What do Salesforce.com & Office 365 have in common? A lot! And now leveraging technologies such as Microsoft PowerApps & Flow, you can build some very interesting business solutions. Learn how to extend your sales operations beyond CRM and empower Information Workers both at their desks and in the field!
Automating Google Workspace (GWS) & more with Apps Script
Connecting Salesforce.com & Office 365 using Microsoft Flow & PowerApps
1.
2. Welcome to SharePoint Saturday Houston
Thank you for being a part of the
8th Annual SharePoint Saturday
for the greater Houston area!
3. Thanks to all our Sponsors!Thanks to all our Sponsors!
4. Jared Matfess
Solution Principal, Slalom Consulting
@jaredmatfess
https://meetup.com/ctspug
jaredm@slalom.com
• Microsoft MVP
• Technology Consultant
• Craft Beer Snob
5. Experienced consultants on
the ground in 25 major
markets, plus five regional
delivery centers offering the
fastest time-to-market
available.
Seattle / Portland / Boise / San Francisco / Silicon Valley / Los Angeles / Orange County–San Diego / Phoenix / Salt Lake City / Denver / Fort Worth / Dallas / Houston
Minneapolis / Chicago / St. Louis / Detroit / Atlanta / Washington DC / Philadelphia / New York / Hartford / Boston / Toronto / London
4500+
Proximity + Reach
6. Create intimate, meaningful and authentic relationships
that connect your customers to your brand by engaging
with them on their terms.
CRM
Differentiated Digital Experiences
Marketing Execution
Customer Centric-Organizational Alignment
Customer Innovation Facilitation
.
Leverage the right data in your big data through a
technology-agnostic approach to generate consumable
information and enact solutions.
Data Visualization and Discovery
Information Strategy
Analytics
Data Management
Business Intelligence
We bring experience, expertise, and big ideas to the table—plus the tactical chops to bring those
ideas to life. Whether you need to grow and scale, do more with less, or improve customer
experiences, we can support you at any stage of your strategic journey. And more important, identify
and build the capabilities you need to solve problems and evolve long after we’ve left.
Our Services
User experience design is the art and science of crafting
how something works and how users interact with it. We
combine research, strategy, and design to create digital
experiences that spark your users … and your bottom
line.
Digital Strategy
Interactive Engineering
Experience Design
Product Incubation
Link your strategic vision with executable techniques to
gain alignment and drive untapped potential and value to
your organization ~ Unleash business value from your
processes and people through improvements in strategy,
culture, and role clarity.
Strategy Advisory
Business Transformation
Performance Improvement
Mergers & Acquisitions
Realize the business value of your most strategic
initiatives by making your methods and practices more
agile to deliver results.
Program and Project Management
Business and Technical Analysis
Quality Assurance
Agile and Delivery
Our teams build exceptional apps, improve your
customer relationships, design content experiences that
boost engagement, and bring agile best practices to
bear on each and every project.
Software Engineering
Portals and Collaboration
Next Generation Infrastructure
18. Gartner [Unleash DIY Citizen Integration to Enable Digital Business Transformation],
[Elizabeth Golluscio, Massimo Pezzini], [January 11, 2016]
Demand for mobile apps
is growing 5x faster than
IT departments can
deliver
1
20. 2
Connect to data &
systems you’re
already using;
create the data you
need
Create apps, forms,
and workflows
without writing
code
Use apps on
web and
mobile
21. Over 70 out of the box connectors with new connectors every week
Use Custom APIs to connect to any custom REST endpoint
Connect to on-premises data using gateways
2
24. Build useful apps without writing code
Craft forms and screens
in a visual designer that
helps you see exactly
what you’ll get
Take advantage of
device capabilities like
cameras, GPS, and pen
controls
Extend the capabilities
of connected data
sources, or focus just
on the bits you need
Build business logic into
your apps with an
Excel-inspired
expression language
2
25. Get apps to your team when and
where they’re needed, whether that’s
on the web, iOS or Android—no app
store required.
Publish apps instantly
for web and mobile
2
27. b
Contoso Australia
Apps Flows CDM
Deployment environments
Easily manage enterprise scale-out of applications and data.
Move solutions across environments with packages.
b
Contoso Canada
Contoso Corp.
b
Contoso Australia
Apps Flows CDM
b
Contoso Australia
Apps Flows CDM
Contoso Australia
Apps Flows CDM
b
Contoso Australia
Apps Flows CDM
Contoso Canada
Apps Flows CDM
b
Contoso Australia
Apps Flows CDM
Contoso Canada
b
Contoso Australia
Apps Flows CDM
Contoso USA
Apps Flows CDM
Test
Prod
Dev
30. Gartner [Unleash DIY Citizen Integration to Enable Digital Business Transformation],
[Elizabeth Golluscio, Massimo Pezzini], [January 11, 2016]
“By 2017, in large organizations, at
least 65% of new integration
flows will be developed outside
the control of IT departments.”
“By 2018, in most organizations,
at least 50% of new integration
flows will be implemented by
citizen integrators.”
2018 2019 202020172016
“By 2020, 75% of
businesses will become
or prepare to become
a digital business.”
3
32. Microsoft Flow helps non-developers work smarter by
automating workflows across apps and services
Get notifications Synchronize files Collect data Automate approvals
3
44. API APPS
Easily build and consume
APIs in the cloud
WEB APPS
Web apps that scale with your
business
LOGIC APPS
Automate business process
across SaaS and on-premises
MOBILE APPS
Build Mobile apps for any
device
App Service
53. Flow Logic Apps
Audience Power Users / Shadow IT Enterprise IT
Scenario Self-service Business Critical
Dev Tools Web UI Web UI, VS Code
DevOps Build in Production Source control, testing,
automation, Azure Resource
Manager
Security Standard practices: data
sovereignty, encryption at
rest for sensitive data, etc.
Security assurance of Azure:
Azure Security, Security
Center, audit logs, and more.
https://docs.microsoft.com/en-us/azure/azure-functions/functions-compare-logic-apps-ms-flow-webjobs
Connecting Salesforce.com & Office 365 using Microsoft Flow & PowerApps
JC Why did MS invest in PowerApps?
MS always focused on IT, Developers, but there wasn’t always a place for Business users. InfoPath attempted to address that.
JCDemand from IT that all your applications be secure.
Each of us have a CISO who wants to ensure what you’re doing, creating, using, meets their needs.
IT doesn’t want you creating a fantastic app, on your local machine so that it creates an unrealistic environment to maintain longer term.
Regulatory requirements, that you can create quickly, and will be secure are key. So how do we achieve that.
And our customers want to be able to have a friendly UI, like iOS apps or Android ones provide.
JM In IT and now business is facing, do we build or buy. There’s a cost to each, pros/cons to each.
CLICK
Sometimes it makes clear sense to one over the other. But if you go with an off-the-shelf SaaS, that doesn’t give you everything.
With PowerApps Microsoft is enabling business PowerUsers to do what was formerly only in the realm of IT Devs
Out of the box connections to accelerate business users with no need for custom APIs
PowerPoint + Excel = PowerApps Studio
A visual designer with a familiar user experience that enable you to build the screens you need to power your App.
You can build validation rules and business logic right into your screen using an Excel-function inspired expression language.
Take advance of the devoice specific sensor capabilities like cameras, GPS and Pen Controles to improve context awareness of the app and build even more powerful apps
No “App Store” hoops to jump through.
Pull directly from the PowerApps shell
JC– At the top level, we have a concept of an “environment”, kind of like an isolated sandbox of workflows and forms and datasources.
Separates data, and allows you to permission them differently down to the data entities.
JC - Within the Admin Center, you can classify what services are available for your environment.
Plan 2 for being able to turn on/off services
Human beings are actually great systems integrators today. We constantly move information around, from our phones, to our PCs, to different “data systems”…. We are really great at Swivel-Chair Integration
We receive an input or notification on one of our devices, and we cascade it into another routine action.
Most of these system are "not designed to work with each other“ and would be expensive to integrate
Microsoft Flow is a SaaS services that helps you work smarter by automating workflow across you’re a growing number apps and services that business users rely on.
Some real life examples:
Notifications when new files are in Drop Box
Get an SMS when your Boss Emails
Save Email attachments to your OneDrive automatically
PowerBI Data Alert automatically puts time on your calendar to review
Get a notifications when a certain file is updated
Synchronize files by connecting your folders to keep data current,
Collect and organize business data
Streamline approvals and get instant alerts.
Microsoft Flow makes it possible to automate all of these scenarios and more.
User aver 100+ templates (and growing) for common scenarios as a starting point to create your new workflow!
In addition to utilizing Templates, end-users can easily build their own Flows or customize any of the available templates through an easy to use visual designer.
In this example I want to receive and email in my Exchange email box every time a new file gets added to my Dropbox account.
Simply select the “Dropbox - When a file is created” trigger and provide my account details to authenticate. Once authenticated and can simplify select the folder I want to monitor on my account.
As a next step, I select the Office 365 Outlook – Send email function. This will prompted my to logon to my O365 email account. I have different properties available which I use directly in the subject, body an ‘To’ address of the message that will be send based on the Drop box trigger.
I simply save the Flow I just created, and it is now ready for execution.
Create more advanced integration scenarios with multiple steps, adding conditions between step and the every expanding list of more advanced enterprise connectors.
App Service has everything you need to build apps that target both web and mobile clients from a single app back-end.
Using API Apps, you can connect your app to dozens of popular services like Office 365 and salesforce.com in minutes, and integrate your own APIs so they can be used within any app.
And finally with Logic Apps, you can automate business processes using a simple no-code experience.
App Service has everything you need to build apps that target both web and mobile clients from a single app back-end.
Using API Apps, you can connect your app to dozens of popular services like Office 365 and salesforce.com in minutes, and integrate your own APIs so they can be used within any app.
And finally with Logic Apps, you can automate business processes using a simple no-code experience.
User aver 100+ templates (and growing) for common scenarios as a starting point to create your new workflow!