In my previous article, Develop Workflows and Business Processes without Developers, I mentioned how there are numerous options for creating workflows without the need to write actual code. In my second article on workflows, I’m going to go a little deeper into one of the options I discussed: Microsoft Flow. As I mentioned, Flow is a drag and drop service solution used to create automated workflows within Office 365. These workflows can connect different applications and services; including enterprise apps (Office 365, SharePoint Online, Salesforce, CRM) and social apps (Twitter, DropBox, MailChimp), to name a few. The drag and drop interface allows for a relatively simple solution for creating an automated workflow.
Getting Started with Microsoft Flow
To get started with Flow, it’s as simple as going to the Microsoft Flow site and then starting to build new applications within the browser. Other options and software require separate applications for you to install to get going. Flow is completely browser-based, so no need to download anything else! Once you are logged into the site, you have the option of using any of the hundreds of templates already built, create a new process from a template or even start out with a blank canvas to create your new workflow. Some templates available with Flow can help with tasks such as:
- Sending yourself a reminder in 10 minutes
- Sending a “Working from home today” email to your manager
- Blocking out your Office 365 calendar for an hour
Note: If you do not have an O365 plan that includes Flow, you can sign up for a free 90 day trial.
Automated Workflow Integrations and Templates
In addition to the many triggers and steps Flow has to offer, there are a lot of different services that integrate with Flow. There are too many to list, and it keeps growing, so follow the URL to see the latest services that integrate with Flow.
Some of the services and templates available can truly make your day to day office tasks easier. For instance, of the out-of-the-box templates, there is a flow to send a “working from home today” email to your manager. You can even take that template and tweak it so that it’s also a “don’t forget to submit your timesheet” button that you press once a week to your direct reports. Anything that is repeatable can easily be made into a Flow process.
Some more advanced templates integrate with other third party services. For instance, there is a template which automatically creates a Dynamics CRM entry from a SharePoint list item. Imagine having a SharePoint list which allows users from across the company to add in potential sales contacts. Not all users in your organization may have access to CRM, so when they create an entry using the SharePoint list, Microsoft Flow will automatically trigger and enter the sales contact entry into CRM without any action. You can easily configure this template to have an approval step if the process feels too automated!
Microsoft Flow on the Go
For remote workers, there is a mobile app for iOS and Android that allows you to trigger the workflows or get notifications by the press of a button. So you can open the Flow app, and trigger your email without the use of your computer. You even have the ability to send SMS (text messages) from the flow itself. So, if you are out-of-the-office, enable the Flow which texts you anytime your favorite client emails you, and you will be ahead of the game.
By using Microsoft Flow, your users can create workflows into back-end systems to help run business processes – all without having to call IT! Flow has provided users with the empowerment to work and create their own automated workflows. Still need help implementing automated workflows for your organization? Looking for help with a workflow that is too advanced for Flow or need to integrate with systems not yet available with Flow? Contact us and see how BlumShapiro Consulting can help get you started on your way and assist.
Brent Harvey has over 10 years of software development experience with a specific focus on SharePoint, Project Server, and C #and web development. Brent is an Architect at BlumShapiro Consulting. Brent is a Microsoft Certified Solutions Expert in SharePoint 2013, Solutions Associate in Windows Server 2012, Specialist in Developing Azure Solutions and Professional Developer in SharePoint 2010.