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Introduction Organizations rely on SharePoint lists to manage everything from service requests to project tasks, compliance logs, HR workflows, asset tracking, inspections, and approvals. While lists are powerful, they can quickly become overwhelming, especially when users must review large amounts of information or identify priorities at a...

Introduction SharePoint forms play a central role in today’s business operations. They help managing approvals, tracking requests, supporting compliance procedures, onboarding employees, and capturing critical information across every department. As organizations optimize these processes, the usability of each form becomes increasingly important....

Introduction Organizations increasingly operate in hybrid environments, where cloud applications run alongside critical on-premises systems. Infowise Ultimate Forms in SharePoint Online can be configured to communicate securely with internal resources, such as databases or APIs. Because these internal systems usually sit behind firewalls or...

Introduction Modern business processes increasingly rely on multimedia content to communicate instructions, demonstrate procedures, and improve user engagement. While SharePoint forms traditionally collect text, numbers, and documents, many organizations now need a way to embed training videos, product demonstrations, onboarding instructions,...

Introduction Organizations often need to create professional, printable records from their SharePoint data. The purposes range from audits to customer documentation, legal compliance, internal reporting, or standardized business outputs. While SharePoint excels at storing and displaying information, it does not provide strong native tools for...

SharePoint and Salesforce Organizations often rely on Salesforce as their primary customer relationship management platform. It’s powerful, well-established, and highly capable. But teams often need more flexibility in how information is collected, reviewed, and managed before it ever reaches Salesforce. This is where Infowise Ultimate Forms,...

Why Choose a SharePoint-Based CRM Many organizations already use SharePoint for document storage, collaboration, and workflow. For those companies, turning SharePoint into a fully-functional CRM can make a lot of sense. Instead of introducing a heavy, expensive enterprise CRM like Salesforce or Microsoft Dynamics 365 (with high license fees,...

How Seamless Integrations Bring SharePoint Processes to Life Organizations rely on many systems to run their business. Customer data might live in a CRM, product information in an ERP, employee details in HR systems, financial data in accounting platforms, and specialized records in custom databases or industry-specific tools. Yet employees still...

Introduction Modern business processes demand forms that adapt to the user, the workflow stage, and the data itself. A static form that looks the same for every person leads to confusion, security issues, data inconsistencies, and unnecessary complexity. Ultimate Forms solves this by providing a powerful permissions system directly inside the...

HR departments often juggle myriad tasks. Recruiting, onboarding, leave tracking, training, compliance documentation, performance reviews, policy management, and more. Many of these tasks rely on paper forms, spreadsheets, or disparate systems that don’t connect. The result is inefficiency, missed deadlines, inconsistent data, and high...

Managing resources such as staff, equipment, rooms, and time slots is a challenge for organizations of any size. Scheduling conflicts, limited visibility, and inconsistent processes often lead to inefficiency and frustration. Many teams start with spreadsheets or shared calendars, but these tools quickly become difficult to maintain as complexity...

Microsoft Dataverse has become a powerful backbone for storing and managing business data across the Microsoft ecosystem. It supports structured tables, relationships, business rules, and connections to applications like Dynamics 365, Power Apps, and Microsoft Teams. Yet, for many organizations, building user-friendly data-entry experiences on top...

Introduction In modern business processes, knowing when to act is just as important as what to do. Many automation scenarios require detecting not just a value, but a change in value. For example, “Status changed from ‘Pending’ to ‘Approved’”, or “Budget increased beyond $100,000”. In the world of forms and workflow automation, this kind of...

How SharePoint Becomes a True Enterprise Hub for Connected Business Processes Modern organizations rely on a wide range of applications and data systems. ERP platforms, CRM databases, finance tools, HR systems, and custom line-of-business apps, to mention just a few. While SharePoint is the natural home for collaboration and form-based processes...

Email Alerts Timing Email notifications can be critical. There are many situations where every second counts. Regular email notification rules normally have a delay of 30 to 40 seconds after the trigger event before the email is sent. Immediate emails show up in as little as 2 to 5 seconds! What if you want to have an immediate email...

Stop Problems Before they Begin Duplicating records is a common problem in business processes. It's important to avoid this problem before it happens rather than trying to clean up the mess afterwards. But how can you stop users from creating conflicting records or duplicates? Users don't do it on purpose. After all it isn't always obvious that a...