Building Your Own Solution with Power Apps and Flow Steve Knutson

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1 Building Your Own Solution with Power Apps and Flow Steve Knutson 2017

2 About me Managing Director of Stratos Technology Partners Microsoft MVP for Office Servers & Services 25+ years IT industry experience Mountain biker and climber One-eyed

3 Agenda Overview of Flow Security and Policies Flow Demo Overview of PowerApps PowerApps Demo Advanced features Coming soon Q&A

4 Forms and Workflow SharePoint Designer 2013 & InfoPath 2013 Supported until 2026, but no new versions will be released Poor mobile support Limited integration Microsoft PowerApps, Flow and Office 365 Cloud and mobile first Extensive Integration Not just for SharePoint Not just Microsoft Still has some life left New capabilities coming (fast)

5 Office 365

6 Microsoft Flow

7 Connector Trigger Action

8 Service Connectors

9 Security All actions are performed in the context of the logged in user Users can only see items they already have permission to see in SharePoint (security trimmed) Permissions are managed by the system being integrated with e.g. SharePoint, Dynamics 365, Facebook, Wordpress etc [?] Question: Can you use impersonation (like SPD)?

10 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 Office 365 [#] TIP: Check the default policy makes sense!

11 Building a Tweet Catcher

12 Document Notifications

13 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

14 Flow possibilities (a few examples) Generate a PDF version of a document Capture Twitter data to listen to the community Generate Copy files a from PDF OneDrive version of or a document Dropbox to SharePoint (or vice versa) Pull Create timesheet a SharePoint data from list item Harvest when into a new a SharePoint entity is created list for in project management Dynamics 365 Capture Create a Twitter SharePoint data list to item listen when to the someone community subscribes to Mailchimp Copy Pull timesheet files from data OneDrive from Harvest or Dropbox into to a SharePoint SharePoint list (or vice versa) Send Draft an blog posts when in SharePoint new items and are post added to to Wordpress a list Create FTP documents a SharePoint to a list web item site when a new entity is created in CRM Create Approvals a SharePoint list item when someone subscribes to Mailchimp [#] TIP: Check the SharePoint Templates list for new actions

15 PowerApps turn your expertise into custom applications

16 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

17 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, without needing a huge developer budget and long lead times.

18 Building a simple mobile app with PowerApps

19 Demo app Create a list Create an app

20 PowerApp Designer From here you can Change field order and properties Add controls Add images Add data sources etc

21 Advanced feature: Sometime you do need a rocket scientist

22 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

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24 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)

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26 Bringing it all together

27 Feature Pack 2 for SharePoint 2016 includes support for Flow and PowerApps Available later this year

28 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!

29 Questions and Answers Steve Knutson Microsoft MVP for Office Servers and Services SharePoint

30 Resources

31 Thank you to our sponsors!