![]() ![]() Second Things Second(?) - PowerApps Settings Next, click on "Yes" under "Enable Microsoft Flow". To enable the setting, you will need to navigate to Settings>System Settings>Customizations. New versions of Dynamics 365 since the October 2019 update will have Microsoft Flows already enabled. Prior to utilizing Microsoft Flows within Dynamics 365, you will need to enable this setting. First Things First - Dynamics 365 Settings We can now create on-demand Microsoft Flows to provide on-demand automation. So, like the on-demand workflows of old, we are now in the age of Microsoft Flow. They will not run through some sort of automated trigger. They are a way to allow users to run automation only when needed. If you have been using Dynamics 365 (CRM) for sometime, you will know about on-demand workflows. Now, on with the blog! On-Demand Microsoft Flow - What is it? If you attended the User Group Summit 2019 in Orlando, FL, and you purchased the video recordings add-on package, you can access the recording library now. During this session I covered various ways you can utilize Microsoft Flow with Dynamics 365. This session was called " Triple Threat - Microsoft Flow, Dynamics 365, and You". I plan to publish posts down the road on various tips, tricks, and instructions related to Microsoft Flow.This post is a segment of something I covered during my User Group Summit 2019 session. You can read more about it here: Additional Resources You can also access and manage flows via Mobile App. You can access Flow from any custom list or modern document library, via Flow Tile in the Office 365 App Launcher or by going to this URL: Via Mobile app How can I access Microsoft Flow Via Web Browser You can start building flows right from within Custom Lists and Modern SharePoint Document Libraries. Microsoft Flow is integrated into SharePoint lists and libraries Microsoft Flow is part of Office 365įirst, as already mentioned above, Flow, just like SharePoint, is part of Office 365 family. ![]() While Microsoft Flow is independent of SharePoint, both are tightly integrated. This is powerful! How is Microsoft Flow related to SharePoint? Where Flow really shines at the moment is the ability to interface with other applications. Flow, on another hand, is relatively new and does not have all the bells and whistles (yet) you would need to build a serious workflow. Is Microsoft Flow the replacement for SharePoint Designer?Īt some point, I hope so! While SharePoint Designer does have its quirks and limitations, it does allow to build some pretty powerful and complicated workflows on lists and libraries in SharePoint. What makes the Microsoft Flow unique is that your workflow can interact with other applications like MailChimp, DropBox, Twitter, SharePoint, and OneDrive. Microsoft Flow, on another hand, employs a graphical user interface that allows building workflows almost the same way you would be building them in Visio. You really need to learn the syntax, all the quirks of SharePoint Designer and spend countless hours debugging and tweaking the code. Also, creating a workflow in SharePoint Designer is not something one can do on Day 1. However, its workflow capability does not allow for easy interface with other applications. SharePoint Designer is purely a SharePoint-specific tool. How is Flow different from SharePoint Designer? Or, maybe when a document is uploaded to the document library, an email will be sent to your manager asking for an approval/feedback of the document. For example, once a new entry is added to the SharePoint list – an email can be sent asking an individual to review. It allows you to automate business processes by building workflows based on certain triggers and actions. It is included in most of Office 365 subscriptions and can be accessed via Office 365 app launcher. Just like many other offerings from Microsoft, Flow is a new app that is part of Office 365 suite. However, there is a new kid on the block you need to pay attention to and that is Microsoft Flow. ![]() Historically, if you wanted to create a workflow in SharePoint, you had to either rely on workarounds (for simple workflows), SharePoint Designer or 3 rd party tools. These business processes could range from simple document or form approvals (think vacation request forms) to complicated processes, spanning multiple systems and applications (think hiring/onboarding business process or purchase orders/financial transactions). ![]() Any business, small or large, depends on business processes. However, it is not just about the static content. SharePoint is a great platform to store and collaborate on documents and content. ![]()
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