Overview of the Power Platform
Business benefits of these tools
Learn how to build a Power App and Power Automate solution
Migration best practises and techniques – move from InfoPath forms and SharePoint Designer workflows
What is coming in the Power Platform roadmap?
3. 3
PARAS
INTRODUCTION
Paras Dodhia
Founder and CEO, MCT, ITIL
Mindlab Systems, Inc.
Find me on the web: mindlab.co and blog.dodhia.co
Twitter: @parasvdodhia
Email: paras@dodhia.co
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
4. 4
Agenda and Key Session
Takeaways
Migration best practises and techniques –
move from InfoPath forms and SharePoint
Designer workflows
What is coming in the Power Platform
roadmap?
Learn how to build a Power App and
Power Automate solution
Business benefits of these toolsOverview of the Power Platform
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
5. 5
Overview of the
Power Platform
The Power Platform includes Power BI, Power Apps,
Power Automate, and Power Virtual Agents,
Microsoft’s Power Platform was designed and built to
unlock the potential of Dynamics 365 and Office 365.
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
6. 6
Power Platform
Licensing
Licensing Overview
Internal users that access the Power Apps,
Power Automate and Power Virtual Agents
service must still be properly licensed for Power
Apps, Power Automate and Power Virtual
Agents.
Any user that accesses Power Apps, Power
Automate and Power Virtual Agents service
that is made available through an automated
process requires a Power Apps, Power
Automate and Power Virtual Agents license
External users must be appropriately licensed
to access Power Platform services and data.
How do you buy licenses?
Power Apps and Power Automate are available through:
• Enterprise Agreement (EA)
• Enterprise Agreement Subscription (EAS)
• Service and Cloud Enrollment (SCE)
• Enrollment for Education Solutions (under the Campus and School
Agreement) (EES)
Additional channels:
• Microsoft Online Government
• Microsoft Products and Services Agreement (MPSA)
• More information on MPSA is available here.
• Microsoft Online Subscription Program (Web Direct/MOSP)
The Best value
Standalone Power Apps and Power Automate Licensing
Users that that need full-fledged, general purpose custom application,
workflow/business process automation capabilities, should consider
purchasing standalone Power Apps and Power Automate licenses.
Power Apps and Power Automate per user plan equips individual users to
create and run unlimited workflows and business processes based on their
unique needs. The per user plan is intended to support the broad adoption
of an automation culture in an organization.
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
7. 7
The Business benefits of the
Microsoft Power Platform
1. Prepare the business data with ease and the familiarity of Excel.
2. Connect to hundreds of data sources: Dynamics 365, Azure SQL DB, Excel,
SharePoint lists/document libraries, LinkedIn, and more
3. Empower users to perform tasks with minimal clicks and swipes
Always be in the know with real-time data
4. Automate various manual and mundane tasks – leaving time for the
important things
5. Optimize user adoption with an app that’s available on iOS, Android,
Windows 10 devices, and the web
6. Manage licensing for PowerApps through the Office 365 Admin Portal
7. Make decisions in your workflow, e.g., run an action only when certain
conditions are met
8. Embed PowerApps into your organization’s website and other solutions
that are used internally
7Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
8. 8
Migrate InfoPath Forms and
SharePoint Designer Workflows to
the Power Platform
Why do we need to Migrate? Plan for
InfoPath End of Life
• The client and the on-premises version of InfoPath Forms Services in
SharePoint 2013 will be fully supported until 2023.
• To replace your InfoPath forms and SharePoint Designer workflows it
is recommended to go with Microsoft Power Apps and Power
Automate.
Recommended migration techniques
If you really need to keep your InfoPath solution around there is a
GitHub resource available that describes InfoPath limitations in Office
365 and explains remediation models and approaches.
• https://github.com/SharePoint/PnP-
Transformation/tree/master/InfoPath/Guidance
8Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
9. 9
Learn how to build a Power App and Power Automate solution
To build a smart form from a SharePoint list, you can directly click on Customize form from the list
ribbon.
STEP 1
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
10. 10
Learn how to build a Power App and Power Automate solution
Power Apps then launches creating the form that can be customized and connected with Power
Automate (Flows) to do further business process logic such as the approval cycle.
STEP 2
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
11. 11
Learn how to build a Power App and Power Automate solution
The Tree view can be used to navigate the Power App application, from which you can find the form
STEP 3
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
12. 12
Learn how to build a Power App and Power Automate solution
After filling the form, you can use the submit form command in the formula area
SubmitForm(FormName)
STEP 4
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
13. 13
Learn how to build a Power App and Power Automate solution
There are two ways to connect and initiate an approval flow using Power Automate. In both scenarios
we need to log to flow.microsoft.com and start flow creation:
STEP 5
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
14. 14
Learn how to build a Power App and Power Automate solution
Click create then Automate flow:
STEP 6
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
15. 15
Learn how to build a Power App and Power Automate solution
In the pop up screen, give your flow a name and select a proper trigger, in this case when an item is
created.
STEP 7
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
16. 16
Learn how to build a Power App and Power Automate solution
Power Automate studio launches for you to start designing the flow:
Select the site address and list name
STEP 8
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
17. 17
Learn how to build a Power App and Power Automate solution
Add a new step, and select ‘Start and wait for Approval and select approval type
STEP 9
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
18. 18
Learn how to build a Power App and Power Automate solution
Fill in the approval data, approver and item link:
STEP 10
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
19. 19
Learn how to build a Power App and Power Automate solution
Add a condition to collect the approver response:
STEP 11
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
20. 20
Learn how to build a Power App and Power Automate solution
If the user approves, send a note to the requester using Office 365 Outlook
STEP 12
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
21. 21
Learn how to build a Power App and Power Automate solution
Then update the Approval Status on the SharePoint custom list to approved
STEP 13
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co
22. 22
Learn how to build a Power App and Power Automate solution
If the user rejects, send a note to the requester using Office 365 Outlook
STEP 14
Paras Dodhia
Twitter: @parasvdodhia Email: paras@dodhia.co