Build a Custom LMS in SharePoint and Infowise Ultimate Forms

Learning Management Systems (LMS) are crucial tools for delivering structured training programs across educational institutions, corporate teams, and professional services. It's a common knowledge that traditional LMS platforms can be expensive and inflexible. Microsoft SharePoint, enhanced with Infowise Ultimate Forms, a no-code solution, offers a smarter, more customizable path. This guide explains how to build a full-featured LMS in SharePoint using Infowise Ultimate Forms. Discover why this approach delivers both power and efficiency.

Why Choose SharePoint and Infowise Ultimate Forms for Your LMS?

SharePoint already offers a solid foundation for document storage, collaboration, and content sharing. Add Infowise Ultimate Forms, and organizations gain these key benefits:

• No-Code Approach. Build complex LMS features - forms, workflows, reports - without writing a line of code.

• Native SharePoint Integration. Everything lives in your existing SharePoint site, leveraging permissions, versioning, and governance.

• Rich Content Management. Host multimedia, documents, quizzes, and metadata all in one place.

• Responsive UI. Infowise forms adjust to mobile and desktop layouts, ensuring consistent learning experiences.

• Full Feature Set. Dashboards, progress tracking, alerts, styling - all built within SharePoint.

This method delivers an LMS that is scalable, secure, and affordable - ideal for both internal training and external education.

Essential LMS Functions You Can Build

Let's look at the components that form a modern LMS - and how to create each with Infowise.

🎓 1. Course Library and Content Management

• Create a SharePoint library for course materials - presentations, videos, documents.

• Use metadata columns (like Topic, Level, Owner) for categorization and search.

• Add Infowise-powered views and filters, so learners can sort courses by topic or difficulty.

• Use SharePoint’s search to locate content based on metadata or full-text.

This makes content organization intuitive, searchable, and scalable.

✅ 2. Enrollment and Progress Tracking

• Build a “Enrollments” list where learners check a box to join.

• Add fields like Course Name, Learner, Enroll Date, Completion status.

• Use Infowise dynamic rules to prevent duplicate enrolments and calculate completion percentages.

• Create personal dashboards using Infowise Charts and Views, showing active, completed, and upcoming courses.

Learners instantly see their progress, and administrators have visibility into participation.

🧠 3. Quizzes, Feedback, and Certificates

• Track learner knowledge and satisfaction with Forms for quizzes and surveys.

• Add feedback fields and rating options for course evaluations.

• Use Infowise Actions to issue certificate documents automatically upon passing a quiz.

• Send email alerts to learners to notify them of achievements or incomplete evaluations.

This functionality ensures learning is both tracked and rewarded.

📊 4. User-Specific Dashboards

• Insert Infowise Charts and KPI views onto SharePoint pages.

• Build dashboards showing learner progress, high-performing courses, or enrolment trends.

• Personalize dashboards with filtered views for learners, instructors, or admins.

Dashboards provide actionable insights at every level.

⏰ 5. Reminders and Deadlines

• Set up Alerts to remind learners about upcoming deadlines.

• Use Scheduled Alerts before quiz due dates or training expirations.

• Notify instructors when course completion or feedback is missing.

Automation ensures training stays on track without manual follow-ups.

📅 6. Scheduling Live Sessions and Workshops

• Create a SharePoint calendar for training events and workshops.

• Include fields for Instructor, Course, Location, and Registration links.

• Via Infowise Ultimate Forms, pull scheduled sessions onto learner dashboards.

• Send session reminders and post-session summaries automatically.

These calendar features bring live and online training together in one hub.

How to Get Started: 7 Detailed Steps

Step 1. Define Your Course Catalog

• Identify course topics, responsible instructors, and learning objectives.

• Decide on course structure (self-study, instructor-led, blended).

• Map metadata and fields needed in your SharePoint lists.

Step 2. Build Course and Enrollment Lists

• Use SharePoint to create lists for courses, enrollments, content, quizzes.

• Add appropriate columns (e.g., Course Title, Enrolled By, Completion Status, Feedback).

Step 3. Design Learner Enrollment Forms

• Open Infowise Form Designer for the enrollments list.

• Add tabs like Course Info, Learner Details, and Quiz Results.

• Apply Dynamic Rules to ensure rules like no duplicate enrolment.

• Style forms using conditional formatting and CSS if desired.

• Include attachments for proof of completion when applicable.

Step 4. Create Alerts, Actions, and Workflows

Set up Infowise logic to:

• Auto-email learners upon enrollment.

• Send reminders X days before course deadlines.

• Trigger certificate generation using alerts or actions.

• Notify admins when feedback is pending.

Step 5. Develop Dashboards and Reporting Views

• Embed Infowise Charts in SharePoint pages.

• Create KPIs such as Total Enrollments, Average Scores, Completion Rates.

• Use views to track overdue tasks and high-demand courses.

Step 6. Set Up Quizzes and Feedback Forms

• Use Infowise for quiz questions linked to quiz lists.

• Add validations to ensure required responses.

• Notify learners with immediate feedback and track scores.

• Use rules to trigger certificate issuance upon passing thresholds.

Step 7. Pilot, Refine, and Scale

• Test with one pilot group of learners.

• Use dashboards to monitor adoption and completion.

• Gather user input to refine form design, notifications, and workflows.

• Scale the solution to broader audiences or new training programmes.

Real-World Benefits of This LMS Approach

• Cost Savings: Leverage existing SharePoint instead of buying second LMS.

• Flexibility: Adapt forms and processes as needs evolve.

• Unified Platform: No need to juggle separate systems - training and collaboration live together.

• Self-Served Reporting: Dashboards provide quick answers to stakeholder queries.

• Familiar Interface: Learners and admins access everything in SharePoint.

• Scalable: Add new modules - onboarding courses, compliance training - over time.

How Infowise Supports Success

Infowise provides resources to help you succeed:

• A free LMS starter template with basic enrolment and quiz flows.

• Interactive installation wizard to walk you through setup.

• A training library with webinars and tutorials for distance learning scenarios.

• Clear documentation for forms, alerts, charts, and permissions.

These tools accelerate your implementation - without coding or developer involvement.

Going Beyond: Advanced Capabilities

Once the basic LMS is in place, Infowise allows you to extend functionality:

• Blended Learning support including instructor sessions.

• Peer Reviews by enabling Forms and lookup fields.

• Certification Tracking with expiry and retraining notifications.

• Integration with Teams for automated enrolment cards and chat reminders.

• APIs and Data Imports via Ultimate Forms connectors.

All available with zero-code within your SharePoint environment.

Governance and Security Built-In

Your LMS solution aligns with enterprise governance thanks to:

• SharePoint’s existing permission rules for learner vs instructor views.

• Column-level permissions via Infowise for sensitive data.

• Audit trails and versioning for items and attachments.

• Compliance with data retention standards using SharePoint features.

Final Steps to Launch

1. Install Infowise Ultimate Forms in your SharePoint environment.

2. Install LMS starter template and adapt your branding and content.

3. Build course and enrolment forms, quizzes, and dashboards.

4. Pilot, gather feedback, and refine workflows.

5. Rollout across user groups with training and documentation.

6. Monitor through dashboards, then expand to include more training offerings.

Summary

Creating a robust LMS with SharePoint and Infowise Ultimate Forms has never been easier. By bringing key LMS functions - enrolment, quizzes, dashboards, reminders, certificates - into a secure, no-code SharePoint setup, you’ll deliver a customizable, affordable, and scalable training environment. And it adapts to your evolving needs without requiring expensive LMS platforms.

Start building your SharePoint LMS today with Infowise tools and drag-and-drop design. Empower your learners, streamline your training, and stay in control of your learning ecosystem.