Set out Tasks in a Microsoft 365 and Power Platform World

This is the start of our next chapter in our Business Process Flow and asynchronous work journey. How can our team keep track of tasks we need a different department to execute? In this post I want to explore different architectural choices you can make and what considerations there are. This of course depends on a lot of variables and I will try to give you some points what to think about. In other words I try to explain my thoughts whenever I say “It depends” as an answer!

Shows a meme of a person tapping the side of his head. The text above sais: "It depends". The text below reads: "Yeah.. Now I Don't have to explain anything"

This blogpost is part of a series where I explore how to support Asynchronous Work with Business Process Flows. The Business Process Flow is an old tool in our toolbelt. But coupled with all modern Power Platform and Microsoft 365 Collaboration capabilities it helps keep track of processes. Now we are on the topic of setting out tasks and keeping track of them.

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Download Approval Flow Example Solution

On this page you can download an example of the Approval Flow inside a Business Process Flow. This advanced concept can help get those extra set of eyes to your record. For a write-up of what the solution does please refer to this post. I also go in-depth of the various steps to create this advanced concept in different blogposts.

In this post I also have written down what components are in the solution with a short description. You can download the solution and follow the installation steps below.

Approval Flow Example

Disclaimer: This solution is provided as is. It is not a production ready solution. It is only meant as inspiration how you can utilize Approval Flow inside a Business Process Flow. Only install this solution in develop or sandbox environments.

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Download Task Group Example Solution

On this page you can download an example of the Task Group concept. For a write-up of what Task Groups are please refer to this post. I also go in-depth of the various steps to create this concept in different blogposts.

To install this solution the Checkmark Control needs to be available in your environment. You can download the solution containing from my GitHub here.

Disclaimer: This solution is provided as is. It is not a production ready solution. It is only meant as inspiration how the concept “Task Group” can be used. Only install this solution in develop or sandbox environments.

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Top 8 picks for the Power Platform Release Wave 2

It is that time of the year again, the release wave is announced. Here we get a glimpse on what is on the backlog of the product teams. Of course everything on this list is subject to change and Microsoft reserves their major announcements for their big events. However it is still fun going through these items in bulk. So in this post I will give you my top 8 picks and interpretation for this release wave.

Shows the Modern Advanced Find
Modern Advanced Find

Now let me first start that my interpretation is not always the best! For release wave 1 I was skeptical how fast the Modern advanced find would reach the same features as the old advanced find. Boy was I wrong! Not only is it already a great modern update to the interface, it also has all the features you would want. Including the ability to download the FetchXML! It is time to tell your end-users about this as this will be turned on by default in October.

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Make a Flow required in your BPF Stage

It is good practice to make steps required in your Business Process Flow Stage. This will help guide the user what needs to be completed in the process before moving to the next stage. To add a requirement to a Power Automate Cloud Flow step however, is not as easy as it would seem! In this post I show you how you can make a Cloud Flow step required in a BPF stage.

Last time I promised this was the last blog in a series of posts about Approval Flows. However this is a hidden gem and after my research I want you all to know about this! If you want to know more about Approval Flows inside a BPF, you can check this overview. Subjects like writing result data back to Dataverse, adding a hyperlink to the Approval Flow for easy reference and automatically change the stage of the BPF based on the outcome.It also includes a sample solution with these examples for you to download and play around with!

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Automagically update the BPF Stage based on the Approval outcome

Wouldn’t it be cool if we can automatically change the Stage of the Business Process Flow once we get our Approval? It will be especially great if we can do so based on the Approval outcome! In this blogpost I will finish up my posts about Approvals by automatically changing the Business Process Flow to the next stage based on the outcome of the Approval.

This blog is part of a series about guiding users and teams through their work. This post is about Approval Flows inside Business Process Flows. Click here for an overview of all related post regarding Approvals inside your Business Process Flow. I also added a sample solution you can import in your own development environment so you can see the entire concept in action!

Keeping people in their flow of work by utilizing Asynchronous work or asynchronous processes is one of the key benefits for Business Process Flows. I have written down my thoughts on this subject here. Find out what asynchronous work is, how Business Process Flow can help and more advanced scenario’s.

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Capture the Power Automate Approval result into Dataverse

If you send out an Approval from within a model-driven App, you probably want to see the Approval Result in Dataverse. In this post we continue where we left off in our Approval from inside a Business Process Flow. Let me give you some background on the various Approval Flows and how they work. Including a tip on how to keep your Cloud Flows clean.

This blog is part of a series about guiding users and teams through their work. This post is about Approval Flows inside Business Process Flows. Click here for an overview of all related post regarding Approvals inside your Business Process Flow. I also added a sample solution you can import in your own development environment so you can see the entire concept in action!

Keeping people in their flow of work by utilizing Asynchronous work or asynchronous processes is one of the key benefits for Business Process Flows. I have written down my thoughts on this subject here. Find out what asynchronous work is, how Business Process Flow can help and more advanced scenario’s.

Continue Reading “Capture the Power Automate Approval result into Dataverse”

Add Model App record link to an Approval Item Link

When you are deciding if you want to approve an action, you probably want more information then a description. Luckily we can add a link to our Approval request! This is a follow up on my previous post where I showed how to trigger an Approval inside a Business Process Flow. In this blogpost I will show you how to generate a link to the record we are working on.

This blog is part of a series about guiding users and teams through their work. This post is about Approval Flows inside Business Process Flows. Click here for an overview of all related post regarding Approvals inside your Business Process Flow. I also added a sample solution you can import in your own development environment so you can see the entire concept in action!

Keeping people in their flow of work by utilizing Asynchronous work or asynchronous processes is one of the key benefits for Business Process Flows. I have written down my thoughts on this subject here. Find out what asynchronous work is, how Business Process Flow can help and more advanced scenario’s.

Continue Reading “Add Model App record link to an Approval Item Link”

Get Approval from inside your Business Process Flow

For some time now we can call Power Automate Flows inside a Business Process Flow Stage. This is perfect for a lot of scenario’s. With this you can automate certain actions. For example we can connect to another system and update inventory. Or we can send e-mail follow-ups to other departments. Or, my favorite, we can start an Approval Flow! In this blog post I’ll share a few of my tricks.

This blog is part of a series about guiding users and teams through their work. This post is about Approval Flows inside Business Process Flows. Click here for an overview of all related post regarding Approvals inside your Business Process Flow. I also added a sample solution you can import in your own development environment so you can see the entire concept in action!

Keeping people in their flow of work by utilizing Asynchronous work or asynchronous processes is one of the key benefits for Business Process Flows. I have written down my thoughts on this subject here. Find out what asynchronous work is, how Business Process Flow can help and more advanced scenario’s.

Continue Reading “Get Approval from inside your Business Process Flow”

Prettify your BPF by adding a Code Component

The final part about “Task groups”, I promise! In this post I want to show you how to add Power Apps Component Framework (PCF) to a Business Process Flow field. This feature will finish my “Task Group” concept. The final step to guide our user to enter the correct task. Instead of showing a disabled “Yes / No” field inside we want to show a Checkmark Control. Adding a Code Component in BPF field is a feature that kind of flew under my radar and now it’s relatively easy to do so!

This blog is part of a series about guiding users and teams through their work. This post is part about an advanced scenario called Task Groups. Click here for an overview of all related post regarding Task Groups. I also added a sample solution you can import in your own development environment so you can see the entire concept in action!

Keeping people in their flow of work by utilizing Asynchronous work or asynchronous processes is one of the key benefits for Business Process Flows. I have written down my thoughts on this subject here. Find out what asynchronous work is, how Business Process Flow can help and more advanced scenario’s.

Continue Reading “Prettify your BPF by adding a Code Component”