cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
JonL
Power Participant
Power Participant

How do you use Microsoft Power Automate in your work?

Hey Power Automate Community!

We are wondering, Do you use Power Automate at work? In production? 

If so, tell us a bit about it! Tell us how you use the flows, what they help achieve, and if they help make life easier!

 

Thanks!

 

- Jon

2 ACCEPTED SOLUTIONS

Accepted Solutions
DionGoile
Advocate II
Advocate II

Hey Jon,

Sure thing, I’m limited to my phone only until tomorrow which from then I can provide some more information about these. (I’ve started writing a blog community blog also, which I hope to finish in the immediate future)

But for the moment here is a link to a blog for flow setup to get email alerts about unused 365 emails. This is what we use in house, written and documented by my colleague Elliot.

https://gcits.com.au/knowledge-base/get-email-alerts-unused-office-365-licenses-azure-functions-azur...

Thanks,

Dion

View solution in original post

SmartMeter
Helper V
Helper V

Hi Jon, This is a little bit of a hack, but I just used a flow to translate Sharepoint cloud list data keys (a people picker into a simple text name field on the same row.) This way PowerApps filter delegation will not be broken. Without a "plain text" of the current user's name, I can't use the filter verbs without breaking delegation, and ending up with the default top 500 rows in my app. It's like a "Flow spatula" for flipping SharePoint list pancakes into a plain text index. Ugly, but funcitonal.  

View solution in original post

131 REPLIES 131
AllanMartins
Advocate II
Advocate II

We have been using Flow for all the automation needs that we always had, but never figured out a way to manage. From rich approval's process, to simply Sharepoint folder monitoring.

 

Recently, we managed put in place a simple PowerApp for sendng SMS text message to multiple recipients using Twilio, and it works incredibly fine! 3-4 steps, about 20 mins to set it up and test, and it was good to go.

 

Have more things to put in place, looking forward what else we could do with it.

DionGoile
Advocate II
Advocate II

We use flow to manage our 365 tenants allowing ease of tenant onboard, user onboard, user offboard through delegated admin all with approvals.

Also generated alerts around applied licences and management of admin users.

Away from that we use flow to monitor for backup alert failures (failures of the alerts themselves).

Much more to be added!
JonL
Power Participant
Power Participant

Dion,

Would you be willing to show me these flows in depth? This sounds like a great use of Flow and I would love to learn more about it.

 

Thanks!

- Jon

DionGoile
Advocate II
Advocate II

Hey Jon,

Sure thing, I’m limited to my phone only until tomorrow which from then I can provide some more information about these. (I’ve started writing a blog community blog also, which I hope to finish in the immediate future)

But for the moment here is a link to a blog for flow setup to get email alerts about unused 365 emails. This is what we use in house, written and documented by my colleague Elliot.

https://gcits.com.au/knowledge-base/get-email-alerts-unused-office-365-licenses-azure-functions-azur...

Thanks,

Dion
SmartMeter
Helper V
Helper V

Hi Jon, This is a little bit of a hack, but I just used a flow to translate Sharepoint cloud list data keys (a people picker into a simple text name field on the same row.) This way PowerApps filter delegation will not be broken. Without a "plain text" of the current user's name, I can't use the filter verbs without breaking delegation, and ending up with the default top 500 rows in my app. It's like a "Flow spatula" for flipping SharePoint list pancakes into a plain text index. Ugly, but funcitonal.  

Do you have any sort of securely verifiable log of approvals and denials in your approval process? If so, how did you acomplish that?

I am also starting to use it extensively, especially around empowering PowerApps. One powerful example is using Flow (via a custom connector and OpenAPI file) in PowerApps to handle photo uploads into SharePoint with metadata. This is something that the PowerApps community has been waiting a long time for, so being able to use Flow to work around limitations is very empowering... (video here: https://www.youtube.com/watch?v=mp-8B1fLrqs).

 

I also did the same thing for using Microsoft cognitive services. At that time PowerApps couldn't call the OCR functions from the computer vision API and Flow was used as my glue...  https://www.youtube.com/watch?v=O0vstZ1EBaI

 

I am using Flow also to get around PowerApps limitations with Managed Metadata support. Instead of using the native PowerApps connector, I send data to Flow and then usde the HTTP action to talk to the SharePoint lists webservice to update managed metadata columns. Interestingly, flow cannot do this natively with the SharePoint connector, but the HTTP action is a godsend...

 

I am also using it for file sync scenarios (although this scenario is actually probably better served via an Azure function and PowerShell PnP. 

 

 

 

Anonymous
Not applicable

Hello Jon!

We are just going to use.

Can I use MS Flow between 2 separate Organizations? i have tried to add a connection to a second organization but it wouldn't allow me to pick an entity. 
What i am trying to accomplish is: When a field is updated in Organization A, go and create a record in Organization B. Is this even possible?

Thank you, Violab

 

Hiya

 

No you cannot do this in the way you might be imagining it, except in limited circumstances. It is possible to use Request/Response triggered flows and the HTTP action for a flow in one tenant to talk to another tenant...

 

A few people are doing this approach. eg: https://sergeluca.wordpress.com/2017/03/16/invoke-a-flow-from-another-sharepoint-flow-step-12-tutori...

 

Paul

Anonymous
Not applicable

I used to be a SP Designer guy with all the workflows and made some pretty elaborate workflows in the past. It took me a few tries to get used to this but have already sttarted to get a little silly.

  1. I am currently using Flow to send out User alerts to all users in the company of different things, HR Alerts, Communications, IT User alerts... things like that. So the user only has to go to a list and fill in these fields and I have used the HTML function in the flow emails to send out notification alerts to all users.
  2. I also am using Flow to manage an approval process for something internal. So users fill in a form (created using InfoPath still) and when they send it, it goes to a 3 step approval process with HTML emails. Its pretty cool.
  3. Lastly, I am going to start designing flow to do approvals using DocuSign to incorporate our HR forms into a workflow setting. Still in the conceptualization stage in Visio, but looking good.
Anonymous
Not applicable

Hi!

 

I am here cause I am not a developer and I want to have a workflow to send out SMS to agents yet I cannot for the life of me figure out how to make it happen. I feel as if I am missing something because everytime I think I have it I don't. Please help if you can!

nudlsoop
New Member

Create Outlook tasks from emails tagged with "#project".

 

I use mostly the Outlook web client, so I have no way of dragging an email over the tasks folder like one can in the Office Outlook desktop application. Instead I forward the email to myself, edited and with the subject "New #project: ...". It's a small price to pay to avoid using Outlook on the desktop.

 

I'm updating the flow to use the new Office 365 Outlook webhook trigger (read: building a second Flow, as you can't really change out the trigger that starts a Flow).

Anonymous
Not applicable

I use it to monitor competitor SEC filings. It monitors an RSS feed from the SEC and if a competitor files a filing it automatically creates a pdf and inserts it into a sharepoint document library. It then notifies me of the filing. 

bestay
New Member

I use it extensively for personal automation, for example, sending an email reminder to pay my bills or pay rent, notifications for different channels like twitter etc. However, I can't say it would be very useful for my company, which is very entrenched in Microsoft software from Sharepoint to Lync to Office. For companies like mine, I can see this replacing a lot of internal tooling, especially with integration to software like Salesforce, Yammer and intranet options.

 

Kind regards,Bestazy

malekedward
New Member

Currently we are not using Microsoft Flow but looking at the power of Microsoft Flow with automating simple processes we are going to be looking at automating some of our ISO requirements and daily reporting functions.

Our business uses around 30 or so flows setup to run various tasks, mostly from within PowerApps.

 

Most of our Flows are designed to run On-Premise SQL procedures or send email notifications or reminders. The most recent flow we added allows us to send a Skype message to a specific department when a file they've been waiting for is uploaded (with the file name included in the message)

 

We also have a few flows that are used to fill the gaps in image capture and conversion from within PowerApps. Specifically we have a flow that allows us to use the Upload Image feature in PowerApps and convert, save a copy, and attach info to a SQL database about the file for future reference.

 

Much more Flow usage to come from us as we dig into how we can automate and simplify business procedures!

 

 

Anonymous
Not applicable

Hi Community,

 

We've just started using flow and for the moment utilise it for documents approval and publishing. So we have only one flow running in production.

 

What the flow is doing:

1. Controls QA check and approvals. Users are happy to respond right from the emails.

2. Publishes approved documents with PDF conversion as an option.

3. Logs each step in SharePoint list. The list is connected to the document library, making it available to see history for each document.

 

Flow contains about 60 different blocks.

Do you have any sort of securely verifiable log of approvals and denials in your approval process? If so, how did you acomplish that?
Anonymous
Not applicable

Hi @vinhta,

 

Yes, we have.

 

1. Each approval/rejecting response is writing into a SharePoint list with the following info:

- Document ID

- User full name

- Response (Approved or Rejected)

- Timestamp (just a standard Create date)

 

2. We created a classical page with query string and filtered Log list web-parts and added an extra column called 'History details' to the document library with the following JSON formatting:

{
  "elmType": "a",
  "txtContent": {
    "operator": "?",
    "operands": [
      {
        "operator": "==",
        "operands": [
          {
            "operator": "toString()",
            "operands": [
              "[$ContentType]"
            ]
          },
          "Folder"
        ]
      },
      "",
      "History details"
    ]
  },
  "attributes": {
    "target": "_blank",
    "href": {
      "operator": "+",
      "operands": [
        "pageURL?",
        "DocID=",
        {
          "operator": "toString()",
          "operands": [
            "[$ID]"
          ]
        }
      ]
    }
  }
}

When users click this column, it redirects to the page with filtered log details.

 

I am happy if it does make sense.

Feel free to ask if you have any questions.

 

Cheers.

Helpful resources

Announcements

Tuesday Tip | How to Get Community Support

It's time for another Tuesday Tip, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.       This Week: All About Community Support Whether you're a seasoned community veteran or just getting started, you may need a bit of help from time to time! If you need to share feedback with the Community Engagement team about the community or are looking for ways we can assist you with user groups, events, or something else, Community Support is the place to start.   Community Support is part of every one of our communities, accessible to all our community members.   Within each community's Community Support page, you'll find three distinct areas, each with a different focus to help you when you need support from us most. Power Apps: https://powerusers.microsoft.com/t5/Community-Support/ct-p/pa_community_support Power Automate: https://powerusers.microsoft.com/t5/Community-Support/ct-p/mpa_community_support Power Pages: https://powerusers.microsoft.com/t5/Community-Support/ct-p/mpp_community_support Copilot Studio: https://powerusers.microsoft.com/t5/Community-Support/ct-p/pva_community-support   Community Support Form If you need more assistance, you can reach out to the Community Team via the Community support form. Choose the type of support you require and fill in the form accordingly. We will respond to you promptly.    Thank you for being an active part of our community. Your contributions make a difference!   Best Regards, The Community Management Team

Community Roundup: A Look Back at Our Last 10 Tuesday Tips

As we continue to grow and learn together, it's important to reflect on the valuable insights we've shared. For today's #TuesdayTip, we're excited to take a moment to look back at the last 10 tips we've shared in case you missed any or want to revisit them. Thanks for your incredible support for this series--we're so glad it was able to help so many of you navigate your community experience!   Getting Started in the Community An overview of everything you need to know about navigating the community on one page!  Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Community Ranks and YOU Have you ever wondered how your fellow community members ascend the ranks within our community? We explain everything about ranks and how to achieve points so you can climb up in the rankings! Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Powering Up Your Community Profile Your Community User Profile is how the Community knows you--so it's essential that it works the way you need it to! From changing your username to updating contact information, this Knowledge Base Article is your best resource for powering up your profile. Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Community Blogs--A Great Place to Start There's so much you'll discover in the Community Blogs, and we hope you'll check them out today!  Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Unlocking Community Achievements and Earning Badges Across the Communities, you'll see badges on users profile that recognize and reward their engagement and contributions. Check out some details on Community badges--and find out more in the detailed link at the end of the article! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Blogging in the Community Interested in blogging? Everything you need to know on writing blogs in our four communities! Get started blogging across the Power Platform communities today! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Subscriptions & Notifications We don't want you to miss a thing in the community! Read all about how to subscribe to sections of our forums and how to setup your notifications! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Getting Started with Private Messages & Macros Do you want to enhance your communication in the Community and streamline your interactions? One of the best ways to do this is to ensure you are using Private Messaging--and the ever-handy macros that are available to you as a Community member! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Community User Groups Learn everything about being part of, starting, or leading a User Group in the Power Platform Community. Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Update Your Community Profile Today! Keep your community profile up to date which is essential for staying connected and engaged with the community. Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Thank you for being an integral part of our journey.   Here's to many more Tuesday Tips as we pave the way for a brighter, more connected future! As always, watch the News & Announcements for the next set of tips, coming soon!    

Hear what's next for the Power Up Program

Hear from Principal Program Manager, Dimpi Gandhi, to discover the latest enhancements to the Microsoft #PowerUpProgram, including a new accelerated video-based curriculum crafted with the expertise of Microsoft MVPs, Rory Neary and Charlie Phipps-Bennett. If you’d like to hear what’s coming next, click the link below to sign up today! https://aka.ms/PowerUp  

Tuesday Tip: Getting Started with Private Messages & Macros

Welcome to TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   As our community family expands each week, we revisit our essential tools, tips, and tricks to ensure you’re well-versed in the community’s pulse. Keep an eye on the News & Announcements for your weekly Tuesday Tips—you never know what you may learn!   This Week's Tip: Private Messaging & Macros in Power Apps Community   Do you want to enhance your communication in the Community and streamline your interactions? One of the best ways to do this is to ensure you are using Private Messaging--and the ever-handy macros that are available to you as a Community member!   Our Knowledge Base article about private messaging and macros is the best place to find out more. Check it out today and discover some key tips and tricks when it comes to messages and macros:   Private Messaging: Learn how to enable private messages in your community profile and ensure you’re connected with other community membersMacros Explained: Discover the convenience of macros—prewritten text snippets that save time when posting in forums or sending private messagesCreating Macros: Follow simple steps to create your own macros for efficient communication within the Power Apps CommunityUsage Guide: Understand how to apply macros in posts and private messages, enhancing your interaction with the Community For detailed instructions and more information, visit the full page in your community today:Power Apps: Enabling Private Messaging & How to Use Macros (Power Apps)Power Automate: Enabling Private Messaging & How to Use Macros (Power Automate)  Copilot Studio: Enabling Private Messaging &How to Use Macros (Copilot Studio) Power Pages: Enabling Private Messaging & How to Use Macros (Power Pages)

Tuesday Tip: Subscriptions & Notifications

TUESDAY TIPS are our way of communicating helpful things we've learned or shared that have helped members of the Community. Whether you're just getting started or you're a seasoned pro, Tuesday Tips will help you know where to go, what to look for, and navigate your way through the ever-growing--and ever-changing--world of the Power Platform Community! We cover basics about the Community, provide a few "insider tips" to make your experience even better, and share best practices gleaned from our most active community members and Super Users.   With so many new Community members joining us each week, we'll also review a few of our "best practices" so you know just "how" the Community works, so make sure to watch the News & Announcements each week for the latest and greatest Tuesday Tips!   This Week: All About Subscriptions & Notifications We don't want you to a miss a thing in the Community! The best way to make sure you know what's going on in the News & Announcements, to blogs you follow, or forums and galleries you're interested in is to subscribe! These subscriptions ensure you receive automated messages about the most recent posts and replies. Even better, there are multiple ways you can subscribe to content and boards in the community! (Please note: if you have created an AAD (Azure Active Directory) account you won't be able to receive e-mail notifications.)   Subscribing to a Category  When you're looking at the entire category, select from the Options drop down and choose Subscribe.     You can then choose to Subscribe to all of the boards or select only the boards you want to receive notifications. When you're satisfied with your choices, click Save.     Subscribing to a Topic You can also subscribe to a single topic by clicking Subscribe from the Options drop down menu, while you are viewing the topic or in the General board overview, respectively.     Subscribing to a Label Find the labels at the bottom left of a post.From a particular post with a label, click on the label to filter by that label. This opens a window containing a list of posts with the label you have selected. Click Subscribe.     Note: You can only subscribe to a label at the board level. If you subscribe to a label named 'Copilot' at board #1, it will not automatically subscribe you to an identically named label at board #2. You will have to subscribe twice, once at each board.   Bookmarks Just like you can subscribe to topics and categories, you can also bookmark topics and boards from the same menus! Simply go to the Topic Options drop down menu to bookmark a topic or the Options drop down to bookmark a board. The difference between subscribing and bookmarking is that subscriptions provide you with notifications, whereas bookmarks provide you a static way of easily accessing your favorite boards from the My subscriptions area.   Managing & Viewing Your Subscriptions & Bookmarks To manage your subscriptions, click on your avatar and select My subscriptions from the drop-down menu.     From the Subscriptions & Notifications tab, you can manage your subscriptions, including your e-mail subscription options, your bookmarks, your notification settings, and your email notification format.     You can see a list of all your subscriptions and bookmarks and choose which ones to delete, either individually or in bulk, by checking multiple boxes.     A Note on Following Friends on Mobile Adding someone as a friend or selecting Follow in the mobile view does not allow you to subscribe to their activity feed. You will merely be able to see your friends’ biography, other personal information, or online status, and send messages more quickly by choosing who to send the message to from a list, as opposed to having to search by username.

Monthly Community User Group Update | April 2024

The monthly Community User Group Update is your resource for discovering User Group meetings and events happening around the world (and virtually), welcoming new User Groups to our Community, and more! Our amazing Community User Groups are an important part of the Power Platform Community, with more than 700 Community User Groups worldwide, we know they're a great way to engage personally, while giving our members a place to learn and grow together.   This month, we welcome 3 new User Groups in India, Wales, and Germany, and feature 8 User Group Events across Power Platform and Dynamics 365. Find out more below. New Power Platform User Groups   Power Platform Innovators (India) About: Our aim is to foster a collaborative environment where we can share upcoming Power Platform events, best practices, and valuable content related to Power Platform. Whether you’re a seasoned expert or a newcomer looking to learn, this group is for you. Let’s empower each other to achieve more with Power Platform. Join us in shaping the future of digital transformation!   Power Platform User Group (Wales) About: A Power Platform User Group in Wales (predominantly based in Cardiff but will look to hold sessions around Wales) to establish a community to share learnings and experience in all parts of the platform.   Power Platform User Group (Hannover) About: This group is for anyone who works with the services of Microsoft Power Platform or wants to learn more about it and no-code/low-code. And, of course, Microsoft Copilot application in the Power Platform.   New Dynamics365 User Groups   Ellucian CRM Recruit UK (United Kingdom) About: A group for United Kingdom universities using Ellucian CRM Recruit to manage their admissions process, to share good practice and resolve issues.    Business Central Mexico (Mexico City) About:  A place to find documentation, learning resources, and events focused on user needs in Mexico. We meet to discuss and answer questions about the current features in the standard localization that Microsoft provides, and what you only find in third-party locations. In addition, we focus on what's planned for new standard versions, recent legislation requirements, and more. Let's work together to drive request votes for Microsoft for features that aren't currently found—but are indispensable.   Dynamics 365 F&O User Group (Dublin) About: The Dynamics 365 F&O User Group - Ireland Chapter meets up in person at least twice yearly in One Microsoft Place Dublin for users to have the opportunity to have conversations on mutual topics, find out what’s new and on the Dynamics 365 FinOps Product Roadmap, get insights from customer and partner experiences, and access to Microsoft subject matter expertise.  Upcoming Power Platform Events    PAK Time (Power Apps Kwentuhan) 2024 #6 (Phillipines, Online) This is a continuation session of Custom API. Sir Jun Miano will be sharing firsthand experience on setting up custom API and best practices. (April 6, 2024)       Power Apps: Creating business applications rapidly (Sydney) At this event, learn how to choose the right app on Power Platform, creating a business application in an hour, and tips for using Copilot AI. While we recommend attending all 6 events in the series, each session is independent of one another, and you can join the topics of your interest. Think of it as a “Hop On, Hop Off” bus! Participation is free, but you need a personal computer (laptop) and we provide the rest. We look forward to seeing you there! (April 11, 2024)     April 2024 Cleveland Power Platform User Group (Independence, Ohio) Kickoff the meeting with networking, and then our speaker will share how to create responsive and intuitive Canvas Apps using features like Variables, Search and Filtering. And how PowerFx rich functions and expressions makes configuring those functionalities easier. Bring ideas to discuss and engage with other community members! (April 16, 2024)     Dynamics 365 and Power Platform 2024 Wave 1 Release (NYC, Online) This session features Aric Levin, Microsoft Business Applications MVP and Technical Architect at Avanade and Mihir Shah, Global CoC Leader of Microsoft Managed Services at IBM. We will cover some of the new features and enhancements related to the Power Platform, Dataverse, Maker Portal, Unified Interface and the Microsoft First Party Apps (Microsoft Dynamics 365) that were announced in the Microsoft Dynamics 365 and Power Platform 2024 Release Wave 1 Plan. (April 17, 2024)     Let’s Explore Copilot Studio Series: Bot Skills to Extend Your Copilots (Makati National Capital Reg... Join us for the second installment of our Let's Explore Copilot Studio Series, focusing on Bot Skills. Learn how to enhance your copilot's abilities to automate tasks within specific topics, from booking appointments to sending emails and managing tasks. Discover the power of Skills in expanding conversational capabilities. (April 30, 2024)   Upcoming Dynamics365 Events    Leveraging Customer Managed Keys (CMK) in Dynamics 365 (Noida, Uttar Pradesh, Online) This month's featured topic: Leveraging Customer Managed Keys (CMK) in Dynamics 365, with special guest Nitin Jain from Microsoft. We are excited and thankful to him for doing this session. Join us for this online session, which should be helpful to all Dynamics 365 developers, Technical Architects and Enterprise architects who are implementing Dynamics 365 and want to have more control on the security of their data over Microsoft Managed Keys. (April 11, 2024)       Stockholm D365 User Group April Meeting (Stockholm) This is a Swedish user group for D365 Finance and Operations, AX2012, CRM, CE, Project Operations, and Power BI.  (April 17, 2024)         Transportation Management in D365 F&SCM Q&A Session (Toronto, Online) Calling all Toronto UG members and beyond! Join us for an engaging and informative one-hour Q&A session, exclusively focused on Transportation Management System (TMS) within Dynamics 365 F&SCM. Whether you’re a seasoned professional or just curious about TMS, this event is for you. Bring your questions! (April 26, 2024)   Leaders, Create Your Events!    Leaders of existing User Groups, don’t forget to create your events within the Community platform. By doing so, you’ll enable us to share them in future posts and newsletters. Let’s spread the word and make these gatherings even more impactful! Stay tuned for more updates, inspiring stories, and collaborative opportunities from and for our Community User Groups.   P.S. Have an event or success story to share? Reach out to us – we’d love to feature you. Just leave a comment or send a PM here in the Community!

Users online (3,172)