Diese Präsentation wurde erfolgreich gemeldet.
Wir verwenden Ihre LinkedIn Profilangaben und Informationen zu Ihren Aktivitäten, um Anzeigen zu personalisieren und Ihnen relevantere Inhalte anzuzeigen. Sie können Ihre Anzeigeneinstellungen jederzeit ändern.

Overcoming InfoPath Migration Challenges

178 Aufrufe

Veröffentlicht am

Join Microsoft MVP Joel Oleson and Scott Restivo CEO from Crow Canyon Software as they present and analyze these challenges, provide guidance and workarounds, and review solutions to migration from InfoPath. They’ll help you better understand the direction of Microsoft’s Power Platform, including its strengths and its gaps. One big gap is that PowerApps, despite its many good points, does not provide feature parity with InfoPath. This has left many people unsure how to proceed. They’ll look at these gaps and suggest solutions. What are you waiting for? Stop holding your breath and let’s get your InfoPath migration going!

Veröffentlicht in: Technologie
  • Als Erste(r) kommentieren

  • Gehören Sie zu den Ersten, denen das gefällt!

Overcoming InfoPath Migration Challenges

  1. 1. Best Practices for Overcoming Your Migration Challenges from InfoPath JOEL OLESON, MVP & RD DIRECTOR @ PERFICIENT @JOELOLESON SCOTT RESTIVO CEO CROW CANYON SOFTWARE
  2. 2. Poll: What version of SP are you using?
  3. 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. 4. 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.
  5. 5. Agenda PRINT READY FORMS RICH XML CUSTOM UI / JAVASCRIPT ANONYMOUS OR EXTERNAL ACCESS RICH CLIENT TOOL FOR EDITING OFFLINE FILL
  6. 6. Agenda PRINT READY FORMS RICH XML CUSTOM UI / JAVASCRIPT ANONYMOUS OR EXTERNAL ACCESS RICH CLIENT TOOL FOR EDITING OFFLINE FILL
  7. 7. 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
  8. 8. Agenda PRINT READY FORMS RICH XML CUSTOM UI / JAVASCRIPT ANONYMOUS OR EXTERNAL ACCESS RICH CLIENT TOOL FOR EDITING OFFLINE FILL
  9. 9. 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
  10. 10. Agenda PRINT READY FORMS RICH XML CUSTOM UI / JAVASCRIPT ANONYMOUS OR EXTERNAL ACCESS RICH CLIENT TOOL FOR EDITING OFFLINE FILL
  11. 11. 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
  12. 12. Demo New PowerApps Web Studio
  13. 13. 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
  14. 14. 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
  15. 15. Agenda PRINT READY FORMS RICH XML CUSTOM UI / JAVASCRIPT ANONYMOUS OR EXTERNAL ACCESS RICH CLIENT TOOL FOR EDITING OFFLINE FILL
  16. 16. 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
  17. 17. 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/
  18. 18. Agenda PRINT READY FORMS RICH XML CUSTOM UI / JAVASCRIPT ANONYMOUS OR EXTERNAL ACCESS RICH CLIENT TOOL FOR EDITING OFFLINE FILL
  19. 19. 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.
  20. 20. Agenda PRINT READY FORMS RICH XML CUSTOM UI / JAVASCRIPT ANONYMOUS OR EXTERNAL ACCESS RICH CLIENT TOOL FOR EDITING OFFLINE FILL
  21. 21. 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.
  22. 22. 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
  23. 23. PowerApps for Office 365 What do I get with E3 or my Office 365 license?
  24. 24. PowerApps LICENSING https://powerapps.microsoft.com/en-us/pricing/
  25. 25. 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.
  26. 26. Flow Licensing
  27. 27. Poll: Where are you with your InfoPath Migration/Replacement?
  28. 28. Introducing NITRO Studio
  29. 29. • 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
  30. 30. NITRO Studio Forms Designer Thursday, August 29th @ 2 PM EDT crowcanyon.com/webinars
  31. 31. @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

×