Building Dataverse-Driven Forms in Ultimate Forms

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 of Dataverse remains a challenge. Power Apps can be complex, licensing can be limiting, and building custom portals requires development resources.

Ultimate Forms changes this landscape dramatically.
With no code and a highly intuitive Form Designer, Ultimate Forms enables you to build modern, dynamic, relationship-aware Dataverse forms that can be:

• Hosted directly in SharePoint

• Published on standalone Infowise-hosted pages

• Embedded in any public website

• Accessed by authenticated or anonymous users

One of the most powerful capabilities is the ability to build Dataverse forms that support repeating sections, making it easy to submit records into both a parent Dataverse table and its related child tables in a single user-friendly form interaction.

This article explores how Ultimate Forms simplifies Dataverse form creation, how repeating sections make relationships seamless, how forms can be deployed anywhere, and why development with the Form Designer is significantly faster and more approachable than traditional alternatives. We will also cover how Dataverse data can be printed, exported, or used to generate documents automatically.

Why Build Dataverse Forms with Ultimate Forms?

Dataverse is excellent at storing and securing data, but interacting with that data typically requires development effort or platform-specific tools. Ultimate Forms offers a unified, no-code interface for building fully customized forms that read from and write to Dataverse with ease.

Key benefits include:

• Visual, drag-and-drop form design

• Dynamic rules and permissions

• Built-in printing and document generation

• Direct Dataverse data connections

• Grid view of existing items

• No dependency on Power Apps or Power Automate

• Ability to embed forms in SharePoint and/or external sites

Most importantly, Ultimate Forms supports complex relational data entry, which is often where Dataverse-based apps struggle.

Bringing Dataverse Relationships to Life with Repeating Sections

Dataverse supports one-to-many and many-to-many relationships between tables. In typical Dataverse or Power Apps scenarios, presenting related child rows inside a parent form is not always intuitive. It often requires galleries, separate screens, or custom development to manage collections.

Ultimate Forms provides a dramatically simpler approach: repeating sections.

What Are Repeating Sections?

A repeating section is a form component that lets users add multiple “child” entries within a single parent form submission. Each entry corresponds to a new row in a related Dataverse table.

Examples include:

• Invoice with invoice line items

• Project with tasks

• Inspection with findings

• Order with products

• Parent record with multiple contacts

With Ultimate Forms, you can place a repeating section right inside your Dataverse-connected form. When the form is submitted, Ultimate Forms:

1. Creates or updates the parent Dataverse record

2. Creates related child table records mapped to that parent

3. Handles the relationship automatically

4. Performs all of this with no code

This transforms how Dataverse solutions are built. Instead of creating separate forms, screens, or multi-step processes, everything happens in one coherent interface.

Why Repeating Sections Simplify Dataverse Integrations

One connected form instead of multiple screens

Users don’t navigate between screens or popup dialogs. They simply enter details into the embedded repeating section.

Automatic record linking

Ultimate Forms maps the child rows to the parent using data connections, ensuring they appear as related records in Dataverse.

Cleaner workflows

Since everything is done in one submission, related actions such as print or document generation become easier and more reliable.

More natural user experience

Users think in terms of one form, not multiple detached data-entry steps. This significantly improves adoption and reduces training time.

Design Dataverse Forms Faster with the Form Designer

One of the biggest advantages of using Ultimate Forms for Dataverse is the speed with which forms can be built.

A Visual Designer That Requires No Code

The Form Designer offers:

• Drag-and-drop layout

• Multi-column sections

• Containers and tabs

• Conditional visibility

• Dynamic rules

• Validation

• Permissions

• Data-driven formatting

Everything is visual. There are no formulas to write, no dependency on PowerFX, and no need to build multiple screens.

Rapid Development and Iteration

You can often build full Dataverse forms, including relational logic, in hours instead of days or weeks.

Speed comes from:

• Visual rule builder

• Direct Dataverse data connections

• Easy bindings between form columns and Dataverse columns

• Built-in repeating section templates

• Instant preview and publish

This empowers business teams to build solutions themselves, while IT maintains governance through permissions and roles.

Hosting Options: SharePoint, Infowise Pages, or External Websites

Unlike native Dataverse forms, which are primarily tied to Power Apps and Dynamics, Ultimate Forms gives you multiple ways to deploy your form.

1. Host the Form Directly in SharePoint

For organizations already using Microsoft 365, this is the most seamless approach:

• Users access the form from SharePoint like any other business process

• SharePoint permissions integrate naturally

• Forms look and feel like part of the Microsoft 365 environment

• No separate portal or app required

2. Use a Special Infowise Hosted Page

Ultimate Forms supports hosting forms on Infowise-provided URLs without requiring SharePoint pages at all.

This option is ideal for:

• External users

• Vendors and partners

• Mobile users

• Kiosk-style data entry

You get a clean standalone page that still writes into Dataverse behind the scenes.

3. Embed the Form in Any Website

For public-facing or customer-facing scenarios, you can embed the form on:

• Company website

• Customer portals

• Partner dashboards

• Microsites

• External management portals

Even when embedded on a completely external site, the form continues to write to Dataverse through secure data connections.

Authenticated and Anonymous Access

Ultimate Forms gives you full control over who can submit data.

Authenticated Users

Authenticated users access the form via their regular Microsoft 365 login mechanism. All operations are then tied to the actual user (for instance, item owner or updater). This is ideal for employees, contractors, and internal stakeholders.

Anonymous Users

Ultimate Forms forms can also be opened to anonymous or external users, even if those users do not have Dataverse or Microsoft 365 licenses.

This is extremely powerful for:

• Public intake forms

• Event registrations

• Customer onboarding

• Vendor submissions

• Troubleshooting or service portals

• Community or volunteer engagement

The form still writes data into Dataverse securely, but users do not need accounts or licenses.

This capability alone solves many licensing bottlenecks that Dataverse-based solutions face.

Printing Dataverse Items and Generating Documents

Dataverse solutions frequently require outputs such as:

• PDFs

• Invoices

• Certificates

• Contracts

• Inspection reports

• Delivery summaries

Ultimate Forms includes a powerful Printing and Document Generation engine that works with Dataverse-connected forms.

Key Printing Features

• Create fully customized templates

• Insert Dataverse data dynamically

• Include repeating section data (child records)

• Export to PDF, Word, Excel or HTML

• Automatically email documents

This elevates Dataverse applications far beyond simple data entry. The system can produce polished, branded documents with zero code.

Real-World Scenarios Where Dataverse + Ultimate Forms Shines

1. Service Orders with Line Items

A service company logs jobs into a Dataverse table and needs to capture multiple services provided.

Ultimate Forms handles:

• Parent job record

• Repeating child service items

• Automatic relationship creation

• Document generation for completed service reports

2. Inspections and Compliance Audits

Auditors need a mobile-friendly form with:

• Parent inspection data

• Repeating list of violations or findings

• Automatic photo attachments

• Immediate PDF output for regulators

Ultimate Forms handles all of it, hosted on SharePoint or standalone URLs.

3. Vendor or Supplier Onboarding

Allow external vendors to submit:

• Company details

• Contacts (repeating section)

• Documents

• Certifications

Form is embedded on your website. Data flows into Dataverse.

4. Customer Orders Integrated With Dataverse Tables

Ultimate Forms supports:

• Parent order

• Order products in repeating section

• Automatic pricing

• Invoice PDF generation

• Submission by internal or external users

Why Ultimate Forms Is the Best Way to Build Dataverse Forms

When you combine Dataverse with Ultimate Forms, you get the best of both worlds:

Dataverse Handles:

• Secure, structured data storage

• Relationships

• Advanced business logic

• Integration across Microsoft apps

Ultimate Forms Handles:

• Beautiful, dynamic forms

• Repeating sections and relational data entry

• No-code rules and permissions

• Hosted pages and external embedding

• Anonymous access

• Document generation

• Extremely rapid development

• Low cost and no extra licensing requirements

This combination is unmatched for creating modern business applications.

Conclusion

Ultimate Forms turns Dataverse into a powerful, user-friendly platform for business processes. With repeating sections for relational data, hosted and embedded form options, anonymous access, and full document generation capabilities, you can deliver enterprise-grade Dataverse solutions faster and with no coding at all.

Instead of building complex Power Apps interfaces or costly portals, Ultimate Forms gives you a streamlined, flexible, and intuitive way to create forms that your users will love and your teams can maintain easily.