Automation is required in every SharePoint solution. Using automation along with custom forms allows you to build complete business processes. Usually automation is the realm of developers or SharePoint Admins. With Ultimate Forms Actions business processes can be set up without having to build heavy developer oriented workflow. Ultimate Forms has 22 different types of actions which can be set up easily with no coding required. Functionality includes:

• Add, update, copy or delete items with simple rules.
• Manage attachments.
• Send emails according to any situation.
• Automatically create lists, libraries or sites.
• Update permissions dynamically.
• Connect with applications outside of SharePoint.
• Automatically create custom PDFs.
• Make updates to Entra, Exchange, Teams

Come join us for a live demonstration of actions and see how easy SharePoint automation can be. We’ll cover many scenarios and demonstrate how to build automation without code.

Order forms appear in an astonishing range of scenarios—far more than most people realize. Whether you are purchasing equipment, requesting supplies, submitting product orders, or simply tracking internal requests, an order form sits at the heart of the process. In fact, order forms are one of the most common types of forms on the internet, powering online stores, service companies, internal procurement systems, and even small business operations. Because so many business processes depend on collecting structured information from users, it’s essential to have an order form solution that is flexible, user-friendly, and aligned with the workflow tools your team already knows.

That’s where Infowise Ultimate Forms becomes a game-changer. With Ultimate Forms, you can set up a complete, production-ready order form solution in minutes without writing a single line of code. Whether you want to create a straightforward internal order request form or a sophisticated public-facing e-commerce experience, Ultimate Forms provides everything you need—right inside SharePoint. It removes the technical complexity traditionally associated with form development and replaces it with a simple, powerful configuration experience that anyone can use.

This is not a generic form builder. Ultimate Forms lets you create order forms that are fully customized to your business rules, product structure, and workflow needs. The same SharePoint list you start with transforms into a polished, dynamic ordering interface equipped with structured fields, business logic, visual enhancements, automated calculations, and workflow-ready metadata. If you’ve ever felt limited by the out-of-the-box SharePoint experience, Ultimate Forms removes those barriers completely.

One of the standout capabilities is the ability to use external forms. This means your order form doesn’t need to be confined inside your organization—it can be securely published on a public website where anyone can submit orders. This opens up huge possibilities for businesses, nonprofits, event organizers, and teams offering services to outside customers. Instead of directing users to a clunky form or requiring custom web development, Ultimate Forms lets you embed your order form directly into your public web presence with just a few clicks.

A truly useful order form also needs the right structure. Many order processes involve multiple items, quantities, and variations. Ultimate Forms handles this elegantly through a repeating table component. Users can add as many order items as they need, enter quantities, and structure the order just like a shopping cart—except everything is fully integrated into SharePoint and captured in a structured way. This allows your organization to manage orders efficiently, report on them, and trigger workflows with ease.

Want to include product visuals? No problem—Ultimate Forms allows you to embed product images so users can preview what they are ordering. This enhances clarity, reduces mistakes, and creates a more user-friendly experience.

Another major convenience is the use of dynamic lookup fields. Instead of forcing users to manually type product names, prices, categories, or descriptions, dynamic lookups pull data directly from your SharePoint lists. When a user selects an item, Ultimate Forms can automatically populate the order form with all related details—price, SKU, unit type, availability, and more. This reduces errors and ensures that all information remains perfectly synchronized with your source data.

Of course, calculations are essential in order forms. Ultimate Forms provides robust auto-totaling capabilities that instantly compute subtotals, taxes, fees, and order totals. Everything updates in real time, creating a seamless and intuitive experience for your users.

Once an order is placed, communication is key. Ultimate Forms includes a customizable order confirmation email template, so customers or internal users receive an automated, professional confirmation message. This message can include order details, tracking information, next steps, and any other information you want to include.

On the administrative side, Ultimate Forms shines with a built-in status tracking and order management interface. Administrators can view all incoming orders, update statuses, add notes, assign follow-up tasks, and manage the lifecycle of each request. Because it all lives in SharePoint, integrating the order data with existing workflows, dashboards, or reporting systems is simple.

For organizations that deal with physical goods, Ultimate Forms even supports inventory management. As orders come in, inventory quantities can be reduced automatically, helping you track stock levels and avoid overselling or shortages. Because all inventory data sits in SharePoint, you maintain full transparency and control.

Perhaps one of the most powerful enhancements is the ability to integrate an embedded payment system for online orders. This transforms your form into a complete ordering and checkout experience—no external shopping cart required. Customers can select items, submit an order, and pay directly from the form, all without leaving your site.

This combination of features—public embedding, dynamic data lookups, inventory tracking, automated calculations, admin tools, and integrated payments—creates a solution far beyond what SharePoint offers out of the box. Instead of stitching together multiple systems or relying on custom development, Ultimate Forms provides a unified, flexible, and fully SharePoint-native approach.

Don’t miss the opportunity to learn how to set up your own powerful Order Form Solution for SharePoint. In this presentation, you’ll see exactly how quickly and easily you can build a fully functioning order form using Infowise Ultimate Forms. Even better, you’ll be able to download the complete solution template immediately after the presentation, giving you a perfect starting point for your own implementation. Whether you're improving an internal process or creating a polished customer-facing ordering experience, this session will give you everything you need to succeed.

Beginning in October 2025, Microsoft will start deactivating SharePoint email alerts, a feature that many organizations have depended on for years to stay informed about list and library changes. By early 2026, these legacy alerts will be completely removed from Microsoft 365 environments.

For countless users, email alerts have been an essential tool for monitoring updates - whether tracking document uploads, list item changes, approvals, or workflow progress. Their simplicity and reliability made them one of SharePoint’s most used features. But as Microsoft continues to modernize its cloud ecosystem and streamline communication tools, native SharePoint email alerts are officially reaching end of life.

That leaves a crucial question for thousands of organizations and site owners: what happens next? How can you maintain automatic notifications for your business processes once Microsoft disables this core functionality?

A Modern Alternative: Infowise Ultimate Forms Email Alerts

Fortunately, there is a clear path forward. Infowise Ultimate Forms provides a comprehensive, feature-rich email notification system that works seamlessly inside SharePoint. It is not just a replacement for classic alerts - it’s a major upgrade.

Infowise Ultimate Forms allows you to design and manage sophisticated email alert rules directly within your SharePoint environment. You can easily define what triggers a message, who receives it, and how it looks - all without writing a single line of code or using Power Automate.

The Ultimate Forms Email Alerts module is designed to be intuitive for everyday business users while offering the flexibility advanced administrators need. You can send instant updates when data changes, or configure summary digests that consolidate multiple updates into a single, concise message.

Key Features and Advantages

• No Coding or Workflow Required
  You don’t need Power Automate, Flow, or external connectors. Everything runs natively inside SharePoint, managed entirely from within your site settings.

• Flexible Sender and Recipient Rules
  Define the “From” address, CC/BCC, and recipients dynamically using list fields or fixed addresses. Notifications can go to internal users, external partners, or custom distribution lists.

• Powerful Trigger Conditions
  Send alerts only when specific conditions are met - for example, when a status changes to “Approved,” when a due date is approaching, or when a numeric field crosses a threshold. You can create multiple triggers per list for precise control.

• Immediate or Consolidated Delivery
  Choose between real-time notifications or scheduled digests that group multiple updates into one email. Summary mode is perfect for managers who prefer a single daily report instead of dozens of individual alerts.

• Rich Text Email Editor
  Design professional-looking messages using the built-in editor. Insert tables, images, logos, hyperlinks, and formatted text. Include dynamic placeholders to pull in live SharePoint data such as field values, user names, or item URLs.

• Reusable Email Templates
  Save time by creating and reusing templates across multiple lists and sites. Standardize messaging for consistency and easier maintenance.

• Embedded Approval Buttons
  Add actionable approval or rejection buttons directly in the email body. Recipients can respond instantly without opening SharePoint - streamlining common business processes like vacation requests, purchase approvals, or document reviews.

Why You Should Plan Now

Microsoft’s removal timeline gives organizations only a few months to prepare. Waiting until the default alert system stops working could create significant disruption, especially for teams that rely on automated notifications to manage tasks, compliance processes, and critical deadlines.

By transitioning to Infowise Ultimate Forms now, you can ensure business continuity while gaining access to an even more capable and customizable alerting platform. The setup process is quick, requiring only a few clicks to install the Infowise app and activate alert rules within your existing lists.

Once configured, the system operates independently of Microsoft’s retired alert framework - so you’ll have full control going forward, regardless of future SharePoint feature changes.

Real-World Use Cases

• Project Management: Notify team members automatically when project milestones are reached or updated.

• HR and Onboarding: Send reminders for upcoming training sessions or expiring certifications.

• Help Desk: Alert technicians when a new support ticket is created or escalated.

• Quality and Safety: Instantly inform managers when incident reports are submitted or status changes occur.

• Document Libraries: Notify reviewers when new files are uploaded or when document approval is required.

These are just a few examples - the flexibility of Infowise Ultimate Forms means nearly any process can benefit from automated, rule-based email notifications.

Join Our Upcoming Webinar

If your organization depends on SharePoint email alerts, don’t wait until they disappear. Join our upcoming live webinar where we’ll demonstrate exactly how to set up and use the Infowise Ultimate Forms Email System as a complete, modern replacement for Microsoft’s discontinued alerts.

You’ll see a full walkthrough covering:

• How to define triggers and recipients

• How to design dynamic, branded email templates

• How to use approval buttons for interactive communication

• How to consolidate notifications for efficiency

This session is ideal for SharePoint administrators, site owners, and power users looking to maintain - and improve - their notification capabilities in the post-alert era.

Don’t Get Left Without Notifications

When Microsoft disables email alerts, many business processes could break overnight. But with Infowise Ultimate Forms, you’ll have an even more powerful system at your fingertips - one that puts you in control, enhances productivity, and keeps your teams informed automatically.

Join us and learn how to future-proof your SharePoint email notifications.

Building the right team starts with the right tools. In today’s competitive hiring environment, organizations must do everything possible to attract, evaluate, and secure top talent quickly. A slow or confusing hiring process doesn’t just frustrate candidates - it risks losing them altogether to competitors with more efficient systems. That’s why a modern Applicant Tracking System (ATS) is essential for any organization that wants to build strong teams and thrive in the marketplace.

With Ultimate Forms for SharePoint, you don’t need a standalone ATS that forces your HR team to juggle multiple logins, export spreadsheets, or re-enter data. Instead, you can build a complete applicant tracking system directly inside your existing SharePoint environment. This allows you to manage the hiring process where you already collaborate, ensuring a seamless flow of information and minimizing administrative overhead.

In our upcoming webinar, we’ll showcase exactly how this works. You’ll see a complete end-to-end applicant tracking solution that can be set up quickly, customized to your organization’s unique needs, and scaled as your team grows. The goal is simple: simplify applications, centralize applicant management, and streamline every part of your hiring process without leaving SharePoint.

What You’ll See in Action

Custom Job Application Forms
Every organization is different, and the information you need from applicants can vary widely. With Ultimate Forms, you can create completely customized job application forms. Add as many fields as you want, whether it’s job history, certifications, references, or unique screening questions. You have the flexibility to collect exactly the details you need to make informed decisions.

Smart Validation Rules
Missing or incomplete information slows everything down. Our validation rules ensure applicants always provide the required details before submitting. Whether it’s requiring a phone number, checking that email addresses are formatted correctly, or enforcing file attachments, these rules eliminate back-and-forth follow-ups and keep the process moving smoothly.

File Attachments
Applicants can upload resumes, cover letters, portfolios, or any other supporting documentation directly through the form. All files are stored in SharePoint, where they can be accessed securely by hiring managers and HR staff. This central repository means no more searching through email attachments or misplaced folders.

Custom Confirmation Screens
The hiring process reflects your organization’s professionalism. After submitting an application, candidates see a polished confirmation screen that reassures them their materials were received. You can customize this message to include next steps, timelines, or additional resources, ensuring that every applicant has a clear and positive experience.

Brand Integration
Your hiring portal should feel like a natural extension of your organization. Ultimate Forms allows you to add your colors, logo, and branding elements so applicants immediately recognize your company identity. This creates a consistent and professional image that strengthens your employer brand.

Applicant Management in SharePoint
Collecting applications is just the beginning. The real power comes in how you manage candidates. Within SharePoint, you can track applicants across multiple hiring stages, from initial review to interview scheduling to final decision. Notes can be added to each applicant’s record, allowing your hiring team to collaborate seamlessly. Everyone stays aligned, and important details never get lost.

Automated Communication
Timely communication is one of the biggest factors influencing how candidates feel about your process. With Ultimate Forms, you can send email updates with a single click, whether it’s confirming receipt, requesting additional information, or notifying candidates about interview scheduling. Automation ensures consistency while saving your HR team valuable time.

Why This Matters

Hiring the right people is one of the most important functions in any organization. Yet too often, the hiring process is slowed by disjointed tools, manual tasks, or systems that don’t integrate well with existing platforms. By leveraging SharePoint, something many organizations are already using, you can avoid these pitfalls.

An ATS built in SharePoint offers several advantages:

• Centralization – All applications, notes, and communications live in one place.

• Collaboration – Hiring managers, HR, and leadership can work together in real time.

• Customization – You control the fields, workflows, and stages to match your process.

• Security – Sensitive applicant data is protected within your Microsoft 365 environment.

• Scalability – Whether you’re hiring for a single role or dozens at once, the system grows with you.

What You’ll Gain from the Webinar

This live session isn’t just a walkthrough. It’s an opportunity to see how Ultimate Forms transforms SharePoint into a hiring powerhouse. You’ll walk away with a clear understanding of:

• How to build your own applicant tracking system in minutes.

• Ways to customize forms and workflows to meet your needs.

• Techniques for streamlining collaboration among your hiring team.

• Best practices for delivering a professional and candidate-friendly experience.

Even if you already have a process in place, chances are it can be improved. This webinar will give you practical ideas to simplify, speed up, and professionalize your hiring efforts.

Don’t Miss Out

Hiring is too important to leave to inefficient tools. With Ultimate Forms for SharePoint, you can bring the entire process under one roof, saving time, improving collaboration, and giving candidates a positive impression of your organization.

Join us for this live webinar and see for yourself how easy it is to create a powerful, customized Applicant Tracking System in SharePoint. Whether your organization is small or large, this solution will help you take your hiring process to the next level.

Workplace Safety: Why a Modern Tracking System is Essential

Workplace safety is not just a regulatory requirement - it is a fundamental responsibility for every organization. Every incident, near miss, or safety concern must be reported quickly and followed by effective corrective action. Yet, in many companies, safety tracking still suffers from the same recurring issues: clunky paper forms, outdated spreadsheets, inconsistent follow-up, and in some cases, no structured process at all. These gaps can lead to delays, miscommunication, and even missed warning signs that later result in serious accidents or compliance violations.

The solution? Modernizing your approach with tools that employees will actually use and managers can rely on for real-time visibility. By introducing a streamlined, user-friendly Safety Report System in SharePoint, you can move from reactive firefighting to proactive prevention. Even better - you can achieve this without writing a single line of code.

That’s the focus of our upcoming webinar. We’ll demonstrate how to build and deploy a Safety Reporting System using SharePoint and Infowise Ultimate Forms. This is not a theoretical discussion - it’s a hands-on walkthrough showing you how to eliminate manual bottlenecks and create a truly dynamic system that engages employees, empowers managers, and makes safety tracking simple.

Why Safety Tracking Fails Without the Right Tools

Traditional safety programs often fail because they make reporting feel like a burden. If staff need to hunt for paper forms, log into separate systems, or wait for IT assistance, many safety concerns never get logged at all. Even when reports are submitted, they often sit in someone’s inbox or get lost in spreadsheets, leading to inconsistent follow-up. The result? Near misses pile up unaddressed, hazards remain in place longer than they should, and management only sees the big picture after it’s too late.

This is why modern organizations are turning to automated, digital systems that integrate directly into their existing workflows. SharePoint, combined with the flexibility of Infowise Ultimate Forms, provides exactly that - an environment where safety reporting is quick, automated, and completely customizable to your organization’s needs.

Key Features That Make a Difference

During the webinar, you’ll see how this Safety Report System uses smart features to transform the way you track and manage safety:

• Streamlined Incident Form - Staff can report safety issues in seconds from any device. No complicated login or clunky navigation - just a clean, intuitive form that captures the right details.

• Smart Notifications - Submitted reports are automatically routed to the right managers for review. No more “lost emails” or waiting for someone to notice an issue. The right people get alerted instantly.

• Automated Follow-Up Tasks - Corrective actions can be assigned, tracked, and monitored directly from within SharePoint. Managers know exactly what needs to be done, who is responsible, and when it must be completed.

• KPI Dashboard - Leadership can view safety performance at a glance with visual indicators, charts, and safety scores. Trends such as recurring hazards or frequent locations of incidents can be identified quickly.

• Interactive Image Uploads - Employees can attach annotated images of problem areas. This visual context makes it easier for teams to understand and address hazards effectively.

• Escalation Workflows - If issues aren’t resolved in time, the system automatically escalates them to higher management. This ensures that safety concerns never get overlooked or forgotten.

Why This Matters for Your Organization

Adopting a proactive safety tracking system doesn’t just prevent accidents - it also improves employee trust and organizational culture. When workers know that their concerns will be heard and acted upon, they are far more likely to report issues early, before they escalate. Managers, meanwhile, gain confidence that they have reliable data to guide decisions and demonstrate compliance during audits or inspections.

This is not only about reducing risk but also about saving costs. Workplace accidents can result in medical expenses, lost productivity, regulatory fines, and damage to reputation. By implementing a system that helps prevent those accidents, you protect both your people and your bottom line.

A Template to Jumpstart Your Program

The best part? You don’t have to start from scratch. Every webinar attendee will receive a free downloadable SharePoint template. This template includes the core forms, workflows, and dashboards you need to hit the ground running. From there, you can customize it further to match your organization’s processes, branding, and compliance requirements.

Whether you run a manufacturing plant, a construction firm, a healthcare facility, or even a corporate office, this system adapts to your environment. SharePoint becomes your central hub for safety data, while the automation features ensure that nothing slips through the cracks.

Join Us and Take Action

If your current process is falling short, don’t miss this opportunity to see how easily it can be improved. In less than an hour, you’ll walk away with a practical understanding of how to:

• Eliminate paper-based reporting

• Automate safety communication and escalation

• Track and analyze key safety trends

• Strengthen compliance and accountability

• Empower staff to participate actively in safety culture

Reserve your spot now and take the first step toward a safer, more compliant, and more efficient workplace. Don’t let outdated systems hold you back - discover how SharePoint can power your next generation safety program.

The End of SharePoint Email Alerts: What Comes Next?

SharePoint has long been one of the most widely used platforms for collaboration and information management in organizations of every size. It centralizes documents, workflows, and processes so teams can work more effectively. For many years, one of the most relied upon features has been SharePoint email alerts. With these alerts, users could receive notifications whenever documents were updated, new items were added to lists, or specific changes occurred that required attention. This functionality has been a staple for keeping employees informed without needing to constantly check SharePoint manually.

However, SharePoint email alerts are being shut down this year. That means one of the most basic communication features within the platform will no longer be available in its original form. For organizations that depend on timely notifications, this change represents a significant gap. If you rely on alerts to monitor document libraries, track list changes, or stay on top of project updates, you may be wondering what to do next. The good news is that there is already a complete, modern replacement available: Infowise Ultimate Forms.

Why Email Alerts Still Matter in SharePoint

Even with the growth of collaboration tools like Teams and Slack, email remains the backbone of communication for most organizations. Employees expect to be notified when important changes happen in real time, and managers need a reliable way to ensure their teams are updated without delay.

Imagine a project manager who must track when contracts are uploaded or when compliance documents are modified. Or consider a sales team that needs to know instantly when a new lead is entered into SharePoint. Without automated alerts, these scenarios would require constant manual checking, which is both inefficient and prone to human error.

SharePoint lists and libraries contain critical business data, and timely awareness of changes can make the difference between a smooth process and a costly mistake. This is why finding a reliable, flexible, and customizable alert system is absolutely essential as the built-in option disappears.

Why Infowise Ultimate Forms is the Most Complete Solution

Infowise Ultimate Forms offers the most comprehensive and user-friendly email alert system for SharePoint. Unlike the legacy built-in alerts, which offered only limited options and basic functionality, Ultimate Forms provides a feature-rich solution that adapts to virtually any scenario. The toolset embeds directly in SharePoint, which means users can create and manage alert rules without leaving the platform.

The system is designed to be easy to use, requiring no coding or workflow design. You do not need to be a developer or IT administrator to set it up. Instead, everything is configured through a clear interface that allows you to create rules, define conditions, and design the actual email message.

Key Features That Set It Apart

Infowise Ultimate Forms delivers a powerful range of features that go far beyond what the old SharePoint email alerts ever provided:

• No coding or workflow required - Anyone can configure alerts without technical expertise. This empowers business users to manage their own notifications.

• Flexible sender and recipient options - You can define exactly who receives alerts and even set the sender details. Notifications can go to individuals, groups, or dynamically determined recipients based on rules.

• Custom trigger conditions - Alerts can be tied to very specific events. For example, you might only want an alert when a contract status changes to "Approved" or when a risk item is marked "High."

• Immediate or summary delivery - Users can receive alerts as soon as changes happen or in a scheduled summary. This helps reduce inbox overload while still keeping everyone informed.

• Dynamic content in emails - Insert item details, user information, and other dynamic data directly into the email body. This makes each message relevant and contextual, not just a generic notice.

• Rich text editor - Format messages professionally with styled text, tables, and links. Notifications can match your organization’s branding and look polished.

• Reusable templates - Save time by defining templates that can be used across multiple lists and libraries. This consistency makes administration simpler and ensures a standardized look.

• Embedded approval buttons - Add actionable buttons directly in the email. Recipients can approve or reject requests right from their inbox without needing to open SharePoint.

Together, these features make Ultimate Forms a complete solution that not only replaces but vastly improves on the built-in SharePoint alerts.

Practical Benefits for Organizations

By implementing Ultimate Forms email alerts, organizations gain a tool that increases productivity and ensures accountability. Employees no longer miss updates because of system limitations. Managers have confidence that critical workflows are supported with timely communication. Business processes move faster because actions can be taken directly from the notifications themselves.

Consider compliance-heavy industries such as healthcare or finance. In these sectors, missing a document update or failing to act on a required approval can have serious consequences. Ultimate Forms provides the assurance that no update goes unnoticed, and it makes following up on changes a seamless part of daily work.

For project-driven environments, such as construction or IT services, the tool ensures that team members are aligned and deadlines are met. Alerts keep everyone in sync, while the ability to tailor rules means teams only see the updates that matter to them.

Why You Should Join Our Webinar

If you are searching for the most complete solution to email alerts in SharePoint, our next webinar is the perfect opportunity. We will provide a live demonstration of the Infowise Ultimate Forms email alert system and show exactly how it can be configured to handle your organization’s unique scenarios.

Attendees will see firsthand how easy it is to set up rules, create templates, and deliver professional, dynamic emails that keep teams informed. You will also learn tips for reducing inbox clutter, setting escalation rules, and embedding approvals so that processes move forward without unnecessary delays.

By the end of the session, you will be equipped with the knowledge to implement a future-proof alerting system in SharePoint, ensuring that your workflows remain efficient even as Microsoft retires the old functionality.

The Bottom Line

The retirement of SharePoint email alerts does not have to be a setback. With Infowise Ultimate Forms, you gain a modern, powerful, and complete replacement that improves communication and ensures nothing slips through the cracks. Whether your goal is to maintain compliance, accelerate project timelines, or simply keep your team informed, this solution has the features and flexibility to deliver.

Do not wait until the old system is gone and your processes are disrupted. Plan ahead now and join our webinar to see the future of SharePoint email alerts in action.

The Problem with Traditional CRM Systems

Most CRM software systems on the market today are complicated and difficult to manage. While the promise of a Customer Relationship Management system is to simplify and improve how you track customer data, communications, and sales opportunities, the reality is often the opposite. Initial setup requires extensive implementation. IT specialists or outside consultants are frequently needed just to get the system operational. Once that hurdle is cleared, employees need to be trained to adapt to the software, which often has a steep learning curve.

In many organizations, the rollout of a traditional CRM system creates more headaches than improvements. Staff struggle with unfamiliar workflows, managers spend more time troubleshooting than managing, and executives question the return on investment. It is not uncommon for companies to spend months configuring and deploying CRM software only to see adoption fail because the system is too complex. When that happens, the organization is left with an expensive tool that does not deliver results.

There is a much simpler alternative. Instead of committing to a large, rigid system that demands constant maintenance and training, you can adopt a streamlined CRM solution. This approach focuses on what actually matters: capturing customer information, tracking interactions, and supporting sales activities in a way that is simple, fast, and effective.

Introducing a Streamlined CRM Solution in SharePoint

In our next webinar, we will demonstrate a simplified CRM system built directly in SharePoint. This solution lets you get set up in minutes and begin using it right away. No complex configuration. No overwhelming interface. Just a straightforward system that helps you manage customers, track sales opportunities, and improve communication.

Because this system is built using Infowise Ultimate Forms in SharePoint, it requires no coding or technical expertise. It is flexible enough to adapt to your processes but simple enough to use without extensive training. If your team already works in SharePoint, adoption will be immediate. Employees do not need to learn a brand-new platform because the solution integrates seamlessly into the environment they already know.

Key Features of the Simplified CRM System

This SharePoint-based CRM solution is designed around features that solve real business problems without unnecessary complexity. Here are the core capabilities that make it so effective:

• Easily manage new prospect information - Capture leads quickly and keep everything in one place. No more lost notes or scattered spreadsheets.

• Use the same system to manage customer information - Convert prospects to customers with a single step, while retaining the full history of interactions.

• Automatically track communication history - Every email, call, and meeting can be logged automatically so your team always has context.

• Automate email communication - Send targeted, automated emails to prospects and customers based on triggers or templates.

• Track sales opportunities and follow ups - Stay on top of deals, assign follow-up tasks, and ensure nothing slips through the cracks.

• Create and manage customer-related tasks - Link tasks directly to customer records so that everything is centralized.

• Built-in reports - Use included reports to monitor progress, track opportunities, and measure results.

These features provide everything most businesses need in a CRM without the complexity of a traditional system.

Why a Simplified CRM System Works Better for Many Organizations

One of the main reasons this solution is so effective is that it focuses on adoption. A system only works if your team actually uses it. Traditional CRM software often fails because it overwhelms employees with features they do not need. By contrast, this streamlined approach emphasizes simplicity.

Employees can begin entering data, tracking opportunities, and communicating with customers almost immediately. Managers gain visibility into pipelines and customer relationships without requiring weeks of training. Executives see value quickly because the system starts delivering results right away.

Another benefit is scalability. While this CRM system is simple, it is not limited. You can expand the system gradually as your needs grow. Because it is built in SharePoint using Infowise Ultimate Forms, customization is easy. New fields, views, and automation can be added without disrupting your existing data or workflows. This flexibility means the system grows with you instead of forcing you into rigid processes.

Practical Use Cases

Consider a small sales team that relies on spreadsheets and emails to manage their pipeline. Data gets lost, opportunities are forgotten, and there is no central record of customer history. By adopting this SharePoint-based CRM solution, the team gains a single, organized system where every lead, customer, and opportunity is tracked. Communication history is automatically logged, tasks are assigned, and reports are available at a glance. Within days, the sales process becomes more consistent and effective.

Now consider a mid-sized services company that wants a CRM but cannot afford months of setup and training. Instead of investing in a large, complex CRM, they implement this streamlined solution. The system is live within hours, employees understand it immediately, and managers have visibility into opportunities right away. The company saves time, money, and avoids the common pitfalls of overcomplicated systems.

Why You Should Attend the Webinar

If you are looking for a simple CRM system that is easy to manage and can be set up immediately, this is the ultimate solution for you. In our upcoming webinar, we will walk through the system step by step and show exactly how it works. You will see how to capture leads, convert them to customers, track sales opportunities, and automate communication without needing IT support or coding skills.

At the conclusion of the presentation, attendees will receive a downloadable template that can be deployed right away. This means you can leave the webinar not only with an understanding of how the system works but also with a working solution ready to use in your own SharePoint environment.

The Bottom Line

CRM does not have to be complicated. In fact, simpler is often better. By focusing on the features that actually matter and cutting out the unnecessary complexity, this SharePoint-based solution delivers a practical, efficient, and cost-effective way to manage customers. With Infowise Ultimate Forms in SharePoint, you can set up your own CRM in minutes, empower your team to adopt it quickly, and ensure that customer relationships are managed effectively.

Join our webinar to see this simplified CRM solution in action and take the first step toward a better, easier way to manage your customers and sales opportunities.

Efficient Shift Scheduling in SharePoint Using Ultimate Forms

Scheduling workers is a critical need across many industries—from healthcare and logistics to retail and office administration. Ensuring the right personnel are in the right place at the right time keeps operations running smoothly and ensures compliance with labor policies. However, manual scheduling or outdated tools often introduce inefficiencies and errors.

With SharePoint as a foundation and Ultimate Forms by Infowise Solutions, you can implement a flexible, fully-featured shift scheduling solution with no coding required. As a Microsoft 365 tool, SharePoint integrates well with your existing infrastructure, and Ultimate Forms adds powerful enhancements that turn it into a robust scheduling platform.

Custom Scheduling Features for Real-World Needs

This scheduling system leverages the power of Event Calendar to provide clear weekly and monthly shift views. Color coding, powered by Color Choice, visually distinguishes shift types or statuses for easy reference. With Smart Filter Pro, users can sort shifts by team or employee, providing a focused view tailored to their needs.

The system also supports shift data relationships using Connected Lookup, ensuring related data—like departments or job roles—is automatically linked for ease of use and accuracy. Additionally, managers can view associated items through Associated Tasks to monitor supporting tasks linked to specific shifts.

Streamlined Input and Editing

Entering and editing shift data is faster with Smart Import Pro, which allows for bulk scheduling or copy/paste operations. Whether adding multiple shifts for new hires or duplicating a weekly schedule, batch processing saves time and reduces errors.

To further speed up workflows, Smart Action Pro automates many of the backend processes. Managers can automatically approve shifts, trigger notifications, or generate reports without manual steps.

Reminders and Print-Friendly Outputs

Automatic notifications keep employees on track using Smart Alert Pro, sending reminders about upcoming shifts or changes. For those needing a printable version, Smart Print Pro outputs a clean and professional PDF version of the schedule—ideal for posting or sharing offline.

Built-In Personalization and Insights

Each user has access to personalized dashboards based on their role using User Property. Managers can spot scheduling gaps or conflicts, while employees can check assigned shifts or submit changes.

Organizations that rely on external data sources can incorporate them seamlessly into schedules with External Data Lookup, ensuring all relevant information is centralized within SharePoint.

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This entire solution is built inside SharePoint using tools from the Ultimate Forms suite. It’s secure, user-friendly, and fully customizable to fit your team's needs. By using these integrated components, shift scheduling becomes faster, more accurate, and far more flexible than traditional methods.

Whether you’re managing a small team or coordinating hundreds of shifts, this approach simplifies scheduling, enhances communication, and improves accountability across your organization.

Simplify SharePoint Site Deployments with Infowise Ultimate Forms

SharePoint is one of the most powerful and flexible platforms available for managing organizational data, collaboration, and intranet resources. It offers endless customization possibilities, supports integration with Microsoft 365 services, and allows organizations to scale their internal tools according to business needs. However, despite all its capabilities, one of the more frustrating aspects of SharePoint can be the process of deploying new sites — especially when trying to maintain consistency across departments or projects.

Out of the box, SharePoint does offer mechanisms for creating site templates, but these can be challenging for users who don’t have a technical background. Creating and deploying SharePoint site templates typically involves a combination of custom development, JSON scripting, and PowerShell — tools that are powerful but not very accessible to most users.

This is where Infowise Ultimate Forms comes into play.

Infowise Ultimate Forms makes SharePoint site templates easy to create, manage, and deploy through a streamlined visual interface. With Ultimate Forms, you don’t need to write code or script your way through complicated deployment scenarios. Everything is accessible through a user-friendly interface, making SharePoint template creation something that power users and even non-technical team members can handle.

Let’s break down how this works and explore why it’s a game-changer for businesses looking to optimize their SharePoint usage.

Why Site Templates Matter in SharePoint

First, it’s important to understand the value of site templates. In SharePoint, a site template is a pre-configured setup that includes pages, web parts, lists, libraries, workflows, and branding. By using site templates, you can:

• Ensure consistency across all team sites or project hubs.

• Save time by avoiding repetitive configuration steps.

• Reduce errors or misconfiguration.

• Improve user adoption through intuitive and uniform interfaces.

• Create standards-based environments for specific departments or functions.

Whether you're rolling out new project workspaces, department portals, or customer-facing sites, templates can drastically speed up deployment while maintaining your desired structure and layout.

The Problem with SharePoint's Native Site Template Process

While the value of site templates is clear, the default tools provided by SharePoint for managing them can be complex and uninviting.

Traditionally, the process of creating and deploying a SharePoint site template involves:

1. Setting up a site manually with all required components.

2. Saving the site as a template (which has limitations in modern SharePoint).

3. Exporting the template to a SharePoint Solution Package (.wsp).

4. Using PowerShell to install and activate the template.

5. Deploying the template using scripts or code.

This method requires technical knowledge, administrative rights, and comfort with command-line interfaces and scripting. For many organizations, this becomes a bottleneck — either because they lack the internal expertise or because development teams are already stretched thin.

Infowise Ultimate Forms: A Better Way

Infowise Ultimate Forms removes these roadblocks by offering a visual, intuitive, and accessible way to manage SharePoint site templates. Let’s take a look at how the process works with Ultimate Forms:

Step 1: Set Up Your Source Site

Begin by configuring a SharePoint site exactly the way you want future sites to look. Add your desired:

• Pages and layout

• Web parts (such as document libraries, calendars, and task lists)

• Custom forms and workflows

• Lists and libraries

• Branding elements like logos, headers, and navigation

This source site becomes the foundation of your template.

Step 2: Use the Visual Interface to Create the Template

Next, launch the Ultimate Forms interface. From here, you can capture your site configuration with just a few clicks. The visual nature of the interface means no code, no scripts — just selections and confirmations.

Ultimate Forms takes care of the heavy lifting behind the scenes, saving your configuration in a way that can easily be reused later.

Step 3: Deploy to Any Target Site

When you’re ready to use your template, simply create a new empty SharePoint site in your chosen location. Open the Template Manager within Ultimate Forms, select your saved template, and click deploy. That’s it — the entire structure, content types, workflows, and layout from your original site are now replicated in the new site.

This process eliminates the need for custom development and administrative overhead. It also makes it easy to roll out updates or changes to templates without starting from scratch each time.

Key Benefits of Using Infowise Ultimate Forms for Templates

Here’s what sets Infowise Ultimate Forms apart:

1. No Coding Required

Users can build, save, and deploy templates without ever touching a line of code or script. The drag-and-drop interface is designed for business users, not just IT admins.

2. Accelerated Deployment

Templates can be deployed in minutes rather than hours. This enables quick response to new project requirements or department requests.

3. Flexibility and Customization

Ultimate Forms supports more than just basic site structure. You can include advanced forms, logic-based workflows, field validations, and automation — all packaged into your template.

4. Consistency Across the Organization

Standardized templates help maintain brand consistency, reduce training needs, and make it easier to onboard new team members.

5. Compliance and Governance

Templates ensure that all sites comply with internal policies and data governance rules. You can be confident that sites are configured correctly every time.

Real-World Use Cases

Let’s look at a few scenarios where Infowise Ultimate Forms templates shine:

• Project Management Offices (PMOs) can rapidly create standardized project sites with timelines, document libraries, and reporting dashboards.

• Human Resources can build onboarding sites that guide new employees through their first weeks with consistent training materials and forms.

• Marketing Teams can replicate campaign workspaces that include calendars, asset libraries, and reporting forms.

• IT Departments can ensure all departmental portals follow the same configuration and permissions model.

Final Thoughts

Deploying and managing SharePoint sites doesn’t have to be complicated. Infowise Ultimate Forms provides a streamlined, intuitive solution that enables organizations of any size to standardize and scale their SharePoint usage.

By using a visual interface to handle the creation, management, and deployment of site templates, Infowise eliminates many of the headaches traditionally associated with SharePoint customization. It empowers business users to take more control, reduces the burden on IT departments, and accelerates the time-to-value for new projects and initiatives.

If you’re looking for a better way to manage SharePoint site templates — one that doesn’t involve PowerShell, custom code, or countless hours of troubleshooting — give Infowise Ultimate Forms a try. With its powerful yet accessible tools, you’ll be able to transform the way your organization works with SharePoint.

Enhance Your Project Management with Infowise Ultimate Forms for SharePoint

SharePoint is widely recognized as a powerful platform for collaboration and document management. However, when it comes to project management, the out-of-the-box functionality can often fall short of meeting the complex needs of teams and organizations. That’s where Infowise Ultimate Forms comes in—transforming SharePoint into a robust, intuitive, and fully-featured project management solution.

Our Project Management Solution is designed to maximize efficiency, streamline collaboration, and provide a seamless user experience, all while leveraging the familiar SharePoint environment. Whether you’re managing a small team or overseeing large-scale projects, our solution provides the tools you need to keep everything organized, on track, and moving forward.

Why Choose Infowise Ultimate Forms for Project Management?

Traditional project management tools often require complex configurations, third-party integrations, or external software that may not fully integrate with your existing SharePoint infrastructure. With Infowise Ultimate Forms, you can manage projects directly within SharePoint, eliminating the need for additional software or complicated workarounds. Our solution extends SharePoint’s capabilities to create a full-featured, customizable project management environment that enhances team productivity and ensures successful project execution.

Key Features of Our Project Management Solution

Our solution includes a comprehensive set of features that address the most critical aspects of project management, ensuring that teams can collaborate effectively and stay on top of their tasks.

✅ Project Tracking Dashboard

Stay informed with a real-time project dashboard that displays due dates, key performance indicators (KPIs), and project progress at a glance. This centralized view allows project managers and stakeholders to quickly assess the status of projects and make data-driven decisions.

✅ Task Assignments with History Tracking

Easily assign tasks to team members while maintaining a detailed history of task updates, changes, and completions. This feature provides full transparency and accountability, ensuring that everyone is aware of their responsibilities and deadlines.

✅ Project Status Tracking with Milestones

Define clear project milestones to track progress from initiation to completion. This feature helps teams break down projects into manageable phases, keeping everyone aligned and focused on reaching key objectives.

✅ Automated Email Reminders

Never miss a deadline again! Our solution includes automated email notifications that alert team members about upcoming due dates, overdue tasks, and important project updates. These reminders ensure that work stays on schedule and nothing falls through the cracks.

✅ Meeting Scheduler with Recording Capabilities

Plan and schedule project meetings directly within SharePoint. Our integrated meeting scheduler allows teams to organize discussions, assign meeting agendas, and even record meetings for future reference—perfect for keeping track of important decisions and action items.

✅ Visual Progress Bar Tracking

Get a clear, visual representation of project progress with an interactive progress bar. This feature enables teams to quickly assess how much work has been completed versus what remains, helping maintain motivation and ensuring transparency at every stage of the project.

✅ Dynamic Project Calendar with Gantt Chart View

Manage project timelines efficiently with a dynamic project calendar that includes a Gantt chart view. This tool allows you to visualize project schedules, dependencies, and milestones, making it easier to plan workloads and adjust timelines as needed.

✅ Project Message Board for Comments and Collaboration

Facilitate team communication with a built-in project message board, where team members can leave comments, ask questions, and provide updates. This feature fosters collaboration and ensures that important discussions are documented in a central location.