Infowise Syndicationhttps://www.infowisesolutions.com/blog/rssLatest news and updates from Infowise.Personal loans calculator using Infowise Ultimate Forms<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Dear Reader, It's almost 15 days past the new year. Looking back, I think it has been a fantastic year. I travelled a lot, read loads of new books and found a secure form creating solutions using Infowise Ultimate Forms.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Today, I would like to share a calculator I have built for calculating Personal Loan interest using Infowise Forms.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/How-much-can-I-borrow-n.png" alt="" /><br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">What are Loans?</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Loans are an essential part of retail banking. A bank loan is the most common form of loan capital for a business or consumer. Financial institutes are resources we turned to if we need money to buy a car or a house or to tide over some an extra expenditure in a month; one can apply for a loan, once the loan is approved and disbursed, one can pay back the loan after a pre-defined period, say five years or ten years, along with monthly interest.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">If I take a loan of $50,000, for one year, at an interest rate of 12%, I can pay only $4442 per month, and at the end of the year, I can pay the principal amount. Loans help a person to spend more than they have and pay it back later with more convenience.</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Why do banks provide Loans?</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">From a bank perspective loans help to generate income. I know it doesn't sound evident from a consumer viewpoint. I was also surprised when I read about the money multiplier effect of loans.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To clarify, banks generally have two primary purposes.</span> <ol style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It allows people to save money and, in return, provides an interest.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It also lends money and receives an interest in return</span></li> </ol> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">A bank doesn't have any money of its own, so it gives to cash that is deposited by people. The interest that a bank earns helps them to pay interest on deposits. However, a bank cannot lend all its money. A depositor can come back any day to withdraw his savings. To solve this problem, banks assume that all the depositors would not withdraw their funds on the same day. They save a part of the deposits, and the rest they disburse as a loan. The preserved part is called the reserve.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Now, the banks calculate the amount of money that they receive from their loans.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Let us consider the scenario:</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">A bank has a deposit of $100, and it lends $99, with a reserve of $1. The loan gives the bank a total income of $105. Thus the change is $105-$99=$6. Thus, the bank increases the funds it had, thereby creating money. Now imagine all the banks lending innumerable people, it creates wealth for the banks.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">However, it is significant for the banks that people pay their loans back. If not, then the bank will run into a loss and cannot pay back its depositor's money. Thus, the bank runs a very stringent check on the ability of the person to return the loan amount.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To create a personal loan calculator, I had the following requirements:</span></h2> <ol style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Gather all the information about the person applying for the loan, including personal information and also employment details.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Allow an option to upload documents.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Make it accessible on smartphones and tablets.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Please send an email to the user that his request is in process.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The bank employee updates the request with the result.</span></li> </ol> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To begin with, I used the Form Designer from Infowise Ultimate Forms.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/How-much-can-I-borrow-2-n.png" alt="" width="700" height="350" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">With a few button clicks, I could colour and design the page as per the colour and design I wanted. I also had options to add custom CSS and not just choose the pre-defined options. This helped me to design my form precisely the way I wanted, including the margin and padding.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/How-much-can-I-borrow-3-n.png" alt="Infowise SharePoint Loan App" width="700" height="407" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To capture a large number of columns, I created a tabbed form. Tabs can be added very easily by dragging it from the controls on the form design page. Though I am very comfortable with tabbed types, sometimes accordion also works well with forms that have a large number of fields. You can also create an accordion or add images by dragging the controls.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I also added a tab to upload documents. The document tab allows the user to drag and drop the files they want to upload. It's exciting how Infowise Ultimate Forms fit into SharePoint with few clicks of the mouse.&nbsp;<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/How-much-can-I-borrow-4-n.png" alt="" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Another feature of form designing that I appreciate and use a lot is validations. It's quick and easy to add validations for any field. I can also add permissions and rules. I can also choose which kind of form (Create, Edit or View) will have the validations. The preview button also makes it easier to check it on Smartphone and Tablets.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Once my form was completed and tested with the validation, I started by adding alerts to the form. I needed a simple email to tell the user that his request is in progress. If I were not using Infowise ultimate forms, this would be the time for me to open up a new application, SharePoint Designer or maybe Microsoft Power Automate, previously know as Flow.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">However, with the Infowise Forms application, I can create alerts, without starting a new application. It is everything useful in one place. Also, it provides a dropdown based UI where it is straightforward to set the alert criteria. I can also see the alert I had previously set on a different form.<br /><br /></span><br /><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/How-much-can-I-borrow-5-n.png" alt="SharePoint Infowise Loan App" width="700" height="201" /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It also provides Tutorials and Documentation about alerts and what are the best practices. I created my alert and added the recipient as the one who created the item. I can also set the criteria based on which I can send the email and the email template. I can easily fetch dynamic data from the list to add it to my email template.<br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span><br /><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/How-much-can-I-borrow-6-n.png" alt="" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Have you tried the Infowise Ultimate Forms yet to design your forms quickly? Let me know how you find it?<br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Join me next week as I discuss more the personal loan approval and interest calculation, using the Business Process Module in Infowise Ultimate Forms.&nbsp;</span>https://www.infowisesolutions.com/blog/personal-loans-calculator-using-infowise-ultimate-formsDebolina DasguptaTuesday, January 14, 2020https://www.infowisesolutions.com/blog/personal-loans-calculator-using-infowise-ultimate-formsCreate a Centralized Search Portal with List SearchLet&rsquo;s say your SharePoint site has got 20 different document libraries and 30 different lists, all containing different data sets which different groups of users need to access. Wouldn&rsquo;t it be great to have a single place where they could all go to find specific documents or records? Guess what, that&rsquo;s totally do-able using the Ultimate Forms List Search web part. When you create the web part Profile in O365, you can include any or all of the libraries and lists on the site. You can also further filter your data by specifying views. &nbsp; <p style="text-align: center;"><img style="border-width: 1px; border-style: solid;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-01-13_12-56-26.png" alt="" width="650" height="667" /> One recommendation I&rsquo;d make &ndash; I think you should always opt for the &ldquo;Advanced&rdquo; search when you set up the app, since that provides much more data parsing power &ndash; and, you can toggle to the &ldquo;Simple&rdquo; mode on your page if you want to. It works a bit differently in the on-prem version, but you have the same level of flexibility with sources. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-01-14_7-30-05.png" alt="" width="450" height="648" /> The web part looks great on an O365 Modern page. In the Advanced mode, you can select up to five different value to search on, using &ldquo;AND&rdquo; and &ldquo;OR&rdquo; conditions. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-01-13_14-48-01.png" alt="" width="700" height="245" /> Clicking on the record will bring you to the item&rsquo;s detail page in the list or library. You can also print your results or export them to Excel, or save the search for future use. The on-premise experience is a little different, but has the same basic characteristics. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-01-14_7-35-56.png" alt="" width="700" height="140" /> Either way, this is a powerful tool that can let your users find the information they need fast from a single, centralized location. For more information, check out the tutorials <strong><a href="https://www.infowisesolutions.com/training/article.aspx?ID=158">List Search (O365)</a></strong> and <strong><a href="https://www.infowisesolutions.com/training/article.aspx?ID=159">List Search (On-premises)</a></strong>.https://www.infowisesolutions.com/blog/create-a-centralized-search-portal-with-list-searchPhil GoldTuesday, January 14, 2020https://www.infowisesolutions.com/blog/create-a-centralized-search-portal-with-list-searchUsing SharePoint and Office 365 to create a Purchase Order System<h1 style="text-align: center;"><strong>Purchase Order System</strong> with <strong>SharePoint and Office 365</strong></h1> <p style="text-align: center;"><em><a href="https://www.capterra.com/p/58688/Office-365/reviews/">&ldquo;Overall, it's a dependable system that I believe is the industry leader for a reason. The software is refined and getting better each year.&rdquo;</a></em> <p style="text-align: center;"><em><a href="https://www.capterra.com/p/58688/Office-365/reviews/">&ndash; Office 365 review on Capterra by Nik K.</a></em> A <strong>purchase order system</strong> is a must if you want to efficiently handle the purchasing process and maintain an accurate financial record. An efficient <strong>purchase order system</strong> can help you save time, assist in planning and budgeting, manage overages, reduce errors, and monitor progress. There are several out-of-the-box <strong>purchase order system</strong>s available in the market for <strong>SharePoint and Office 365</strong>, and not all of them are created equal; some are versatile, and some are limited. So how to determine if you need to update or automate your <strong>purchase order system</strong>? <h2>Costly</h2> Manually handling your <strong>purchase order system</strong> can be expensive; you will require to hire employees to handle the workflow, and as your business grows, the number of employees will grow as well. This can be difficult for many, especially if they have a limited budget to operate. <h2>Time Consuming</h2> If your current <strong>purchase order system</strong> is consuming more than the necessary time between order placement and delivery because of authorization, data entry, or request, then it is time for an upgrade. <h2>Communication Gap</h2> Effective communication is a must between departments to deliver the desired product or services to the client. In a manual <strong>purchase order system</strong>, the chances of miscommunication increases, resulting in ineffective processes. <h2>Increased Errors</h2> Increase pressure due to workload may result in errors in certain areas. If mistakes are made in data entry, your client won&rsquo;t receive what they ordered, which can hurt your business. Pressure also tempts the employees to disregard essential SOPs of the <strong>purchase order system</strong>. If your <strong>purchase order system</strong> is facing these issues, then it is time for you to adapt to a new system. <h1><strong>Purchase Order System</strong> in SharePoint or Office 365</h1> With <strong>SharePoint and office 365</strong>, you can address all the issues that your current purchase order might be facing. It can effectively handle all the processes of the <strong>purchase order system</strong> because of its built-in tools. Let&rsquo;s review some of the best features you get by using <strong>SharePoint and Office 365</strong> as a <strong>purchase order system</strong>. <em> <iframe src="//www.youtube.com/embed/Dwjq3qCHai4?feature=emb_logo" width="560" height="314" allowfullscreen="allowfullscreen"></iframe><br /></em> <em>Webinar: Improve Your Purchasing with SharePoint &amp; Office 365 by Infowise<br /></em> &nbsp; <h2>Order Tracking</h2> The most stand-out feature of using <strong>SharePoint and Office 365</strong> as a <strong>purchase order system</strong> is that users can track their orders every step of the way. Purchase requests can also be followed and stored on the platform, from request approvals to delivery. <h2>Customizability</h2> Every company follows different guidelines and have different processes, with <strong>SharePoint and Office 365</strong> users can customize the <strong>purchase order system</strong> according to their needs. They can set-up the purchase request form, assign admin roles, set up multi-level approval, define purchase orders based on location, type, cost, etc. <h2>Automated Communication</h2> Another excellent feature of <strong>SharePoint and Office 365</strong> is that it helps you communicate between departments without delays. Once a purchase request is submitted, the platform automatically sends out emails to the related parties. And when the client receives the product, all parties are notified. <h2>Interactive Dashboards</h2> <strong>SharePoint and Office 365</strong> helps you to monitor the progress of the purchasing process by generating dashboards from the information. You can also track the history of purchase requests by each department, view approval and denial percentage, and the overall status. These dashboards are saved on the platform, so you can use them as references whenever you need them. <h2>Integration with External Systems</h2> Flexibility is another reason you should use <strong>SharePoint and Office 365</strong> as a <strong>purchase order system</strong>. You can easily integrate it with external systems such as finance, equipment or asset, etc. This feature improves the overall efficiency of all departments in the company. For example, a department requests a printer; once the process is completed, the platform will automatically generate an entry in the finance system as an IT asset. <h2>Sharing and Printing</h2> When you use <strong>SharePoint and Office 365</strong> as a <strong>purchase order system</strong>, you get the option to add a formatted template that can be printed and shared with others. It can include your company&rsquo;s information, i.e., Company logo, address, phone, email, etc. and receiver&rsquo;s information. It can also include a signature of the approving authority. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needshttps://www.infowisesolutions.com/blog/using-sharepoint-and-office-365-to-create-a-purchase-order-systemAmir ShingrayFriday, January 10, 2020https://www.infowisesolutions.com/blog/using-sharepoint-and-office-365-to-create-a-purchase-order-systemBenefits of using SharePoint and Office 365 as a Vendor Management Software<p style="text-align: center;"><strong><em>Infowise Ultimate Forms</em></strong> <p style="text-align: center;"><em><a href="https://www.capterra.com/p/58688/Office-365/reviews/">"The ultimate software for any business needing an all in one office solution.&rdquo;</a></em> <p style="text-align: center;"><em><a href="https://www.capterra.com/p/58688/Office-365/reviews/">&ndash; Capterra Review by Matthew S.</a></em> <strong>Vendor management</strong> empowers your company to take appropriate actions to control cost, reduce risk, ensure excellent service output, and generate mutual value from vendors. You would have to follow several processes for effective <strong>vendor management</strong>, including searching suitable vendors, finding and managing pricing details, measure the work quality, maintain business relations with vendors, etc. It can be daunting for many to keep up with these tasks, so to avoid a disaster, companies use <strong>SharePoint and Office 365 </strong>as a <strong>Vendor Management</strong> Software. By doing so, contract management becomes easy; companies can get a better selection of vendors, monitor performance of the vendors, assign goals for vendors to generate value, build long-lasting relationships, and much more. And today, we are going to review some of the stand-out features of <strong>SharePoint and Office 365 </strong>for <strong>vendor management</strong>, so let&rsquo;s get started. <h2>Integrated with Other Microsoft Apps</h2> The most stand-out reason to use <strong>SharePoint and Office 365 </strong>for <strong>vendor management</strong> is that no other management software matches its level of integration with Microsoft Applications. This can be a convenient feature for you if you are already using other Microsoft apps such as Word, Outlook, Excel, etc. because you won&rsquo;t have to train your team to use the new management software. You can save crucial time and increase your productivity by easily importing/exporting your data on the Office 365 platform. This will allow you to eliminate repetitive processes and bring some level of automation to your processes, making them more efficient. Your legal team can create, review, monitor changes, and manage user permissions for efficient vendor and contract management. <h2>Shared Database</h2> <strong>SharePoint and Office 365 </strong>come with <a href="https://docs.microsoft.com/en-us/office365/servicedescriptions/onedrive-for-business-service-description">OneDrive, which provides up to 25 TB</a> for storing your contacts and documents. You can save achieved targets, responsibilities, profiles, and other relevant information in a single database that is shared across the company. The centralized search feature makes it easier for the management to search and filter documents across the platform. They can also create custom views for their documents to increase the search capability of their management software. <h2>Enhanced Security</h2> A data breach is one of the major concerns of many businesses, and it should be, as almost <a href="https://www.businesswire.com/news/home/20181115005665/en/Opus-Ponemon-Institute-Announce-Results-2018-Third-Party">60% of the companies in the US and the UK experienced a 3<sup>rd</sup> party data breach in 2018</a>. In <strong>vendor management</strong>, this risk increases substantially; that&rsquo;s why a safe and secure management software is a must for your business. <strong>SharePoint and Office 365 </strong>have a state-of-the-art security system that allows you to keep sensitive information safe. You can set-up multi-factor authentication, create dedicated admin accounts, block malware, encrypt your data and messages. You can also configure Advanced Threat Protection against malicious files, websites, and phishing attacks. The audit trail allows the management team to view who gained access, made changes to the data, and other related actions. <h2>Increased Collaboration</h2> Collaboration is vital in <strong>vendor management</strong>; it can help you make an improvement to your existing processes, encourage innovation for products or services, etc., and <strong>SharePoint and Office 365 </strong>are widely popular because of their collaboration capabilities. It allows you to share sensitive documents safely both inside and outside the company. Office 365&rsquo;s co-authoring feature is handy for contract management, different departments can not only review the records, but they can also edit and write contracts. The shared document database makes it easier for the contract team to increase productivity by providing real-time read-write access. <h2>Document Versioning</h2> Without efficient management software, it can be problematic for you to keep up with the contracts; you would have to search through documents manually, you can inadvertently update a document and rewrite over it. Subsequently, it&rsquo;d be harder to determine the most updated version of the report, etc. <strong>SharePoint and Office 365 </strong>can effectively handle all these problems. Document versioning allows your <strong>vendor management</strong> team to track changes made to the documents in real-time, maintain a record of previous versions of contracts during the contract lifecycle, make changes to a report without worrying about overwriting/replacing the document, create a uniform file-naming system across the company, etc. <h2>Manage Metadata</h2> Metadata can be very helpful if your company is managing several contracts; with SharePoint and Office 365, you can create metadata for the document. Metadata can include the business area of the agreement, type of contract, the title of contract, number of the contract, assign start-end or renewal date, the value of the deal, etc. You can customize the metadata to search and manage the documents, and the centralized database allows the management to configure and apply changes to the contract across the company. <h2>Expandability</h2> A company&rsquo;s requirements changes as they grow, they might require more storage space, install new software, etc. And if their current management system is limited, they&rsquo;d have to adapt to a new system. With SharePoint and Office 365, you can scale-up your platform as your business grows. At least 500 million documents can be supported by the platform, which is more than enough for a large-scale enterprise. And if you run out of space, you can request additional space according to your needs. This eliminates the need to adapt to a new platform every time you upscale. <h2>Advanced Search</h2> As mentioned earlier, searching for one document among thousands can be problematic and kill productivity. SharePoint and Office 365&rsquo;s search capabilities make it the undisputed champion among management software. Your team can search across a large number of documents from a single search bar, they can also create filters according to their need, and can even perform a multilingual search. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.https://www.infowisesolutions.com/blog/benefits-of-using-sharepoint-and-office-365-as-a-vendor-management-softwareAmir ShingrayTuesday, January 7, 2020https://www.infowisesolutions.com/blog/benefits-of-using-sharepoint-and-office-365-as-a-vendor-management-softwareUltimate Forms rolling out to modern experience views in SharePoint 2019Hi there! At this point many of our customers have upgraded or built new SharePoint 2019 farms and some of them even want to use the new modern experience UI. Well at this point they had probably noticed that some features do not work as they used to in the classic experience or are working in office 365.. I am talking about our <a title="Ultimate Forms" href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Ultimate Forms</a> custom fields and ribbon customizations, that had to be adjusted to be supported in the new UI. &nbsp; At the bottom of this post I will be updating a table that will include each component support, but for now let's dive a bit and understand how this will work in your brand-new SharePoint 2019 farms. &nbsp; First of all, you should know that those features are implemented by an app package which built upon the new <a title="SPFX" href="https://docs.microsoft.com/en-us/sharepoint/dev/spfx/sharepoint-framework-overview" target="_blank" rel="noopener">SharePoint Framework</a> (just like in SharePoint online). Worry not, our trusted installers will do most of the work for you! More about the installers later, first there are some steps that you will have to do in order to allow apps deployment and activation: <a title="Apps for SharePoint" href="https://docs.microsoft.com/en-us/sharepoint/administration/install-and-manage-apps-for-sharepoint-server" target="_blank" rel="noopener">Install and manage apps for SharePoint Server</a> &nbsp; When all the configuration stuff is over with, all you will have to do is download the latest versions of our installers and.. run them :) Each freshly built installer will perform the following: <ol> <li>Add and deploy our "Infowise Ultimate Forms Extensions" package into each of your app catalogs</li> <li>Go over the sites you had selected during the installation and add the new app to each one of them</li> </ol> Each product installer released after December 19, 2019 will contain the app installation part in it and support for new experience of the relevant product (if applicable). Please mind that for now, the app will have to be added manually in to sites created after the installer ran. Just go into the new site content, click Add &gt; App and look for "Infowise Ultimate Forms Extensions" in the search box. <img src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/omPremSpfxAddApp.png" alt="Add app" width="441" height="359" /> &nbsp; That is awesome!!! But what will you get from all of this?? First of all, we get all the ribbon buttons that got lost in the new UI: Print, Alert, Actions and Design. <p style="text-align: center;"><img src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/onPremSpfxRibbon.png" alt="Ribbon" width="700" height="212" /> <p style="text-align: center;">&nbsp; <p style="text-align: left;">And of course we will be able to see values in our favorite Infowise custom fields, like: Master-detail lookup, Associated items, Color Choice, Indicators and the rest.. <p style="text-align: left;">&nbsp; <p style="text-align: left;">Without further ado, the following list will show you which components are already released and supported in the new modern UI: <table style="border-collapse: collapse; width: 64.7899%; height: 306px;" border="1"> <tbody> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;">Ultimate Forms Design button</td> <td style="width: 14.0956%; height: 17px; text-align: center;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;">Smart Action Pro ribbon</td> <td style="width: 14.0956%; height: 17px; text-align: center;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;">Smart Alert Pro ribbon</td> <td style="width: 14.0956%; height: 17px; text-align: center;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;">Smart Print Pro ribbon</td> <td style="width: 14.0956%; height: 17px; text-align: center;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;">Electronic Signature Field</td> <td style="width: 14.0956%; height: 17px; text-align: center;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;"> <div>Color field and Indicators</div> </td> <td style="width: 14.0956%; height: 17px; text-align: center;">soon</td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;"> <div>Connected lookup Field</div> </td> <td style="width: 14.0956%; height: 17px; text-align: center;">soon</td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;"> <div>Associated Items Field</div> </td> <td style="width: 14.0956%; height: 17px; text-align: center;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;"> <div>Document Link Field</div> </td> <td style="width: 14.0956%; text-align: center; height: 17px;">soon</td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;"> <div>LOB Item Link Field</div> </td> <td style="width: 14.0956%; text-align: center; height: 17px;">soon</td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;">User Property Field</td> <td style="width: 14.0956%; text-align: center; height: 17px;">soon</td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;">Voting Field</td> <td style="width: 14.0956%; text-align: center; height: 17px;">soon</td> </tr> </tbody> </table> &nbsp; Enjoy the new UI and thank you for reading!https://www.infowisesolutions.com/blog/ultimate-forms-rolling-out-to-modern-experience-views-in-sharepoint-2019Genady VaismanSunday, January 5, 2020https://www.infowisesolutions.com/blog/ultimate-forms-rolling-out-to-modern-experience-views-in-sharepoint-2019Employee Management Solutions by Infowise and PartnersSharePoint has become one of the fastest-growing workplace automation solutions; according to Microsoft market research, over 75% of Fortune 500 companies are using SharePoint to manage their business processes efficiently. Custom site templates and portals allow users to enhance the capabilities of their SharePoint platform, and today we&rsquo;re going to take a look at some of those solutions. <h2>ULTIMATE forms by Infowise</h2> <a href="https://www.infowisesolutions.com/ultimate_forms">Infowise&rsquo;s ULTIMATEforms</a> is a ready-to-use solution that users can integrate into their existing SharePoint/Office 365 platform and increase the functionality of their management solution. Custom templates are available for various departments of a company, including HR/Finance, Operations, Sales/Marketing, IT/Engineering. Today we're going to focus on the <a title="Infowise SharePoint Templates" href="https://www.infowisesolutions.com/solutions">HR templates</a> that are created by Infowise team and some others that are a must-have for the HR department created by our <a title="Infowise Partners" href="https://www.infowisesolutions.com/partners">partners</a> such as SimpleSharePoint&rsquo;s HR performance review and SP Marketplace&rsquo;s Employee Self Service Portal. <h2>HR Leave Request System</h2> Conventional methods of leave management system such as paper forms, emails, excel sheets, etc. aren&rsquo;t as efficient and user-friendly as an automated leave request system. Data can be lost, and it can be hard for the HR department to manage the leave processes in a manual leave request system. One of the main reasons companies choose to use an <a href="https://www.infowisesolutions.com/blog/hr-leave-request-system-using-ultimate-forms">HR leave request system</a> is that it provides accessibility for the employees to request leave, and the HR department can easily track the process. Furthermore, on a cloud-based solution, the data is secured, so the employees and the HR department can have peace of mind that their data will not be lost. The out of the box HR leave request system by Infowise isn&rsquo;t as restrictive as other options available on the market, and it is flexible enough to provide companies with a solution that they can customize according to their unique needs. With Infowise&rsquo;s leave request system, the HR department can track the approval rate of leave of each department, have KPI indicators to monitor employee attendance, filter the leave tracking calendar for each department. <em>Here&rsquo;s a demo of Infowise&rsquo;s Leave Request System for SharePoint</em> <iframe src="//www.youtube.com/embed/5DfW8yT-4NA" width="560" height="314" allowfullscreen="allowfullscreen"></iframe> <h2>HR Recruitment Process</h2> Manual recruiting of the employees can become problematic for the HR department, especially if they are hiring at scale. Sorting potential candidates from hundreds of resumes can take up a lot of time for the HR department, and they might not be able to find the perfect candidate for the job. The HR department would also have to coordinate with the candidates via email or phone. All these processes can be efficiently handled via <a href="https://www.infowisesolutions.com/solutions/hr-recruitment-process">Infowise&rsquo;s HR recruitment process site template</a> for SharePoint. Users can forward the candidate's resume via email or add it to the recruitment list on the site, and the multi-layered recruitment process will start automatically. The five-layered process includes <ul> <li><strong>HR Recruiter:</strong> The beginning of the process, filling out the information, etc., when this process is completed, the system sends an automated email to the relevant department.</li> <li><strong>Technical Interview:</strong> The second steps start with the automated email; the department head will see the candidate's details such as name, experience, education, etc. They can also see the details from the previous stages in read-only mode. Then they assign the role to the candidate. With the Infowise HR site template, they can select multiple roles for the candidate and can add new roles if they don&rsquo;t exist.</li> <li><strong>HR Interview:</strong> Like the previous process, this process starts with the received email. The HR manager can view the history of the previous process and can approve the process to continue it. They can also add remarks if they want.</li> <li><strong>Division Approval:</strong> In this process, the department manager can select a job role for the candidate, select an approved salary, and approve the candidate to move the process further.</li> <li><strong>HR Approval: </strong>In the last process, the HR manager can choose the option to notify the candidate, both in the case of approval and rejection, select a hire date, select a job offer expiration date and give the final approval.</li> </ul> Color coding allows users to track the stage of the process quickly. When these five processes are completed, if the candidate is approved, they will receive an automatically generated job offer with details including, job role, department, salary, benefits, etc. <iframe src="//www.youtube.com/embed/qxyUyLMf-n0" width="560" height="314" allowfullscreen="allowfullscreen"></iframe> <em>Tutorial of the Infowise HR recruitment process site template for SharePoint</em> <h2>Employee Training</h2> Training is key to business development; policies and procedures are always changing, and it&rsquo;s essential to keep up with them so the employees can maintain or increase productivity. Employee training requires the HR department to define training requirements, assign tasks, deploy the training program, and log the results for each employee. Manual employ training is a time-consuming process, and it wastes a lot of time for both the employees and the HR departments. Companies can integrate their SharePoint with <a href="https://www.infowisesolutions.com/solutions/employee-training">Infowise&rsquo;s employee training solution</a>, which allows them to create new courses, classify them according to the department, and set the number of training participants. Course materials can also be uploaded on the solution, users can also link them to the relevant course, and the employees can register to the course with a single click. After the session is finished, employees can submit their feedback so the training process can be improved if necessary. Another good thing about the Infowise employee training template is that it automatically calculates the top graded courses. Users can also view their past courses, the courses they teach, and upcoming courses with details of location, trainer, etc. Users can also access the training calendar, which makes it convenient for them to see and select a suitable course.<br /><br /><iframe src="//www.youtube.com/embed/U0-l7eHT_54" width="560" height="314" allowfullscreen="allowfullscreen"></iframe> <em>Demo of Infowise employee training site template</em> <h2>Help Desk</h2> Manual processing of the service requests can flood your helpdesk, and a large number of applications might even become the reason for your helpdesk to need help. <a href="https://www.infowisesolutions.com/solutions/help-desk">Infowise&rsquo;s user-friendly helpdesk site template</a> allows employees and users to make requests more efficiently, monitor the process, generate and track relevant tasks, and convert requests into a KB article. Requests can also be made via email, end users can edit a subset of the related columns of the ticket creation, and alerts can be set up to notify the support team on ticket creation. After the request is assigned, an automated email is sent to the person responsible for solving the issue. The resolution process can be broken down into a set of tasks and can be tracked individually; these broken down tasks can be assigned to different people and have an individual due date and progress status. <iframe src="//www.youtube.com/embed/pFIiYOkWGMc" width="560" height="314" allowfullscreen="allowfullscreen"></iframe> <em>Tutorial of Infowise help desk site template </em> <h2>Simple SharePoint Staff Performance Review</h2> Manual processing of the performance review can be a dreadful process for both the employees and the managers; the HR department would have to collect the information from each department then compile it. This can waste a lot of time for both parties and end up becoming a bad thing. To avoid this, companies choose automated portals such as <a href="https://www.infowisesolutions.com/solutions/staff-performance-review">Simple SharePoint staff performance review portal</a>; it allows the HR department to streamline the review process by providing convenience to track employee goals and accomplishments in a user-friendly interface, alerts and rating systems can also be set-up and customization of the HR portal allows users to tailor it according to their requirements. Simple SharePoint staff performance review portal also allows the HR department to search through multiple data fields, track and review status changes and audit history, maintain record of past reviews, assign appropriate access level to the departments, provide self-evaluation option for the employees which is submitted automatically, monitor progress and status with dashboards, assign access to edit the solution and request additional performance feedback via automated emails. <iframe src="//www.youtube.com/embed/NUbf9kdqKJ4" width="560" height="314" allowfullscreen="allowfullscreen"></iframe> <em>Demonstration of Simple SharePoint&rsquo;s HR performance review portal</em> <h2>SP Marketplace&rsquo;s Employee Self-Service Portal</h2> When a company grows, the individual departments in the company grow as well and form processes of their own to provide services to the employees. Because each department is different from the other, they may develop procedures that are poles apart from each other and can cause problems for the employees. <iframe src="//www.youtube.com/embed/XKrDTjV9ntk" width="560" height="314" allowfullscreen="allowfullscreen"></iframe><br /><em>Guide of SP Marketplace Employee Self Service for Office 365 and SharePoint </em> <a href="https://www.infowisesolutions.com/solutions/sp-employee-self-service-portal">SP Marketplace Employee Self-Service Portal (ESS)</a> allows the companies to provide a central point for the employees to access cross-functional resources, help and processes consistently. SP ESS is an Intranet that targets operational needs and offers employees with consistent access to documents. Employees can receive assistance through a centralized help desk, access business processes that are frequently used, such as submitting time off, travel requests, and filling out expense reports. Employees can also access policies and procedures libraries across all departments. Managers can also benefit from the SP ESS; they can approve requests from a central portal. &nbsp; <em>&nbsp;</em>https://www.infowisesolutions.com/blog/employee-management-solutions-by-infowise-and-partnersAmir ShingrayFriday, January 3, 2020https://www.infowisesolutions.com/blog/employee-management-solutions-by-infowise-and-partnersExtending SharePoint Patient Appointment App to the next level<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Hi Readers, I am back with my new blog, where I will be extending the Patient Appointment App I built in my previous blog.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I have been writing blogs about Infowise platform for a few months and primarily targeting the healthcare industry. I am writing from my experience in business process automation in the health care industry using SharePoint.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As you might have experienced, industries focus is shifting towards no-code or minimal code solutions due to various challenges associated with code developments such as code maintenance, specialized skills needed, and chances of defects in the solution. I found Microsoft SharePoint to be a robust platform, especially when combined with Workflows, InfoPath Forms, Powerapps, and Power Automates. The advent of third-party tools like Nintex, K2, and Infowise accelerated further the building no-code solutions on SharePoint.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I have worked on many business process automation processes in my 12 years journey with Microsoft SharePoint, and I can rely on a few of them, one of them is Infowise Ultimate forms. This product is easy to learn, even a person without a development background can start delivering in a concise time.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I have worked with other third party products or tools like Nintex and K2. Still, in comparison to them, I recommend Infowise considering its learning path, competitive licensing fee, features it provides, and its technical support. I have already written about the implementation of Infowise Ultimate forms in my previous blogs; you can visit my past blogs along with others in Infowise blogs under the resource section; this direct </span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/blog" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">link</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;will take you there.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Patient Appointment app</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I have shown you the Patient Appointment App built on SharePoint using Infowise in my previous blog.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Please visit it under the blog section of Infowise for detailed steps.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Patient appointment app has the following metadata :<br /><br /></span> <table style="height: 180px; width: 100%; border-color: #666262; float: left;" border="1pb" cellspacing="2px" cellpadding="2px"> <tbody> <tr style="height: 32px;"> <td style="width: 5.35117%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>S No</h6> </td> <td style="width: 23.4114%; height: 10px; background-color: #f5f0f0; vertical-align: middle; text-align: center;"> <h6>Column\ Field name</h6> </td> <td style="width: 12.8205%; height: 10px; background-color: #f5f0f0; vertical-align: middle; text-align: center;"> <h6>Type of column</h6> </td> <td style="width: 57.1906%; height: 10px; background-color: #f5f0f0; vertical-align: middle; text-align: center;"> <h6>Remarks</h6> </td> </tr> <tr style="height: 46px;"> <td style="width: 5.35117%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">1</h6> </td> <td style="width: 23.4114%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reserved for</h6> </td> <td style="width: 12.8205%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Single line of text</h6> </td> <td style="width: 57.1906%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Capturing patient&rsquo;s name</h6> </td> </tr> <tr style="height: 46px;"> <td style="width: 5.35117%; height: 18px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">2</h6> </td> <td style="width: 23.4114%; height: 18px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reserved by</h6> </td> <td style="width: 12.8205%; height: 18px; background-color: #f5f0f0; vertical-align: middle;"> <h6>People type</h6> </td> <td style="width: 57.1906%; height: 18px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Who captured this request</h6> </td> </tr> <tr style="height: 64px;"> <td style="width: 5.35117%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">3</h6> </td> <td style="width: 23.4114%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reservation for</h6> </td> <td style="width: 12.8205%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Choice type</h6> </td> <td style="width: 57.1906%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To capture booking choice from available medical practitioners</h6> </td> </tr> <tr style="height: 64px;"> <td style="width: 5.35117%; height: 30px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">4</h6> </td> <td style="width: 23.4114%; height: 30px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reservation Slot Start Time</h6> </td> <td style="width: 12.8205%; height: 30px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Date time</h6> </td> <td style="width: 57.1906%; height: 30px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To capture Start time of reservation.</h6> </td> </tr> <tr style="height: 46px;"> <td style="width: 5.35117%; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">5</h6> </td> <td style="width: 23.4114%; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reservation End Time</h6> </td> <td style="width: 12.8205%; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Date time</h6> </td> <td style="width: 57.1906%; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To capture End time of reservation.</h6> </td> </tr> <tr style="height: 46px;"> <td style="width: 5.35117%; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">6</h6> </td> <td style="width: 23.4114%; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Purpose of visit</h6> </td> <td style="width: 12.8205%; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Multi line text</h6> </td> <td style="width: 57.1906%; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To capture purpose of visit.</h6> </td> </tr> <tr style="height: 14px;"> <td style="width: 5.35117%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center; font-weight: 100;">7</h6> </td> <td style="width: 23.4114%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Remarks</h6> </td> <td style="width: 12.8205%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Multi line text</h6> </td> <td style="width: 57.1906%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To enter any remark about booking</h6> </td> </tr> </tbody> </table> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">And following features&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Double booking check features</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;&ndash; To avoid double booking on the same slot.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Email alert notifications</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">- To inform the doctors and patients about booking confirmation.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Calendar view of reservations</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;- To easily see the availability of slots.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Search functionality</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;&ndash; to search the records for easy retrieval of booking information.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Taking the Patient Appointment App to the next level</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Patient appointment app built in my last blog was complete in itself, but the customer had requirements to add a few more features such as following-:</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Color-coded calendar view&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">for various categories such as between physician, laboratory booking, etc. to easily differentiate between the types of bookings.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Charts</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;&ndash; To show the numbers of booking categorized by daily, weekly, monthly, and yearly to give them an accurate picture of the number of bookings, the business generated, and other parameters.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Print and Export</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">- As to fulfill the local authorities&rsquo; guidelines, the customer wanted to have the functionality of exporting data of bookings and print them for compliances.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Update Patient appointment app list data through emails &ndash;&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customer still wanted to follow their patient appointment bookings through emails but was in a dilemma because of monitoring such emails and making entries manually. We suggested to them to automate this list item creation and updates through emails where no human intervention is required.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Appointment ID &ndash;&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The customer wanted to have a unique appointment ID for each appointment for later reference as well as for compliance.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Search records-&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customers also wanted to have advance search besides basic search available out of the box; they wanted to search all bookings based on the patient&rsquo;s mobile number, ID, etc.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Using Infowise Ultimate forms, we delivered above the requirements&nbsp; </span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We again went to our beloved friend, i.e., Infowise, for the above requirements, and thanks to easily searchable references to their study materials, we could find that the above requirement can be easily built using Infowise Ultimate forms.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise Ultimate Forms provide various features to cater such requirements easily; we used the following features and steps to build the requirements mentioned above&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Event Calendars &ndash;&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Ultimate Forms provides Event calendar web part under web part sections, using this we can easily build a color-coded view of the list, in our case we categorized bookings with different colors to easily present the type of booking.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Event-Calender.png" alt="SharePoint Patient Appointment" width="700" height="330" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This calendar web part could be added to any SharePoint page by editing the page and add the web part on it.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Charts-&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We used Infowise chart web part to build various reports based on list data; these chart web parts can be added on any page as a Webpart.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Charts.PNG" alt="Building a Patient Appointment App on SharePoint" width="700" height="836" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Print and Export</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">- Infowise provides a Print and Export feature to print the list data in its own format; exported data can be converted to PDF or sent as emails easily.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Print.PNG" alt="Print and export Patient Appointment App" width="700" height="447" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Update Patient appointment app list data through emails &ndash;&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We suggested to use Infowise feature, which helps to create and to update list items based on email contents. This feature is called Import; it automatically creates items in the list based on emails.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/import.PNG" alt="Building Patient Appointment App on SharePoint" width="700" height="484" /><br /><br /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Appointment ID &ndash;&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The customer wanted to have a unique appointment ID for each appointment for later reference as well as for compliance. We used an Infowise feature called Item IDs, where a unique appoint ID is configured.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Search records-&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customer wanted to provide search functionality with the appointment ID, mobile number of patient or patient&rsquo;s ID, Physician name, etc. We used List search web part for achieving this functionality; it was easy to configure and use. Once configured, it was added as a web part on the desired page.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/AppointmentId.PNG" alt="Patient Appointment on SharePoint" width="700" height="531" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Again with the help of Infowise Ultimate Forms, we could deliver to customer satisfaction along with the quality delivery. The customer was happy with the quick turnaround of the solution and helped us to win more contracts from it.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Thank you for reading my blogs, please share your views by writing comments below, it will motivate me to deliver more.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Keep reading and happy holidays, let us meet next year with some fresh ideas.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;https://www.infowisesolutions.com/blog/extending-sharepoint-patient-appointment-app-to-the-next-levelAbhishek DubeySaturday, December 28, 2019https://www.infowisesolutions.com/blog/extending-sharepoint-patient-appointment-app-to-the-next-levelThe case for Human Resources Processes on SharePoint &ldquo;Excellent tool that accelerates the process of developing SharePoint solutions with no need for coding. Very simple to use, great training material and technical documentation, and a support service that works when you need it. You really start building your solutions since the first day.&rdquo; &ndash; <a href="https://www.infowisesolutions.com/ultimate_forms">Infowise Ultimate Forms</a> Review by <a href="https://appsource.microsoft.com/en-us/product/office/WA104380515?tab=Reviews">Paulo Sergio Farias, Cloud Project Director</a> SharePoint is a great tool; it allows businesses to bring efficiency to their business processes through automation and increased collaboration. SharePoint portals are designed to fulfill the needs of a specific department; an HR portal is intended to assist the HR department in managing their processes with increased efficiency, from recruitment to offboarding. HR portals can handle it all, and today, that&rsquo;s what we&rsquo;re going to review. <h2>Recruitment</h2> Recruiting new employees is one of the main tasks that the HR team has to focus on, and hiring on-scale can become a problem for the HR staff, primarily because of manual and poor management. The HR team can be swamped with thousands of applications and might miss the perfect candidate because of this, communicating with the candidates can also become a challenge for your HR team. SharePoint and its HR portals allow the HR team to manage the recruitment process more efficiently and find the best candidates for your company. HR portals enable the HR department to create an application database that facilitates finding the perfect candidate for the job. HR portals also automate the communication between the candidate and the departments; it sends an automated email to the candidates to let them know about the interview, a job offer if they are selected, or a rejection letter. HR portal automatically communicates to the internal department and allows them to choose a job role for the candidate, approve the candidate, and approve a salary for the candidate. The HR department and other internal departments can also view the history and details of the recruitment process. <h2>Employee Onboarding</h2> Employee Onboarding is a long process; it helps make the employee feel comfortable in a new environment and bring them up to speed with the workplace culture, their duties, etc. When managed poorly, onboarding can become a hectic process and may affect the productivity of the new employee; they might have to wait a couple of days to get system access and can&rsquo;t start working because of that. To avoid similar situations, companies choose to use SharePoint integrated with HR portals, which allows them to monitor the onboarding process more efficiently. The HR department can create a knowledge base as well with all the essential information for the new employees, including job responsibilities, employee handbook, employee benefits, training materials, etc. Task completion can also be monitored under checklists. For example, IT set up a new workstation and created a work email address for the new employee. <h2>Employee Training</h2> Employee training is vital to develop your business; it allows the employees to gain new knowledge relevant to their current job role or for future growth. Manually training the employee can take up a lot of time for all the involved parties, and it might become hard for the management to track the training process of the employees. HR portals for SharePoint allow the HR team to create a central training site where employees can view and enroll in a training program. They can also see the programs they are involved in and the training they previously took part in. The managers of departments can crate training programs, which the employees can join with a single click. A shared training calendar makes it easier for everyone to view the ongoing and upcoming training programs; they can also filter the calendar to find relevant training programs. <h2>Employee Evaluation</h2> Employee evaluation and performance reviews depend heavily on the HR department to coordinate with the internal departments and collect the relevant information from each department, create tests, and take interviews, etc. This can become problematic because of conflicting work schedules or frequency of work. With HR portals for SharePoint and Office 365, the HR department can manage the evaluation and performance reviews efficiently. They can create a self-evaluation employee portal where the employee can easily evaluate themselves; this saves a lot of time that can be used to focus on work. The HR department can track employee accomplishments and goals. The HR team can also view the history of past reviews and monitor progress through interactive dashboards and assign author rights to the department managers. <h2>Employee Management</h2> Employee management can become tricky if the number of the HR department is disproportionate to the strength of the employees. Tracking employee information and requests can also pose a significant challenge, especially in a large organization. Manual document management can also become hectic for the department as there is no practical way of preventing unauthorized access and search through the employee documents. Document Management becomes more convenient with HR portals for SharePoint as they enable the HR department to search through the documents through a centralized search; they also safeguard the documents through encryption. Alerts can be set up in HR portals so the HR team can know when someone tries to access the documents. The HR team can also manage the preferences for document downloading. Request handling becomes more comfortable as well; the employees can request vacation and raise directly. The HR team can approve and track employees&rsquo; vacation, track bonuses, and benefits, review training progress, track changes, and view the history of employee documents, job roles, or employment contracts. <h2>Conclusion</h2> Integrating HR portals into your SharePoint can be highly beneficial for your business. They can empower your HR team to carry out their day-to-day process more efficiently and increase their overall productivity while saving time for both the HR department and the employees of your company.https://www.infowisesolutions.com/blog/the-case-for-human-resources-processes-on-sharepoint-Amir ShingrayFriday, December 27, 2019https://www.infowisesolutions.com/blog/the-case-for-human-resources-processes-on-sharepoint-6 Reasons that SharePoint is the Best HR Software<p style="text-align: center;"><em>&ldquo;Safe, Secure, and one of the best Microsoft Products ever!&rdquo;</em> <p style="text-align: center;"><em>&ndash; Reviewed by Muneeba F., Head of Operations</em> <p style="text-align: center;"><strong><em>---------------------</em></strong> If you&rsquo;re a subscriber of Office 365, then you&rsquo;d be familiar with Microsoft SharePoint. If you&rsquo;re familiar with it and using it for your business processes, then that is great; if not, then you should start using it. <em><strong>Why?</strong></em> <em><strong>Because it is, without a doubt, one of the best collaboration tools available in the market.</strong></em> <iframe src="//www.youtube.com/embed/ejxa-Ks8i0Q" width="560" height="314" allowfullscreen="allowfullscreen"></iframe> <em>If you are already using SharePoint, then here&rsquo;s a video guide for you where you can learn 10 easy improvements for your SharePoint Forms.</em> Microsoft SharePoint is a cloud-based solution that can help you create a digital workplace where all your data is easily accessible to you from any of your devices. The HR department most commonly uses SharePoint because of its capabilities for document management and employee engagement. SharePoint allows the HR department to bring automation to their business processes and create team sites according to their needs. If you&rsquo;re still on edge about using SharePoint as a human resources management solution, then well make that decision more comfortable for you as we're going to provide you with six reasons why SharePoint is the best HR software. <h2>Best Collaboration Tool</h2> Collaboration and communication are vital factors for a business&rsquo;s growth. When companies expand, the partnership becomes more critical, and to do that, companies need an efficient collaboration tool instead of a simple shared server. Microsoft SharePoint has been around for almost two decades now, and over the years, they have perfected the management solution to a degree where no other software comes close to it. Collaboration is an essential aspect of the HR departments&rsquo; duties; they have to announce policy changes, conduct training tests, evaluate employee performance, etc. Microsoft SharePoint allows the HR team to create team sites/collaboration sites, lists, library, create a document workspace, document versioning, etc. through which they can bring efficiency to the business processes mentioned earlier. The HR team can customize the visibility of these team sites, they can share it with everyone, or they can share it with a particular department or group of employees. When the HR department creates and assigns a task to an employee, SharePoint automatically sends an email to them. The HR department can also create a shared calendar, an issue tracker, dashboards, automated workflows. SharePoint allows the HR team to manage the on-boarding/off-boarding process more effectively; they can assign tasks to the involved departments. When they assign the tasks, the platform automatically sends an email to all the concerned departments, to which those departments can provide confirmation for, this makes it easier for the HR to keep up with all the necessary processes. <h2>Document Management</h2> Handling employee documents is another vital part of HR&rsquo;s job description, whether its managing resumes, contracts, appraisal, statuary, onboarding procedure documents, etc. Managing and searching through vast amounts of paperwork can become a problem for the HR department and will cause inefficiency. The cloud-based HRMS SharePoint is unmatched in its document management capabilities; unlimited storage is provided to the users so they can store all the documents they get. The HR team can create custom fields to search the document through meta-data that&rsquo;s built-in with word files; this makes it easier to search for a single document among hundreds. The HR team can customize the metadata fields according to the type (healthcare, general, employee benefits, etc.), editor (name of the employee), etc. SharePoint also provides document versioning, which means that multiple versions of a single file are stacked on top of each other, you&rsquo;d see the most recent one on the top, and when you click on the file, you can access the previous versions as well. The HR team can also manage the access of these files and versions of data they can provide read-only access or read-write access to the employee. For example, they can assign read-write access to HR members for the employee handbook and assign read-only access to the employees. <h2>Compatibility with Office 365</h2> A great HRMS doesn't only work efficiently on its own, but it can integrate with other software that the company uses. Microsoft SharePoint is easy to integrate with other applications of Office 365, which allows SharePoint to add the information to Outlook, Word, and other Office 365 apps automatically.&nbsp; <h2>Customization</h2> As mentioned earlier, in SharePoint, the HR team can customize the settings for the shared documents according to the employees&rsquo; needs. This allows them to deliver relevant content to the employees according to their roles. Furthermore, HR can customize the features of SharePoint for employees according to their job descriptions. For instance, they can allow the managers to access employee evaluation of their department and restrict access for the employees, or the HR can enable managers to evaluate the employees on their own. <h2>Privacy and Security</h2> HR handles a lot of sensitive and personal information of the employees; keeping that information is the HR&rsquo;s responsibility. The cloud-based SharePoint platform is highly secured, so the HR team can store their files without having to worry about unauthorized access to the information. SharePoint and its HR portals allow you to set-up alerts for both authorized and unauthorized access to the data. The HR department can also set the privacy of the documents according to their company policy; they can create a group and allow them to be able to view the files or assign visibility according to the employee's position. <h2>Ease of Access</h2> Another feature of SharePoint that makes it stand out is its easy access; The HR team and the employees can access their files freely on any device. They don&rsquo;t require a fully-loaded PC; they can access the data from their mobile phones, tablets, laptops, etc. This feature allows employees and management to work from any location they want. Real-time access allows the employees to get access to their files as soon as they get uploaded on the platform; this feature is invaluable, especially when you are in a hurry.https://www.infowisesolutions.com/blog/6-reasons-that-sharepoint-is-the-best-hr-softwareAmir ShingrayMonday, December 23, 2019https://www.infowisesolutions.com/blog/6-reasons-that-sharepoint-is-the-best-hr-softwareCreate Cost-Effective HR Processes Using Office 365<p style="text-align: center;"><em>&ldquo;Easy to use and good options for students, staff, faculty.&rdquo;</em> <p style="text-align: center;"><a href="https://www.capterra.com/p/58688/Office-365/#reviews">&nbsp;&ndash; Reviewed by Carissa J., Director Enrollment</a><br />---------------------------------------- Cost-effective and efficient automation of processes has become a necessity for businesses so that they can remain competitive in the market. Office 365 is such a tool that helps companies to automate their processes with minimum cost. The user-friendly interface of office 365 requires minimum training and is one of the most-rich functionality tools available in the market. For the HR department, Office 365 has helped them perform various tasks efficiently while minimizing the room for errors and delay commonly found in manual processes. Let&rsquo;s take a look at the HR department processes, to which Office 365 provides cost-effective and smart solutions. <h2>Employee On-Boarding</h2> Onboarding employees using traditional methods is a complicated process that takes up a lot of time for both the HR department and the new hires. Office 365 has made the process of employee onboarding so simple that the HR team and the involved departments can manage the process from their seats. The HR department can view the progress of the employee onboarding process on their screens, and because the information is on the cloud, it syncs automatically across all Office 365 apps. Onboarding tasks can be created and assigned to the relevant departments by using Teams. Sway can be used to publish the schedule on a website online. <a title="Infowise Hr Solutions" href="https://www.infowisesolutions.com/solutions/hr-recruitment-process">Try our own Office 365 based Employee Onboarding.</a> <h2>Employee Training</h2> Training employees can be a costly procedure, especially if they are located overseas. With Skype for business, employee training has become so simple and cost-effective that more and more companies are opting out for it. The HR department can make the most of Skype for business by using it other Office 365 apps. They can schedule the training session with the relevant department, notify the employee, see the progress of the training session, test the knowledge gained by the employee from the training session by creating quizzes and view and share stats. All these processes are automated, so the HR manager has to create the task only, Office 365 will generate and send emails on its own. Auto-sync will synchronize the data across all apps and provide real-time solutions, i.e., stats, progress reports, etc.<br /><br /><a title="Infowise employee training " href="https://www.infowisesolutions.com/solutions/employee-training">Try our Office 365 based Employee Training solution</a> <h2>Employee Evaluation</h2> Employee evaluation is a critical aspect of the HR department&rsquo;s job; they have to evaluate employees for promotion, raise, etc. Manual assessment can take up a lot of time and sabotage productivity; the HR team would have to gather data in black and white from different departments, compile and file them, scan them so they can be emailed to the employee. Office 365 provides a convenient solution to this; the HR team can retrieve data from the Teams shared file folder and use Power BI to create infographics and get a clear picture of the employees' performance within seconds. Yammer can be used to post and announce out-standing performers and to celebrate the accomplishments of the employee. <h2>Employee Separation</h2> In the modern world, employee separation isn&rsquo;t as simple as it used to be in the old days. The HR team has to perform several duties such as keeping track of the date, exit interviews, clearance, notify the departments, a farewell party if the employee is retiring, etc. The HR department can perform all these processes efficiently by using Office 365; they can set up notifications, generate and send emails automatically, conduct the interview using Forms, or Skype for business. The HR department can announce the departure of an employee who has been long-associated with the company using Yammer. <h2>Leave Management and Attendance</h2> Leave management systems of office 365 are incredibly convenient. The HR department can define leave according to the requirements such as sick leave, maternity leave, etc., let the relevant department know about the leave and get it approved from the department, and keep track of all the employees that are on leave. This makes it easier for the department to manage the personnel; they can mobilize employees to accomplish the work more effectively using Teams. Various HR portal such as Time-off manager (the basic version of time-off manager pro), automates the process of leave management. It allows the HR department to track leave requests and automatically calculate the remaining leave. Furthermore, the HR department can use the built-in time-tracking capabilities of Office 365 or integrate HR portals to increase the attendance keeping capabilities of Office 365. The Outlook Journal function can track employees' progress when enabled; it automatically generates logs of the work done on various Office 365 apps, including Word, Excel, PowerPoint. Some HR portals are so advanced that the employee doesn&rsquo;t have to do anything to mark their attendance. If they have the portal or app on their phone, the system will automatically detect the employee through their phone as soon as they enter the workplace.<br /><br /><a title="Infowise Leave Request System" href="https://www.infowisesolutions.com/solutions/leave-request-system">Try our Infowise Employee Attendance Management System</a> <h2>Employee Reimbursements</h2> Even though the finance department handles employee reimbursement, the HR department has to be involved as well. Office 365 allows employees to apply for refunds, the HR department to request and coordinate with the finance department and monitor the reimbursement process. The department can also gain insights and keep track of unnecessary expenses using analytics apps such as Power BI.<br /><br /><a title="Infowise Employee Reimbursement" href="https://www.infowisesolutions.com/solutions/expense-reimbursement">Try Infowise Employee Reimbursement System</a> <h2>Employee Directory</h2> There are many built-in tools that the HR Department can use to create and manage a detailed employee directory. Delve, Contact Cards, Teams, etc., can all be used to create an employee directory. These directories can be shared or stored in a shared file folder using Teams to increase collaboration between departments. This feature of Office 365 is cost-effective and saves a lot of time, especially if the offices are far from each other. <h2>Conclusion</h2> Office 365 is a revolutionary solution that is a must-have for companies. It is cost-effective and offers several solutions for every department; that is why it has become the top choice for many businesses. Users can integrate portals such as <a href="https://www.infowisesolutions.com/solutions/hr-recruitment-process">HR Portals by Infowise</a> and enhance the functionality of their Office 365 for various processes, including recruiting and onboarding.https://www.infowisesolutions.com/blog/create-cost-effective-hr-processes-using-office-365Amir ShingrayTuesday, December 17, 2019https://www.infowisesolutions.com/blog/create-cost-effective-hr-processes-using-office-365Office 365 as an HR Management System<p style="color: #1c1e29; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; text-align: center;"><em style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">"There is no "I" in Team - Teamwork the MS way."</span></em> <p style="color: #1c1e29; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; text-align: center;"><em style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">In the past, having multiple applications on various platforms to communicate effectively to my teams became a tedious challenge due to many variables. With Microsoft Teams, we have realized the benefits of a converged communications platform as we see our client service levels on an all-time high as well as our bottom line showing positive growth due to enhanced productivity and efficiency from our teams. This product is definitely away into the future for converged communications and shared cloud workspace solutions.</span></em> <p style="color: #1c1e29; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; text-align: center;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.capterra.com/p/58688/Office-365/reviews/" target="_blank" rel="noopener"><em style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">KREASAN M. &ndash; Business Development</span></em></a><br />------------------------------------ <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Nowadays, because of the growing competition, businesses need to opt-out for cost-effective solutions to maximize growth and maintain or improve their rank in the market.&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is one of the most cost-effective solutions that work seamlessly to provide various HR services, including recruiting and onboarding, performance management, employee engagement, leave management, employee administration, etc. You can subscribe to&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;for a monthly fee and even add Dynamics 365 in your subscription to further enhance the functionality of&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Here is an overview of some of the useful&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;applications that can aid in HR management.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">MS Teams</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Employee onboarding, recruitment, and leave management are essential activities for the HR department; they require a lot of coordination, parallel operations, and timely execution. There are two sets of people that the HR department has to work with for employee onboarding and recruitment, the new hire themselves, and the internal departments that contribute to the onboarding activities. Emails are used to coordinate with others; too many emails can flood the inbox and mix-up the topics, leading to delayed responses, which can cause inefficiency.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365's</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Microsoft Teams app effectively resolves this issue; it allows the HR department to correspond with others without using emails.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The HR department can create the onboarding and recruitment team in&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;by adding the point of contact from each department as members. Working with MS Teams is simple; post what you want to communicate as a conversation, and all the team members will receive a notification about it. Only the team members can see and respond to the conversation similar to personal chat apps like WhatsApp and Messenger. Compliance and archival allow new Team members to view past discussions and back-up everything on OneDrive. MS team provides a built-in shared files folder where you can upload files, and every team member will be able to see it. The planner tab in the Teams app allows you to create a shared task list inside the Teams app in&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">, and you can also set a deadline and assign the task to the responsible authority. The tasks can be categorized in buckets(departments); everyone can view the progress report of the functions.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Yammer</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Yammer in&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;allows the HR department to communicate with the new hires in real-time regarding onboarding schedules, venues, and logistics. Yammer is a social network that enables you to create a group and add new hires, where you can post the details. New hires will be able to see the posts and like, comment, and share them. New hires can post questions or share learnings with each other.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Sway</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Another useful tool that makes&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;a remarkable solution for onboarding is Sway. It allows you to create professional webpages where you can post the onboarding schedule, without the need of an IT specialist. You just have to add content (pictures, text, and links), and Sway will manage the formatting automatically for you.&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365's</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Sway not only creates the webpage; it also publishes it, and if you are not satisfied with the design, you can change it by using the Remix! Button. You can create a shareable link or a QR code to share your webpage with others.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Skype for Business</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Skype for business is another excellent tool for effective communication; it allows the CEO or the department head to give a welcome address to the new hires even if they aren't in the same location. The Q&amp;A feature on Skype for business allows the new hires to post questions and get answers. The hiring manager can conduct video interviews using Skype for Business.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Forms</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To monitor the quality of onboarding training programs, the HR department requires to get feedback from the new hires. Forms in&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;allows you to add a question and create the forms online. HR management can share the link with the new hires, post it on Yammer, or generate a QR code at the end of the presentation to capture real-time feedback. Participants can fill the form using any browser on their mobile device, and the trainer/HR management will be able to see the data and analytics in real-time. The HR team can also create quizzes to test the knowledge of candidates or to test what experience did the employees gained from the training. HRM can create a poll as well that can help select favourable options regarding different decisions.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Power BI</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Power BI is an analytics service that is based on the cloud, enabling the HR team to visualize and analyze data with higher speed, understanding, and efficiency. The Get &amp; Transform option allows the HR management to import data from multiple systems and turn it into interactive dashboards by using formatting, graphs, charts. MyAnalytics will enable employees to learn about their productivity; only employees can see their data in this feature. Workplace Analytics, on the other hand, is used to evaluate team productivity, it pulls the information from MyAnalytics while keeping the individual's information private.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Conclusion</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">These are just some of the commonly used apps for HR management; there are many other apps in Office 365. When integrated with dynamics 365, Office 365 becomes a high performing HRMS. You can subscribe for a monthly fee of $9.99, and if you want, then you can even upgrade your package by choosing apps that are independent of the selected deployment option. It is a valuable tool that can substantially increase the efficiency of your business processes.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.https://www.infowisesolutions.com/blog/office-365-as-an-hr-management-systemAmir ShingrayMonday, December 16, 2019https://www.infowisesolutions.com/blog/office-365-as-an-hr-management-systemEnhance SharePoint capabilities with HR Portals<p style="color: #1c1e29; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; text-align: center;">&nbsp; <p style="color: #1c1e29; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; text-align: center;"><span style="color: #666699;"><em style="background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt;"><span style="background-position: 0% 0%; background-repeat: repeat; background-attachment: scroll; background-image: none; background-size: auto; background-origin: padding-box; background-clip: border-box; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&ldquo;SharePoint for the WIN!&rdquo;</span></em></span> <p style="color: #1c1e29; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; text-align: center;"><span style="color: #666699;"><em style="background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt;"><span style="background-position: 0% 0%; background-repeat: repeat; background-attachment: scroll; background-image: none; background-size: auto; background-origin: padding-box; background-clip: border-box; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We are primarily using the system for document management. By connecting to a Microsoft Office server, we are able to create and manage all documentation within SharePoint rather than having multiple versions existing on individual PCs. The fact that we can share news and utilize a central corporate calendar are cherries on top.</span></em></span> <p style="color: #1c1e29; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; text-align: center;"><span style="color: #666699;"><em style="background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt;"><span style="background-position: 0% 0%; background-repeat: repeat; background-attachment: scroll; background-image: none; background-size: auto; background-origin: padding-box; background-clip: border-box; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></em></span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.capterra.com/p/1167/SharePoint/reviews/" target="_blank" rel="noopener"><em style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background-position: 0% 0%; background-repeat: repeat; background-attachment: scroll; background-image: none; background-size: auto; background-origin: padding-box; background-clip: border-box; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><span style="color: #666699;">&ndash; SharePoint review by Linda R (Procedure Control Manager)</span></span></em></a><br />-------------------------------- <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint is a revolutionary platform created by Microsoft used to enhance and simplify various operations of the workplace, including management and services. SharePoint is integrated with useful software, such as office 365. It is an intranet and content management platform used for document management and to manage employees.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Sp-Hr.png" alt="SharePoint Human Resources Portals" width="700" height="446" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><em style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><a title="SharePoint Hr Portal" href="https://www.youtube.com/watch?v=DqMWlJOt0Wo&amp;feature=emb_rel_pause">Tutorial of an HR Portal by our partner SP Marketplace, available in classic and modern UI</a></span></em> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint&rsquo;s Limitations</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Even though SharePoint can work as an excellent HR system on its own, there are still some limitations attached to it that requires attention.<br /></span> <h3>Complex Set-Up</h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To configure SharePoint for HR, companies would have to hire specialized professionals. Modifications to the system would also require an expert; this can be an added burden, especially for small businesses.</span> <h3>High Cost</h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The total cost can become high for SharePoint; you&rsquo;d have to buy the license, added fees of configuration experts, and pay for support and modifications to the HR system.</span> <h3>Generic</h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">On its own, SharePoint isn&rsquo;t tailored for a specific company or department needs. It can be used by any company and department of the company. This can be a problem as duties differ in various departments; it would require customization according to the department and the company&rsquo;s needs. To do that would have to hire a professional again, which will add to the cost.</span> <h3>Adaption Issues</h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Hidden features can make user-adaption to SharePoint a bit difficult and time-consuming. Users would need to be trained to use the platform, which can be a problem for many small companies.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">How to Overcome SharePoint Limitations?</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Companies can overcome SharePoint&rsquo;s limitations by integrating various SharePoint portals. Portals are designed according to the needs of specific companies and departments in mind. They can successfully address the short-comings of SharePoint and enhance its functionality.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">If you&rsquo;re looking for an effective HR solution, using an HR portal will provide you with a cost-effective and user-friendly system. Automating business processes by using HR Portals can be beneficial for your company and allow you to maintain the consistency of your digital workplace. Your HR team can track requests and policies, manage employee information and employee onboarding, recruiting, etc.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/" target="_blank" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Infowise</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;provides customized portals that businesses can integrate into their existing Office 365 and SharePoint platforms.&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/solutions/hr-recruitment-process" target="_blank" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">HR portal</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;by Infowise allows your HR team to boost their productivity and improve their business processes.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR portals integrated into your current HR system can offer many advantages for your HR team, such as.<br /></span> <h3>Increased Collaboration</h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR portals integrated into your HRMS increases the collaboration between the HR team and the company&rsquo;s employees. HR staff can deliver updates to the employees about policy changes, and share useful information and documents. HR portals efficiently bridge the gap between the HR department and the employees and save valuable time for both that can be used productively.<br /></span> <h3>Enhanced Filing</h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Repetitive business processes are well-known for reducing the productivity of the employees. Empower your HR staff and make the filing process more manageable with an HR portal that is capable of document management and provides a vast storage option. Your HR staff can quickly locate documents by using the search option and save valuable time that they would&rsquo;ve otherwise lost due to manual processing. <br /></span> <h3>Personalized Experience</h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR manager, HR staff, and the employees need different content according to their needs and job roles. The customization features of HR portals for SharePoint allows you to customize the platform according to the user&rsquo;s needs so you can deliver relevant content. <br /></span> <h3><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Accessibility</span></h3> <span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint, on its own, is accessible from Computers, Smartphones, and Tablets. When you integrate an HR portal on your HR system, you&rsquo;d be able to access the added feature from anywhere. This can be very useful if the employees work outdoor or in case the HR staff has to travel between branches, they can continue their work during the commute (as a passenger).<br /></span> <h3>Ease of Use</h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint HR portal is easy to use, single sign-in to all Microsoft products saves the crucial time of the employees. The search options search for documents across the platform instead of a single site; this tool can save a tremendous amount of time for your HR staff.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint HR Portal Functions</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint HR portals support the HR staff in several HR processes, such as.<br /></span> <h3><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Employee Recruiting and Off/Onboarding</span></h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint HR portals allow the HR team to conveniently recruit candidates and simplify the onboarding and offboarding processes by.</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Building a resume database</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Sending automated Emails</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Reporting interview statistics</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Monitoring task completion</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Reviewing the onboarding process</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Creating a knowledge base</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Setting up workflows<br /></span></li> </ul> <h3><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Manage Employees and Documents&nbsp;</span></h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Document management becomes plainer for the HR team; they can manage employees more conveniently by using HR portals. These platforms transform the digital workplace.</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Monitoring changes in employee documents</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Generating alerts for unauthorized access</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Encrypting employee information</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Managing payroll</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Managing timesheet</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Increasing communication</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Scheduling shifts through calendars</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Approving vacations</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Registering sick leaves</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Enrolling training courses</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Handling requests<br /></span></li> </ul> <h3><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Evaluating and Managing Performance</span></h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR staff can assess and track employee&rsquo;s performance by using SharePoint HR portals. These portals offer the following capabilities.</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Generate reports&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Create Tests</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Performance feedback</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Design Surveys</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Track certification</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Analyze competency<br /></span></li> </ul> <h3><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Engaging Employees</span></h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR portals are capable of promoting corporate culture, Increasing employee engagement, and loyalty through.</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Media galleries of events</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Communities and groups of various interests&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Employee discounts and benefits&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">In-house yellow pages</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Announcements and news</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Leaderboards<br /><br /></span></li> </ul> <h3 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Managing Policies<br /><br /></span></h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Policy management is a critical aspect of the HR teams&rsquo; duties. HR portals make it easier for the staff to track changes in the labor laws and update the employees in case of a policy change. SharePoint portals guide the HR team with the help of.</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Storing and associating policies with relevant regulations</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Policy status dashboards</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Compliance testing and training</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Acknowledgment of policy compliance</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Schedule notifications</span></li> </ul> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.https://www.infowisesolutions.com/blog/enhance-sharepoint-capabilities-with-hr-portalsAmir ShingrayFriday, December 13, 2019https://www.infowisesolutions.com/blog/enhance-sharepoint-capabilities-with-hr-portalsSharePoint is an Excellent Tool for HR Management<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR team plays a crucial role in every business, whether small or large. Sometimes the work-load can be overwhelming, and manual processing can lead to errors. For efficient hr management, many companies now prefer human resource management systems. These hr applications are mostly built on platforms such as </span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://products.office.com/en-us/sharepoint/collaboration" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Microsoft SharePoint</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;can dramatically improve the HR processes and increase productivity, fast-track growth, and enhance the performance of your company.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">What is SharePoint</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft SharePoint is an automated platform that allows companies to manage multiple aspects of their processes. It offers a plethora of functionality to businesses as a collaboration site, automated workflow engine, data storage tool, video conferencing software, and many others. Companies can customize their SharePoint platform according to their needs. They may choose from an extensive software library which includes, Word, Excel, PowerPoint, Outlook, Publisher, Access, Exchange, OneDrive, Skype, Microsoft Teams, Yammer, and Delve. Microsoft&rsquo;s Partner Companies, such as&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Infowise</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">, provides&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/productlist" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">automated portals</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;that companies can integrate into their SharePoint and take their platform&rsquo;s capabilities to the next level. Three versions of Microsoft SharePoint are available in the market.</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint On-Premise:</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Managed internally by your IT team.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint Online:</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Managed by Microsoft.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint Hybrid:</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Mixture of on-premise and online SharePoint.<br /></span></li> </ul> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint for HR Management</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint is a versatile platform that any department can use and customize according to their particular needs. SharePoint human resources management system is used to simplify employee onboarding process, securely store personal information, update employees about policy changes, manage leave and attendance, conveniently manage the recruitment process, etc.<br />Companies can integrate Infowise custom build&nbsp;<a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/solutions/hr-recruitment-process" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">HR portals</span></a>&nbsp;to enhance their SharePoint functionality. These HR portals can help the HR team in many areas, such as.<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Employee Onboarding and Recruiting<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint HR portals allow the HR team to conveniently power through a vast number of employee applications. Instead of reviewing hundreds of resumes in black and white, the HR manager can find the desired resume by performing a search in the database. HR management can keep track of completed tasks by reviewing the centrally integrated checklists. For example, multiple HR officers had to interview various IT specialists and select one; they can view if the job got completed by checking the checklist. Real-time dashboards allow the HR team and new hires to monitor onboarding progress.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint human resources management system can be used to generate reports and gather interview statistics of the candidates. It can also create automated emails for interview invitations, notify candidates about rejection, welcome, and farewell emails, and create reminders and notifications.<br />SharePoint users can create an extensive knowledge base and include all necessary information for the new hires such as company mission and guide, employee handbook, work responsibilities, benefits, and e-forms, etc.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Employee Management and Evaluation<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR staff can manage employee-related operations and contents by using SharePoint HR portals. Document management becomes easy for the HR team, as they can track changes and view the history of the employee documents, contract, or updated job description. Data encryption allows companies to protect employees&rsquo; sensitive information, control access, dictate document downloading, etc. SharePoint can also generate alerts about unauthorized access to employees&rsquo; information.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR management can conveniently communicate with the employees through their profiles. They can also track and approve salary changes, monitor the attendance and working hours, keep track of leaves and absents, schedule shifts, enrolment for courses, etc.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR portals also allow the HR team to evaluate employee performance conveniently; they can report on task completion, review performance, and training results. They can also conduct a test to assess employees&rsquo; knowledge and skills after training and provide their feedback to the employees. Conduct surveys and analysis to measure employee satisfaction and self-assessment questionnaires.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR management can handle employees&rsquo; requests using HR portals. They can approve and track vacation applications, track bonuses, and benefits, change in employment status, the progress of training and development, etc.<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Keep Track of Policies and Procedures<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR staff has to make sure that the company policy complies with the state, local, and federal labor laws. They also have to make sure that the employees are meeting the company policy. HR management can associate regulations with centrally stored policies and procedures. The status of the policy, active and expired certifications, etc. can be monitored through the dashboard. Employees can easily acknowledge compliance with training, policy, or regulations.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The HR team can schedule notifications to review and update policies or certifications that are about to expire. Audio, Video, and Graphics training materials integrated into the SharePoint HR portal allow HR management to conduct knowledge tests and arrange policy compliance training.<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Conclusion</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Automated and smart solutions have become a must-have in today&rsquo;s competitive business environment. SharePoint and its HR portals can drastically improve the operations of your HR team and empower them to bring the best to your business.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span>https://www.infowisesolutions.com/blog/sharepoint-is-an-excellent-tool-for-hr-managementAmir ShingrayThursday, December 12, 2019https://www.infowisesolutions.com/blog/sharepoint-is-an-excellent-tool-for-hr-managementCSS in Ultimate Forms for Ultimate ControlThere&rsquo;s no question that Ultimate Forms&rsquo; modern form designer provides a tremendous ability to configure forms right out of the box. And the addition of the &ldquo;custom styles&rdquo; controls adds a lot more fine-tuning capabilities than previous versions of the tool. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-12-05_15-13-50.png" alt="" width="700" height="338" /> However, there are some things where the ONLY way you can change appearance or behavior is by actually changing the CSS itself. For instance, if you use tabs or accordion sections, you cannot modify their color, font, etc. using the standard toolset. There are actually a few advantages to using CSS for styling: <ul> <li>Not all CSS attributes are available for modification using the custom styles settings</li> <li>Changes to CSS elements are carried over to all tabs or sections, instead of being container specific as with custom styles settings</li> <li>If you want to inactivate a modification, you can do so in CSS without deleting the code &ndash; just mark it as &ldquo;memo&rdquo; until you need it again, instead of deleting a style and having to recreate it</li> </ul> The trickiest part of modifying CSS, to me at any rate, is identifying exactly which element to modify. I&rsquo;ve gotten a lot quicker at it with practice, though &ndash; so, my belief is that in time it will be much simpler and quicker than it is for me currently. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-12-05_15-14-49.png" alt="" width="700" height="337" /> But, once you&rsquo;ve got the right element, you can experiment with changes in the developer Styles panel; once you find the combination you want, you can copy the code from there and paste it into the form designer&rsquo;s CSS window. One thing to note &ndash; at this time, the UF CSS window will strip line breaks and indents from your code, so it will not have the standard CSS formatting conventions. Everything still works, it just looks a little different. And that&rsquo;s a small price to pay for the flexibility and control you get in return! Take a look at a &ldquo;before and after&rdquo; comparison of a form I&rsquo;ve been working with: <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-12-05_15-16-39.png" alt="" width="700" height="298" /><br /><img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-12-05_15-18-53.png" alt="" width="700" height="336" /> You have to admit, that&rsquo;s pretty impressive. There&rsquo;s a <strong><a href="https://youtu.be/cBtOjfKAveQ">video online</a></strong> that provides an illustration of working with this feature that you may want to check out. And for those who are interested, here&rsquo;s the exact code I used in my example above (in the truncated formatting, but including the rounded corners on the tabs): <p style="padding-left: 40px;">.impactTabs .nav-tabs&gt;li.active&gt;a, .impactTabs .nav-tabs&gt;li.active&gt;a:focus, .impactTabs .nav-tabs&gt;li.active&gt;a:hover { background-color: #e4c189 !important;color: #fff !important; } <p style="padding-left: 40px;">.impactTabs .nav-tabs&gt;li&gt;a { color: grey;&nbsp; border-radius: 20px 20px 0px 0px;border-right-width: 1px !important;border-right-color: darkgrey !important; } <p style="padding-left: 40px;">.impactTabs .nav-tabs { border-right-width: 1px !important;border-bottom-width: 0px;margin-bottom: 0px; } <p style="padding-left: 40px;">.tab-content .cont { background-color: #e4c189 !important;padding: 10px 5px 0px;margin-top: 0px;} In the right hands, this is tremendously powerful &ndash; it gives you complete control over the look and feel of your forms, letting you create a UI that is able to adhere to the most stringent design specs, and that makes the users&rsquo; job easier, too.https://www.infowisesolutions.com/blog/css-in-ultimate-forms-for-ultimate-controlPhil GoldThursday, December 5, 2019https://www.infowisesolutions.com/blog/css-in-ultimate-forms-for-ultimate-controlPatient Appointment app built on Infowise Ultimate Forms<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Hi Readers, in this blog, I am going to share another example from healthcare industries, where we did magic using SharePoint and Infowise Ultimate forms. As I have spent a good amount of my experience in healthcare industries, I have commonly seen requests from businesses for automating their appointment booking process. I decided to explore all possible ways of building it and have explored other alternatives like Infopath, Nintex and building SharePoint custom solution. But as it always happens, cost, rapid development, required skills and maintainability were the primary factors for making decisions.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I ruled out Infopath because it is deprecated from Microsoft, and there is no new version available for long. I thought of building a custom solution for it, but skills and code maintenance were the issue and also I wanted to build it rapidly. So, a custom solution is also ruled out. There are third party solutions available catering the similar needs, but the licensing cost was too high comparing to Infowise Ultimate forms.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As I have already worked with Infowise Ultimate forms on my last projects, I was aware of flexibility, cost-effective and supportive technical support offered by Infowise Ultimate forms. I have already written about Infowise Ultimate forms in my previous blogs; you can visit my past blogs along with others in Infowise blogs under the resource section, this direct&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/blog" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">link</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;will take you there.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Patient Appointment App</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As we decided to use Infowise Ultimate forms to build an appointment app, we explored its features such as Classic form designer, Column Validations, Alerts and notifications, search and calendar view web parts. Getting information about these featured were easy because of the detailed steps provided in knowledge articles by Infowise.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This patient appointment app is built on SharePoint using Infowise Ultimate forms. A patient would call the clinic or hospital and request a doctor's appointment, or a lab test, an operator on behalf of the patient, enter the request in the system and inform the patient of the available slots. After getting confirmation from the requestor or patient, the operator will block the slot. As a result, confirmation emails will be sent to the patient as well as requested doctor along with hospital administration with details about the appointment with unique meeting ID generated with the help of Infowise.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This app could be useful for clinics, hospitals and individual practitioners for booking appointments for their patients and definitely could be adopted by other similar business models like Dentists, saloons, Advocates and many more.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Steps to build a Patient appointment App</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We need the following SharePoint Components for creating this app.</span></strong> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint custom list&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint Columns\ fields&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint List views</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint permissions<br /><br /></span></li> </ul> <table style="height: 180px; width: 100%; border-color: #666262; float: left;" border="1pb" cellspacing="2px" cellpadding="2px"> <tbody> <tr style="height: 32px;"> <td style="width: 42.7667px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>S No</h6> </td> <td style="width: 205.617px; height: 10px; background-color: #f5f0f0; vertical-align: middle; text-align: center;"> <h6>Column\ Field name</h6> </td> <td style="width: 154.633px; height: 10px; background-color: #f5f0f0; vertical-align: middle; text-align: center;"> <h6>Type of column</h6> </td> <td style="width: 467.317px; height: 10px; background-color: #f5f0f0; vertical-align: middle; text-align: center;"> <h6>Remarks</h6> </td> </tr> <tr style="height: 46px;"> <td style="width: 42.7667px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">1</h6> </td> <td style="width: 205.617px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reserved for</h6> </td> <td style="width: 154.633px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Single line of text</h6> </td> <td style="width: 467.317px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Capturing patient&rsquo;s name</h6> </td> </tr> <tr style="height: 46px;"> <td style="width: 42.7667px; height: 18px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">2</h6> </td> <td style="width: 205.617px; height: 18px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reserved by</h6> </td> <td style="width: 154.633px; height: 18px; background-color: #f5f0f0; vertical-align: middle;"> <h6>People type</h6> </td> <td style="width: 467.317px; height: 18px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Who captured this request</h6> </td> </tr> <tr style="height: 64px;"> <td style="width: 42.7667px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">3</h6> </td> <td style="width: 205.617px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reservation for</h6> </td> <td style="width: 154.633px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Choice type</h6> </td> <td style="width: 467.317px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To capture booking choice from available medical practitioners</h6> </td> </tr> <tr style="height: 64px;"> <td style="width: 42.7667px; height: 30px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">4</h6> </td> <td style="width: 205.617px; height: 30px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reservation Slot Start Time</h6> </td> <td style="width: 154.633px; height: 30px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Date time</h6> </td> <td style="width: 467.317px; height: 30px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To capture Start time of reservation.</h6> </td> </tr> <tr style="height: 46px;"> <td style="width: 42.7667px; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">5</h6> </td> <td style="width: 205.617px; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reservation End Time</h6> </td> <td style="width: 154.633px; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Date time</h6> </td> <td style="width: 467.317px; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To capture End time of reservation.</h6> </td> </tr> <tr style="height: 46px;"> <td style="width: 42.7667px; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">6</h6> </td> <td style="width: 205.617px; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Purpose of visit</h6> </td> <td style="width: 154.633px; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Multi line text</h6> </td> <td style="width: 467.317px; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To capture purpose of visit.</h6> </td> </tr> <tr style="height: 14px;"> <td style="width: 42.7667px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center; font-weight: 100;">7</h6> </td> <td style="width: 205.617px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Remarks</h6> </td> <td style="width: 154.633px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Multi line text</h6> </td> <td style="width: 467.317px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To enter any remark about booking</h6> </td> </tr> </tbody> </table> <span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">For creating this app, we have to first create a SharePoint custom list with the following SharePoint columns\ fields.&nbsp;</span> <span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /></span><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-sharepoint-patient-06.png" alt="Infowise patient appointment app" width="700" height="114" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This app should have the following features.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Double booking check features</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;&ndash; To avoid double booking on the same slot.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Email alert notifications</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">- To inform the doctors and patients about booking confirmation.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Calendar view of reservations</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;- To quickly see the availability of slots.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Search functionality</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;&ndash; to search the records for easy retrieval of booking information.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To build the form along with the above features, let's open the design view of Infowise and easily add these features without code.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-sharepoint-patient-04.png" alt="Infowise on sharepoint for creating pateint appointment app" width="700" height="201" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">For adding emails and alerts notification feature, go to alerts under Business logic and configure it for sending emails to doctors and patients on confirmation of billing.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-sharepoint-patient-03.png" alt="create pateint appointment app" width="700" height="375" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Configure the settings according to requirements, set the recipients, email body when this email alert should be triggered, and mail template can also be configured.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-sharepoint-patient-1.png" alt="how to create patient appointment app in sharepoint" width="700" height="385" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Calendar view, there should be a calendar view of the reservation system to get the complete view of the system. In Infowise there is a feature of configuring a calendar web part, which is very easy to implement, adding colour-coding to differentiate between doctor's availability.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-sharepoint-patient.png" alt="how to create patient appointment app in office 365 and sharepoint" width="750" height="412" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This calendar web part could be added to any SharePoint page by editing the page and add the web part on it.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-sharepoint-patient-02.png" alt="infowise and sharepoint for healthcare" width="301" height="366" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To add the search feature in the patient appointment app, we used the list search web part. Search is an important functionality of any application and using Infowise, it was very easy to built search.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">For avoiding double booking for the same slot, we can easily show the available slots by calendar view web part; booking agent can easily see the updated value of the slot and avoid double booking, we used actions to create a trigger which will check the available slot and update the status as confirmed or conflict.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Finally, our patient appointment app is ready</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Finally, our patient appointment app is built, and the amazing thing is that it was built without writing a single line of code. We could have used some other third party products for the same, but after doing a cost analysis and feature comparison among them, we decided to use Infowise Ultimate form, and after using it, we did not regret our decision. Configuration and installation were easy; training and other reference materials are easy to find on their website, and last but not least, their support is fabulous.&nbsp; &nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">So, readers, I hope you enjoyed this blog, I am going to extend this patient's appointment app to advance level in my next blog, where we will have opportunity to explore advanced features of Infowise.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Please keep sharing your feedback through the comment section given below the blog.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Thanks for reading&hellip;</span>https://www.infowisesolutions.com/blog/patient-appointment-app-built-on-infowise-ultimate-formsAbhishek DubeyWednesday, December 4, 2019https://www.infowisesolutions.com/blog/patient-appointment-app-built-on-infowise-ultimate-formsSuccessful examples of business process automationEven though many despise the idea of the latest business processes taking the place of workers, however, these innovative business processes bring more productivity and efficiency in an organization. Keeping that in mind, there are three <strong>successful examples of business process automation </strong>that boost up the productivity of an organization. In all of these below examples, we will analyze the case studies of their business process automation that were successfully spearheaded. We hope that this article to provide you with the utmost guidance to execute the business automation process in your organization efficiently. <h2>Three Successful Examples of Business Process Automation.</h2> <h3>1. No More Paperwork</h3> A transportation business that was working with a field service management company, they are looking to increase their drivers from a mere 50 to 150 with no additional hiring of in-house staff. What exactly they needed is an efficient way that would boost up their overall proficiency. However, the biggest stumbling block in achieving that goal was the business processes of the in-house staff, which were performed manually. The drivers had to receive all the client&rsquo;s information, such as payment details and used to keep track of their working hours manually. Furthermore, the collected information is either called or faxed back to the head office to have them entered manually into their accounting books, and further dealt from there. As you can imagine, the entire business process was utterly time-consuming and prone to mistakes. For instance, there were frequent errors due to overhearing on the phone, mainly due to a lousy landline connection. That was such a painstaking hassle for the organization to overcome. However, with the implementation of business process automation, the workflow had significantly been improved. The field service company came up with innovative custom software and assigned every driver a tablet with a pre-installed app. The app brings tremendously increase productivity by allowing the features of the ease of collection of clients&rsquo; information, as well as automatically tracked the working hours of the drivers. The collected information from the drivers was automatically delivered to the accounting department, which was synchronized with their QuickBooks system. Thus, making this one of the <strong>successful examples of business process automation </strong>as the company reached and exceeded its organizational goal. It also provides new insights to the company of the data from a driver&rsquo;s end that opens the door for further streamlining the business process. <h3>2. Mitigating Human Errors</h3> Mitigating human errors is always the goal of almost every organization in the world. That can be easily achieved by implementing the business process automation. In this example, a business enterprise builds a complicated and extensive information system that includes medical, aviation, and military. They had collaborated with a firm to develop that provide the convenience of changing requests to the Medical Directory for Regulatory Activities (MedDRA). The previous business process was outdated, as well as highly complex, where the data used to go through several different systems manually in a muddled and inefficient manner. Generally, there weren&rsquo;t any issues in the process; however, in one specific process, any sign of errors or mistakes could lead to disastrous consequences of non-compliance. By streamlining the entire business process via the installation and implementation of a single end-to-end system, the company retrieved the process approvals beforehand. As a result, it makes the company to easily keep track and prevent errors when the data wasn&rsquo;t moved between systems adequately. This also makes it one of the <strong>successful examples of business process automation.</strong> It may be true that not everyone has the expertise of quality assurance and compliance. Nevertheless, there are some significant technical issues similar to this example that most organizations don&rsquo;t pay heed to and sometimes suffer huge losses. Those processes include <ul> <li>Trusting on transferring information from one system to another (via emails).</li> <li>Delay the process due to bottleneck in the system.</li> <li>Need various manual steps that could easily be ignored or neglected during rush hours.</li> </ul> These kinds of outdated and inefficient business processes still exist in various significant corporations. <h3>3. Workflow Management</h3> Finally, the last but not the least of the <strong>three</strong> <strong>successful examples of business process automation</strong> is about a convenience food company that was having issues with their regional marketing teams to run a local promotional campaign to capitalize on their local circumstances. For instance, they were looking for running a promotional campaign for ice-cold drinks in Florida in February but not the same promotion in Vermont in the same month. Moreover, there is also a central marketing department that would give the go-ahead for each of these promotional campaigns. They also ensured that the promotional offered in Florida doesn&rsquo;t have any confliction with the one in Vermont. The department oversaw that all the running promotional campaigns were up to the mark of the brand. Meanwhile, the convenience food company were running their business processes with a hodgepodge way of emailing and highly complex Excel spreadsheets to keep track of all the promotional campaigns of all the regional marketing teams. They were suffering from the slow approval from the central marketing department that was becoming a burden to the entire team. Then came one of the <strong>successful examples of business process automation </strong>by switching and allowing the approvals on the task assigned. In other words, the stakeholders were only allowed to view and give consent to the tasks which they were assigned. From there on, it started to build a system where it enabled different regions to share their idea for a promotional campaign. Its progression was approved by the assigned stakeholder efficiently within the same network. Furthermore, the system also sends a notification instructing the marketing team if there were any essential things to do. By adopting this business process, the client gained massive productivity and proficiency in the promotional campaign. <h2>Conclusion</h2> These are the three <strong>successful examples of business process automation</strong> that contributed immensely to their respective business enterprises. It matters not whether you&rsquo;re looking to increase your on-the-field employees, reduces errors, or just want to get work done fast. The implementation of business process automation is imperative in the modern times of today. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our flagship product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.https://www.infowisesolutions.com/blog/successful-examples-of-business-process-automationAmir ShingrayTuesday, November 26, 2019https://www.infowisesolutions.com/blog/successful-examples-of-business-process-automationUltimate Guide for Creating Business Processes in Office 365<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br />In any organization, once the initial enthusiasm for implementing Office 365 has subsided, they will start to look for more ways they can optimally utilize Office 365.<br />Indeed, all the processes of the organization cannot be moved and switched to Office 365 overnight. Nevertheless, it is still imperative to detect and recognize all those areas of improvement where the organizations can have a smooth start by thoroughly implementing Office 365 in all their business processes.&nbsp;<br />Office 365 has a diverse range of tools with massive features. Therefore, it&rsquo;s quite challenging to identify all of them to have an overview of its advantages and disadvantages that could have an impact on the developmental processes of the business.&nbsp;<br />To understand it fully, let&rsquo;s have a quick look at some of the queries and questions that regularly comes up when reviewing the demands and needs for a business process. By going through the requirements, we will be able to determine how Office 365 would respond to each one of them.&nbsp;<br />While you&rsquo;re reading this, it would be fun to wrack your brain in finding some of the business processes in your organization that require improvement.&nbsp;<br />In this article, we will focus on covering no/low-code solutions. That would be quite beneficial for your organization if they can afford custom development, as there will be plenty of things to consider.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Tools for Creating Business Processes in Office 365</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">When the clients are looking for improving or&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">creating business processes in office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;with a no or low-code tool, there are three options for them to choose from&nbsp;</span><em style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Forms</span></em><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">,&nbsp;</span><em style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint List/Libraries</span></em><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">, and&nbsp;</span><em style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">PowerApps</span></em><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">.&nbsp;<br />The very first thing to do is to review the present state of the business process and its complications. If the business process is simple and easy such as entering data into an Excel Sheet with no overcomplicated formulae, we suggest Microsoft Forms be the best tool.<br />Running your business processes in Microsoft Forms is entirely stress-free and pretty much straightforward as it doesn&rsquo;t require any technical expertise.&nbsp;<br />However, one of the prominent disadvantages of using Microsoft Forms is that it provides minimal field types and has limited options.&nbsp;<br />If the field types of an organization are quite complex, it is then implementing the Microsoft Forms may not the best option. The next course of action in&nbsp;<strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">creating business processes in office 365&nbsp;</strong>is<strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</strong>to go for the SharePoint list. It offers a wide array of field types as well as has excellent built-in features, including views and validation. SharePoint list also enables you to utilize other tools like PowerApps. If you think a document upload would initiate the business process, then it&rsquo;s better to choose Libraries.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">PowerApps is the most complex tools for&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">creating business processes in office 365.&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Its use should only be chosen when the form&rsquo;s logic becomes more complicated that SharePoint cannot handle. By using PowerApps, you would be able to perform things like repeating tables, cascading dropdowns, and also you can connect to data outside of the current list.&nbsp;<br />Moreover, with the implementation of PowerApps, you would also be able to implement mobile apps. Generally, if the current business process is a complicated InfoPath form, then the PowerApps is the right tool for&nbsp;<strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">creating business processes in office 365.&nbsp;</strong>However, there is a lot to learn when you&rsquo;re switching from InfoPath to PowerApps. Get yourself acquainted with a technical expert is recommended.<br />You should also need to consider the audience for&nbsp;<strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">creating business processes in office 365.&nbsp;</strong>For instance, if your targeted audience doesn&rsquo;t have the licensed external users, you may have to stay with Microsoft Forms or SharePoint Lists, as PowerApps doesn&rsquo;t support external users.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Suitability for Your Business Process Flow</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">When the business process has been selected, then the next phase for&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">creating business processes in office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is the flow of the process. The ideal tool is Microsoft Visio or any other related tool to streamline the entire process. When thinking about mapping out the workflow, several queries come to mind. Such as is there any approval phase? If there is, then how many? Is there a need for transferring of data upon the completion of the process?&nbsp;<br />One of the significant workflow tools in&nbsp;<strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">creating business processes in office 365&nbsp;</strong>used to be SharePoint Designer. There has been a rapid increase in organizations that are switching from SharePoint Designer workflows to Flow.&nbsp;<br />Similar to PowerApps, you would probably require to learn about the Flow. According to us, it would take an immense amount of time and effort to learn and have the proficiency to run your business processes, especially if you were an avid user of Designer.&nbsp;<br />On the other hand, if you&rsquo;re new to Flow, then this is the simpler and efficient version of SharePoint Designer.&nbsp;<br />From personal experience, there are plenty of loops in Flow; however, the new and improved logging assists greatly in those circumstances.<br />Flow offers a tremendous amount of nifty built-in templates for&nbsp;<strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">creating business processes in office 365.&nbsp;</strong>For instance, its template sends the data to Microsoft Forms automatically to a SharePoint list. This is ideal for anyone who&rsquo;s looking for a user experience of Microsoft Forms but requires the data in a SharePoint list that could be utilized for reporting or for a more complicated business process.<br />One more thing, PowerApps empowers into building plenty of logic with no need of using Flow. For instance, it enables you to send an email directly inside the app, which reduces the expense of overseeing two tools.&nbsp;<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Envisioning the Entire Process</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">When the desired&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">creating business processes in office 365&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">completely implemented in your organization, the final phase is to make an impressive user experience. To efficiently achieve that, you can utilize the modern pages in SharePoint to render a personalized experience as per the user&rsquo;s requirements. Generally, they are mostly referred to us dashboard pages that contain links to forms, gives a view of the lists and libraries.&nbsp;<br />You can embed the visualization of data from Power BI. However, you probably need to buy a license. This tool is quite helpful in providing prompt answers about your business process and its functionality.&nbsp;<br />Furthermore, Microsoft has recently introduced the connector web parts, enabling you to connect and showcase your data outside of Office 365.&nbsp;<br />We hope that considering all the benefits of improving and&nbsp;<strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">creating business processes in office 365</strong>&nbsp;would give you a head start in getting solutions for your business operations.&nbsp;<br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span>https://www.infowisesolutions.com/blog/ultimate-guide-for-creating-business-processes-in-office-365Amir ShingrayMonday, November 25, 2019https://www.infowisesolutions.com/blog/ultimate-guide-for-creating-business-processes-in-office-3656 Reasons to Consider Automation for Your Business Processes<strong><em>&nbsp;&ldquo;There's a lot of automation that can happen that isn't a replacement of humans but of mind-numbing behaviour.&rdquo;</em></strong> <strong>&ndash; Stewart Butterfield, Co-Founder of Flickr and Slack.</strong> Today&rsquo;s market has become highly competitive; within a blink of an eye, you can be left behind in the dust if you&rsquo;re unable to compete with rival businesses. Your business&rsquo; services have to be top-notch, all the while keeping the operational costs to a minimum and manage time efficiently.&nbsp; Business process automation can help businesses to stay ahead of the curve. Even small companies can automate their business, as business automation is not limited to installing AI-based machinery. Automation comes in all sizes and shapes; you can install automation software to manage your social media accounts more efficiently. To better understand the reasons why a business should consider process automation, we first need to understand what business automation is. <h2>Business Process Automation</h2> Process automation in business is the use of software to coordinate personnel and operations. In simpler terms, business automation (or business process automation) allows you to do all the repetitive tasks with the help of a computer or a virtual system. If you're on the fence about integrating process automation in your business, then these reasons are going to help you decide; <h2>Saves Time</h2> You might&rsquo;ve heard the phrase &ldquo;time is money.&rdquo; Repetitive tasks kill the morale of employees, making the process more time consuming and forcing the employees to work overtime. An automated system can perform those repetitive tasks within the designated time and reduce human error as well, freeing employees to do the work that requires their attention more. <h2>Cost-Effective</h2> If a plethora of tasks is to be performed by your business, then you may recruit a large number of employees, enough to perform the tasks at hand and meet the deadlines of the busy workload. Some consider outsourcing the work, but that&rsquo;s not the best solution to this problem. Process automation can help you save a substantial amount of money and efficiently handle the tasks. Moreover, you don&rsquo;t have to cover the salaries and benefits of an automated system, allowing you to spend those savings elsewhere. <h2>Customer Satisfaction</h2> Customer satisfaction is critical to upscale your business. Manual processing can be irregular and prone to human error; on the other hand, automated systems can help minimize the error rate and provide regularity in services or products, ensuring customer satisfaction. For example: If a small scale business doesn&rsquo;t have the resources to run a 24-hour call center, they can avail the services of an automated customer service software, which allows them to assist customers 24/7 without any additional costs. The customer won&rsquo;t have to wait to get connected to an agent and will be satisfied with the quality of your customer service. <h2>Better Analysis</h2> Analyzing customer behaviour can help you understand what your customers want. With the help of analytics software such as Google Analytics and Microsoft PowerBI, you can effectively understand your customers&rsquo; needs and launch new services according to the results. These programs help you manage your data conveniently and provide visualization tools to simplify the process for their users. <h2>Enhances Workflow</h2> Workflow automation allows you to monitor real-time progress by bringing all aspects of the workflow into a single dashboard and simplifies process management for you by creating reviews, processing data, etc. You can also view previously collected data and compare it with the current data so you can make educated decisions and predict the future course of action of your business. <h2>Happier Workforce</h2> Repetitive tasks can be annoying and cause frustration among workers, making the employees less productive. With the help of automation, you can keep your <a href="https://warwick.ac.uk/newsandevents/pressreleases/new_study_shows/">employees happy and increase productivity by 12%</a>, a recent study has found. <h2>Conclusion</h2> Manual processing has room for delays and errors; with the help of automated business processing, you can increase the operational productivity by assigning repetitive tasks to a computerized system. You can pinpoint the area where your company is lacking and work on it to improve your services. Start small when you automate your business processes, with the most straightforward methods first. Note how the workers react to the automation; this will make it easier for you to take on larger automation projects. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our flagship product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.https://www.infowisesolutions.com/blog/6-reasons-to-consider-automation-for-your-business-processesAmir ShingrayMonday, November 25, 2019https://www.infowisesolutions.com/blog/6-reasons-to-consider-automation-for-your-business-processesFine-tuning Form look and feel with the Custom Styles featureThe modern Form designer has so many cool features, it&rsquo;s easy to miss them. Take styling the form, for instance. At the highest level, there are two themes &ndash; dark, and light. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_14-46-12.png" alt="" width="475" height="312" /> If you&rsquo;re using tabs or accordion sections in your forms, there are also three built-in themes you can apply &ndash; which look different depending on whether you&rsquo;re using dark or light modes. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_14-54-44.png" alt="" width="700" height="219" /> You can also use the Styles section in the right-panel to define: font face, color, and size; background color; and border style, color, and weight (yes, I know my example is gruesome, but it&rsquo;s impossible to miss!). <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_15-06-18.png" alt="" width="700" height="331" /> But I want to draw your attention to the &ldquo;Custom styles&rdquo; area in the style dialog. Custom styles allow for a lot more opportunities for defining the CSS attributes of containers and fields without actually having to write CSS. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_15-14-12.png" alt="" width="375" height="702" /> Custom style controls include background, border, font, margin, and padding controls &ndash; and that&rsquo;s just the start. Since CSS typically allows you to define all four sides of a thing individually, it&rsquo;s completely possible to have padding, for instance, that&rsquo;s different top to bottom or side to side. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_15-28-54.png" alt="" width="700" height="267" /> There&rsquo;s some arcane stuff included, too &ndash; things like cursor, or clip, or z-index. I&rsquo;m not going to spoil your fun by telling you what everything is or what it does. Instead, I want to encourage you to check out the CSS reference page at <span style="color: #0000ff;"><strong><u><a style="color: #0000ff;" href="https://www.w3schools.com/cssref/default.asp">W3Schools.com</a></u></strong></span> for a complete list of all the current CSS attributes and definitions &ndash; just click on the attribute to get detailed information on how to use it. Now, I&rsquo;ll be honest &ndash; there are still some things you can&rsquo;t do with custom styles inside the dialog. And, there are some elements of the form &ndash; such as tab button or input fields &ndash; that you can&rsquo;t change using Styles. Luckily, for those things you can still actively edit the CSS within the tool using the CSS button in the menu bar &ndash; but, that&rsquo;s a topic for a different day. If you&rsquo;d like to watch a video demonstration of both custom styles and manipulating form CSS, check out <span style="color: #0000ff;"><strong><u><a style="color: #0000ff;" href="https://www.infowisesolutions.com/training/article.aspx?ID=151">Form Builder - Advanced Styling and CSS</a></u></strong></span> in the Ultimate Forms tutorials.https://www.infowisesolutions.com/blog/fine-tuning-form-look-and-feel-with-the-custom-styles-featurePhil GoldWednesday, November 20, 2019https://www.infowisesolutions.com/blog/fine-tuning-form-look-and-feel-with-the-custom-styles-featureFine-tuning Form look and feel with the “Custom Styles” featureThe modern Form designer has so many cool features, it&rsquo;s easy to miss them. Take styling the form, for instance. At the highest level, there are two themes &ndash; dark, and light. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_14-46-12.png" alt="" width="475" height="312" /> If you&rsquo;re using tabs or accordion sections in your forms, there are also three built-in themes you can apply &ndash; which look different depending on whether you&rsquo;re using dark or light modes. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_14-54-44.png" alt="" width="700" height="219" /> You can also use the Styles section in the right-panel to define: font face, color, and size; background color; and border style, color, and weight (yes, I know my example is gruesome, but it&rsquo;s impossible to miss!). <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_15-06-18.png" alt="" width="700" height="331" /> But I want to draw your attention to the &ldquo;Custom styles&rdquo; area in the style dialog. Custom styles allow for a lot more opportunities for defining the CSS attributes of containers and fields without actually having to write CSS. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_15-14-12.png" alt="" width="375" height="702" /> Custom style controls include background, border, font, margin, and padding controls &ndash; and that&rsquo;s just the start. Since CSS typically allows you to define all four sides of a thing individually, it&rsquo;s completely possible to have padding, for instance, that&rsquo;s different top to bottom or side to side. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_15-28-54.png" alt="" width="700" height="267" /> There&rsquo;s some arcane stuff included, too &ndash; things like cursor, or clip, or z-index. I&rsquo;m not going to spoil your fun by telling you what everything is or what it does. Instead, I want to encourage you to check out the CSS reference page at <strong><u><a href="https://www.w3schools.com/cssref/default.asp">W3Schools.com</a></u></strong> for a complete list of all the current CSS attributes and definitions &ndash; just click on the attribute to get detailed information on how to use it. Now, I&rsquo;ll be honest &ndash; there are still some things you can&rsquo;t do with custom styles inside the dialog. And, there are some elements of the form &ndash; such as tab button or input fields &ndash; that you can&rsquo;t change using Styles. Luckily, for those things you can still actively edit the CSS within the tool using the CSS button in the menu bar &ndash; but, that&rsquo;s a topic for a different day. If you&rsquo;d like to watch a video demonstration of both custom styles and manipulating form CSS, check out <span style="color: #0000ff;"><strong><u><a style="color: #0000ff;" href="https://www.infowisesolutions.com/training/article.aspx?ID=151">Form Builder - Advanced Styling and CSS</a></u></strong></span> in the Ultimate Forms tutorials.https://www.infowisesolutions.com/blog/fine-tuning-form-look-and-feel-with-the-%E2%80%9Ccustom-styles%E2%80%9D-featurePhil GoldTuesday, November 19, 2019https://www.infowisesolutions.com/blog/fine-tuning-form-look-and-feel-with-the-%E2%80%9Ccustom-styles%E2%80%9D-featureCreating a Sharepoint Patients Registration App using Infowise Ultimate forms - The Next Level<h2>Patient Registration Process to the next level</h2> Hi readers, I have been writing about SharePoint and healthcare industries, and this is my third blog in a series on Infowise portal. I have written in detail about why I chose Infowise over other options available in SharePoint for building process automation, you can read this blog <a href="https://www.infowisesolutions.com/blog/how-i-created-a-businesses-app-of-my-choice-in-just-half-an-hours-using-infowise-ultimate-forms-for-sharepoint-and-office-365">here</a>. In my other blog, I discussed challenges in healthcare industries and SharePoint helping to resolve it. I took the example of creating a registration app for patients using Infowise Ultimate forms, discussed benefits of it and also added steps to troubleshoot the issues faced during installation of Infowise apps in my environment, you can read this blog <a href="https://www.infowisesolutions.com/blog/patient-registration-app-on-sharepoint-using-infowise-ultimate-forms">here</a>. <h2>What Next&hellip;</h2> In my next blog, I wanted to extend my patient registration app, which I created in my last blog to highlight the advanced features of Infowise Ultimate forms. To start with it, let us understand the process of the hospital&rsquo;s operation. Once the patient is registered in hospital records, it should be stored for a long time depending on local authority&rsquo;s compliance, and then the same record is updated and added with other details like doctor&rsquo;s advice, diagnostic reports and billing history. In addition, these records should be easily available through search when required. I have listed down features requirements, which should be part of any patient registration app. <ol> <li>The patient&rsquo;s record should be stored for a long time with appropriate security.</li> <li>Doctors should easily search his assigned patient and could see the patient&rsquo;s medical history and he should be able, to add his prescription.</li> <li>Lab technician should be able to fetch details of medical tests prescribed by the doctor to patients. He also should be able to enter billing details for requested tests.</li> <li>The patient should be able to download the reports and the doctor should have access to reports for his review.</li> <li>All history should be stored securely and available for later reference.</li> <li>Configurable alerts and notifications.</li> <li>Electronic or digital signature</li> <li>The app should be accessible through handheld devices such as tab and smart mobile phones.</li> </ol> <h2>Extending Patient registration app</h2> I took the example of building a patient registration app in my last blog, I would like to extend the same app to the next level to add the above-listed features. Create all the required fields needed for Doctor&rsquo;s form. In the doctor&rsquo;s form, some of the fields like the patient&rsquo;s personal details and previous medical history would be pre-filled from the patient&rsquo;s registration form. Fields need to be created in the Patient&rsquo;s record list are mentioned below in the table <table style="height: 161px; width: 785px; border-color: #635e5e; background-color: #e0dada;" border="0.5" cellspacing="5px" cellpadding="5px"> <tbody> <tr style="height: 46px;"> <td style="width: 185.583px; height: 46px; border-color: #ebebeb; background-color: #a6dbf7; text-align: center;"> <strong>Field Name</strong> </td> <td style="width: 209.817px; height: 46px; border-color: #ebebeb; background-color: #a6dbf7; text-align: center;"> <strong>Data Type</strong> </td> <td style="width: 375.6px; height: 46px; border-color: #ebebeb; background-color: #a6dbf7; text-align: center;"> <strong>Remarks</strong> </td> </tr> <tr style="height: 46px;"> <td style="height: 34px; width: 179.583px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Doctor&rsquo;s Prescription</pre> </td> <td style="height: 34px; width: 203.817px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Multi-line text</pre> </td> <td style="height: 34px; width: 369.6px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Used by the doctor to enter the prescription</pre> </td> </tr> <tr style="height: 46px;"> <td style="height: 10px; width: 179.583px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Lab Test prescribed</pre> </td> <td style="height: 10px; width: 203.817px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Multiple-choice options</pre> </td> <td style="height: 10px; width: 369.6px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Prescribed Lab tests</pre> </td> </tr> <tr style="height: 46px;"> <td style="height: 10px; width: 179.583px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Lab Test Conducted</pre> </td> <td style="height: 10px; width: 203.817px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Multiple-choice options</pre> </td> <td style="height: 10px; width: 369.6px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Lab Tests Conducted</pre> </td> </tr> <tr style="height: 46px;"> <td style="height: 10px; width: 179.583px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Lab Test Findings</pre> </td> <td style="height: 10px; width: 203.817px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Attachments</pre> </td> <td style="height: 10px; width: 369.6px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Lab Test Results</pre> </td> </tr> <tr style="height: 21px;"> <td style="height: 51px; width: 179.583px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Bill details</pre> </td> <td style="height: 51px; width: 203.817px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>A single line of text</pre> </td> <td style="height: 51px; width: 369.6px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Billing details of the patient</pre> </td> </tr> </tbody> </table> The above fields should be in a repetitive section, as multiple entries could be made for a patient. For better placement of field, I thought of arranging different sections in different tabs for e.g. patient&rsquo;s records in one tab, doctor&rsquo;s section in second etc. Each section should be editable by respective stakeholders and read-only for others as per requirements. <h2>How Infowise Ultimate forms helped to achieve complex functionalities</h2> There were few challenges while extending the design of the patient registration app such as arranging forms in a tabbed view, applying for permissions on individual columns, Column value validations, View Permissions etc. As always Infowise came as a saviour in difficult times, All these functionalities\ features, are available and easy to implement. I used the following features of Infowise forms to achieve the patient&rsquo;s registration functionalities. 1- Tab and Tab Permissions- For arranging and dividing fields per section.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Pic1.PNG" alt="Infowise for healthcare" width="700" height="273" /> 2- Repeating section &ndash; For making multiple entries of prescription, lab tests etc. 3- Advanced column permission manipulation &ndash; Applying for permissions on fields <img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/pic2.PNG" alt="Infowise for healthcare" width="700" height="346" /> 4- Column Value Validation &ndash; Applying column validation enforce business\ compliance rules.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/pic3.PNG" alt="Infowise for healthcare" width="700" height="304" /> 5- View permissions &ndash; Doctor Views, Receptionist views and lab assistant views should have only access to their respective views only.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/pic4.PNG" alt="Infowise healthcare" width="700" height="270" /> 6- Charts &ndash; For providing a graphical representation of records to stakeholders for better decision making. 7- Electronic signature field &ndash; Get the e-signature for compliance purposes. 8- Smart Alerts &ndash; for configuring alerts and notification configuration. 9- List Search Web part- For providing search functionality to search the patient&rsquo;s record on the patient&rsquo;s registration list, it also provides the functionality of the advanced search feature. It was easy to configure the above features, thanks to well-documented tutorials and instructions available on Infowise portal. One can easily find detailed documentation here <a href="https://www.infowisesolutions.com/documentation/">https://www.infowisesolutions.com/documentation/</a> The patient registration app is complete now. Comparing the other products available in market Infowise Ultimate forms was convenient and cost-effective. Thanks for reading my blog, I will be discussing more exciting features of Infowise in other projects implemented for healthcare industries.https://www.infowisesolutions.com/blog/creating-a-sharepoint-patients-registration-app-using-infowise-ultimate-forms---the-next-levelAbhishek DubeyTuesday, November 19, 2019https://www.infowisesolutions.com/blog/creating-a-sharepoint-patients-registration-app-using-infowise-ultimate-forms---the-next-levelGrid System Design for Fine-Tuned Forms We&rsquo;ve been doing a lot of talking lately about how cool the modern Form Designer is, and here&rsquo;s another reason to get excited. If you&rsquo;ve been trying to recreate the look and feel of an existing form that you built in InfoPath or some other tool, Form Designer gives you a huge assist by using nested containers &ndash; containers within containers. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-17_17-07-10.png" alt="" width="700" height="338" /> Using the technique, you can control the structure of your forms to a very high degree. The trick is to use containers as rows in a form, and then insert additional containers within the columns. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-17_17-02-54-B.png" alt="" width="700" height="194" /> Those containers can then be columnized on their own, which lets you vary widths across the rows to suit your purposes. It also gives you better control over visibility and permission rules, too. Once you&rsquo;ve got your grid laid out, it&rsquo;s a quick job to drag list fields into place. Some tips: <ul> <li>If you&rsquo;ve got an existing form, start by analyzing its structure for rows and columns. If you&rsquo;re starting from scratch, drawing a rough diagram will be very helpful.</li> <li>Adding fields to the same container will cause them to stack one on top of the other, which is useful in some cases.</li> <li>If you want rows to stay level, it&rsquo;s not a bad idea to nest a container into each column.</li> <li>If you want to use tabs or accordion sections, set those up first - you can&rsquo;t move containers! The good news is that if you need to redo anything, it only takes moments.</li> </ul> <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-17_17-06-23.png" alt="" width="700" height="338" /> I&rsquo;ve created a <span style="text-decoration: underline;"><strong><span style="color: #0000ff;"><a style="color: #0000ff; text-decoration: underline;" href="https://www.infowisesolutions.com/training/article.aspx?ID=156">video tutorial</a></span></strong></span> using this method which you can watch to see a walkthrough of the building process. Give it a try &ndash; I think you&rsquo;ll be impressed at how well the technique works!https://www.infowisesolutions.com/blog/grid-system-design-for-fine-tuned-forms-Phil GoldMonday, November 18, 2019https://www.infowisesolutions.com/blog/grid-system-design-for-fine-tuned-forms-Microsoft office 365 and digital transformation in manufacturingThe modern workplace needs to change to survive in the competitive arena. Instead of working out of a physical office, at times, they need to work virtually, the system needs to be accessible outside of the office on the cloud and be available globally. Instead of working only on computers, you're expected to use your mobile devices as well. If a manufacturing corporation is embracing digital transformation with the assistance of Microsoft office 365, then they're able to provide their employees with emails and other team collaboration tools to store and share documents; employees are able to manage permissions with other co-workers. Project managers are able to automate processes and distribute workloads to all team members. Manufacturing corporations can create intranet portals to enable self-services for the different departments within an organization.<span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft office 365 provides integrated platforms that provide all the features you need to create a modern digital workplace. From Outlook, Word, PowerPoint, Excel, OneNote, Planner, SharePoint, Powerapps and many more, all these functionalities can conveniently be accessed with a single subscription of Office 365 suite. Utilization of all the aforementioned tools provides manufacturing firms with ample opportunity to grow in a decided manner towards full digitization. As a consequence, these businesses will benefit from increased visibility of processes, significant cost reduction, quicker product turn around cycles, in return, they become able to deliver excellent customer service and achieve higher customer satisfaction and even delight.&nbsp;<br /><br />Industry in our mind conjures up classic machinery, thousands of employees, and tall smokestacks. However, the continuous development in software technology such as Microsoft Office 365, digital transformation in manufacturing is heading towards a new type of manufacturing industry that is 4.0. This digital Industry is transforming every stage of manufacturing operations from supply chain and enterprise to the shop floor and employees. The smart manufacturing connects factories electronically to central machine-linked networks, not only to automate but also to individually learn procedures, adapt to change, create requests, identify quality issues and even delegate tasks to other machines. The technologies used by the manufacturers in the digital Industry is improving every phase of production and are discussing below in detail:<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">1. Internet of things</span></h2> <span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The internet of things has been giving enterprises a competitive edge by reorganizing and simplifying operational processes with digitally connected machines. Its existence consists of widely used internet connection, sensors, and cloud computing. By providing real-time input and data, businesses are well notified to take decisions and decrease manual procedures. The internet of things and statistics have a significant impact on productivity. Hence,&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Office 365 and digital transformation in manufacturing</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;offers new chances to integrate activities and changes business procedure. Nowadays, consumers want natural products that enforce manufacturers to create software-based products.</span> <h2>2. Artificial intelligence</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Artificial intelligence refers to any device that responds to the environment and takes action to acquire its goal. This technology does not need any human assistance. Instead, it provides automation as&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Office 365 and digital transformation in manufacturing&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">are featured with several control systems for performing business operations smoothly by making decisions by themselves. Hence, it reduces not only manual work but maintains the appropriate workflow and enhances production capacity effectively. Besides, production costs have lowered down the downturn.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">3. Robots</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Robots are automatic machines that are specifically designed to operate specific tasks. Moreover, they are not only able to make decisions but alarm others in case of any mishappening. Their increasing use in the manufacturing industry has made the industries a better and safer place to work in. They can easily communicate with the members of the control board for the provision of required information and data related to machines and business operations. Fully equipped with sensors, these robots identify and fix issues to minimize delays in performing manufacturing procedures.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">4. Cloud computing efficiency</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To improve speed and efficiency, advanced engineering and robotics are critical to manufacturing companies. It is also streamlined in its infrastructure, and the employees will access the relevant data they want through geographical locations, allowing quicker, unified collaboration simpler. As a consequence, cloud computing is being introduced by a growing number of manufacturers for&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Office 365 and digital transformation in manufacturing.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">5. Data and statistics:</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Experts predict that by 2020, digital content will be 50 times higher than it currently exists. Big data processing is difficult and time-consuming, with knowledge regarding users and services being handled, modified, and evaluated. Because of its potential to streamline information, facilitate teamwork, and increased visibility for all participants, manufacturers encourage cloud technology.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">6. Augmented reality</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Augmented reality (AR) presents digital content through a system in the real world, such as a mobile phone and unique eyeglasses. In the manufacturing industry, there are several different applications for this innovation, such as:</span> <ul> <li style="color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;The processes, facilities, and techniques on the ground of the factory are often unknown with new hires. It is vital to provide new workers with instruction as soon as possible and as often as necessary to avoid security incidents. With AR, they may access text overlays and other virtual information to help them understand what's going on the ground without requiring additional workforce or output delays.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Manual reviews are required for most orders and deliveries at fulfillment centers and warehouses. This process is automated with AR to reduce errors, save time, money, and resources.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Maintenance crews save resources and reduce guesswork by using ar tools to provide equipment details such as preventive maintenance plans, potential problems, and the machine's service history.</span></li> </ul> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">7. Additive Manufacturing</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Although companies are looking to expand the use of additive manufacturing in their operations, in three key areas, techniques such as 3d printing already play an essential role:</span> <ul> <li style="color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Thanks to the versatility of 3d printing technology, design teams may play in making increasingly complicated geometric shapes and frameworks.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">3d printing is widely used to model, speed up project times, and reduce costs. In a controlled environment, companies are free to struggle easily and test multiple models before settling on the final designs.</span></li> <li style="color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">3d printing is the most comfortable and most inexpensive form of production when only a small amount of material is required.</span></li> </ul> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.https://www.infowisesolutions.com/blog/microsoft-office-365-and-digital-transformation-in-manufacturingAmir ShingrayThursday, November 14, 2019https://www.infowisesolutions.com/blog/microsoft-office-365-and-digital-transformation-in-manufacturingImplementing a successful digital transformation in manufacturing: Microsoft office 365<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">By now, it is evident that only those who adapt to change are the ones that are going to thrive in the new digital era. Practically what we do today is for a tomorrow. The advancement in the tech sector brought unforeseen improvements in production management and propelled businesses to achieve higher levels of efficiency. Several manufacturing corporations already enjoy the benefits of successful automation. However, the implementation of new technologies can disrupt the daily workflow. One of the biggest challenges faced by manufacturing corporations when implementing a digital transformation strategy is people. For that reason, leaders of change must understand the mindset of their own people and how they executed their daily tasks before the upcoming upheaval of full digitization. The second challenge faced by the manufacturing sector is aligning their business model with the newly acquired technology architecture. They both are the critical sides that need to be adequately considered during the planning of the digitization. At the end of the day, all change has to meet the business's overall goals and objectives.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Technology is ubiquitous, and this exposure to digital services plays a vital role in not only creating new products but transforming and accelerating innovations. The secret to a successful change, growth and development nowadays is to focus on recent trends in technology, what offered by </span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft's Office 365 is a great example of such a shift in technology trends.</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"> From the proliferation of connected devices and other "stuff" within the Internet of Things (IoT) to increasing information mounds, the advent of advanced analytics, machine learning, and artificial intelligence, everything has reshaped the very face of industries. The industries are now more transformed, competitive and eco-system friendly.<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Reshaping manufacturing by Microsoft office 365</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft office 365 and digital transformation in manufacturing</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;give enterprises the chance to ponder and act as digital firms through their interaction with their clients, empowerment of their staff, automation of their processes, and turning their goods into valuable products. Organizations doing this have reliable results: reduced costs, energy efficiency, higher profits, and improved operational efficiencies. The organizations that have successfully adopted a digital transformation journey generate millions of dollars more in additional operating income each year than those lagging. In this way, industries will be reshaped, and this era will be defined as transformation and disruption. Microsoft Office 365 offers services, solutions, and roadmap for successful separation and differentiation that lead to remarkable potential. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Mindset for a better tomorrow</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">In the past, an industry took twenty years to establish. However, due to implementing&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft office 365 and digital transformation in manufacturing,</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"> the time has been reduced to two-three years for launching a mega-size manufacturing business. But, to make the most of digital transformation, industrialists must reframe their goals and shift their thinking towards rapid growth through the diruption of current markets. Microsoft office 365 is a reliable agent for a successful transforming the industry by providing a unique collaboration of innovative technologies and equipment that automate all manufacturing operations. Hence, this digital transformation is leading enterprises to agile productivity with ease.&nbsp;<br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Digital change is a proposal for technology. Technology's influence on modern business is monumental. And, it is demonstrated in many ways; infinite computing power and limitless space that has become a reality today, as well as possibilities provided by disruptive innovations such as the Internet of Things, artificial intelligence, profound learning, virtual reality, etc. Therefore, it is fair to say that innovation is going to change the world again. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Embrace the digital revolution, or else!</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We are on the verge of a digital revolution that is going to change how we live, act, and connect fundamentally. The first industrial revolution benefitted humanity in automated steam power output, preceded by the second revolution that introduced electricity, and the third revolution came up with the introduction of information technology. As a consequence, we entered the era of massive mass manufacturing. The speed of current advancements and the exponential leap of disruptive novelties are now leading to the fourth industrial revolution. It is featured by extraordinary processing control, storage, data access, and line unclear between physical, digital and biological space. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Get onboard with innovations</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">For constructing a traditional technology corporation, the digital economy generates unprecedented demands for corporate structures and business resources. Its goal is to architect for agility and new business models, empowering employees and customers to innovate at a speed that was unimaginable in earlier generations. This transformation is due to the agile innovations such as machine learning, integrated significant data statistics, hybrid cloud computing, cyber-physical, machine-to-machine systems, etc. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Transforming industries via Microsoft office 365</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The idea of becoming a digital business does not depend solely on technologies or equipment. A modern transformation strategy pays a lot of attention to controlled development, change management criteria, and comprehensive organic digitization that aligns technology with business goals and objectives. Sales, marketing, and human resource leaders, therefore, view technology as a core component of innovating their processes.&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft office 365 and digital transformation in manufacturing</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;plays a significant role in a company, including transforming the company by managing infrastructure, working equipment, security, and serving in the role of advocating business customers by testing new software products, services, and providing feedback.<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Empowering employees</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Organizations cannot digitally change completely unless their staff and workers do.&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft office 365 and digital transformation in manufacturing</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;outstrip the skill level of organizations and the ability of the workforce to become skilled with the new technologies. To meet all the needs of a modern economy, the willingness of the workers to have technical expertise is essential. As a result, many industrialists are now adopting technological education approaches, supplying them with instruction on how virtual devices function and coordinating projects to smooth their introduction to new technologies. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Re-inventing customer's engagement</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The core focus of</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">implementing</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Microsoft office 365 and digital transformation in manufacturing</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;involves not only the running of business operations smoothly or generating valuable products but interacting with customers as well. With the rise of social tools, customers are now more commanding than ever. They can have access to every information related to services or products of industries in seconds. This has forced the industrialists to build a strong relationship with their customers. It includes recurrent online connections and solving their issues.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /><br /></span>https://www.infowisesolutions.com/blog/implementing-a-successful-digital-transformation-in-manufacturingiwcol-microsoft-office-365Amir ShingrayWednesday, November 13, 2019https://www.infowisesolutions.com/blog/implementing-a-successful-digital-transformation-in-manufacturingiwcol-microsoft-office-365 How I quickly built a Customer Onboarding (Account Creation) Solution for a Bank using Infowise Ultimate forms<h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Is it easy to build a Customer Onboarding (Account Creation) Solution for a Bank using Infowise Ultimate forms?&nbsp;</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Dear Readers, it's almost a month and a half I have used Infowise Ultimate Forms, and I must say I love the convenience of having everything in one place. I can open up my Infowise Portal, right from my SharePoint, and create forms and processes easily and quickly.<br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Life without Infowise Ultimate Forms</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Assume I was working without Infowise Ultimate Forms; I would need Power Apps or SharePoint Designer to create and update my form design and add the company logo and branding. Sometimes it would also be necessary to add bits and pieces to make responsive web pages. By responsive webpage, I mean an application that works well with all different kinds of devices.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We would also need SharePoint Designer Workflows or Workflows created by using Flows to make sure that the processes work well so that if there is an approval necessary, one would need to add items and create the structure.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Let's discuss the possible scenarios using an example, say Customer Onboarding in a Bank.<br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customer Onboarding: How does an account creation work in a bank?</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The process of customer onboarding begins with the request to open an account. Say an individual wants to open a bank account. He will either call or visit the branch. He then needs to fill-up the form and submits it to the bank. He also needs to provide a set of documents, commonly known as KYC or Know Your Customer Documents.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Once the bank receives all the documents, a team of Legal and Compliance officers checks all the information that has been provided by the customer.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">If all the information is found current, a new account is created for the customer.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This the first step when a customer gets introduced to the banking service for any bank. It's is very important to have this process streamlined. If the customer is happy with the service, it will not only ensure his loyalty, but he might also recommend other people, thereby increasing profitability for the bank.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">However, this is a very lengthy process and has multiple levels of checks and approvals by Legal and Compliance teams for the information provided.&nbsp;<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Bank-Onboarding-33.jpg" alt="Infowise-SharePoint-Ope-Account" width="700" height="124" /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customer Onboarding: Forms and Process in a Bank</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To create a Customer onboarding process, one of the most important things is to create a form, which will have all the information about the customer. Traditional consists of an innumerable number of fields and options. All information like the type of account, Branch details, Nominee information all gets stored here.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To create a form, with a large number of fields as the customer onboarding form, it is necessary to make sure that the form is interactive.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Bank-Onboarding-022.jpg" alt="Infowise-SharePoint-Banking" width="472" height="742" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">My requirements for the form include:</span> <ol style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It must have the proper bank color branding and logo.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The form needs to be divided into blocks of information, using accordions and tabs. This will help us to segregate the information.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The fields need to update on the selection of a given field. For example, if my account type is Joint Account, I need to provide the name of another account holder. If it is a Personal Account, then I will not need another account holder.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Fields need to be viewed based on form type. As in the case of Account Number, New Item should not show account number, but Edit form needs to have an account number fields.&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Field level permission to edit.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Once the form has been created, it needs to go through an approval system.</span></li> </ol> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customer Onboarding: Creating a solution using SharePoint, PowerApps and Power Automate (previously known as Microsoft Flow)</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As soon as you create a list of items in SharePoint, by default, a complete set of forms (New, Edit and View) are created in SharePoint. Though the forms are responsive, it's very difficult to add features like hide/show on the selection of an item or hide fields on the type of action like New Item or Edit Item.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">A solution for that is to use PowerApps. However, with PowerApps, we can either change only the form design or create a mobile/iPad based app. Though I can code the app to hide and show fields, based on conditions, a certain amount of coding skills is necessary.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Moreover, there is no easy drag and drop option to create tabs and accordions to arrange data or any quick custom CSS to change the look and feel.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Once the forms are created using Power Apps I nee,d to use Microsoft Flow to update the approval process. However, this also includes a learning curve and might not be a quick drag and drop solution.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This, in turn, means that I have to move between applications to create a perfect solution.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Bank-Onboarding-01.png" alt="Infowise-SharePoint-Open-Account" width="700" height="333" /><br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customer Onboarding: Creating a process using SharePoint and Infowise Ultimate Forms</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise Ultimate Forms, on the other hand, solves my problem quickly. I could add CSS and quickly create a custom design and branding. Even the conditional show and hide of the account number field can easily be done using the checkboxes. I can add rules and permissions easily, even in each field. I can add custom style to my fields and not just forms and even custom notification.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Custom Validations and Rules can also be easily set on the click of a button. Best of all, everything is either drag and drop or clicks, something that an ordinary user can create. The Form designer also has good documentation, available just by clicking the help icon on the top right corner.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise Ultimate Forms also come with a detailed section on Business Logic, where you can easily create alert and approval processes n the click of a button.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I can easily create my entire solution in SharePoint, without moving around to any other application. Thus it is simple, easy to use and convenient, even for a non-technical user.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I had fun mapping out my process using Infowise Ultimate Forms. What solutions are you guys working on? I would love to hear about them.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Join me next week as I share more about the data and charts-based application. I have been working on.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span>https://www.infowisesolutions.com/blog/--how-i-quickly-built-a-customer-onboarding-(account-creation)-solution-for-a-bank-using-infowise-ultimate-formsDebolina DasguptaMonday, November 11, 2019https://www.infowisesolutions.com/blog/--how-i-quickly-built-a-customer-onboarding-(account-creation)-solution-for-a-bank-using-infowise-ultimate-formsThe Breadth of Features in Ultimate FormsOne of the things that never fails to impress me is just how many different functions Ultimate Forms can handle. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-07_9-13-50.png" alt="" width="700" height="338" /> It&rsquo;s easy to take this for granted. Typically, when someone is using UF they&rsquo;re just solving an immediate problem &ndash; &ldquo;Oh, I need a form,&rdquo; or &ldquo;I want to set up an Alert,&rdquo; or something like that. But the wonder is that you can use the same tool to do such different and distinct tasks &ndash; and so many more as well! This really hit home for me recently as a result of two things. The first was the &ldquo;Build It&rdquo; session I recently did on setting up an automated site deployment system. This included creating a form, setting form and column views based on both permissions and form state (new, edit, or display), adding validation rules, creating actions that would update data columns automatically on new items, creating actions that would build new sites with dynamic information pulled directly from the input list &hellip; and more! <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-07_9-16-56.png" alt="" width="700" height="393" /> The fact that you can perform so many tasks in Ultimate Forms is really more than a little amazing. And then there&rsquo;s the new Business Solution Template functionality. I don&rsquo;t know if you&rsquo;ve had a chance to explore this yet, but in a nutshell, you now have the ability to use an existing site template to instantly build out a full featured business solution. Templates can include pages, libraries with folder structure already created, lists, and navigation &ndash; and, all the Ultimate Forms tools that have been built to support their operation, including Actions, Alerts, Forms, and more. The only thing missing is your data. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-31_10-57-32.png" alt="" width="700" height="338" /> I think the true value of this is that UF allows us to think a little bigger when we&rsquo;re working with our sites. The next time you&rsquo;re starting to build out a process, I want to encourage you to stop and think for a minute. In addition to the problem you&rsquo;re solving in the moment, what is your ultimate goal - and what Ultimate Forms features can you take advantage of to get you there? If you&rsquo;d like to see the Build It session on site deployment, it&rsquo;s available to you <a href="https://www.infowisesolutions.com/webinars/details/74">online</a>. You might also want to check out this <a href="https://www.infowisesolutions.com/blog/deploy-business-solutions-in-sharepoint-online-with-a-single-click">blog</a> and this <a href="https://www.infowisesolutions.com/training/getting-started/creating-a-site-from-a-business-solution-template">tutorial</a> regarding Business Solutions templates.https://www.infowisesolutions.com/blog/the-breadth-of-features-in-ultimate-formsPhil GoldThursday, November 7, 2019https://www.infowisesolutions.com/blog/the-breadth-of-features-in-ultimate-formsSharepoint and Office 365 in ManufacturingMachines and assembly lines are humming across the globe, turning billions of capital dollars into millions of products every day. The manufacturing world is vast, and it is quite challenging to keep track of all changes and where you fit in as an organization. Manufacturing products involve various stages, such as research, design, development, prototyping, production, quality control, and marketing. The conversion of raw materials into useful products is a complicated process to manage. Controlling several interdependent production lines is a challenge on its own. Having been at one end or the other in the supply chain, you can quickly see how multitudes of compiling errors can happen. When such misfortunes occur, they are a cause of significant financial losses to the business and personal pain to all involved in the production process &mdash; and the importance of software that creates and manages your information becomes more evident than ever. SharePoint office 365 is a perfect information management software for manufacturing.<br />Office 365 and its various components not only assist enterprises in managing complicated manufacturing processes but enhances productivity through empowering personnel with open and shared knowledge systems.<br />SharePoint office 365 for manufacturing provides many services that enable industries to run administrative and operating processes smoothly. It assists enterprises in operating product manufacturing efficiently by improving visibility and quality tracking. Besides, it provides immediate access to experts by taking advantage of team sites where employees can not only share ideas but view product deliverables and convert resources to tasks. SharePoint office 365 for manufacturing makes industries free from manually managing complex documentation necessary for production and distribution processes. It stores data about product manufacturing specifications, contracts, reports, product histories, along with CRM processes. <br />SharePoint office 365 for manufacturing manages to streamline cash flows by tracking records of bills, shipment, and on-time delivery. It deals with overdue bills that can cause adverse effects on the productivity of the industries. The provision of business intelligence via SharePoint office 365 for manufacturing helps industries to cater to demands, identify trends, manage production strategies and maintain records for the progressive growth and development of the products. With this software, the trades can avail presentations, statistics, document templates, and product research. Hence, SharePoint with Office 365 software used for product manufacturing establish a strong relationship between seller and consumers. <br />SharePoint office 365 for manufacturing tackles manufacturing challenges by providing enterprises with distinctive sector-focused packages. The packages are super easy to install, update, and configure according to the demands of each enterprise. Due to the simplicity, mobility, and flexibility, this software is a top priority of business owners. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><strong>Following are some of the services/benefits provided by SharePoint and office 365 for the manufacturing sector:</strong><br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">1. </span>Document Management</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint Office 365 manufacturing</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;software deals with complex documentation of the industries. This software offers a generous space to store data. It is a replacement of physical storage that does not need any manual effort. With this software, the industries can maintain seller/consumer contract documents, product information, track of equipment usage, and maintenance. It does not need any high reliance. Instead, it provides a platform to associate forecasting, organizational systems, and the shop floor. Hence, it reduces time and effort in documenting manufacturing processes and keeps the focus of the organization on the core activities of the product manufacturing. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">2. Unified Platform<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The miscommunication between cross-functional teams can lead the organization towards a downturn. Therefore, SharePoint with Office 365 provides a centralized platform where employees collaborate and share their ideas related to product manufacturing. It ends the repetition of common errors, duplicity, and misalignment. Through this platform, employees are well informed about their tasks. This software also provides a search engine through which employees can gather not only information about the product but can even know news, upcoming events related to the marketing of the products. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">3. Mobility</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">In this era of digital transformation, the change and adaptation in business strategies and policies are necessary to meet the increasing challenges of product development and its marketing. So, SharePoint with Office 365 is empowering the sales team by providing enhanced mobility features. Through this service, the sales team can avail of every information about product manufacturing and its marketing on their mobile devices. In this way, a strong bond is built among the members of the sales team that enhances the credibility of the product and industry. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">4. Vendors Portals<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Industries are using web portals to communicate with stakeholders or trading partners for a better understanding of initiative, purpose, and launching of products into the market.&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint Office 365 for manufacturing&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">software is used to create</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">seller, consumer and employee portals. Through this software, the industries can administer, monitor and share contracts with their trading partners. It facilitates the trades to track performance metrics, purchase orders and on-time delivery of the product. In this way, not only the products grow and develop, but it gives a better view of the vendors to see the efficiencies of the industries that are serving them. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">5. Product Cycle Mangement<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint Office 365 for manufacturing&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">software manages the product lifecycle, engineering change orders (ECO), and complex workflows. It is used to boost entrepreneurship, collaboration, and international communication. This makes SharePoint with Office 365 software a successful CIO&rsquo;s top preference for product life cycle management. Besides, it provides information through an organized, search powered inventory that reduces the inconvenience of time taken requests from extended members and makes the team members of product lifecycle management stress-free. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">6. Lean Manufacturing<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Recycling of waste products is a challenge to the industries as these waste products are toxic enough to threaten our environment. Therefore, lean manufacturing is adopted by the industries to minimize the exposure of waste products in the environment. Through this process, waste products are recycled without affecting the growth and development of the product. By using SharePoint, the industries can digitize and control their manufacturing processes by utilizing built-in workflow capabilities. It eliminates waste produced by manual handling. This software is designed primarily to control manual processes such as stock transfer authorization, purchase request, vendor/customer system, item templates, and reimbursement of expenses, thus freeing up resources to assets to emphasis on core business.|<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span>https://www.infowisesolutions.com/blog/sharepoint-and-office-365-in-manufacturingAmir ShingrayWednesday, November 6, 2019https://www.infowisesolutions.com/blog/sharepoint-and-office-365-in-manufacturingThe benefits of adopting SharePoint and Office 365 in Manufacturing With the increased use of SharePoint and Office 365 in the manufacturing sector, manufacturers had to reconsider roles, talents, and tools throughout their organizations. Technology adoptions provide employees with new digital and soft skills, encouraging workers to expand their technical horizons by providing them with modern tools,&nbsp; for immersive learning experiences.<br />SharePoint and Office 365 for Manufacturing are revolutionizing the sector by providing a simple management system for each phase of production. Consequently, it is not only increasing productivity but optimizing operations and unlocking new areas for growth. SharePoint and Office 365 for Manufacturing modifies and automates manufacturing processes by using integrated workflow capabilities and manual information handling. This digitization of industries assists in developing and validating processes that ensure the reliability of products. Manual processes such as inventory transfer approval, purchase requirements, seller/consumer operation, product set-up, and cost compensation are run by SharePoint and Office 365 for Manufacturing. Such granular control of the supply chain allows industries to concentrate on their core activities of customer satisfaction and delight.<br />Making people-centred data storage, communication of ideas across mobile devices, and access to information to every employee are the key features of SharePoint and Office 365 for Manufacturing. Office 365 and its components provide services such as design, infrastructure and application development, personalized workflows production, and managing and reporting on-going maintenance of machines. SharePoint and Office 365 for Manufacturing is super-easy to install, configure, customize and upgrade according to the need of the enterprise. Hence, SharePoint and Office 365 for Manufacturing, leading industries towards progress. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><strong>SharePoint and Office 365 in industries is capable of the following:</strong><br /></span> <h2>1. Paperless Documentation</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The document management capabilities of SharePoint assist in keeping seller/consumer contract documents, product histories, and equipment commands. Hence, it reduces high reliance on manual documentation. Besides, ERP/ CRM can be integrated with SharePoint by using out-of-the-box connectors for managing and maintaining documents such as procedures, agreements, work orders, and compliance records. These documents are administered by resilient document management policies, for instance, versioning, preservation and record statement. SharePoint provides a medium to associate scheduling, administrative structures, and the shop floor.&nbsp;<br /><br /></span> <h2>2. Cashflow Management</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint makes streamline cash flow by avoiding delays and reducing tasks' finishing time. It manages late bills, scheduled shipment, contested POs, and issues of shipping. In this way, SharePoint builds a strong seller/consumer relationship. The follow-up of the tasks and co-ordination among employees of the industry both have a significant impact on the growth and development of the products. Therefore, SharePoint deals with these impacts by providing item tracks through closure.<br /></span> <h2>3. Business Intelligence</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint is a software that transforms data into applicable intelligence and knowledge by estimating the needs of the products, identifying trends, controlling production development, and optimizing record levels. It is a fully-featured system that offers innovative BI self-service capabilities that work with a flexible array of applications by combining data from different systems. To improve inventory planning, this software provides front end input to a master production scheduling system. Hence, it increases product development effectively by planned decision making using real-time data.</span> <h2>4. Integrated Platform collaboration</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint provides a unified communication platform to collaborate with cross-functional teams of the industry to remove duplicity, misalignment, repetition of common mistakes, and limited information dissemination. Various stakeholders can also communicate together via the SharePoint communication platform to discuss multiple processes involved in the manufacturing of the products, such as conceptual design, research, drafting, documentation, quality, and quantity.<br /><br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">5. Enhanced Mobility Features<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint is an excellent medium that assists the mobile sales team. It benefits organizations with information on the products, metrics, presentation, case studies, document templates, and real-time production data on mobile devices. The provision of additional information is made possible by maintaining sales collateral that is essential to improve the legitimization of the industries.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">6. Established Vendors and Clients Connections<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Web Portals are necessary for the connection of organizations with trading partners to take advantage of collaborative opportunities and benefits. SharePoint provides web portals that build specific management tools and enable the organization to exchange contract reports, performance metrics, and purchase orders with their trading partners. It manages and monitors contracts with their suppliers and develops various contract management capabilities. In this way, SharePoint offers a better view of manufacturing processes to suppliers, which eventually increases their efficiencies in cater to your industry. Besides, SharePoint allows license holders to serve supplier portals with no additional costs.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">7. Product Lifecycle</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint has become the progressive CIO's top-priority for PLM/PDM. It is used to improve innovation, teamwork, and management on a global scale. Besides, it can also free PLM/PDM team members from the haphazard of time-consuming requests from extending members by providing information through a centralized and searchable database. In this way, members are encouraged to search the data themselves. SharePoint promotes the creation of collaborative work-spaces for work-in-progress projects and offers a database of mark-up comments for the preservation of virtual objects. To facilitate process-centred functions such as engineering change orders, the workflow of SharePoint is leveraged.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">8. Higher ROI<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">ERP solutions are often generally developed for an industry with minimal adaptation to your enterprise. By using a generic answer, competitive advantage can be lost. ERP tools cannot fully support the business processes that have changed over time and are unique to your organization. Systems should be assisted by systems, rather than dictating which systems will operate. Adaptation of ERPs is often prevented and can be expensive. A cost-effective solution for customized business applications and particular business roles arrives with the SharePoint Framework. The flexibility and abundance of features of SharePoint's platform off-box reduce development times by 40 percent, thus improving ROI and market time.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.https://www.infowisesolutions.com/blog/the-benefits-of-adopting-sharepoint-and-office-365-in-manufacturing-Amir ShingrayWednesday, November 6, 2019https://www.infowisesolutions.com/blog/the-benefits-of-adopting-sharepoint-and-office-365-in-manufacturing-Create Fully Featured Sites with a Click<h2>The new Business Solution templates provide a fast way to roll out a robust tool.</h2> I don&rsquo;t know about the rest of you, but I have to say I&rsquo;m pretty darned impressed. Even as someone who has known and worked with the Infowise development crew for some time, I have to admit that I&rsquo;m a bit shocked at how well and how quickly the new Business Solution templates work. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-31_10-57-32.png" alt="" width="700" height="338" /> By using these templates, you can rapidly deploy a business solution that will include built-out pages, lists, libraries, and navigation. Not only that, but Ultimate Forms features like custom forms, Actions, Alerts, custom IDs, and on and on, will also be included. The only thing that&rsquo;s not there is your data. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-31_11-11-54.png" alt="" width="700" height="338" /> You can build your new site as a subsite to your starting place, or replace the contents of an existing site with the templated information. <p style="text-align: center;"><img style="border-width: 1px; border-style: solid;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-31_10-59-19.png" alt="" width="350" height="244" /> &nbsp;<img style="border-width: 1px; border-style: solid;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-31_11-01-16.png" alt="" width="350" height="196" /> Once you&rsquo;ve got your site, of course, you can modify it at will &ndash; change the look and feel, add more features, modify the Alerts or Actions, etc. But what an incredible boost to productivity to have your site 90% ready to go before you even start! The process is incredibly easy &ndash; you can see the <a href="https://www.infowisesolutions.com/training/article.aspx?ID=154">tutorial online</a> and see for yourself. In fact, the only thing that caused me the slightest moment of uncertainty was realizing that when I created a subsite from a template I still needed to install the Ultimate Forms app if I wanted to make any modification to UF features. What&rsquo;s already created will work just fine even without this step though, so you can truly go from nothing to ready to add data in five minutes or less.https://www.infowisesolutions.com/blog/create-fully-featured-sites-with-a-clickPhil GoldThursday, October 31, 2019https://www.infowisesolutions.com/blog/create-fully-featured-sites-with-a-clickBusiness process solutions for banking services with multi-tabbed forms and multiple approvals using Infowise<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Hi there, this is Debolina again. I am back documenting my journey as a new user of Infowise Ultimate Forms.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It's almost a decade I have been working with SharePoint across various industries, especially banking. Today I would like to discuss a solution that we used to capture details about Vendors or Outsourcing Providers (osp). It was a solution based on a huge form with multiple tabs and sections and a large number of attachments. It also had various levels of approvals.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Looking back, I think my life would be so much easier if I had Infowise Ultimate Forms.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;&nbsp;</span> <h2><u style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Before I started (Existing Scenario):</span></u></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As a bank, one of the most critical concerns is data. With a huge amount of personal information about all the enormous customer base, one thing a bank cannot afford is compromised data privacy or data loss.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">However, the entire banking industry is changing. Going digital is the key. With so many apps and internet banking, banks can't build everything. Generally, they would get different vendors or outsourcing providers (sp) to look after the different types of applications they make. These vendors would have access to the internal system, and thus, before onboarding a service provider, it is essential to capture all the details about the company.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Before we started, for each vendor, the bank will store all the details about their company, with all the documents required for validation. Once the file is created, the file will then be sent to three different managers for approval. Once approved it will be evaluated by the governance team before the vendor or the service provider is onboarded. These documents were also submitted to the relevant government offices. As a bank in Singapore, it came under the Monitory Authority of Singapore, and it was necessary to submit documents that comply with the standards defined.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/BankSolution03.jpg" alt="Infowise solutions financial services" width="700" height="334" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Every month, invoices and other relevant documents would be added to their files. Sometimes, a bad review or good review would also be added to the file.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As you can imagine, that would be a huge number of documents in a file for even a single vendor. Moreover, with the innumerable number of departments in a bank, like credit and loans, customer service, etc., it was not only difficult to add vendor information. It was also very difficult to edit and update in case some of the vendor details got changed.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It also made auditing of records very difficult.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The Solution:</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">When we started the project, we faced the challenge of creating forms that were easy to use and had all the possible details of the vendors with attachments. We came up with a mockup as below with multiple tabs and sections to help easy the input of data.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/BankSolution.docx.png" alt="Infowise banking solutions made easy with multi-tabbed forms" width="700" height="355" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I used SharePoint On-Premises 2013 and created the solution using Dot Net and jQuery. I designed the form and added the client-side libraries to create custom tabs and accordions. Then I mapped each field to the list and used SharePoint libraries to connect with the Lists of data. We also added options to add attachments that would get saved in the SharePoint Lists.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Furthermore, I used SharePoint Designer to add custom workflows and email notifications.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Our solution was a success, and we release the application one month before the delivery date. Moreover, our department was the first one in the bank to earn an ISO 9000:2015 accreditation, and this SharePoint based solution played a considerable role in the ISO certification process.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The application took almost one month to get completed with a waterfall development model. We went through a cycle of requirement gathering, development and testing.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">However, I think if I had a solution like Infowise Ultimate Forms, things would have been so much easier. With a large number of stakeholders, it would be easy to develop forms based solutions using Infowise forms and agile methodology.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Guess how much time it took me to create the form below? 15 min. It's that easy. I created tabs, sections and added fields and attachment fields. I also tested my way on different screen sizes. I can add alerts, processes, permissions and even custom CSS without even using any other tool.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/BankSolution04.png" alt="Infowise banking solutions" width="700" height="371" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Also, don't forget to check the template manager. Infowise ultimate forms come well equipped with some predefined template-based solutions. It helps you to add predefines business processes to your tenant. It might be that the solution that you are trying to create already exists!<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/BankSolution02.png" alt="Infowise banking solutions" width="700" height="504" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Have fun exploring. I will be back again with more scenarios where we can use Infowise Forms as I keep trying it out.<br /><br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise</span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart and robust tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span>https://www.infowisesolutions.com/blog/business-process-solutions-for-banking-services-with-multi-tabbed-forms-and-multiple--approvals-using-infowiseDebolina DasguptaWednesday, October 30, 2019https://www.infowisesolutions.com/blog/business-process-solutions-for-banking-services-with-multi-tabbed-forms-and-multiple--approvals-using-infowiseWhat is a SharePoint communication site<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">A SharePoint communication site is a platform for publishing content in a visually appealing format for reaching a broader audience. It has always been at the heart of collaboration as it is a new vision of building&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">team sites</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. With a smart intranet vision, you are now able to expand the tools to deliver an out-of-the-box experience for extensive internal communications.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint communication sites are simple, fantastic intranet interaction platforms that work across devices. These&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint sites</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;offer new and creative designs to get started quickly and help integrate your look and feel. Furthermore, they easily create pages that use&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">web parts</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;from SharePoint to add rich functionality and pull data from other devices. By using SharePoint, you can connect with your readers and get their details along with information regarding the working of site and content.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Announcing events, launching products, or organizing campaigns can be done via&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint communication</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;sites to get insights and expertise by the team on the subject. One of the significant aims of these sites is to communicate broadly and effectively.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">A communication site can be launched in just a few clicks by using default site templates and selecting the appropriate page layout without any additional coding or complex customizations. They also provide images and videos to beautify your content as the showcase of rich content on the website is lucrative for readers.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">These communication sites power the organization's intranet as they are default sensitive, and it does not require any effort to be used by mobile devices. This makes end-users and SharePoint developers happy. Consequently, it saves time for developing and fixing the responsive design.<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Publishing content via SharePoint communication sites is prolific.</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The SharePoint communication sites are brand new&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">team sites</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;that can be created from&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint home</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. They are used to create pages for agencies and archives for documents. These sites are mobile-friendly and are modified to showcase information visually beautiful.&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Site designs</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;with&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">web parts</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;are an essential feature of these communication sites. Besides, "blank" is offered with customized editing to create the design of your choice.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The communication sites can modernize classical sites via&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Modern Pages</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;as they are provided with a unique site template. The communication site designs are contemporary and broad screen sites for building beautiful and attractive pages. Besides, these designs have options such as Topic, showcase, and blank. These options have a variety of functions. For instance, by using "topic," you can share&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">information such as news</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">, updates, status, and events. Showcase is used for posting images, photos, or live stream videos for launching any product or organizing events. Blank is given to create the design of your choice. These site designs can be edited as well.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Each site design is provided with web parts such as the&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">hero web part</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;for bringing site emphasis and using visuals for grasping the attention of the readers. Another web part is the news web part for the winning team by publishing exciting content on site. For displaying detail about upcoming events, products, and campaigns, the&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">event web part</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is used. The document web part showcases the default document library, which can be altered easily. Highlighted content web part is also preferred for displaying data from a library, site and&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">site collection</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. Sharing a selection of images, photos and videos are done by using the image gallery web part.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Site creation</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;from SharePoint communication sites may be embedded with the Yammer web part for extraordinary bi-directional communication features. This includes people's profile and comment section web part. By using people's profiles, you can add many readers as a team whose profile pictures will detail the information of the readers.&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Site creation</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;via page templates is a direct link with your readers. The comment section is provided for encouraging readers to give suggestions regarding the content of the website. Also, you have an option of deleted comments.<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Benefits</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The communication sites are beneficial in many ways, with advancements and modernization over time. These benefits are discussing below:</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint online</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;sites are provided with search engines for employees to find data.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Intranet communication allows users to communicate and collaborate on a broader level.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">These sites are adaptable to many devices, such as mobile phones.&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The authoritative sites have been revolutionized by using photos, images, and live stream videos.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The evolution of Share Point has advanced the interface, such as page layout, tools, and interaction design.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The development of SharePoint focuses on client development. Hence, it is increasing industry-standard practices extensively.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The use of the content on the website shows its popularity among readers that able you to tune your site by providing content for readers' interests.<br /></span></li> </ul> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">How to create Communication sites?<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Communication sites are created like&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365 Group</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. The basic methodology of creating communication site is given below:</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Choose and click SharePoint from the&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365 App.</span></strong></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Select&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Create site.</span></strong></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">You will have two options. Choose&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Communication Site.</span></strong></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Now, you have to choose a site template as it is a page layout that can be altered later. Therefore, choose&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Topic</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. In this section, you will be provided with photos and images for the setting of your page layout</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">.</span></strong></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The right side of the screen shows site name, site address, site description, and select a language.&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Write the name of your site in the&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">site name.&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Next, put the URL in the</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;site address.&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Then, write a description in the&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">site description</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;of your website, i.e., the purpose of this site.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Choose language and click finish.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Finally, the site has been built.<br /></span></li> </ul> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">What sets communication sites apart?<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The new communication sites are not provided with Quick Launch or left-handed side menu. Similar to Office 365 Group site, a new site is created as a separate site collection by using the SharePoint communication site. Besides, these sites are offered with new web parts, out-of-the-box&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">site designs,</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;topics, customized&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">homepage,</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;and a blank. These sites are convenient for broadcasting data. Hence, these sites are the future of website development as they mainly focus on building creative and extensive websites for communicating and collaborating with the broad audiences effectively.&nbsp;<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise</span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart and robust tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs. &nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span>https://www.infowisesolutions.com/blog/what-is-a-sharepoint-communication-siteAmir ShingrayTuesday, October 29, 2019https://www.infowisesolutions.com/blog/what-is-a-sharepoint-communication-siteAll you need to know about Microsoft Flow<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">If you need your Apps and services to be integrated on the cloud so that they can connect smoothly with each other, then Microsoft Flow is your efficient tool. This article is&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">all you need to know about Microsoft Flow</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. This cloud-based tool streamlines the processes by enhancing efficiency and productivity by enabling anyone and everyone within the organization to automate their daily tasks and processes without having to fill a ticket for a developer that comes in on the high horse.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">By automating your daily business tasks, Microsoft Flow allows you to focus on more significant milestones. Flow links up different Apps on the cloud, collates data from them, gets them in-sync, sends you timely notifications and well, leaves a lot more to be done with it. It refers to automated workflows as &ldquo;flows.&rdquo; At present, Microsoft Flow assists you by linking apps and services such as Dropbox, Dynamics 365, Facebook, Office 365, OneDrive for Business, PowerApps, SQL Server Twitter, and many more.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It&rsquo;s the triggers that Microsoft Flow operates on. After these triggers, it will initiate the responses, permitting apps to interact with each other. When a trigger occurs, &ndash; you might have gotten mail! &ndash; The corresponding app would transmit a signal to other apps saying that certain functionality was activated. These signal receiving Apps would then respond in accord.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">How does Microsoft Flow Empower its Users</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Flow empowers you by making your life a little easier by automating your routine tasks such as data collection, notifications sorting, alerting, pinging, and whatnot. It does so by dividing its automation workflows into three main categories.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The first is automated Flow, and it gets triggered with the onset of a pre-selected event. For instance, a document has been updated by a user, Microsoft Flow will send a notification to all users signalling the document&rsquo;s update. The second category is scheduled Flow, which, as the name suggests, is triggered at a specified time &mdash; for example, the users receiving a regular ping about an upcoming meeting. The third category is tagged as button flow, which relies on the touch of a key to trigger a positive flow. </span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Flow&rsquo;s Capabilities</span></h2> Microsoft Flow&rsquo;s capabilities are wide-ranging. You can start with the list of templates that they have ready for you to carve out an ample amount of time from your otherwise hectic routine. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Here is a sampling of ready-made templates&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Template #1</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">: Save Office 365 email attachments to OneDrive for Business</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">With this template, you would not miss any email attachment if you find yourself cluttered with emails. Through this template, any attachment in the incoming mails would get saved automatically.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Template #2</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">: Get emails for positive tweets</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This template lets you track the positive feedback on Twitter regarding any particular hashtag you are following on Twitter. You would receive a notification when any positive post is being tweeted corresponding to your interest.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Template #3</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">: Create new events on Google Calendar from Office 365</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Flow will create a Google calendar event once an event is formed on an Office 365 Calendar. This way, you won&rsquo;t miss any of your event commitments.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Template #4</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">: Track your work hours and work location</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This template will track your out-of-office timekeeping. With the columns, you will create yourself, such as date, timestamp, and location, Microsoft Flow will keep track of your current time and place. You will be receiving a push notification for all your work-related runs.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Template #5</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">: Selectively post Instagram photos to Facebook</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">No need to switch apps when posting a social media update. Microsoft Flow will display the same photo (with caption) that you published on Instagram, on your Facebook account.&nbsp;&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Template #6</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">: Save tweets to an Excel file</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">With this Microsoft Flow template, you can track your tweets smoothly. Get all your work-related tweets automatically archived to an Excel File which you can create on Dropbox or OneDrive.&nbsp; &nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://flow.microsoft.com/en-us/templates/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Learn more about Microsoft Flow templates</span></a> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Flow Use Cases</span><strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /></span></strong></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Flow has a wide-ranging service provision. Because you can create your own flows, the uses cases opportunities are unlimited. It provides users with integration possibilities for Dynamics 365. The following are some of the use cases for how it accomplishes the integration. <br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Tailoring not-to-be-replied-directly emails with options buttons</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Preloaded options are provided with every email sent out by the case managers as they want the customers to not reply directly to their emails. There can be a way for these case managers to send an email without having to tag an options button for the customers. By selecting the &ldquo;send an email with options,&rdquo; you will have the ease of setting up an option button. The email can also be tailored with corresponding actions or a time delay for shooting the email.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customers are directed to a &ldquo;confirmation screen&rdquo; just as they respond to the email. If they select an option, such as closing off their case, then this selection would activate a workflow in Dynamics to do just that. But the cases cannot be closed directly with the update record action in Microsoft Flow. <br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Saving Storage by Shifting Attachments to SharePoint</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Attachments in Dynamics 365 for Customer Engagement by Notes can take up a lot of storage. Microsoft Flow solves this problem by offering a way for these attachments to be shifted to SharePoint. Users start from a blank Flow template and then select for the Dynamics 365 connector. The Flow is then set to trigger the creation of a new record. Users can set a condition, after which the system checks for an attached document. Users are recommended to check Document Locations for a defined path. And then, affirm the records&rsquo; length stored presently. Next, the users select a SharePoint connector. Lastly, the action of updating a file removes the attachment, and it gets shifted to SharePoint. <br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Approving workflows in multiple stages</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Often the users need to be notified in various instances &ndash; from numerous managers and stakeholders. The hierarchy of approvals can be mapped out with the help of the manager field in the User Entity. This use case is about setting up a multi-stage approvals system. The procedure gets initiated with the sales rep&rsquo;s creation of the record in Dynamics 365, signalling that it needs approval through a custom field.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The Flow gets triggered, spotting the record, its creator, and the creator&rsquo;s manager. It then formulates a dynamic approval email to convey it to the manager. There is a limitation to this Flow, which is that it cannot capture the CRM entity&rsquo;s URL. This URL is usually provided in a custom field from where the Flow can register it. The entity&rsquo;s approval email shoots out, and when it is approved, a signal is sent to the creator after the second person in the hierarchy supports it. <br /><br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Flow Plans and Costs</span><strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /></span></strong></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Flow Pricing starts from $5.00/month. They have a free and subscription pricing model. They also offer a free trial without the need for the users to submit their credit card details. Following is a glimpse into their pricing plans:&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Flow-Plans.png" alt="" /><br /><br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise</span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart and robust tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs. &nbsp;https://www.infowisesolutions.com/blog/all-you-need-to-know-about-microsoft-flowAmir ShingrayMonday, October 28, 2019https://www.infowisesolutions.com/blog/all-you-need-to-know-about-microsoft-flowYour Short Guide to Microsoft PowerApps<h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">All about PowerApps</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /><br /></span></strong></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The creation of PowerApps is another innovative initiative taken by Microsoft. It gives developers and nontechnical users the ability to make mobile applications from a list of templates with the help of Microsoft Azure. It is a dashboard for various services, connectors, and data platforms, which gives the user the convenience for a swift application development environment to create a fully customized application.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">With the help of Microsoft Azure and PowerAps, people can quickly develop, manage, and share business process applications on iOS, Android, and Windows devices. PowerApps is connected with a couple of Microsoft-based applications and also with other third-party apps that Microsoft developed, including applications such as SQL Server, SharePoint, and OneDrive in the Office 365.&nbsp;<br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Why Does Your Business Require Powerapps?</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /><br /></span></strong></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft developed PowerAppswas primarily to address productivity issues companies were facing. The principal objective of PowerApps is to allow companies to enhance their capabilities through the development of applications, without going through the hassles of coding or hiring someone expert in the field.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Just like in editing software, all you need to do is to insert all the necessary graphical and written content through the drag and drop and typing feature. These tools turned App development to a simple process similar to PowerPoint, very easy for nontechnical or technical users to use.&nbsp;<br /><br /></span> <h2><strong>An Efficient Business Application for your Mobile Devices</strong></h2> PowerApps mainly functions as a medium of a service that allows you to create and operate your own business applications on a couple of software by Microsoft. Initially, this requires a lot of hard work and ideas for developing the application. However, once your application is developed its easy for you to keep a check on the information through it rather than filtering a lot of folders and files. These new PowerApps manages the whole application very efficiently by keeping everything filtered and gives you the advantage to focus only on operating the app. It contains a drag and drop feature, which makes it convenient for you to customize and design various things according to your own choices such as text, field, choice field, graphical content, forms, and other screens that will make your application complete in terms of every aspect. &nbsp;You can simply connect your business application with several other applications and data sources. All you need to do is develop an app and publish it. <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">PowerApps usecases </span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><strong><br /><br /></strong></span></strong></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Pharmaceutical Distributor uses PowerApps to strengthen their customer relationships&nbsp;</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Hawkary Pharmaceuticals, one of the largest pharmaceutical distributors in Iraq, are entirely dependable on their team of sales representatives to develop and retain good relations with doctors through direct one-on-one interactions. The sales manager took the initiative of developing a customized application where he can himself store data, and enhance communication with the help of Microsoft Flow.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;He used the Application to determine the company&rsquo;s sales representatives and their supervisor's performance and boost the efficiency of communication between doctors and sales teams.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">After the functioning of the Application, the supervisors were able to perform various tasks in a timely fashion due to smart alerts and notification sent out by the Application. In addition to the fact that supervisors were able to make strategic decisions based on data available to them through the App. Based on data results, They were able to prepare better plans for their targeted regions and were capable of accomplishing a daily bunch of tasks.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Hawkary Pharmaceuticals is testing another App after witnessing the growing acceptance. He is building this new App so that the representatives can access consolidated information more conveniently within the DRM.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Custom Air Products and Services Manages HVAC Manufacturing Process Using the PowerApps Platform</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The Custom Air Products and Services is a Houston based provider of heating, air conditioning, and ventilation solutions. They used the Power Platform for tracking sign-offs during the manufacturing process, managing the sales quotes, tracking and sending notifications about root cause analyses, and so on. The data for these apps are stored in SharePoint or their accounting software, Microsoft Great Plains. The solutions were built by some data analysts with no prior experience. The Power Platform solution has completely replaced the old paper-based sign-off process and is still functioning to retain their success.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Virgin Atlantic drives agile wins for its mobile workforce with the Power Platform</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The manager of a quick-win development team entitled IT Lite at the Virgin Atlantic has a team of SharePoint and Dynamics experts along with full-stack .Net developers. They work closely with internal stakeholders and departments, enabling them to go on a journey towards a successful digital transformation. The manager was passionate about Office 365 and is now using the Power Platform in conjunction with Office 365 and Dynamic 365 to provide new ways of working with various business departments.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The business engagement manager for engineering learned about PowerApps and Microsoft Flow through his Office 365 and Microsoft blogs. He realized the need for a PowerApp and decided to build one powered by Power BI dashboard in a day. It transformed the way the aircraft engineers thought about IT development. It allowed them to re-engage with this area and have an application ready for testing by the end of the day. The Application turned out to be a success. Every engineer was given access to the App by incorporating it into their iPads. They were able to view the audits scheduled for them conveniently without any hassle.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Plans</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /><br /></span></strong></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">All customers, whether they are new or old who wish to renew their plans, have the flexibility to decode Flow peruse or business process plans:<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Flow per user plan:</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Select individuals to form unlimited workflows and business processes based on their requirements. This means the existing flow P1 and P2 plans will turn down into one simple per-user plan with a price of $15 user/month.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Flow per business process:</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It includes the implementation of critical business processes with capacity that serves teams, departments or the entire organization for unlimited users. The price is going to be $500 business process month/month for up to 5 active workflows.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Cost</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">External users (authenticated) will be $200 for 100 logins/month.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">External users (anonymous) will be $100 for 100,000 web page views/month.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Internal users can access portals using a PowerApps per App or user plan as per above.</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<br />Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;https://www.infowisesolutions.com/blog/your-short-guide-to-microsoft-powerappsAmir ShingraySaturday, October 26, 2019https://www.infowisesolutions.com/blog/your-short-guide-to-microsoft-powerappsOffice 365 for single physician medical practice<h2>Healthcare System: office 365 for single physician medical practice</h2> Information sharing and the aspects associated with collaboration is essential for every sector, including healthcare, as it allows the concerned authorities to execute the daily administrative operations in an organized manner. <em>&ldquo;The two areas that are changing... are information technology and medical technology. Those are the things that the world will be very different 20 years from now than it is today.&rdquo; Bill Gates</em> Whether its private practice setup or hospital, every healthcare system needs to be modernized and empowered with Office365. It provides the best possible, cost-effective healthcare IT solution FOR individual medical practitioners and healthcare providers. <h2>Data and Record-Keeping</h2> These modern diseases and new treatment methods required a superior approach to collecting data. Microsoft&rsquo;s new features can help tackle some of these issues by empowering healthcare teams and allowing healthcare providers to collaborate and connect safely. Software now plays a crucial role in digitizing and maintaining patient records, hence, enabling various healthcare facilities to maximize efficiencies, reduce spending. All while allowing all health partners instantaneous access to precise patient details. <h2>Cost Saving for Family Doctors, Single Physician Practice</h2> Office 365 is an integrated experience that can help healthcare organizations improve patient care and reduce operational costs by enhancing collaboration and communication between doctors, nurses, staff, and independent specialties and healthcare professionals within single or multiple organizations.&nbsp; <h2>Collaboration</h2> <h3>&middot; Teams for Healthcare</h3> Built on Microsoft 365&rsquo;s stable, compatible platform, Teams provide all healthcare workers with a common way to communicate in real-time, organize patient care, and maximize operational efficiency.&nbsp; &ldquo;Based on our research, Microsoft Teams directly addresses the top challenges facing healthcare providers in electronic messaging in hospitals and health systems.&rdquo; &mdash;Greg Caressi, Frost &amp; Sullivan <h2>Scalability:</h2> Office365 allows to easily configure systems of a patient&rsquo;s needs. As opposed to the hardware infrastructure, the ever-expanding patient data can be easily maintained and managed. Think about how much space you need to keep health records for five years. It allows us to virtualize and store the medical data in a protected cloud storage with the aid of secure computing and recover it in seconds. <h2>Productivity tools:</h2> Technology is already playing a vital role in digitalizing everything. Therefore the single medical practitioners are also getting benefits from it. Sometimes, the place in which you want to practice defines the performance of a solo practice. Rural or suburban areas tend to be more suitable for solo medical practice as medical needs are considerably less significant, and other medical resources are less contested. But on office365, you get productivity tools for yourself at your home. You can keep the data without travelling or having any trouble. It helps to enhance the decision making of a single medical practitioner. People now tend to work independently, and office365 provides a chance for this purpose. It offers flexibility in clinical practices. <h3>&middot; Safety and Security of Data</h3> Just as in other sectors, service provision expectations were raised due to the arrival of highly efficient digital services, the healthcare system needed to be revolutionized. The new development enabled the latest technology of office365 to make its way into the healthcare system. Although confidentiality remains vital for health care providers, consumers can also take control to know more about how to use and maintain their electronic health records. You can use this handy guide to see what happens to medical information once it is connected to an online health record, whether you have new health insurance or have had insurance for years. Protection of patients&rsquo; privacy and making sure their PHI, i.e., Protected Health Information, remain safe and secure needs best HIPAA-compliant email providers. HIPAA (Health Insurance Portability and Accountability Act 1996) is a data privacy legislation in the US that provides security provisions for safeguarding medical information. The HIPAA-compliant email providers allow electronic communication with patients. This software controls the content you send and allows you to encrypt HIPAA compliance information. It is easy-to-use-one-click-technology as the user does not need to switch email providers or the way they work to be HIPAA compliant. Good patient care starts with a clinician provided with direct access to the right records, the ability to communicate efficiently, and the peace of mind that all of these contacts are safe and consistent with the rights of patient data security. It was hard for the healthcare staff to maintain a combination of comfort and regulation. As a consequence, some physicians have switched to using consumer chat apps. Such an oversight can pose significant safety, enforcement, and privacy risks to patient data. And this can also lead to hefty penalties for inadequate information management and security in the hospital community or individual medical practitioner. Microsoft worked closely with health leaders such as Duke University and Emory University to develop its HIPAA Business Associate Agreement (BAA). <h2>Conclusion:</h2> Office 365 can be helpful if you do not already use a considerable email service or prefer to stay on a different site. Easy access via the secure portal is available for the practitioners. Outlook integration also helps in this purpose. More proof of the relations between competition in medical practices and prices paid for medical services could illustrate the impact on health care expenditure of recent changes in the medical organization and help guide health market competition policy. Data keeping has become easy and accessible through office365 for single practitioners, and they can record the data and save it easily.<br /><br /> <h2>Infowise</h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart and robust tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.https://www.infowisesolutions.com/blog/office-365-for-single-physician-medical-practiceAmir ShingrayWednesday, October 23, 2019https://www.infowisesolutions.com/blog/office-365-for-single-physician-medical-practice Get inspired with SharePoint modern experience<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint Modern Experience was built to be more persuasive, versatile, and useful. Recent experience facilitates the creation of beautiful, dynamic sites and mobile-ready pages for everyone. SharePoint is an intranet design that fits an organization's business and culture, but all too much time was spent applying arcane customization techniques that have accumulated over the years. With the SharePoint team site, you can connect with your team with content, information, and apps you needed daily. To create and manage lists of data or storage and collaboration of files, a team site will be a great help. It is the most uncomplicated and most innovative intranet for the modern workplace.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The main difference between classic and modern experiences is that the perfect experience is built on the grading system of site-collection and subsites, with inherited navigation, permission, and site designs. However, in advanced skills, the site is a collection of a series of places, and all of them can be connected to a central hub site, a flat layout with sites sharing access, branding, and other elements. This kind of design is much more flexible and adaptable to the organization's changing needs. The basic principle and excellent practices for any site and page navigation are the same in both classic and modern SharePoint experience. <br />However, the options and preferences for implementing navigation differ, based on the layout and framework of the site and intranet. The inherited shipping is the experience provided with the outstanding knowledge of SharePoint but not available in modern SharePoint experience. However, the cross-site navigation, which is provided by the hub-sites, is a feature that is previously available by the managed navigation and site hierarchies and classic SharePoint. Also, in traditional SharePoint experience, the organization's brand needed several sites of defaulted themes, and site designs require a considerable amount of personalization to match. Also, they are not very receptive, allowing different devices an inconsistent experience.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The other feature of SharePoint lists and libraries is the most talked about. The difference between the two is that the SharePoint lists hold the main content that is required. The material consists of rows, tables, and columns (like in excel) for data and metadata this table in SharePoint called a SharePoint list. <br />The calendar on the header is also part of the SharePoint list, while SharePoint's library is the exclusive list (only created to store document) that already exists in SharePoint as a particular web part for storing ENT document, and known as a Document library.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Some website branding includes unique master pages and alternate CSS implementations to be used. SharePoint Online offers an expanded set of standard web themes and (or templates) page layouts that are adaptive and look great on any device. With web themes, you can configure the emblem and colours of your page to match your product and brand. Website templates provide sites with unique configurations and other functionality. While updating SharePoint, the fear of losing any data is now solved with modern SharePoint, now personalized logo, themes, and site designs can be achieved in additional branding without breaking any update. To know more about advanced branding options in modern experiences, read and figure more about branding SharePoint sites. If you have publishing platforms and publishing-enabled websites in your company, you know the importance of building an enticing and productive website for a large number of people to facilitate information. The communication apps in modern experience make it easy to create beautiful, interactive, and powerful mobile-ready sites and websites. Nonetheless, there are variations from the classic publishing, though, and think about scheduling your transition to the new world of modern SharePoint experience.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint's most powerful pages (and websites in general) help users quickly find what they need, so that they can easily be informed to make their decisions, also being informed about the updates and access to the tools of their need and connect with people to help solve a problem. The communication, collaboration, and office work can be made much more easily adaptable and accessible with SharePoint modern experience.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Search is an important part of any website&ndash;you want people to find quickly and easily what they are searching for. SharePoint has both a classical and modern SharePoint experience, where the recent version is Microsoft searching in SharePoint. The most visible difference is that the search box for Microsoft is located in the header bar at the top of SharePoint. There is another distinction of personalization. The results you get, even when you search for the same words, are different from what other people have. Based on your previous activities and new links in Office 365, you will see findings once you start typing in the search box, and the results will be changed when you click.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The SharePoint homepage contains various default web parts. A news section is where you can place and display posts about essential or exciting items for the team or organization. Just by clicking the headline, you can see the news or entire article. You can easily edit, save, and change or publish the article by clicking on the edit button present on the top right corner of the page.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365 groups is a powerful and generative platform for SharePoint online users that uses the calendar and chat together from outlook, information, or data from SharePoint online, tasks from Planner, and a shared OneNote notebook for single collaboration space for the team or organization. If office 365 enabled all new and existing team sites presented on office 365 groups. Office 365 is in the access of every group member and every group member an add additional document libraries lists or web apps as needed. A SharePoint group or a distribution list is not required.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">If you have implemented publishing websites and publishing-enabled sites in your corporation, you know how important it is to build enticing and productive websites for a large number of people to facilitate information. Communication sites make it easy in modern practice to create beautiful, engaging, and productive mobile-ready sites and websites.&nbsp;</span> <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowie-for-sharepoint-office365.png" /> <h2>Infowise</h2> <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.https://www.infowisesolutions.com/blog/-----get-inspired-with-sharepoint-modern-experienceAmir ShingrayWednesday, October 23, 2019https://www.infowisesolutions.com/blog/-----get-inspired-with-sharepoint-modern-experienceDeploy Business Solutions in SharePoint Online with a Single ClickHi, <em>Ultimate Forms</em> is a great platform for developing comprehesive, yet easy-to-use, business solutions in SharePoint. Our customers and partners use it to build everything they need to run their organizations more efficiently, be it rather simple <em>Expense Reports</em> or advanced <em>Project Management</em>, <em>HR</em> or <em>Help Desk</em> solutions. We even offer some of the more common and widely used solutions for download, free of charge, on our website. Once you get one, you can further customize it according to your needs, using just your browser, no development skills of any sort required! Up until now, the installation process of these business solutions in Office 365 was a bit complex. You had to download a site template, create a site from it, install Ultimate Forms and then use <em>Template Manager</em> (an included component of <em>Ultimate Forms</em> you should really learn more about!) to apply the settings to the site. Not rocket science of course, but the multitude of steps and the implied knowledge of SharePoint inner workings make it less than ideal. There should be a better way! And now there is. Building upon the amazing technology we developed in our <em>Template Manager</em>, we are now able to replicate any site, including all lists, web part pages and <em>Ultimate Forms</em> settings across tenants. That means that you can replicate a business solutions we created (and in the future, one of our partners) and have it set up in your environment with a single click! We will create a site (or use your existing one), create/modify lists (including columns, columns settings, content types and views), create and update web part pages, set up quick links and apply all of our settings, including alerts, actions, print templates, forms and much more! It really is that easy! Let me show how it works. First, download and install <a href="/ultimate_forms">Ultimate Forms</a> in your Office 365 environment (sorry, this article is about SharePoint Online, our on-prem customers can already use a different, but equally simple, mechanism). Once you load up the app, you will see the new <em>Install Business Solutions</em> button on the top menu bar. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20191023bs1.png" alt="" /> Click on it and you will be taken to our <em>Solution Gallery</em>. Note the vendor selector at the top. At this point you can see our business solutions under <em>Infowise Solutions</em> and our webinars under <em>Infowise Webinars</em> (yes, you can now install the exact sites used in our webinars and workshops and try out what you were shown on your own. Isn't that cool?!) <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20191023bs2.png" alt="" /> Here you can browse our business solutions. They are free of charge, all you need is a license for <em>Ultimate Forms</em> and you can install whatever you need. And, once installed, you can modify further to exactly match your requirements. Think of it as your starter kit for building advanced modern business processes in SharePoint. Click on the solution you want to install. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20191023bs3.png" alt="" /> Here you can see a detailed explanation of what the solution offers, as well as a tutorial video. In the top right corner you can find the installation settings. See the big blue "Install" button? That's basically all you need! You can choose to install as a new subsite under the current site (recommended) or to modify the current site. Note that when you choose to modify the current site, you should be aware that if your site already contains lists with the same names as the ones used by the solution, they will be modified and you might lose your data. You should really only use this option on new sites (and it should be a Modern site). Clicked on Install and agreed to the prompt? The process will start running now and you will be able to see the real-time progress. You shouldn't expect any problems, but as there are sometimes glitches in the SharePoint Online infrastructure, nothing is ever 100% :) Let's say, 99.9% is where we stand. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20191023bs4.png" alt="" /> It should take about 2-3 minutes for the process to complete, the longest part is the creation and setup of the various lists and document libraries the business solution uses. Plenty of time to get that cup of coffee you've been dreaming of for the past hour or so! <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20191023bs5.png" alt="" width="700" height="222" /> &nbsp; And we are done! Click on "Close" and be taken to your newly created and configured business solution. You will also receive an email with the log. Now can there be anything easier than that?! We invite our partners and partners-to-be to use this platform to promote and sell their own solutions. We are working on a trial and licensing mechanism to be integrated as well. Like what you see and want to be able to develop and install business solutions internally? You already can! All you saw here uses our <em>Template Manager</em> component that you already have. If you haven't done so yet, contact us and get your own credentials free of charge. Log into <em>Template Manager</em> to create, manage and apply your own business solutions within your tenant. The complete deployment mechanism I just highlighted is at your disposal!https://www.infowisesolutions.com/blog/deploy-business-solutions-in-sharepoint-online-with-a-single-clickVladi GublerWednesday, October 23, 2019https://www.infowisesolutions.com/blog/deploy-business-solutions-in-sharepoint-online-with-a-single-clickPatient Registration App on SharePoint using Infowise Ultimate Forms<h1>SharePoint in Healthcare Industries.</h1> In my career span, I have worked on many SharePoint implementations for healthcare industries apart from other industries. These implementations were mainly ranging from intranet portal to business process automation for giant hospital chains as well as individual practices. Such frequent use makes me believe stronger that SharePoint is widely popular among healthcare professionals. Healthcare industries are one of the most regulated industries, which need adherence to regulations, and it makes a lot of data exchange between different stakeholders. Managing this large amount of data efficiently is challenging tasks and SharePoint, along with Infowise, provides good solutions, which are widely acceptable by CIOs of these industries. <h1>Challenges faced by Healthcare Industries.</h1> <ol> <li>Real-time access to information and patient&rsquo;s medical reports.</li> <li>Integration with the various medical care system.</li> <li>I am managing multiple document types.</li> <li>Validation and authenticity of medical records are crucial in highly regulated healthcare industries.</li> </ol> <h1>Few examples of SharePoint solutions implemented for Healthcare Industries.</h1> As healthcare industries restrict information management and its exchange due to strict regulations by authorities. It is mandatory to store information for a long time for audit purposes; at the same time, it needs to be easily and quickly accessible, retrievable and searchable. If I wish to categorize the solutions built by me on a SharePoint platform for healthcare industries, these can be broadly categorized as follows:- <ol> <li>Content Digitization and Management(ECM) &ndash; Image libraries, E- prescription, Patient scheduling, Patient billing reports, Physician referrals, EMR database, Templates, Forms, Patient Forms, Admission Forms, Insurance Forms, Diagnosis reports.</li> <li>Enterprise Search &ndash; Document Search, Diagnostic reports search, Physician search, Patient search.</li> <li>Hospital Process Automation using workflows- Admission procedure, Appointment procedure, Pathology reports, Discharge procedure, Patient-monitoring reports.</li> </ol> <h1>Patient Registration App on SharePoint using Infowise.</h1> I am going to take the example of the Patient registration form, which is commonly used in both hospitals and clinics. I have listed the steps of creating a patient registration app using SharePoint and Infowise. I could have used other tools like Infopath forms, Nintex etc. but I wanted to build it rapidly, responsive and solution should be cost-effective and durable. As a result, I chose Infowise Ultimate forms, which did not disappoint me. Please refer to my <a href="https://www.infowisesolutions.com/blog/how-i-created-a-businesses-app-of-my-choice-in-just-half-an-hours-using-infowise-ultimate-forms-for-sharepoint-and-office-365">blog</a> for installing Infowise forms in SharePoint online environment. <h2>Create a SharePoint custom list for Patient Registration App.</h2> Kindly note all these steps are performed on SharePoint online for this example. As the first step, create a SharePoint list with the below-listed columns or fields. <ol> <li>Patient&rsquo;s First Name - Single line of text</li> <li>Patient&rsquo;s Last Name &ndash; Single line of text</li> <li>Are you Medically Insured? &ndash; Radio button Yes or No</li> <li>Patient&rsquo;s Gender &ndash; a Choice column for Male or Female</li> <li>Marital Status &ndash; a Choice column for Married or Single</li> <li>Date of Birth &ndash; Date Picker column</li> <li>Age &ndash; Single line of text</li> <li>Communication address - Multiline text box.</li> <li>Same as communication address &ndash; Radio button yes or no</li> <li>Permanent address &ndash; Multiline text box</li> <li>Contact Number &ndash; Single line of text</li> <li>E-mail address &ndash; Single line of text.</li> <li>Any existing medical history? - Multi-line text box.</li> <li>Any known allergies? - Multi-line text box.</li> </ol> <h2>Steps to design the SharePoint list form using Infowise Ultimate forms.</h2> Follow the below steps to design the Patient registration app using Infowise Ultimate forms. <ol> <li>Click on Design, available in the ribbon on the SharePoint list.<br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Design-Ribbon.png" alt="SharePoint Healthcare Apps-Design Ribbon" width="657" height="38" /></li> <li>Design the Modern Form, using Modern form designer.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/SharePoint-Patient-Registeration-App-02.png" alt="SharePoint Healthcare App" width="700" height="314" /><br /><br /></li> <li>Apply dynamic values to the column using default values and dynamic rules.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/SharePoint-Patient-Registeration-App.png" alt="SharePoint Healthcare App" width="700" height="347" /></li> <li>Use Column validation for applying custom validations on columns; I used for email id validation.</li> <li>Themes can be applied to your form using Theme control.</li> <li>Similarly, custom CSS can be applied to the form.</li> <li>Once done with changes, publish the form.</li> </ol> <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/SharePoint-Patient-Registeration-App-03.png" alt="" /> <h1>Issues encountered and its troubleshooting steps.</h1> Being my first app on Infowise, I faced a few issues while setting up Infowise, I must admit that Infowise has intuitive error messages, and their description is quite explanatory and easy to understand. As I am working on modern SharePoint sites, I was getting an error for enabling custom scripts on the site, as by default, custom scripts are disabled on SharePoint online, and this needs to be explicitly enabled through PowerShell script. Here is the script, which I used to enable custom scripting on my site. <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/SharePoint-Patient-Registeration-App-Error.png" alt="Error message I faced while creating a SharePoint Patient Registeration App" width="700" height="74" /> Set-SPOsite &lt;SiteURL&gt; -DenyAddAndCustomizePages 0 The above script may take 24 hours to get the change reflected on site. Refer <a href="https://docs.microsoft.com/en-us/sharepoint/allow-or-prevent-custom-script">https://docs.microsoft.com/en-us/sharepoint/allow-or-prevent-custom-script</a> for more details about it. This is how I built a simple patient registration app to show how quickly and easily this process can be automated using SharePoint online along with Infowise Ultimate forms, which is responsive, built quite rapidly and did not require complex development skills. In my future blogs, I will add more examples from healthcare industries. Keep looking on this page&hellip; &nbsp; &nbsp;https://www.infowisesolutions.com/blog/patient-registration-app-on-sharepoint-using-infowise-ultimate-formsAbhishek DubeyTuesday, October 22, 2019https://www.infowisesolutions.com/blog/patient-registration-app-on-sharepoint-using-infowise-ultimate-formsMicrosoft Office 365 and SharePoint for Dental PracticesMicrosoft SharePoint is a web-based content and document management platform. It helps business enterprises to manage the archive, documents, reports and other types of content that are pivotal for their business operations. Generally, SharePoint provides a <strong>modern workplace</strong> to upload and manage your content, where it can be easily organized, shared, and can be accessed from any device securely. All you need is a web browser, whether it may be Microsoft Edge, Chrome, or Firefox, to start working on it. The <strong>modern SharePoint</strong> is explicitly made for the uncomplicated and error-free data collection, process, and storage. This original method of SharePoint enables every dentist or doctor for smart and quick assistance or administration. A dentist can avail of SharePoint's services like email or massive file transfer as a simple communication tool. With SharePoint, a dentist can audit or review access records to files and patient data. With a safe and simple online backup service, SharePoint secures the information or practice management. Usually, dental healthcare utilizes practice management software that resides on their databases and computers. Such records provide critical medical knowledge to run the business successfully. Office 365 is a clear and direct way for less time consuming dental service with satisfying patient's responses The need for revision and collection of information with discoveries and researches with maintaining a reputation in the career is the real struggle for many dental students or professionals. As dental students and practitioners have already involved with tremendous amounts of research. Therefore, maintaining all the information and documents is a real struggle for them They have a dire need for a more accessible <strong>user-interface</strong> to collect, store, organize a plethora of information and content. The integration of <strong>Office 365</strong> with SharePoint made it a breeze for the dentists and practitioners to store and organize the data, not just of patients. It also enables them to make calendar lists, task lists, announcement lists, major appointments for the surgeries, and so much more. Increasingly sophisticated intruder threats, most dental practices see the need for more advanced security coverage. That&rsquo;s why Microsoft has developed a new and risk-free security program for computers. The improved filtering system provides the following benefits with a security surface. It is quite evident that the Office 365 products have endless possibilities and services, but below are the few specific features that are most relevant for the dental practice today. <strong>ENCRYPTION OF EMAIL</strong>: It&rsquo;s the cardinal practice of every practitioner, doctors, and physicians to not disclose any information of their patients with anyone &mdash; the loss of any sensitive information of the patient breach the trust of the patients. SharePoint offers encrypted emails to safeguard the sanctity of the relationship between the doctors and their patients. <strong>LARGE FILE TRANSFER: </strong> Dentists and practitioners have tremendous data to send and receive daily. Moreover, all of the data and information have the utmost importance for their respective patients. The files of the data are significant due to mostly scanned copies of the files, and the computer may hang from time to time, which is catastrophic for the operations. With SharePoint Server, all the data and documents are easily shared with any designated personnel without any delay or lag. <strong>EXTERNAL USERS FACILITY:</strong> A healthy and friendly relationship between the healthcare provider and the patient is always the main objective of the smart healthcare system. With SharePoint, a dentist, or any other healthcare provider can share files with external users by making them guests. Sign in, and password choice is available in Office365. More notable, a healthcare provider can &lsquo;set expiration&rsquo; and choose how long, for instance, 30 days before the connection expires. <strong>ARCHIVING MESSAGES:</strong> There are several advantages to Microsoft&rsquo;s Exchange Online Archiving. The email archiving meets the HIPAA standards. Emergency links to all the messages that are already sent and obtained with an exact copy of the address for the release of electronic records disclosure. In modern times of today, the primary concern of every business and healthcare enterprise is to have a safe and secure platform. The confidentiality of patient&rsquo;s health information requires high tech data security. Poor communication or security can compromise the efficiency and productivity of the clinic. SharePoint provides a significant connection and collaboration system between patients and healthcare providers. SharePoint is a dynamic, open platform that makes it accessible from a single location to create and secure the patient&rsquo;s information. SharePoint and Microsoft Office 365 binds healthcare professionals easily with the files, data, people, and projects they need to perform in their practice or dental service. Collaborative tools like Microsoft Teams fill the communication gaps and use technology to facilitate internal conversations among doctors or dentists.https://www.infowisesolutions.com/blog/microsoft-office-365-and-sharepoint-for-dental-practicesAmir ShingrayMonday, October 21, 2019https://www.infowisesolutions.com/blog/microsoft-office-365-and-sharepoint-for-dental-practicesOffice 365 for Hospitals - Improving The Healthcare Sector<strong>Microsoft&nbsp;Office&nbsp;365</strong> is a suite of cloud-based collaboration and interactive tools that incorporate all of Microsoft's existing online apps (Word, Excel, PowerPoint, OneNote, Outlook, Publisher, Sway, and Access) into a cloud service. Office 365 is an automated software or integrated experience that can help hospitals improve patient care and reduce operational costs by enhancing collaboration and communication between doctors, nurses, staff, and independent specialties, health teams, and health care professionals in healthcare organizations. It is designed to help you achieve your passion for providing quality care and expand your hospital&rsquo;s health insurance portability and accountability. Built on Microsoft 365&rsquo;s stable, compatible platform, Teams provide all healthcare workers with a common way to communicate in real-time, organize patient care, and maximize operational efficiency.<br /><br /> <em>&ldquo;To all users of technology who are willing to take a chance, make a choice, and try a new way of doing things so that we can nurture and enjoy a happy, healthy planet.&rdquo;</em>&mdash;<strong> Katherine Murray, Microsoft Office 365 <br /><br /></strong> <h2><span lang="EN-US">The lates<span class="word">t and updated approach </span>for the healthcare system <span class="word">is the </span>Office365 for hospitals.</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The intricate ways healthcare services has been conducted for many years has changed now. Microsoft technology navigated the administrating and accounting functions of the healthcare system to a new era of development and improvement. Medical care has evolved into team-based care, incredibly large medical specializations, electronic patient data storage, and regulations for patient's privacy. Healthcare organizations and centers are working by securely collaborating with Office 365 for better communication, security, and patient care.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft 365 has signed a complaint standard for the safety and security of patient records or health information, which shows that office 365 for hospitals is proven to be a useful tool.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The healthcare professionals, including doctors, surgeons, or nurses, have several concerns in their professional life. Their prime concern is to be updated with day to day new information related to the drug, modified techniques, and tactics of any surgery or any new research related to the human body. This daily need for being updated can easily be achieved through office 365 with its unique features and technology. The healthcare staff deals daily with new researches, experimentation, and testing. The office365 has easy access to daily workshops, internships, or assignments scheduled for discoveries. The stress of having updated information can quickly be solved with security and compliance served through office365.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The patient's accurate information and health history must be documented correctly is the patient's prime concern. The reliability of the patient's health information is the most crucial factor that medical health organizations care about. Microsoft teams succeeded in implementing a care market instead of the cure market, where the caretakers and healthcare providers are successfully being engaged in healthcare services provision aided by new technology. The current improvements have to to with proper services delivery. An example will be updates related to patient's medicine information shared with all care provider teams.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">A healthy relationship between health care providers and patients can be maintained through persuasive communication. Office 365 enables healthcare providers or professionals to securely communicate or collaborate in real-time with patients or colleagues wherever they want. It also provides easy asses to schedule and links for both providers and patients for booking virtual appointments. Built on the secure, compliant Microsoft 365 cloud, the team gives all healthcare workers a familiar way to communicate in real-time, coordinate patient care, and improve operational efficiencies.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The improvements or productivity that office 365 provides to healthcare organizations include advanced level coordination, enhanced collaboration, and an agile healthcare team. A fully equipped and informed team is what a healthcare organization needed for a better and healthy future.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Healthcare organizations work more productive through a Microsoft technology created by the Microsoft Excel team. The efficacy and productivity of the overburden team decline with time. The Microsoft office enables the team to work efficiently in peak hours of a rush as well as in every emergency. The daily need for data entry, including the record of the patient's current status. Staff needs to collaborate with clients, patients, and their families to keep up the increasing demands and keep quality of service.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It enables users to collaborates or communicate or handling data or details in the strive of seeking quality or maintaining the quality indeed. The caretakers can have quicker information about any health alert, protocol, or in emergency circumstances or for better regulations. They will have easy access to information anywhere anytime. Caretakers, either in elderly care or home care, can have far quicker access to information.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Many patients choose hospitals based on the behaviour and reputation of staff and healthcare provides. A kind and friendly staff are more functional and skillful in public dealing. The overfull patients in healthcare wards or emergency departments are one of the many problems that nursing staff need to face; a systemized way is Microsoft office that enables the team to work with fewer errors.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowie-for-sharepoint-office365.png" alt="Infowise for sharepoint and office 365" width="700" height="438" /><br /></span> <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart and robust tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.https://www.infowisesolutions.com/blog/office-365-for-hospitals---improving-the-healthcare-sectorAmir ShingrayMonday, October 21, 2019https://www.infowisesolutions.com/blog/office-365-for-hospitals---improving-the-healthcare-sectorModern Form Designer is a Full-featured Framework for Fast FunctionalityIf you&rsquo;ve already started using the new Form designer with your Modern experience SharePoint sites, you&rsquo;ve also probably noticed that there are some big changes in how you work with your list and form information. When you use the older style tab form builder, you get a nice-looking form, sure. And, you&rsquo;ve always had the ability to do more advanced work with the list data by adding validation to column fields, or manipulating view or column permissions. You could even add dynamic rules and create default values for your form to ease the users&rsquo; jobs. These choices are all still available to you &ndash; they&rsquo;re listed as features under &ldquo;Classic forms&rdquo; on the new interface. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-14_7-53-44.png" alt="" width="700" height="315" /> But the new Form designer doesn&rsquo;t have these features listed. Oh, dear, what shall we do? Well, how about going into a new Form and looking &ndash; because all those features now exist within the Form designer itself! <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-14_7-40-47.png" alt="" width="700" height="312" /> Personally, I think this is terrific. In addition to the usual controls over look and feel, the modern Form designer gives you all the other tools you need, too. And, because of the Form designer&rsquo;s nested structure, you can apply permissions around visibility and different levels &ndash; showing or hiding entire sections, tabs or individual fields as is needed. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-14_7-41-25.png" alt="" width="700" height="314" /> &nbsp;I also find the new interface very easy to work with, although I&rsquo;ll admit that I had a learning curve to get over. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-14_7-47-16.png" alt="" width="600" height="494" /> There is one place where you need to be a little careful. Since the form can contain multiple nested containers, it&rsquo;s pretty important that you select the right one when you&rsquo;re making changes &ndash; especially with permissions. There has been more than one occasion when I&rsquo;ve made changes only to find that I&rsquo;ve hidden an entire container rather than a single tab or a single field &hellip; hey, none of us are perfect, OK? The good news is that it takes just a minute to fix the problem and republish the form. Overall, the new UI provides a quicker, cleaner, and more logical approach to the whole process of form building and control.https://www.infowisesolutions.com/blog/modern-form-designer-is-a-full-featured-framework-for-fast-functionalityPhil GoldMonday, October 14, 2019https://www.infowisesolutions.com/blog/modern-form-designer-is-a-full-featured-framework-for-fast-functionalityTime to Get ModernWhen it comes to the SharePoint Modern Experience, there may be a little trepidation in embracing something that looks and acts so differently from the SharePoint we have known and loved all these years. But I have to tell you, as I&rsquo;ve worked with it and continued to explore the possibilities, I&rsquo;ve become increasingly excited about them. The SharePoint Modern Experience adds some exciting functionality. There are tradeoffs &ndash; some things work differently, and some customization features have gotten to be very difficult to do. But overall, the Modern Experience gives you newer tools and different ways to accomplish your business goals. The developers at Infowise have done a pretty good job at adapting Ultimate Forms for this Modern experience, too. Have you noticed that the &ldquo;jigsaw&rdquo; Design icon for Ultimate forms is now part of the Modern List menu bar? <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-11_16-24-09.png" alt="" width="700" height="191" /> And a bunch of Ultimate Form web parts &ndash; things like rollups, filters, and charts &ndash; are available to add on Modern site pages. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-11_16-25-30.png" alt="" width="700" height="349" /> Of course, the cr&egrave;me de la cr&egrave;me is the new Form designer, which is a big upgrade on the old-style Form Tab feature (not to say that that didn&rsquo;t work well, but this new tool is &hellip; wow!). And you&rsquo;ve probably noticed how that UI is making its way through the rest of the application, such as on the Ultimate Forms feature page. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-09-26_10-15-52.png" alt="" width="700" height="314" /> You may also have noticed that when we deliver webinars these days, or publish tutorials, we&rsquo;re tending to use the Modern experience in our examples. We even recently rewrote all the documentation we use for the workshop training we offer, setting all the labs up to use the Modern experience. This was quite a chore, but we felt it was important to help people understand how both SharePoint and Ultimate Forms are continuing to evolve by showing UF in action in the new environment. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-08-20_6-53-41.png" alt="" width="700" height="338" /> So, if you&rsquo;ve been holding back, don&rsquo;t! It&rsquo;s time for you to Modernize yourself, and your organizations. I think once you get used to it, you&rsquo;re going to be a convert like me. <strong><span style="text-decoration: underline;"><em>NOTE:</em></span></strong> Make sure you install the secondary Infowise Ultimate Forms Extensions app to make sure everything functions as expected in the Modern experience!https://www.infowisesolutions.com/blog/time-to-get-modernPhil GoldFriday, October 11, 2019https://www.infowisesolutions.com/blog/time-to-get-modern How I Quickly Built a Complete SharePoint Expense Claim with Forms, KPIs, Charts and Workflows<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Dear Readers, I have been trying out Infowise Ultimate Forms for a month now, and I must say it's very user-friendly. I don't even need to write any code.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Troubleshooting &ndash; Descriptive and user-friendly error messages.</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Let's begin with my troubleshooting story.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I have been working on an expense claim form for a while, and today I deployed it to another site. However, as I opened my Ultimate Forms Design Page, I faced an error. It said that Custom Scripting is blocked.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I liked the fact that not only the error message was pretty descriptive; it also provided a link to understand the exact problem.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Needless to say, I quickly sorted the issue by running a quick command-line script. I was impressed by the intuitiveness of the app. Instead of me trying to deploy some form and then realize that it doesn't work, I realized the issue as soon as I logged in. It saved me debugging time.<br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-custom-script.png" alt="Infowise for SharePoint, messages for trouble shooting" width="720" height="78" /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Trouble-Shooting-02.png" alt="Infowise-Trouble-Shooting" width="720" height="78" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Actions aka Workflows aka Process</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Once my error got sorted, I started working on my Form. I had already added an email notification. However, I wanted my Form to have some business logic. I generally use SharePoint Designer or Microsoft Flows, but I wanted to give the Actions in Infowise Ultimate Forms a chance.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Trust me when I say this, you will not be disappointed. I clicked on Actions, under the business logic menu, and was redirected to a page where I could create my Workflow. I liked the tabbed clean page, which gave me simple options like Actions.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I could easily create or update a List item by selecting the Action type and the kind of events like Create, Edit, View or Delete I wanted to run the Workflow for. I could also add events like the addition or removal of attachments to trigger the flow.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I can also schedule by Workflow using a timer job, or I can run it manually by changing the settings in the advanced fields. Even defining conditions are really easy. You need to select the Conditions in the dropdown. For my current list, I want the expense to be auto-updated as 'Yes' if the Balance at the end of the Month is equal or less than the Maximum Budget.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Drop-Down.png" alt="Infowise for SharePoint and Office 365, drop down menu" width="720" height="128" /><br /><br /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Also, there are many Actions that a user can define. If my condition is true, I can create or update List items or create a document library, or I can all some stored procedures or webservise available at a different location. I can also mix and match the Actions to perform more than one Actions.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">KPIs &ndash; Quick visuals using icons and colours&nbsp;</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Once I defined the business Logic, I wanted my List to look nice. I know, nice sounds very vague, but I wanted to add some colours and icons so that anyone who sees the list can immediately understand the data. Something like, if the balance at the end of the Month is red, you would know that the employee has claimed more than his defined limit.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">There are a large number of options available to solve this in <a title="Infowise ultimate Forms" href="https://www.infowisesolutions.com/ultimate_forms" rel="noopener">Infowise ultimate Forms</a>. I can colour code my fields, based on conditions or even add Icons. An icon like a Check Mark or a Cross, in my approval field, easily explains if the request has been approved or not. As they say, a picture is equal to a thousand words.<br /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Expense-claim-sharepoint-03.png" alt="SharePoint expense claim" width="720" height="374" /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Charts &ndash; Simple, Intuitive and code-less way to create responsive data visualization</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Often, I have been told that it is easier to have data in Excel. We can create a quick chart with data on a spreadsheet and visualize the data.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Well, I was in for a surprise when I started using Infowise Charts Webapart. It created a graph for me in minutes. I could define the type of chart I want, the values that need to be displayed on X-Axis and even the background colour and height and width.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This makes reporting much easier. Can you imagine how easy it is to create a management report? I can create a chart in a few minutes. It is also easy to update and is intuitive enough to be used by a non-technical person.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Expense-Report-04.png" alt="Infowise for sharepoint, advanced charts" width="720" height="374" /><br /><br /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Thanks to <a title="Infowise Ultimate Forms" href="https://www.infowisesolutions.com/ultimate_forms" rel="noopener">Infowise Ultimate Forms</a>, I completed my Expense Claim project in a very short time. I didn't need to create any custom Apps or use any other tool. I could easily create not only fantastic looking Forms but also attractive looking charts, without moving away from my SharePoint Environment. Moreover, it so easy to use; I can easily let my users create their forms and processes.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">That's all for today, but follow me as I explore the <a href="https://www.infowisesolutions.com/ultimate_forms">Infowise forms </a>features and train my users to create their Forms and processes.&nbsp;</span>https://www.infowisesolutions.com/blog/-how-i-quickly-built-a-complete--sharepoint-expense-claim-with-forms,-kpis,-charts-and-workflowsDebolina DasguptaFriday, October 11, 2019https://www.infowisesolutions.com/blog/-how-i-quickly-built-a-complete--sharepoint-expense-claim-with-forms,-kpis,-charts-and-workflowsTemplate Manager can now sync site structureHi, Have you heard of Template Manager? If you haven't, you should really pay close attention! Template Manager is a component of the SharePoint Online version of Ultimate Forms. It lets you copy Ultimate Forms settings between sites with just a click. It's ridiculously easy to: <ul> <li>Replicate your changes in settings from your development site to production</li> <li>Create multiple working copies of a highly customized site</li> <li>Deliver prefabricate solutions to your customers (even across tenants!)</li> <li>Copy your production site to another location for further development/testing</li> </ul> Template Manager is included with Ultimate Forms, all you need is to get your free credentials from us and you're good to go. Create your own templates or even use the prefabricated <a href="https://www.infowisesolutions.com/solutions">business solutions</a> we offer free of charge. Consultants among you: just think of the possibilities of being able to rapidly replicate the same site to many of you customers! Template Manager is not a few feature, it's been around for a few years (albeit, somewhat hidden under the gear icon in our old user interface). It was specifically developed to allow our partners to easily deliver complex business solutions based on Ultimate Forms by automatically copying all our settings from the source, template site to the customer site. Forms, actions, alerts, you name it, get copied over and modified to reflect the specific URLs and list IDs of the destination site. You have the flexibility to choose what features of Ultimate Forms to replicate (maybe you need just Actions?) and also which lists to replicate (all of them by default, but you can also select specific lists). The only condition is that the two sites (source and destination) have the same structure (list and their columns). It was usually accomplished by saving the site as a template and creating a copy from that template. The new feature I would like to talk about today is really exciting! Template Manager is now able to also replicate the list structure. It will create lists, add/modify/update columns and content types, sync views and even sync Modern web part pages and left-side navigation! So now you can create an empty site and run Template Manager on it to generate a whole new business solution from scratch, with just one click. We will automatically scan the lists in the source and destination sites, create new lists if needed and then go over the contennt types, columns and views in the destination list, making sure they are identical to the source.&nbsp; NOTE: if the destination list contains columns not found in the source, template list, those will be removed. Exercise caution to ensure you don't lose any data. If you are planning to sync list structure multiple times, make sure to make no manual changes in the destination site. With the new UI we recently began rolling out, Template Manager is taking its rightful place as a first-class component of Ultimate Forms, you can easily find it in the top toolbar. If you haven't done so yet, request credentials from us (email sales@infowisesolutions.com) and make you work easier!https://www.infowisesolutions.com/blog/template-manager-can-now-sync-site-structureVladi GublerWednesday, October 9, 2019https://www.infowisesolutions.com/blog/template-manager-can-now-sync-site-structureNew version of Ultimate Forms ExtensionsHi, As SharePoint user interface turns more and more into the Modern experience variety, more and more users are starting to adopt the new interface. <a href="https://www.infowisesolutions.com/ultimate_forms">Ultimate Forms</a> users benefit from the amazing features of Ultimate Forms in the new UI by installing Ultimate Forms Extensions app. A companion app to Ultimate Forms, it provides integration and features geared towards the Modern experience: <ul> <li>Toolbar buttons for list views in Modern experience, such as Design, Print, Alert, etc.</li> <li>A set of alternative modern web parts for Calendar, List Search and Chart components, as well as brand new web parts, Filter and Rollup.</li> <li>Modern forms you can create in our Form Designer.</li> <li>Support for Modern list views for our custom field types, such as Associated Items, Signature, etc.</li> </ul> We strongly suggest to always download and install Ultimate Forms Extensions when you use Ultimate Forms, even when you're not fully ready to completely switch to Modern. Just take a look at the amazing features of <a href="https://www.infowisesolutions.com/training/form-designer/creating-a-new-form">Form Designer</a>! We just released a new version of Ultimate Forms Extensions, <a href="https://storage.infowisesolutions.com/apps/Infowise%20Ultimate Forms Extensions.sppkg">version 1.1.6.0</a>, which adds the following features: <ul> <li>Toolbar integration into more list types.</li> <li>Centralized deployment option - this is the big one. You can now deploy Ultimate Forms Extensions directly from the Enterprise Catalog, without the need of adding it to each individual site (Ultimate Forms itself still needs to be added though). When you upload your .sppkg file to your Catalog, you are presented with the confirmation pop-up:<br /><img src="https://storage.infowisesolutions.com/images/documentation/1d373c6e-6b05-4104-8ca5-1023398e6f69/UPExt%20Trust.png" alt="" /><br />Notice the option to make the solution available to all sites? When checked, the app becomes instantly installed throughout your tenant, no need to individually add to each site.<br /><br />Note that if you already have the previous version added to the sites, you will need to remove it from each site, otherwise you will see duplicated toolbar buttons in Modern list views.<br /><br />Note that because of the centralized installation option, we are no longer able to detect if Ultimate Forms Extensions is installed. Note that you MUST install it if you are planning to use Modern forms in Form Designer. Although you will no longer see an error message when designing and deploying the forms, they will simply not load.</li> </ul> If you recently downloaded Ultimate Forms, then it came in a zipped archive containing both Ultimate Forms itself (.app file) and Ultimate Forms Extensions (.sppkg file). Just unzip the file and upload each one individually into your Enterprise Catalog. Download the latest version of Ultimate Forms Extensions <a href="https://storage.infowisesolutions.com/apps/Infowise%20Ultimate Forms Extensions.sppkg">here</a>! &nbsp;https://www.infowisesolutions.com/blog/new-version-of-ultimate-forms-extensionsVladi GublerWednesday, October 9, 2019https://www.infowisesolutions.com/blog/new-version-of-ultimate-forms-extensionsMicrosoft Office 365 in the classroom: An Overview of Tools and Methods<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Today&rsquo;s modern classrooms can significantly benefit from&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.microsoft.com/en-ca/education/school-leaders/teaching-and-learning" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Microsoft Office 365</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. Children from a young age can take advantage of the various tools and software that comes with Office 365 to enhance their classroom experience. Similarly, teachers and instructors can customize it to teach students most effectively. Microsoft provides a dedicated version of Office 365 for educational institutions called Office 365 for Education. Below we will detail how Office 365 brings classroom education into the 21st century.&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /><br /></span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_Building_a_21st" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Building a 21st-century classroom with Microsoft Office 365</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_Personalized_Learning_Initiatives" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Personalized Learning Initiatives</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_Sharing_is_Caring" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Sharing is Caring</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_Conclusion" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Conclusion</span></a> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Building a 21st-century classroom with Microsoft Office 365</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365 provides a robust set of tools to optimize classroom experience. OneNote, for example, can offer innovative ways to present notes, slides, hold class discussions, and more. Furthermore, it can improve grading, assignments and more to make sure the class time is dedicated to learning and discussion.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">OneNote can transform into a digital notebook where teachers and instructions can store class notes and all relevant information relating to the courses they teach. It can link to web content for research and also become a collaboration space. The best part is that since everything is digital, there is no more worrying about running out of paper in physical notebooks. The information can be accessed at any time from any compatible device, which makes it all the more convenient for teachers.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">PowerPoint slides have been used for years to deliver course presentations in class. While PowerPoint is still effective today, OneNote is equally better. Teachers can easily communicate more effectively with each other using OneNote. It&rsquo;s an effective way to share lectures, course notes and such with each other and gain advice and feedback. It also allows for collaboration to make more innovative content for the students. Implementation of tools such as OneNote in the classroom boosts the productivity of teachers and students benefit from better teaching methods. The 21st-century classroom places a priority on convenience, productivity and innovative teaching. It&rsquo;s all about clearing the clutter and making life easier for teachers so they can do the same for students.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The idea here is to transform the classroom so that students at a younger age can get a head start on computer literacy. It allows them to be more organized as they move up in education levels.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Personalized Learning Initiatives</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft has been working with schools as part of their&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://educationblog.microsoft.com/en-us/2017/09/fresno-study-student-outcomes-personalized-learning/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Personal Learning Initiative</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. Microsoft calls it&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://education.microsoft.com/blendedlearning" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">blended learning</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. Blended learning helps students learn at their own pace. It allows teachers to customize their teaching for each student. It&rsquo;s a lot more personalized, so each student gets the individual attention he or she needs. Depending on what assistance each student needs, instructors, can customize the curriculum so that students can succeed.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">During each class, instructors can provide students with short lessons and then each student can work on his or her own. The instructors act as mentors and guides, helping students understand the course material at his or her pace. Students can get instant feedback between lessons. The learning of each student is divided into two components. There&rsquo;s the physical classroom instruction component, and then there&rsquo;s the online component that allows for more of a collaborative learning experience. The online and classroom instruction components work in tandem with each other, and it provides for innovative yet effective teaching and learning experience. The best thing here is that before each class session, students are suitably prepared and have digested the lessons well. They can then contribute effectively in classroom discussions and display their knowledge of the lessons taught to them daily. This is a good way for instructors to get regular feedback on students&rsquo; performance, and it would help them customize the learning accordingly. Students are more in charge of their learning, and they become responsible learners. It makes students more independent and utilizes instructors as and when needed. Microsoft is pioneering education in the 21st century to make learning more personalized for each student. While classroom instruction is here to stay, this integrated and collaborative teaching is the future of education. Teachers form meaningful relationships with each of their students. Students become independent, responsible and productive learners.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The Personalized Learning Initiative has already shown to be a success at the regional level. The Fresno Unified School District worked with Microsoft and found that student outcomes became a lot better with Personalized Learning Initiative. The mix of classroom and digital instruction is already proven to be a trendsetter in the field of education.&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="http://edudownloads.azureedge.net/msdownloads/Fresno_PLI_Analytics_Report_Year_1_2017.pdf" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">One PLI teacher at Fresno</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is quoted to have said, &ldquo;The feedback aspects have been incredible. When I stand at the front of the class and say it live, there are lots of problems with the &lsquo;talking teacher.&rsquo; If I can spend time with them online while they&rsquo;re writing, it affects change in real-time. The tone of the classroom is relaxed, constructive, and allows kids to hear the feedback in a new way. I talk less but give more feedback. And it&rsquo;s working.&rdquo; This is an evolution in classroom education, and teachers have shown to enjoy mixing it up for students so they can have an effective and enjoyable classroom education. Feedback is personalized, and the students can learn and grow better.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Sharing is Caring</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">While Microsoft&rsquo;s Personalized Learning Initiative is still a relatively new concept in 21st-century education, software products like SharePoint have been around for some time. Microsoft SharePoint takes collaboration to a whole new level. In a time where the world is more connected than ever before, SharePoint has become the center of collaboration in the education sector. Whether it&rsquo;s teacher to teacher or teacher to student, any collaboration or group discussion can happen via SharePoint. SharePoint Online takes center stage in Office 365 as it works in tandem with Word, PowerPoint, Excel, and more. SharePoint sites can become teaching portals and resources for students. Teaching and learning can extend beyond the classroom where students and teachers can collaborate from wherever they are. SharePoint has redefined classroom instruction and the approach to education today. Group learning and teaching can easily be enhanced by Microsoft Teams as well. Microsoft Teams is very powerful as it provides an all-in-one sharing and communications tool. It can complement SharePoint Online as well. Microsoft Teams offers groups to work together on different channels. Teams can be divided into smaller units and channels can be dedicated to them. Students assigned to the same Teachers Assistants can have a channel of their own, for example. When it comes to teachers, Microsoft Teams goes the extra mile. With Office 365 for Education, you can switch on the Assignments tab in Teams. The Assignments tab gives teachers and instructors a convenient way to assign grades to assignments and provide feedback to students. Quizzes can be administered easily, thanks to Office Forms. Office Forms keeps things organized for students and teachers. Instant feedback can be given, as well as an instant score at times. Students could see their grades online and at times, receive them instantly.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Conclusion</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365 for Education is the perfect solution for modern learning and classroom instruction. It provides excellent tools and software for both students and teachers. These tools help simplify tasks so that more time is spent on learning in the classroom. It allows for effective student-to-student, teacher-to-teacher, student-to-teacher collaboration and communication. It enhances classroom learning and teaching and takes it beyond the classroom. Education in the 21st century has been more connected than it ever was thanks to the power of Microsoft Office 365 for Education.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Apart from Office 365, Microsoft&rsquo;s Personalized Learning Initiative is proving to be an excellent new way of classroom instruction. Personalized learning is helpful for both students and teachers. Teachers can provide individualized and personalized guidance to students and giving them appropriate feedback. Students can become responsible and independent learners with teachers and instructors acting as guides and mentors. Thanks to this collaboration of classroom instruction and technology, Microsoft is setting a new standard in the field of education.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <a title="Infowise, sharepoint based solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Education-N.jpg" alt="Infowise Sharepoint based Solutions for Educations" width="700" height="407" /></a> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> <a title="Infowise SharePoint Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">Solutions</a>, our client list includes some of the world&rsquo;s best-known higher educational institutes, that is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their <a href="https://www.infowisesolutions.com/ultimate_forms">Office 365 platform</a>, to its fullest potential to quickly build a wide variety of modern <a title="Infowise Office 365 Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">solutions</a>, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitization process.https://www.infowisesolutions.com/blog/microsoft-office-365-in-the-classroomiwcol-an-overview-of-tools-and-methodsAmir ShingrayWednesday, October 2, 2019https://www.infowisesolutions.com/blog/microsoft-office-365-in-the-classroomiwcol-an-overview-of-tools-and-methodsHow I created a Businesses App of my choice in just half an hours using Infowise Ultimate forms for SharePoint and Office 365<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I am Abhishek working on SharePoint for the last 12 years, and Microsoft certified SharePoint 2013 developer. I have worked on many business process automation projects for industries like Healthcare, Insurance, Information Technology, Legal and Automobile. SharePoint is quite popular among these industries because of the rapid development of applications, flexible workflows, forms and of course its popularity. I have been part of many implementations of SharePoint as Document Management System, automation of the business process, ECM, Intranet portals etc. In all the above applications, there were always requirements for building customized input forms with professional look and feel.<br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint is better and faster with great Addins/ Third part tools &ndash; Nintex, K2 and Infowise.</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I have used a few third-party tools for building various business applications on SharePoint like Nintex, K2 and Infowise in my career. These tools help to build responsive forms and complex workflows conveniently and rapidly. With the help of these tools or add-ins, we could achieve complex functionality delivered quickly and precisely to the customer expectations.&nbsp;<br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Why we jumped to Infowise?</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I was working on one project for Healthcare Company, this company was using SharePoint online and wants to automate Employee Onboarding process on it.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We initially thought of using InfoPath forms but client's requirement for customized UI could not be fulfilled with InfoPath forms, as they wanted a tabbed form with custom CSS based styling, and also news about the deprecation of InfoPath forms after 2023 made client reluctant to use it. We researched and found Infowise Ultimate forms, after reading reviews about it, and after chatting with Infowise team, we were surprised by their claim of learning Infowise in two hours and build simple SP template in half an hour All these factors compelled us to give a try to it.&nbsp;<br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Training packages were easy to find.</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As professionals, we always keen on the product which has detailed and precise training support, and Infowise did not disappoint us, we went through its basic training, resources for training can be found here.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/training/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/training/</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/webinars" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/webinars</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/documentation/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/documentation/</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Thanks to its detailed training which covers all aspects of it, after few hours of research and training we were able to create POC for our requirements, we could get the tabbed views with custom CSS style very quickly, thanks to well-structured training which helped us to get the quick understanding of Infowise Ultimate forms.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We followed their tutorials which can be found here&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/training/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/training/</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. They have extensive lists of topics which cover everything from basics to advance features of it. Here is the snapshot of their training page.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-documentations.png" alt="Infowise training materials" width="700" height="342" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Apart from it, there are blogs&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/blog" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/blog</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;and documentations&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/documentation/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/documentation/</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;available, which helps to gather views of others and also get information about installations, troubleshooting and pricing.&nbsp;<br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">How much time did I spend on training?</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I followed their documentation and tutorials to get an understanding of the product and could implement the prototype in a couple of hours. Also, if you have worked with InfoPath or similar products like Nintex, it will be easier for you to grasp it quickly.&nbsp; &nbsp; &nbsp;&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I believe one can start building an actual project after spending 4 to 6 hours on their training resources and as mentioned earlier if you have a background of InfoPath forms, then you would require to put lesser efforts. Topics like Getting Started, Actions, Alerts, Form Designer, Views and View customization and Validation will help in understandings its basics and deliver project end to end.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I would recommend going their Quickstart guide available at&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/start" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/start</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;for easy reference about installation, licensing and demo.</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Installation and configuration of Infowise Ultimate Forms in my environment.</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As the first task of any third party tool is its installation and configuration in our environment, I must admit Infowise installation was a piece of cake, thanks to their clear and accurate instructions, which are listed at below URL&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/documentation/?ID=180#catalog" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/documentation/?ID=180#catalog</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;one can easily follow and install it in their O365 environment.&nbsp;</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Downloading Infowise Ultimate package for Office 365.&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/ultimate_forms" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/ultimate_forms</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;and click on download free trial, this will give you a trial period of Ultimate forms for 30 days.</span></li> </ul> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-sign-in.png" alt="Downloading Infowise for SharePoint" width="700" height="274" /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Added its package in our environment.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Extracting Ultimate Forms files from its package, there were two files, one with extension .sppkg and other with .app, upload both of them to the app catalogue site of your environment.&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Below screenshot shows the app catalogue after file being uploaded.<br /><br /></span></li> </ul> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-Apps-for-SharePoint.png" alt="Infowise Apps for SharePoint on The Appstore" width="700" height="342" /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Added app in the site collection and voila it is done.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The Site Content and add an app from&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">AppStore for your organization</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. Apps will be available in site contents.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Below figure shows the icons created in site contents.<br /><br /></span></li> </ul> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-Extensions.png" alt="Infowise SharePoint Forms" width="650" height="181" /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise Ultimate Forms&nbsp;</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">On clicking Infowise Ultimate forms app in site contents will launch the app in full-page view, where selection for admin settings, tutorials, web parts, template manager etc. are available.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowis-ultimate-forms.png" alt="Infowise Form Designer for Sharepoint and Office 354" width="700" height="342" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I was amazed at the variety of columns available some of them are signature, connected lookups, voting, indicator, LOB item link, associated items, associated item summary etc.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Web parts like charts, event calendars, list search, filters and rollups are quite useful.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Monitoring provides an administrative view of its operations.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Template Manager- provides free templates which could be added to our sites easily and extend it further. Templates like Expense Reimbursement, Room Reservation, Project management etc. are available here. One can add his\her new template from here too.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise Form Designer console&nbsp;</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise Form designer console is simple to use but enriched with all the latest functionalities. The below screenshot is for a modern view of form, which is responsive. Look at the left toolbar; it has controls for tabs,&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">accordions, fragment, header etc. These controls can be easily dragged and drop on the design panel.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">At the top one can select available content type from drop-down, similarly New, Edit and Display form could be selected as a checkbox.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Also option for injecting custom CSS, it helps to provide a customized look and feel to form, which makes it best among others available similar products.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-designer-for-SharePoint.png" alt="Infowise for SharePoint and Office 365, Form Designer" width="700" height="342" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">After designing form, it can be quickly published form top left and available for use.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="Infowise-learning" href="https://www.infowisesolutions.com/instructor-led-training" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-mild-learning-curve.png" alt="Infowise-mild-learning-curve" width="700" height="455" /></a> <h2>Infowise</h2> infowise is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. As authors of productivity and agility software, we're pleased, yet not surprised that global financial businesses, Healthcare, Technology, Education and Transportation services have adopted our tools in their daily productivity cycles. Our flagship package <a href="https://www.infowisesolutions.com/blog/Infowise%20Ultimate Forms">Infowise Ultimate Forms</a> is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.<br />UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;https://www.infowisesolutions.com/blog/how-i-created-a-businesses-app-of-my-choice-in-just-half-an-hours-using-infowise-ultimate-forms-for-sharepoint-and-office-365Abhishek DubeyMonday, September 30, 2019https://www.infowisesolutions.com/blog/how-i-created-a-businesses-app-of-my-choice-in-just-half-an-hours-using-infowise-ultimate-forms-for-sharepoint-and-office-365Is Infowise Ultimate Forms for SharePoint and Office 365 truly Agile - Creating a forms and business processesFor the past week, I played around with the Infowise Ultimate Forms and trust me it justifies its name. At every step, it gave me a vast number of options that helped me to create forms and processes faster, without writing even a single line of code. Once I shared how easy it is to use Infowise Ultimate Forms, my manager asked me to create a demo application. Being a part of a SharePoint Consultanting company, one of the pain-points that my management wanted to solve is Expense Claim. Currently, every time a consultant is placed in a job in a different company, he needs to submit an expense claim form. The consultant chooses the type of expense and the cost incurred. He then gets the signature of the line manager and submits the form to the company HR. <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-travel-expense.jpg" alt="Better sharepoint forms without coding" width="338" height="561" /> To convert the same to a paperless process, I started with the Expense claim form. First, I needed a list of the type of Expense Claim. I went ahead and created an Expense Type List. I keyed in the values and created my Expense Form. <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Expense-Account.png" alt="creating expense claim using Infowise for sharepoint and Microsoft Office 365" width="700" height="209" /> I added the fields like Title, Expense Type and Total Amount. My next step was to add the Expense types as a dropdown. However, I wanted it to be populated from a different list. Instead of trying the default SharePoint lookup column, I started exploring the Ultimate forms app. I found an option to create a connected lookup column. I clicked on the Connected Lookup option, under the columns folder and could easily create a dropdown with options from any List through an easy to use UI. <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-connected-lookup.jpg" alt="Infowise an easy way to create expense report in sharepoint and office 365" width="700" height="625" /> The best part is that <ol> <li>I can choose any site; I have permission to fetch the data for lookup.</li> <li>I can choose multiple values and create a multi-value dropdown.</li> <li>I can have an autocomplete, just like when you type in google, and it gives you options. I can also define the number of characters that I need to type in for the options to get populated.</li> <li>I can define filter easily and sort the results based on the views I have for the list.</li> </ol> <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-tutorials.png" alt="Infowise tutorials are easy to access to a wealth of information that can get you up and running quite fast" width="700" height="690" /> The Forms also came with very descriptive tutorials, explaining every feature. It clearly states how to use the lookups to the best of their ability. I created an autocomplete Expense type field, which fetches values from the Expense Type list in less than 5 min. It was really wow, and I only used my browser to create a form functionality that otherwise would take me at least a few hours to develop. It's intuitive, and it doesn&rsquo;t take much time to understand the process. Moreover, with a click of a button, I can view my results, making its development process genuinely agile. Once done with look-up, I wanted to try a few things. Firstly, I needed a good UI. I want my forms to look good and have validations and permissions. Secondly, I wanted to add an approval process, send an email once an expense claim has been created. Like always, instead of starting with the tutorial, I started with the application and started editing the form. I had created a tabbed form before (check it <a href="https://www.infowisesolutions.com/blog/is-infowise-ultimate-forms-for-sharepoint-and-office-365-truly-agile">here</a>), and I knew it's very easy. (All you need is to drag and drop.) I was more concerned about the permissions. I didn&rsquo;t want the user to edit the type of Expense once he has created an expense item. That meant I need column-level permission only on edit and not on a new form. I selected the expense type and found exactly what I was looking for. Column level permissions can easily be defined as Ultimate Forms. I can choose <ol> <li>The type of permission (Read, Write or Hidden) I need for the column.</li> <li>The users or the group of users who can access the forms</li> <li>The type of Forms (Edit, New or Display), where the permission will be set</li> <li>And also additional conditions that I might need for the given column</li> </ol> <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Form-Designer-2.png.jpg" alt="Infowise makes it very easy to create sharepoint expense report" width="700" height="394" /> To make it easier I can add <ol> <li>Multiple Permissions</li> <li>Multiple Validations</li> <li>Multiple Rules</li> </ol> Once completed, I just published it. Moreover, it is also straightforward to change designs. I enjoyed trying out the various combinations of colours and fonts for my forms. It also allowed me to add custom CSS to make my forms look attractive.<br /><br /> <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Form-Designer-2.png.jpg" alt="Form Designer for SharePoint and Office 354" width="700" height="394" /> Finally, once I was done with my design, I wanted to complete the entire process by adding an email notification to the line manager. I started by not using my SharePoint designer to create a custom workflow. Instead, I clicked on the alerts under Business Logic. <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Expense-Report.png" alt="Infowise Ultimate Forms for Sharepoint, how Infowise Ultimate Forms for Sharepoint, how to create an expense report to create expense report" width="700" height="394" /> The alerts page defined the options that I needed to create an email notification.&nbsp; It also came with not only easy to use interface but also a tutorial and documentation. With a few clicks of a button, I could create an email notification. It also allowed me to define a template for my email. I could easily create a dynamic email by adding columns values from &ldquo;columns in the list.&rdquo; <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-email-list.png" alt="Infowise Ultimate Forms for creating a simple expense report" width="700" height="490" /> It&rsquo;s incredible how many different options are available for every process. It eliminates not only the need to use custom code but also any other 3<sup>rd</sup> party applications. I could transform the entire business process into an easy and intuitive online form with the click of a few buttons, making the whole process for Expense Claims simple. I also learnt that I could easily create graphs and charts using the Ultimate forms app. Follow me as I explore the process of creating graphs and charts.&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="Infowise-learning" href="https://www.infowisesolutions.com/instructor-led-training" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-mild-learning-curve.png" alt="Infowise-mild-learning-curve" width="700" height="455" /></a> <h2>Infowise</h2> infowise is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. As authors of productivity and agility software, we're pleased, yet not surprised that global financial businesses, Healthcare, Technology, Education and Transportation services have adopted our tools in their daily productivity cycles. Our flagship package <a href="https://www.infowisesolutions.com/blog/Infowise%20Ultimate Forms">Infowise Ultimate Forms</a> is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.<br />UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions. &nbsp;https://www.infowisesolutions.com/blog/is-infowise-ultimate-forms-for-sharepoint-and-office-365-truly-agile---creating-a-forms-and-business-processesDebolina DasguptaMonday, September 30, 2019https://www.infowisesolutions.com/blog/is-infowise-ultimate-forms-for-sharepoint-and-office-365-truly-agile---creating-a-forms-and-business-processesCreating Printable Reports and RecordsWe recently went through the exercise of rewriting the lab documents we use for Ultimate Forms Foundation training to reflect the SharePoint Modern experience. I really enjoyed this, because it reminded me of a bunch of features in Ultimate Forms that I don&rsquo;t personally use that often. The Print and Export feature is one of those. Now, we&rsquo;re all resource conscious, and trying to live in a post-paper world, but the fact of the matter is that sometimes you just have to print stuff out. And even if you don&rsquo;t need hard-copy, you might want to be able to provide a report as a stand-alone document instead of sending someone to a SharePoint list. So, it&rsquo;s a great thing that Ultimate Forms gives you the ability to create printable versions of list and library data &ndash; either for a whole list, a filtered view, or an individual record. The basics of setting up a printed report are as easy as most things in Ultimate forms &ndash; it&rsquo;s just a matter of going into the tool and selecting whether you want to show the whole list or single records, and then dragging the available fields over into the &ldquo;Columns in template&rdquo; area and reordering them as desired. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-09-24_7-45-08.png" alt="" width="700" height="381" /> Just doing this will give you a decent looking report, but there&rsquo;s a lot more possibilities! For instance, would you like totals for certain columns? No problem &ndash; just add them in. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-09-24_7-49-50.png" alt="" width="700" height="206" /> You can add in Headers and footers using the built-in rich text editors. This can include both text and images, so adding a logo to a printed report is no problem. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-09-24_8-02-54.png" alt="" width="700" height="449" /> If you need to get fancy, you can even add in custom CSS styling &ndash; this gives you more or less complete control of how your printed report or form looks. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-09-24_8-03-19.png" alt="" width="700" height="324" /> And when it&rsquo;s done, you can export to Excel, save as PDF, or even email it to the recipient directly from SharePoint. <img style="border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-09-24_8-05-09.png" alt="" width="700" height="448" /> This is handy if you need to share information contained in SharePoint with other people in your organization who don&rsquo;t have access to your site &ndash; or, even share it with people OUTSIDE your organization, making it a great solution for sending out invoices or other documents to your external partners.https://www.infowisesolutions.com/blog/creating-printable-reports-and-recordsPhil GoldTuesday, September 24, 2019https://www.infowisesolutions.com/blog/creating-printable-reports-and-recordsThe Case for using Microsoft Teams in the ClassroomMicrosoft Teams is a powerful communication tool within organizations. It keeps things organized, clean and geared towards collaboration. It keeps teams within organizations tuned into each other and keeps communication channels open. There could be divisions representing teams, sub-teams, departments, and so on. It could be divided into hierarchical levels too. Education has also taken advantage of modern technology and progressed beyond the classroom. A school, in some ways, works very much like an organization. There are hierarchies present in schools as well. From the principal to the students, there&rsquo;s an organizational setup present. If Microsoft Teams is good for businesses, then it&rsquo;s equally as effective for educational institutions too. By understanding how Microsoft Teams can work for businesses first, we can understand how it can be implemented in the classroom. <a href="#_The_virtual_organization">The virtual organization</a> <a href="#_Teamwork_2.0_in">Teamwork 2.0 in the Classroom</a> <a href="#_Conclusion">Conclusion</a> <h1><strong>The virtual organization</strong></h1> Every company and organization has different departments, teams, and units. Each of than individuals within the departments communicates between each other. That also happens on an inter-departmental level too. A communication platform that allows easy access to both kinds of communication would elevate the organizational experience and will enable the workflow processes to happen seamlessly. It has been said that communication is king. The better the communication, the better the employees can work effectively with each other. These days, organizations have ventured beyond the physical space. Information Technology has allowed remote communication to work effectively and to an extent, it&rsquo;s sometimes better or the same as regular physical communication. Workspaces are not limited to just physical locations like one office, or multiple offices in the same city. There are offices all over the world, and multinational corporations have been around for a long time. The communication between the global offices are now so much better thanks to modern technology. There may no longer need of physical office space because everything is being moved to a virtual space. The virtual office space moves beyond the limitations of a physical office. So, one must ask how can a virtual office space be managed. How can the same level of hierarchy and accountability be applied virtually? How can one know that work is being done? Can there be 24/7 communication without emails and text messages? There was a time when all these questions remained unanswered, or the solutions weren&rsquo;t present at all. Technology may not have progressed to allow such an office space to existing. Thankfully, today&rsquo;s technology has allowed this to happen very quickly. This is where Microsoft Teams comes in. Simply put, the Teams name isn&rsquo;t just there for marketing purposes, it delivers on that front. It helps organizations achieve productivity globally, nationally, or however, very effectively. There&rsquo;s accountability because everything is documented as well. While there is much competing software available, Microsoft is a name built on trust. Microsoft&rsquo;s excellence in computing and Information technology for over the last few decades is the testimony that any of their products will deliver as promised. That&rsquo;s the same principle Microsoft Teams is built on. <h1>Teamwork 2.0 in the Classroom</h1> Microsoft Teams organizes different school departments into teams. These teams then communicate within channels. One can have separate teams for staff. Various staff members can be provided in different teams too. For example, one Team side could be for teachers, and the other could be for administration. Certain student groups can be divided into teams as well. For example, different student organizations can have their teams with their respective channels. Different academic departments can have their team within Microsoft Teams. These are all examples of different teams that one can have within educational institutions under Microsoft Teams. Every team can use the general channel to post announcements, updates and such that include, for example, new hires, policy updates, and so on. One common department between regular businesses and educational institution in Information Technology. The IT department would manage the entire network infrastructure of the school. There could be a helpdesk channel within that department which would respond to concerns from administration, staff and students. Professors and instructors can have their channels where they could discuss class notes, class content, assignments and other things. This would allow students and instructors to communicate beyond the classroom. This provides staff and student to constantly stay connected in their departments and groups. Now many times, students would be assigned group projects. Channels can be made for respective group project teams. There can even be teams for parents for students in different classes too. Here, parents can discuss various things and even communicate with school officials, administrators and instructors. &nbsp;There can be teams for school alumnus of various graduating years, and different channels can be created for fundraising and reunions, for example. <h1>Conclusion</h1> Microsoft Teams is as effective for academic and educational institutions as it is for businesses. The way it&rsquo;s designed can keep students, instructors, parents, alumnus, and such connected at all times. Different channels within teams can be set for various purposes. Like organizations, schools have hierarchies so that can be reflected within Microsoft Teams. This way, Microsoft Teams provides ways for effective communications and collaboration between different school departments, students, parents, alumnus, and more.<br /><br /><br /><a title="Infowise, sharepoint based solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Education-N.jpg" alt="Infowise Sharepoint based Solutions for Educations" width="700" height="407" /></a> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> <a title="Infowise SharePoint Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">Solutions</a>, our client list includes some of the world&rsquo;s best-known higher educational institutes, that is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their <a href="https://www.infowisesolutions.com/ultimate_forms">Office 365 platform</a>, to its fullest potential to quickly build a wide variety of modern <a title="Infowise Office 365 Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">solutions</a>, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitization process.https://www.infowisesolutions.com/blog/the-case-for-using-microsoft-teams-in-the-classroomAmir ShingrayMonday, September 23, 2019https://www.infowisesolutions.com/blog/the-case-for-using-microsoft-teams-in-the-classroomIs Infowise Ultimate Forms for SharePoint and Office 365 truly Agile<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Is Infowise Ultimate Forms for SharePoint and Office 365 truly Agile?</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It is precisely a decade that I completed my master degree and started working. My first project was to learn about a new system called SharePoint. My manager gave me an "exe" (executable file/Installer) file and his laptop. Back then we could install SharePoint Server on a Windows 7 machine as well. He also said you could only work on this "new" thing if I can install it.&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Well, a little help from Google and I did it. I also used the first version of SharePoint online, where you could only create lists and document library and a few workflows using SharePoint designer. Using these default features, I created a Project Management System.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">From then to now, SharePoint never fails to amaze me. From Banking to Oil Gas, it's beautiful how easy it was to fit SharePoint everywhere. It not only works as an Intranet System for managing internal communications for sizeable widespread retail franchising companies but also fits seamlessly as a vendor management system and document management system for huge Banks. The best part is it's always evolving.<br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Form1.png" alt="" /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Quite recently, I came across a requirement for developing more than 60 forms for a construction company. The Forms are diverse, but mostly with master child relationship. It also has different workflows and alert options once the forms were filled. Something similar to this job invoice form.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I started exploring for options, something that can easily create incredible looking forms which are available on mobile as well. I wanted easy branding so that all the Forms can look the same and tabs to make the Forms easy to use.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">After trying out forms with Power apps and Nintex, I came across the Infowise UltimateForms. It promised me&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Agile Prototyping with a complete library of form, process and reporting components designed to work together seamlessly and create reliable and easy-to-use solutions and a 100% No-Code Solution, where one would only need a browser to develop complex business applications, saving development and debugging time.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I was also impressed to learn that it has a mild Learning Curve. Imagine if I can allow the business users to play and design their forms and processes.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;I signed up for the trial to evaluate.&nbsp;<br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/AppsList.png" alt="" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">These Forms came with an SPFX file and .app file, which I installed on my apps site. Once I added this app to my working site, I came across some new colourful buttons for Design.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I had read that the forms are very user-friendly and to check it out I just clicked on Design.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/FormDesign.png" alt="Infowise form designing for shareoint explained" width="700" height="198" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It opened a very self-explanatory page, with creating forms options in the center and Resources and quick links on the right-hand side.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/AppPage.png" alt="Infowise modern sharepoint form designs" width="700" height="342" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I clicked on Form Designer, and voila, I had a pretty looking form.&nbsp;</span> I then played around and added tabs, changed colours, added a test heading and pretty much dragged around all the options I could find. &nbsp; Within a few minutes, I could add an accordion and create a nice form.&nbsp;<br /><br /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Form3.png" alt="Infowise Forms for sharepoint and office 365" width="700" height="223" /></span> I think that the User Interface is very user-friendly and would not be difficult at all for even a business user to quickly create a form or two. It also fits the idea of agile and is very easy to update the forms. I am looking forward to learning more about the forms, and I am sure as I explore more, there are more exciting features that are waiting for me.https://www.infowisesolutions.com/blog/is-infowise-ultimate-forms-for-sharepoint-and-office-365-truly-agileDebolina DasguptaTuesday, September 17, 2019https://www.infowisesolutions.com/blog/is-infowise-ultimate-forms-for-sharepoint-and-office-365-truly-agileMicrosoft Office 365 is Breaking New Ground in Student Enrollment and Lifecycle Management&nbsp; Every academic year, we see new beginnings and endings. It could be the start of a unique college experience for a freshman or graduation of a senior. It could even be a freshman moving to up to sophomore, junior, and senior. Every year brings new experiences not just for students but also the colleges that recruit and educate them for four years. The four years of college are the best part of a student&rsquo;s life. It&rsquo;s the last journey before what one would call &ldquo;real life.&rdquo; It&rsquo;s the preparation for a life of 9 to 5 or any career path one chooses. Where does&nbsp;<a href="https://edudownloads.azureedge.net/msdownloads/Microsoft_StudentLifecycle_eBook.pdf">Microsoft Office 365</a>&nbsp;fit in student&rsquo;s journeys? How does it help academic institutions prepare for annual student recruitment and success beyond admission and enrollment? While one may think this is just a software suite, it&rsquo;s, in reality, a lot more than that. It empowers academic institutions to efficiently perform recruitment activities, admissions, enrollment, and eventual student success. It allows both students and institutions to go on a journey together, making all the processes involved easier. &nbsp; <a href="#_CRM_tailor-made_for"><span data-preserver-spaces="true">CRM tailor-made for student recruitment and success</span></a> <a href="#_Recruitment"><span data-preserver-spaces="true">Recruitment</span></a> <a href="#_Student_Lifecycle"><span data-preserver-spaces="true">Student Lifecycle</span></a> <a href="#_Microsoft_Analytics"><span data-preserver-spaces="true">Microsoft Analytics</span></a> <a href="#_Conclusion"><span data-preserver-spaces="true">Conclusion</span></a> &nbsp; <h1><strong><span data-preserver-spaces="true">CRM tailor-made for student recruitment and success</span></strong></h1> Microsoft Office 365 provides tools and processes that assist educational institutions in improving the admissions and recruitment experience and even managing student performance over the four years. One particular CRM well suited for this purpose is known as&nbsp;<a href="https://www.microsoft.com/en-us/education/products/dynamics">Dynamics CRM</a>&nbsp;with the latest version known as&nbsp;<a href="https://dynamics.microsoft.com/en-us/">Dynamics 365</a>. It can be used for a lot of admission and recruitment activities. There are different ways prospective students approach universities and college. Students these days mostly approach colleges online. That&rsquo;s the modus operandi that has been in practice for several years now. Students will compile a list of colleges and then visit their websites. From those websites, prospective students would request all kinds of information and even schedule visits. The sites are themselves, for the most part, loaded with knowledge and personalized information can be requested. Admissions marketing materials like viewbooks come in physical or web form, and they can then be shared with parents and guardians. The best part is that one has been able to apply online, and that makes everything streamlined. One doesn&rsquo;t need to fill out paper applications and post them to institutions. All of these processes can be handled behind the scenes with Dynamics 365. This process creates a relationship between the institution and the student. Below you will see how this Microsoft-designed CRM helps in recruitment activities and eventually student success. <h1><strong><span data-preserver-spaces="true">Recruitment</span></strong></h1> <span data-preserver-spaces="true">Universities and colleges must deal with tons of applications each here. Sorting them, evaluating them and then reviewing takes a lot of time and effort. These processes can be simplified, sped up, and streamlined efficiently by the CRM. Applications can be stored securely and sorted based on preliminary information found in them. Then, these would be assigned to admissions staff to make sure if all requirements are met. Once that process is complete, then it&rsquo;s moved to admissions board for approval. The final decisions are then made and then sent to the prospective students.&nbsp;</span> <span data-preserver-spaces="true">These processes cut down a lot of the paperwork that admissions officers have to deal with in past days. It makes the whole recruiting process feel a lot more organized and increases the turnaround time as well. Communications between students and admissions officers can be managed easily too.&nbsp;<br /><br /></span> <span data-preserver-spaces="true"><a title="Infowise Solutions" href="https://www.infowisesolutions.com/solutions" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Market-Verticals.jpg" alt="Infowise-Office365" width="700" height="428" /></a><br /></span> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> <a title="Infowise SharePoint Solutions" href="https://www.infowisesolutions.com/solutions" target="_blank" rel="noopener">Solutions</a>, our client list includes some of the world&rsquo;s best-known higher educational institutes, that is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their <a href="https://www.infowisesolutions.com/ultimate_forms">Office 365 platform</a>, to its fullest potential to quickly build a wide variety of modern <a title="Infowise Office 365 Solutions" href="https://www.infowisesolutions.com/solutions" target="_blank" rel="noopener">solutions</a>, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitalization process. <span data-preserver-spaces="true">&nbsp;</span>https://www.infowisesolutions.com/blog/microsoft-office-365-is-breaking-new-ground-in-student-enrollment-and-lifecycle-managementAmir ShingrayTuesday, September 17, 2019https://www.infowisesolutions.com/blog/microsoft-office-365-is-breaking-new-ground-in-student-enrollment-and-lifecycle-managementOffice 365 Revolutionizing Student Success Management with Microsoft Data TechnologyMicrosoft provides&nbsp;<span data-preserver-spaces="true">data technology</span><span data-preserver-spaces="true">&nbsp;that can assist teachers, program managers, and curriculum creator to successfully manage student lifecycle as well as the performance of individual institutions. Every student over the last twenty-five years or so has at least used some version of Microsoft Word, PowerPoint, or Excel. Students use this software to write papers, prepare presentations and to compile spreadsheets. Since these packages are all part of Microsoft Office, they have played an enormous role in accelerating the learning process and in student success. Over the years, these software packages have evolved and significantly improved to fit the requirements of today&rsquo;s students. Office 365, for example, is Microsoft Office on the cloud. Office 365 currently offered as a SaaS aka Software-as-a-Service, as a subscription model. As a user, you can access all Office software via the cloud from any device without having it physically on your computer.</span> <span data-preserver-spaces="true">Office 365 can provide an all-round database for students and administrators to access in the form of a CRM aka customer relationship management systems. We have detailed how Office 365 benefits both students and institutions below.</span> <ul> <li>For Students</li> <li>Improve learning</li> <li>Custom reports</li> <li>Custom support and help</li> <li>For Institutions</li> <li>Career Services</li> <li>Alumni and Donors</li> <li>Community Outreach</li> <li>Student Services</li> <li>Student Performance</li> <li>Human Resources</li> <li>Teacher Performance Management</li> <li>Conclusion<br /><br /></li> </ul> <a title="Infowise Ultimate Forms" href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Education-N.jpg" alt="" /></a> <h1><span data-preserver-spaces="true">For Students</span></h1> <h2><span data-preserver-spaces="true">Accelerated learning</span></h2> <span data-preserver-spaces="true">One of the most important objectives for any student for going to school or college is to learn, that is along with other benefits that come with being in an educational institute. Learning has evolved over the years, thanks to technology. Today Office 365 provides the technology that can significantly enhance learning for students at school or college. The better enhanced the learning, the better graduation rates will improve in schools and colleges.&nbsp;</span> <h2><span data-preserver-spaces="true">Custom reports</span></h2> <span data-preserver-spaces="true">Whether its high school or college, every student performs differently. Every student has different aptitudes and approaches to learning. Students earn their grades according to these factors. Some underperform and some over-perform. Teachers and professors can have customized reports made for each student to identify those who are at risk. Underperforming students are identified so they can receive the right help from the professors. The same students and teachers can collaborate projects and tasks via SharePoint Online, or communicate via Teams. Reports can be shared, and corrective action can take place before its too late.</span> <h2><span data-preserver-spaces="true">Custom support and help</span></h2> <span data-preserver-spaces="true">College students, especially those staying on-campus housing, make use of the college&rsquo;s network access at all times as opposed to those who commute to campus. These students would at times require support when they face networking issues in their dormitories, the campus libraries or student center or anywhere else they&rsquo;d use the network. Students can lodge support tickets, and the administrators can then address those. A helpdesk and ticketing tracking systems can handle ticket requests and forward it to the appropriate person. The helpdesk can then track requests and inform the respected students of their progress and eventual resolution.&nbsp;</span> <span data-preserver-spaces="true"> <a title="Infowise-Training" href="https://www.infowisesolutions.com/instructor-led-training" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-mild-learning-curve.png" alt="Infowise-training" width="700" height="455" /></a></span> <h1><span data-preserver-spaces="true">For Institutions</span></h1> <h2><span data-preserver-spaces="true">Career Services</span></h2> <span data-preserver-spaces="true">Students looking for summer internships or work after graduation usually look to career services as their first stop. Office 365 will be able to store student resumes can this can help build a database of prospective employers and employees. If you want to look for jobs, you can upload it in your institution&rsquo;s online database managed by Office 365. The resumes will be stored on OneDrive and can be shared via SharePoint Online. Career counsellors and students can work in real-time via SharePoint Online and get resumes revised without having a physical office meeting. Such activities of profile building enhance job search and help the student achieve their early career goals faster. Career services can post job openings on their websites. SharePoint sites are a great way to get websites up and running and collaborated with other IT staff who are managing them.&nbsp;</span> <h2><span data-preserver-spaces="true">Alumni and Donors</span></h2> <span data-preserver-spaces="true">A directory of graduates from different years in any college and high school are compiled with the help of Office 365, and it will be available to access everywhere. Institutions can use this to reach out to alumni to inform class notes or updates or invitations to alumni events. It could also build a donor directory from alumni. Many alumni like to give back to their alma maters in the form of donations. A donor directory is developed, and periodic updates on donations can be sent to alumni. Donor events can be created, and then they could be invited via Office 365.&nbsp;</span> <h2><span data-preserver-spaces="true">Community Outreach</span></h2> <span data-preserver-spaces="true">A college or high school is part of the town or city&rsquo;s community. In most places, it&rsquo;s a central part of the community. Office 365 helps institutions reach out to the community and any corporates for collaborations and hosting events. It could be for networking events or for charity or anything the institution would like to engage the community. Community service initiatives can be facilitated via Office 365 as well. Graduates databases can be sent to nearby corporations so they can consider prospective hires from each class year. Outreach and marketing effort sare customized for parents, alumnus, and prospective students. These can be tailored to meet the needs of all three groups.&nbsp;</span> <h2><span data-preserver-spaces="true">Student Services</span></h2> <span data-preserver-spaces="true">These days, many student services are managed online, whether its requesting books from the library, registering for classes, checking grades, or making requests to the registrar. With the help of Office 365, all of these outreach activities can be efficiently executed and managed. Modern technology has made everything accessible online, and therefore, one doesn&rsquo;t need to go to the registrar&rsquo;s office and fill out paper forms for transcripts, or any other information they need. Similarly, course registrations are all handled online for the most part as well. The college library catalogue is made available online, and books can easily be borrowed online.&nbsp;</span> <h2><span data-preserver-spaces="true">Student Performance</span></h2> <span data-preserver-spaces="true">Office 365 compiles performance metrics and performance figures institution-wide. These are accessible to the individual student at any time. Modern educational institutions just like in the case of any modern business, they need to maintain accurate data on departments, courses, costing and other KPI&rsquo;s that they deem critical to their mission.&nbsp;</span> <h2><span data-preserver-spaces="true">Human Resources</span></h2> <span data-preserver-spaces="true">A CRM powered by Office 365 is ideal for human resource management in an institution. Powerful CRM packages help with teacher recruitment, disbursement of salaries, employee information, <a title="SharePoint Employee Training" href="https://www.infowisesolutions.com/solutions/employee-training" target="_blank" rel="noopener">training</a> and other things can all be stored safely and securely via the CRM.&nbsp;</span> <h2><span data-preserver-spaces="true">Teacher Performance Management</span></h2> <span data-preserver-spaces="true">Performance of teachers can be recorded and stored in a database via the Office 365-powered CRM, and that can significantly help institutions assess their performance in and out of the classroom. It also shows their qualifications, classes they teach, average grades, and other required metrics. Such record-keeping capacity allows Human Resources to guide teachers who need to improve so they can provide better deliver learning to their students and reward teachers who are performing above standards.</span> <h2><span data-preserver-spaces="true">Conclusion</span></h2> <span data-preserver-spaces="true">Microsoft Office 365 can create powerful CRMs for educational institutions that empower not just students, but teachers, and administrators. It provides several different ways to enhance learning and administrative processes, hence making it easier and convenient for students and teachers. Its education did the 21st century way and Office 365 is at the forefront of the education revolution.<br /><br /><a title="Infowise Solutions" href="https://www.infowisesolutions.com/solutions" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Market-Verticals.jpg" alt="Infowise-Office365" width="700" height="428" /></a><br /></span> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> Solutions, our client list includes some of the world&rsquo;s best-known higher educational institutes, that is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their Office 365 platform, to its fullest potential to quickly build a wide variety of modern solutions, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitization process. &nbsp;https://www.infowisesolutions.com/blog/office-365-revolutionizing-student-success-management-with-microsoft-data-technologyAmir ShingraySunday, September 15, 2019https://www.infowisesolutions.com/blog/office-365-revolutionizing-student-success-management-with-microsoft-data-technologyUltimate Forms just got a fresh new look!Hi, We've got a treat for you! We are updating the visual design of Ultimate Forms and have just deployed the new look and feel of our Design page in Office 365 (update for on-premises version is coming soon) <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2019-09-04-design.png" alt="" width="752" height="711" /> With this new interface it will be easier, faster and more intuitive to customize your SharePoint. It brings everything you need right to your fingertips, making much better use of the screen real estate and providing a more prominent position for some of the additional features that were somewhat hidden before. For those of you who have used our Form Designer, it will look a bit similar. We are using the same basic layout and a similar color scheme. But there are many differences of course. Let's start from the top: <ul> <li>Template Manager, Monitoring and Bulk Update mode are now prominently place on the top tool bar. In the previous version they were under the gear icon in the top right corner, some users probably didn't even know they existed :)</li> <li>Support is now also at the top. The support page now provides quick access to all our training and knowledge resources, as well as means of creating and monitoring support tickets.</li> <li>Left-side menu provides quick access to all the features of Ultimate Forms. Note that the actual settings pages have not been visually upgraded yet, but once they are, they will also contain the same left-side menu with a clear indication of what page you're currently on. You can expand and collapse section according to your usage pattern and we will remember the state of each section for you!</li> <li>On the right-hand side you will see context-sensitive documenation and tutorials, to make it easy for you to educate yourself regarding the component you're currently working with.</li> <li>In the center is your main working area. By default it shows links to specific settings pages and serves as an app launcher of sorts. Specific settings will be display when you select one of the options from the top tool bar and, in the future, one of the settings pages of the components.</li> <li>Above the working area you will see various errors and notifications. For example, you will see the invitation for our next workshop and you will be able to sign up directly from there.</li> </ul> I hope you will enjoy the new look and it will help you become even more productive!https://www.infowisesolutions.com/blog/ultimate-forms-just-got-a-fresh-new-look!Vladi GublerWednesday, September 4, 2019https://www.infowisesolutions.com/blog/ultimate-forms-just-got-a-fresh-new-look!Five Best SharePoint Blogs You Must Follow <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The Five Best SharePoint Blogs You Must Follow</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The internet is a great resource to learn about new technologies and software. It is an entire library of learning tools that you can benefit from at no cost. While some resources may require membership, most of the web resources are free to a great extent. If you wanted to learn more about SharePoint, then there are several resources available online that you can use. These resources are in the form of blogs written by individuals who know SharePoint and have a lot of experience with it. We have featured some of these blogs below so that you can learn more about SharePoint and enhance your IT knowledge.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://sharepointmaven.com/"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">SharePoint Maven</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://sympmarc.com/"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Marc D Anderson's Blog</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://techcommunity.microsoft.com/t5/Microsoft-SharePoint-Blog/bg-p/SPBlog"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Microsoft Office's Official SharePoint Blog</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://sharegate.com/"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">ShareGate</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.sharepointeurope.com/resource-centre/"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">European SharePoint Conference Community Resource Center</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint Maven</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://sharepointmaven.com/blog-sharepoint-best-practices/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">blog</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is managed by Greg Zalfond, otherwise known as the SharePoint Maven. He calls it the SharePoint knowledge base. The man is an authority on SharePoint and has been an expert for 10 years. He is one individual one can learn a whole lot from especially if you want to master SharePoint for yourself, your business, and your clients. He calls himself the virtual expert on SharePoint. One of the best ways to learn about SharePoint is to learn from experts who have been using it for a long time. On this blog, you can learn about its various features, tips and tricks, and other ways to make best use of this amazing software.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Marc D Anderson's Blog</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Like Greg Zalfond aka SharePoint Maven,&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://sympmarc.com/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Marc D Anderson</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is also another expert in SharePoint and Office 365. He's a 30 year veteran in the IT industry and has a vast knowledge that makes him an authority on SharePoint. Tech enthusiasts, IT wizards, and anyone with interest in SharePoint and Office 365 can learn a lot from Marc.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Office's Official SharePoint Blog</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">If you want to know the latest in the SharePoint world, then there's no better place to start than&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.microsoft.com/en-us/microsoft-365/blog/sharepoint/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Microsoft's official blog</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. Every news and update is straight from the official source. Other than that, you get to hear about different ways SharePoint has been helping companies and users. Whatever new release is being developed and worked on will be talked about here as well. If there are new releases, you'll get to know about it here before other places. It's written by experts at Microsoft, and its got a great design and feel to it. The best part is that it's not cluttered with advertisements or click-bait, so it's a good read. Since SharePoint Online is considered part of the Office 365 family, you also get to read articles about Microsoft 365 and Office 365. So while reading about SharePoint, you get to know about PowerPoint, Word, and Excel. Latest milestones in Office 365, Microsoft 365, and SharePoint are all highlighted in the blog.<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">ShareGate</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://sharegate.com/blog" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">ShareGate</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is one of the most popular web resources on SharePoint. It's designed to make your SharePoint life easier. A firm by the name of GSOFT from Montreal, Quebec in Canada authors the blog and provides some excellent tips and advice on using SharePoint. The blog is part of the leading company site where you can learn about their products as well. The target audience of the ShareGate blog is IT experts and those who use it daily. You may require a strong base in IT and advanced knowledge in IT to understand the content here. ShareGate should be your daily dose of SharePoint knowledge if you want to become an expert in this amazing software from Microsoft.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">European SharePoint Conference Community Resource Center</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint has garnered a considerable number of fans all across the globe. This website and&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.sharepointeurope.com/resource-centre/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">blog</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;have contributions from SharePoint experts in Europe. These are highly knowledgeable and offer helpful tips and advice to everyone who uses SharePoint. It's a well-built resource, and while it's not an official Microsoft blog, it's quite resourceful indeed. The content is text and video, and it's a whole lot of knowledge just waiting to be absorbed and learned. Microsoft Regional Directors, MCMs and MVPs are featured on the blog as well so you get all the best experts in one place.<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Conclusion</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The above five blogs are excellent resources for SharePoint rookies, experts and IT wizards. There's a lot to learn from the official Microsoft blog as well as those authored by experts in SharePoint such as Marc D Anderson and the SharePoint Maven. Keep reading the blogs regularly and increase your SharePoint knowledge so you can one day become an expert and write your own blogs to be read by enthusiasts worldwide.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /><a title="Infowise data solutions" href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-data-analytics.png" alt="Infowise data solutions" width="700" height="451" /></a><br /></span> <h2>Infowise</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Infowise</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. We provide solutions to a broad spectrum of industries, including and not limited to, financial services, healthcare, pharmaceuticals, educational institutes, scientific research entities, Global NGO's, governments; local municipal, regional and national. Our applications are widely used in the transportation sector, including airlines, ground transportation, and port authorities. As authors of productivity and agility software, we're pleased, yet not surprised that these global businesses have adopted our tools in their&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/solutions" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">daily productivity cycles</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. Our flagship package&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/blog/Infowise%20Ultimate Forms" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Infowise Ultimate Forms</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions.</span>https://www.infowisesolutions.com/blog/five-best-sharepoint-blogs-you-must-follow-Amir ShingrayFriday, August 30, 2019https://www.infowisesolutions.com/blog/five-best-sharepoint-blogs-you-must-follow-All you Need to Know about Microsoft Certifications<h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">All you Need to Know about Microsoft Certifications<br /><br /></span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft has always been providing&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.microsoft.com/en-us/learning/certification-overview.aspx" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">certifications</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;to students and professionals. These can help students get qualified for professional and technical positions and can also complement their degrees. Professionals can take advantage of these certifications to move up the ladder. There are several certifications that one can acquire, but these will require a period of study and learning. Once the studies are complete, the exams can be taken and then the individual can get certified upon passing the exams.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">According to&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.microsoft.com/en-us/learning/microsoft-certifications-for-students.aspx" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Microsoft</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">, students can gain a lot of benefits from their certifications. You can even get college credit for passing a Microsoft Certified Professional (MCP). Companies are always looking for certified professionals and graduates. It makes these graduates and professionals more marketable in the IT industry. If these graduates and professionals do get hired having the certifications, then they have the opportunity to earn 15% more than professionals and graduates who aren&rsquo;t certified. If you&rsquo;re hired and certified by Microsoft, your chances for advancing in your company and being promoted get even higher. It&rsquo;s no secret that having Microsoft certifications helps you in the IT industry. The industry values you even higher if you&rsquo;re certified. Companies, on most occasions, not only appreciate them but may also demand it from prospective candidates.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To ready for the certifications, there are three paths to do so. There are freely available learning tools that you can use to prepare. One such tool is Microsoft Learn. Microsoft Learn is a free preparation program that will help you with complimentary lessons, resources, tools and more. You can even try out products at zero cost to you. If you&rsquo;re looking for paid lessons, those options are available to you as well. You can get training from Microsoft Certified Trainers that will provide you with all the expertise you need to prepare for and pass the certification exams. Finally, Microsoft includes&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.microsoft.com/en-us/learning/microsoft-certifications-for-students.aspx" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">practice tests</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;that allow you to prepare for the exams and pass them knowing the format and how to tackle them.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Furthermore, Microsoft Virtual Academy (MVA) provides complimentary training classes that you can take. Microsoft Press also provides e-books at no cost to you, which have all the knowledge you require to get certified. This goes to show that Microsoft not just certifies you in various specializations, but also provides you with all the tools and resources that you require to get certified.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We&rsquo;ve talked about some of the popular certifications below so you can get an understanding of what they entail.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_Certifications_for_students" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Certifications for students and graduates</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.microsoft.com/en-us/learning/microsoft-certified-professional.aspx" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Microsoft Certified Professional (MCP)</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RWtQJJ" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Microsoft Azure</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Why Education Microsoft Matters?</span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Certifications for students and graduates</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The two certifications students and graduates could take advantage of <a href="https://www.microsoft.com/en-us/learning/mta-certification.aspx">Microsoft Certified Professional and Microsoft Technology Associate (MTA)</a>. Both certifications have their strengths and benefits and are explained as follows:<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Certified Professional <a title="Microsoft MCP" href="https://www.microsoft.com/en-us/learning/microsoft-certified-professional.aspx">(MCP)</a></span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This certification is precious if one is looking to acquire college credit, if you&rsquo;re a student, or climb up the ladder as a professional in the IT industry. Depending on your area of interest, you can choose among the following specializations: Microsoft Certified Solutions Expert (MCSE), Microsoft Certified Solutions Associate (MCSA), and Microsoft Certified Solutions Developer (MCSD). Whether it&rsquo;s a career advancement you&rsquo;re looking for, finding work, or even getting considered for a promotion, these certifications can undoubtedly help you depending on the field or profession you&rsquo;re in.<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Azure</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Azure is a technology that is important to learn and master in today&rsquo;s cloud-focused world. Microsoft provides popular certifications related to Azure. These certifications are quite popular today. These include <a title="Microsoft Certified Azure" href="https://www.microsoft.com/en-us/learning/azure-exams.aspx">Microsoft Certified Azure</a> Administrator Associate, Microsoft Certified Azure Solutions Architect Expert, Microsoft 365 Certified Enterprise Administrator Expert, and Azure DevOps Engineer Expert. Networking, storage, security, and computing are a few skills that you can get expertise with as an Administrator Associate and Solutions Architect expert. The Microsoft 365 certification makes you a complete expert in Microsoft 365 administration that includes managing, deploying, evaluating and planning. If you&rsquo;re an Azure DevOps Engineer expert, you can learn how to provide and develop the best products to meet the requirements of the business. You can see how valuable the certifications are.&nbsp;<br />Here is an excellent resource we found while researching this article about Azure Role Certification:<br /><a href="%20https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RWtQJ">Azure Applications and Infrastructure Certification</a> <br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Why Microsoft Learning Matters?</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">When<a href="https://www.microsoft.com/en-us/learning/default.aspx"> Microsoft certifies</a> you, you&rsquo;re getting the backing of one of the world&rsquo;s biggest tech companies. Microsoft has been at the forefront of computing technology for decades. MS-DOS, Windows, Office, Xbox, and Azure are just a few technological innovations we have seen over the last few decades from the Seattle-based tech powerhouse. Wherever you apply for a job in the IT industry, you get noticed, recognized, respected, and acknowledged for your certification. This just not helps you get your foot in the door but landing a solid start in your career with a respectable salary. Even if you&rsquo;re already in the middle of your career, a certification in your field helps you get ahead over your peers. You learn skills that you can harness your entire career. It gives you pride and a feeling of accomplishment because you&rsquo;re considered an expert and a master in your field of specialization. So, whether you&rsquo;re about to graduate from college or grad school, or are already in your professional career, these certifications will give you a considerable boost. Having the Microsoft backing will help you all your career, and you can count on it to get advance in your career at whatever stage you are in.&nbsp;&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="Infowise Agile Prototypes" href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-agile-prototype.png" alt="Infowise Agile prototype" width="706" height="455" /></a> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> Business Solutions, our client list includes some of the world&rsquo;s best-known higher educational institutes, that is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their Office 365 platform, to its fullest potential to quickly build a wide variety of modern solutions, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitalization process.https://www.infowisesolutions.com/blog/all-you-need-to-know-about-microsoft-certificationsAmir ShingrayFriday, August 30, 2019https://www.infowisesolutions.com/blog/all-you-need-to-know-about-microsoft-certificationsThe Definitive Guide to Microsoft SharePoint Security<h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The Definitive Guide to SharePoint Security<br /><br /></span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">These days, security is crucial, especially when storing information on the cloud or working in cloud-based environments. Since Office 365 is cloud-based, then security is highly critical to business reputation and financial standing. While there are in-built&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://docs.microsoft.com/en-us/office365/securitycompliance/secure-sharepoint-online-sites-and-files" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">security features</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;in Office 365, including SharePoint Online, it boils down to how you manage them. How and who you share your data with is ultimately your responsibility with. There are ways to manage and keep your Office 365 and SharePoint environments secure, and we have suggested them below.</span> <h4>Backups<br />Permissions<br />Training<br />Security Groups<br />Content sharing<br />Internal and external web assets<br />Device Security</h4> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Backups</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint stand-alone or SharePoint Online is a tool designed for collaboration. When working in Office 365, SharePoint Online stores all your documents in OneDrive. OneDrive or OneDrive for Business, like Google Drive, is a cloud storage solution which is built to be reliable and secure. However, even similar cloud storage solutions like Dropbox have been compromised. For that reason, it's essential to keep several backups of your data, especially if it is used for collaboration. Have your collaborators keep backups besides yourself. This way, everyone has a spare copy for use in case of any data leaks. Local backups on hard drives are recommended as well, which could be a personal copy of each collaborator. These could be regular PC drives, external drives, or flash drives. While working in the cloud eliminates the need for physical media, it's always recommended to keep a local backup just in case you need to revert to it.<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Permissions</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This is where your responsibility comes in. The software isn't responsible for assigning the correct permissions in the SharePoint environment. This is because the power is entirely in your hands. You and your team need to have enough faith in each other, so its best to assign permissions accordingly. In any enterprise, team, or group, the appropriate supervisor needs to know what permissions and functionality to assign to each user. He or she is also responsible for monitoring each team member and ensuring they are sticking to their assigned roles.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Training</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Not every person in your organization, group, or team may be well-versed with SharePoint or even Office 365. It's the responsibility of leaders in every organization to make sure everyone using Office 365 and SharePoint knows how to use it and is adequately trained. If every team member is adequately trained, then there are fewer risks or chances of security compromises. Each person should be taught properly and make sure there are periodic sessions of enterprise security for the entire organization.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Security Groups</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">IT administrators, team leaders and supervisors need to assign different users into their own security groups. This way, each security groups have their own protocols and limitations. This also amounts to fewer security breaches. Security goes hand in hand with control. IT admins need to decide how much control to give each individual or user group. While permissions can be assigned, its also best to have everyone in their security group for an additional layer of protection. The best way to assign user groups is to assign them as either owners, members, or visitors. Owners are those that have complete control, especially of a website or a project. They decide how it looks and appears to others. Members are those that contribute to the site or project. They could be editors or contributors. Now, visitors could be regular people visiting the website or viewing the project. The visitors would not have any say in how the site looks, feels, or what content goes on it.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Content sharing</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This once again goes back to the aspect of control. The person who has control decides if the SharePoint group members can share content outside of the group. If content sharing is allowed, then you decide who among the user group can share and what content can be shared. The group administrator sets these permissions. Another critical factor to consider when you're sharing content outside of the group, what permissions do those individuals have, and how can they use the content. Are they allowed to share it? These are essential things to consider. It's always important to keep extra checks on content sharing of sensitive or confidential information.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Internal and external web assets</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint sites are full of content. Now this content could be text and images. When using images, make sure they're stored locally and not sourced from elsewhere. You don't know how trustworthy the source is. It's better to import the images in your local document library and then share so you can verify their safety before they get published. Security breaches can happen for any reason, so you have to be extra cautious. Make sure you internalize external web assets, check them for any threats, and then upload them on the SharePoint site. One rule of thumb is that you can never be too secure or two sure, so its best to be a bit overcautious than not.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Device Security</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Device security is crucial. SharePoint and Office 365 can be accessed and used on all compatible devices. Compact and portable devices like smartphones and tablets can be compromised if not appropriately protected. One should keep their phones and tablets locked at all times. Whether its pattern, password, pin, or even fingerprints, your device should always stay locked when not in use. There are also apps you can download that can lock individual folders and apps if you lend your phone to someone else. This way, you can have a peace of mind that when your phone is not in use, it's not being used by someone else. Device security is crucial, so keep it locked and secure at all times. Just be careful not to get locked out yourself so there should be a balance between a complicated pattern or passcode and something only you would know. Fingerprints provide an additional layer of security.<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Conclusion</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint security, in and outside of Office 365, is crucial. Whether it's a site or a collaborative project, you need to set the appropriate permissions, assign user groups, roles, security groups, and so on. Other than that, content sharing needs to be monitored. External assets should be internalized, and devices should always be locked when not in use. Remember, your SharePoint site and project security are ultimately in your hands.<br /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-Industries.jpg" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <h2>Infowise</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/" target="_blank" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Infowise</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. We provide solutions to a broad spectrum of industries, including and not limited to, financial services, healthcare, pharmaceuticals, educational institutes, scientific research entities, Global NGO's, governments; local municipal, regional and national. Our applications are widely used in the transportation sector, including airlines, ground transportation, and port authorities. As authors of productivity and agility software, we're pleased, yet not surprised that these global businesses have adopted our tools in their&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/solutions" target="_blank" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">daily productivity cycles</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. Our flagship package&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/blog/Infowise%20Ultimate Forms" target="_blank" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Infowise Ultimate Forms</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions.</span>https://www.infowisesolutions.com/blog/the-definitive-guide-to-microsoft-sharepoint-securityAmir ShingrayWednesday, August 28, 2019https://www.infowisesolutions.com/blog/the-definitive-guide-to-microsoft-sharepoint-securityAn Understanding of Various Microsoft SharePoint Roles<div style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Understanding the Various SharePoint Roles<br /><br /></span></h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Microsoft SharePoint is excellent collaboration software, but as in any enterprise environment, for a platform to run smoothly, it requires qualified professionals to do exactly that. Because of the inherent complexity of such a sizeable multifunctional platform, there are a few roles that are necessary for SharePoint to function well. Each position has its own set of permissions, so one does not interfere with one another.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">According to </span><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://docs.microsoft.com/en-us/sharepoint/dev/general-development/authorization-users-groups-and-the-object-model-in-sharepoint" target="_blank" rel="noopener">Microsoft</a><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">, SharePoint roles </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">are divided</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> into three categories; owners, members, and visitors. Owners are the administrators that manage the backend in the SharePoint environment. These are the backbone of the SharePoint application. They make sure that the SharePoint and its various components are performing optimally so the other user groups can get their work done from it. Members are contributors or end-users. The owners make sure the members can use the SharePoint software without hitches. Now, the last user group is visitors. They have the least permissions awarded to them because they are neither owners nor members. There are individuals you may need to share documentation with the outside of the enterprise, and you only want to make sure they&rsquo;re restricted to just perhaps only viewing it. These would not be allowed to edit, share or copy the data in any way, and those permissions can be assigned accordingly. So visitors, in technical terms, would have just read-only access in the SharePoint environment.&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Below we explain each role and the function each are expected to perform within the SharePoint environment. Roles can be both full time and part-time depending on their designation. SharePoint Roles aren&rsquo;t that complicated once you understand the function they perform. We&rsquo;ve detailed some of them below for you so that you can understand them better as well. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><br /><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Product Owner</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Business Owner</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Farm Server Administrator</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Farm System Administrator</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Contributors- End-User</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Trainers</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Power User&nbsp;</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Developer</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Business Analyst</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint QA Analyst</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Product Owner</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">This person is responsible for the entire SharePoint platform and assigns all the roles. He/she is the one who procures and licenses it for enterpriser use. He/she is part of the owner category. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Business Owner</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">This person is also part of the owner category. Similar to the product owner, he decides how SharePoint </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">is implemented</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> in the business or enterprise. He works with the Product owner to assign other roles as well.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Farm Server Administrator</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">This person takes complete charge of the hardware that powers SharePoint in the enterprise. The software can only work at an optimal level when the hardware is working fine. All the servers were running at all times and maintained adequately. That&rsquo;s the responsibility of the Farm Server Administrator.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Farm System Administrator</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">This person administers all the operating systems running SharePoint. That includes developing, testing, and production. These individual monitors all system processes, and he/she makes sure the systems are performing up to standard.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</strong> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Contributors- End-User</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Contributors are those who make use of the SharePoint environment. They are the ones who collaborate with other users. The owners have to make sure the contributors are making the best use of the SharePoint environment. Contributors can then assign roles among each other. For example, one can be the lead on content and be the reporting authority for others. These could be team leads and have their units that report to him working on SharePoint.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint Trainers</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">There may be recruits in the team that haven&rsquo;t used SharePoint and need to </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">be trained</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">. This person&rsquo;s responsibility is to ensure everyone, new to SharePoint or a veteran, is trained to use SharePoint properly. He or she would teach every recruit the basics of using SharePoint and make sure </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">they&rsquo;re adequately trained</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> before being assigned user roles. Additionally, they also are the support persons whenever super users, end-users, owners and other administrators need advice or assistance </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">in</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">. In most large organizations, trainers are available to provide support because they are considered experts on the platform.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint Power User&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Consider this person as the SharePoint advocate in the business. He&rsquo;s honed his SharePoint skills and can advocate on how best to use SharePoint. He/she is one of the primary users and contributors and is the role model for other users in the enterprise. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint Developer</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">SharePoint is a potent application for enterprises. Every enterprise has different needs, and standard SharePoint might be a great solution to those needs. However, some enterprise models may have specific requirements that the standard SharePoint may not wholly cater </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">to</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">. That&rsquo;s where the SharePoint developer comes in. This person&rsquo;s job is to customize and develop SharePoint to meet those needs that the standard version may not necessarily meet. He/she makes it ready for testing and participate in it as well. SharePoint Developers are an integral part of the enterprise. SharePoint Developers work with business teams to develop solutions as required for the efficient operation the different parts of the organization, i.e., sales, marketing, and accounting. It is entirely tailor-made to increase enterprise productivity.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint Business Analyst</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Businesses may be new to SharePoint, and sometimes you need experts to guide them on how best to make use of SharePoint.Here enters a SharePoint Business Analyst. As the title indicates, their role is to study the overall organization structure and workflow and based on that they advise businesses on how best to implement SharePoint. SharePoint business analysts conduct a proper analysis and provide a custom solution for the enterprise. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint QA Analyst</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Quality assurance testing is integral when it comes to SharePoint implementation within an organization. He/ she conducts tests on the application and makes sure there are no issues within the functionality. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Conclusion</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">There are other functionalities, and designations enterprises can use, and these aren&rsquo;t necessarily universal but based on the needs of the individual enterprise. Organizations can decide which roles to employ and create depending on their needs, but they always come under owners, contributors, and visitors according to their designation.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="Infowise-learning" href="https://www.infowisesolutions.com/instructor-led-training" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-mild-learning-curve.png" alt="Infowise-mild-learning-curve" width="700" height="455" /></a> <h2>Infowise</h2> infowise is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. Financial services providers make a large section of our client's list. As authors of productivity and agility software, we're pleased, yet not surprised that these global financial businesses have adopted our tools in their daily productivity cycles. Our flagship package <a href="https://www.infowisesolutions.com/blog/Infowise%20Ultimate Forms">Infowise Ultimate Forms</a> is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.<br />UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions. </div>https://www.infowisesolutions.com/blog/an-understanding-of-various-microsoft--sharepoint-rolesAmir ShingrayMonday, August 26, 2019https://www.infowisesolutions.com/blog/an-understanding-of-various-microsoft--sharepoint-rolesTen ways SharePoint can Enhance Education<div style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Ten ways SharePoint can Enhance Education<br /><br /></span></h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Microsoft SharePoint is an excellent software for both students and teachers. In fact, one of its best use is in </span><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://support.office.com/en-us/article/videos-sharepoint-in-education-7db5f601-2e5f-4dd8-9584-5c82bc504c0e" rel="noopener">Education</a><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">. SharePoint complements teaching and learning both in ways that had not been possible before. It enhances learning and teaching not just in the classroom but also beyond the classroom too. More recently, Office 365 has amplified SharePoint to an even greater extent giving students and teachers more opportunities to have improved educational experiences. Whether it&rsquo;s the regular SharePoint, SharePoint Server, or Office 365&rsquo;s SharePoint Online, it boosts productivity in and outside the classroom. So if you don&rsquo;t understand what the </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">basic</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> core functionality of SharePoint is, it&rsquo;s quite simple. SharePoint is essentially a collaboration software that allows for collaboration in cyberspace. This comes handy in today&rsquo;s modern and connected world. SharePoint Online is highly recommended because it works within the Office 365 framework and provides even more to students and teachers thanks to integration with Microsoft Word Online, PowerPoint Online, Excel Online, OneDrive, and OneNote. While there are many ways SharePoint and its different iterations can help in Education, we point out ten ways how it can change the way one can teach and learn.<br /><br /></span> <ol> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_Seamless_collaboration_in" rel="noopener">Seamless collaboration in student groups</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_Document_Libraries" rel="noopener">SharePoint Document Libraries</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_saves_time" rel="noopener">SharePoint saves time</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_is_compatible" rel="noopener">SharePoint is compatible with all devices</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_enhances_distance" rel="noopener">SharePoint enhances distance learning</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_works_with" rel="noopener">SharePoint works with other Microsoft Productivity software</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_allows_for" rel="noopener">SharePoint allows for effective communications across student groups and more</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_allows_use" rel="noopener">SharePoint allows the use of cloud storage to save space on physical media</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_simplifies_planning" rel="noopener">SharePoint simplifies planning and progress tracking</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_allows_easy" rel="noopener">SharePoint allows <span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">easy</span> setting of permissions</a></li> </ol> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Seamless collaboration in student groups</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Students are usually given group assignments. Previously, each member of the group would need to be available physically to discuss the </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">assignment</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> and even collaborate. Sometimes, not every member of the group is </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">available</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> and going back and forth on texts and emails is time-consuming. At the same time, progress tracking gets even harder. These days, SharePoint aims to reduce the physical meetings to save time and work effectively. Group collaboration can simply be done online, in the cloud, via SharePoint. Discussions can be done online, and documents can be edited in real-time with other members of the group very </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">easily</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">. This way, time is saved, and each member can </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">easily</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> work on the document without issues. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint Document Libraries</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">All documents uploaded on SharePoint are saved in the SharePoint document library. SharePoint Online works in tandem with Microsoft OneDrive to store documents in the cloud. Every </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">document</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> uploaded by your group will be accessible via document libraries. This way, nothing needs to be emailed, and there&rsquo;s less back and forth between group members. It also becomes an archive of work done by the group accessible anytime.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint saves time</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">SharePoint allows for </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">easy</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> document collaboration. For example, one can work </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">easily</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> with team members on the same document, such as PowerPoint presentations. Presentation work can be divided among collaborators at the same time. Team members can work on their convenience, and that accelerates the work process and students </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">can</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> meet deadlines. At the same time, class slides and presentations can be saved on SharePoint for students to view later if they are unable to attend classes for any reason. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint is compatible with all devices</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">These days, students are working on a variety of </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">devices</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> that include laptops, desktops, tablets, and smartphones. The best part is SharePoint Online, as part of Office 365, will work on all compatible devices. So you can take your classwork home or to the library or anywhere you need to study. Whether it&rsquo;s a Starbucks or your home study, SharePoint will work on whichever device you plan to use. Your documents will be accessible from anywhere.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint enhances distance learning</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">These days the world has gotten a lot smaller thanks to technology. Education is no longer confined to a physical space such as a college, university, or school. Learning has now extended beyond the classroom. Online courses or online degree programs are becoming popular. They offer the convenience and flexibility that traditional classroom instruction doesn&rsquo;t necessarily provide. This is where SharePoint comes in because it enhances distance learning </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">exceptionally</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> well. Course documentation can be uploaded to the Document libraries or accessible via OneDrive. It can work hand in hand with OneNote for taking notes and tracking document progress. Teachers and students can work on documents together via SharePoint. This way, the distance between students and teachers is easily bridged. Live discussions can be held in real-time between students and teachers. This also includes live coaching and preparatory classes. The way collaboration takes place is so convenient and seamless, the student doesn&rsquo;t feel like he or she is missing out on classroom experience.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint works with other Microsoft Productivity software</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">If you use SharePoint within the Microsoft Office 365 framework, then it works seamlessly with Microsoft Word, PowerPoint, and other software. You can easily edit documents in real-time on Microsoft Word via SharePoint Online, </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">for</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> example. These documents can then be shared with collaborators everywhere across the world. </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Documents</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> can be saved easily on OneDrive, </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">which</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> is reliable cloud storage powered by Microsoft. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint allows for effective communications across student groups and more</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">SharePoint is incredibly powerful as it works well with Microsoft Teams, Yammer, and Skype for Business as well as for team communication. Similarly, teachers and students can also collaborate in the same way thanks to Microsoft SharePoint Online. Student groups can discuss and keep noted with Skype for Business or Yammer, Microsoft Teams, OneNote and SharePoint Online all working seamlessly together. The kind of productivity one gets by working with their groups or with their educators via SharePoint Online is excellent. Simple notes can be shared, progress can be tracked, and teacher-student communication, understanding lectures, and </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">notes</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">, slides- all of this is possible because SharePoint Online and its complementary software have taken collaboration and </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">communication</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> to the next level. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint allows the use of cloud storage to save space on physical media</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">To</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> carry homework assignments, coursework, and more, students usually require flash drives or some other physical media. All that hassle is eliminated with Microsoft SharePoint, as it works </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">great</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> with cloud storage services. </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">OneDrive </span>can<span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> store </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">as</span> <span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">many</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> document files </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">as</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> needed </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">in</span> <span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">the</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> cloud </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">and</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> accessible </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">from</span> <span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">any</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> device </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">anywhere</span> <span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">in</span> <span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">the</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> world.</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> Since it&rsquo;s in the cloud, it&rsquo;s secure and can be transferred to others easily. You can have others access your OneDrive cloud drive as well. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint simplifies planning and progress tracking</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">With Office365, SharePoint Online is very </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">effective</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">. You can use Outlook&rsquo;s online calendar that will allow you to plan, and the </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">calendar</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> can be shared with others in your group. Teachers can have students access their Outlook calendar if needed and so can groups plan for deadlines to make sure they&rsquo;re able to deliver assignments and projects on time. Note-taking, as well, is simplified thanks to OneNote. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint allows <span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">easy</span> setting of permissions</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">When working on group projects and assignments or even in distance learning, appropriate permissions need to be set by group leaders or instructors. </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Permissions</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> can be </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">set</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> within SharePoint Online within Office 365 framework as well as </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">standalone</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> SharePoint and SharePoint Server. This way, only those who are part of the group projects and assignments will be allowed to work on it with ease. </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">This adds a layer of security so that</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> groups can work on their </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">assignments</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> without any hitches or security concerns.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Conclusion</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">SharePoint is an all-round collaborative software, and within its many different iterations such as SharePoint Online, SharePoint Server, and SharePoint </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">stand-alone</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">, there&rsquo;s so much one can get out of it. If you&rsquo;re a student and teacher, or a student working on group projects and assignments can take advantage of its various features that save time and help them deliver their work on time. It enhances distance learning and communication </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">as</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> well. SharePoint has helped to bring Education and learning into the 21st century and can </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">enhance</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> your learning and teaching experiences </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">extremely</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> well. <br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Office-365-features-3-p.jpg" alt="Infowise-SharePoint" width="700" height="550" /><br /></span> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> Business Solutions, our client list includes some of the world&rsquo;s best-known higher educational institutes, that is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their Office 365 platform, to its fullest potential to quickly build a wide variety of modern solutions, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitalization process. <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><br /><br /></span> </div>https://www.infowisesolutions.com/blog/ten-ways-sharepoint-can-enhance-educationAmir ShingraySaturday, August 24, 2019https://www.infowisesolutions.com/blog/ten-ways-sharepoint-can-enhance-educationAn overview of Microsoft SharePoint-1<div style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Microsoft has been at the forefront of offering productivity solutions to various kinds of business and conventional customers. Office 365 is an all-round productivity suite that takes all your favourite Microsoft Office apps like Word and PowerPoint on the cloud. Then there's SharePoint. SharePoint Online is also part of Office 365. SharePoint is a powerful collaborative tool for teams and works with OneDrive for cloud file storage. It's a great platform that allows seamless collaboration with teams all across the organization regardless of geographical location. Wherever your team is, SharePoint bridges that distance. It works with all your favourite Office applications, so you're covered wherever you go. Whether its physical or virtual collaboration, you can count on SharePoint to help you and your team to get the job done.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">The best thing about Microsoft Office 365 is that all the included software are designed to complement each other. For example, we know already how SharePoint and OneDrive work so well in tandem with each other. Then, there's Word, PowerPoint, and Excel, that can work with OneNote and SharePoint. OneDrive will store all your documents and presentations in the cloud. This way everything is available as and when you need it. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint Document Library</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">The SharePoint Document Library is an excellent resource to store all your essential files and documents that can be used for collaboration. These will be accessible from any part of the world with any compatible device. The </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">documents</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> can be edited offline if you have the desktop version of SharePoint, but for the most part, document editing is done online because it's more convenient to save them in the cloud for easy access. </span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint Allows for Seamless Collaboration</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">It's effortless for multiple users to edit and work on documents at the same time in real-time. Like Google Docs, you'll know everyone that's working on your </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">document</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> at the same time, but SharePoint is more potent because it's part of the entire Microsoft Office 365 software suite. It's brilliant, practical, convenient, and saves time. Users can be logged on to SharePoint from different devices, mobile or desktop. This way, you and your team are always connected wherever they are. One excellent example here for teacher-student collaboration is as follows. A student is part of a distance learning program or for some reason, unable to attend his classes. All he needs to do is to read up on class notes left by friends or teachers and then submit the required assignment via SharePoint where the teacher can access the document and work on it. It's impressive how SharePoint can enable this kind of seamless collaboration so well.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint Site Creation</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">You can easily create project and group sites with Microsoft SharePoint. If you use Office 365, which is highly recommended, the site can easily be created from the home page. That also creates a group within the Office 365 environment for you and your collaborators, teammates and group. The sites can be easily shared with others if and when needed. Since the site is created within Office 365 and SharePoint, you and your team can work in both places if required. Permissions can be created for other people outside the </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">team</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> to have access to it as well. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Document Edit History is Maintained by SharePoint</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">A document, presentation, or a spreadsheet goes through various changes as the student works on it. </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">It's possible that</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> the student may require to go back to an earlier version of the document. In most cases, when one uses regular Word or PowerPoint, document history is usually not available or only saved temporarily. Most times, it's hard to go back to a past edit, especially when it's gone through so many changes. SharePoint maintains a history of your document, so it's easy to go back in time and edit on an earlier version of the </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">document</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">. The </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">document</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> history is located on the SharePoint Server. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Everyone on the Team has Access to Latest Document</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">When working in teams, everyone wants access to the latest document. If five people, for example, are working on the </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">document</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">, then whenever one of them makes changes to it, the changes are synchronized to all of the users of the </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">document</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> seamlessly. It doesn't matter which device the team members are using. Each of the collaborators will have the latest changes synced, and they could access the most recent document from any compatible device.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint and Compatible tools</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">SharePoint is more powerful when combined with other applications, especially within the Office 365 framework. To keep track of document changes, one can use OneNote to document any changes made to it. Calendars can be shared where vital deadlines and dates can be shared with members of the team. It's also a lot easier to break down tasks into smaller ones, and then use the calendar to mark deadlines for each of them. This way, everyone is aware of the work done on the document and how much time is remaining for the smaller subtask. </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">To</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> communicate with members of your team, you can use Yammer or Skype for Business. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint does everything!</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">SharePoint does everything from creating, sharing, and collaborating. It works equally well with content created elsewhere, and if you work within the Office 365 environment, the benefits are even more significant. It's extremely flexible. It's dependable and has been around for a good 18 or so years now. It's time-tested and backed by Microsoft, and you're getting the best in one software. There's a whole lot more you can discover once you start using Microsoft SharePoint. It's recommended to use SharePoint Online as its part of Microsoft Office 365, and that's where your productivity is greatly amplified. SharePoint puts the power and control firmly in the hands of you and your team and backs you at every step. Simply put, it does everything!<br /><br /></span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Office-365-features-3-p.jpg" alt="Infowise-SharePoint-Features" width="700" height="550" /></span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</span> <h1>Infowise</h1> Here at Infowise Business <a title="Infowise Business Process Solutions" href="https://www.infowisesolutions.com/solutions">Solutions</a>, our client list includes some of the world&rsquo;s best-known financial institutions.&nbsp; Our products that are used by the financial sector are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document filing. We have helped thousands of businesses across the globe in leveraging the power of their Office 365 platform, including SharePoint, to its fullest potential to quickly build a wide variety of modern business solutions, tailor-made to meet their business requirements. Through our implementation partners, we have been part of the digitization process for many businesses in the financial sector. Whether your preference is Microsoft Azure or Amazon AWS, our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best to get your financial institution on the cloud like so many others have taken advantage of. If you are unsure, then they can guide you on what works best for the institution&rsquo;s needs and customized solutions can be provided to fit the requirements. Cloud computing is the future, and the future is now. </div>https://www.infowisesolutions.com/blog/an-overview-of-microsoft-sharepoint-1Amir ShingrayThursday, August 22, 2019https://www.infowisesolutions.com/blog/an-overview-of-microsoft-sharepoint-1Save and Edit buttons on SharePoint Modern formsHi, New feature update: you can now add <em>Save and Edit</em> buttons to your Modern forms, created by Form Designer. Once clicked, the form will save the item, then load it again in the Edit form for further editing. Why would you want to do that? <ol> <li>Save your changes and continue editing. In larger forms it might make sense to save your work in the middle</li> <li>View changes performed by Actions. All your synchronous actions will be executed when the item is saved and the changes will be reflected on the form</li> <li>Load different, Edit form, from New form.</li> </ol> How is it different from our existing Redirect option? When using the form-level redirect, every save results in redirect, both from any save button and from the toolbar. With Save and Edit, you can have both regular Save buttons (which will work according to redirect settings of the form) and Save and Edit buttons, that always take you to the Edit form. Note that the browser will remain on the same page, but the whole form will be reloaded, which means that any rule that you have will be executed, including permission rules.https://www.infowisesolutions.com/blog/save-and-edit-buttons-on-sharepoint-modern-formsVladi GublerThursday, August 15, 2019https://www.infowisesolutions.com/blog/save-and-edit-buttons-on-sharepoint-modern-formsAn Overview of Microsoft 365 Security Center and Microsoft 365 Compliance Center <h2>An Overview of Microsoft 365 Security Center and Microsoft 365 Compliance Center</h2> Security and compliance are two significant concerns for businesses, especially in IT and financial services, and Microsoft realizes that. For businesses to make sure they&rsquo;re safe when it comes to security and <code>compliance,</code> Microsoft had an excellent solution known as the Microsoft 365 Security and Compliance center. It has since been replaced by two separate software solutions known as Microsoft 365 Security Center and Microsoft 365 Compliance Center respectively. There&rsquo;s even a different Office 365 Security and Compliance Center that has been around since 2015. The article focuses more on the recent apps- Microsoft 365 Security Center and Microsoft 365 Compliance Center that&rsquo;s replacing the Microsoft 365 Security and Compliance Center. <h2>Microsoft 365 Security Center</h2> The new Microsoft 365 Security Center gives you all the security features you need for your apps, devices, infrastructure, and more. It&rsquo;s a dedicated dashboard to fulfil all your security requirements. It analyzes your system and gives you a Security Score. It shows how secure your system and data are. It gives you options and areas where you can improve security on, and it&rsquo;s quite useful for IT admins. The dashboard will give you recommendations and let you take action on critical and even less critical issues as you see fit.<br />The main dashboard shows you all the security options at a glance, and you can click individual tabs for the more detailed look in the area you are interested in learning more of and improving. If you&rsquo;re an E3 or E5 customer, you can get alerts from various complementary Microsoft services such as Microsoft Cloud App Security, Office 365 ATP, Azure AD, and Microsoft Defender ATP.&nbsp;You can get even more proactive by doing real-time security checks as and when you need. You can schedule automatic checks of your entire organizational system. It&rsquo;s very powerful and ensures you&rsquo;re always a step ahead of malicious hackers who may want to send attacks to your system. You can protect different files and documents and other data in different ways by classifying them for specific kinds of protection.<br />Just like user privileges on Windows, you can assign them the same in the Security Center. You can decide which user can have access to what areas on the software. You can be admin and have another staff member to be the same too. Similarly, other users can have limited roles as per your preference. The user interface is quite user-friendly, and novices will find the learning curve barely steep. The dashboard will even give you access to detailed reports on the security status of your organization. All kinds of reports, and also customized ones can be accessed at a click of a button. <h2>Microsoft 365 Compliance Center</h2> <br />The Compliance Center makes sure your business is complying with regulations. It takes a look at your organization and offers solutions to boost your compliance. It helps you meet complicated compliance obligations thanks to tailored recommendations.<br />All the necessary compliance features such as sensitivity, retention labels, policies, data loss prevention (DLP), eDiscovery, case management, Cloud App Security, data subject requests (DSRs), eDiscovery and data governance are all accessible via the dashboard. It will point out all the missing links and help you fix issues via actionable insights.<br />Just like the Security Center, it has different tabs for its various areas that can be accessed directly from the dashboard. Once you start it, you&rsquo;re greeted by a helpful and friendly welcome banner that helps you get your organization correctly set up. Just like the Security Score in the Security Center, you get a scorecard as well from the Assess screen. It shows how your organization fares in terms of data security and compliance. Your scorecard is known as the Microsoft Compliance Score Card, and from there, you can visit the Compliance Manager. The Compliance Manager allows you to assess your configurations and tweak them to your preferences and possibly move your compliance score up too.&nbsp;<br />In the same area, you&rsquo;ll have access to two cards. One card will detail the organization&rsquo;s cloud app compliance, and the other will be about all the users sharing files in the organization. More data options can be explored via other links and even one on Cloud App Security. The next tab, known as Protect. So here, you have access to several cards that, on a higher level, give you access to everything you need to know about your organization&rsquo;s labels, DLP, shadow apps, third-party apps, shared files between the user and other things. Whenever you select a card, it will provide you links to reports on all the above areas so you can take the right actions.<br />Finally, the Respond section is equally <code>important.</code> The two cards here refer to active alerts and pending items, respectively. Once you go to each section, it will give you the complete information on status, severity, and what category they belong to, among other things. This way, you can respond to each issue presented to you one at a time. The left navigation panel gives you access to even more areas such as policies, alerts, reports, classification and solutions about compliance.<br />The best part about both the security and compliance center apps are that navigation is exceptionally user-friendly. All the information is entirely detailed, so you&rsquo;re always kept updated on changes in your security and compliance status.<br />With Microsoft 365 Security Center and Microsoft 365 Compliance Center, you get two compelling software solutions for your organization&rsquo;s security and compliance requirements. The tech giant has put a lot of options for you under the hood of each app to make sure your organization is prepared for the latest security threats and always adhering to compliance regulations. Microsoft will continue to bring more features to these two already excellent enterprise apps. Your enterprise is in safe and superior hands with Microsoft 365 Security Center and Microsoft 365 Compliance Center.<br /><br /> <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Office-365-features-2-p.jpg" alt="Infowise-Powerful-Enterprise-Apps" width="700" height="619" /> <h2>Infowise</h2> <br />infowise is a leading provider of forms and processes <a title="Business Process Solutions" href="https://www.infowisesolutions.com/solutions">solutions</a> for the Microsoft SharePoint platform. Financial services providers make a large section of our client's list. As authors of productivity and agility software, we're pleased, yet not surprised that these global financial businesses have adopted our tools in their daily productivity cycles. Our flagship package <a href="https://www.infowisesolutions.com/blog/Infowise%20Ultimate Forms">Infowise Ultimate Forms</a> is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.<br />UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions. <br />&nbsp;https://www.infowisesolutions.com/blog/an-overview-of-microsoft-365-security-center-and---microsoft-365-compliance-center-Amir ShingrayTuesday, August 13, 2019https://www.infowisesolutions.com/blog/an-overview-of-microsoft-365-security-center-and---microsoft-365-compliance-center-Action buttons in Form Designer and moreHi, We are excited to reveal new features in our Form Designer for SharePoint 2013+ and SharePoint Online. You can now add buttons to your form that set column values on demand. For instance, you can add a button to "approve" your vacation request, that will set approval status, approval date and maybe the name of the approver, with just one click. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/button08092019.png" alt="" width="320" height="398" /> You start by dragging a button on your form and placing it anywhere, even within a tab (BTW, you know that you can assign permissions to anything in Form Designer, even to a button?). Set a <em>label</em> you want, you can also choose the prominence <em>level</em> of your button (primary, which stands out, or default). Next, under <em>Type</em> select <em>Action</em>. You can now assign values to the columns in the list. Note that although those can only be writeable columns (for instance, you can't set a value to Created By), the actual permissions on the column do not matter, it can be Write, Read, Hidden or even completely absent from the form, as long as it's writeable on the list level. On the right-hand side you will use the value picker to assign the value to a static, typed-in value, to a column value or even to a function result, everything is supported. When you map more than one column, you can change the order of the actions. Note that the actions will executed in that order, so you can potentially reference a column you set a value to in the previous action later on, within the same button click. Another useful feature is the execution confirmation, you can add that to any kind of button, not just to Action buttons. The user will be asked to confirm the button click in a popup prompt, you can even specify what message will appear there. <h3>Query String Parameters in Pop-ups</h3> Our customers have been asking us to add this feature to Form Designer as it's heavily used in classic forms. When adding a new child item in Associated Items column, we pass the column values from the parent in the URL, so they can then be used in the default value rules on the child form. Basically, you can reference any parent column through a parameter named "iwfv_&lt;internal name of parent column&gt;", such as iwfv_Title. In Form Designer it's now also possible, both in Associated Items and in Connected Lookup (!). You can reference the parent column values in the same exact way, through default value rules. These features are already live in Office 365 and will be available on premises in the next version.https://www.infowisesolutions.com/blog/action-buttons-in-form-designer-and-moreVladi GublerFriday, August 9, 2019https://www.infowisesolutions.com/blog/action-buttons-in-form-designer-and-moreNew Client Onboarding in the Digital Banking IndustryDigital banking is becoming quite popular among Gen-Z because of the convenience it offers to them. To get new customers &lsquo;on-board,&rsquo; innovation readiness is quite crucial. The onboarding process should be completely automated, secure, and transparent. All terms, conditions, and rules should be carefully spelt out for end users. Each customer should be treated as an individual. Customization is key to get prospective clients interested in signing up. Every customer has different banking needs so that tailor-made experiences would be ideal. In traditional banking, customers get on-boarded by a human representative who makes them feel comfortable. They help you with filling out all the paperwork, answer all your questions, and get signed up. In digital banking, all this is done via technology. Fillable forms are utilized, which means that all the information required is presented in front of you. Sometimes, chatbots and live representatives can be provided to give real-time help and support, especially when the forms are a little too extensive. Digital banks need to have the right tools and web infrastructure to be ready to onboard customers. They don&rsquo;t need to turn anyone off from signing up. As long as the forms are simple and not too cumbersome, the customer will get comfortable, and within a short time, the onboarding will be complete. <h1>What is digital client onboarding?</h1> Before we get into digital onboarding, we need to understand what onboarding actually means. In simple terms, it describes the process to welcome clients on to your business, in this case, a financial institution. How a potential customer becomes, a client is what onboarding entails. It includes all the paperwork, documentation and identity verification that happens each time you walk into a bank to open an account. According to <a href="https://www2.deloitte.com/content/dam/Deloitte/lu/Documents/technology/lu-digital-onboarding-financial-services-digital-natives-112017.pdf">Deloitte</a>, &ldquo;Onboarding is a specific process that requires identifying customers and verifying their identity with a high level of security and low level of risk.&rdquo; Digital onboarding, on the other hand, is pretty much the same thing except everything is done online from the convenience of your phone, tablet, laptop, or desktop. Since everything is digital, you never have to walk inside a bank. In fact, there may never be a physical branch for that bank at all. Digital onboarding is ideally seamless and convenient, so you&rsquo;re signed up in just minutes as long as you have your valid identification ready. In a digital future, this kind of onboarding will become commonplace, so traditional and digital banks are implementing convenient and user-friendly onboarding. <h1>What are the steps for proper risk-free client onboarding</h1> There are a few steps required to ensure proper risk-free client onboarding. The idea of documentation here is simply filling out forms online. That&rsquo;s how banks collect client data digitally. It would be the same as filling paper forms in front of a banker at a branch. All this is simply done online where you just fill in your basic information. Once that&rsquo;s done, banks and other financial institutions have to verify the client data through anti-impersonation solutions. This is to protect clients and the financial institution for any potential identity theft. That brings us to the next step, which is when banks have to verify their new clients&rsquo; identity and ensure compliance to regulations drawn out by financial regulatory authorities. Such regulations would include AML, which is related to Anti Money Laundering, for example. <h1>What Technology is required for client Onboarding in the financial services industry?</h1> When it comes to digital onboarding, it&rsquo;s about utilizing current technology to provide a seamless solution for clients to hop &lsquo;on board.&rsquo; For example, according to Deloitte, Optical Character Recognition or OCR is one technology that can be used when collecting clients&rsquo; static data, identification documents, and verifying the accuracy of the collected data that are scanned by customers. These documents would include anything from a driver&rsquo;s license to passport or a national ID card. Anti-impersonation is important to ensure that customers or prospective clients are exactly who they claim to be. Whatever documents the prospective client submits needs to match their identity to ensure there&rsquo;s no identity fraud. In the UK, Knowledge-based Authentication technology is commonly used, while Facial Recognition is more common in the United States. Further verification of the identity is done via the &lsquo;Know Your Customer&rsquo; aka KYC technology. In order to comply with AML/ CTF regulations, this helps bank fact check customer data via background checks on the static data that was input by them when applying for an account. It even helps examine risks that each potential customer would present. This is known as contemporary risk. In normal circumstances, one signs documents with pen on paper. How can one do that digitally? Technologies such as an electronic signature or e-sign is a surety that both the customer and institution have signed a contractual agreement that is binding. <h1>What are the benefits of proper client onboarding?</h1> The number one benefit to proper client onboarding is earning the prospective client&rsquo;s trust. Redefining the user experience is vital to a solid onboarding experience. At the end of the user interface or UI is one that the prospective digital client interacts with the most on the financial institution&rsquo;s website. Everything is accessible and transparent; this includes all the fine print, rules, regulations, terms and conditions. Since everything is digital, there&rsquo;s no need for paper or worrying about saving folders or stacks of paper. One can access everything online as long as everything is laid out properly. <h1>What is Microsoft office 365 adding to enhance client onboarding for the financial services?</h1> What&rsquo;s important in client onboarding, especially digitally, is that the process is completely seamless for the end-user. The end-user here would be a prospective client. The UI needs to be clean, easy to understand and use, and should optimize for both desktop and mobile devices. The customer pain points need to be considered when designing an effective onboarding process. A proper customer journey should be outlined before designing the onboarding process. Everything from the initial stage when the customer loads the first landing page or in this case, the welcome page, should be entirely user-friendly. That&rsquo;s where the journey begins and ends when the application is finally submitted. A thank you page pops up with an email confirmation sent as well. Confirmation can be sent to a cellphone as well. Keeping all this in mind, Microsoft Office 365 presents an all-in-one solution for client onboarding. Since Office 365 runs in the cloud, all customer data can be seamlessly stored in the cloud and would allow the UI to be always online as well. Office 365 is also compliant with regulations from financial regulatory authorities, so that&rsquo;s an additional benefit. The customer data can be compiled properly and can be used for background checks, and so on. A proper client database can be maintained and updated with each new client acquisition. Office 365 can be extremely vital for all client onboarding initiatives undertaken by digital banks or those traditional banks that have a digital wing.<br /><br /> <h2><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-Industries.jpg" alt="infowise-office365-sharepoint-financial-services" width="700" height="581" /><br /><br /></h2> <h2>Infowise</h2> <br />infowise is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. Financial services providers make a large section of our client's list. As authors of productivity and agility software, we're pleased, yet not surprised that these global financial businesses have adopted our tools in their daily productivity cycles. Our flagship package <a href="https://www.infowisesolutions.com/blog/Infowise%20Ultimate Forms">Infowise Ultimate Forms</a> is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.<br />UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions. &nbsp;https://www.infowisesolutions.com/blog/new-client-onboarding-in-the-digital-banking-industryAmir ShingraySaturday, August 3, 2019https://www.infowisesolutions.com/blog/new-client-onboarding-in-the-digital-banking-industryAn Overview of Microsoft 365 Security Center and Microsoft 365 Compliance Center<div style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Security and compliance are two critical concerns for businesses, especially in financial services, and Microsoft realizes that. For </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">businesses</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> to make sure they&rsquo;re safe when it comes to security and compliance, Microsoft had an excellent solution known as the Microsoft 365 Security and Compliance center. It has since been replaced by two separate software solutions known as Microsoft 365 Security Center and Microsoft 365 Compliance Center respectively. There&rsquo;s even a different Office 365 Security and Compliance Center that has been around since 2015. This article focuses more on the recent apps- Microsoft 365 Security Center and Microsoft 365 Compliance Center that&rsquo;s replacing the Microsoft 365 Security and Compliance Center.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Microsoft 365 Security Center</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">The new Microsoft 365 Security Center gives you all the security features you need for your apps, devices, infrastructure, and more. It&rsquo;s a dedicated dashboard to fulfil all your security requirements. It analyzes your system and gives you a Security Score. It shows how secure your network and data are. It gives you options and areas where you can improve security on, and it&rsquo;s quite useful for IT admins. The dashboard will provide you with recommendations and let you take action on critical and even less critical issues as you see fit.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">The main dashboard for the Center shows you all the security options at a glance, and you can click individual tabs for a more detailed to deep-dive into the areas you are interested in learning more about how to make more secure. You&rsquo;re an E3 or E5 customer; you can get alerts from various complementary Microsoft services such as Microsoft Cloud App Security, Office 365 ATP, Azure AD, and Microsoft Defender ATP.&nbsp;You can get even more proactive by doing real-time security checks as and when you need. You can schedule automatic checks of your entire organizational system. It&rsquo;s a potent tool that ensures you&rsquo;re always a step ahead of malicious hackers who may want to send attacks to your network. You can protect different files and documents and other data in different ways by classifying them for specific kinds of protection.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Just like user privileges on Windows, you can assign them the same in the Security Center. You can decide which user can have access to what areas on the software. You can be admin and have other personnel to be the same too. Similarly, other users can have limited roles as per your preference. The user interface is quite user-friendly, and novices will find the learning curve barely steep. The dashboard will even give you access to detailed reports on the security status of your organization. All kinds of reports and also customized ones can </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">be accessed</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> at a click of a button.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Microsoft 365 Compliance Center</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">The Compliance Center makes sure your business is complying with regulations. It takes a look at your organization and offers solutions to boost your compliance. It helps you meet complicated compliance obligations thanks to tailored recommendations.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">All the necessary compliance features such as sensitivity, retention labels, policies, data loss prevention (DLP), eDiscovery, case management, Cloud App Security, data subject requests (DSRs), eDiscovery and data governance are all accessible via the dashboard. It will point out all the missing links and help you fix issues via actionable insights.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Just like the Security Center, it has different tabs for its different areas that can be accessed directly from the dashboard. Once you start it, you&rsquo;re greeted by a helpful and friendly welcome banner that helps you get your organization adequately set up. Just like the Security Score in the Security Center, you get a scorecard as well from the </span><strong style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Assess </strong><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">screen. It shows how your organization fares in terms of data security and compliance. Your scorecard is known as the Microsoft Compliance Score Card, and from there, you can visit the Compliance Manager. The Compliance Manager allows you to assess your configurations and tweak them to your preferences and possibly move your compliance score up too.&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">In the same area, you&rsquo;ll have access to two cards. One card will detail the organization&rsquo;s cloud app compliance, and the other will be about all the users sharing files in the organization. More data options can </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">be explored</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> via other links and even one on Cloud App Security.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">This</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> brings us to the next tab, known as </span><strong style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Protect. </strong><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">So here, you have access to several cards that, on a higher level, give you access to everything you need to know about your organization&rsquo;s labels, DLP, shadow apps, third-party apps, shared files between the user and other things. Whenever you select a card, it will provide you links to reports on all the above areas so you can take the right actions.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Finally, the </span><strong style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Respond </strong><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">section is equally important. The two cards here refer to action alerts and pending items, respectively. Once you go to each section, it will give you the complete information on status, severity, and what category they belong to, among other things. This way, you can respond to each issue presented to you one at a time. The left navigation panel gives you access to even more areas such as policies, alerts, reports, classification and solutions about compliance.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">The best part about both the security and compliance center apps are that navigation is exceptionally user-friendly. All the information is entirely detailed, so you&rsquo;re always kept updated on changes in your security and compliance status.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">With Microsoft 365 Security Center and Microsoft 365 Compliance Center, you get two compelling software solutions for your organization&rsquo;s security and compliance requirements. The tech giant has put </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">a lot of</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> options for you under the hood of each app to make sure your organization is prepared for the latest security threats and always adhering to compliance regulations. Microsoft will continue to bring more features to these two already excellent enterprise apps. Your enterprise is in safe and competent hands with Microsoft 365 Security Center and Microsoft 365 Compliance Center.<br /><br /></span> <h1><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-Industries.jpg" alt="infowise-sharpoint-office365-financial-services" width="700" height="581" /></h1> <h1>Infowise</h1> Here at Infowise Business Solutions, our client list includes some of the world&rsquo;s best-known financial institutions.&nbsp; Our products that are used by the financial sector are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document filing. We have helped thousands of businesses across the globe in leveraging the power of their Office 365 platform, including SharePoint, to its fullest potential to quickly build a wide variety of modern business solutions, tailor-made to meet their business requirements. Through our implementation partners, we have been part of the digitization process for many businesses in the financial sector. Whether your preference is Microsoft Azure or Amazon AWS, our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best to get your financial institution on the cloud like so many others have taken advantage of. If you are unsure, then they can guide you on what works best for the institution&rsquo;s needs and customized solutions can be provided to fit the requirements. Cloud computing is the future, and the future is now. <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</span> </div>https://www.infowisesolutions.com/blog/an-overview-of-microsoft-365-security-center-and-microsoft-365-compliance-centerAmir ShingrayFriday, August 2, 2019https://www.infowisesolutions.com/blog/an-overview-of-microsoft-365-security-center-and-microsoft-365-compliance-centerComparing Cascading Drop-downs in Ultimate Forms and PowerApps FormsI&rsquo;ve been spending a lot of time working with PowerApps Forms lately, and my general impression is that it&rsquo;s a powerful tool in the right hands. But I really think those hands need some serious development experience to make things work. Ultimate Forms provides a no-code solution that&rsquo;s simple to implement compared to SharePoint PowerApps Forms. Of course, both names are a little bit of an understatement &ndash; both tools can do a lot more than just create forms. But the amount of time and energy to generate similar results is typically much, much lower in Ultimate Forms. Cascading lookups are a good example of the different levels of effort required to construct solutions. First of all, in PowerApps cascading lookups are only available if you build a custom form. In Ultimate Forms, Connected Lookups are a feature that are available in all lists, whether you make a custom form or not. Both tools require you to start by creating your lookup tables &ndash; say for instance, category and item, or country and city. In PowerApps, you need to add dummy text columns into your list &ndash; you&rsquo;ll be populating them later, for now they&rsquo;re just placeholders. This isn&rsquo;t needed in Ultimate Forms. This is the point where things really diverge. With Ultimate Forms, you go into the Connected Lookup feature and create your cascading dropdown fields and connections with a few simple menu choices. Done. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-07-29_17-41-16.png" alt="" width="700" height="338" /> With PowerApps, you&rsquo;re really still at the beginning of the process. Here are the remaining major steps: <ol> <li>Create the custom form &ndash; this is the easiest part, it&rsquo;s just a click on the menu bar</li> <li>Remove and/or hide the unwanted fields that PowerApps <u>always</u> installs in a form (Title and Attachments)</li> <li>Change the dummy fields you created earlier from text fields to &ldquo;allowed value&rdquo; control types &ndash; this is a multi-step process that needs to be done individually for all lookup fields</li> <li>Connect the associated lists to the revised fields &ndash; one at a time, another multi-step process</li> <li>Unlock the data cards for the revised fields so that they can be edited</li> <li>Configure the controls for each data card to link them to the data in the correct order &ndash; this requires editing the code for multiple properties</li> </ol> <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/R2019-07-30_8-45-37.png" alt="" width="700" height="389" /><br /><img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/R2019-07-30_8-48-35.png" alt="" width="700" height="394" /><br /><img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/R2019-07-30_8-49-38.png" alt="" width="700" height="394" /><br /><img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/R2019-07-30_8-59-02.png" alt="" width="700" height="394" /><br />I think that this definitely qualifies as more complicated than Ultimate Forms. And one more important difference &ndash; you can only use PowerApps Forms with the SharePoint Modern Experience. Ultimate Forms works in both Modern and Classic experiences, giving you more flexibility. <p style="text-align: center;"><img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-07-29_17-42-51.png" alt="" width="700" height="576" /><br /><img style="border-width: 1px; border-style: solid;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-07-29_17-45-15.png" alt="" width="700" height="299" /> So, if you&rsquo;re looking for ease of use, speed, and the ability to create solutions without advanced development skills, and without the high cost of developer man-hours, it&rsquo;s pretty easy to see why Ultimate Forms may be the best choice for your organization!https://www.infowisesolutions.com/blog/comparing-cascading-drop-downs-in-ultimate-forms-and-powerapps-formsPhil GoldTuesday, July 30, 2019https://www.infowisesolutions.com/blog/comparing-cascading-drop-downs-in-ultimate-forms-and-powerapps-formsSupport for Managed Metadata in Modern formsHi, Happy to announce that we are now supported Managed Metadata columns in the Modern forms generated by Form Designer. Both single and multiple selection modes are supported. Note that some specific features, such as term path or "fill-in" values are not currently supported.https://www.infowisesolutions.com/blog/support-for-managed-metadata-in-modern-formsVladi GublerMonday, July 29, 2019https://www.infowisesolutions.com/blog/support-for-managed-metadata-in-modern-formsMicrosoft Azure Cloud Services vs. Amazon AWS services - When Cloud Giants Clash, Users Benefit Competition is healthy for the end-user. When two rivals clash in any industry, the ones who benefit most are customers. When Microsoft and Apple clashed, we saw some amazing products, whether it was the latest Windows or iOS operating system or the latest iPhone or Windows-powered devices. An even better example was when Sony and Microsoft competed on video game consoles. The Xbox and PlayStation consoles kept getting better with each generation offering consumers more choice and better products.<br />Similarly, cloud computing is a growing industry, and global tech giants have joined in on the bandwagon. Two major players are Microsoft Azure Cloud Services and Amazon Web Services (AWS). With these two giants competing with each other, the benefits go to the end user because each of them will try to out-do each other. Amazon Web Services and Microsoft Azure are two very powerful technologies and depending on your needs; you can choose either service. Both will offer a solid set of features so it may be difficult, but we&rsquo;ll try to make it easier for you by giving you an overview of both and see where they clash. <h1>Amazon Web Services</h1> Amazon Web Services started in 2006 and has come to a very popular cloud services provider since then. AWS&rsquo;s cloud hosting and storage are known to be extremely reliable. The <a href="https://aws.amazon.com/what-is-aws/">official website</a> claims it offers an array of 165 services from data centers all around the world. Two major components of AWS are Amazon Simple Storage Service (S3) and Elastic Compute Cloud (EC2). S3 is AWS&rsquo;s storage service component where you can store huge amounts of data via the object storage design. You get a fully functional web interface and can even host static websites as well. Space is scalable so if your needs change and require more storage space, it can be scaled to your requirements. That kind of flexibility is Amazon&rsquo;s hallmark. Amazon&rsquo;s website runs on this platform for data storage needs. This is proof that if Amazon&rsquo;s web infrastructure is using S3, then you can count on it yourself. There&rsquo;s 99.9% downtime which is hardly noticeable and negligible. Web applications or any kind of applications that require to be hosted on the cloud can utilize Amazon EC2. The cloud space used to install and run applications is known as an instance by Amazon. As and when you want, you can terminate any instance not needed or add more, which is what the &lsquo;elastic&rsquo; component refers to. Once again, Amazon provides an extremely flexible service for its cloud customers. Web apps could be websites or other kind of applications that require cloud storage. It&rsquo;s pretty impressive technology, and it&rsquo;s backed by Amazon- a brand name one can count on. It&rsquo;s a reputation built over two decades for reliability and trust. So with S3 and EC2, you get two amazing cloud storage options that businesses all over the world can use. Datacenters are global, so you&rsquo;re never short of storage and data is always accessible. Websites can be hosted via EC2 that is dynamic instead of static. E-Commerce websites or regular blogs or major business websites, whatever you want, can be hosted and ran on EC2. As your web traffic increases, you can scale your resources and how you see fit. Amazon AWS has been an attractive cloud computing option for <a href="https://aws.amazon.com/financial-services/">financial services providers</a> to migrate to the cloud. Several financial services companies have adopted cloud computing technologies. One such example is UK&rsquo;s Starling Bank that is an entirely digital bank and runs on Amazon AWS. One major US bank known as Capital One has taken advantage of the powerful features of AWS. All Capital One company applications since 2015 have been running on the cloud via AWS. That goes to show that AWS has been a viable cloud computing platform for financial services providers globally, and the success is evident as seen with Starling and Capital One. <h1>Microsoft Azure</h1> Now, Microsoft Azure is an equally solid option when compared to AWS. It was launched by Microsoft in 2010, and it&rsquo;s another impressive cloud computing service. We talked about Amazon&rsquo;s brand appeal and how it implies trust and reliability. Microsoft is no different. This tech giant is a household name. From the days of MS-DOS to Windows to Xbox to now Azure, Microsoft has always been innovative. It&rsquo;s one of the most diverse tech and software companies in the world. Bill Gates transformed it into a global giant, and the name means business. When you get Azure, you&rsquo;re getting decades&rsquo; worth of technology packed in one nice package. It's brilliant how Microsoft has shaped computing and technology as we see it today. Azure is a cloud computing platform that offers an immense amount of options depending on your needs. Website publishing, application hosting, virtual machines and more- it all comes under Azure. Virtual machines running both Windows and Linux can be utilized. Preconfigured virtual machines can also be provided for different kinds of software packages. Windows and Linux are two of the world&rsquo;s most widely used operating systems. The former, especially, has been around since the mid-1980s, and since Windows 95, the platform has been extremely popular globally. Microsoft Azure is a very powerful platform for cloud computing. For example, the <a href="https://docs.microsoft.com/en-us/azure/architecture/aws-professional/services">Machine Learning Service</a> can train, automate and deploy machine learning models. The Bot Framework can help you connect with customers on different channels such as Skype, Twitter, Microsoft Teams, Office 365, Slack, and more via bots. Azure Batch can allow you to run powerful cloud-hosted applications seamlessly. As with Amazon AWS, Microsoft Azure has been a viable alternative for cloud computing <a href="https://azure.microsoft.com/en-ca/industries/financial/banking/">for financial services companies</a>. The feature set and options available in Azure are extremely powerful, and the tools available are essential for financial services companies to move to the cloud. A few examples of financial services companies that have harnessed the power of Azure include TD Bank, Redwood Bank, Nedbank and more. Canadian giant TD Bank is at the forefront of cloud computing thanks to Azure. Similarly, we see a cloud revolution in banking in Africa, thanks to Nedbank. UK&rsquo;s Redwood Bank is revolutionizing banking in the cloud there. <a href="https://azure.microsoft.com/en-ca/industries/financial/banking/">Group COO of Kuwait Finance House Mazin AlNahedh</a> is quoted to have said, &ldquo;If I could advise someone interested in digital transformation, my advice is a partner with Microsoft. It is not about technology. It cannot be. It is about the quality and depth of the partner you work with to implement your digital vision.&rdquo; Endorsement from banks and financial services companies worldwide shows how much Azure has helped banking institutions and such to transform their services in a way to take advantage of the benefits of cloud computing.<br /><br /> <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-Industries.jpg" alt="infowise-sharepoint-office365-financial-services" width="700" height="581" /> <h1>Infowise</h1> Here at <a title="Infowise Financial Solutions" href="https://www.infowisesolutions.com/">Infowise</a> Business <a title="Business Process Solutions" href="https://www.infowisesolutions.com/solutions">Solutions</a>, our client list includes some of the world&rsquo;s best-known financial institutions.&nbsp; Our products that are used by the financial sector are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document filing. We have helped thousands of businesses across the globe in leveraging the power of their Office 365 platform, including SharePoint, to its fullest potential to quickly build a wide variety of modern business solutions, tailor-made to meet their business requirements. Through our implementation partners, we have been part of the digitization process for many businesses in the financial sector. Whether your preference is Microsoft Azure or Amazon AWS, our partners will assist and guide you on how best to get your financial institution on the cloud like so many others have taken advantage of. If you are unsure, then they can guide you on what works best for the institution&rsquo;s needs and customized solutions can be provided to fit the requirements. Cloud computing is the future, and the future is now. If you want your financial institution to widen its footprint in the cloud and be part of the digital transformation, then Infowise Business Solutions and its partners can help you. &nbsp;Please visit our &nbsp; <strong>References:</strong> <a href="https://azure.microsoft.com/en-ca/overview/azure-vs-aws/">https://azure.microsoft.com/en-ca/overview/azure-vs-aws/</a> <a href="https://aws.amazon.com/financial-services/">https://aws.amazon.com/financial-services/</a> <a href="https://azure.microsoft.com/en-ca/industries/financial/">https://azure.microsoft.com/en-ca/industries/financial/</a> &nbsp; &nbsp; &nbsp; &nbsp;https://www.infowisesolutions.com/blog/microsoft-azure-cloud-services-vs.-amazon-aws-services---when-cloud-giants-clash,-users-benefit--Amir ShingrayThursday, July 25, 2019https://www.infowisesolutions.com/blog/microsoft-azure-cloud-services-vs.-amazon-aws-services---when-cloud-giants-clash,-users-benefit--Thanks to Microsoft Azure and Amazon AWS, Financial Services are Jumping onto the CloudSome of the largest global financial institutions have moved to cloud, including the Canadian giant TD Bank, Bank of America, and Metlife.<br />According to PWC research, "mainstream Financial Institutions are rapidly embracing the disruptive nature of FinTech and forging partnerships in efforts to sharpen operational efficiency and respond to customer demands for more innovative services." Funding is moving from a venture capitalist dominated field towards more mainstream investments. PWC's report states that "According to research based on data from PWC's DeNovo platform, funding of FinTech startups has increased at a compound annual growth rate (CAGR) of 41% over the last four years, with over US$40 billion in cumulative investment. Cutting-edge FinTech companies and financial innovation are changing the competitive landscape, and are redrawing the lines of the Financial Services industry."<br />Major global banks are now jumping in on the cloud bandwagon to offer innovative and exciting experiences to their customers. "We are shaping the future of banking in the digital age by creating personalized, connected and legendary experiences across all of our channels," says Bharat Masrani, Group President and Chief Executive Officer, TD. He continues, "Our strategic relationship with Microsoft will help accelerate and fuel new and innovative banking experiences for our customers, clients and colleagues." <br />Bank executives realize the power and potential of cloud computing and how it can impact their business in the digital age. Investment in cloud computing continues to grow now on a global scale. American Banker reports that "seventy-one percent of bank executives surveyed in a recently released report says they plan to invest more in cloud computing, nearly four times the figure a year earlier, according to PricewaterhouseCoopers." <br />How Does Cloud Computing Benefit the Financial Industry?<br />The financial industry can benefit from cloud computing. The ever-growing need for storage space, security, reliability, convenience, flexibility and accessibility are all reasons for financial services companies to take advantage of cloud computing. Cloud computing ensures that financial services will remain relevant in the digital future and provide their customers with the most innovative services possible. We have discussed in detail about the benefits of cloud computing to the financial industry below. <h2>Security</h2> <br />Leading cloud providers such as Amazon, Microsoft, and Google have been monitoring regulatory developments to help their financial services clients stay ahead in all aspects of security and compliance.<br />The three areas regulators seem to focus on including Data Security, Cyber Security, and Risk Management.<br /><strong>Data Security</strong>: Regulators expect financial institutions to implement controls and safety measures to protect the security and confidentiality of data stored in the cloud.<br /><strong>Cyber Securit</strong>y: Financial regulators expect financial institutions to maintain a strong cybersecurity posture. In the cloud, security is a shared responsibility between the cloud provider and the customer.<br />Cloud providers offer multilayered security protocols, penetrations scans, and conduct security audits to assess vulnerabilities. <br /><strong>Risk Management</strong>: Compliance regulations require financial services to have a robust risk management process. To achieve that, cloud customers need to have an ongoing monitoring plan to ensure that they can have a timely response to any eventual risks in the cloud environment. All three major cloud service providers offer a set of governance and traceability tools. &nbsp; <h2>Cost-Effectiveness</h2> <br />Working on the cloud comes with huge cost-cutting benefits for the financial industry. Continuous investments on IT infrastructure, installations, updating, and maintenance are major expenses Banks and Insurance companies will not have to deal with when they move to a cloud service. Add to that cost of personnel, training, and administrative cost that is required to operate and maintain on-premise facilities. <h2>Storage and Big Data</h2> <br />Storage is one of the most substantial benefits of moving to the cloud. Due to compliance regulations, operational requirements, and internal banking rules, the Financial Industry generate large amounts of data. Due to millions of tractions in debit cards, credit cards, online payments, money transfers, and other daily transactions performed by retail clients, banks require massive storage space. The same applies to other non-retail banking, where brokerages and investment firms are required to keep and maintain records for a specified period. Data is not only necessary to be able to perform these transactions, but also for record-keeping as required by regulators.<br />Cloud services provide ample data storage capacity, and most clients pay for whatever storage they use. &nbsp; <h2>Scalability</h2> <br />Working on the cloud allows financial services to expand the usage of storage space on the cloud as they grow services, offerings, and or client base online. As their ecosystem expands, so will the need for more storage for infrastructure for the new architecture. Developing storage space on the cloud will be a lot easier and more cost-effective.<br />Building an Innovation Ecosystem<br />Moving into cloud services help banks and insurance companies build an ecosystem that fosters collaboration with technology startups in areas including blockchain, AI, AR, voice and image recognition. These are the technologies that banks, investments firms, insurance companies, and financial services providers need to embrace if they are to be relevant and able to compete in the marketplace. &nbsp; <h2>Compliance</h2> <br />Major cloud vendors take extreme measures to make sure that in joining with and offering services to finance industries, either party violates the no Compliances rule. Compliance entities, governmental, and industry associations have formed committees to work with some of the major cloud vendors for monitoring purposes. &nbsp; <h2>Access to superior technology</h2> <br />Powerful, state-of-the-art applications and computing infrastructure that small businesses could not afford otherwise are available via the cloud (e.g., accounting and customer relationship management packages). This access helps you to respond more quickly to changes in the marketplace, enter new markets, and transform ideas into new products and services at a much faster pace. &nbsp; <h2>Mobility</h2> <br />Cloud computing enables employees to work on the go. At any time, they access servers using smartphones and tablets for real-time monitoring and analysis, as well as access company emails, proprietary business applications, and CRM tools when they are out of the office or outside of business hours.<br />Cloud computing has been attracting many players in the financial services industry. The innovation, simplicity, ease of use, and convenience brought forward by cloud computing have encouraged more financial service providers to migrate to the cloud. This includes some of the world's top banking corporations, as mentioned above. It has been realized that to move forward and not get behind in the digital future, one needs to recognize the importance of cloud computing. Cloud services providers are always improving their offerings to keep attracting customers in the financial services industry. It is essential to make sure everything is streamlined and transparent for both the cloud services providers and cloud customers. The enormous need for increasing data also makes the cloud a viable option as opposed to physical drives. Cloud storage can be expanded on demand without upgrading or replacing your physical drives. Everything is stored securely in the cloud and accessible from anywhere in the world. Cloud services such as Microsoft Azure and Amazon Web Services are always making sure data stored on the cloud is always secure and protected from any security breaches. Thanks to all the innovations and consistent improvements in cloud computing and the desire to create robust ecosystems, financial services are looking at the cloud as their next and perhaps permanent home in the digital frontier.<br /><br /> <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-Industries.jpg" alt="infowise-azure-sharepoint-office365" width="700" height="581" /> <h2>Infowise</h2> <br />Here at Infowise Solutions, our client list includes some of the world&rsquo;s best-known financial institutions. Our products that are used by the financial sector are a cross-section of what we offer; workflow automation, process automation, advanced dynamic forms and document filing. We have helped thousands of businesses across the globe in leveraging the power of their Office 365 platform to its fullest potential to quickly build a wide variety of modern business solutions, tailor-made to meet their business requirements. Financial services companies have been taking advantage of our offerings for years, and we tailor them to their requirements. Through our implementation partners, we have been part of the digitization process for many businesses in the financial sector. We, through our partners, provide financial services all the assistance to go digital and we advise them on which cloud platform works better for them, Microsoft Azure or Amazon AWS, depending on their requirements. Please visit our partner's page and research which partner is best suited to deliver the service you require. <br />References <br /><a href="https://www.pwc.com/gx/en/industries/financial-services/assets/pwc-global-fintech-report-2017.pdf"><br /><br />https://www.pwc.com/gx/en/industries/financial-services/assets/pwc-global-fintech-report-2017.pdf</a><br /><br /><a href="https://azure.microsoft.com/en-ca/overview/">https://azure.microsoft.com/en-ca/overview/</a><br /><br /><a href="https://www.americanbanker.com/news/why-banks-are-finally-embracing-cloud-computing">https://www.americanbanker.com/news/why-banks-are-finally-embracing-cloud-computing</a> &nbsp;https://www.infowisesolutions.com/blog/thanks-to-microsoft-azure-and-amazon-aws,-financial-services-are-jumping-onto-the-cloudAmir ShingrayThursday, July 25, 2019https://www.infowisesolutions.com/blog/thanks-to-microsoft-azure-and-amazon-aws,-financial-services-are-jumping-onto-the-cloudWhy should I use Ultimate Forms instead of SharePoint PowerApps FormsThis is a question that I get asked a lot when I&rsquo;m giving demos of Ultimate Forms. It&rsquo;s a reasonable question to ask &ndash; I mean, PowerApps is more or less included in O365, so why would people want to spend extra money to buy an additional tool? I&rsquo;ve actually been spending a lot of time with PowerApps Forms recently, and I can tell you that it has some interesting features. I want to be clear that I'm not speaking of PowerApps in full - that's a much bigger topic, and I'm not enough of a developer to speak about it.&nbsp;&nbsp; My biggest take-away with SharePoint PowerApps Forms is that making things happen requires a fair amount of effort and skill in programming. This equates to development time, which equates to $$. A fundamental concept of Ultimate Forms is that it's possible to create complete end-to-end business solutions without code, just by making menu-driven choices. This puts "regular people" in the position of being able to quickly create their own powerful tools. As a "power user," I'm able to do things in Ultimate Forms that are completely beyond my reach in PowerApps Forms. For instance - Ultimate Forms&rsquo; form builder tool has a simple interface that allows you to drag and drop fields, containers and more directly onto the canvas. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-07-23_10-27-45.png" alt="" width="700" height="338" /> PowerApps Forms will let you add fields, but it&rsquo;s a multi-step process: <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-07-23_10-30-16.png" alt="" width="700" height="832" /> The Ultimate Forms tool is much easier to use for formatting look and feel. You can reposition fields by simply dragging and dropping. Changing colors and fonts is a user-friendly menu of choices. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-07-23_10-37-04.png" alt="" width="700" height="338" /> PowerApps Forms is sort of similar &ndash; but the interface is a little different for each kind of element, which can make it hard to figure out individual controls. This inconsistency in UI can make PowerApps harder to learn for non-developers. Another example - in Ultimate Forms, adding tabs to an input form is a simple drag and drop in the Form builder. PowerApps forms requires you to manually build tab buttons, and then program them for different active, inactive, and hover states. If you're looking to get up and running quickly, Ultimate Forms provides a clear advantage. One more example &ndash; cascading drop-down lists. In Ultimate forms, this takes seconds to set up, using the Connected Lookup feature &ndash; once you have it set up in your list, you can drop your lookup boxes onto the form. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-07-23_10-47-58.png" alt="" width="700" height="338" /> In PowerApps forms, this is theoretically possible, but I was never able to successfully figure out the programming to make it happen, even after doing a lot of research online. You can choose to see this as an example of my lack of programming skills, but seriously &ndash; I spent too much time trying to make it work. Both PowerApps Forms and Ultimate Forms can implement things like column validation and conditional formatting, but once again the methods of doing so are very different. PowerApps forms takes coding; Ultimate Forms only needs users to make choices from menus, with all the code being done for them in the background. In no way would I argue that PowerApps doesn't present some very interesting possibilities. In the context of SharePoint, I think it's probably the most useful when you've got a mobile-heavy user base - creating a mobile app that allows users to input information to a SharePoint list via their phone or tablet is a good example of where PowerApps shows strong possibilities. But in my opinion, SharePoint PowerApps Forms&nbsp;has the feel of a product that is targeted at a highly skilled audience - technical personnel that already has a level of expertise with PowerApps overall, and who have more advanced programming knowledge. So once again, if you're looking to save time, or looking to reduce costs by giving workable tools to non-developers, Ultimate Forms will provide you with features and capabilities that you won't be able to get as easily in PowerApps Forms. &nbsp;https://www.infowisesolutions.com/blog/why-should-i-use-ultimate-forms-instead-of-sharepoint-powerapps-formsPhil GoldTuesday, July 23, 2019https://www.infowisesolutions.com/blog/why-should-i-use-ultimate-forms-instead-of-sharepoint-powerapps-formsGeneration Z the Mobile Digital Native a New Era for the Financial Services<p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0%; margin: 0px; padding-left: 40px;"><em><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Bill Handel, Vice President of Raddon Research, is quoted in <a title="Financial Services Gen Z" href="https://www.americanbanker.com/slideshow/8-things-banks-need-to-know-about-gen-z">American Banker</a> to have said, &ldquo;Gen Zers have this notion of hating big banks &mdash; they don&rsquo;t like what they stand for &mdash; but they like the technology and location convenience they offer. When you look at BofA, Chase or Wells and how they advertise and promote themselves, it&rsquo;s so much about technology. That&rsquo;s the thing that differentiates them.&rdquo;</span></em> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <h2 style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">A Brief History of Digital Banking <br /><br /></span></h2> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Online banking goes back to the early 1980s. At the time it was referred to by home banking. The concept was quite primitive compared to how it has shaped up to its current form today. Chemical Bank in the US launched the Pronto home banking program via the Atari console but failed to attract a mass market for the six years it was available. It wasn&rsquo;t until the popularity of the internet that online banking started to </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">develop into what it is now. Back in 1995, Wells Fargo was the first US bank to add online account services on its website. In its early days, American banking consumers took their time to adopt the latest online banking technology as opposed to today. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Four years since Wells Fargo launched online account services, less than 0.4% of US households were using online banking. In comparison, the Swedes were a lot faster to adopt the latest technology trends in banking. The first online bank in Sweden started in November 1996. Almost two years later, online bank access adopted by around 7 to 8 % of the Swedish population. Mobile payments have become quite common today, but it&rsquo;s been around for around 20 years in Europe. A Finnish mobile operator introduced SMS payments in 1998 alongside downloadable ringtones before any other company in the world. The cost was a little more than what one would pay for SMS at the time. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;The mobile operator would charge the ringtone download, and mobile payments as a premium service and parts of the charges would pay the content and service provider. Today, mobile apps have, for the most part, replaced SMS payments as they offer a full suite of internet banking services instead of just mobile payments. We&rsquo;ve come a long way from just text messages!</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">The difference between traditional banking customers and digital banking?</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> We historically have always chosen convenience over any other factors when it comes to traditional banking. &nbsp;More so, we&rsquo;ll select the location as a foremost factor. Naturally, a bank that&rsquo;s close to home or workplace is very convenient. Less commute time and once you&rsquo;re there, you take care of business and go home. When it comes to modern online banking, we only look at convenience.</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> We</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> d</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">on&rsquo;t need</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> eve</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">n</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> t</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">o leave</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> ou</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">r homes,</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> an</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">d</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> al</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">l</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> th</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">e information</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> an</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">d services are available</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> a</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">t</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> th</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">e click</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> o</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">f</span> <span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">a button</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">. Whether you use a laptop, mobile phone, or a home desktop computer, you can access online banking easily via your bank&rsquo;s website or mobile app. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Today, traditional banks are still around. However, they are facing competition from online-only banks. Online-only or digital banking is becoming increasingly attractive to Gen-Z customers. It's </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">this a very tech-savvy generation</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">. For the most part, depending on the age, they have never seen life without the internet</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">.<br />On the other</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> hand, older Millennials have seen life before the internet. A transition is taking place in the banking industry. Generation Z customers would find themselves more comfortable with digital banking because they practically spend most of their waking hours on their cell phones. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Financial services would find it easier to market their banking apps to Generation Z customers. As users, they could access all their information on the phones. Bank transfers, transaction history, and check deposits via the phone&rsquo;s camera could be possible with just a few clicks. The right kind of marketing and offering of services makes digital banking a much viable substitute for traditional banking for Generation Z. Before marketing to this generation, financial services need to understand the digital banking customer, their needs, and who are represented by Generation Z. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">The modern client of financial services <br /><br /></span> <h2 style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Who is the new digital native?<br /><br /></span></h2> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Marc Prensky, back in 2001, coined the term &lsquo;digital native.&rsquo; It was directed towards the generation that grew up on MTV, video games, computers, internet, and </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">were always surrounded</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> by technology. That definition today would include those growing up on smartphones, tablets, and even smartwatches! The new digital native is precisely this current generation of youth growing up &lsquo;smart.&rsquo; Almost everything around them has a smart prefix to it. MTV got replaced for the most part by YouTube. Netflix has become the go-to service for video streaming. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> What shapes the shopping habits of the modern client for financial services, how that affect service delivery in the financial sector?</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">The modern financial services clientele is incredibly tech-savvy. They shop from Amazon, order food from online services such as Uber Eats, ride services like Uber and </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Lyft,</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> and use WhatsApp and similar apps for instant messaging. They&rsquo;re on Instagram, Facebook, Snapchat, Twitter, and whatever latest app becomes popular. They listen to music and watch videos on their phone. They prefer not to get behind the wheel if the work can be accomplished on their smartphone, whether that be an Apple iPhone or an Android-powered device. Knowing that they prefer to do most of their work from the comfort of their home on their smartphones, financial services should make their online services so more accessible and user-friendly that one does not need to step out of their house and drive to the nearest bank location. <br /><br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-gen-z.png.jpg" alt="Infowise-Financial-Services" width="700" height="598" /><br /><br /></span> <h2 style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Generation Z!<br /><br /></span></h2> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">McKinsey and Company call Generation Z (1995-2015) the &lsquo;first generation of true digital natives.&rsquo; While Millennials (1980-1994), for the most part, were raised during the internet explosion, they weren&rsquo;t true digital natives. They saw the metamorphosis of dial-up internet into today&rsquo;s 4G era. Early Millennials have seen life before the internet. They grew up adopting new technologies. They&rsquo;ve witnessed VHS. Cassettes, Audio CDs. DVDs. Blu-rays and now streaming. They&rsquo;ve used regular &lsquo;dumb&rsquo; cellphones and smartphones. They&rsquo;ve seen music videos on MTV and YouTube.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">In comparison, the earliest Generation Z grew up using smartphones and devices owned by their parents or having their own. The digital boom had already taken off by the time they reached adulthood. By the time they were tech-literate, smartphones were a norm. Generation Z </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">is wholly invested</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> in social media apps like Instagram, Snapchat and Facebook. Generation Z is the first generation to be born in an all-digital world, making this generation true digital natives even though the term </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">was initially coined</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> for Millennials. <br /><br /></span> <h2>Financial services and the heightened expectations of digital clients.</h2> <h2 style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</h2> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">As most of their activities are smart devices centred, Generation Z&rsquo;s preference would be to have full access to financial services online. They would be extremely less likely to make a trip to the nearest bank location unless necessary. They may not even use debit or credit cards but use their smartphones NFC chip to make transactions in-store or at restaurants. They&rsquo;ll be less likely to use cash for purchases but will pretty much be doing all their banking online. They would be most likely opting for financial services that are entirely digital and convenient. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <h2 style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">How modern platforms of WeChat, Apple, PayPal, and Uber shaped the user experience of digital bank clients?<br /><br /></span></h2> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Apple Pay and PayPal, for example, are increasingly becoming </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">popular</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> for online payments. PayPal even has a debit card that can be used just like regular debit cards and uses your balance for payments online or in person. PayPal is very popular for sending and receiving payments online and has a </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">robust</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> mobile app as well. Venmo is also a PayPal sister product and has been extremely popular among Generation Z for sending money online to their friends. Uber is perhaps the go-to rideshare company all over the world. With a few clicks on the app, you can get a ride within minutes. You don&rsquo;t need to pay cash as it automatically charges your credit or debit card. </span>The<span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> same expectations of convenience and user-friendliness are expected from</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> digital financial services as well. Everything would need to handled online and should be seamless.<br /><br /></span> <h2 style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> The role of Mobility and the modern financial services user<br /><br /></span></h2> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">The modern financial services consumer would highly depend on Mobility. Every service should be available via mobile apps and completely secure. This way, financial services can be accessed wherever the consumer is whether it&rsquo;s home, work, or at school. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> How Mobility affect the architecture of a modern digital platform and service delivery in the Financial sector?</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Most mobile banking apps feature transaction histories, account balances, bill payments, transfers, and other features. They&rsquo;re usually very user-friendly but more features such as online check deposits, and virtual payments would make things even better. Mobile apps make it very easier for modern consumers, and that&rsquo;s the advantage financial services can use to market their apps to them. <br /><br /></span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">As long as digital banks comply with regulations, it should be straightforward to offer an entire menu of services to the modern banking customer. Because of cloud-based solutions such as Microsoft Office 365, for example, products and services are found to be compliant to regulations. The cloud makes it very easy to store data, and it is perhaps inexpensive than storing it on physical drives. <br /><br /></span> <h2 style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Conclusion:</span></h2> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Modern banking customers, especially Generation Z, can fully utilize digital banking via the cloud. The reason being is because they use their mobile devices for mostly everything, they&rsquo;ll be the first to hop on the digital banking bandwagon. A cloud-based solution that offers Mobility, ease of access, and use and convenience is perfect for Generation Z. This generation </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">will happily open</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> digital bank accounts and use it daily without ever visiting a physical bank.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">This generation was born in the digital era and are comfortable with cloud computing. Z generation adopts digital banking as they have done with other things digital. For them, digital is the future, and the future is now. <br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-Industries.jpg" alt="Infowise Industries " width="700" height="581" /><br /></span> <h2>Infowise</h2> <br />infowise is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. Financial services providers make a large section of our client's list. As authors of productivity and agility software, we're pleased, yet not surprised that these global financial businesses have adopted our tools in their daily productivity cycles. Our flagship package <a href="Infowise%20Ultimate Forms">Infowise Ultimate Forms</a> is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.<br />UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions. <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">References</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><a href="https://www.americanbanker.com/slideshow/8-things-banks-need-to-know-about-gen-z">https://www.americanbanker.com/slideshow/8-things-banks-need-to-know-about-gen-z</a><br /><a href="https://www.nytimes.com/1985/06/09/business/the-executive-computer-when-technology-outpaces-needs.html">https://www.nytimes.com/1985/06/09/business/the-executive-computer-when-technology-outpaces-needs.html</a></span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><a href="https://www.forbes.com/sites/forbesagencycouncil/2018/07/24/six-ways-millennials-and-gen-z-shop-with-smartphones/#7da4672a3dbe">https://www.forbes.com/sites/forbesagencycouncil/2018/07/24/six-ways-millennials-and-gen-z-shop-with-smartphones/#7da4672a3dbe</a></span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><a href="https://www.wikiwand.com/en/Chemical_Bank">https://www.wikiwand.com/en/Chemical_Bank</a></span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;https://www.infowisesolutions.com/blog/generation-z-the-mobile-digital-native-a-new-era-for-the-financial-servicesAmir ShingrayFriday, July 19, 2019https://www.infowisesolutions.com/blog/generation-z-the-mobile-digital-native-a-new-era-for-the-financial-servicesOffice 365 and SharePoint- customizable and adaptable tools for Financial Industry’s Complex Compliance and Regulatory Policies.<h2>Internal Compliance Vs. External Compliance</h2> The financial sector, more than other industries, is under great scrutiny by local and federal governments' legislative and regulatory agencies. Some of these regulations are internal; some are external. An Internal Compliance program describes the internal control measures required for monitoring compliance within an organization. It serves as an in-house guide detailing internal protocols and procedures put in place to deal with risks. For internal regulations banking supervisors must be satisfied that effective compliance policies and procedures are strictly followed. External Compliance refers to laws, rules and standards set by legislators, central banks, governmental bodies, market conventions, and codes of practice ethics developed by industry associations. Before going deeper into Microsoft for Solutions for the financial services within the compliance context, we need to define a few things: <h2>What are Microsoft Office 365 Services?</h2> Microsoft definition of Office 365, as such, "Microsoft Office 365 is a cloud-based service that is designed to help meet your organization's needs for robust security, reliability, and user productivity." The best part is that it runs in the cloud and is continuously monitored by Microsoft engineers for safety, reliability, and security. <p style="text-align: center;"><br /><br />**************** <p style="text-align: center;">&nbsp;<em>&ldquo;UBS is a leading the industry in public cloud adoption by using Microsoft Azure for global scale, security, to improve business agility, reduce costs and gain a competitive edge.&rdquo; UBS is one of many global giants that decided to migrate their data and services to Microsoft Cloud.</em> <p style="text-align: center;"><em>Microsoft press release- April 26, 2017.</em> <p style="text-align: center;"><em><br />**********<br /></em> <p style="text-align: center;"><br /><br /> As Microsoft Press Release back in 2017, Office 365 services have earned respect and trust of major banking groups globally. For example, Swiss banking giants UBS Group is moving their confidential banking data to Microsoft data centers. "Tremendous transformation is taking place in the financial services industry, and technology is increasingly providing a competitive advantage to firms," said Judson Althoff, executive vice president, Worldwide Commercial Business, Microsoft Corp. "UBS is a model of digital transformation in the financial services industry.&rdquo; With Microsoft Azure, the firm receives all the advanced technological and economic benefits of cloud technology. The rush to the cloud by significant banking institutions is underscored by Microsoft's investments in security, transparency and regulatory compliance. As such, UBS can innovate while doing business all over the globe. <h2>So, what does Office 365 include?</h2> The business packages come with productivity software such as Office with all its essential components, collaboration packages as in SharePoint and Team. Office Online has all your favourite office software such as Word, PowerPoint and Excel with additional powerful features.&nbsp; Advanced packages include storage packages such as Exchange and OneDrive. These packages, as mentioned afore, allow for more effective collaboration between and within teams wherever they are located. Everything happens in the cloud from document exchanges, interactions and more. SharePoint works in tandem with other included apps in the Office 365 suite. <h2>Microsoft Cloud Financial Services Compliance Program (FSCP)</h2> According to the Microsoft Cloud Financial Services Compliance Program, "The Microsoft Cloud Financial Services Compliance Program (FSCP) was specifically created to help financial services and regulated financial affiliates assess the risks of using Microsoft's cloud services. The FSCP offers deep insights into Microsoft cloud services' capabilities, risks, and performance. The FSCP is available to customers using Microsoft Office 365, Microsoft Azure, Microsoft Dynamics 365, and Microsoft Intune." <h2>Difference between Compliance and Operational Risk?</h2> Both Compliance and Operational Risk are considered as Non-financial risks. The Basil Compliance Accord document states that "there is a close relationship between compliance risk and certain aspects of operational risk." It also says that "' compliance risk' is defined as the risk of legal or regulatory sanctions, material financial loss, or loss to reputation a bank may suffer as a result of its failure to comply with laws, regulations, rules, related self-regulatory organization standards, and codes of conduct applicable to its banking activities (together, "compliance laws, rules and standards"). <h2>Types of Compliance Requirement</h2> Cloud computing is a beneficial tool, but it does pose some risk. Regulators and professional associations are keen on evaluating these risks while developing majors to help mitigate potential risks. Adapting a strong risk governance and management practices in today&rsquo;s digital business environment are imperative in a world where cloud computing and its usage is becoming very commonplace. Regulators focus on a few essential areas when evaluating compliance policy: <h2>General Banking and Insurance regulations</h2> In terms of general banking and insurance, there are regulations that software like Office 365 would need to meet compliance for. Examples would include MiFID II, Solvency II, and Anti Money Laundry. <strong>Impact on Cloud Deployment:</strong> These days, it's common to have transaction recording and recordkeeping requirements. With these, one may run into challenges about cloud deployments such as voice recording requirements. You'll even find requirements related to logging and specific data retention within these regulations. <strong>Broker-dealer specific regulations</strong> The term broker-dealer is used in U.S. securities regulation parlance to describe stock brokerages because most of them act as both agents and principals. A brokerage acts as a broker (or agent) when it executes orders on behalf of its clients, whereas it acts as a dealer, or principal when it trades for its account." The Security and Exchange Commission (SEC) is the regulating body for broker-dealers in the United States. SEC 17a-4 is one example of broker-dealer regulations. It pertains to records kept by brokers and dealers and the period they're required to be maintained. Impact on Cloud Deployment:&nbsp; For these, expensive logging and brokerage surveillance processes are required to be implemented within the service <strong>Cloud and Outsourcing regulations</strong> There are certain regulations that are important to know about cloud and outsourcing regulations in both the US and the UK/EU. For example, one must be careful to adhere to FFIEC guidelines in the US and the EBA and PRA guidelines in the EU/UK.&nbsp; Impact on Cloud Deployment: All financial supervisors see cloud computing as a form of outsourcing. These regulations are a primary focus when moving applications into the public cloud, and a broad range of risks are addressed in these regulations. Many of them appear as soft law (guidelines) or exist on a country-by-country basis, which may make the assessment process more complicated for multinational FI's.&nbsp;&nbsp; <em><strong>Benefits of Using SharePoint, Office 365 for Streamlining Compliance Policies</strong></em> <h2>Compliance</h2> When it comes to compliance, Office 365 has financial institutions covered. Compliance Manager assists IT managers to come up with custom risk assessments for applications that their financial institutions use. With Office 365 Advanced Message Encryption, admins can have their encrypted emails expired and revoked. High-risk content like phishing emails and confidential data that is leaked can be worked on and taken care of to minimize risks to the institution. <h2>Collaboration</h2> Thanks to Office 365, now users can collaborate with your teams and connect to resources all in the same place. Such capabilities allow users to stay in touch with customers, teams, and stakeholders. <h2>Productivity</h2> Office 365 is for the modern IT admin. You're productive wherever you go. You're never out of reach from Office 265 whether it's mobile, your desktop or any other device. It allows for ease of collaboration thanks to Microsoft SharePoint Online as well. Indeed, cloud users gain productivity is boost thanks to additional features in Word and PowerPoint as well. All software can are available on the go with along with your documents safe and secure in the cloud. Team members can access presentations and reports on the fly from any device and work anywhere with teams across the globe. <h2>Customer Service</h2> Technical service is available to IT admins round the clock, so whenever there's a critical issue, help is just a phone call away. Office 365 is always by your side for quick response to all problems. IT admins don't need to worry as they can get live help right away on the phone. <h2>Mobility</h2> Office 365 offers financial institutions IT teams&rsquo; complete mobility. They can work 24/7/365 from any mobile device and have access to the cloud. Since everything is in the cloud, all data is seamlessly accessible from all supported mobile devices. It's convenient and flexible and saves time. No work or data or task is out of reach and IT admins can efficiently work on their mobile devices, especially in times of urgency. Cost-Effectiveness Office 365 Business comes in three different flavours: Business, Business Premium and Business Essentials all reasonably priced. Thanks to the low cost of Office 365, you can always be productive without spending too much. It's a suite of software and services is more than worth its reasonable price. You get the backing of one of the world's largest software giants Microsoft and time-tested software at your fingertips. It doesn't get any better than this. <h2>Security</h2> Security threats are a reality when it comes to financial institutions. Data security is essential, and Office 365 provides all the safeguards that financial institutions require and adhere to regulations as well. In general, all prominent cloud providers, Microsoft Azure, Amazon AWS and Google Drive, offer a host of security compliance and governance features. As well major cloud providers support security standards and compliance certifications including PCI-DSS, HIPAA/HITECH, FedRAMP, GDPR, FIPS 140-2, and NIST 800-171. <h2>Conclusion</h2> In collaboration with Microsoft and our implementation partners, we do our best to make sure that our products used in the financial services follow compliance rules and regulations. There is a strong defence and safeguard against any security threats offered by the leading organization in the offering cloud service. Furthermore, we make sure we deliver the best customer service to end clients and businesses. Additionally, cloud users benefit from cost optimization, productivity and mobility provided by our partners. Office 365 is there to make sure the IT departments within financial institutions stay stress-free. Everything from hardware configuration, software installation, ongoing support, maintenance, administration, to capacity planning is streamlined to make their lives easier.&nbsp; Office 365 is designed to do all the hard work for your IT gurus so that they can handle all the above tasks a lot easier. They can make sure your data is secure, protected, and backed up, and the servers are consistently maintained. It's cost-effective too, so there's more bang for your buck. Overall, Office 365 offers a complete all-in-one solution for financial institutions' IT requirements and that also help them follow regulations. Here at Infowise Solutions, our client list includes some of the world&rsquo;s best-known financial institutions.&nbsp; Our products that are used by the financial sector are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document filing. We have helped thousands of businesses across the globe in leveraging the power of their Office 365 platform to its fullest potential to quickly build a wide variety of modern business solutions, tailor-made to meet their business requirements. Through our implementation partners, we have been part of the digitization process for many businesses in the financial sector. Please visit our<a title="Find a partner" href="https://www.infowisesolutions.com/partners/list" target="_blank" rel="noopener"> partner's page</a> and research which partner is best suited to deliver the service you require. &nbsp; <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-Industries.jpg" alt="infowise-sharepoint-office365-financial-services" width="700" height="581" /> <h2>Infowise</h2> <br />infowise is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. Financial services providers make a large section of our client's list. As authors of productivity and agility software, we're pleased, yet not surprised that these global financial businesses have adopted our tools in their daily productivity cycles. Our flagship package <a href="https://www.infowisesolutions.com/blog/Infowise%20Ultimate Forms">Infowise Ultimate Forms</a> is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.<br />UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions. &nbsp; &nbsp;https://www.infowisesolutions.com/blog/office-365-and-sharepoint--customizable-and-adaptable-tools-for-financial-industry%E2%80%99s-complex-compliance-and-regulatory-policies.Amir ShingrayTuesday, July 16, 2019https://www.infowisesolutions.com/blog/office-365-and-sharepoint--customizable-and-adaptable-tools-for-financial-industry%E2%80%99s-complex-compliance-and-regulatory-policies.Office 365 and SharePoint have Optimized Financial Services on the CloudMicrosoft defines SharePoint Online as &ldquo;a cloud-based service that helps organizations share and manage content, knowledge, and applications to empower teamwork, quickly find information and seamlessly collaborate across the organization.&rdquo; SharePoint Online is part of the Office 365 family. Office 365 pretty much gives you the standard, time-tested Office productivity software like Word, PowerPoint, Excel and email packages and all based in the cloud. Now, your favourite software is on the cloud, so it updates itself, and your documents and presentations are available and accessible in the cloud at all times. The entire suite of software can be accessed from any device- mobile or desktop. You can work seamlessly anywhere using any device you own. So it offers ease of use, convenience, and flexibility. You&rsquo;re never away from your work or your teams. SharePoint Online is a powerful collaboration platform that can be used across teams remotely. In SharePoint collaboration is accelerated, and since its part of Office 365, you can use all of the goods that come with Office 365. OneDrive for Business is a cloud storage service that allows you to store all your data on the cloud securely. It can be accessible on all devices compatible with OneDrive for Business. Financial Institutions thrive on providing excellent customer service, and this is where Office 365 and SharePoint Online come in. All confidential customer data can be stored in the cloud by financial institutions via OneDrive for Business. Data can be shared across different customer service departments via SharePoint Online. Since everything is in the cloud, it&rsquo;s all highly secure, and collaboration is easily possible as well. At the click of a button, customer service agents of financial institutions can access all customer-related data when a customer calls. It&rsquo;s perfect for remote operations and even if your customer service team has been outsourced to another part of the globe. Office 365 will enable agents to update customer data on the fly, and there&rsquo;s less hold time on the phone. If the customer wants to access his or her data online via online banking, all his or her transaction history, current balance and more will be available. This is because the online banking system is powered by Office 365. All the data is already stored in the cloud, and IT admins can simply make every information available for customers at their fingertips.<br />There are several reasons why Office 365 has been an instrumental tool in the digital transformation journey of a few financial services power players such as TD and Bank of America. The reasons lie within the software suite itself and are as follows: Reasons that make these platforms suited for Financial Services: <h2>Compliance</h2> Microsoft&rsquo;s Financial Services Compliance Program (FSCP) is designed to make sure the cloud services and products, including Office 365 comply with regulatory authorities&rsquo; requirements. This way, financial services institutions can rest easy that using Office 365 will keep them safe in front of regulatory authorities. <h2>Collaboration</h2> <br />Office365 provides excellent opportunities for collaboration in the Cloud. SharePoint Online is superb when it comes to collaborating with teams across the globe remotely. Ideas, documents, presentations and more can be exchanged on the fly. Microsoft Teams helps different teams work well together on their projects wherever they are in the world. Microsoft Teams allows teams to communicate and collaborate effectively via group chat, share data and files, and even work together on business apps. It&rsquo;s all part of the Office 365 family and very useful. <h2>Productivity</h2> <br />Office 365 provides world-renowned productivity software and all accessible on the Cloud. Word, PowerPoint and more are at your fingertips. For generations, these have been enjoyed by businessmen, college students on their laptops and desktops, but now Office 365 has updated them for the modern businessman, IT admin and student. All customer and client data can be stored with on Excel and Word and accessed from any device anywhere in the world. Documents can be made and sent off on the fly. They can be stored securely on the Cloud. <h2>Customer Service</h2> <br />Whenever any tech support is needed, Office 365 has agents ready to help 24/7/365. Whenever IT admins are stuck, they can avail support on the fly and get back to work. At the same time, Office 365 is a Microsoft product, and the company has been at the forefront of productivity software for decades. This is why one can always expect and receive the most excellent support from reliable techs wherever you are in the world. <h2>Mobility</h2> <br />Office 365 was designed with Mobility in mind. Mobile phones, desktops, tablets, or laptops- you can access Office 365 on all these devices. Ultimate productivity is in the palm of your hands. If you work remotely with teams across the globe, you are connecting via Office 365 thanks to the power of the Cloud. <h2>Cost-effectiveness</h2> <br />One suite of productivity and collaborative software brings you so much in one package. There are three editions of Microsoft Office 365, including Business, Business Premium, and Business Essentials. Financial institutions can purchase a subscription to whichever edition that best works for them. All three versions are reasonably priced, and overall, three of them offer the best productivity and collaborative software on your fingertips. <h2>Security</h2> <br />Office 365 offers excellent protection for financial institutions. All documents, presentations, customer data and information, are stored securely on the Cloud. Azure and OneDrive for Business provide excellent storage for all crucial and critical customer data that can be accessed anywhere via the Cloud. Microsoft engineers are working round the clock to make sure the data is safe and secure and protected from all threats and attacks. Passwords, usernames and all online banking data is safe and securely stored and can only be accessed by authorized users and away from the wrong hands. <h2>Conclusion:</h2> <br />IT admins of financial institutions can make use of platforms such as Office 365 and SharePoint because these Cloud solutions offer convenience, flexibility and enable productivity. Improving user experience for not just customers of financial services but also staff, agents, brokers and off-site team members. All customer data can be securely stored on the Cloud and be made available to agents, customers, online chat specialists. It is also in compliance with local banking regulatory authorities. There&rsquo;s a whole lot of confidential data that customers want to have access to. Office 365 offers productivity software that organizes the data correctly so that the end consumer and customer service agents benefit. If there are any issues, they can be resolved with ease and simplicity. The data can be accessed on all supported mobile devices if one is away from their home PC or laptop. There&rsquo;s an increased demand for dependable customer service in financial services today because customers want to know where their money is and how they are managing their finances. It&rsquo;s because the data is so crucial and critical, Office 365 helps IT admins come up with solutions to provide customers and agents with the best solutions possible. Office 365 harnesses the power of the Cloud to deliver the best experience possible, and it&rsquo;s a win-win for everyone.<br /><br /> <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-Industries.jpg" alt="Infowise-SharePoint-Solutions-Financial-Services" width="700" height="581" /> <h2>Infowise</h2> <br />infowise is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. Financial services providers make a large section of our client's list. As authors of productivity and agility software, we're pleased, yet not surprised that these global financial businesses have adopted our tools in their daily productivity cycles. Our flagship package <a href="https://www.infowisesolutions.com/ultimate_forms" rel="noopener">Ultimate Forms</a> is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization. <br /><span class="uf">UltimateForms</span> supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions. <br /><br />https://www.infowisesolutions.com/blog/office-365-and-sharepoint-have-optimized-financial-services-on-the-cloudAmir ShingrayFriday, July 12, 2019https://www.infowisesolutions.com/blog/office-365-and-sharepoint-have-optimized-financial-services-on-the-cloudBusiness Use Case – Equipment check-out systemI was speaking to one of our customers recently, and he was quizzing me about how he might be able to solve a problem. In his company, people check out a variety of equipment for various jobs &ndash; projectors, spare laptops, test equipment, even some small peripheral items. Unfortunately, as you can guess, not everyone is so great about returning things &hellip; He was asking if it would be practical to set up a &lsquo;library&rdquo; sort of system where the borrowing could be tracked and managed. The answer is, &ldquo;Of course!&rdquo; There could be quite a difference in how you chose to deploy this, but I have used one approach in the past that I think would do the job with just a little tweaking. As always, it starts with the list. I decided to use the list to record the information about who and when items were checked out, with details on the equipment itself feeding in from Ultimate Forms cascading look-ups, so that users could be led to the right equipment more easily. This shows up nicely using the new, modern form builder tool: <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-06-27_13-25-54.png" alt="" width="700" height="575" /> To track duration, I used the date created as the default check out date, and requested use end date &ndash; then added three days to that as a calculated check-in date. &nbsp;I added an Ultimate Forms Color column for checked out/checked in status. The last thing I did for the list set up was to build a &ldquo;Late?&rdquo; column. To keep the value of that accurate, I created an Action that compared the due date to today&rsquo;s date. If today was greater than the due date, and status did not equal &ldquo;checked in,&rdquo; the value of Late updated to reflect that. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-06-27_13-27-52.png" alt="" width="700" height="295" /> Now that the list was done, it was really only a matter of creating some Ultimate Forms Alerts. I created three: <ul> <li>An alert that went out on the originally entered end use day, reminding the user that they had three days to return the item (and advising them to change the end date if circumstances had changed).</li> <li>An alert that triggered the day after the due day to remind them again, UNLESS the status had been changed to checked in. This alert repeated every day for five days or until they checked in the item.</li> <li>An alert that triggered after one week if the item was still outstanding with a copy going to their manager.</li> </ul> <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-06-27_13-19-38.png" alt="" width="700" height="338" /> That was really it. Yes, there are lots of other refinements possible, such as preventing people from checking out items that were already in use &ndash; but for a simple system that took a minimal amount of time to build, I think it provides a workable solution with very little effort for set-up. &nbsp;https://www.infowisesolutions.com/blog/business-use-case-%E2%80%93-equipment-check-out-systemPhil GoldThursday, June 27, 2019https://www.infowisesolutions.com/blog/business-use-case-%E2%80%93-equipment-check-out-systemPractice Using Form Designer<img style="border: 1px solid black;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/fdgs-banner-2.jpg" alt="" /> Admit it - you have been putting off using the new&nbsp;<strong>Form Designer&nbsp;</strong>tool! Well, not all of you. But I know that many of us are so comfortable with the way that we have building custom forms using existing tools, that it is very hard to break old habits. It's time to start breaking those habits! The <strong>Form Designer </strong>tool is definitely a major improvement in how to build <strong>dynamic forms </strong>and&nbsp;it really does add many possibilities that simply don't exist with the classic <strong>Tabs and Tab Permissions</strong> settings. I suggest an incremental approach in adopting the new tool set. Start with some basic forms and processes and grow from there. You don't have to abandon your old form layouts. All of the classic settings and approaches are still viable, but you should strive to tap into the new process which opens up new possibilities and ease of use. This is very much like the changes with&nbsp;<strong>Modern UI </strong>that Microsoft has been pushing out. This comes with some bumps along the way, but we can't resist change forever. We have to adapt and get on board with these changes since they are integral to the platform. In short, it's time to&nbsp;<strong>start practing with the new Form Designer tool</strong>. We strive to make this as easy as possible for you by providing resources to help you learn and easy step by step instructions to do some practice. Today, we've added a detailed walk through to let you practice building a basic form with lots of screen shots so that you don't get tripped up. Just follow the steps and you'll have your new form up and running in minutes! At the end of July, we'll have a&nbsp;<strong>Build it Now with Infowise&nbsp;</strong>workshop showing how to build an even more advanced form from scratch in our live workshop. You can still <strong>sign up for this free workshop from the top of the Infowise Settings sreen now.</strong> Additionally, we will be publishing a series of <strong>Tutorials&nbsp;</strong>in the next several weeks providing additional detailed instruction on how to use each of the various configurations tools availble. We'll post updates to let you know when this information becomes available. There is a lot to love with the new&nbsp;<strong>Form Designer&nbsp;</strong>tool. The <strong>Drag and Drop&nbsp;</strong>interface means form building is faster and easier than ever. The <strong>What you See is What you Get&nbsp;</strong>interface let's you see what your form will look like as you are applying settings. Additionally, all configuration related to column permissions, styles, dynamic rules and validation are all done from one interface. This saves lots of time since you won't have to navigate back and forth between several differenct screens. So yes,&nbsp;<strong>Form Designer is the way of the future with Ultimate Forms</strong>. It's time to get on board! <a href="https://www.infowisesolutions.com/training/getting-started/form-designer---make-a-basic-form">&raquo; Practice Form Designer Tutorial Here</a>https://www.infowisesolutions.com/blog/practice-using-form-designerWill CooperThursday, June 27, 2019https://www.infowisesolutions.com/blog/practice-using-form-designerUsing Ultimate Forms to Build a Records Management SystemI was struggling the other day with Records Management in SharePoint. I was trying to follow the steps for building out a Records Center, but the documentation was incomplete and inconsistent. I only became more discouraged after talking to Microsoft Support &ndash; apparently, no one at Microsoft has ever used this feature and they can&rsquo;t even guarantee that it still works after recent changes. &ldquo;But how hard can it be,&rdquo; I asked myself, &ldquo;to build a process that looks at documents&rsquo; creation date and after X years moves them to an archive? And then after X+Y years in the archive, deletes them? Well, the answer is it&rsquo;s not really hard at all using Actions in Ultimate Forms. Action #1 is copying the files to an Archive library. This is pretty straightforward, although you do need to have the Archive document library added first. I chose to run this routine every Sunday at midnight. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-06-16_18-02-50.png" alt="" width="700" height="266" /> On the Advanced Settings tab, I deselected the Repeatable option &ndash; I only want this to move documents once, right? I also selected the option to run the action manually for testing purposes. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-06-16_18-03-33.png" alt="" width="700" height="304" /> For Action Settings, I&rsquo;m comparing the last Modified Date to today&rsquo;s date, minus 1461 days (three years &ndash; I used three <strong>days</strong> when testing!). I could have used Created instead &ndash; you&rsquo;ll have to decide which is more important in your schema. The destination is the Archives library I previously set up. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-06-16_18-05-35.png" alt="" width="700" height="318" /> There are a few other options available &ndash; to copy permissions, attachments, and overwrite duplicates &ndash; all handy tools! Since I don&rsquo;t want any changes to the item itself at this point, I ignored the Values to Change area. Because I selected timer-based, I did have to add a Condition &ndash; but <strong>[ID] = [ID]</strong> is sufficient. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-06-16_18-20-12.png" alt="" width="700" height="115" /> The next thing for me to set up was an Action to delete the documents I just copied. I set this up as timer-based as well, running Monday at midnight. This was also very straightforward. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-06-16_18-23-11.png" alt="" width="700" height="263" /> The third step would be to write an Action in the Archive library to delete any document over the specified age. The last things I would do for this process &ndash; I think it would be smart to create a couple of Alerts, just to make sure things happened when and as expected. Alert #1 would be to notify of documents added to Archives - #2 would be documents deleted from the original library a day later. It&rsquo;s not absolutely necessary, but it would provide a nice audit trail. There are a lot of refinements possible - for instance, you could add conditions that would affect different document types differently, both in schedule and destinations. But compared to Microsoft's solution, this is a snap! Want more information on Actions? Check out <a href="https://www.infowisesolutions.com/training/article.aspx?ID=2" target="_blank" rel="noopener">https://www.infowisesolutions.com/training/article.aspx?ID=2</a>.https://www.infowisesolutions.com/blog/using-ultimate-forms-to-build-a-records-management-systemPhil GoldMonday, June 17, 2019https://www.infowisesolutions.com/blog/using-ultimate-forms-to-build-a-records-management-systemActive Directory-backed electronic signatures in Office 365Hi, Our Signature column allows you to electronically sign one or more column values in your form. Use it for approvals or in any scenario that requires tight control over the changes in specific columns. Whenever one of the signed column values is changed by anyone, the signature is automatically broken and, because it's a column, you can display the signature in any list view or form. Our on-premises signature has always supported the ability to sign using your user name and password. It's especially important in cases where various regulatory compliances are required, such as 21 CFR Part 11. The user is required to enter their user name and password and only then is the signature added to the item. We also support various other signature types, such as hand-written signature, declarative signature and even USB signature pads. Until now, we did not support user name + password signatures in our Office 365 version. You can add a hand-written signature and even display that signature in print-outs, but you could not build compliant solutions. We now released support for these types of signatures in Office 365 as well! When you choose this signature provider, you will see a button labelled Sign. Click on this button and a pop-up window opens. This is the standard Microsoft Azure Active Directory authentication window you use to log into various Azure services, such as your SharePoint Online. Enter your credentials and the window closes, now the button's label has changed to Clear, allowing you to delete the signature.&nbsp; Once the item is saved, the signature is validated again on the server side, preventing any falsification attempts and the item is signed. As with any signature type, any change to one of the signed fields automatically breaks the signature. The new signature type is supported both in Classic forms and in the form created in our brand-new Form Designer! NOTE: if you are using IE/Edge and have added your SharePoint URL to Trusted Sites, please add <a href="https://login.windows.net">https://login.windows.net</a> there as well, it will ensure the two windows can communicate.https://www.infowisesolutions.com/blog/active-directory-backed-electronic-signatures-in-office-365Vladi GublerFriday, June 7, 2019https://www.infowisesolutions.com/blog/active-directory-backed-electronic-signatures-in-office-365Support for Azure AD groups in formsHi, Great news! We've added support for Azure AD groups in forms created through our brand-new Form Designer! This is the first time in the app version that we are offering support not only for rules based on individual users and SharePoint groups, but also AD groups, both directly and nested within other AD and SharePoint groups. It gives you the ability to leverage your existing AD groups, simplifying your user management tasks. Form Designer offer multiple dynamic rule types that can be assigned directly to column and even other controls, such as containers, tabs, fragments, etc. <ul> <li>Permissions - you can set a column (or a groups of columns in a container) to be in read/write or read-only mode or to be completely hidden.</li> <li>Validations - you can configure custom validation rules, testing column values based on patterns, comparing to specific values or other column values or checking the value length.</li> <li>Rules - you can set field values based on parameters, other field values, calculations and function results.</li> <li>Styles - you can dynamically set CSS styles to any columns or controls.</li> </ul> All of these rules can be conditionally applied, based on the current user's identity and/or conditions. You can check if the current user in a specific group (that's where the new feature comes in, you can now use AD groups, not just SharePoint groups and specific users), you can also check if the user is specified in a Person or Group column (directly or through a group) or indirectly, through a lookup item in another list. All of these features help you create fantastic looking, smart, dynamic forms without a single line of code. The new feature requires you to download and install <strong>Ultimate Forms Extensions</strong> version <em>1.1.3.0</em> and up (upgrade if you have an older version). To install or upgrade: <ol> <li>Download .sppkg file&nbsp;<a href="https://www.infowisesolutions.com/home/getapp/Infowise%20Ultimate%20Forms%20Extensions.sppkg">here</a></li> <li>Upload file to <em>Enterprise Catalog</em>. There is no need to remove your old version, the new version will overwrite the old one.</li> <li>On each site, where plan to use it: <ol> <li>If it's not yet installed, install it through <em>Add an app option</em> of the gear menu</li> <li>If already installed, go to <em>Site Contents</em>, click on <em>Details</em> of the apps (in the context menu), then click on <em>Get It</em> for the new version.</li> </ol> </li> </ol> The new version requests the permission to use <em>Microsoft Graph</em> API to read your directory information (that's how it knows what groups the current user is a member of). When you upload the .sppkg file to the catalog, it displays a trust request: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20190430ConfirmPermissions.png" alt="" /> Pay attention to the last sentence in the request. Note that the app cannot request the permission to use <em>Microsoft Graph</em> directly, it can only request it, but an administrator has to approve this pending request. <ol> <li>Click on the waffle menu in the top left corner, then click on the <em>Admin</em> app</li> <li>Under <em>Admin centers</em> in the left menu, click on <em>SharePoint</em></li> <li>If you are still using the classic admin center, switch to the <em>Modern</em> preview. There is no option to approve the request in the classic UI.</li> <li>On the left menu click on <em>API management</em> under <em>Advanced<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20190430PendingAADPermission.png" alt="" /><br /><br /></em>Here you should be able to see the pending approval request for Microsoft Graph. Approve it, giving the app the ability to read your directory data.</li> </ol> &nbsp; That's it, now you are able to use Azure AD groups in your rules: <br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20190430PermissionRule.png" alt="" /> Here I added a permission rule for a column, allowing editing only for users in AD group <em>Infowise</em>. NOTE: this functionality is not available in classic forms. This functionality will be added to on-prem version in the next release. &nbsp;https://www.infowisesolutions.com/blog/support-for-azure-ad-groups-in-formsVladi GublerThursday, May 30, 2019https://www.infowisesolutions.com/blog/support-for-azure-ad-groups-in-formsNotes from the Field - SharePoint Conference in Las Vegas<img style="border-style: solid; border-width: 1px; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/VegasShow1.jpg" alt="" width="700" height="391" /> &nbsp; I&rsquo;ve just returned from my first conference for Infowise. <p style="text-align: justify;">This was a pretty interesting experience. The exhibitor booths were a bit detached from where the conference sessions were being held, so while talks were in progress there was very little foot traffic. This was an opportunity for the participating vendors to walk around and get to know each other or catch up on connections made at previous events. <p style="text-align: justify;">However, during breaks there would be a sudden flood of attendees. It helped that people had to pass through the exhibitor area to get to the refreshments, too! <p style="text-align: justify;">At the Infowise booth, we had a fairly brisk time during these peak intervals. The word &ldquo;Forms&rdquo; in Ultimate Forms certainly caught a lot of people&rsquo;s attention. Many people are looking for replacements for the tools they&rsquo;ve been using in the past that are going away and aren&rsquo;t satisfied or comfortable with the out-of-the-box form tools available from Microsoft. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/VegasShowTeam.JPEG" alt="" width="700" height="525" /> <p style="text-align: justify;">Showing off the simplicity of forms in Infowise opened a lot of eyes, but explaining to them that this is just the top layer of Infowise&rsquo;s power got people really excited. As you might guess, I spent a fair amount of time gushing over Alerts and Actions. I was also a little surprised at how many people described a need for cascading drop-downs such as Infowise provides with Connected Lookup. <p style="text-align: justify;">Aside from new potential customers, we got visits from existing customers. It was pretty gratifying to listen to them talk about how Infowise has allowed them to accomplish so much for their SharePoint experiences. We even had people taking selfies with us! <p style="text-align: justify;">Of course, the biggest highlight for me was getting a chance meet up with some of the other Infowise team members in the flesh. Since the individuals are scattered geographically, it&rsquo;s typically only at events like this that we come together in real-time. Virtual experiences can be good, but there&rsquo;s nothing like physical face-to-face for strengthening relationships. <p style="text-align: justify;">We hope you&rsquo;ll stop by and see us the next time we come to a show. I&rsquo;m not sure when the next one is, so keep your eyes open for news on the site.https://www.infowisesolutions.com/blog/notes-from-the-field---sharepoint-conference-in-las-vegasPhil GoldFriday, May 24, 2019https://www.infowisesolutions.com/blog/notes-from-the-field---sharepoint-conference-in-las-vegasUltimate Forms Versus PowerApps Plus Flow<img style="border: 1px solid black;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/blog-05162019.jpg" alt="" width="850" height="150" /> Out with InfoPath and SharePoint Designer and in with <strong>Flow</strong> and <strong>PowerApps</strong>. That much is clear. But life in SharePoint is never so simple! SharePoint Power Users want to stay on top of new tools coming from Microsoft. Of course that means we need to learn the new functionality being provided. For those who are brand new it can be confusing knowing where to begin. I've had the benefit of being able to use both <strong>Infowise Ultimate Forms</strong> as well as Microsoft's new development platforms&nbsp;<strong>Flow&nbsp;</strong>and&nbsp;<strong>PowerApps</strong>. Recently, I've been hearing the question how these tools fit into overall solutions development in SharePoint. In some cases, there is a tendency to think that organizations should use only&nbsp;<strong>Flow&nbsp;</strong>and&nbsp;<strong>PowerApps&nbsp;</strong>to build SharePoint Solutions and disregard other tools. Or they might go the opposite direction and use just 3rd party tools. This is a very limiting strategy! <strong>To build the best SharePoint Solutions you need both Microsoft tools and additional capabilities brought by Ultimate Forms</strong>. Together these comprise a comprehensive toolset that gives you the ability to build complete full featured SharePoint Solutions. My overall philosophy in SharePoint is to be open to multiple tools and capabilities. We all should strive to take advantage of whichever tools are available to us from Microsoft <span style="text-decoration: underline;">and</span> increase our abilities through the use of additional software. Choosing to use&nbsp;<strong>PowerApps&nbsp;</strong>and <strong>Flow&nbsp;</strong>isn't exclusive to the use of other tools. Instead using <strong>Infowise Ultimate Forms&nbsp;</strong>can work as the perfect complement to these platforms to help you to build comprehensive solutions. I have worked extensively in&nbsp;<strong>PowerApps&nbsp;</strong>in the last couple of years to build a <strong>mobile forms solutions&nbsp;</strong>for a customer that also uses Infowise. I really enjoyed ramping up on this platform and learning how to&nbsp;combine PowerApps with Infowise Forms and Actions. Here is a quick example of the symbiotic relationship that you can set up: I made a checkbox in the PowerApps form "Email PDF". I connected this to a simple Yes/No field in the SharePoint list. Using Infowise, I was able to develop a polished <strong>print template with signature&nbsp;</strong>that was generated using <strong>Infowise Actions</strong>. When an employee taps the checkbox on the mobile phone, a PDF with signature is generated by Infowise and automatically emailed to the customer! Needless to say, there is no way to pull this off with just Flow and PowerApps. My overall experience with PowerApps taught me that it is a rich platform with many capabilities that is best suited to a slow and methodical building process. It is especially suited to building a&nbsp;<strong>mobile interface&nbsp;</strong>for&nbsp;<strong>tablets and phones</strong>. You will find that there is a substantial amount of time used in building forms with this platform. <strong>It is by no means a platform for building forms quickly with no code!</strong> That is where Infowise Ultimate Forms is best suited. It should also be noted that a "one size fits all" approach doesn't work with PowerApps. When you set up your forms in PowerApps, you can make them look great for mobile devices or great for desktop users, but not both at the same time. Fields and buttons have to be made much bigger for mobile. A form built for a mobile device therefore looks silly to a desktop user. (The form components looks giant on the desktop.) Therefore you have to build two versions of the forms - one for the desktop audience and one for the mobile audience. With the Infowise Tools at my disposal, my preference is to take this approach: I start by building out the core solution in SharePoint for the in the office users leaning heavily on&nbsp;<strong>Infowise Ultimate Forms</strong>. This makes up the core of the overall solution. Once your core solution is working reliably, I can then move on to building the&nbsp;<strong>Mobile Interface&nbsp;</strong>for on the go users with&nbsp;<strong>PowerApps</strong>. Note that you can open Infowise forms on a mobile device, but the&nbsp;<strong>PowerApps&nbsp;</strong>platform gives you the ability to more precisely control the user experience using this platform. There is quite a lot of customization I can do with&nbsp;<strong>PowerApps&nbsp;</strong>to create the perfect tailored experience for the mobile users. That brings us to&nbsp;<strong>Flow</strong>. Flow provides the abilities to set triggers and drive automation in your business solutions. Like PowerApps, there is a learning curve and it be challenging to do everything that you want.&nbsp;<strong>Infowise Actions&nbsp;</strong>can work side by side with any Flows that you set up. The ideal approach is to try to <span style="text-decoration: underline;">take advantage of both</span> since they can be set up to work in the same solutions. In general, I have found that I can do nearly everything that I ever could with classic SharePoint Workflow by using the comprehensive set of actions offered by&nbsp;<strong>Infowise Ultimate Forms</strong>. <strong>Infowise is focused on covering all of the SharePoint related automation</strong> whereas&nbsp;<strong>Flow is best suited for connecting outside of your SharePoint environment</strong>. In any case, you can decide for yourself which way you want to trigger automation and use both toolsets in combination to provide maximum flexibility. <a title="link here " href="https://www.youtube.com/watch?v=VL42xOEsh0A">&raquo; You can see an example of a <strong>combined Infowise + PowerApps solution&nbsp;</strong>presented our webinar here</a> &nbsp; &nbsp;https://www.infowisesolutions.com/blog/ultimate-forms-versus-powerapps-plus-flowWill CooperThursday, May 16, 2019https://www.infowisesolutions.com/blog/ultimate-forms-versus-powerapps-plus-flowCommand bar enhancements for Modern UIHi, Ultimate Forms Extensions for Office 365 is a companion add-in for Ultimate Forms which provides additional support for Modern UI. It includes custom field rendering for Modern list views, SPFX (client-side web part) versions of our app parts and Modern forms. Generally, as with the main Ultimate Forms app, there is no need to upgrade the app, as its code is loaded into your browser directly from our servers during execution. In rare cases, when we add new features that require registration in the add-in package itself, we are forced to release new versions. Today we released a new version, 1.1.2.0, that includes enhancements to the command bar of list views in Modern UI: <ul> <li>Design button is now available, you configure your settings directly from the list view, without the need to switch to Classic or go through Site Contents.</li> <li>Print button now opens the Print Preview in a modal dialog. Additionally, you can now print single items, selected item (more than 1) or the whole list, based on your selection.</li> <li>Run Actions and Action History now opens in a modal dialog. Additionally, Run Actions can be triggered on multiple items.</li> <li>Alerts can now be added not only to the whole list, but also to specific items or folders.</li> </ul> To upgrade the app, follow the steps: <ol> <li>Download .sppkg file <a href="https://www.infowisesolutions.com/home/getapp/Infowise%20Ultimate%20Forms%20Extensions.sppkg">here</a></li> <li>Upload file to Enterprise Catalog. There no need to remove your old version, the new version will overwrite the old one.</li> <li>On each site, where you have Ultimate Forms Extensions installed, go to Site Contents, click on Details of the apps (in the context menu), then click on Get It for the new version.</li> </ol>https://www.infowisesolutions.com/blog/command-bar-enhancements-for-modern-uiVladi GublerWednesday, May 15, 2019https://www.infowisesolutions.com/blog/command-bar-enhancements-for-modern-uiTracking Performance in SharePoint<img style="border: 1px solid black;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/tracking-banner.jpg" alt="" width="800" height="150" /> By now, most of you have built lots of useful tools using Infowise Ultimate Forms in your SharePoint environments. There is really no limit to the variety of tools you can make. Many businesses have made their own&nbsp;<strong>Help Desk Systems, Project Trackers and HR Self-Service Tools.</strong> I'm willing to bet that even the long time Infowise veterans are missing out on something that is <strong>easy to set up and invaluable for assessing progress</strong>. Infowise is great for making nice looking dashboards, PDF output and charts. But what about analyzing historical data? For example, do you know what the status was on your tools looking back on a month to month basis? I'm willing to bet you aren't tracking this information. Instead, you only know the&nbsp;<strong>current status of your records only</strong>. Luckily there are some very easy steps you can take to set up&nbsp;<strong>automated tracking&nbsp;</strong>to record a snap shot of current status on a daily basis and store that historical information to track progress over time. By using the&nbsp;<strong>Calculate Summary&nbsp;</strong>action in another list, you can set up automatic tracking to record this information for you. Once you set the actions, the workflow takes place automatically which means you never have to do anything again. Once you have this data, it is easy to pair this Infowise charting to show a visual representation of these trends. We've just added a new tutorial describing the exact steps. I promise that once you have set this up for one list, it is simple to reproduce this for any SharePoint lists you need. This is so easy and so useful, you might kick yourself for not doing it sooner! If you have any questions on using this functionality please drop us a comment or email and we'll be happy to support. <a href="https://www.infowisesolutions.com/training/article.aspx?ID=142">&raquo; Make a Tracking Report Tutorial</a> <a href="https://www.infowisesolutions.com/training/getting-started/build-it-now-with-infowise---charts">&raquo; Charting Workshop</a>https://www.infowisesolutions.com/blog/tracking-performance-in-sharepointWill CooperMonday, April 29, 2019https://www.infowisesolutions.com/blog/tracking-performance-in-sharepointForm Designer - A New Approach to SharePoint Form Design<img src="https://storage.infowisesolutions.com/images/postimages/willcooper/fd-blog-pic-1.png" alt="" /> Ever since I have been using Infowise Ultimate Forms I have really appreciated the many incremental improvements that have been added to the platform. I sometimes get frustrated with other SharePoint related tools that don&rsquo;t seem to improve or evolve. There is so much depth to the overall functionality that I never feel that I have discovered everything that I can do. All these updates are useful, but the release of the new <strong>Form Designer </strong>functionality is a game changer. Laying out your web form is the very first thing that is done after creating the SharePoint fields for the list. It is very important to have the ability to control the appearance of your form easily but also with the ability to customize the form in many ways. The first thing to know is that <strong>none of the functionality that you already know will be removed</strong>. You can still apply settings using &ldquo;Tabs and Tab Permissions&rdquo;, &ldquo;Advanced Column Permissions&rdquo;, &ldquo;View Permissions&rdquo;, &ldquo;Column Validation&rdquo; and &ldquo;Default Values and Dynamic Rules&rdquo;. <strong>Form Designer </strong>incorporates this functionality all into one form design screen. This begs the question, &ldquo;What should my approach to using this new tool&rdquo;? Because this functionality is a major change and the approach is so different, it is best to practice with the new tool to get accustomed to the settings and functionality. If you usually use <strong>Classic List View</strong>, you should adapt to use <strong>Modern List View </strong>for any forms with which you want to use the new <strong>Form Designer</strong>. These tools are intended to work seamlessly with this new UI. If you have any smaller projects coming up in your SharePoint environment, use that as your opportunity to challenge yourself to begin use of the new <strong>Form Designer</strong>. Where to begin? All <strong>List Columns </strong>and <strong>Form Controls </strong>appear in the left navigation. You can <strong>drag and drop </strong>controls from this part of the interface directly onto your form in the middle of the screen. Learn how to use the <strong>Form Controls </strong>by adding each type and trying different settings and placements. The <strong>Container </strong>control is critically important to the overall functionality. For those familiar with using nested HTML tables, the concept is similar. You may nest multiple containers with each other cascading down as far as necessary. Within each container, you can set the number of columns allowing your forms to be set up in grids appearing exactly the way that you want. <strong>Styles </strong>are easier than ever to incorporate into your forms. Each <strong>Form Control </strong>can be set to use its own style attributes. These styles allow for precise configuration of the overall look of the form. Styles can include any type of standard CSS attributes including borders, colors, padding, alignment or anything else that you want. The <strong>Form Design </strong>work area updates to show you the exact appearance of your form as you make updates. This makes it easier than ever to understand how settings change the form. You can click on the <strong>Preview </strong>button at any time to see how the form will look on different devices including PC, tablet or phone. In the <strong>Right Navigation </strong>you will be able to find all the <strong>context-specific settings </strong>which apply to whichever <strong>form control </strong>is currently selected. These settings allow for configuration of all necessary granular settings including validation, defaults and look and feel settings. For Infowise, the new <strong>Form Designer </strong>will be getting a lot of attention and updates. You should begin to practice using these tools to take advantage of the best features of the platform. We&rsquo;ll be continuing to make updates and provide more information on this great new toolset on a regular basis. We&rsquo;re very interested to hear from you, so please provide feedback to let us know how it goes!https://www.infowisesolutions.com/blog/form-designer---a-new-approach-to-sharepoint-form-designWill CooperThursday, April 11, 2019https://www.infowisesolutions.com/blog/form-designer---a-new-approach-to-sharepoint-form-designSimplifying your users’ selections using Connected LookupI like using lookup columns in lists not only because it makes things easier for the user &ndash; they just pick from a drop-down, no typing required! &ndash; and takes away opportunities for incorrect entry, but also because it allows me to manage the column data separately from the list data. Of course, wouldn't it be nice to be able to create cascading look ups? Where the value in column one pre-defines the available selections in column two? Guess what? You can do that with Infowise Connected Lookups. Let&rsquo;s walk through it. It can be a little tricky - the thing to get right is the parent/child relationship of the information. For this scenario, I've got products that I sell. Each one of these falls within one of my various product categories. The types are the <u>parent</u> information. The products themselves are the child information. <div> <table style="width: 350px; border-style: solid; border-color: #000000; margin-left: auto; margin-right: auto;"> <tbody> <tr> <td style="width: 198.241px; border: 3px solid #000000; background-color: #6c6ae6;"> Product </td> <td style="width: 137.5px; border: 3px solid #000000; background-color: #6c6ae6;"> Product type </td> </tr> <tr> <td style="width: 198.241px; background-color: #ffffff; border-style: solid; border-color: #000000;"> Skis Snowboards Snowshoes </td> <td style="width: 137.5px; background-color: #ffffff; border-style: solid; border-color: #000000;"> Winter </td> </tr> <tr> <td style="width: 198.241px; background-color: #ffffff; border-style: solid; border-color: #000000;"> Football cleats Shinguards Goalie gloves </td> <td style="width: 137.5px; background-color: #ffffff; border-style: solid; border-color: #000000;"> Football </td> </tr> <tr> <td style="width: 198.241px; background-color: #ffffff; border-style: solid; border-color: #000000;"> Pool cues Chalk Rack </td> <td style="width: 137.5px; background-color: #ffffff; border-color: #000000; border-style: solid;"> Billiards </td> </tr> </tbody> </table> </div> &nbsp; I&rsquo;m going to add product type and product information into a sales list. Before I can do that, I actually need to build lists that contain the product and type information. Start at the parent level &ndash; in this case, product type &ndash; and create a simple list. Then, create a list for the detailed level &ndash; product &ndash; and add product type as a regular lookup column. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-04-10_8-16-46.png" alt="" width="700" height="369" /> One last bit of set up - I need to add a product type column to my sales figures list as a look up referring back to the product type list. To be honest, this is one place where I sometimes get a little confused. You have to add a column for the <strong><u>parent</u></strong> list, not the child, or it won't work properly. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-04-10_8-19-55.png" alt="" width="700" height="345" />&nbsp; Now it&rsquo;s time to work in Infowise. Down in the configure columns area, you'll find connected lookup. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-04-10_8-20-38.png" alt="" width="700" height="378" /> We are going to create a new Product column that will be added to the list. The data source for this column will be the existing list named products. Display values for the appropriate field &ndash; Be careful with this if you renamed fields! In this case, it&rsquo;s Title, since we didn&rsquo;t rename that. I'm not going to allow multiple values or auto complete, but I will select filter according to the parent lookup. This has to point to the product type list, and we want to get items with the same value in product type. This is all we need for the moment, so I&rsquo;ll click Save. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-04-10_8-23-41.png" alt="" width="700" height="567" /> Now, when we add a new item, we have our two lookup fields in place. If I select a product type, the products are appropriately constrained. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-04-10_8-30-58.png" alt="" width="700" height="249" /> A little bit of bad news is that this does not work properly in the quick edit mode. You may want to think about restricting entry only to the form mode &ndash; you can do that in the list&rsquo;s advanced settings. You can actually create multiple levels of hierarchy. If I wanted to, I could add in a fabrication layer on top of the product type layer, which is then on top of the products layer. Yes, you have to add another lookup column to the types list referencing fabrication type. And add the column to the sales list. And create another rule, etc. But by taking that extra time, you can really take the guesswork out of filling in forms for your users.https://www.infowisesolutions.com/blog/simplifying-your-users%E2%80%99-selections-using-connected-lookupPhil GoldWednesday, April 10, 2019https://www.infowisesolutions.com/blog/simplifying-your-users%E2%80%99-selections-using-connected-lookupValidation, Part 2 - Conditional ValidationLast week I wrote about using the Column Validation feature to help guarantee that information you capture in your lists is formatted correctly and the right type of information. This is done using the &ldquo;pattern-matching&rdquo; functionality, and it&rsquo;s very easy to set up and use. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-26_14-03-57.png" alt="" width="700" height="222" /> However, there&rsquo;s a lot more that you can use the Validation feature for; you can also base your validation on conditional data, dynamically drawn directly from the list! Let me show an example. In this list, my salespeople are all assigned to specific regions. I want my system set so that salespeople cannot register sales outside of their regions &ndash; no poaching allowed! <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-04-02_8-36-47.png" alt="" width="700" height="281" /> To set this up, I&rsquo;ll start by marking the Sale column as the one I want to act on. If sales are anything over than $0, the validation rule will run. Now, I&rsquo;ll set the conditions. Just to keep it simple, I&rsquo;ll just concentrate on one salesman for the moment &ndash; Mr. Smith. Smitty can sell in the West and South regions, but he&rsquo;s not allowed to sell in East or North. So, we need to set Salesman name to Smith, and then add an &ldquo;And&rdquo; to the rule to set Region to East, then an &ldquo;Or&rdquo; for region North. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-04-02_8-38-15.png" alt="" width="700" height="279" /> Let&rsquo;s save this and test it. So, this was almost right &ndash; Smith is blocked from selling in East and North, but the way I set the rule up blocks everyone else from selling to North, too! I need to make one more condition in my Validation rule &ndash; I need to specify Smith on that North exception. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/Untitled-1.png" alt="" width="799" height="506" /> This might be a good time to point out that when you&rsquo;re using &ldquo;And/Or&rdquo; conditions, you need to be cognizant of the logic. Using &ldquo;Or&rdquo; basically sets the rule back to zero and ignores all previous conditions. You&rsquo;ll notice that the order in the two &ldquo;Or&rdquo; clauses are reversed, but this actually doesn&rsquo;t matter; since they&rsquo;re connected by an &ldquo;And,&rdquo; they both have to be true. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-04-02_9-21-54.png" alt="" width="700" height="449" /> Anyway, when I test this now, it works exactly as expected &ndash; Mr. Smith cannot sell to East or North, but everyone else is unaffected by the rule. At this point I can either add more conditions for the other salespeople, or I can create new Validation rules for them individually &ndash; it&rsquo;s user&rsquo;s choice. Make sure you check out the tutorials and videos about Validation on the <a href="https://www.infowisesolutions.com/training/article.aspx?ID=15">Infowise site</a>! &nbsp;https://www.infowisesolutions.com/blog/validation,-part-2---conditional-validationPhil GoldTuesday, April 2, 2019https://www.infowisesolutions.com/blog/validation,-part-2---conditional-validationRevisiting Column Validation, Part 1In my last post, I went back for a look at an older feature in Infowise &ndash; Color Choice. I&rsquo;m going to continue in that vein of recapping features, and the one we&rsquo;ll examine today is Column Validation. Just in case this is a new concept for you, let me explain what it means. Column validations allows you to define the format or value ranges for data being input in the column. Here's an example: <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-26_13-49-23.png" alt="" width="700" height="265" /> I'm collecting customer phone numbers, and I want people to add the phone numbers with the area code in parentheses and hyphen. But that's not a standard data format in SharePoint. I can add instructions telling people how I want them to enter the number, but there's no guarantee that they'll read the instructions. Even if they read them, there's no guarantee that they'll follow the instructions. Sad but true. Without validation, they could put in pretty much anything they want. If I want my information to be useful, I need this protected. Luckily, this is super easy in Infowise. Look for the item Column Validation under the Configure Defaults and Validation section and click into that. To create a new rule, start by selecting the column name and the column name is client phone. The type will be pattern. For pattern, there is a prebuilt &ldquo;Phone&rdquo; choice, but that is broadly enough defined to accept any valid phone format. I want to be really fussy, so I&rsquo;m going to make a custom pattern <strong>(###) ###-####</strong>. I&rsquo;m also going to put in an error message that will display if people input the number incorrectly. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-26_14-03-57.png" alt="" width="700" height="222" /> Now, if we input the wrong type information in the field, we get a message letting us know and it can't be saved until it's fixed. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-26_14-05-01.png" alt="" width="700" height="271" /> There's something I have to show you though. If you use the quick edit mode for the list, the validation will not apply. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-26_14-05-57.png" alt="" width="700" height="334" /> So, if you have validation rules for your list you also really need to turn off quick edit. You&rsquo;ll find that control in the list settings under Advanced Settings. You can find more information in the Validation tutorials <a href="https://www.infowisesolutions.com/training/article.aspx?ID=15">online</a>. &nbsp;https://www.infowisesolutions.com/blog/revisiting-column-validation,-part-1Phil GoldTuesday, March 26, 2019https://www.infowisesolutions.com/blog/revisiting-column-validation,-part-1The Color Choice feature is still a powerful toolAt Infowise, we&rsquo;ve been a little preoccupied lately with some of the new and cool features (the new form building being a case in point). I thought it might be time to take a look back at some other useful tools that haven&rsquo;t been getting the love they deserve. When you talk about using Infowise to provide impactful visual elements to your list or library data, the simplest to use is the Color Choice feature in the Configuring Columns area. Simple, but capable of packing a powerful punch! At it&rsquo;s simplest, you can use this to create conditional color-coding that will trigger based on column values. I created a simple list. with a status column &ndash; it&rsquo;s a choice field, and the choices are not started, in progress, completed and late. I want this to be instantly intelligible to my users, so I&rsquo;m going to apply a color choice to all those conditions. <img style="border-style: solid; border-width: 1px; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-18_6-54-21.png" alt="" width="700" height="308" /> I have an option of color coding the whole line of just the affected fields &ndash; I&rsquo;m going to go with that for now. I&rsquo;ll make my choices and save &ndash; then let&rsquo;s take a look. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-18_6-54-52.png" alt="" width="700" height="589" /> Now doesn&rsquo;t that look nice? Easy to read? But wait, there&rsquo;s more! The Color Choice feature also has the ability to add icons to field values as well. &nbsp;I want to add flag icons for all the countries. I have to go to a little extra effort for this, since there are no flag icons prebuilt. But adding additional icon sets is pretty simple, too &ndash; and there&rsquo;s a <a href="https://www.infowisesolutions.com/training/article.aspx?ID=14" target="_blank" rel="noopener">tutorial specifically about that</a> available to help you out. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-18_7-15-51.png" alt="" width="700" height="399" /> So, I add my flags, and voil&agrave; &ndash; If that doesn&rsquo;t make things look clear, I don&rsquo;t know what does! <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-18_7-50-04.png" alt="" width="700" height="595" /> So, while you&rsquo;re exploring all the new and exciting features in Infowise, don&rsquo;t forget some of these old tried and true workhorses &ndash; they may not be so &ldquo;in the moment,&rdquo; but they still provide great ways to make your users&rsquo; experiences easier and better overall. For more information, check out the tutorial on <a href="https://www.infowisesolutions.com/training/article.aspx?ID=13" target="_blank" rel="noopener">Color Coding</a>.https://www.infowisesolutions.com/blog/the-color-choice-feature-is-still-a-powerful-toolPhil GoldMonday, March 18, 2019https://www.infowisesolutions.com/blog/the-color-choice-feature-is-still-a-powerful-toolForm Designer for Modern UI Preview releasedHi, We are happy to announce the general availability of the preview version of our Form Designer. Form Designer is the new generation of SharePoint forms, with one of the main feature of which is support for the new Modern lists and libraries. <strong>NOTE:</strong> <em>Ultimate Forms Extensions</em> version 1.1.1.0 and up is required. Get it <a href="https://www.infowisesolutions.com/home/getapp/Infowise%20Ultimate%20Forms%20Extensions.sppkg">here</a>. Our <strong>webinar</strong>, <em>April 12th at 11:00 AM EST</em>,&nbsp; provided a 30 minute walkthrough, <a style="text-decoration: underline !important;" href="/webinars" target="_blank" rel="noopener">watch the recording</a> here Some of the features of Form Designer are: <ul> <li>Visual, drag &amp; drop design surface.</li> <li>Support for Modern pages.</li> <li>Fully responsive design, fitting any screen size automatically (no more need for mobile pages!).</li> <li>Ability to create separate forms for different content types within the list.</li> <li>Ability to create a separate design for each form (New, Edit and Display).</li> <li>Support for built-in and Infowise column types.</li> <li>Ability to nest different columns and controls in a free structure.</li> <li>The following controls are supported: <ul> <li>Tabs - create multiple tabs within your form.</li> <li>Accordion - create stacked expandable sections.</li> <li>Container - hold other controls and columns. Containers can be configured to display their content in one or more layout columns, automatically adjusting the number of columns based on the screen size. Each tab in Tabs and Accordion contains a Container control.</li> <li>Header - configure different styles of headers to separate form content into logic units.</li> <li>Fragments - include free text and images, can also reference column values.</li> <li>Images - include images within the form.</li> <li>Button - add built-in (e.g. Save, Cancel, etc) or custom (call your own JavaScript function) buttons.</li> <li>Button Bar - include an automatically rendered set of buttons (such as Save/Cancel on New/Edit form and Edit/Close on Display form).</li> </ul> </li> <li>Apply permissions to any column and/or control at any level of hierarchy, override at any lower level.</li> <li>Permissions can set if column/control is visible or read-only. Permissions are assigned based on the form type, current user identity and conditions.</li> <li>Add attachments through drag &amp; drop interface.</li> <li>Assign default values and dynamic rules to column to set values automatically. Use calculations and functions in dynamic rules.</li> <li>Assign dynamic styles to any column/control to control how it looks like.</li> <li>Assign validation rules to columns, subject to conditions.</li> <li>Assign light or dark theme to the form.</li> <li>Redirect the form upon saving to the list, to New form, to Edit form, to Display form or to a custom URL.</li> <li>Rename columns within the form itself, without having to rename them in the list settings</li> <li>Show descriptions under columns or in pop-ups.</li> <li>Use Preview feature to see how the form will look like on different devices.</li> <li>Save form settings without publishing to save your work without making it accessible to users.</li> <li>Publish the form when it's done.</li> </ul> Forms created in Form Designer supercede classic forms. Any current classic settings you have (such as Tabs and tab permissions) will not be applied. You can reset the forms in Form Designer to go back to the original forms. Currently there are certain limitations to the forms: <ul> <li>Managed Metadata columns are not supported</li> <li>Special column types (such as Recurrence in Event lists) are not supported.</li> <li>Calculated values cannot be used in native SharePoint default values (but you can use calculations in our Rules).</li> <li>Special list types, such as Surveys, are not supported.</li> <li>Connected lookup only allows new values to be added in-line, not in a pop-up.</li> <li>Associated Items column allows new items to be added only in-line, not in a pop-up.</li> <li>3rd party column types are not supported.</li> </ul> We are eagerly awaiting any remarks or comments you might have!https://www.infowisesolutions.com/blog/form-designer-for-modern-ui-preview-releasedVladi GublerFriday, March 15, 2019https://www.infowisesolutions.com/blog/form-designer-for-modern-ui-preview-releasedNew Azure servers for Ultimate FormsHi, As you might know, our app version of Ultimate Forms runs in part in Azure App Service environment. App Service is the PaaS (platform as a service) infrastructure that provides managed web server functionality. Whenever you use actions, alerts, print or other component, it's the app service that actually handles the task. We have several locations around the world and you are automatically directed to the closest one to you, to ensure best peformance and in some cases, such as with EU, to adhere to data data sovereignty regulations. Azure App Services offer a wide variety of server level, from low-powered testing units and all the way up to enterprise-level beasts. We choice the best, most cost-effective combination, based on usage patterns. App Services have a built-in ability to regulate the actual number of running instances based on load parameters. Recently, Microsoft released a new server level, that combines greatly increased power and speed with competitive pricing. We promptly decided to take advantage of this new offering and migrated all our current location to the new infrastructure. This process was completed a couple of days ago, without any interruption of service and without any downtime. The old environments have be deleted and currently all our locations are running on the new platform. Although it hasn't been enough time to draw definite conclusion, from what I can see, the average response time has decreased, together with memory and CPU usage. This is great, as it means that the servers are now capable to swiftly handle even greater spikes in activity without hiccups. And, as an added bonus, our automatic scalability limits have been doubled! I'm sure you will notice the improvement in the system's speed and agility.https://www.infowisesolutions.com/blog/new-azure-servers-for-ultimate-formsVladi GublerWednesday, January 30, 2019https://www.infowisesolutions.com/blog/new-azure-servers-for-ultimate-formsData Visualization and Infowise ChartsI&rsquo;ve spent a lot of time over the past decade trying to explain why using SharePoint lists to manage and work with information was a better idea than storing and sharing Excel files. In case you haven&rsquo;t heard my rant about this, it&rsquo;s pretty simple; if your information is in a file, that file can get duplicated. Once it&rsquo;s duplicated, you no longer have any control over how it&rsquo;s altered, edited, manipulated, bent, folded or mutilated. When you look at a copy you have no way to tell if it&rsquo;s the definitive version or not without comparing it to all other existing versions. The data from pretty much any Excel spreadsheet can be duplicated as a list in SharePoint, including calculated and lookup fields. With SharePoint lists, you have excellent controls over who can view and edit information and audit tools to tell you when changes have occurred. Any column or combination of columns in a list can be used to sort or filter, too. Each field becomes metadata to help you organize and find specific information fast. Generally, people understand the idea of &ldquo;one version of the truth,&rdquo; and once it&rsquo;s explained they pretty much get metadata. They generally love the fact that you can have multiple views for lists, and that you can stage them as parts in multiple places using those multiple views to give targeted information to segments of your audience. The place where this historically goes off track, though, is when people want to do something more visually impactful &ndash; charts, graphs, indicators, and so on. SharePoint out of the box is pretty bad at this &ndash; so mostly you have to export data OUT of SharePoint to something like Tableau or Excel or Microsoft BI to do your visualization, then import that back IN to SharePoint. Providing easy ways to do this is one of the reasons Infowise is such a great tool. Case in point &ndash; Infowise Charts. Infowise allows you to create charts and graphs from lists and libraries and place them on site pages as a part. <img style="border-style: solid; border-width: 1px; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-25_11-10-47.png" alt="" width="700" height="357" /> &nbsp; There are over 30 different types of charts to chose from, too, so you can pick the one which will best display your data. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-25_11-08-45.png" alt="" width="700" height="357" /> &nbsp; And, the charts are extremely configurable &ndash; you&rsquo;re in control of titles, labels, fonts, colors, and more. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-25_11-16-28.png" alt="" width="700" height="357" /> &nbsp; If you haven&rsquo;t tried using Charts yet, you&rsquo;re missing out &ndash; I encourage you to get started today! For more information, check out the tutorials starting at <a href="https://www.infowisesolutions.com/training/article.aspx?ID=80">Charting in Office 365</a>.https://www.infowisesolutions.com/blog/data-visualization-and-infowise-chartsPhil GoldFriday, January 25, 2019https://www.infowisesolutions.com/blog/data-visualization-and-infowise-chartsEnd of support for SharePoint 2010Hi, Starting July 1st 2019 we will no longer be releasing new versions of any of our products for SharePoint 2010. No new features and no bug fixes will be provided from that date forward. Your existing product versions will continue working normally, you just won't be able to install any newer versions. We encourage you to upgrade to the more current versions of SharePoint.https://www.infowisesolutions.com/blog/end-of-support-for-sharepoint-2010Vladi GublerMonday, January 21, 2019https://www.infowisesolutions.com/blog/end-of-support-for-sharepoint-2010New Webinar - Build Your Own SharePoint Leave Request SystemIt&rsquo;s hard to manage employee requests for time off without having a system and process to support it. With Infowise Ultimate Forms, you can build your own request system directly in SharePoint. We'll demonstrate a system where: <ul> <li>Employees easily submit requests</li> <li>Managers can approve or decline</li> <li>Dashboards show totals with time used, remaining time off, and more!</li> </ul> Watch the video to see this solution in SharePoint without any coding required!&nbsp; <p style="text-align: center;"><iframe src="//www.youtube.com/embed/0FemS7Mrisk" width="700" height="394" frameborder="0" allowfullscreen="allowfullscreen"></iframe>https://www.infowisesolutions.com/blog/new-webinar---build-your-own-sharepoint-leave-request-systemPhil GoldThursday, January 17, 2019https://www.infowisesolutions.com/blog/new-webinar---build-your-own-sharepoint-leave-request-systemWhy I Love Infowise Alerts<h3>The first thing that attracted me to Infowise, and the thing that&rsquo;s still my favorite feature, is the Alert functionality.</h3> Alerts were always available in SharePoint, and I <em>wanted</em> to like them, but they were so limited &hellip; <img style="border-width: 1px; display: block; margin-left: auto; margin-right: auto; border-style: solid;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-08_9-41-31.png" alt="" width="700" height="816" /> Basically, you can be notified of a change, but there&rsquo;s not a lot of information about what has changed or how, and there&rsquo;s very little flexibility about how messages are sent. Let&rsquo;s step back a minute and examine why Alerts are a good thing. My position is that you use Alerts when a process needs human intervention to proceed. Now, in an ideal world, you automate as much of a process as possible to make it more reliable and less error-proof. That&rsquo;s where Infowise Actions come in &ndash; and, yes, there is an Action that sends out an e-mail, although it&rsquo;s not my preference. Wwhen you have a point in a process where a step has to be done by a person, you want to make sure they know about it &ndash; and know as much as possible, so that they can take appropriate action quicker and more effectively. This is where Infowise Alerts really shine in three very important ways. <h2>Great Feature #1: Distribution</h2> As we saw earlier in the built-in SharePoint Alert, you have one field to add recipient names. You can add multiple, and they can be individuals, SharePoint permission groups, or Active Directory security groups. But, if you send to a group, you&rsquo;re sending to everybody in the group, whether it&rsquo;s pertinent or not &ndash; there&rsquo;s no way to omit people. And, you are absolutely restricted to people within your domain &ndash; there is no way to send Alerts to people outside your organization. Infowise Alerts are lightyears beyond this. The first thing you see on the <strong>Recipients</strong> tab is that you&rsquo;ve got fields for so many more things: <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-08_10-25-33.png" alt="" width="700" height="243" /> My two favorite things here are the <strong>Reply to</strong> and <strong>Never send to</strong> fields. With stock SharePoint, there&rsquo;s only a system e-mail on messages. Using Infowise, you can specify a person or shared e-mail to allow recipients to follow up as needed. <strong>Never send to</strong> is brilliant. You can use it to exclude people who need to &ldquo;unsubscribe&rdquo; from an Alert that goes out to a group, which is greatly appreciated by everyone. The information in the <strong>From</strong> field defaults to the person who created the Alert. This can also be changed, but it requires intervention from a system admin. In addition to all this, there&rsquo;s the actual selection of recipients. Clicking the small green plus symbol brings up another dialog: <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-08_10-40-08.png" alt="" width="700" height="352" /> In the Users field, you can add individuals, SharePoint groups and Active Directory security groups, just like the stock Alerts. But, you can also add users dynamically. This example has an &ldquo;Employee&rdquo; field selected, which is a Person/Group field in the list. Infowise will extract that information from the individual record and use it to specify the recipient, meaning your outgoing Alerts are very specifically targeted towards the right people. And see that E-mail addresses field? You can add any valid e-mail address, whether the recipient is part of your company or not. Pretty impressive, right? <h2>Great Feature #2: Triggers</h2> In a stock SharePoint Alert, you have effectively one set of variables for what will trigger an e-mail: <ol> <li>Something is added</li> <li>Something is changed</li> <li>Something is deleted</li> </ol> This can be filtered one more level, but that&rsquo;s basically it. And, the e-mail will not tell you <em>what&rsquo;s</em> changed &ndash; you&rsquo;ll have to look at the item to figure that out. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-08_11-44-09.png" alt="" width="700" height="625" /> Enter Infowise. On the <strong>What to Send</strong> tab, you have a lot more controls &ndash; and, you can select multiple controls, as well. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-08_13-31-15.png" alt="" width="700" height="316" /> Of special interest is the According to date option. If you select this, you can use a date field in your list as a trigger. Why does this matter? Well, let&rsquo;s say you want to send a notification five days before a due date &ndash; and repeat it daily, unless a different condition is met. With Infowise, this is easy! In this particular example an Alert is set up to go out when the list item is modified if the field Request Status equals &ldquo;Approved.&rdquo; You can add as many conditions as necessary, and layer up &ldquo;and&rdquo; with &ldquo;or&rdquo; statements to give you very exact control. <h2>Great Feature #3: E-mail Templates</h2> As I mentioned before, the e-mail message that&rsquo;s sent from a stock SharePoint Alert is not all that useful &ndash; it really provides a minimal amount of information. Infowise allows you to create extremely specific e-mail templates that dynamically populate the outgoing message with information from the list: <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-08_13-45-07.png" alt="" width="700" height="494" /> In this example, when an employee requests time off, their manager will receive an e-mail telling informing them. The message will include the employee&rsquo;s name, the amount of time they have available, how much time they&rsquo;ve requested, and even a link directly to the item in SharePoint so the manager can immediately act on it. You can create as many templates as you want, share them between team members, and assign them to specific triggers as necessary. If you haven&rsquo;t used Alerts, you really need to check them out! ________________________________________________________________________________________________________ For more information on using Alerts, check out the tutorials at <strong><a href="https://www.infowisesolutions.com/training/article.aspx?ID=55">https://www.infowisesolutions.com/training/article.aspx?ID=55</a></strong>.https://www.infowisesolutions.com/blog/why-i-love-infowise-alertsPhil GoldTuesday, January 8, 2019https://www.infowisesolutions.com/blog/why-i-love-infowise-alertsNew Demo Video<h2>No convenient time for a live demo? Watch the video!</h2> As you may know, we provide an online demo of some of the major features of Infowise Ultimate Forms. However, it can be a little difficult setting up schedules for people outside of the Americas - frankly, 16 hour time differences can be a killer! Luckily, a solution is at hand. We've got a new video demo that goes over the same topics covered in the standard live one now available via YouTube: <p style="text-align: center;"><iframe src="//www.youtube.com/embed/lYmdauPUL-o" width="700" height="393" allowfullscreen="allowfullscreen"></iframe> &nbsp; Like the live demo, this doesn't cover absolutely everything - that would take a lot longer than a half-hour! And, since new features are being added constantly, this focuses on more core features and may miss a few recent refinements. Still, for everyone who has held off requesting a demo or has been unable to schedule one due to time constraints, you now have the option to see the same information at your own convenience. And, I'll let you in on a secret - the point of the demo is to get you interested and excited enough that you'll <strong><span style="color: #0000ff;"><a style="color: #0000ff;" href="https://www.infowisesolutions.com/ultimate_forms">download the free trial</a></span></strong> and start playing with it. Once you do that, you're very quickly see just how powerful a tool Infowise Ultimate Forms is, and just how easy it is to use.https://www.infowisesolutions.com/blog/new-demo-videoPhil GoldFriday, December 21, 2018https://www.infowisesolutions.com/blog/new-demo-videoAdding Filters to your Infowise Chart Web Parts (O365)If you&rsquo;re looking to provide some additional cool functionality to your users, how about giving the them ability to filter data in charts in real time, creating a slick interactive dashboard? <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-11-30_9-07-33.png" alt="" width="700" height="391" /> This is a relatively new feature in Infowise, but it&rsquo;s got tons of potential. It allows your users to drill down into static chart information. This is a big boost to turning your site into a true Business Intelligence tool. I&rsquo;ve experimented with the O365 version, and there&rsquo;s one important caveat I discovered &ndash; for filters to work, you MUST use the newer Infowise Chart web part, NOT the older Smart Chart app. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-11-29_14-40-42.png" alt="" width="700" height="174" /> I&rsquo;m personally impressed with the feature, although I have only scratched the surface. The basics are as easy as you&rsquo;d expect with Infowise, but there are levels of control that have the potential for really powerful data modeling. An important part of this is the wide variety of filter types you can use. The <strong><a href="https://www.infowisesolutions.com/training/article.aspx?ID=134">online tutorial</a></strong> demonstrates using a Choice-type filter, which is very slick but also very straightforward. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-11-30_7-52-53.png" alt="" width="700" height="336" /> As is typical with Infowise, selecting different filter types will also give you different parameter settings. For choice, you actually add the choices in the filter definition, and they appear on the site page for the users. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-11-30_7-54-43.png" alt="" width="700" height="489" /> You also have control over the operator functions &ndash; you can set this for equals, not equals, or contains. And, you can add multiple filter definitions to the same chart, giving your users even more options about how they see their data. My recommendation? Play around with it a little, get comfortable, and then start providing new and exciting BI functionality on your sites! &nbsp; <hr /> For more information on setting up individual filter definitions, see the &ldquo;Defining filters&rdquo; section of the Smart Filter Pro&nbsp;<strong><a href="https://www.infowisesolutions.com/documentation/?ID=75">Configuration document</a>&nbsp;</strong>(note that not all of the document is pertinent for O365).https://www.infowisesolutions.com/blog/adding-filters-to-your-infowise-chart-web-parts-(o365)Phil GoldFriday, November 30, 2018https://www.infowisesolutions.com/blog/adding-filters-to-your-infowise-chart-web-parts-(o365)Rollups to Aggregate Lists and Libraries<h3>This Infowise feature lets you combine data from multiple sources in one place</h3> Have you ever needed to have access to documents from more than one library at a time? I&rsquo;m personally a fan of using single libraries in sites whenever possible and adding multiple custom columns to use in filters and grouping, but the fact of the matter is that it&rsquo;s NOT always possible. Infowise Rollups are a very good solution for this. Not only can you aggregate information from multiple places within the site, you can go big &ndash; pull info from the site and all its subsites, or even from the entire site collection. My experience is with the O365 version (and I hope never to use on-prem SharePoint again, thanks very much!), and basic operations are pretty straight-forward. The real trick is that you need to create the rollup profile first, then add it as a web part to whatever page (or pages) on your site you want it on. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-11-19_12-42-52.png" alt="" width="700" height="484" /> There are some interesting options available for the feature, too. If you&rsquo;re only rolling up from the current site, you have the option of specifying which lists and/or libraries you want to aggregate. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-11-18_14-17-24.png" alt="" width="700" height="357" /> Another cool option is the ability to pre-filter by an already created view. This will apply to roll-ups that include more than one site, too, so its potentially very useful. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-11-18_14-15-06.png" alt="" width="700" height="347" /> You can also limit the number of records shown on the page, display results collapsed or expanded, and you have all the normal web part controls available to you like chrome, position, etc. There&rsquo;s a <strong><a href="https://www.infowisesolutions.com/training/article.aspx?ID=133" target="_blank" rel="noopener">tutorial for a basic rollup</a></strong> now available online, and there&rsquo;s also more <strong><a href="https://www.infowisesolutions.com/documentation/?ID=51" target="_blank" rel="noopener">in-depth documentation</a></strong> that goes into more detail about data sources and other specific controls.https://www.infowisesolutions.com/blog/rollups-to-aggregate-lists-and-librariesPhil GoldMonday, November 19, 2018https://www.infowisesolutions.com/blog/rollups-to-aggregate-lists-and-librariesWhy Your Enterprise Needs a Business Process Modeling Software in Place In our series of blogs on business process modeling, we touched upon the various aspects of Business Process Modeling such as advanced perspectives to BPM, BPM techniques, BPM integration, business process re-engineering, business process management, process methodology, as well as a layman&rsquo;s view and advanced perspectives to business process modeling and management. We are wrapping the series with software and technology used in implementing business processes and what value does such technology contribute to an enterprise&rsquo;s digital transformation initiatives. But first, let&rsquo;s recap the concept.&nbsp; <em><strong>As per standard definition,</strong></em> <a href="https://whatis.techtarget.com/definition/business-process-modeling">Business process modeling</a>, often called process modeling, is the analytical representation or illustration of an organization&rsquo;s business processes and constitutes a critical component in successful business process management (BPM). It is used to map out an organization&rsquo;s current (or &ldquo;as-is&rdquo;) processes to create a baseline for process improvements and to design future (or &ldquo;to be&rdquo;) processes with those improvements incorporated. Process modeling often uses Business Process Modeling Notation (BPMN), a standard method of illustrating operations with flowchart-like diagrams that can be easily understood by both IT and business managers. Business process modeling (BPM) uses a set of techniques, approaches, and methodologies &ndash; alongside some software tools and technology &ndash; to illustrate processes and create frameworks for operations, tasks, and procedures that constitute the routine functions in an organization or enterprise. As with all other automation, digitalization, and digital transformation initiatives, technology plays a crucial role in effective and high-yield process modeling. The need for choosing the right technology cannot be emphasized enough for enterprises looking to incorporate business process modeling in their process management and DT initiatives. Through an elaborate and on-point analysis of your routine operations and procedures, you can effectively identify your needs and choose the right software product that matches your needs and reaps your desired results. A tech-based business process modeling solution makes it convenient for you to illustrate and design business processes quickly and efficiently, and facilitate seamless execution. This way, they remove all hassles from the equation and make it possible for you to efficiency, performance, and excellence in business. <h2>Choosing the right business process modeling software &ndash; why is it crucial?</h2> You cannot expect an antivirus program to do the accounting work for you. Neither can you use a photo illustrator tool to track or schedule your digital marketing campaigns. It is essential to understand that no two software, technologies, or digital tools are created equal. Therefore, you need to lay down your needs, requirements, as well as business goals and objectives to pick and choose a technology that fits your business model. The right technology helps you elevate your operations to perform and deliver to the optimum level of efficiency, achieve a competitive edge, and thrive. On the contrary, if you don&rsquo;t make a thoughtful decision of choosing the right technology, it will not only hinder your routine business operations and procedures but also impact results &ndash; eventually turning out more as a liability than a blessing. Here are some other benefits that the right business process modeling software yields for your enterprise&rsquo;s overall process management. <ul> <li><strong><em>In-depth analysis of process architectures &ndash;</em></strong> it provides you a hawk&rsquo;s eye view of your process frameworks and architecture at an enterprise-wide spectrum, as well as all intricate insights and details into a specific process and he&rsquo;s</li> <li><strong><em>Aligns all of your operational strategies &ndash;</em></strong> implementing the right modeling technology in place will make it convenient</li> <li><strong><em>Real-time insights &ndash;</em></strong> the right modeling software provides a clear and elaborate overview of your processes, thereby allowing you to evaluate them for their feasibility and efficacy and achieve a higher degree of transparency</li> <li><strong><em>Optimum control and risk mitigation &ndash;</em></strong> by providing elaborate and real-time insights, a modeling software makes it convenient</li> <li><strong><em>Facilitates change for constant improvement &ndash;</em></strong> it allows you to streamline, elevate and optimize your operations to keep with industry trends and the changes taking place in the market</li> <li><strong><em>Time and cost efficiency &ndash;</em></strong> it reduces the time required to illustrate, design and create process models and prototypes</li> <li><strong><em>Efficient and real-time response &ndash;</em></strong> facilitate a rapid response to routine issues and resolve them before they cause crisis</li> </ul> <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> &nbsp;https://www.infowisesolutions.com/blog/why-your-enterprise-needs-a-business-process-modeling-software-in-place-Amir ShingrayFriday, November 2, 2018https://www.infowisesolutions.com/blog/why-your-enterprise-needs-a-business-process-modeling-software-in-place-SharePoint and Process Optimization in Healthcare<h2>SharePoint and Process Optimization in Healthcare<br /><br /></h2> SharePoint is a platform offered by Microsoft that was initially designed as a content management system and was made to be highly configurable. SharePoint syncs up PCs and mobile devices through its back-end system and allows employees within the business to share information in a streamlined fashion. SharePoint is a powerful enterprise content management tool that provides multiple solutions for information management. Such problems include data loss, redundant processes consuming time, poor communication resulting in ineffective processes, low accountability, low quality and inconsistency in overall performance. In healthcare, as in other sectors, many business processes can be optimized through an effective and streamlined SharePoint-based application. Healthcare Organizations can leverage features offered by Microsoft&rsquo;s SharePoint to reduce cost, enhance productivity and streamline processes. The following content will walk you through specific processes in healthcare organizations that could be optimized through SharePoint.<br />Here at infowise Solutions being a SharePoint-based application developer we see a great many possibilities for implementing a quick, practical and cost-effective solution in the healthcare sector. Currently, healthcare providers make the most extensive section of our new adoptions. <h2>Access to Unit-Specific Information</h2> Frontline staff is especially benefitted through the process optimization and to show this I am going to explain a case of an acute care hospital. Frontline staff needs to access unit-specific information effectively and swiftly as their work demands acuity and adaptability to complexities. Most acute care hospitals who haven&rsquo;t automated their processes print their clinical resources or post them on walls for the staff to get their quick reference. This is bound to create confusion as information soon gets outdated and has to be upgraded manually; it also creates a visual disturbance. The frontline staff could be effectively assisted through SharePoint so they can share and access the information across their organization. SharePoint could be used to develop unit-corresponding homepages to both satisfy the needs of the staff and will present a collaborative platform to the clinical leadership. Organizations could try out a pilot project and define its processes for them along with its structure and features of the site&rsquo; homepages. They could conduct a survey from the staff regarding its utility to ascertain its benefits and shortcomings. This would be an innovative way to access and make available upgraded clinical resources for the betterment of the whole organization. <h2>Onboarding</h2> A poorly structured recruitment process would result in a clutter of paperwork and an ineffective use of time. But if organizations had process optimization measures placed for onboarding then after it has decided upon a suitable profile, they can get them processed and will get them acknowledged with the workings through automated forms, timely approvals, required hardware, accounts, etc. You can ensure seamless onboarding if you could optimize this process through automation. By automating redundant onboarding tasks and render this automation to trigger the downstream steps. This optimization would have paper documents replaced with digital processes which get appropriate approvals and then stores them for future references. Without having to do anything manually, you would be ensuring authorized users to access information by keeping in mind the compliance with security and privacy regulation. Through SharePoint, you can get the user management, mailboxes, and directories on one platform for the web-based information system. SharePoint can be used to automatically assign the recruited individual with their computers, communication devices, and software licenses. You can modify this form of optimization to various other processes involved in onboarding.<br /><br /> <h2>Workflow Automation</h2> A meticulously crafted Workflow that is powerful and is easy-to-use can enhance the optimization of business processes and will surely get you increasing returns on investment. An optimized workflow will afford the users with the ability to assess, manage, and reuse the workflows across the organization. This optimization could be achieved by automating the workflow and integrated it with other systems and tools; this would fully leverage the functionality of SharePoint.&nbsp; It has been widely known that the paper-based processes impede business productivity. When you optimize the workflow through SharePoint, you are looking at much faster and streamlined capital expense approvals. These approvals are ensured after all the corresponding documentation have been received by the stakeholders. Such an optimization assures the data accuracy, and privacy as the patient logs have been digitized. This would also eliminate any error about data input. Workflow automation would result in easier and quicker fleet management and asset tracking. When healthcare organizations have used SharePoint with third-party assistance, they could enhance their data security, data accuracy, and approval routing and asset management by a great measure. <br /><br /> <h2>Care Coordination through Health360</h2> <br />Microsoft has provided solutions to healthcare organizations as regards patient experience and population health management. Their Care Coordination Health360 solution provides segmentation where healthcare organizations can identify the at-risk segments of the population by collecting data from care teams in the health network and by assessing the factors influencing patient outcomes. Then, they start to engage the prospective patients to plan their care in a personalized manner. After this research, they turn towards care providers to disseminate the best practices and help them create tailored care provisions. This health solution then improves upon outcomes by assessing factors such as the rate of readmissions and health costs of the population thereby working to achieve value-based care goals. <h2>Security risk analysis assessments</h2> To optimize the security risk analysis, you would need an adequate automation tool to do that for you and get you the reports that show you your level of compliance. There is a feature in Microsoft SharePoint that does exactly that. The Advanced Security Management feature helps the healthcare organizations to make sure that their patient&rsquo;s protected health information is secure.&nbsp; This feature blocks any sensitive information being uploaded on the web, or it can also be made to alert the end user. Such a tool would optimize this business process as there would no need for redundancies such as paper trails and complicated spreadsheets when the healthcare organizations go through compliance audits. SharePoint optimizes the compliance process by examining the data for you, along with assessing operations and performance and it will then show you a report through which you can save your organization from breaches and having to pay hefty money as penalties for not abiding by the regulations. <h2>Training and Development</h2> Training and development is another process that could be optimized through the use of SharePoint. As everything has been digitized, the managers will likely be using online resources to conduct their training. They will be assisted in doing so by leveraging many functionalities that SharePoint offers. SharePoint offers cloud storage that securely centralizes all the documentation ranging from image libraries, databases, patient scheduling, and billing documents. It&rsquo;s a document management platform. Therefore, it can host all the SOPs and eLearning material. SharePoint resolves the issue of disorganization of training materials by having search features and metadata. You can also level the training material by controlling its access by defining who gets to access the material and who doesn&rsquo;t. SharePoint workflows will help the managers to track the progress through training materials and assess the development of the staff. The version control reporting feature would assist the trainers to make sure that the team members are going through the intended information. Automating business processes through SharePoint can make way for process optimizations, decreasing costs, enhancing efficiency, improving customer experience, and providing a consistent, document-dependent business process. &nbsp; *** <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>&nbsp;</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs. &nbsp; &nbsp; &nbsp;https://www.infowisesolutions.com/blog/sharepoint-and-process-optimization-in-healthcareAvi PagiWednesday, October 31, 2018https://www.infowisesolutions.com/blog/sharepoint-and-process-optimization-in-healthcareBuild it Now With Infowise - Editorial workflow<div id="meta" class="style-scope ytd-watch-flexy"> <div id="meta-contents" class="style-scope ytd-watch-flexy"> <div id="container" class="style-scope ytd-video-secondary-info-renderer"> <div id="content" class="style-scope ytd-expander"> <div id="description" class="style-scope ytd-video-secondary-info-renderer">In the latest Build it Now session, watch as we build out various status indicators, add email alerts, modify the input form and more. This live session shows just how easy it is to use Infowise to build solutions fast.</div> </div> <div id="always-shown" class="style-scope ytd-metadata-row-container-renderer">&nbsp;</div> <iframe src="//www.youtube.com/embed/f3AisA0YSRQ" width="560" height="315" frameborder="0" allowfullscreen="allowfullscreen"></iframe><br /> <div id="background" class="style-scope paper-ripple">&nbsp;</div> <div id="waves" class="style-scope paper-ripple">&nbsp;</div> </div> </div> <div id="offer-module" class="style-scope ytd-watch-flexy">&nbsp;</div> </div> <div id="ticket-shelf" class="style-scope ytd-watch-flexy">&nbsp;</div> <div id="merch-shelf" class="style-scope ytd-watch-flexy">&nbsp;</div> <div id="header" class="style-scope ytd-item-section-renderer"> <div id="title" class="style-scope ytd-comments-header-renderer">&nbsp;</div> </div>https://www.infowisesolutions.com/blog/build-it-now-with-infowise---editorial-workflowPhil GoldFriday, October 26, 2018https://www.infowisesolutions.com/blog/build-it-now-with-infowise---editorial-workflowRead and Sign documents using Infowise Ultimate Forms in SharePoint Online Part-2<div class="code-block code-block-1" style="margin: 8px 0; clear: both;">This is the 2nd Part of the Read and Sign documents using Infowise Ultimate Forms in SharePoint Online (Infowise SOP Read and Sign for office 365) series. Before reading this article, check out the previous article:&nbsp;<a href="https://www.infowisesolutions.com/blog/read-and-sign-documents-using-infowise-ultimate-forms-in-sharepoint-online-part-1" target="_blank" rel="noopener">Read and Sign documents using Infowise Ultimate Forms in SharePoint Online Part-1</a>.</div> <div class="code-block code-block-4" style="margin: 8px 0; clear: both;"> <div align="center"> <div style="width: 430px;">&nbsp;</div> </div> </div> In the Previous article, we learn how to create a column and how to add &ldquo;Infowise&nbsp;Associated&nbsp;task&rdquo; Content type to this column. We also learn how to create the &ldquo;<strong>Signature</strong>&rdquo; column in <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Infowise Ultimate forms</a> for office 365. <h2><span id="Configure_the_Business_logic_in_Infowise_Ultimate_forms_for_office_365">Configure the Business logic in Infowise Ultimate forms for office 365</span></h2> <strong>Sharepoint Document&nbsp;Library(SOP):</strong> <strong>Step 1:&nbsp;</strong>Go to your SharePoint&nbsp;Document Library, click on Library tab-&gt;click on &rdquo;&nbsp;<strong>Design&nbsp;</strong>&ldquo;. It will open the &ldquo;<strong>Infowise Ultimate forms&rdquo;</strong>. <strong>Step 2</strong>: Go to <strong>Alerts</strong> in <strong>Configuration Business Logic </strong>for creating alerts as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Reaad-and-Sign-document-in-infowise-for-office-365.png" alt="" /> <p style="text-align: center;">Read and Sign document in info wise for office 365 <figure id="attachment_20426" class="wp-caption aligncenter" style="width: 1011px;"> <figcaption class="wp-caption-text"></figcaption> </figure> <ul> <li>In <strong>General Settings </strong>tab, Enter <strong>Title</strong>, Select <strong>Site</strong>, and Select <strong>List</strong> from the drop-down(by default <strong>Site</strong> and <strong>List</strong> names are selected).</li> <li>Next, coming to the <strong>Recipients</strong> tab, Select users from Recipient Picker for &ldquo;TO&rdquo; as shown above in the screenshot.</li> <li>Do the Same thing for &ldquo;CC&rdquo;(if you need &ldquo;CC&rdquo;).</li> <li>Next, go to the <strong>Mail Templates, </strong>click on<strong>&nbsp;Add or update mail template.</strong> It will open &ldquo;<strong>Add or update mail template</strong>&rdquo;&nbsp;Dialogue box here enter detail as your requirement and click on <strong>Ok</strong> button.</li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/using-electronic-signatur-in-infowise-for-office-365-in-sharepoint-online.png" alt="" /> <p style="text-align: center;">using electronic signature in infowise for office 365 in sharepoint online <h2><span id="Sharepoint_Task_List_Signing_Tasks">Sharepoint Task List (Signing Tasks)</span></h2> <strong>Step 1:&nbsp;</strong>Go to your SharePoint Task List, click on List tab-&gt;click on &rdquo;&nbsp;<strong>Design&nbsp;</strong>&ldquo;. It will open the &ldquo;<strong>Infowise Ultimate forms&rdquo;</strong>. <strong>Step2</strong>:&nbsp;Go to <strong>Alerts</strong> in <strong>Configuration Business Logic </strong>for creating alerts as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Innfowise-SOP-Read-and-Sign-for-office-365.png" alt="" /> <p style="text-align: center;">Infowise-SOP-Read-and-Sign-for-office-365 <figure id="attachment_20428" class="wp-caption aligncenter" style="width: 1032px;"> <figcaption class="wp-caption-text"></figcaption> </figure> <ul> <li>In <strong>General Settings </strong>tab, Enter <strong>Title</strong>, Select <strong>Site</strong>, and Select <strong>List</strong> from the drop-down(by default <strong>Site</strong> and <strong>List</strong> names are selected).</li> <li>Next, coming to the <strong>Recipients</strong> tab, Select users from Recipient Picker for &ldquo;To&rdquo; as shown above in the screenshot.</li> <li>Next, go to the <strong>Mail Templates, </strong>click on<strong>&nbsp;Add or update mail template.</strong> It will open &ldquo;<strong>Add or update mail template</strong>&rdquo;&nbsp;Dialogue box here enter detail as your requirement and click on <strong>OK</strong> button.</li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/using-electronic-signature-in-infowise-for-office-365-in-sharepointonline.png" alt="" /> <p style="text-align: center;">using electronic signature in info wise for office 365 in SharePoint online <h2><span id="Upload_the_Document_in_Sharepoint_Document_Library_and_assign_the_task_to_the_User">Upload the Document in Sharepoint Document Library and assign the task to the User</span></h2> <strong>Step 1</strong>: Now go to your SharePoint Document Library(&ldquo;SOP&rdquo;) upload the document as shown below. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Read-and-Sign-document-in-infowise-for-office-365-1.png" alt="" /> <p style="text-align: center;">Read and Sign document in infowise for office 365 <strong>Step 2</strong>: Next Click On &ldquo;<strong>OK</strong>&ldquo;, it will open &ldquo;SOP SYSTEM&rdquo; form. Enter Title, Signers and next click on &ldquo;<strong>New Item&rdquo;</strong>&nbsp;for assign task to the users as shown below. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/using-electronic-signature-in-infowise-for-office-365-in-sharepoint-online-1.png" alt="" /> <p style="text-align: center;">using electronic signature in infowise for office 365 in sharepoint online <strong>Step 3</strong>: When clicking on New Item, &rdquo;&nbsp;<strong>Signing Task</strong>&nbsp;&ldquo;form will be open. <ul> <li>Enter &ldquo;<strong>Task Name&rdquo;</strong>, Add username in &rdquo; <strong>Assigned to</strong>&ldquo;, &ldquo;<strong>Due Date&rdquo;.&nbsp;</strong></li> <li>Next click on the <strong>Save</strong> button as shown below.</li> </ul> <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Infowise-SOP-Read-and-Sign-for-office-365-1.png" /> <p style="text-align: center;">Infowise Electronic Signature field for office365 <strong>Step 4</strong>: Now the item is added in the &ldquo;R<strong>ead and Sign</strong>&rdquo; column as shown below. <ul> <li>if you want to add one more item you can add it by&nbsp; &ldquo;<strong>new item</strong>&ldquo;.</li> </ul> <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Infowise-Electronic-Signature-field-for-office365-1.png" alt="" /> <p style="text-align: center;">Infowise Electronic Signature field for office365 <strong>Step 5</strong>: Next click<strong> Save</strong> button item will be added to the Sharepoint Document Library as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/RRead-Sign-document-infowise-ultimate-forms-for-office-365-1.png" alt="" /> <p style="text-align: center;">Read &amp; Sign document info wise ultimate forms for office 365 <strong>Step 6</strong>: Now go to the &ldquo;<strong>Read and Sign&rdquo; Column,</strong> click on &ldquo;<strong>Click for Details&rdquo;.&nbsp;</strong>It will show the task details as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/IInfowise-SOP-Read-and-Sign-for-office-365.png" alt="" /> <p style="text-align: center;">Infowise Electronic Signature field for office365 <strong>Step 7</strong>: like that we can add multiple users to the single document as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Infowise-Electronic-Signature-field-for-office-365.png" alt="" /> <p style="text-align: center;">Infowise Electronic Signature field for office365 <strong>Step 8</strong>: For reading &amp; Sign in the Document, the user will go through the mail or go the TaskList(in our example &ldquo;Signing Tasks&rdquo;). <ul> <li>Go to the task list, open on the task item.</li> <li>Tick on the checkbox of &ldquo;<strong>I confirm Reading</strong>&rdquo; and Check on the &ldquo;<strong>Sign&rdquo;</strong> CheckBox.</li> <li>click on the <strong>Save</strong> button as shown below.</li> </ul> <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/ussing-electronic-signature-in-infowise-for-office-365-in-sharepoint-online.png" alt="" /> <p style="text-align: center;">using electronic signature in infowise for office 365 in sharepoint online <strong>Step 9</strong>: Now the item is updated in the task list as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Read-Sign-document-infowise-ultimate-forms-for-office-365-1.png" alt="" /> <p style="text-align: center;">Read &amp; Sign document infowise ultimate forms for office 365 <strong>Step 10</strong>: See in your SharePoint Document library all task has been updated as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Inffowise-Electronic-Signature-field-for-office-365.png" alt="" /> <p style="text-align: center;">Infowise Electronic Signature field for office365 If you are new to Infowise Ultimate Forms, you can read some more tutorials and get to know about various features. <ul> <li><a href="https://www.enjoysharepoint.com/create-collapsible-tabs-using-infowise-ultimate-forms/" target="_blank" rel="noopener">Create Collapsible tabs and All Columns tab using Infowise Ultimate Forms in SharePoint Online Office 365</a></li> <li><a href="https://www.enjoysharepoint.com/create-tabs-using-infowise-ultimate-forms/" target="_blank" rel="noopener">Create Tabs with Tab Permission using Infowise Ultimate Forms in SharePoint Online Office 365</a></li> <li><a href="https://www.enjoysharepoint.com/itsupport-ticketing-system-using-infowise-ultimate-forms-part-1/" target="_blank" rel="noopener">ITSupport Ticketing System using Infowise Ultimate Forms Part-1</a></li> <li><a href="https://www.enjoysharepoint.com/itsupport-ticketing-system-using-infowise-ultimate-forms-part-2/" target="_blank" rel="noopener">ITSupport Ticketing System using Infowise Ultimate Forms Part-2</a></li> <li><a href="https://www.enjoysharepoint.com/set-default-values-in-list-columns-using-infowise-ultimate-forms-in-sharepoint-online/" target="_blank" rel="noopener">Set Default Values in List Columns using Infowise Ultimate Forms in SharePoint Online</a></li> <li><a href="https://www.enjoysharepoint.com/implement-date-validations-using-infowise-ultimate-forms/" target="_blank" rel="noopener">Implement Date Validations using Infowise Ultimate Forms in SharePoint Online List Forms</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflow/" target="_blank" rel="noopener">Infowise Actions Vs SharePoint Workflow: Automate Site Creation process Infowise Ultimate Forms Create a Site Action in SharePoint</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows-copy-list-item-easily-using-infowise-action-sharepoint-online/" target="_blank" rel="noopener">Infowise Actions vs SharePoint workflows: Copy List Item easily using Infowise Action SharePoint Online</a></li> <li><a href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/" target="_blank" rel="noopener">Easily Configure Email Notifications using Infowise Ultimate Forms action</a></li> <li><a href="https://www.enjoysharepoint.com/update-field-value-without-using-workflow-by-using-infowise-update-action/" target="_blank" rel="noopener">Update Field Value without using Workflow by using Infowise Update Action</a></li> </ul> <h2><span id="Conclusion">Conclusion</span></h2> In this article, we learned about how to Read and sign in the document in a document library in SharePoint Online Office 365, How to create Signature, and how to add &ldquo;Infowise Associated task&rdquo; content type to the column in the Infowise&nbsp;Ultimate forms for office 365 in SharePoint online.https://www.infowisesolutions.com/blog/read-and-sign-documents-using-infowise-ultimate-forms-in-sharepoint-online-part-2Bijay KumarFriday, October 26, 2018https://www.infowisesolutions.com/blog/read-and-sign-documents-using-infowise-ultimate-forms-in-sharepoint-online-part-2Read and Sign documents using Infowise Ultimate Forms in SharePoint Online Part-1<div class="code-block code-block-1" style="margin: 8px 0; clear: both;">Welcome to our New Article on &ldquo;Read and Sign documents using Infowise Ultimate Forms in SharePoint Online (Infowise SOP Read and Sign for office 365)&rdquo;. The basic need of this article is, in company certain documents are regularly read by Employees. We will assign&nbsp;tasks to the employees through the mail or In common task list in SharePoint site. They&nbsp;can go through the mail or go to the task list and there they read the document and sign in after reading the document.</div> <div class="code-block code-block-4" style="margin: 8px 0; clear: both;"> <div align="center"> <div style="width: 430px;">&nbsp;</div> </div> </div> SOP(<strong>Standard Operating Procedure</strong>): An SOP is a procedure specific to your operation that describes the activities necessary to complete tasks in accordance with industry regulations or even just your own standards for running your business. If you are new to Infowise Ultimate Forms, then <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">download Infowise Ultimate Forms trial</a> and try out the new features in SharePoint Online Office 365. <strong>Step 1</strong>: I have created SharePoint&nbsp;Document&nbsp;Library known as &ldquo;SOP&rdquo;. It has a few columns as shown below. <strong>Important:</strong> I have created&nbsp; &ldquo;<strong>Read and Sign</strong>&nbsp;&rdquo; column and Add it to &ldquo;<strong>Tabs and Tab permission</strong>&rdquo; (Create a new Tab) in &ldquo;<strong>Infowise Ultimate forms</strong>&ldquo;. I Explained this at &ldquo;<strong>Step 5&Prime;</strong>. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Read-and-Sign-document-in-infowise-for-office-365.png" alt="" /> <p style="text-align: center;">Read and Sign document in info wise for office 365 <strong>Step 2</strong>: I have created a task list Known as &rdquo; Signing Tasks&rdquo;&nbsp;with few columns as shown below. <strong>Important:</strong> I have created&nbsp; &ldquo;<strong>Signature</strong>&rdquo; column and Add it to &ldquo;Tabs and Tab permission&rdquo; (Create a new tab) in &ldquo;Infowise Ultimate forms&rdquo;.&nbsp; I Explained this at &ldquo;<strong>Step 7&Prime;</strong>. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Read-Sign-document-infowise-ultimate-forms-for-office-365.png" alt="" /> <p style="text-align: center;">Read &amp; Sign document infowise ultimate forms for office 365 <strong>Step 3</strong>:&nbsp; &ldquo;Allow the management Content-Types&rdquo; in your tasks list as shown below. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Infowise-SOP-Read-and-Sign-for-office-365.png" alt="" /> <p style="text-align: center;">Infowise SOP Read and Sign for office 365 <strong>Step 4</strong>: Go to the<strong> List tab-</strong>&gt;click on <strong>list Settings</strong>-&gt;Scroll down to <strong>Content-Type</strong>-&gt; click on &ldquo;<strong>Add from existing site content types</strong>&ldquo;. Now select &ldquo;<strong>Infowise</strong>&rdquo; content type from the drop-down then it will show content types what it has. Select &ldquo;<strong>Infowise Associated Task</strong>&rdquo; from the content types, then click on &ldquo;<strong>Add</strong>&nbsp;&rdquo; as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Infowise-Electronic-Signature-field-for-office365.png" alt="" /> <p style="text-align: center;">Infowise Electronic Signature field for office365 <strong>Step 5</strong>: Now Coming back to our &ldquo;SOP&rdquo; library, create the column &ldquo;<strong>Read and sign</strong>&rdquo; column and associate with &ldquo;Infowise Associated Task&rdquo; Content type as shown below. <strong>Open your SharePoint Document Library (SOP) in Infowise Ultimate forms.</strong> <ul> <li>Go to Library tab-&gt; click on &ldquo;<strong>Design&rdquo;</strong> button, it will open <strong>Infowise Ultimate forms</strong>.</li> <li>Next, Go to &ldquo;<strong>Configure&nbsp;Columns</strong>&ldquo;-&gt; click on &ldquo;<strong>Associated Items</strong>&ldquo;.</li> <li>Enter Column name &ldquo;ReadandSign&rdquo; as shown below.</li> <li>In <strong>General-Settings</strong>, <strong>Create new</strong>: ReadandDesign.</li> <li>In <strong>Associated Items Settings</strong>, <strong>Child Site</strong>: current site, <strong>Child list</strong>: Signing tasks(your tasks list), <strong>Child Content-Type</strong>: Infowise Associated Task etc. Select as shown below.</li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/using-electronic-signature-in-infowise-for-office-365-in-sharepoint-online.png" alt="" /> <p style="text-align: center;">using electronic signature in infowise for office 365 in SharePoint online <strong>Step 6</strong>: <strong>Create Infowise Ultimate Tab&nbsp;for the Sharepoint Document&nbsp;library.</strong> <ul> <li>Go to &ldquo;<strong>Configuration layouts and Permissions&rdquo;</strong> -&gt;click on &ldquo;<strong>Tabs and tab Permissions&rdquo;.</strong></li> <li>Here you can create tab and Add columns to the tab as shown below.</li> </ul> Note: See below screenshot our new column &ldquo;<strong>Read and sign</strong>&rdquo;&nbsp; is added in &ldquo;<strong>Tab-Column Association&rdquo;.</strong> <strong><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Read-Sign-document-infowise-ultimate-forms-for-office365.png" alt="" /></strong> <p style="text-align: center;">Read &amp; Sign document infowise ultimate forms for office 365 <strong>Step 7</strong>:&nbsp;Now Coming back to our &ldquo;<strong>Signing Tasks</strong>&rdquo; SharePoint&nbsp;List, create the column &ldquo;<strong>Signature</strong>&rdquo;&nbsp; in Infowise Ultimate forms as shown below. <strong>Open your SharePoint Task List (Signing Tasks) in Infowise Ultimate forms.</strong> <ul> <li>Go to Library tab-&gt; click on &ldquo;<strong>Design&rdquo;</strong> button, it will open <strong>Infowise Ultimate forms</strong>.</li> <li>Next, Go to &ldquo;<strong>Configure&nbsp;Columns</strong>&ldquo;-&gt; click on &ldquo;<strong>Signature</strong>&ldquo;.</li> <li>Enter Column name &ldquo;<strong>Signature</strong>&rdquo; as shown below.</li> <li>In <strong>General-Settings</strong>, <strong>Create new</strong>: Signature.</li> <li>In <strong>Signature&nbsp;Settings, </strong>check the checkboxes (Select coulmns as your needs).</li> <li>Select <strong>Signature type&nbsp;</strong>as <strong>Declarative&nbsp;</strong>from the drop-down as shown below.</li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/RRead-Sign-document-infowise-ultimate-forms-for-office-365.png" alt="" /> <p style="text-align: center;">Read &amp; Sign document infowise ultimate forms for office 365 <strong>Step 8</strong>:&nbsp;<strong>Create Infowise Ultimate Tab&nbsp;for the Sharepoint Task List(Signing Tasks).</strong> <ul> <li>Go to &ldquo;<strong>Configuration layouts and Permissions&rdquo;</strong> -&gt;click on &ldquo;<strong>Tabs and tab Permissions&rdquo;.</strong></li> <li>Here you can create tab and Add columns to the tab as shown below.</li> </ul> Note: See below screenshot our new column &ldquo;<strong>Signature</strong>&rdquo;&nbsp; is added in &ldquo;<strong>Tab-Column Association&rdquo;.</strong> <strong><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Iinfowise-SOP-Read-and-Sign-for-office-365.png" alt="" /></strong> <p style="text-align: center;">Infowise Electronic Signature field for office 365 You can also try a few Infowise Ultimate Form examples below: <ul> <li><a href="https://www.enjoysharepoint.com/update-field-value-without-using-workflow-by-using-infowise-update-action/" target="_blank" rel="noopener">Update Field Value without using Workflow by using Infowise Update Action</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows/" target="_blank" rel="noopener">Infowise Actions vs SharePoint workflows</a></li> <li><a href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/" target="_blank" rel="noopener">Easily Configure Email Notifications using Infowise Ultimate Forms action</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows-copy-list-item-easily-using-infowise-action-sharepoint-online/" target="_blank" rel="noopener">Infowise Actions vs SharePoint workflows: Copy List Item easily using Infowise Action SharePoint Online</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflow/" target="_blank" rel="noopener">Infowise Actions Vs SharePoint Workflow: Automate Site Creation process Infowise Ultimate Forms Create a Site Action in SharePoint</a></li> <li><a href="https://www.enjoysharepoint.com/itsupport-ticketing-system-using-infowise-ultimate-forms-part-2/" target="_blank" rel="noopener">ITSupport Ticketing System using Infowise Ultimate Forms</a></li> <li><a href="https://www.enjoysharepoint.com/create-collapsible-tabs-using-infowise-ultimate-forms/" target="_blank" rel="noopener">Create Collapsible tabs and All Columns tab using Infowise Ultimate Forms in SharePoint Online Office 365</a></li> </ul> <div class="code-block code-block-3" style="margin: 8px auto; text-align: center; clear: both;">&nbsp;</div> In the next article, we will discuss more on how to read and sign a document using Infowise Ultimate Forms in Office 365 SharePoint Online. <a href="https://www.infowisesolutions.com/blog/read-and-sign-documents-using-infowise-ultimate-forms-in-sharepoint-online-part-2" target="_blank" rel="noopener">Read and Sign documents using Infowise Ultimate Forms in SharePoint Online Part-2</a>https://www.infowisesolutions.com/blog/read-and-sign-documents-using-infowise-ultimate-forms-in-sharepoint-online-part-1Bijay KumarFriday, October 26, 2018https://www.infowisesolutions.com/blog/read-and-sign-documents-using-infowise-ultimate-forms-in-sharepoint-online-part-1Is SharePoint HIPAA CompliantSharePoint is a platform offered by Microsoft that was initially designed as a content management system and was made to be highly configurable. SharePoint syncs up PCs and mobile devices through its back-end system and allows employees within a network to share information in a streamlined fashion. SharePoint is a powerful enterprise content management tool that provides multiple solutions for information management. Such problems include data loss, redundant processes consuming time, poor communication resulting in ineffective processes, low accountability, low quality and inconsistency in overall performance. <a href="https://support.office.com/en-us/article/what-is-sharepoint-97b915e6-651b-43b2-827d-fb25777f446f">Learn more about SharePoint</a> <h2>HIPAA Overview</h2> The US passed a healthcare law by the name Health Insurance Portability and Accountability Act which seeks to set out requirements for the usage, disclosure, and privacy for the health information of patients. Healthcare companies are the ones covered within this law&rsquo;s ambit as they do have access to &ldquo;protected health information,&rdquo; (PHI), of the patients. The bill also has implications for business associates that work with the Healthcare system and do provide, for say, technological assistances like cloud services, insurance billing and so on. And so they would be likely to process patient information on behalf of the corresponding healthcare entity. There four domains where the HIPAA has imposed its restrictions upon the usage and distribution of PHI. These domains are security, privacy, identifiers and electronic transmission of healthcare-transactions. HIPAA provides for patient confidentiality by mandating physical, administrative and technological security measures. The law also prohibits the release of certain types of information (which could be collected for research purposes). HIPPA also requires the healthcare companies to take effective measures for when they are transferring crucial data, like insurance claims, insurance eligibility and payments, through electronic transmission. &nbsp; <h2>How Can Healthcare Companies Comply with HIPAA Regulations?</h2> With the technological advancements, the healthcare industry is adapting to various business changes that are inclusive of the electronic conversion of medical records, information exchanges, and web-based portals for both the physicians and patients. These initiatives are regulated under the requirements of HIPAA which is aimed at providing privacy to patient information. &nbsp; Now there has been a lot of improvement in how organizations implement medical record systems, but a lot of information is trapped in places that are not part of medical records. There are several healthcare providers that haven&rsquo;t come to terms with the storing information in OneDrive, SharePoint, or SharePoint Online for fear of information breach and violation of HIPAA requirements. Electronic protected health information can exist outside the domain of medical record, so where should the healthcare organizations keep this information. This ePHI needs to be stored while maintaining compliance with the HIPAA and other such regulations such as HITECH. SharePoint is being a used extensively for digital document management by the healthcare organization. SharePoint in and of itself does not have the ability to ensure its users&rsquo; compliance with HIPAA. It is entirely dependent upon the healthcare organizations to achieve and ensure HIPAA compliance when carrying out their business processes on SharePoint. &nbsp; &nbsp; <h2>Business Associates &amp; Covered Entities</h2> It is argued that HIPAA takes into its ambit the business associates of healthcare organizations (covered entities) as well, and Microsoft does sign that agreement to a BA, however, this doesn&rsquo;t avert the chances of violation or the breach in protected health information. It just puts them at somewhat equal liability when such an incidence happens. A series of attacks on a healthcare organization, named Anthem, exposed the protected health information of approximately 80 million people. The information included their names, medical identification numbers, social security numbers, addresses employment information, etc. Anthem ended up paying $16 million in settlement to the Office for Civil Rights (OCR). There are several issues that catch attention in such settlements as per the HIPAA regulations. Two of the most observed ones are that the healthcare organizations involved have policies in place to prohibit the prerequisite actions that result in such breach of privacy and that there was an application server involved in the breach of the patient information. &nbsp; <h2>Encryption</h2> Healthcare organizations are usually in agreement with their business associates; however, that should not impede them for establishing and ensuring further protective measures of PHI. Most people get all hyped up about encryption as the one thing that could ensure privacy to patient health information. But encryption will only benefit where there is a tangible loss or theft of, say, a hard disk or tapes. Most breaches occur through a web application, so encryption would not help there. Because encryption is as hyped up as it can be, the healthcare organizations should know about the role that is played by both the implementations (such as database or storage level encryption) and integrated access controls. This combination could help in better threat protection. If there is encryption at an application level with an access control lost that could prohibit unauthorized access, then the breaches can be prevented and these implementations lie outside the purview of what SharePoint and Office 365 are intended for. &nbsp; <h2>Ensuring Technical Safeguards</h2> Even after you get a Business Associate agreement from say a cloud service provider like Microsoft, you are not entirely in the clear unless you have the necessary technical controls. Some healthcare organizations, in the past, have had all the properly documented policies; however, they didn&rsquo;t have the adequate implementations for those policies. Healthcare businesses should ensure proper implementations of technical safeguards or automated security controls to ensure compliance with HIPAA regulations. &nbsp; Therefore, healthcare organizations, after getting their documents and business processes up on platforms like SharePoint, would still need to possess the information as to where their ePHI is located in SharePoint, SharePoint Online and OneDrive. After having this information, they should then find a way to encrypt the documents within SharePoint, ensure meaningful usage of those documents and monitor all and every access made to ePHI.<br /><br /> <h2>How does SharePoint stack against HIPAA?</h2> No software platform can, on its own, live up to the requirements of HIPAA regulations. However, SharePoint has incorporated mandatory administrative and technical safeguards to comply with the said regulations. This will enable the HIPAA covered entities to operate their business processes in a manner that complies with HIPAA. &nbsp; Microsoft has mentioned their Office 365 product to be an online solution that <a href="https://www.microsoft.com/en-us/TrustCenter/Security/office365-security">enhanced productivity and ensures collaboration while safeguarding the data and complying with the industry regulations.</a> However, it hasn&rsquo;t mentioned all such details about SharePoint and SharePoint Online. It just proclaims that Microsoft is willing to sign a Business Associate Agreement with the Healthcare organizations and that this agreement will include SharePoint. However, the users are responsible for ensuring further compliance with the HIPAA regulations and that the SharePoint platform is configured properly. Compliance with the regulations is mandated by training the personnel who would be using it, setting access controls and audit controls and ensuring the adequate configuration of security controls. &nbsp; After all these measures are ensured, SharePoint can be deemed as a HIPAA compliant platform that could be used for document management and collaboration. &nbsp; *** <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></em><em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great, click <a title="Infowise Business Process Solutions" href="https://www.infowisesolutions.com/solutions" target="_blank" rel="noopener">here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.</em> &nbsp;https://www.infowisesolutions.com/blog/is-sharepoint-hipaa-compliantAvi PagiThursday, October 25, 2018https://www.infowisesolutions.com/blog/is-sharepoint-hipaa-compliantCollaboration in Healthcare – the Case for SharePoint and Office 365 <h2>The Need for Collaboration in Healthcare</h2> Healthcare is being impacted by a plethora of factors like costs of services, pharmaceuticals, and an increasing number of an uninsured population. Add to that more rigorous regulations are being introduced from different jurisdictions. On the other hand, users of Healthcare systems, now, after having being introduced to digital start-ups such as Amazon, Uber and Google have developed enhanced customer expectations. Under these conditions, the industry has to adopt effective measures to meet these challenges. Streamlining business processes is a distinct area that can have an immediate impact on the delivery of patient care at the same time help private practices and hospitals gain efficiency, limit human errors and achieve profitability. Information technology (in addition to the effective deployment of human resources) is a successful way to streamlining business processes. Healthcare organizations are implementing digital management systems to enhance access to information. Such management systems effectuate the business processes by improving collaboration between the human resources and different departments. Healthcare organizations are starting to make use of collaboration as a measure to reduce costs and enhance the quality of service provision. Organizations have increased the adoption of collaboration platforms that store patient information and so streamlines their business processes.&nbsp; <h2>SharePoint and Office 365: Collaboration Enhancing Tools</h2> One such collaboration platform is offered by the Microsoft&rsquo;s SharePoint. Many healthcare organizations have implemented it for its multiple usages. These usages range from ensuring compliance with regulations by distributing policy updates to sharing patient information and the providing the training and development programs. In the healthcare industry, the physicians and other medical staff have to collaborate to make value-based, patient-centered health plans. Here, the technology could be used quite effectively to provide them with a secure platform that streamlines their collaboration.&nbsp; Healthcare organizations are increasingly using the SharePoint Apps and Add-ins for the list of purposes. For instance, the App is being utilized for a Merit-based Incentive Payment System which provides yearly updates to physicians. SharePoint Apps are also increasingly being deployed to expedite the processes. For instance, they use SharePoint with Microsoft Flow to notify the medical staff of changes in the on-call scheduling or to approve insurance authorizations. <h2>Collaboration Tools</h2> Previously, there were limited ways for the company to structure their collaboration strategies when Microsoft released its key collaboration product: SharePoint On-Premises. Today, the companies are afforded with a range of possibilities when it comes to structuring their collaboration strategies, with the release of Office 365. They can now use the product flexibly as per their team size, the type of collaboration they want to ensure (like team-wide, enterprise-wide, chat based, etc.), the extent of cooperation they can afford to allow, their present capabilities of workflow management, and their allowance for knowledge re-usability. The companies are afforded with such flexibility through a list of collaborative tools provided by the Microsoft&rsquo;s Office 365 collaboration kit. Following devices are available for the healthcare companies to enhance their collaboration. <h2>Team sites</h2> Through this tool, users are able to access information through a newsfeed, an activity log, and several document libraries. This tool is widely used because of its efficacy in ensuring collaboration between larger teams so that they can communicate easily, keep a check on team activities, and store important documents and links. This tool also has features for document and workflow management which assist them in executing their tasks effectively. The companies can use this tool as a corporate intranet, an online learning platform, a project management system or a knowledge management solution. <h2>Communication sites</h2> Communication site is another collaboration tool that transcends team borders and gives a collaborative platform for the whole company. The entire community on the home page of SharePoint will be able to access the information published on the communication site. This tool is different from the team site tool in that that the previous one doesn&rsquo;t constrict the collaboration between teams. Healthcare organizations can use this tool to publish information for their employees, for instance, as regards best practices to be followed, training sessions and corporate events to be attended, etc. Whatever the healthcare institute deems to be an organization content can be published through this collaborative tool. <h2>Hub sites</h2> Hub sites are intended to combine all the activities going on in the team and communication sites and bring them onto a single platform. Hub sites will render the same style across all associated sites so that it is easier to navigate through them as they are all well-organized. <h2>Outlook Groups</h2> Office 365 Groups have now been expanded to incorporate all the available collaboration tools and so provides ease-of-use to all the employees accessing them. After setting up an Outlook Group, the users are equipped with a set of tools which include a shared Outlook inbox, a shared calendar, a shared document library, a shared OneNote Notebook, a team site and a planner for group task management. Outlook Groups are a great way to collaborate with external users who are not allowed to get access to team sites. They are a useful tool for those wanting to communicate via emails. <h2>Yammer Groups</h2> Yammer groups are similar to Outlook Groups with a single exception. In Yammer Groups, the shared inbox (in the Outlook Group) transforms into a conversation thread. This collaboration tool assists in file sharing and permits external users to contribute to the collaboration process. <h2>Microsoft Teams for chat based teamwork</h2> This tool will allow the staff to have open channels for collaboration, they could also create a private channel for communication. Teams are integrated with Skype, thereby helps the staff to have audio and video conferences. This sort of collaboration gives way to an environment that is not restricted by organizational hierarchy thus making way for more interested teams. <h2>Skype for Business Online</h2> This tool supports instant messaging, audio, video and web conferencing. As per the subscription, the users could also have added benefits of using other collaboration tools such as file sharing, file storage and emailing. *** At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation. <a href="https://www.infowisesolutions.com/ultimate_forms">Click here to download</a> Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great, click here and download the ready-to-use template from our vast business process solution library, re-purpose to service your needs. &nbsp; &nbsp;https://www.infowisesolutions.com/blog/collaboration-in-healthcare-%E2%80%93-the-case-for-sharepoint-and-office-365---Avi PagiThursday, October 25, 2018https://www.infowisesolutions.com/blog/collaboration-in-healthcare-%E2%80%93-the-case-for-sharepoint-and-office-365---An Enterprise’s Guide to Business Process Modeling Methodology Business Process Managemen