Flow helps non-developers work smarter by automating workflows across apps and services
- 23. Automate advanced scenarios with multiple steps, branching conditions, and more
- 24. Click-to-code for integrating the systems you’re already using… even custom APIs. New services being added every week! https://flow.microsoft.com/manage/connections/available
- 25. Get started quickly with useful CRM templates
- 26. https://flow.microsoft.com/en- us/services/shared_runtimeservice /common-data-model/ Many out of the box CDM Flows already available 30
- 27. Discover Microsoft Flow Discover Azure Logic Apps Create a Flow between CRM and Wunderlist 31
- 28. With great power comes great responsibility EAI & Hybrid Authorisation API / App jungle K.I.S.S
- 29. Anyone can sign up for free with their personal, work or school email Included for free with most* Office 365 and Dynamics 365 application SKUs Included for free with most* Office 365 and Dynamics 365 application SKUs Additional plans for standalone Flow will also be available with Premium Connectors and 15,000 runs per month Source: Microsoft
- 32. Special thanks for inspiration ;) René Brauwers @ReneBrauwers Maarten Visser @mvisser 36
Notes de l'éditeur
- [10] quickly build and deliver solutions without writing code easily extend capabilities for power users and take advantage of rich platform services with the full power of Azure Rich framework that comes with hundreds of established entities and can be used across apps. get more value out of the services you’re already using
- Business APP GAP Consumer apps are available a plenty, ranging from wine rating apps like vivino; gamified apps such as SWARM, Untapped and so on. But ‘real’ business productivity apps are lagging behind, Off course we have mobile apps which enhance mobile productivity such as Word, Excel, PowerPoint, EverNote, OneNote, Skype for business etc. But where are the real business apps, which unleash the power of the apps available within a enterprise. Unlocking that customer or product information stored in a legacy system somewhere. So why do we have this gap; Microsoft states it has identified 3 reasons for this, being TALENT, ACCESS AND AGILITY
- TALENT How many of you have tried writing / creating mobile business apps. Creating mobile apps is hard, as we have to keep up with technology changes or new features. It needs to run on multiple platforms. Taking this into account and the fact that there are not enough skilled mobile developers, it is not surprising that creating mobile business apps takes up time and thus money.
- ACCESS Data is spanned both on premise as well as in the cloud (stored in SaaS applications), accessing this data and integrating these systems is usually a challenge.
- IT agility and app sharing. Mobile app distribution typically happens through app stores, or through mobile device management, governed by IT. This creates inherent friction in getting apps onto employee phones. Making internal apps available outside the enterprise * Side loading * App stored * Mobile Device Management By the way Microsoft has a very compelling story regarding Mobile Device Management. Real differentiator. But that’s a story to tell another time
- What are is Microsoft PowerApps? PowerApps is Microsoft’s answer to address the business app gap it does so by offering a platform including tooling to enable employees, developers, and integrators to create and share mobile business apps These apps run on virtually any mobile platform, Can connect to disparate data sources both spanning on-prem and cloud in a secure way. When I first heard of PowerApps / Project Sienna, the first thing which popped up in my mind was Visual Studio Lightswitch.
- Let’s have a closer look at the PowerApps Target Audience Information Workers & Business optimisers Familiar tooling - Word, PowerPoint, Excel, Access, SharePoint “Slogan” : Create Mobile business apps with Clicks , ‘not Code’ Pro Developers / Integration Specialist Familiar tooling – Visual Studio .Net , Azure Portal. Familiar technology – .Net languages, Business Process Modelling, SOA, API design “Slogan” : Do more with the things we are already used to
- Clients connect through API’s, or an existing backend to different cloud and on premise systems. App Service Environment - Dedicated environment / Shared - Virtual network support for better connectivity and security to on-prem system Tons of OOB APIs ready to use Expose your OWN API, hosted anywhere AAD Authentication Advanced User/Group based authorisation API definition discovery
- Free & Standard limited data sources (however using http + swagger, custom API can be called) Enterprise functionality can be mimicked, by being creative (but I doubt it will be cheaper or better) Enterprise Another benefit of a dedicated environment consists of the fact that no limits (throttling, number of messages etc) are imposed Granular security, control APP permission with AAD Manage all APIs – from on-premises to the cloud Manage and Monitor API Access
- Sample Application Subcontractor onboaring Current process is in SharePoint, where new contractors are registered. APP to Approve / Reject an onboarding request. SalesForce contractors app which will assign an account id if approved
- Microsoft Flow is a SaaS service that helps business users work smarter by automating workflow across a growing number apps & services that they rely on. The possible workflows span across a wide variety of possibilities, for example : Get a notifications when a certain file is updated Synchronize files by connecting your folders to keep data current, Automatically collect and organize your business data Streamline approvals and get instant alerts. Microsoft Flow makes it possible to automate all of these scenarios and more.
- Create more advanced integration scenarios with multiple steps, adding conditions between steps and the every expanding list of more advanced enterprise connectors.
- Get a whole bunch of connectors OOTB to common SaaS Services, from O365 (Outlook, OneDrive) to collaborative svcs (Slack) to CRM svcs (Salesforce, Dynamics CRM) Can support connections to custom APIs (Swagger end point definition) URL for full list of connectors
- User over 100+ templates (and growing) for common scenarios as a starting point to create your new workflow!
- K.I.S.S PowerApps is promising, and most definitely the more basic business apps can be realised fairly fast. However we need to ask ourselves; do we want to build ‘Complex Business Apps‘, If so is PowerApps the right platform. I reckon initially it will be used for the more basic business apps, which don’t do more than displaying information and allow non business critical mutations. Nevertheless, nothing is stopping us to create complex business apps. However, if we do so; just keep in mind that doing it in the right way costs time and money. If we go down the lane regarding complex business apps. I feel it will be our responsibility to ensure: Authorisation Lock down CRUD rights API/APP Jungle More apps / api’s almost all the same. Needs some Quality Control in place Enforce a publish / release policy. Just to check compliance (security, dev standards) EAI & Hybrid Use patterns and tools we are familiar with (Service bus) Based on my initial experience during I’ve noticed that PowerApps indeed is very powerful, however special thought needs to be put in regarding access rights (authorisation rules). Make sure that a user does not have too many, nor too less of rights