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Microsoft Flow
Easy Desktop Integration
Dan Toomey
Mexia Consulting
Enabling the Digital Enterprise
Who am I?
• Senior Consultant / Integration Architect
• MCT, MCPD, MCTS BizTalk & Azure
• Pluralsight Author
• www.mindovermessaging.com
• @daniel2me
Acknowledgements
Charles Lamanna
Principal Group Engineering Manager, Microsoft
@clamanna
Microsoft Flow helps non-developers work smarter by
automating workflows across apps and services
Get notifications Synchronize files Collect data Automate approvals
Automate advanced scenarios with multiple steps,
branching conditions, and more
Click-to-code for integrating
the systems you’re already
using… even custom APIs.
New services being added
every week!
https://flow.microsoft.com/manage/connections/available
Get started quickly
with hundreds
useful templates
• Templates focus on the
services involved (and not the
backing workflow)
• Community can publish
templates for all Flow users
• Per company / organization
templates later this year
Simple explanation + landing page for templates
Easily share templates via
social media or email with
your colleagues or friends
See how much this
template has been used
and who published it
Detailed description of
what the template does
and needs
Select Use this template to
sign up/sign in and
configure the template
Simple explanation + landing page for templates
Sending an Exchange email when a new file
is added in Dropbox
Authenticate to your O365 account.
Build email Subject and Body
Choose to include properties
from previous step (Dropbox
file) to improve relevance
Specify Send To email address
and additional properties
(optional): From, CC, BCC and
ImportanceConnected to johnsharp@contoso.com
Authenticate to your Dropbox account.
Select folder to monitor
PowerApps
Build your own flow from scratch
See detailed inputs /
outputs for each step
Save visual representation as
building / creation time
Debug any flow if needed
Same list of connections is
shared between PowerApps
and Flow so you only have to
sign in once
If your password changes or
you revoke the application
access you can come here to
sign-in again and fix it
Delete connections if you no
longer want Flow and
PowerApps to be able to
access that data
Consolidated list of all connectors
• Integration is a problem that spans the enterprise
• Limited resources / time for central Integration
specialists; unmet need for office workers
• Flow enables “self-service” for simple integrations
Why are we talking about Flow?
Flow focus:
Business Users & Specialists
BizTalk & Logic Apps focus:
IT Pro / Developers
Who is the audience for Flow?
Grow-Up Story from Flow
• Flow is good for simple integrations and
empowering users to do integrations without going
through devs + IT
• However, sometimes IT / devs need to take over
when the Flow gets too advanced or becomes
business-critical
• Any Flow can be converted to a Logic App (will be
one-click later this year)
• Enriching or pushing data to existing store; e.g.
• take customer information from SalesForce / CRM and add it to a SharePoint list
• Approval workflows for common administrative tasks; e.g.
• resume screening; vacation requests; etc.
• Capturing data for better visualizations
• take data from an “unsupported” database and push it into Power BI (using
Excel or SQL connectors)
Example Use Cases
from Daniel Laskewitz (here)
Flow + SharePoint
from John White (here)
Flow + PowerBI
• Embedding where it makes
sense
• Focusing on information
products (not dev tools)
• SharePoint Online is in
private preview
Flow available for Office workers
• In addition to flows being available in SharePoint
Online, you will be able to embed Flow directly
into custom applications
• Includes the ability to browse flow templates +
create them
• as well as.. the ability to kick off a create-from-
template
Your App
Embedding directly into applications
• Easily create mobile-optimized applications
• Connect to your data where it resides,
access a wide variety of data sources, from
SharePoint lists to Excel files
• Integrate apps with larger processes;
trigger workflows across your Enterprise
based on user actions
PowerApps
AUTOMATE
Flow
ACT
PowerApps
Connectors to Data and APIs
• Common question about Flows – since it is a multi-tenant, SaaS
product
• Standard practices: data sovereignty (e.g. EU customers stay in the
EU), encryption of sensitive data at rest (e.g. keys / tokens); etc.
• In the future: will allow organizations to enable / disable particular
connectors or templates, so that users cannot unintentionally violate
a security boundary (e.g. copy SharePoint files to Dropbox)
What about security?
• For example: financial or payments data, or mission
critical B2B data
• Reason to move to Logic Apps / BizTalk instead of
Flow (e.g. development in production would be
very risky)
• Azure has a lot of enterprise / compliance controls:
Azure Cloud Policy, Azure Security Center, Azure
Audit Logs, and more
For very tight security
Recap
• Microsoft Flow brings Integration to non-developers / non-IT – big opportunity &
change in large organizations
• BizTalk + Logic Apps cover different, advanced scenarios
• Investments you make in BizTalk 2016 + Logic Apps will also pay dividends with
Flow
Resources
• Service Website:
– https://flow.microsoft.com/
• Browse Documentation:
– http://go.microsoft.com/fwlink/?LinkID=786358&clcid=0x409
• Blog (with multiple posts each week):
– https://flow.microsoft.com/en-us/blog/
• Community User Group:
– http://powerusers.microsoft.com/
• Videos:
– https://www.youtube.com/playlist?list=PL8nfc9haGeb55I9wL9QnWyHp3ctU2_ThF
• Twitter:
– @MicrosoftFlow
– #MicrosoftFlow
Thank you.

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Microsoft Flow - Easy Desktop Integration

  • 1. Microsoft Flow Easy Desktop Integration Dan Toomey Mexia Consulting
  • 2. Enabling the Digital Enterprise Who am I? • Senior Consultant / Integration Architect • MCT, MCPD, MCTS BizTalk & Azure • Pluralsight Author • www.mindovermessaging.com • @daniel2me
  • 3. Acknowledgements Charles Lamanna Principal Group Engineering Manager, Microsoft @clamanna
  • 4.
  • 5. Microsoft Flow helps non-developers work smarter by automating workflows across apps and services Get notifications Synchronize files Collect data Automate approvals
  • 6. Automate advanced scenarios with multiple steps, branching conditions, and more
  • 7. Click-to-code for integrating the systems you’re already using… even custom APIs. New services being added every week! https://flow.microsoft.com/manage/connections/available
  • 8. Get started quickly with hundreds useful templates
  • 9. • Templates focus on the services involved (and not the backing workflow) • Community can publish templates for all Flow users • Per company / organization templates later this year Simple explanation + landing page for templates
  • 10. Easily share templates via social media or email with your colleagues or friends See how much this template has been used and who published it Detailed description of what the template does and needs Select Use this template to sign up/sign in and configure the template Simple explanation + landing page for templates
  • 11. Sending an Exchange email when a new file is added in Dropbox Authenticate to your O365 account. Build email Subject and Body Choose to include properties from previous step (Dropbox file) to improve relevance Specify Send To email address and additional properties (optional): From, CC, BCC and ImportanceConnected to johnsharp@contoso.com Authenticate to your Dropbox account. Select folder to monitor PowerApps Build your own flow from scratch
  • 12. See detailed inputs / outputs for each step Save visual representation as building / creation time Debug any flow if needed
  • 13. Same list of connections is shared between PowerApps and Flow so you only have to sign in once If your password changes or you revoke the application access you can come here to sign-in again and fix it Delete connections if you no longer want Flow and PowerApps to be able to access that data Consolidated list of all connectors
  • 14.
  • 15. • Integration is a problem that spans the enterprise • Limited resources / time for central Integration specialists; unmet need for office workers • Flow enables “self-service” for simple integrations Why are we talking about Flow?
  • 16. Flow focus: Business Users & Specialists BizTalk & Logic Apps focus: IT Pro / Developers Who is the audience for Flow?
  • 17.
  • 18. Grow-Up Story from Flow • Flow is good for simple integrations and empowering users to do integrations without going through devs + IT • However, sometimes IT / devs need to take over when the Flow gets too advanced or becomes business-critical • Any Flow can be converted to a Logic App (will be one-click later this year)
  • 19.
  • 20.
  • 21. • Enriching or pushing data to existing store; e.g. • take customer information from SalesForce / CRM and add it to a SharePoint list • Approval workflows for common administrative tasks; e.g. • resume screening; vacation requests; etc. • Capturing data for better visualizations • take data from an “unsupported” database and push it into Power BI (using Excel or SQL connectors) Example Use Cases
  • 22. from Daniel Laskewitz (here) Flow + SharePoint
  • 23. from John White (here) Flow + PowerBI
  • 24.
  • 25. • Embedding where it makes sense • Focusing on information products (not dev tools) • SharePoint Online is in private preview Flow available for Office workers
  • 26. • In addition to flows being available in SharePoint Online, you will be able to embed Flow directly into custom applications • Includes the ability to browse flow templates + create them • as well as.. the ability to kick off a create-from- template Your App Embedding directly into applications
  • 27. • Easily create mobile-optimized applications • Connect to your data where it resides, access a wide variety of data sources, from SharePoint lists to Excel files • Integrate apps with larger processes; trigger workflows across your Enterprise based on user actions PowerApps
  • 29. • Common question about Flows – since it is a multi-tenant, SaaS product • Standard practices: data sovereignty (e.g. EU customers stay in the EU), encryption of sensitive data at rest (e.g. keys / tokens); etc. • In the future: will allow organizations to enable / disable particular connectors or templates, so that users cannot unintentionally violate a security boundary (e.g. copy SharePoint files to Dropbox) What about security?
  • 30. • For example: financial or payments data, or mission critical B2B data • Reason to move to Logic Apps / BizTalk instead of Flow (e.g. development in production would be very risky) • Azure has a lot of enterprise / compliance controls: Azure Cloud Policy, Azure Security Center, Azure Audit Logs, and more For very tight security
  • 31.
  • 32. Recap • Microsoft Flow brings Integration to non-developers / non-IT – big opportunity & change in large organizations • BizTalk + Logic Apps cover different, advanced scenarios • Investments you make in BizTalk 2016 + Logic Apps will also pay dividends with Flow
  • 33.
  • 34. Resources • Service Website: – https://flow.microsoft.com/ • Browse Documentation: – http://go.microsoft.com/fwlink/?LinkID=786358&clcid=0x409 • Blog (with multiple posts each week): – https://flow.microsoft.com/en-us/blog/ • Community User Group: – http://powerusers.microsoft.com/ • Videos: – https://www.youtube.com/playlist?list=PL8nfc9haGeb55I9wL9QnWyHp3ctU2_ThF • Twitter: – @MicrosoftFlow – #MicrosoftFlow

Notas del editor

  1. Interested in all things integration – which of course includes MS Flow
  2. Development Manager for Logic Apps, BizTalk Server, BizTalk Services & MS Flow
  3. Human beings are actually great systems integrators today. We constantly move information around, from our phones, to our PCs, to our “data systems” that that range from a new SaaS tool, to pen and paper. We receive an input or notification on one of our devices, and we cascade it into another routine action. Some real life examples: Our teams are constantly meeting people at events and following up over email. We want to ensure we don't miss any of these leads, but re-typing information from emails into our CRM system is tedious. We work with agencies who create content and upload large files to OneDrive or Dropbox accounts. Our teams want to know right when the latest files arrive, without having to check every 30 minutes, and then they want to transfer a backup to a save cloud storage as soon as it comes through to ensure we don’t loose any valuable work. I get hundreds of emails every day, and my notification options are all-or-nothing. It’s hard to keep up with all that traffic when I’m travelling. I’d like to get an SMS when specific people like my boss or a key customer prospect reach out directly to me However, humans aren’t especially efficient system integrators. What if we could automate these processes? Most of these system are seen as "not designed to work with each other" and integration projects between these systems will quickly become complex IT projects that take a long time to execute and require deep integration expertise. What if we could automate routine tasks to be more efficient as a business users? What if we could enable new uses and accomplish things we can’t currently do today by relying on powerful process automation that does not require length IT projects?
  4. Human beings are actually great systems integrators today. We constantly move information around, from our phones, to our PCs, to our “data systems” that that range from a new SaaS tool, to pen and paper. We receive an input or notification on one of our devices, and we cascade it into another routine action. Some real life examples: Our teams are constantly meeting people at events and following up over email. We want to ensure we don't miss any of these leads, but re-typing information from emails into our CRM system is tedious. We work with agencies who create content and upload large files to OneDrive or Dropbox accounts. Our teams want to know right when the latest files arrive, without having to check every 30 minutes, and then they want to transfer a backup to a save cloud storage as soon as it comes through to ensure we don’t loose any valuable work. I get hundreds of emails every day, and my notification options are all-or-nothing. It’s hard to keep up with all that traffic when I’m travelling. I’d like to get an SMS when specific people like my boss or a key customer prospect reach out directly to me However, humans aren’t especially efficient system integrators. What if we could automate these processes? Most of these system are seen as "not designed to work with each other" and integration projects between these systems will quickly become complex IT projects that take a long time to execute and require deep integration expertise. What if we could automate routine tasks to be more efficient as a business users? What if we could enable new uses and accomplish things we can’t currently do today by relying on powerful process automation that does not require length IT projects?
  5. Microsoft Flow is a SaaS service that helps business users work smarter by automating workflow across a growing number apps & services that they rely on. The possible workflows span across a wide variety of possibilities, for example : Get a notifications when a certain file is updated Synchronize files by connecting your folders to keep data current, Automatically collect and organize your business data Streamline approvals and get instant alerts. Microsoft Flow makes it possible to automate all of these scenarios and more.
  6. Create more advanced integration scenarios with multiple steps, adding conditions between steps and the every expanding list of more advanced enterprise connectors.
  7. Get a whole bunch of connectors OOTB to common SaaS Services, from O365 (Outlook, OneDrive) to collaborative svcs (Slack) to CRM svcs (Salesforce, Dynamics CRM) Can support connections to custom APIs (Swagger end point definition) URL for full list of connectors
  8. User over 100+ templates (and growing) for common scenarios as a starting point to create your new workflow!
  9. No code, no workflow – configure the connectors
  10. Go to landing page and choose or search for a template Sign in Configure the connectors in the template
  11. In addition to utilizing Templates, end-users can easily build their own Flows or customize any of the available templates through an easy to use visual designer.
  12. Can view all of your existing connections and modify accordingly
  13. Can’t think of a single organisation that does NOT have a need for integration Integration is a specialised skill Some integration needs are very simple and/or very common
  14. Use developer type photo.
  15. Think of the all the spectacular ways you can get yourself fired!