Connect to Outlook and Sync to Outlook in SharePoint Task list #SharePoint #SharePoint2013 (We weren’t able to start syncing your tasks because one or more prerequisites for connection to Exchange server could not be found. Please contact your Administrator to resolve the issue)

When you create a Task list in SharePoint you can see two options in List Settings tab depending how the Farm has been configured.

Two options are

  1. Connect to Outlook
  2. Sync to Outlook

Users will see Sync to Outlook option if a Farm level feature called “Farm Level Exchange Tasks Sync” is enabled else they will see Connect to Outlook.

Note this feature is accessible only from Central Admin under Manage Farm Features.

farmlevelsynctasks

Issue with Sync To Outllok option is that just enabling this will not make Sync To Outlook work properly, most probably you will get error like below

synctooutlooj

We weren’t able to start syncing your tasks because one or more prerequisites for connection to Exchange server could not be found. Please contact your Administrator to resolve the issue.

To make this lot of prerequisites are required, details can be found here

Sync To Outlook Configuration – TechNet

If this works it means that Tasks will be synced at real time on all devices on which you have Outlook and you can Sync only the tasks Assigned to you. Unfortunately if the prerequisites are not met users can get frustrated by above error message.

In case your organization cannot fulfill prerequisites for Sync to Outlook then best is to go for Connect to Outlook which can at least make a Copy of Task list but not on all devices, only on current device.

In case you need more help on this or other SharePoint issues please contact us via our Contact Us page or via our Facebook page or via Twitter

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SharePoint 2013 migration to Office 365 step by step – Strategy #SharePoint #Office365

This post is written as step 2 that is strategy. Step that is planning can be read here SharePoint 2013 migration to Office 365 step by step – Planning #SharePoint #Office365

Once we have filled in the excel template and also found out all issues via SharePoint Migration assessment Tool we need to formulate a strategy to find solution to issues and customizations.

As an outcome of the first step you should have a list of categorization of issues / customizations for which you need to strategize. I am listing down some if it, note that these are just examples and it totally depends on what you have done in your farm before and how much customizations have been done.

customizationcategory

For more reading about above topics and in text format use below link to download an excel Customization / Issues Categorization

Note that any solution will be based on what kind of Office 365 license you have, whether your organization will have PowerApps or Flow or not? Also whether you will have SharePoint Add-in model in place or not

If you have any questions with specific customization solution you can ask in comment section and I will try my best to provide a solution to that.

After we define a strategy for customizations we need to find a strategy to migrate data from On-premise to Office 365. This will be our third step and we will define that in next post. Before we do data migration it’s important to list down how many Web Applications we have, size of Content Databases.

In case you need more help on this or other SharePoint issues please contact us via our Contact Us page or via our Facebook page or via Twitter

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How to submit a Flow in template Gallery ?

You can also submit a Flow as a template to template Gallery. Once approved it will be visible for everybody to use. What you need is a descriptive name and good description about it.

You can submit Flow created from Blank or a modified one created from template. Note that Microsoft may modify your template before it gets published.

To submit first you need to create a Flow first, you can learn how to do it from this post Microsoft Flow – Create from blank . Once done select “Done” and then you will see option to Submit to gallery.

submiastemplate

submittogallery

Once clicked you need enter good description and submit it. If Microsoft think it’s worthy enough they will make it available.

descriptiontemplate

Microsoft PowerApps and Flow together #SharePoint #Office365 #Flow #PowerApps

Microsoft PoweApps and Flow can work together so let’s see an example and how they can be applied together.

We have already seen how to create an Microsoft Flow in another blog post Microsoft Flow – Create from blank and also how to create a simple PowerApp in this blog PowerApps first look! Create a simple PowerApp .

Process of attaching a Flow with PowerApps is a bit different, creating a flow is kind of same as before, you can create a Flow from blank but this time you can do it from PowerApps URL https://web.powerapps.com/ , look for Flows in left menu and create a Flow with option “Create from blank”. Since we have already dealt with this topic, I have already created a Flow just remember that Flow should be created from PowerApps site else it will not show up.

Here are some screen shots how you need to do, we are using the ApproveClaim list we created in earlier post and idea is to create a PowerApp to add item using the Flow.

createblankflowpowerapp
Create MS Flow from Blank in PowerApps
powerappflow
Enter Flow name and Click New step
powerappflowaddaction
Add an action, what we will do to allow user to make entry in list item
powerappflowcreateitem
Select the trigger that is SharePoint – Create item
askpowerapps
Enter SharePoint URL and select the List name, After that al fields will show up, click in the text box and in Advanced section select “Ask in PowerApps”
powerappfilleditems
After selection it’s done and click Create Flow
savedflow
Once Saved Flow will be visible in Flow section

Once the Flow is created, we will start creating the PowerApp, since we want to Add a Flow to PowerApp we need to use Visual Studio on Windows and not the web version. Option to add Flow is not available in web version.

So go the Studio, Click New and create App from Blank with Phone Layout.

newappoption

Once selected open canvas will be opened and using Insert tab Add three TextInput and button as well    onselect

Now we can add the Flow, select the button and in Action tab select “Flows”, it will show the available Flows. Select the Flow and add for this button

powerappswithflow

Once added it will be shown as below, note that we have to add 3 Textboxes as we have 3 inputs in our Flow. Most important is that we need to enter formula for OnSelect event for the button, basically we need to enter 3 parameters for the Run method which are our text boxes and property is Text.

onselectedit

Once done Save the PowerApp with proper name in The Cloud. It will be available on web under Apps section

flowlist

Now you can run it and input the text fields and click button, this will save the item to the List ApproveClaim

runpowerappflow

So that’s it in this post we have seen how we can create a Flow and associate it in a PowerApp. Our example is quite simple we use the Flow to create an item but you can understand how easily it can satisfy different business needs to implement various bussiness logic.

 

 

 

Microsoft Flow – Advanced mode options #SharePoint #MicrosoftFlow

Microsoft Flow User Interface is quite simple and intutive but it still gives you an advanced mode to write scripts, we are going to have a glimpse of it.

Advanced mode is available when you have applied condition.

msflowconditioneditconditionmsflow

One example is below, lessorequals is the conidion, Budget is the column name and 100000 is the compare value

@lessOrEquals(triggerBody()?[‘Budget’], 100000)

More complex conditions can be written using Workflow Defintion Language.

More examples

@contains(triggerBody()?[‘Budget’], 100000)

Bascially advanced mode needs to be used when you want to satisfy multiple conditions as User Interface only allows Single condition

One example is below, here we are matching Tweet text with multiple hashtags which uses an OR condition

@or(contains(triggerBody()[‘TweetText’], ‘SharePoint’), contains(triggerBody()[‘TweetText’], ‘Office 365’), contains(triggerBody()[‘TweetText’], ‘OneDrive’))

In case you need more help on this or other SharePoint issues please contact us via our Contact Us page or via our Facebook page or via Twitter

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Microsoft Flow – Create from blank

Microsoft Flow is a powerful visual workflow creator which helps to create processes and tasks. User Interface is simple and intuitive, let’s see an example

In this example I am going to create Flow from Scratch and not use any template. Template usage has already been shown in another Post.

Example we are going to implement is quite simple, user will add a item with Budget and Description. Based on the budget we will send email to different set of users for approval.

First step is to create a simple list with column Title, Budget (Currency), and Description (Multiline text). To create flow from scratch click menu “See your flows” and not Create a flow as it will ask you to select a template.

budget

Here you can see all your flows and also create from blank, click on it and you will get to flow creation page, next step is to select a trigger for the Flow. You have ample trigger points available but in this case we will select List item creation

craeateflowfromblankbudgetemail

Now you need to enter your SharePoint site URL and select the list for which you want to create flow and add next step which will be a condition in case but for yourself you can select any step as per your needs.

flowaddcondition

Here we added a condition that if Budget is greater 100000 Kr then send email to another person and if less than to send another person. There are mutiple things happening here, you add condition and you also look for actions based on that. You can also Dynamic content like column values from List like Budget

dynamiccontent

Since we are trying to keep it simple our flow is done and we will Create flow on top to publish it and then we can see it in action

You also have some options of Advance edit and also add further conditions, apply to each , do until and a new scope which we will explore in another post.dynamiccontent

Once create click Done and your will flow is ready to use.

Now let’s see this in action!

Add a new item which has budget more than 100000 Kr. Once added I should get email on my Gmail as described in Flow.

newitembudgetbudgetemailsent

Wallah! I got an email and also unsubscribe option is already added which is kind of cool!

You can also how your flow in doing my going to My Flows and see details if it has succedeed. If you clock information icon on right you will see more details, also click on any flow which has run and it will show which steps has been a success or failure.

So that’s it for now, you can see how easy and intutive is to create Flow.

 

 

My tryst with Microsoft Flow!

Microsoft Flow is a new feature available in Office 365 and very soon it will be on-prem version as well

Microsoft Flow seems to be powerful and simple to use worklfow (Processes , Tasks) creator.  It has ability to integrate with different systems like Twitter, Another list, Outlook, Office 365, OneDrive etc.

Currently it has seevral templates available for to be used or you can create a own one also from scratch

https://flow.microsoft.com/en-us/templates/

In this example I will create a flow which will integrate simple SharePoint list with Twitter. We will store each tweet which has keyword “SharePoint” in it.

  1. Create a custom SharePoint list called Store Tweets and rename the Title column to Twitter details
  2. Once created use the Flow menu to create the flowStoreTweets.png
  3. Select the highlighted template                                      TweetApp.PNG
  4. Once selected you will be asked to connect / sign in to your SharePoint and Twitter account. You also have the possiblity to connect a on-premise SharePoint via Gateaway which needs to have Gateway Installation and also connection with Azure for authentication, more details in another post                                                                                    FlowAppInte.PNGgateway
  5. Once done continue and select the hashtag which you want to look for , I have selected SharePoint, you have the ability to extend this template to add more steps. flowtweet
  6. Click Create Flow on the top and now when a tweet is made which has word SharePoint will be stored in List data. Flow is always running and from manage flow menu in list you have the ability to stop it, modify or delete it
  7. Now you can see Tweet has started to come in listtweetstore

The real power of Flow lies in the template it has and different templates you can create. Above example is a very simple one but if you can understand this it’s application are huge like you can use this for data capturing for analysis later etc.

Next step will be to create a Flow from Scratch which is for another Rag 🙂