Slides of my session at SharePoint Saturday Netherlands 2019 #SPSNL

1. Take full control over your Flow
Approvals
One solution to rule them all - Stefan Strube #SPSNL

3. Stefan Strube
Solution Architect @ Strukton (NL)
Co-founder Dutch CRM user group CEProNL
Co-founder Dutch PowerApps & Flow User Group
Blogger, speaker at community events

4. “Advanced” session
Microsoft Flow, Approvals
Common Data Service for Apps
Model-driven (Power)Apps
Azure AD App registration
Outlook Actionable Messages (Adaptive Cards)
Actionable Email Developer Dashboard
JSON, expressions
D365|CDS workflows

5. Agenda
1. Flow Approvals in CDS for Apps
2. Model-driven Approval App
3. Demo of scenarios with Flow
4. Actionable Messages
• Validation
• Reassign
5. MFA for business critical Approvals
6. Process approval responses with Flow

6. Flow Approvals in CDS for Apps
Integration in Common Data Service for Apps
Approval entities in CDS for Apps
Get & Set record data
Be creative

7. Model-driven Approval App
Out of the box functionality (PowerApps Plan 2 license)
Create personal views, dashboards
Share
Canvas app: PowerApps Plan 1 license for using CDS

8. Scenarios
Time based escalation of pending approvals
Reassignment based on availability of approvers
Multi-level authorization matrix to select approvers

9. Time based escalation of pending approvals
Recurrence trigger on Approval Request records
Check if overdue; send notification
Office 365 Users: Get manager (V2)
Get & set new approver

10. Reassignment based on availability
Set Out of office message
Flow: Check Out of office message of mailbox
Reassign approval

11. Multi-level authorization matrix
Create custom entity
Extend by need
Get record in Flow & Set approver(s)

12. Add Azure AD Group as Team
April ‘19 release feature
Create Team of the type AAD Security Group, AAD Office Group
Get Office 365 Group members

13. Source: Blog post David Yack
Use Service Principal with CDS Connector

14. Limitations Approval Email
Markdown instead of HTML
Sender is Microsoft Flow
Fixed format
New features with April ’19 & wave 2 releases

15. Create Actionable messages
Actionable Email Developer Dashboard
Adaptive Cards Designer
Copy & paste JSON to Compose action in Flow
Add Dynamic Content, originator id to JSON

16. Scenarios
Set Reason field as required in case of Reject
Reassign approval request from the actionable message
Multi-Factor Authentication for business critical Approvals
Process approval responses with your own Flows

17. Field validation
Set Reason field as required in case of Reject
Validation on Input elements > Adaptive Cards release v1.3
Server side validation
Response: Status Code 406 (Not Acceptable), error ‘Reason is required’

18. Reassign request
Reassign approval request from the actionable message
Add users to Choice field (static / dynamic)
Create & Update Approval Request records

19. MFA for Approvals
Multi-Factor Authentication for business critical Approvals
SMS to mobile phone number with verification code
Block responses from Approvals center

20. Process responses with Flow
Process approval responses with your own Flows
D365|CDS workflows

21. Resources
What is Common Data Service?
Create a Common Data Service database
Remember to upgrade your previous version CDS database to preserve
Flow Approvals history or entity data
Access modern approvals in the Common Data Service for Apps
Build your first model-driven app from scratch
Azure application registration

22. Adaptive Cards Resources
Adaptive Cards framework
Adaptive Cards Designer
Actionable Email Developer Dashboard
Outlook-specific Adaptive Card properties and features
Adaptive Cards @GitHub
Adaptive Cards release v1.2.0 (June 2019)
Blog posts

23. Questions ?
Twitter: @StefanS365
Blog: https://2die4it.com

24. Thanks for attending