One Size Fits All? Not when it comes to IT.We’ve worked with a select group of Microsoft MVPs to put together a new blog series covering the biggest industry talking points and tribulations. The below article comes straight from MVP and Triad Senior Consultant, Pieter Veenstra. Before you get started, we’d like to extend our gratitude to you, our tech community members, for your ongoing insights. Keep feeding back to our MVPs and keep checking back on our Tech Implementer homepage to stay up to date with the latest news and developments. Over to Pieter.
Once in a while, there are situations where the OOTB features of Dynamics 365's first-party apps simply run out. While Field Service can be a powerful tool to create additional value in a service/maintenance business, it also has its limits. I have previously written about Time Entries in Field Service by using Flow and PSA so let's continue on that path and see how we can enable field technicians to sell more by leveraging the power of the Power Platform.
My name is Jay Goodison, one of the co-founders of Encodian and this post covers our recently released 'Encodian' connector which provides a new set of robust actions for creating, watermarking, securing, OCR'ing and merging PDF documents as well as image clean-up operations, bringing auto-rotate, de-skew and de-speckle capabilities (plus lots more!) to Flow.
This blog post will introduce you to an idea that allows you to pull products from Opportunity Lines in D365 CE to your Field Service Work Order Services and Work Order Products with Flow. No code is needed to accomplish this!
How do you take that document that a user sent you, get it into SharePoint or Teams with the proper metadata/properties?
The answer is this quick and easy Flow, which will allow you categorize and move attachments into Document Libraries and add identifying metadata as part of the process. Using the sweep rules in an email inbox, you can manage and sort the emails and attachments in one simple process, and also use sweep rules to clean up the emails as they get stale if you so desire. By using Sweep Rules in combination with folders in Outlook and Document Libraries in SharePoint or (/Office365 Groups or Microsoft Teams), you can be very specific as to how attachments can be sorted and labeled as part of this process.
Very often we have a flow which is triggered by adding an item to a SharePoint list. and we would like to keep track of where the flow is for the particular list item The article explains how to keep track of your flow, from the SharePoint list.
Do you have a folder in your Inbox that receives all of your automated emails from one of the important services that you regularly use? Well, I do too! I get to use an awesome tool to stay ahead of the game with Twitter because I manage the Microsoft Flow Twitter account! This tool sends me an email every time one of my scheduled Tweets goes live. I don't know if you follow the Flow Twitter page, but that's 5 or more Tweets daily that I am alerted about via automated emails! This is why they all get moved to their own folder automatically via an email rule in Outlook. See how I use Flow to stay alerted if one of those automated emails is trying to alert me that a Tweet hasn't posted!!
I can tell you right away that if you're going to be working for Microsoft, you're going to be receiving a LOT of emails and you'd better have a way of keeping track of the really important ones to make sure that they are all being read and addressed properly. There are MANY ways to do this with Microsoft Flow. I'll show you how I make sure that I know every time my boss sends me an email.
Are you still trying to figure out what do with SharePoint Hub Sites and how to control the 100 hub site limit? Flow can be your answer by incorporating an approval flow to the SharePoint administrator. In continuing with the development of Flow integration to SharePoint Online according to the latest October release notes: Site owners will be prompted to create and run an approval process whenever they want to join a hub site in their tenant. Furthermore, for organizations that have turned off self-site creation, users can now request a site to be provisioned, which will initiate a request to SharePoint administrators before being provisioned.
In this article, I'll show you how I get my boss to approve groups of batched Tweets before I load them in our custom built automatic Batch Tweet Scheduler Machine to go live on our channel. This is a follow-up article from the how-to article that I wrote about the Batch Tweet Scheduler that uses Microsoft Flow and Google Sheets to Automate hours and hours worth of tedious work! Enjoy!
One of the more powerful aspects of Flow is that it can take various actions based on conditions. Using Forms inside of Teams, you can very easily set parameters around different actions that will be taken based on the responses people give on your Form.
Publishing an HTML or other file to Azure blob storage can enable anyone who has the link to that specific file to access it and download it, which is a great way to provide much easier non-secure access to information than sharing that file directly from a One Drive or via SharePoint Online (as even a link that does not require authentication sometimes requires that user to have a Microsoft Online account).
One of the most common desires for a workflow is the ability to create documentation from a form. There are endless business processes for this kind of workflow, and such a workflow can easily integrate as part of a larger business process.
Do you like the Network Days function in Excel? And do you need to create reminders to do a task but do not want to include weekend days - here is a trick to exclude them. You can re-create it with SharePoint Online and Flow.
Flow Connectors: SharePoint, O365 Outlook
What is the Network Days function? The NETWORKDAYS function is a built-in function in Excel that is categorized as a Date/Time Function to not include weekends when calculating 2 given dates.
Use Case: When a SharePoint item gets created, I needed to add 3 days from the create date not including the weekends and email a reminder. The person field can be any type like assigned to, but in this case it is a writer that has to take action by the 3rd day after an item is added. This type of reminder system and exclusion of network days can work in many scenarios and here is one of them that worked for me.
It is possible to add a document library as a tab in Teams channels, and this post is going to show how you can sync (creation and deletion) such a document library with an external storage source (this use case is for DropBox) via Flow.
Do you ever just want a quick and efficient way to create a request workflow? There are several ways to create a request approval process with Flow and I am going to show you one of the ways that has worked for me. This request process is specific for a vacation request approval flow but can easily be used for any type of request. I will provide you with 5 easy steps for you to successfully create the approval process using a modern SharePoint Online List. This Flow is highly extensible and can even include multi-step approval processes. For more information about multi-step approval check out Jon Levesque’s video: https://www.youtube.com/watch?v=f6ysuQUZ2wQ
Though you can externally share sites and documents in Office 365, sometimes, users need to send out documents to many external contacts, and would like an easier way to do this without having external users create a Microsoft account, without having to attach said document to an email.
The potential of SharePoint is abundant and now with Flow you can do even more. However, with more power comes more responsibility and this is where Cognitive Service's can help. In this blog we'll see how the Computer Vision and Content Moderator connectors can help monitor the images that are uploaded to SharePoint libraries buy tagging them and also identifying those that are either racy or adult.
There is a template for Sending an Outlook Email for Each Microsoft Forms Survey Response that does not run properly due to the Forms Connector update. We recently came upon this discovery so now I will show you how to create the Flow from scratch to avoid having to use the broken template!
This blog focuses on how using Flow you can automate the process of monitoring incoming emails and create tasks in existing Plans in Planner. The Flow is smart enough to focuses on new emails only and ignore replies.
As someone who simply cannot win a raffle price I decided to remove 'Luck' out of the equation and instead leverage Flow, Cognitive Service Text Analytics and Power BI to make price winning a little more interesting and fare. One would even say I added a new meaning to the phrase 'Luck favors the prepared'.