Decisions: SharePoint 2010 Workflows to SharePoint Online to Power Automate Discussion
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SharePoint 2010, InfoPath, and SharePoint Designer are nearing end of life. What should you do? In this session we discussed the technology decisions and announcements from Microsoft.
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Decisions: SharePoint 2010 Workflows to SharePoint Online to Power Automate Discussion
- 1. WEBINAR Making the Best Decision: SharePoint 2010 Workflows July 16, 2020
- 2. 2 Speakers Joel Oleson Microsoft MVP & RD, Director, Modern Workplace, Perficient Ron Jones Practice Architect, Modern Workplace, Perficient
- 3. 3 AT-A-GLANCE Perficient Profile Alliance partnerships with major tech vendors Multiple vendor & industry tech and growth awards Global delivery centers in China, India and Mexico Dedicated solution practices 35 Global Locations $565M 2019 Revenue 1997 Founded in ~4,500 Colleagues ~90% Repeat Business Rate PRFT Public, NASDAQ
- 4. 4 As a Gold-Certified, award-winning Microsoft partner and one of just a handful of National Solution Providers, we are a recognized cloud expert that has taken more than 6 million users to Microsoft Cloud. But that’s just part of the story. Industries We Serve • Healthcare • Life Sciences • Financial Services • Automotive • Retail Solution Expertise 2020 Microsoft Health Innovation Award Global NSP Partner FastTrack Ready 20+ Years of Experience Certified Cloud Consultants Deployments 85 2000+ Gold-Certified National Solution Provider Cloud Transformation Dynamics CRM M365 Deployment & Migration Power Platform Modern Intranet Teams Meetings, Calling & Collaboration Tenant-to-tenant Migration
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- 6. 6 Agenda • Microsoft Announcement: SharePoint 2010 Workflow • Microsoft COE Starter Kit • Perficient Approach • Analysis of Modernization: SharePoint 2010/2013 Workflows & Power Platform
- 7. 7 Simplified Announcements from Microsoft Date Action AUG 1, 2020 SharePoint 2010 workflows Blocked for NEW tenants NOV 1, 2020 SharePoint 2013 workflow turned off for NEW tenants NOV 1, 2020 SharePoint 2010 workflow turned off for ALL tenants FEB 1, 2021 SharePoint 2010 workflow turned off for ALL tenants * All dates are the beginning of when they start to turn disable or block or remove.
- 8. 8 Old and Crusty – New Hotness SharePoint Designer Site and Process Designer InfoPath Forms Designer Old and Crusty New Hotness Third Party Enhancements
- 9. 10 Power Platform Center of Excellence AIDING MAKERS
- 10. 11 Maker Culture and Movement… Maker movement The maker culture represents a technology- based movement of DIY culture intersecting with geek culture and revels in the creation of inexpensive clever new inexpensive solutions based on distributed, democratized tools.
- 11. 12 Engineering Managing Environments Dept A Line of Biz IT
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- 15. 16 Our Approach POWER PLATFORM COE
- 16. 17 Overview Implementing a Power Platform COE: • Envisioning • Legacy application assessment • Program definition • Governance • Scheduling & backlog • Application support planning
- 17. 18 Review existing legacy solutions and legacy application Power Platform candidates Work with admins to confirm and supplement the application information Work with admins and stakeholders to establish a plan for interviewing application owners Categorize the applications and meet with application owners Finalize the assessment and categorization Envision Existing Application Assessment Program Definition Implement Governance Schedule & Backlog Application Support
- 18. 19 SharePoint Workflow 2010 & 2013 End of Life The story in a nutshell: If you’re online, consider rebuilding workflows in Power Automate ASAP – on premises has more time. Aug 2020 •SharePoint 2010 workflows will be turned off for new SharePoint Online tenants. •SharePoint 2013 workflows will be *blocked* on new SharePoint Online Tenants including SharePoint Designer. Nov 2020 •SharePoint 2010 workflows *block* ability to run or create from existing tenants, download by exception. •New SharePoint 2013 workflows *blocked* for existing SPO Tenants (existing WF supported, but deprecated). •Existing SharePoint 2013 workflows will be turned off by default in new tenants. (PowerShell script by exception). Feb 2021 •SharePoint 2010 workflow services will be completely removed from all tenants. July 2026 •SharePoint Designer 2013 created workflows will continue to be supported with SharePoint 2016 and SharePoint 2019 (on premises). References: (As of 7/8/2020) Announcement: https://aka.ms/sp-workflows-update Support: https://aka.ms/sp-workflows-support Migration Guidance: https://aka.ms/sp-workflows-guidance @joeloleson Perficient.com Collabshow.com
- 19. 20 Download & Run Modernization Scanner https://bit.ly/wfscanner Find All SP 2010 & 2013 Workflows Upgradability Score Usage & History To Filter Candidate Workflows Go/No Go Decisions (Hire vs. Build) Create New Power Automate Flows DIY 3-part series on Modernization Scanner: https://www.toddklindt.com/FindO365Workflows
- 20. 21 Analysis of SharePoint Workflows SharePoint Modernization Scanner Workflow Report XLS Business Value Assignment Upgradability Score+ Removal
- 22. 23 Ignore <Do Nothing> Microsoft Power Platform PowerApps & Power Automate Microsoft Ecosystem Third Party Solutions •Cyclical Workflows •Long Running (30+ days) • Premium •Impersonation
- 23. 24 Power Automate Third Party Considerations •Flow needs to call itself to restart the clock ticking30-day run limit for flows •Limited to 8 levels in the nested IF statement in flowIf statement limit •If flows use this premium connector, create a “service account” to consolidateHTTP connector •While there is not a flow action to accomplish this, it is possible to do it with an HTTP callCustom permissions •There is no reusable workflow concept as they are item-centricReusable flows •Looping commands are limited to 5000 items/iterations without premium licensingLooping limited •Flow history context is differentWorkflow history storage •SharePoint 2010 workflows impersonation not possible. Flows run under user creator context.Impersonation •Evaluate external data sources as they may require premium licensingPremium connectors •Flow-based modification notification may execute multiple times with modern editingModified trigger
Editor's Notes
- Perficient has been a Microsoft Gold Partner since its inception in 1997. We are a National Service Provider (NSP) with Microsoft (1 of 36 in the US). The company has earned the status of Microsoft Partner of the Year on either the regional or national level over 10 times in the past 12 years. We are also a member of the following programs: SharePoint Partner Advisory Council (PAC) - (1 of 16) Office 365 Partner Advisory Council (PAC) – (1 of 16) SharePoint Business Applications Program (1 of 20) SharePoint Content Services Program (1 of 14) Microsoft FastTrack Ready Program (Top 1% of Microsoft Partners) M365 Partner-Customer Success Management Program (P-CSM) – (6 members)
- Joel
- Scan the legacy source if possible. Categorize- Are the applications still in use? If we cannot tell from the scan send a survey? Identifying application owners is typically a problem at first. Group by complexity, business criticality, what type of solutions. Some outliers may spin off to be custom apps. The retirement of SP2010 workflows is an example. Joel will walk through assessment steps.