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SharePoint connects to SQL databases, Salesforce, Exchange, Dataverse, and REST APIs through Ultimate Forms data integration: live lookups in forms, automatic updates back, and no middleware to build. SharePoint is where the work gets recorded. The data that drives that work, however, often lives somewhere else. In a SQL database maintained...

Incoming emails can be converted to PDF documents and filed in SharePoint automatically: Ultimate Forms Import monitors a mailbox, converts each message, and stores it with metadata, no manual handling required. Many organizations receive structured information by email. Supplier invoices. Order confirmations. Client submissions. Support...

You can build a complete service ticketing system in SharePoint: intake forms, automatic assignment, SLA due dates with escalation, a knowledge base, and dashboards, using Ultimate Forms and no code. Most organizations already have the infrastructure to run a proper service ticketing system. They just don't know it yet. SharePoint is included...

Few industries run on forms the way healthcare does. Every patient interaction starts with one: registration, intake, consent, insurance, medical history. And in most clinics and hospital departments, those forms still mean paper on clipboards, retyped later into one system or another — slow for staff, error-prone for records, and frustrating for...

There is a version of SharePoint that most organizations never fully reach. The one where forms adapt to the person filling them out. Where an approval request automatically routes to the right manager and locks itself while it waits. Where a manager can see the state of every open request at a glance without asking anyone to send them a...

Smarter Data Retrieval Without Lookup Columns Retrieving related data is one of the most common requirements when building SharePoint-based business solutions. Forms frequently need to pull information from other lists. These could be employee details, approval rules, configuration values, thresholds, or reference data. This information is then...

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

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

Introduction In today’s fast-moving learning and training environment, organisations — whether corporate, educational or non-profit — need Learning Management Systems (LMSs) that are flexible, cost-effective, and closely aligned with existing collaboration tools. Traditional LMS platforms often bring high licensing costs, long deployment times,...

The Power of Conditions in Ultimate Forms: Turn Data into Decisions In every good business form or automation process, knowing when something should happen is just as important as what happens. Conditions in Infowise Ultimate Forms are the glue that lets your SharePoint solutions behave intelligently — they control validation, visibility,...

Dynamic Forms are an essential part of SharePoint solutions. Dynamic Forms change in appearance and functionality according to rules defined in the form. It does so in real time as the user fills out the form. This is the opposite of out-of-the-box static SharePoint forms which don't change in appearance or functionality. Learning how to how to...

The best way to show off your product is of course letting your potential customers try it out. In our case, Ultimate Forms is a Microsoft SharePoint application, so it needs SharePoint to run. Of course, potential customers can easily install it and we even provide an installation wizard that will completely automate and streamline the...

As a skilled SharePoint developer, I have spent years customizing forms and workflows. My goal is to speed up business processes and improve user experiences. The ability to customize SharePoint to fit individual organizational demands has always been a challenging and rewarding endeavor.  Today, I'll discuss how to create custom SharePoint...