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Building Your Own Solutionwith Power Apps and FlowSteve Knutson2017
About meManaging Director of Stratos Technology PartnersMicrosoft MVP for Office Servers & Services25 years IT industry experienceMountain biker and climberOne-eyed Cantabrian@nztechtweetwww.stp.co.nz
Agenda Overview of Flow Security and Policies Flow Demo Overview of PowerApps PowerApps Demo Advanced features Coming soon Q&A
Forms and Workflow SharePoint Designer 2013 &InfoPath 2013 Supported until 2026, but nonew versions will be released Poor mobile support Limited integration Microsoft PowerApps, Flowand Office 365 Cloud and mobile first Extensive Integration Not just for SharePoint Not just Microsoft Still has some life left New capabilities coming (fast)
Office 365
Microsoft Flow
ConnectorTriggerAction
Service Connectors
Security All actions are performed in the context of the logged in user Users can only see items they already have permission to see inSharePoint (security trimmed) Permissions are managed by the system being integrated withe.g. SharePoint, Dynamics 365, Facebook, Wordpress etc[?] Question: Can you use impersonation (like SPD)?
Policies Policies can be added to control where your data flows to. You can configure ‘compliance boundaries’. For example:‒ Prevent users creating Flows that Tweet, Instagram or Facebook ‒ Prevent updates to Slack (but allow Teams) Managed via the Flow and PowerApps Admin Portals in Office365[#] TIP: Check the default policy makes sense!
Building a Tweet Catcher
Document Email Notifications
Dynamics 365 to SharePointWhen a new record is created inDynamics 365 (CRM), create a newitem in a SharePoint list andpopulate with fields from the newrecord
Flow possibilities (a few examples) Generate a PDF version of a document Capture Twitter data to listen to the community GeneratePDF OneDriveversion ofora documentCopy filesafromDropbox to SharePoint (or vice versa) Pulltimesheetdata fromHarvesta SharePointlist for inprojectCreatea SharePointlist itemwhenintoa newentity is createdmanagementDynamics 365 Capturedatalistto itemlistenwhento thesomeonecommunityCreate a TwitterSharePointsubscribes to Mailchimp Copyfiles fromdataOneDriveor DropboxSharePointlist(or vice versa)Pull timesheetfrom Harvestinto toa SharePoint Sendemailwhennew itemsandare postaddeda listDraft anblogpostsin SharePointto toWordpress Createa SharePointFTP documentsto a listwebitemsitewhen a new entity is created in CRM Createa SharePoint list item when someone subscribes to MailchimpApprovals[#] TIP: Check the SharePoint Templates list for new actions
PowerApps turn your expertiseinto custom applications
Use PowerApps when You have time consuming manual processes You can’t find off the shelf apps or services to meet you needs You don’t have the budget to develop a custom mobile app You have a short timeframe to create a solution
PowerApps and SharePoint Connect to your data:‒ SharePoint Lists‒ Dynamics 365‒ SQL‒ Excel‒ And more Build Apps for the Web and Mobile devices. Use your devices features including camera and GPS No Code Required!PowerApps help you solve your unique business problem, withoutneeding a huge developer budget and long lead times.
Building a simple mobile app with PowerApps
Demo appCreate a listCreate an app
PowerApp DesignerFrom here you can Change field order andproperties Add controls Add images Add data sources etc
Advancedfeature:Sometime you do need arocket scientist
Advanced capabilities Common Data Service‒ A prebuild data model and service provided by Microsoft‒ Saves time and provides consistency‒ Supported by PowerApps, Flow and PowerBI Entity Control Form (preview)‒ View, navigate and edit relational data from the Common Data Service Azure Functions for Common Data Service (preview)‒ Combine data across services‒ Add more advanced logic‒ Pay as you go usage
SharePoint Virtual Summit Announcements Rich Forms embedded in SharePoint lists‒ Conditional field display‒ Display additional info from other data sources e.g. maps, weather,Dynamics365, etc‒ Different control types e.g. sliders, drop downs‒ Connect Flows to buttons (actions) Embed PowerApps in SharePoint pages‒ Provide seamless access to your PowerApps‒ Mix with other web-parts and page content (Modern pages)
Bringing it all together
Feature Pack 2 for SharePoint 2016 includessupport for Flow and PowerAppsAvailable later this year
Summary InfoPath and SharePoint Designer are now legacy technologies Flow and PowerApps are the next generation Build integrated web and mobile without code SharePoint integration for cloud and on-premise Policies and security trimming are baked in You’ll need to think different New features coming. Fast!
Questions and Answers Steve Knutson Microsoft MVP for Office Servers and Services SharePoint Consultant @nztechtweet steve@stp.co.nz www.stp.co.nz
Resources ed-flows/ ng/learning-common-data-service/ -of-azurefunctions-for-the-common-data-service/ ta-service/
Thankyouto oursponsors!
Managed via the Flow and PowerApps Admin Portals in Office 365 [#] TIP: Check the default policy makes sense! Building a Tweet Catcher. Document Email Notifications. Dynamics 365 to SharePoint When a new record is created in Dynamics 365 (CRM), create a new item in a SharePoint list and populate with fields from the new record. Flow possibilities (a few examples) Generate a PDF version
