Blog Post

Microsoft SharePoint Blog
2 MIN READ

New white paper – “Transforming business process with Microsoft 365”

Chris McNulty's avatar
Chris McNulty
Former Employee
Feb 04, 2019

White Paper

Microsoft 365 provides innovative capabilities to empower anyone - developers, power users, and information workers - to craft business applications tailored to real-world needs.  

 

SharePoint lists provide foundational data storage across the suite. PowerApps and Microsoft Flow bring custom forms and workflow into business applications. And Microsoft Forms and Power BI extend business apps with data gathering and analytics.

 

That’s a lot of power.  If you’re a problem solver, you’re in the right place.  Our new white paper “https://aka.ms/odsp-bawp” helps you understand these capabilities.  You'll learn about why business apps matter.  We review the core capabilities of each tool – SharePoint lists, PowerApps, Flow, Forms, and Power BI.  Finally, we complete the journey by presenting three scenarios to guide your implementation:

  • Event organizer
  • Travel approval
  • Employee onboarding

Each solution is accompanied by templates you can use immediately.  https://aka.ms/odsp-bawp today to start this journey.

Solutions

We also know that there's no substitute for learning by doing. That’s why our white paper is accompanied by three downloadable scenario templates.  Each includes setup scripts, PowerApps, Flow, and other tools, along with videos and step by step instructions to help you bring each of these solutions to life in your own environment.

 

These solutions take their place alongside the other templates already published on the https://resources.techcommunity.microsoft.com/templates-downloads/.  Let's take a look.

 

Event organizer

This solution allows you to invitee attendees to self-register for an event using Microsoft Forms.  Registrations are tracked in a SharePoint list, which can be deployed automatically using our site scripts included in the solution. Microsoft Flow is used to provide alerts , confirmations, and reminders about the event to attendees and staff.  Power BI is used for real-time reporting on attendee registrations and attendance.  Finally, this solution includes mobile and tablet versions of our PowerApps solution for checking in and managing attendees on the day of the event. https://github.com/SharePoint/sp-powerapps-solutions/tree/master/solutions/EventOrganizer and get started.

Event Organizer

Travel Approval

Travel is a critical part of business operations. This solution allows employees to easily submit travel requests from desktop or mobile devices using PowerApps. Requests are automatically routed using Flow to the appropriate manager and travel department for approval.  Managers can also access Power BI based status reports for all travel requests to verify current status and manage budgets.  Get started with our https://github.com/SharePoint/sp-powerapps-solutions/tree/master/solutions/TravelApproval

Travel Requests

Employee onboarding

The Employee Onboarding app is designed to streamline and simplify the process of bringing a new employee onboard into the organization. In many organizations, onboarding new employees can be a complicated and laborious process.   This solution integrates PowerApps, SharePoint and Flow to manage procurement, logins, email and training tasks for new staff.  https://github.com/SharePoint/sp-powerapps-solutions/tree/master/solutions/HROnboarding to get started today.

Employee Onboarding

Conclusion

Business apps are essential to transforming processes in every organization's journey to digital transformation.  Our new white paper and templates provide a road map for learning and adopting these solutions in your organization. We look forward to learning more about your experience here on the TechCommunity.  

Updated Feb 04, 2019
Version 1.0

16 Comments

  • Fernando Melo's avatar
    Fernando Melo
    Brass Contributor

    I too have made it a habit to use service accounts for flow. However, this does present a rather interesting bottleneck. Who gets access to the service accounts to create the flows?
    What do you think of these options:

    1. Create a Flow Group/Team/Site- The Service account will have full control of the site and or lists. Users can creat flows but then must share the flow so that the service account can take ownership. I wonder if there is a flow for this? Perhaps there could be a flow function to automatically give flow ownership to a list/library/powerapp if it detects the author account is changed

    2. In an enterprise use something like secret server to gain access to credentials of the service account. this way you can create the flow using those credentials. 

     

    Are any of these possible?

     

  • Our production flows are created and owned by service accounts. Connections within the flows are made with the service account as well. Then, the flow is shared to the group the administers the flows.

  • Rachel_Davis's avatar
    Rachel_Davis
    Iron Contributor

    Thanks for the reply, Chris. I read this article on Flow ownership by list/library owners and tested it out on a Flow. If I understand correctly, this gives any list owner the ability to edit the Flow - which is great. Really. But it still doesn't solve the problem that the Flow itself is logged in to SharePoint using my credentials. If something happens to me and my credentials, what will happen to the Flow? Will it continue to run uninterrupted? Or will it stop until one of the other owners edits it to use their credentials? 

     

    I totally agree that Flow is a much better tool than the SPD workflows in every way except this one. This gap is a grave risk to business continuity and one that is not adequately explained/disclosed to the users. 

  • Hi Chris McNulty ,

     

    I share the concerns of Rachel_Davis  In regards to this. So, I have some questions.

    I love flow and have done a lot (or around 20) and put them into production. On all of them I have added other owners since I want the flows to be accessible if I leave the company. My assumption is that the other owners will open the flows and edit them re-creating the parts of the flows that use my connections, thus securing that the flows can start running again if my account (and its connections) is removed or disabled. I have this marked as a manual process. I don’t like it, but I want to use Flow so I just accepted that we would need this manual part if I leave.

    Would it be possible to change the ownership of the flows to a Group and automatically have the flow use another connection (a person from the group) if my account is gone?

    Or same thing if I change the ownership to a list or library… will I get a new connection (one that is not mine) doing that?

    Thanks in advance 😊

     

    Best regards,

    Malene

  • Thanks for sharing.  Yes, we think Flow is the right home for business process - more features and integrations than legacy SPD, which was deprecated five years ago.

     

    Regarding Flow ownership, we introduced list/library ownership last year - you can assign a list or library as owner of a Flow (we do this automatically for system templates liek page approvals)  You can also add a group as owner.

  • Rachel_Davis's avatar
    Rachel_Davis
    Iron Contributor

    Chris McNulty Again, I raise the same concern with Flow. Do we really think it's a good idea to tie business process automation to the credentials of an individual user rather than to the site or list? Yes, we can share a Flow, but even a shared Flow is still tied to the credentials of a SINGLE user.  Life happens. People change jobs, go on maternity leave, or get sick or even die suddenly. The potential for interruption to the business is massive, especially when we're talking about onboarding or travel approval. 

     

    You market Flow towards end users but it creates a massive risk for interruption to the business. When you add in the fact that many departments run everything through their local power user, we've magnified that risk exponentially. Now it's not just one or two Flows that will go down, it's the entire department.

     

    What are the plans/recommendations from Microsoft to address this risk? This is the one thing that is keeping us tied to SharePoint Designer workflows. They won't die if the user does.