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Semelhante a Use Microsoft Flow Connectors to create a powerful business process app
Semelhante a Use Microsoft Flow Connectors to create a powerful business process app (20)
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Use Microsoft Flow Connectors to create a powerful business process app
- 1. Use MS Flow connectors to create a powerful business process app MARKUS ALT / 30.9.2017 TECHNICAL SALES MANAGER, K2 NORTHERN EUROPE @markusalt
- 2. DEMOS!!!
- 3. Why MS Flow?
- 4. Real-Life Requirements - Task Management - Security - Reminders, Escalations - Dynamic Responsibilities - Redirect Tasks, Share Tasks - Out Of Office
- 5. - Process Design - Flexibility - Sequential, Parallel Execution - Parent & Child Processes - Send to Rework - Requestors - Creators - Roles, Groups - Complex Validations Real-Life Requirements
- 6. - User Experience - Content visibility - Access to Apps - Access to Tasks - Business Insights - Personal Performance - Process Performance Real-Life Requirements
- 7. DEMOS!!!
- 8. DEMO 1- MS Flow - How To Get Started - Adding Complexity - Connectors
- 9. DEMO 2Trigger a Flow from Microsoft Teams 1. Capture a new Campaign Contact in Salesforce 2. Involve Inside Sales to Review the Contact 3. Inside Sales can make a decision: • Cancel • Invite Contact to take part of a survey • Create directly a new Salesforce Opportunity (> DEMO 3)
- 10. DEMO 3A Closed Opportunity in Salesforce triggers a Flow 1. Sends out notifications to MS Teams, Yammer, Slack etc. 2. Dynamic Workflow behavior for new and existing customers 3. Option to route back to creator
- 11. DEMO 4Mobile Scenario 1. Scan Barcode on Attendee Batch 2. Pull Attendee Data from Salesforce Contact DB 3. Action points on mobile device: • Define next steps with Contact • Create a new Opporunity for Contact (and corresponding account) to trigger a FLOW (> DEMO 2)
- 12. Q&A
- 13. Visually design complex or simple workflows Real time workflow validation Drive process with escalations, reminders Incorporate business rules Smart Assist that accelerates design
- 14. Rich UX from multiple data sources Embed within third-party solutions Build a form once, Use on any device Powerful business rules for data validation and dynamic display logic
- 15. Visually configurable connectors OOB integration with industry-leading solutions Aggregate data from multiple LOB system Leverage native security APIs and SDKs for developers Customer requests Budget limit Customer content Customer data Customer portals Customer tickets Forms Workflows Reports Web Services Cloud | Public & Private On-premises
- 16. Workflow REST APIs for external use SDKs for custom controls and themes SDKs for custom LOB adapters Controls Themes Integration Rules REST API { } OData API APIs to get more out of the platform