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aOS Luxembourg
4 décembre 2017
Microsoft Flow Advanced : what you need to
know…Serge Luca , Isabelle Van Campenhoudt
@sergeluca ,@thesqlgrrrl
aOS Luxembourg
4 décembre 2017
Serge Luca
11 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/
sergeluca@shareql.com
@sergeluca
aOS Luxembourg
4 décembre 2017
Isabelle Van Campenhoudt
aOS Luxembourg
4 décembre 2017
Agenda
aOS Luxembourg
4 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 Luxembourg
4 décembre 2017
The context
aOS Luxembourg
4 décembre 2017
Personal productivity
Collaboration : Approval & Review,…
Quickly create (0 code) Business Processes apps “Citizen
development”
4 main benefits :
Bridge between Applications
aOS Luxembourg
4 décembre 2017
The context : business Apps
Empower power users
Connect data across apps
More efficient developers
App 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 Luxembourg
4 décembre 2017
Creating Flows
aOS Luxembourg
4 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 Luxembourg
4 décembre 2017
Flow templates
aOS Luxembourg
4 décembre 2017
demo
EXPENSE REPORT
aOS Luxembourg
4 décembre 2017
Approval escalation in Flow
aOS Luxembourg
4 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 Luxembourg
4 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 Luxembourg
4 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 Luxembourg
4 décembre 2017
Microsoft Flows and On Premises
aOS Luxembourg
4 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 also
Powershell scripts, files and
(recently) : REST API web
services
aOS Luxembourg
4 décembre 2017
demo
FLOW & DATA ON PREM
aOS Luxembourg
4 décembre 2017
Environments
aOS Luxembourg
4 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 Luxembourg
4 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
E
U
DLP
aOS Luxembourg
4 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 Luxembourg
4 décembre 2017
demo
ENVIRONMENTS
aOS Luxembourg
4 décembre 2017
Extensibility &
Communication with the outside world
aOS Luxembourg
4 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 Luxembourg
4 décembre 2017
PowerBI & Flow
FLOW
DATA ALERTS
DATA SOURCES
POWER BI
SCHEDULED REFRESH
STREAMING DATA
LIVE
aOS Luxembourg
4 décembre 2017
Pricing & roadmap
aOS Luxembourg
4 décembre 2017
aOS Luxembourg
4 décembre 2017
Tarifs: Comparaison
aOS Luxembourg
4 décembre 2017
Conclusions
aOS Luxembourg
4 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 Luxembourg
4 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 Luxembourg
4 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 Luxembourg
4 décembre 2017
Merci à notre sponsor !
Sergeluca@shareql.com
@sergeluca
aOS Luxembourg
4 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 Luxembourg
4 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 Luxembourg
4 décembre 2017
Microsoft Flow roadmap - highlights
H2 Calendar 2017 Calendar 2018
oExport/import app packages across envs
oSPO – “In-the-box” review flows
oSPO – use flow for Content Publishing approvals
oSPO – people, choice, attachment and multi-values
oIn-context in Dynamics 365
oEmbedded Power BI analytics
oOffice 365 audit logs
oSupport for GDPR compliance
oUK deployment
oHTML rich text editor
oGuides for debugging actions and conditions
oGovernment and sovereign clouds deployment
oALM – Sandbox environments
oALM – Move or copy across environments
oLeverage device signals (e.g. Location)
oAppSource integration
oAzure functions integration

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Session Flow advanced - Serge Luca, Isabelle van Campenhoudt

  • 1. aOS Luxembourg 4 décembre 2017 Microsoft Flow Advanced : what you need to know…Serge Luca , Isabelle Van Campenhoudt @sergeluca ,@thesqlgrrrl
  • 2. aOS Luxembourg 4 décembre 2017 Serge Luca 11 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/ sergeluca@shareql.com @sergeluca
  • 3. aOS Luxembourg 4 décembre 2017 Isabelle Van Campenhoudt
  • 5. aOS Luxembourg 4 décembre 2017 Environment + Data Loss prevention Creating Flows Introduction : the concept Flows and on premises Extensibility : communication with the outside world Price & roadmap Conclusions
  • 6. aOS Luxembourg 4 décembre 2017 The context
  • 7. aOS Luxembourg 4 décembre 2017 Personal productivity Collaboration : Approval & Review,… Quickly create (0 code) Business Processes apps “Citizen development” 4 main benefits : Bridge between Applications
  • 8. aOS Luxembourg 4 décembre 2017 The context : business Apps Empower power users Connect data across apps More efficient developers App Services Service Fabric Azure Functions … Logic Apps API Management BizTalk … SQL Server BI Data analytics Internet of Things (IoT) … Build modern business app fast
  • 9. aOS Luxembourg 4 décembre 2017 Creating Flows
  • 10. aOS Luxembourg 4 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)
  • 11. aOS Luxembourg 4 décembre 2017 Flow templates
  • 12. aOS Luxembourg 4 décembre 2017 demo EXPENSE REPORT
  • 13. aOS Luxembourg 4 décembre 2017 Approval escalation in Flow
  • 14. aOS Luxembourg 4 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
  • 15. aOS Luxembourg 4 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 ?
  • 16. aOS Luxembourg 4 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->???
  • 17. aOS Luxembourg 4 décembre 2017 Microsoft Flows and On Premises
  • 18. aOS Luxembourg 4 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 also Powershell scripts, files and (recently) : REST API web services
  • 19. aOS Luxembourg 4 décembre 2017 demo FLOW & DATA ON PREM
  • 20. aOS Luxembourg 4 décembre 2017 Environments
  • 21. aOS Luxembourg 4 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]
  • 22. aOS Luxembourg 4 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 E U DLP
  • 23. aOS Luxembourg 4 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
  • 24. aOS Luxembourg 4 décembre 2017 demo ENVIRONMENTS
  • 25. aOS Luxembourg 4 décembre 2017 Extensibility & Communication with the outside world
  • 26. aOS Luxembourg 4 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
  • 27. aOS Luxembourg 4 décembre 2017 PowerBI & Flow FLOW DATA ALERTS DATA SOURCES POWER BI SCHEDULED REFRESH STREAMING DATA LIVE
  • 28. aOS Luxembourg 4 décembre 2017 Pricing & roadmap
  • 30. aOS Luxembourg 4 décembre 2017 Tarifs: Comparaison
  • 31. aOS Luxembourg 4 décembre 2017 Conclusions
  • 32. aOS Luxembourg 4 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
  • 33. aOS Luxembourg 4 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
  • 34. aOS Luxembourg 4 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/
  • 35. aOS Luxembourg 4 décembre 2017 Merci à notre sponsor ! Sergeluca@shareql.com @sergeluca
  • 36. aOS Luxembourg 4 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
  • 37. aOS Luxembourg 4 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
  • 38. aOS Luxembourg 4 décembre 2017 Microsoft Flow roadmap - highlights H2 Calendar 2017 Calendar 2018 oExport/import app packages across envs oSPO – “In-the-box” review flows oSPO – use flow for Content Publishing approvals oSPO – people, choice, attachment and multi-values oIn-context in Dynamics 365 oEmbedded Power BI analytics oOffice 365 audit logs oSupport for GDPR compliance oUK deployment oHTML rich text editor oGuides for debugging actions and conditions oGovernment and sovereign clouds deployment oALM – Sandbox environments oALM – Move or copy across environments oLeverage device signals (e.g. Location) oAppSource integration oAzure functions integration