Ce diaporama a bien été signalé.
Nous utilisons votre profil LinkedIn et vos données d’activité pour vous proposer des publicités personnalisées et pertinentes. Vous pouvez changer vos préférences de publicités à tout moment.
Microsoft Flow advanced: tips, pitfalls,
problems and warnings to be known
before starting a real project
Thank you to our sponsors!
Serge Luca
11 x SharePoint MVP, Brussels
SharePoint since 2002
SP & O365 Architect (Admin, Dev, governance)
Managing partn...
Isabelle Van Campenhoudt
Data Platform MVP, Brussels
Consultant, Speaker Trainer, PASS Community Leader
Managing partner @...
Agenda
Environment + Data Loss prevention
Creating Flows
Introduction : the concept
Flows and on premises
Extensibility : communi...
The context
Personal productivity
Collaboration : Approval & Review,…
Quickly create (0 code) Business Processes apps “Citizen
develop...
The context : business Apps
Empower power users
Connect data across apps
More efficient developers
App Services
Service Fa...
Creating Flows
Creating and managing Flows
Microsoft Account (free) or Office 365 or Dynamics 365 or Flow (paid) or
PowerApps (or free ne...
Flow templates
demo
EXPENSE REPORT
Approval escalation in Flow
Approval problems…
• What do we do if the item (to be approved) is deleted ?
• What if the flow is cancelled ?
• No approv...
Limitations
• 250 actions/flow ->create nested flows
• Loops : max 5000 iterations
• SharePoint
• Limitation when more tha...
Limitations
• No out of the box send for review ->soon
• No custom input forms for approvers->roadmap
Limitation : no state machines
Limitation : no custom approval form
Microsoft Flow and On Premises
Flow and data on premises
• Install the « on Premises data gateway »
(shared between PowerBI, PowerApps and Azure Logic
Ap...
demo
FLOW & DATA ON PREM
Environments
Environments & compliance
• Isolated spaces where Flows/Data are
running/stored
– Ex HR, Marketing, Operations, Legal, DEV...
ENVIRONMENTSDEV MARKETING
TEST MARKETING
UAT MARKETING
PROD MARKETING
DEV OPERATIONS
US
TEST OPERATIONS
US
UAT OPERATIONS
...
Attention
• We can export-import Flows from Env1 to Env2
• We have to recreate the connections (fixed in roadmap)
• ShareP...
Extensibility &
Communication with the outside world
 Action Request
 Action Http
 Custom Connector (REST API described in a Swagger/Open
API )
PowerApps calls Flow
A custo...
Power BI & Flow
FLOW
DATA ALERTS
DATA SOURCES
POWER BI
SCHEDULED REFRESH
STREAMING DATA
LIVE
Pricing & roadmap
Tarifs: Comparaison
Conclusions
Positive
• Easy tool
• Not just SharePoint (it replaces SPD)
• Connections to hundreds of services
• Including on prem!
• ...
Negative
• Young, unknown reliability
• No state machines (but we have loops and tests)
• Approval forms cannot be customi...
Advices
• Keep your forms as simple as possible
• Manage the business logic in the workflow
• Use environments
• Define sy...
Thank you!
bit.ly/spshel2018
Please rate this session
@sergeluca @the sqlgrrrl
https://sergeluca.wordpress.com
SharePoint Designer Flow
Multiple connections to >150 data sources SQL, SP, ODBC & WSDL only ALWAYS
Out of box templates <...
SharePoint Designer Flow
Out-of-box send for review Limited Q4CY2017
Reassignment of approvals Yes Q4CY2017
Approval remin...
Microsoft Flow roadmap - highlights
H2 Calendar 2017 Calendar 2018
oExport/import app packages across envs
oSPO – “In-the-...
Microsoft Flow advanced: tips, pitfalls, problems and warnings to be known before starting a real project
Microsoft Flow advanced: tips, pitfalls, problems and warnings to be known before starting a real project
Prochain SlideShare
Chargement dans…5
×

Microsoft Flow advanced: tips, pitfalls, problems and warnings to be known before starting a real project

573 vues

Publié le

SharePoint Saturday Helsinki 2018. The slides of our session (with Isabelle van campenhoudt for the PowerBI-Flow part)

Publié dans : Logiciels

Microsoft Flow advanced: tips, pitfalls, problems and warnings to be known before starting a real project

  1. 1. Microsoft Flow advanced: tips, pitfalls, problems and warnings to be known before starting a real project
  2. 2. Thank you to our sponsors!
  3. 3. 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
  4. 4. Isabelle Van Campenhoudt Data Platform MVP, Brussels Consultant, Speaker Trainer, PASS Community Leader Managing partner @ ShareQL.com SQL server since 1999 SharePoint BI & Power BI since it starts Blog: theSQLGrrrl.wordpress.com ivc@shareql.com Twitter: @theSQLgrrrl http://GUSS.pro (French speaking Microsoft Data Community)
  5. 5. Agenda
  6. 6. Environment + Data Loss prevention Creating Flows Introduction : the concept Flows and on premises Extensibility : communication with the outside world Price & roadmap Conclusions
  7. 7. The context
  8. 8. Personal productivity Collaboration : Approval & Review,… Quickly create (0 code) Business Processes apps “Citizen development” 4 main benefits : Bridge between Applications
  9. 9. The context : business Apps Empower power users Connect data across apps More efficient developers App Services Service Fabric Azure Functions … Azure functions Graph api … SQL Server BI Data analytics Internet of Things (IoT) … Build modern business app fast
  10. 10. Creating Flows
  11. 11. 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 / document library Mobile app (iOS-Android-Windows Mobile)
  12. 12. Flow templates
  13. 13. demo EXPENSE REPORT
  14. 14. Approval escalation in Flow
  15. 15. Approval problems… • What do we do if the item (to be approved) is deleted ? • What if the flow is cancelled ? • No approval reassignment(->roadmap) • Flow limitations : • 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
  16. 16. Limitations • 250 actions/flow ->create nested flows • Loops : max 5000 iterations • SharePoint • Limitation when more than 5000 items in a SharePoint list? • No OOB site level actions ->roadmap • Cannot OOB change item security ->roadmap • Lookup field pointing to another web (cross-site column lookup) ?
  17. 17. Limitations • No out of the box send for review ->soon • No custom input forms for approvers->roadmap
  18. 18. Limitation : no state machines
  19. 19. Limitation : no custom approval form
  20. 20. Microsoft Flow and On Premises
  21. 21. 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
  22. 22. demo FLOW & DATA ON PREM
  23. 23. Environments
  24. 24. 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 & using several Env]
  25. 25. 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
  26. 26. 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
  27. 27. Extensibility & Communication with the outside world
  28. 28.  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
  29. 29. Power BI & Flow FLOW DATA ALERTS DATA SOURCES POWER BI SCHEDULED REFRESH STREAMING DATA LIVE
  30. 30. Pricing & roadmap
  31. 31. Tarifs: Comparaison
  32. 32. Conclusions
  33. 33. 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
  34. 34. Negative • Young, unknown reliability • No state machines (but we have loops and tests) • Approval forms cannot be customized • SharePoint integration still weak • Flow duration : 30 days, Approval : 30 days • Weak for long business processes !
  35. 35. 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/
  36. 36. Thank you! bit.ly/spshel2018 Please rate this session @sergeluca @the sqlgrrrl https://sergeluca.wordpress.com
  37. 37. 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
  38. 38. 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
  39. 39. 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

×