transform your manual processes with powerapps · 2019-06-03 · powerapps in the real world...
TRANSCRIPT
Transform your manual processes with PowerApps
Architect and MVP
Email:[email protected]
Joel Lindstrom
#HSCCATLANTA19
Title
Twitter: @stephcollinsdigital
Name
#HSCCATLANTA19
Power Platform
PowerPlatform
Canvas vs Model Driven
Connectors
Security
Maker experience
01
02
03
04
05
C O N T E N T S
Extend with Flow
PowerApps in real world
Maker Enablement
Questions
06
07
08
09
/ 5
Common Data Service
Common Data
Model Cloud Services Data Store Data API
Vision Labs Speech Knowledge Language Search CognitiveBot
Framework 600 + Services
Business Applications Solutions Ecosystem (BASE)
Power Platform
Power BI PowerApps Flow
Dynamics 365
Sales Customer Service
Field Service
& IoT Talent
Finance &
Operations Retail
Project Service
Automation Marketing
Artificial
Intelligence
Mixed
Reality
Business
Central
Overview Overview Overview Overview Overview Overview Overview Overview Overview Overview Overview
Accounts,
Customers,
Contacts, Leads,
Relationships
Cases, Knowledge,
Portals, Virtual
Agents, Surveys,
Unified Service Desk
Technician
scheduling,
inventory
management
Recruiting,
Onboarding,
Feedback,
Learning,
ERP, Financials,
Profitability,
Asset Mgt
Unified
Commerce,
Omni Channel,
Loyalty
Plan, Deliver,
Utilize, Optimize,
Forecast
Lead Gen,
Nurture,
Multichannel,
Events & more
AI Sales
AI Customer Service
AI Market Insights
Remote Assist,
Layout,
Chevron demo
Financials,
Supply Chain,
Service,
Projects
Relationship
Sales Talent Attract
Security Response Center
Microsoft
Research AI
(25+ Years)
Interactive Version @ V.2018.12.1.1
Services 54 Regions, 140 Countries, 100 Data Centers, 70,000 miles fiber, 130 Edge Sites
200 Microsoft Services
64K
Partners
Industry
Solutions
Microsoft Trust CenterSecurity Privacy
7 Trillion cyber events daily = Threat Intelligence
Compliance Transparency
On Premise
data
231 Data
Connectors
(Adobe to
Zendesk)
Microsoft CEO Satya Nadella’s Business Applications Vision / Analyst awards
D365 Connector for LI Lead Gen Forms
Microsoft Mission: “Empower every person and every organization on the planet to achieve more.”
120M Users 500M Users
5M Users
/ 6
Power Platform
Dynamics 365
Field & Service
Customer
Service
Retail
Project Service
Automation
Finance &
Operations
TalentMarketing
Sales
Data + intelligence
Power BI Flow PowerApps
Connectors
▪ Built-in connectivity to over 230 cloud services, files,
databases, web APIs, etc.
▪ Seamless hybrid connectivity to on-premises systems
via the On-Premises Data Gateway
▪ Build custom connectors for everyone to leverage
Enterprise-grade Pro-developer extensibilityCloud and on-premises connectivity
/ 14Think Digital Customer Conference 2019
Security
CDS CDS CDS
/ 21Think Digital Customer Conference 2019
Maker Experience
/ 22Think Digital Customer Conference 2019
Extend with Flow
/ 23Think Digital Customer Conference 2019
PowerApps in the real world
PowerApps in the real world
Ty Corcoran
Packaging & Cellulose – Customer Experience IT
• DMF Automation & Approval Flow • D365 CE, Flow, SharePoint Online
• Centralized Support Module • D365 CE, Canvas App, MS Teams
• I2 Maintenance Application • Canvas App, Flow, SharePoint Online, Power BI
So, you make boxes???
PowerApps in the real worldDMF Automation & Approval Flow (D365 CE, Flow, SharePoint Online)
• Decision Making Framework (DMF): procedure for evaluating a decision that stresses the importance of using no more steps or complexity than required for reaching a consensus.
Process for evaluating the economic feasibility of a deal/opportunity.
Before: Legacy system/process being retired. Needed to be replaced and improved.
PowerApps in the real world (cont’d)DMF Process Automation (D365 CE, Flow, SharePoint Online)
How it works:1. Sales Reps/AM’s would continue to create/update their opportunities in the same way
they did prior to the change.
2. Dynamics would create a DMF record in the background that served as a CTA for our analysts to review and begin their processes.
3. Analysts assign an approval template and with a click of a custom ribbon button send the Opportunity information and related attachments to Flow to be routed and approved by all of those assigned in the approval template.
4. Using 2 Flows and the Approvals connector, Flow would iterate through our approvers until complete and send a final approval or reject back to Dynamics.
PowerApps in the real world (cont’d)DMF Process Automation (D365 CE, Flow, SharePoint Online)
Benefits:1. Centralization & accessibility to information within Dynamics.
2. Faster approval process
3. Opportunity for much more process-driven development via Flow.
4. Mobilized the process (Approvers can do everything from mobile devices).
5. Improve performance / preserve system resources by running processes in Flow. A run is a run!
Keep in mind:1. Be aware of your DLP/Know your environments!
PowerApps in the real world (cont’d)Centralized Support Module (D365 CE, Canvas Apps, SharePoint Online, Teams)
The issue:
Multiple groups/divisions within GP –Packaging & Cellulose all using D365 CE. One centralized support desk.
PowerApps in the real world (cont’d)Centralized Support Module (D365 CE, Canvas Apps, SharePoint Online, Teams)
The solution:
Leverage a canvas app that could be distributed widely among platforms allowing users to quickly & easily reach the Dynamics Support desk.
PowerApps in the real world (cont’d)i2 Maintenance Module (Canvas Apps, SharePoint Online, Power BI)
The issue:
Legacy app being sunset, needed replacement to manage and track all facility maintenance requests/approvals.
PowerApps in the real world (cont’d)i2 Maintenance Module (Canvas Apps, SharePoint Online, Power BI)
The solution:
Leverage a canvas app that could be distributed widely among platforms (MS Teams, mobile/desktop devices) allowing users to submit a request and administrators to review & approve requests. Also, provided embedded Power BI dashboard for approval status & request analytics.
PowerApps in the real world (cont’d)i2 Maintenance Module (Canvas Apps, SharePoint Online, Power BI)
/ 34Think Digital Customer Conference 2019
Want to be a maker?
Power Platform “App Factory”
• 4-week maker empowerment service
• 3 days training
• 2 days discovery around current manual processes
• Iteration and development of up to 3 Canvas apps and 2 Flows
/ 36Think Digital Customer Conference 2019
Questions?