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Introduction To Microsoft Flow

The document provides an overview of Microsoft Flow, a cloud-based application for automating workflows and processes. It covers the creation of flows using templates or from scratch, the importance of automation for productivity, and the various roles of users such as Flow Owners and Run-Only Users. Additionally, it discusses connectors, triggers, actions, and the functionality of approval flows within the platform.

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heba
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16 views29 pages

Introduction To Microsoft Flow

The document provides an overview of Microsoft Flow, a cloud-based application for automating workflows and processes. It covers the creation of flows using templates or from scratch, the importance of automation for productivity, and the various roles of users such as Flow Owners and Run-Only Users. Additionally, it discusses connectors, triggers, actions, and the functionality of approval flows within the platform.

Uploaded by

heba
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Introduction to Microsoft Flow

Microsoft Flow Overview


Creating My First Flow
Getting Started with Flow
Creating a Flow Using a Template
Creating a Flow from Scratch
Demonstration
Requirements

Permission Needed Technologies Used


Access to create Microsoft Flows Microsoft Flow
Free license or Community Edition SharePoint
Access to upload files to OneDrive for Business OneDrive for Business
Access to create and write to a SharePoint List Twitter
Access to Twitter The Internet
Microsoft Windows XP Professional, Microsoft
Windows 7, Microsoft Windows 8, Windows 10
Agenda

Microsoft Flow Overview

Using Flow Templates

Creating Your First Flow From Scratch

Designing Approval Flows


Flow is…

Workflow automation
Routine and Repetitive tasks

Flow is a global-scale cloud-


based SaaS application that
supports the digital
transformation of processes
Why Automation?

•Increase Productivity

•Eliminate Inconsistencies

•Focus on Business Critical Issues


Business Problems, Flow
Solutions
Work Force Multiplication
Nontechnical staff acts as citizen developers
Leveraging drag and drop functionality, not code

Systems Integration
225+ Connectors
Custom and template solutions

Regulation
Administration & compliance
Data Loss Prevention (DLP) policy
Real World Use
Cases Within
Power Platform

• Power BI

• Power Apps

• Microsoft Flow
Flow’s Audience

•Flow focus:
• Business Users &
Specialists
• (Office,
Dynamics)

•Logic Apps Focus


• IT Pro /
Developers
• (Visual Studio,
Azure)
Extended Benefits

IT/Developers
Highly advanced and business critical
Flows

Logic Apps
Any Flow can be converted to a Logic App
Exporting Flows

Export Options
Flows can be exported as
a .zip file and migrated to
another tenant
Flows can also be exported
as a .json file, which allows
you to upgrade Flows to
Azure Logic Apps
Sharing Flows

Flows can be shared


Share flows with others as Owners or Run-Only users

Share flows via Web or Mobile

Invite users or entire O365 groups


Flow Owners

Flow Owners
Owners can create, delete, and modify Flows

By default the Flow Creator is the Flow


Owner

Flows can have multiple owners

My Flows vs Team Flows


When a Flow has multiple Owners it becomes
a Team Flow and will appear in the Team
Flows tab instead of My Flows tab
Run-Only Users

Run-Only Users
Can run the flow, but cannot manage, edit, or delete the flow

Can be added to flows with manual triggers, buttons,


sharepoint, etc.

Run-Only Permissions
Can manage run-only users and their access to connections
used within the flow
Look into
the
Licensing…
.
Let’s define a few terms…
Triggers & Actions

Triggers
Sets the flow in motion
An Event
A Button
Scheduled

Actions
What you want to happen when a trigger is invoked

Workflow Definition Language


Connectors

What are Connectors?


Connections between services
that can be used as triggers
and actions in Flow

Must have an account for and be


signed into services to utilize them

Some connectors are not available


to free users (Premium)
Connectors

Data Explorer
Controls

Controls
Actions to provide control-of-flow

CONDITION

SWITCH
Flow Templates

What is a Template?
A pre-built flow that performs one or more tasks
automatically after it is triggered by an event

Can be modified to fit your specific needs

Can be examined as a Learning Tool

Can be uploaded to the Microsoft Flow


Community for sharing
Templates, Templates and
Templates
Event Flows

What is the Trigger?


Based on an event that occurs in
another service

Example
When a new row is added to a
SharePoint List then…
On-Demand Flows

What is the Trigger?


Manually run based on user action

Initiating the Flow


From dedicated Flow button
From other apps like PowerApps, SharePoint, and others

Example
When I push a button on my phone then…
Scheduling Flows

What is the Trigger?


A schedule date and time occurring

Example
When it is a weekday at 9:00 AM then…
Approval Flows

What is an Approval Flow?


Quickly and easily manage the
approval of documents or processes
across services

Easily incorporates O365 users and


groups
Creating an Approval Flow

Approval Flows are Flexible


Can be used in a multitude of design
patterns & placed anywhere
Approvals will pause the flow, waiting on
response.
Can access Items, Expressions, & Variables
in Dynamic Content field
Interacting with Approval
Requests

Can Interact with Approval Requests via multiple


interfaces:
Email Web Mobile App
Interacting with Approval
Requests

Thank you

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