Anh-Thu Chang, Author at Microsoft Power Platform Blog http://approjects.co.za/?big=en-us/power-platform/blog Innovate with Business Apps Wed, 07 Feb 2018 14:24:21 +0000 en-US hourly 1 Beginner | Flow of the Week: How to Extract Email Data and Send to SharePoint List http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/how-to-extract-email-data-and-send-to-sharepoint-list/ Wed, 07 Feb 2018 14:24:21 +0000 We are excited to share today's Flow of the Week co-authored by Courtenay from Parserr.com. In this tutorial, she walks us through how to use Microsoft Flow to extract email (and attachment) data and send it directly to a SharePoint list. Our Flow community is constantly innovating on how they use Flow to solve their business needs. We are so excited for opportunities like this to share their creative work with the larger Flow community!

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The following is a FOTW blog written by Flow Community member Courtenay from Parserr.com. This tutorial highlights how the recently added Parserr connector can be used with Microsoft Flow. Let’s begin.

Hi there, Courtenay from Parserr.com here – let’s jump straight into it!

Parerr is an easy connector for Microsoft Flow that allows you to easily extract email (and attachment) data and send it directly to the application that actually needs it.

In the steps outline below, we will show you how to select the exact data you need from your email body and add it straight into a SharePoint List. However you could take your extracted email data and add it into any one of the 3rd part connectors supported by Microsoft Flow!

How to Extract Email Data and Send it to a SharePoint List:

1. Sign up for a free Parserr account and confirm your email address:

 

 

2. Click on the confirmation link in the email and login with the details you provided previously. Once logged in, you should be presented with the setup screen. Click the “Great. Lets get started” button

3. The next screen will provide you with your incoming email address. This address is where you will forward all your incoming inquiries that you wish to extract to SharePoint. Go ahead and copy the email address provided. Then make sure to forward a valid inquiry or email you wish to extract and make a note of your unique Parserr inbox (eg. BSB8GEBA@mgparserr.com) as shown below

 

 

4. Once you have forwarded the email to the assigned email address (ending in mg.parserr.com), Parserr will detect the email and then ask you a few onboarding questions. In our case we would like to extract information from the body of the email:

 

5. Choose “Microsoft Flow”.

6. Next Parserr asks us where we’d like to extract our data. Choose SharePoint and click “Finish”.

 

7. Depending on your email, Parserr may be able to automatically set your rules up automatically. In the case below, Parserr has detected that there are some parts of the body that may be able to be auto-extracted. If you don’t see this screen, not too worry, parsing rules are very simple to setup. Choose the rules you want to setup. If you arent sure if you want the rule, simply create it anyway. You can always delete it later. Click the “Yes, create the rules I have checked above” button.

 

8. Next, you will have the option to create further rules, or if you have no rules yet, an option to create a rules. Creating rules is really easy once you get the hang of it. The idea is to “chain” a number of steps together to extract the content you need. For instance in my rule for “First Name” above, the following steps happened:

a) Step 1: Get row containing text “First Name”: This gets me the row in the body of the email that contains that phrase, First Name

b) Step 2: Search & replace: So simply remove the part, “First Name” so i can end up with the value that I need:

Give your rule a name and click “Save”.

 

9. Once you have your rules sorted, go have a look at your parsing results. You do this by clicking on “incoming emails” in the left navigation and click the small arrow icon to open your first email:

 

10. Now its time to jump into Microsoft Flow and connect Parserr to SharePoint! Choose to create a new Flow and choose the Parserr connector and the trigger “Parserr – When an email is received”.

14. Next you will be prompted to add your username and password for Parserr. Please use the same username and password as would when you login to Parserr. This step needs to be 100% correct or the integration will not work correctly.

 

15. If you are connected properly to Parserr (previous step), you will see your Parserr email address appear in the trigger step. If you don’t see a value, don’t add your own custom value. This means your username and password were incorrect previously. Go back a step and try and edit your connection (username and password) to Parserr:

 

16. Click “New step” and then click “Add an action” as shown below:

 

17. Choose SharePoint and “Create Item” as your action.

 

18. For this example, we will add the rule we created in Parserr, “First Name”, as the “Title” field in SharePoint (Site address has been obfuscated for this example). The “Dynamic content” box shown on the right of the screen represents the rules created in Parserr and are available to be used as fields within your SharePoint columns. This is how we map Parserr extracted email data to SharePoint

19. Once you are complete, save your Flow. You should now be ready to test the entire process. Exciting! Firstly send through a new email to your Parserr email address (eg. 43HGH43@mg.parserr.com). Then check your Parserr incoming emails to see that Parserr has received the email and that the data has been sent to Flow (under Flow Data)

If you don’t see the “Flow data” this means the data has not been sent to Flow. To resolve this, check that your Flow has been saved and that you have followed the steps correctly above.

 

If you do see the “Flow data” tab, this means that the data has been sent successfully to Flow. If you load up your Flow dashboard, you should see some successful runs of your new flow:

Thanks again to the Microsoft Flow team for collaborating with us to bring you the Flow of the Week!

If you have any questions or comments, please leave them in the comments below or post your questions in the Flow Community!

Until next time.

P.S. To never miss another blog post from the Flow blog – Use This Flow

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Webinar 2/8: Intermediate | The one-stop-shop solution for social networking using PowerApps and Microsoft Flow by Daniel Christian http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/social-networking-using-powerapps-and-microsoft-flow/ Tue, 06 Feb 2018 14:54:53 +0000 Just getting in your groove with Microsoft Flow? Well, this webinar is for you - we're thrilled to feature guest speaker Daniel Christian to talk about how he uses fundamental features from Flow and PowerApps to create a one-top-shop solution for social networking. Join us LIVE this Thurs 2/8 @ 10:00AM PST!

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Daniel is a new PowerApps MVP and one those rare individuals that is at home in PowerApps as Flow as SharePoint and even Power BI. Definitely looking forward to having him back on this week’s webinar one of our favorite topics…Social networking!

The on-stop-shop solution for social networking using PowerApps and Flow

With the increasing number of data connections available, PowerApps with Flow makes the cross-platform functionality easier than it has ever been. It’s because of this reason PowerApps can be used as a central base used to sent out communications to social media platforms such as Twitter, Facebook, Yammer, Slack and LinkedIn. This session includes a live demo and walk-through on how a single PowerApps can be used to send announcements. We’ll also see how Flow captures social media content and using Cognitive Services detects sentiment values to help analyze and using Speech translation media content to English. Finally, we’ll see how Flow can post the comments on Microsoft Teams as a central location to discuss the content.

Webinar Details:

When: Thursday 2/8 @ 10:00AM PST

Where: https://www.youtube.com/watch?v=iVP7HgJuTQc

About Daniel Christian:

Daniel Christian has over 13 years of SharePoint experience starting with SharePoint Portal 2003. His area of expertise includes SharePoint On-Premises architecture, maintenance and administration, and SharePoint Online administration. He is a big fan of building no-code solutions and reporting. Currently, he is focused on PowerApps, Flow and Power BI and its integration using Gateway with SharePoint Server 2013 and 2016.

You can follow more of Daniel’s activities on Twitter @dchristian19.

P.S. To never miss another blog post from the Flow blog – Use This Flow

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Webinar 2/6: Advanced | Flow With Microsoft Graph API by Ashish Trivedi http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/feb6-webinar-how-to-flow-with-microsoft-graph-api/ Mon, 05 Feb 2018 16:17:13 +0000 Flow webinars are back in action on with guest speaker Ashish Trivedi sharing his advanced knowledge on how to use Flow with Microsoft Graph API. Join us LIVE this Tues 2/6 @ 10:00AM PST!

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Microsoft Flow enables us to build a business process quickly. The built in connectors and actions provided require building blocks. On the other hand, Microsoft Graph API provides all the information and intelligence from Office 365.

When you are building a Flow and need any info within Office 365, you can always rely on Graphi API.

In this session, we will discuss what is Graph API and how it provides information and intelligence from Office 365. We will also discuss what are the stephs to include Graph API in any Microsoft Flow. Once that is set up, we will investigate more on the information and intelligence side of Graphi API and build intelligent flows. We will also verify if we have any other technology elements to make it possible.

Webinar Details:

When: Tuesday 2/6/2018 @ 10:00AM PST

Where: https://www.youtube.com/watch?v=um5tHXw1BEU

About Ashish Trivedi:

Ashish has more than 10 years of hands-on experience with Office 365 + SharePoint and related technologies.

He has been involved in the enterprise applications design and development processes and drives the end user requirements to meet the solutions using technology.

He is capable of handling end to end engagements through different phases as pre-sales, solution design, planning development activities, customer expectations with technology solutions, proof of concepts, submitting proposals, project planning, leading the team to develop and deliver solutions on time with zero defects.

Being a trusted consultant, he advises each of his customers to follow the recommended and best practices in technology and business domain solutions.

He has hands-on practical experience on implementing Six-Sigma (DMAIC) and ITIL process and manage projects using Agile/prototype development.

Expertise Skills – Solution architecture using Cloud technologies, Legaxy system migrations to SharePoint, Application reverse-engineering

Primary Technology – SharePoint (on-premises/Online)

Related Technologies – Office 365, VSTO, Azure, PowerShell, C#, JavaScript, OpenXML, Win Phone 7, SQL Server

P.S. To never miss another blog post from the Flow blog – Use This Flow

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