11 Dec 2019 by Mike Weaver
Integration: The Final Step in Change Management
The final step in successful change management is the Integration stage. Here’s how to bring everything together. Watch now.
Want to find out how to build a custom flow, and use the advanced features? Register for the upcoming Flow webinar now.
After being in preview for months, Microsoft Flow is now entering general availability, so in this post we will take a closer look at the tool and learn how to make a simple ‘Flow’.
Flow is all about integration as a means to automate repetitive tasks, create intuitive workflows, and ultimately improve productivity. A large part of this is enabled through connecting up third party services with the Office 365 apps and ecosystem. It’s clear that Microsoft is laser-focused on positioning Office 365 as the ultimate ‘hub’ for your work, whether this directly involves their applications, or whether its by accommodating other services that you rely on to get the job done. To this end, the number of integrated applications is ever-increasing, as well as the possibilities for what you can do with them.
A quick note on licensing: Currently it’s free to sign up for Flow, but once it’s released there are a range of plans you can choose from, including a free tier. More details can be found here.
So how does it work?
Flow is a very flexible tool, designed to accommodate a wide range of workflows. That said, it’s also a little complicated to configure, so there are plenty of templates available to help you get started. The templates have been built by both Microsoft and Preview users, so you have access to pre-built Flows that can do things like:
Even the templates can be a little confusing, so we’ve taken a step-by-step look at a simple workflow template below.
How to set up a Flow from a template
Now you just have to wait for your Flow to run, and check the end result! One of the great things about Flow is if you don’t set it up exactly how you need it, or want to build another step into it, you can always go back into your workflow and make any changes or refinements you need.
That’s an example of how to use templates, but how do you set up your own Flow?
Our upcoming webinar: ‘Have you tried Flow yet? Exploring one of the latest tools in Office 365′ will show you how to use some of the advanced features of the tool, as well as providing tips and ideas on how to make custom Flows.
Register here, and join us on Tuesday 8th November at 1pm EST. Can’t make it, but don’t want to miss out? Not a problem, sign up anyway and we’ll send you a copy of the webinar and slide deck.
Cogmotive is the leading global provider of enterprise level reporting and analytics applications for Office 365. Find out more now.