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Best Practices for
Overcoming Your Migration
Challenges from InfoPath
JOEL OLESON, MVP & RD
DIRECTOR @ PERFICIENT
@JOELOLESON
SCOTT RESTIVO
CEO
CROW CANYON SOFTWARE
Poll: What version
of SP are you
using?
Agenda
There are a handful of
remaining challenges to
your path to the cloud
or simply becoming
unlocked on your path
to what’s next. If you
decide on PowerApps
or third party tools.
PowerApps is a fantastic
product, but it
unfortunately does not
seek to provide feature
parity which has resulted
in many not knowing
how to proceed.
Agenda
PRINT READY
FORMS
RICH XML CUSTOM UI /
JAVASCRIPT
ANONYMOUS OR
EXTERNAL ACCESS
RICH CLIENT TOOL
FOR EDITING
OFFLINE FILL
Agenda
PRINT READY
FORMS
RICH XML CUSTOM UI /
JAVASCRIPT
ANONYMOUS OR
EXTERNAL ACCESS
RICH CLIENT TOOL
FOR EDITING
OFFLINE FILL
Solutions for
“Print Ready
Forms”
Printing direct to a printer – Build it yourself for device and browser
capabilities and defaults
PowerBI Paginated Reports - Integrate your app or form with PowerBI. The
strategy for PowerApps is to become more integrated with PowerBI to allow
a common report generation story.
Microsoft Business Application Summit Vision and Roadmap session
reinforced path of PowerBI Reporting Services
“Report generation capabilities – People creating canvas apps with SQL
leverage SQL Server Reporting Services (SSRS). People using CDS are
leveraging the CDS reporting capabilities available to them (backed by
SSRS). More coming in 2020.
Fixed-layout documents optimized for printing and archiving, such as PDF
and Word files. Export options such as Export to Excel or PDF for printing do
exist
Agenda
PRINT READY
FORMS
RICH XML CUSTOM UI /
JAVASCRIPT
ANONYMOUS OR
EXTERNAL ACCESS
RICH CLIENT TOOL
FOR EDITING
OFFLINE FILL
Rich XML
Parse XML using Flow - A possible workaround that could get the XML data is through
Microsoft Flow, then convert the XML into other data source, or send it back to PowerApps
directly through Microsoft Flow” v-micsh-msft Saving Entries into an XML Library
Export to PDF from Canvas app - The plan is to provide a simple way to export the contents
of a printable screen to a PDF from a canvas app, primarily focusing on the export form
scenario. More reporting capabilities in 2020.
Export to Excel– You can connect and write to excel today through a connector to write to
the templates needed.
https://powerusers.microsoft.com/t5/PowerApps-Ideas/Export-Form-to-PDF/idi-p/1375
Agenda
PRINT READY
FORMS
RICH XML CUSTOM UI /
JAVASCRIPT
ANONYMOUS OR
EXTERNAL ACCESS
RICH CLIENT TOOL
FOR EDITING
OFFLINE FILL
Complex HTML and
Javascript Forms
PowerApps up to now have been a
focused mobile responsive
experience with PowerApps Studio
and Canvas Apps with blank canvas
or a template in modern UI. The
beta PowerApps Portals will bring
some further options, extensibility is
changing slowly over time.
https://docs.microsoft.com/en-
us/powerapps/maker/canvas-
apps/transform-infopath
Demo New
PowerApps Web
Studio
From
SharePoint
List Form to
PowerApp
You can now easily customize any SharePoint list form in
PowerApps. You can access the properties for
the SharePointIntegration control only when the form is running
in SharePoint, not when you're customizing the form in
PowerApps Studio. SharePointIntegration control
communicates user actions between SharePoint and PowerApps.
Model Driven Apps
Common Data Service
Portal (Preview)
AI Builder
AI Builder (Preview)
Easily automate processes and predict outcomes to improve business performance. AI Builder is a
turnkey solution that brings the power of Microsoft AI through a point-and-click experience and is
directly integrated into PowerApps and Microsoft Flow
Build AI models by using the new AI Builder (preview) option in the left navigation pane
of web.powerapps.com
Agenda
PRINT READY
FORMS
RICH XML CUSTOM UI /
JAVASCRIPT
ANONYMOUS OR
EXTERNAL ACCESS
RICH CLIENT TOOL
FOR EDITING
OFFLINE FILL
Portals (Preview)
External Sharing
Share with external users
Your portal should work anonymously and should be
accessible by the external users. If you want to try
advanced capabilities for managing roles and permissions
for external users, see
Configure a contact for use on a portal
manage-existing-portals
PowerApps-Ideas/Share-with-external-users (Vote)
*Started
[This topic is pre-release documentation and is subject to change.]
Anonymous & External User Access
Power Apps
Portals
PowerApps Portals provide the ability to create a new
portal app which can be accessed by internal users,
anonymous external users, or by authenticating
external users with LinkedIn, local logins, Microsoft
accounts and many other identity providers.
PowerApps Portals will be licensed per the following:
• External users (authenticated) will be $200 for 100
logins/month.
• External users (anonymous) will be $100 for
100,000 web page views/month.
• Internal users are able to access portals using a
PowerApps per app or per user plan
https://powerapps.microsoft.com/en-us/blog/new-licensing-
options-for-powerapps-and-flow/
Agenda
PRINT READY
FORMS
RICH XML CUSTOM UI /
JAVASCRIPT
ANONYMOUS OR
EXTERNAL ACCESS
RICH CLIENT TOOL
FOR EDITING
OFFLINE FILL
Client form filling
tool
Think
PowerApps
Studio for
Web or
Mobile App
- Don’t Think
Desktop App
“Going forward, we’ll be deprecating
the authoring capabilities of the PowerApps for
Windows.[…] The current studio authoring
experience in the desktop app will be deprecated
June 1st 2018.”
“Web Studio – has surpassed the Windows
desktop studio in both features and
performance.”
Web App Studio always updated with the latest
builds and allows you to work in your browser
whether you are at work or home on a Mac or
PC.
Agenda
PRINT READY
FORMS
RICH XML CUSTOM UI /
JAVASCRIPT
ANONYMOUS OR
EXTERNAL ACCESS
RICH CLIENT TOOL
FOR EDITING
OFFLINE FILL
Offline client filler
Infopath had a client to allow you to have a rich offline
experience. PowerApps is slowly adding some Offline
capabilities, but different.
Offline capabilities for apps on the Dynamics 365 mobile app.
CDS Offline App Capabilities - When building solutions for CDS
there are options. Implementing Offline capabilities into your
PowerApps apps
Leverage existing formulas such as LoadData and
SaveData for basic data storage while offline.
Summary Key Takeways
PRINT READY
FORMS
DIY
SSRS
PAGINATION IN
POWERBI
ROADMAP
RICH XML
PARSE W/ FLOW
EXPORT TO PDF
EXPORT TO XLS
CUSTOM UI /
JAVASCRIPT
POWERAPPS WEB
STUDIO
CANVASAPPS
PORTALS
ANONYMOUS OR
EXTERNAL ACCESS
PORTALS (PREVIEW)
RICH CLIENT TOOL
FOR EDITING
MOBILE APP
CANVAS APP
OFFLINE FILL
DIY
MOBILE APP
CANVAS APP
PowerApps
for Office 365
What do I get with E3 or my
Office 365 license?
PowerApps
LICENSING
https://powerapps.microsoft.com/en-us/pricing/
PowerApp
Stand Alone
Licensing Plans
New and renewing customers will have the
flexibility to choose PowerApps per app or per user
plans.
PowerApps per app plan. Allow individual users to
run applications for a specific business scenario
based on the full capabilities of PowerApps. Pricing
will be $10 user/app/month.
PowerApps per user plan. Equip individual users to
run an unlimited number of apps, without any
feature restrictions. This takes the place of existing
P1 and P2 plans and will be $40 /user / month.
PowerApps users will continue to be able to run
any flow that is triggered directly from an app, or
from the data that app updates.
Flow Licensing
Poll: Where are you with
your InfoPath
Migration/Replacement?
Introducing NITRO Studio
• Dynamic
• Responsive, mobile-friendly
• Tabs or Sections
• Print Ready Layout & Design
• Cascading Lists
• Linked Items
• Multiple Forms on List
• External Data Columns
NITRO FORMS
• Cross-site Lookups
• User Info Filler
• Action Buttons
• Permissions and Validations
• Form Change Events
• Themes & Branding
• Custom Scripts and CSS
NITRO Studio Forms Designer
Thursday, August 29th @ 2 PM EDT
crowcanyon.com/webinars
@crowcanyonsw
www.linkedin.com/company/crow-canyon-software
www.crowcanyon.com/blog
sales@crowcanyon.com, 1 925 478-3110
Questions… Thank You for Attending!
Contact Info:
Joel Oleson, MVP & RD
@joeloleson
Linkedin.com/in/joeloleson
Collabshow.com
Travelingepic.com

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Overcoming InfoPath Migration Challenges

  • 1. Best Practices for Overcoming Your Migration Challenges from InfoPath JOEL OLESON, MVP & RD DIRECTOR @ PERFICIENT @JOELOLESON SCOTT RESTIVO CEO CROW CANYON SOFTWARE
  • 2. Poll: What version of SP are you using?
  • 3. Agenda There are a handful of remaining challenges to your path to the cloud or simply becoming unlocked on your path to what’s next. If you decide on PowerApps or third party tools.
  • 4.
  • 5. PowerApps is a fantastic product, but it unfortunately does not seek to provide feature parity which has resulted in many not knowing how to proceed.
  • 6. Agenda PRINT READY FORMS RICH XML CUSTOM UI / JAVASCRIPT ANONYMOUS OR EXTERNAL ACCESS RICH CLIENT TOOL FOR EDITING OFFLINE FILL
  • 7. Agenda PRINT READY FORMS RICH XML CUSTOM UI / JAVASCRIPT ANONYMOUS OR EXTERNAL ACCESS RICH CLIENT TOOL FOR EDITING OFFLINE FILL
  • 8. Solutions for “Print Ready Forms” Printing direct to a printer – Build it yourself for device and browser capabilities and defaults PowerBI Paginated Reports - Integrate your app or form with PowerBI. The strategy for PowerApps is to become more integrated with PowerBI to allow a common report generation story. Microsoft Business Application Summit Vision and Roadmap session reinforced path of PowerBI Reporting Services “Report generation capabilities – People creating canvas apps with SQL leverage SQL Server Reporting Services (SSRS). People using CDS are leveraging the CDS reporting capabilities available to them (backed by SSRS). More coming in 2020. Fixed-layout documents optimized for printing and archiving, such as PDF and Word files. Export options such as Export to Excel or PDF for printing do exist
  • 9. Agenda PRINT READY FORMS RICH XML CUSTOM UI / JAVASCRIPT ANONYMOUS OR EXTERNAL ACCESS RICH CLIENT TOOL FOR EDITING OFFLINE FILL
  • 10. Rich XML Parse XML using Flow - A possible workaround that could get the XML data is through Microsoft Flow, then convert the XML into other data source, or send it back to PowerApps directly through Microsoft Flow” v-micsh-msft Saving Entries into an XML Library Export to PDF from Canvas app - The plan is to provide a simple way to export the contents of a printable screen to a PDF from a canvas app, primarily focusing on the export form scenario. More reporting capabilities in 2020. Export to Excel– You can connect and write to excel today through a connector to write to the templates needed. https://powerusers.microsoft.com/t5/PowerApps-Ideas/Export-Form-to-PDF/idi-p/1375
  • 11. Agenda PRINT READY FORMS RICH XML CUSTOM UI / JAVASCRIPT ANONYMOUS OR EXTERNAL ACCESS RICH CLIENT TOOL FOR EDITING OFFLINE FILL
  • 12. Complex HTML and Javascript Forms PowerApps up to now have been a focused mobile responsive experience with PowerApps Studio and Canvas Apps with blank canvas or a template in modern UI. The beta PowerApps Portals will bring some further options, extensibility is changing slowly over time. https://docs.microsoft.com/en- us/powerapps/maker/canvas- apps/transform-infopath
  • 14. From SharePoint List Form to PowerApp You can now easily customize any SharePoint list form in PowerApps. You can access the properties for the SharePointIntegration control only when the form is running in SharePoint, not when you're customizing the form in PowerApps Studio. SharePointIntegration control communicates user actions between SharePoint and PowerApps. Model Driven Apps Common Data Service Portal (Preview) AI Builder
  • 15. AI Builder (Preview) Easily automate processes and predict outcomes to improve business performance. AI Builder is a turnkey solution that brings the power of Microsoft AI through a point-and-click experience and is directly integrated into PowerApps and Microsoft Flow Build AI models by using the new AI Builder (preview) option in the left navigation pane of web.powerapps.com
  • 16. Agenda PRINT READY FORMS RICH XML CUSTOM UI / JAVASCRIPT ANONYMOUS OR EXTERNAL ACCESS RICH CLIENT TOOL FOR EDITING OFFLINE FILL
  • 17. Portals (Preview) External Sharing Share with external users Your portal should work anonymously and should be accessible by the external users. If you want to try advanced capabilities for managing roles and permissions for external users, see Configure a contact for use on a portal manage-existing-portals PowerApps-Ideas/Share-with-external-users (Vote) *Started [This topic is pre-release documentation and is subject to change.] Anonymous & External User Access
  • 18. Power Apps Portals PowerApps Portals provide the ability to create a new portal app which can be accessed by internal users, anonymous external users, or by authenticating external users with LinkedIn, local logins, Microsoft accounts and many other identity providers. PowerApps Portals will be licensed per the following: • External users (authenticated) will be $200 for 100 logins/month. • External users (anonymous) will be $100 for 100,000 web page views/month. • Internal users are able to access portals using a PowerApps per app or per user plan https://powerapps.microsoft.com/en-us/blog/new-licensing- options-for-powerapps-and-flow/
  • 19. Agenda PRINT READY FORMS RICH XML CUSTOM UI / JAVASCRIPT ANONYMOUS OR EXTERNAL ACCESS RICH CLIENT TOOL FOR EDITING OFFLINE FILL
  • 20. Client form filling tool Think PowerApps Studio for Web or Mobile App - Don’t Think Desktop App “Going forward, we’ll be deprecating the authoring capabilities of the PowerApps for Windows.[…] The current studio authoring experience in the desktop app will be deprecated June 1st 2018.” “Web Studio – has surpassed the Windows desktop studio in both features and performance.” Web App Studio always updated with the latest builds and allows you to work in your browser whether you are at work or home on a Mac or PC.
  • 21. Agenda PRINT READY FORMS RICH XML CUSTOM UI / JAVASCRIPT ANONYMOUS OR EXTERNAL ACCESS RICH CLIENT TOOL FOR EDITING OFFLINE FILL
  • 22. Offline client filler Infopath had a client to allow you to have a rich offline experience. PowerApps is slowly adding some Offline capabilities, but different. Offline capabilities for apps on the Dynamics 365 mobile app. CDS Offline App Capabilities - When building solutions for CDS there are options. Implementing Offline capabilities into your PowerApps apps Leverage existing formulas such as LoadData and SaveData for basic data storage while offline.
  • 23.
  • 24. Summary Key Takeways PRINT READY FORMS DIY SSRS PAGINATION IN POWERBI ROADMAP RICH XML PARSE W/ FLOW EXPORT TO PDF EXPORT TO XLS CUSTOM UI / JAVASCRIPT POWERAPPS WEB STUDIO CANVASAPPS PORTALS ANONYMOUS OR EXTERNAL ACCESS PORTALS (PREVIEW) RICH CLIENT TOOL FOR EDITING MOBILE APP CANVAS APP OFFLINE FILL DIY MOBILE APP CANVAS APP
  • 25. PowerApps for Office 365 What do I get with E3 or my Office 365 license?
  • 27. PowerApp Stand Alone Licensing Plans New and renewing customers will have the flexibility to choose PowerApps per app or per user plans. PowerApps per app plan. Allow individual users to run applications for a specific business scenario based on the full capabilities of PowerApps. Pricing will be $10 user/app/month. PowerApps per user plan. Equip individual users to run an unlimited number of apps, without any feature restrictions. This takes the place of existing P1 and P2 plans and will be $40 /user / month. PowerApps users will continue to be able to run any flow that is triggered directly from an app, or from the data that app updates.
  • 29. Poll: Where are you with your InfoPath Migration/Replacement?
  • 31.
  • 32. • Dynamic • Responsive, mobile-friendly • Tabs or Sections • Print Ready Layout & Design • Cascading Lists • Linked Items • Multiple Forms on List • External Data Columns NITRO FORMS • Cross-site Lookups • User Info Filler • Action Buttons • Permissions and Validations • Form Change Events • Themes & Branding • Custom Scripts and CSS
  • 33. NITRO Studio Forms Designer Thursday, August 29th @ 2 PM EDT crowcanyon.com/webinars
  • 34. @crowcanyonsw www.linkedin.com/company/crow-canyon-software www.crowcanyon.com/blog sales@crowcanyon.com, 1 925 478-3110 Questions… Thank You for Attending! Contact Info: Joel Oleson, MVP & RD @joeloleson Linkedin.com/in/joeloleson Collabshow.com Travelingepic.com