SharePoint Saturday New York City 2018

SharePoint Saturday New York City 2018 will be a fantastic conference and I will be delivering a joint presentation with Sarah Haase this year!

We will be giving a new session titled Driving adoption of Microsoft Flow, one solution at a time. In the session, you will learn the essentials of the Microsoft Flow service and how it can be used to drive business value. You’ll also learn how to showcase custom workflow templates for your organization to give your users a jump-start with Microsoft Flow.

Registration is open – join us on July 28th!


Minnesota User Group Tour 2018

The title of this post is a little silly, but I will be speaking at the Minnesota SharePoint Users Group and the Minnesota Office 365 User Group in February!

First up on February 14th, I will be presenting an intro session on Microsoft Flow and discussing the Flow road-map. You can find more details and register here: MN SharePoint User Group February

The second session will be on February 15th at the Minnesota Office 365 user group. This session will focus on Power BI – with an extra focus on how to administer the service. Details and register here: MN O365 User Group February

I hope to see you at both meetings!


Nashville SQL Saturday 2018

Join me at the largest SQL event in Middle Tennessee – Nashville SQL Saturday (#SQLSatNash) on January 13th, 2018.

I’m giving a session first thing in the morning – Using Your On-prem Data in a Cloud World. We will be looking at how you can use your data, wherever it is, with Microsoft’s cloud tools. During the session, I will do a live install and take you from the concept, all the way to being able to utilize on-prem SQL data in the cloud.

Event registration and info can be found on the site: Nashville SQL Saturday 2018 (SQLSat 698)

Cincinnati SharePoint User Group – June 22nd

On June 22nd 2017, I will again be speaking to the Cincinnati SharePoint User Group and this time around we will be discussing workflow. I will present the options for creating workflows in SharePoint and Office 365, as well as look at the process (and potential pitfalls) for upgrading your SharePoint Designer workflows to Microsoft Flow.

Find details on the topic, as well as register on the Meetup page.

Thank you so much to everyone who came out tonight to the meeting – I had a great time and the group participation was wonderful.

I mentioned tonight the Known issues and resolutions page Microsoft is maintaining for Flow – here is the link:

There were a few questions about Flow during the meeting that I wanted to make sure I followed-up with – the list of questions & my answers are below:

  1. Can Microsoft Flow monitor list item changes while the Flow is running – meaning can another Flow instance start if a user updates a list item while the Flow is already running.
    • It is my understanding that if the Flow is currently running on a list item, another instance of the Flow will not start when a trigger occurs.
  2. Is there a trigger in Microsoft Flow for item deletes?
    • No, just like SharePoint Designer workflows, there currently isn’t a way to detect item deletes.
  3. Is there a particular patch level for SharePoint 2013 that is required for Microsoft Flow to connect?
    • I haven’t seen documentation noting a specific service pack or patch-level that is needed, but I will ask Microsoft for clarification and post the answer here.

Creating & Upgrading SharePoint Workflows – April 9th 2017

I am excited to be speaking once again at the Nashville SharePoint Users Group. The meeting on May 9th 2017 is in-person and via online meeting and the topic is “Creating & Upgrading SharePoint Workflows”. The details of my presentation are below.

For a long time, we have used workflow for automating business processes in every version of SharePoint, while using various tools to create them: out of the box workflows, SharePoint Designer, Visual Studio, & third-party applications like Nintex and K2.

  • Now that SharePoint Designer will no longer updated and there is a push to move to the cloud, what are we supposed to do now to automate tasks and business workflow?
  • What if you aren’t moving to Office 365 and just want to know what tool you should use to create workflows moving forward?
  • Should you migrate your existing SharePoint Designer workflows to Microsoft Flow or a third-party tool? What would that process look like?
  • Should you continue to build workflows using SharePoint Designer in SharePoint 2010, 2013, 2016?In our time together, we will review those questions and more so you can be confident in your path forward with process automation, no matter what version of SharePoint you are using or where it is hosted!

I had a great time with the group tonight. There were some great conversation concerning the gaps between SharePoint Designer workflows and Microsoft Flow. Everyone stay tuned to this space and make sure you register for the May 16th Microsoft Virtual Summit.

Nashville SharePoint Users Group – October 11, 2016

I am excited to be presenting at our local SharePoint users group next week! I am presenting “Microsoft Flow: The Successor to SharePoint Designer Workflows”.

I will introduce the service and give examples of how it is used to build workflows. I am also trying something new – I will pick out at least one suggestion from the audience to use as the example demo after my presentation!

More information, including the registration link, is on the Nashville SharePoint Users Group website.

The presentation slides are here: Microsoft Flow The Successor to SharePoint Designer Workflows Nashville SUG

Thank you to everyone who attended tonight & for the great interactive session!

I had a great time and we had a lot of giveaways!

Use Microsoft Flow to Send SMTP Email

Microsoft Flow is a new product from Microsoft and I am finding it to be a very useful tool. Flow can be a very convenient resource for sending email alerts when something I set as a ‘trigger’ happens. It is also a superior product to ‘IF This Then That’ products because of Flow’s ability to have many steps and conditions. Flow can be used to send email in several ways, but today I will cover how to set up a custom SMTP connection. Flow is in Preview, so some screens or options shown on this post may change.

NOTE: I am going to show how to set up an SMTP connection to GoDaddy’s email service, but any SMTP service that allows connections will work.

First, go to the GoDaddy website and log into your account. Then, click on your name (#1 below) and then select the Visit My Account link (#2 below).

Godaddy account
GoDaddy account

Once you are on your account page, click on the Manage link next to the email listing.

GoDaddy email link
GoDaddy email link

Next, find the account you will be using for your email relay. Select the drop-down menu (#1 below) and then click the Email Setup Center link on the menu (#2 below).

GoDaddy email acount selection
GoDaddy email account selection

When the Email Setup Center page loads, make note of the Outgoing server (SMTP) settings.

GoDaddy smtp settings
GoDaddy SMTP settings

Then head over to the Microsoft Flow website and login. Once you have logged in, click on the person image in the top-right corner (#1 below) and then select My connections in the menu (#2 below).

Microsoft Flow access connections
Microsoft Flow access connections

Select the Add a connection link at the top of the Connections page.

Microsoft Flow add a connection
Microsoft Flow add a connection

When the connection types load, select the SMTP link.

Microsoft Flow SMTP link
Microsoft Flow SMTP link

Then fill out the SMTP connection settings with the information you noted earlier from the GoDaddy Email Setup Center. I am using port 80 and not using SSL encryption in the example below, but you should use security best practices when configuring your service. Click the Create connection link when finished.

Microsoft Flow SMTP settings for GoDaddy
Microsoft Flow SMTP settings for GoDaddy

Once the connection is created, create a new Flow. Create a trigger, in the example below I am checking for a Tweet. Then Add an action, and type email (#1 below). This will filter the list of actions to only show email items. Then select the SMTP – Send Email action (#2 below).

Microsoft Flow add SMTP step
Microsoft Flow add SMTP step

Then enter the required information for the email. In the example below, I am sending an email to, with an email subject of “New Tweet Appears – [The Tweet text]”, and an email body of “There is a new Tweet by [who created the tweet]!”.

Microsoft Flow SMTP step settings
Microsoft Flow SMTP step settings

Finally save your Flow and give it a test. I have found that it might take a minute for the Flow to start checking Twitter, but you should receive an email any time the condition you set is met!

Happy Flow creating!