Published 29 Aug 2024

5 InfoPath Alternatives For Smoother Enterprise Migration

In this article, we've shortlisted five alternatives to Microsoft InfoPath to explore. The shortlist includes Microsoft Forms, FlowForma, Nintex, Microsoft Power Apps, and Crow Canyon Systems.

David Shanley
By David Shanley
Updated 18 Mar 2026 | 15 min read

Top InfoPath Alternatives and Replacement Tools

Table Of Contents

Migrate From InfoPath to FlowForma

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Key Takeaways

  • Replacing InfoPath means modernizing your entire process from submission to approval and follow-up, so work moves smoothly from start to finish.
  • The right platform stands out for its deep workflow control and seamless integration with your Microsoft 365 environment. 
  • Simple use cases can run smoothly on Microsoft Forms, while processes that involve layered approvals or compliance requirements perform better on a workflow-first platform.
  • A successful migration starts with mapping how work actually flows across teams, and then rebuilding the form with strong validation and automated routing.
  • Long-term value shows up when you have a clear audit history, reliable system connections, scalable architecture, and visibility into performance over time. 

If your business still relies on InfoPath, you already know that Microsoft will end support for it in 2026.

 

You see, InfoPath was built for a different era, and is not designed for today’s mobile-first workforce. Not even for the level of automation and visibility organizations now expect from modern process platforms.

 

Many migrations to InfoPath alternatives focus on recreating the form while leaving the surrounding workflow unchanged. The interface may improve, but approvals still occur over email, and progress is still tracked manually.

 

When evaluating an InfoPath alternative, the real question is which platform can transform static forms into structured, automated processes within Microsoft 365, with clear routing and accountability built in. In this guide, we review five options based on how well they deliver automation, governance, integration, and long-term scalability.

5 InfoPath Alternatives Offering Seamless Migration

Before we get into the tools, here’s how we built this list from an InfoPath replacement perspective.

We reviewed product documentation, analyst insights, and customer feedback, focusing on organizations modernizing legacy InfoPath forms in structured or regulated environments. We did not rank by brand popularity.

 

Instead, we evaluated how well each platform supports a practical transition from InfoPath, including:

  • Rebuilding and improving complex forms
  • Automating approvals, routing, and escalations
  • Capturing audit trails and enforcing governance
  • Integrating with Microsoft 365, SharePoint, ERP, CRM, or ITSM systems

 

We also assessed whether workflow automation is native or requires additional tools.

The table below lists the platforms (in no particular order), their key strengths, and the type of InfoPath replacement scenario they best support, so you can make a faster, clearer decision.

 

Tool

How It Replaces InfoPath

Best For

G2

Microsoft Forms

Replaces simple data-entry forms with lightweight digital forms

Surveys and basic requests

4.4/5 (rating based on 451 reviews)

FlowForma

Converts complex forms into structured, automated workflows with approvals, SLAs, and audit trails (inside M365)

Regulated, multi-step approval processes

4.4/5 (rating based on 97 reviews)

Nintex

Combines advanced forms with document-heavy workflow automation

HR, legal, procurement workflows

4.3/5 (rating based on 1319 reviews)

Microsoft Power Apps

Rebuilds forms as scalable business apps with custom logic and integrations

Enterprise-grade custom applications

4.3/5 (rating based on 440 reviews)

Crow Canyon Systems

Enhances SharePoint lists with structured forms and rule-based workflows

SharePoint-centric organizations

4.2/5 (rating based on 6 reviews)

Table showing 5 popular InfoPath alternatives ranked according to G2 ratings

 

Now, let us analyze each tool in detail.

1. Microsoft Power Apps

Best For: Teams needing customized business applications with deep Microsoft integrations and the technical capacity to support it.

 

Screenshot of Microsoft Power Apps homepageScreenshot of Microsoft Power Apps homepage Microsoft Power Apps homepage 

 

If you’re replacing InfoPath and want to stay fully inside the Microsoft ecosystem, Microsoft Power Apps is often the first option you’ll consider.

 

For organizations already running on Microsoft 365, the integration feels natural. Your users, data, and permissions are already there, and the platform connects to over 1,000 Microsoft and third-party services.

InfoPath vs Power Apps at a glance


Area

InfoPath

Power Apps

Primary focus

Form creation within SharePoint

Custom business apps + workflow automation

User experience

Static forms with limited UI flexibility

Fully customizable apps (canvas or model-driven)

Workflow automation

Basic rules, often external workflows

Integrated with Power Automate for advanced automation

Integrations

Mainly SharePoint and Microsoft stack

1,000+ Microsoft and third-party connectors

Complexity

Easier for basic forms

More powerful, but may require formulas or expressions

Licensing model

Included in legacy SharePoint

Separate licensing that scales with usage

Side-by-side overview of Power Apps and InfoPath

Key features of Microsoft Power Apps That Matter While Replacing InfoPath

1.  Canvas apps for fully custom interfaces

You can design applications from scratch using drag-and-drop controls. Power Apps gives you the flexibility to recreate and redesign your old InfoPath forms with a more modern user experience, tailored to your business needs.

2.  Model-driven apps built on Dataverse

Model-driven apps are generated from your Dataverse data structure. If your InfoPath forms were heavily data-centric, this structured approach can help you standardize logic and enforce consistency across applications.

3.  1,000+ connectors for Microsoft and external services

Power Apps and Power Automate connect to a wide range of Microsoft services and third-party tools. That means you can extend your replacement beyond form capture and integrate workflows across systems without having to build everything from scratch.

4.  AI Builder for document and form processing

AI Builder allows you to extract data from documents, recognize form content, and generate predictions based on historical data. If you relied on manual document reviews alongside InfoPath, this can help you introduce more automation into those steps.

 Microsoft Power Apps’ User Ratings on G2 

 

Category

Microsoft Power Apps Rating

Overall

4.3 (G2)

Ease of Use

8.1

Ease of Setup

8.3

Ease of Admin

8.3

Quality of Support

8.0

Has Been a Good Partner in Doing Business

8.3

Product Direction (% positive)

8.9

Microsoft Power App - user ratings on G2

 

Pros and Cons of Microsoft Power Apps

Pros:

  • Extremely easy for rapid custom app development.

 

 

Image of G2 review of Power Apps from Sree K

Source

 

  • Deep integration across the Microsoft ecosystem.

 

Image of G2 Review of Power Apps from Mario V

Source

 

  • Strong no-code capabilities for business users.

 

Image of G2 review of Power Apps from Sumanth G

Source

 

  • Connects easily with multiple external data sources.

 

Cons:

  • Learning curve for advanced features and data modeling.

 

Image of G2 review of Power Apps from Nicolaos N-1

Source

 

  • Slow performance with large datasets or complex apps.

 

 

Image of G2 review of Power Apps from Daniel G

Source

 

  • The licensing structure is complex and costly due to Dataverse requirements.

 

 

Image of G2 review of Power Apps from Konjengbam M

 

Source

2. FlowForma

Best For: Businesses with regulated, multi-step processes working within Microsoft 365


FlowForma InfoPath migration homepage

 

FlowForma is an AI-powered alternative to InfoPath, built for organizations that need structured, governed workflows rather than standalone forms. It supports the full lifecycle of a process, with built-in approvals, validation controls, compliance safeguards, and complete audit trails.

 

Rather than managing static forms and disconnected email follow-ups, you can run fully automated workflows inside Microsoft 365 with clear visibility, accountability, and control at every stage.

Infopath vs FlowForma at a Glimpse

Here’s a quick table highlighting the key gaps in Infopath and where FlowForma comes to play:

 

Area

InfoPath

FlowForma

Primary focus

Form creation and data capture

End-to-end process automation

Workflow & approvals

Limited, often reliant on external tools

Built-in routing, approvals, SLAs, and escalations

Automation level

Mostly manual after submission

Automates actions after submission

Data quality controls

Basic validation

Advanced validation and conditional logic

Document generation

Manual copy into Word/PDF

Automatic document generation from live data

Governance & visibility

Limited tracking

Full audit trails, reporting, and analytics

Microsoft ecosystem fit

SharePoint-based

Runs on SharePoint and integrates with Microsoft 365

Side-by-side overview of Infopath and FlowForma

 

Key Features of FlowForma

1. AI-powered process building and automation

 

FlowForma’s AI-powered innovations

 

With FlowForma’s AI range, you move from idea to execution without starting from scratch.

With AI Copilot, notes, workshop outputs, or process diagrams can be converted into a structured workflow, which significantly reduces the time required to design new processes.

 

In addition, AI Agents handle repetitive tasks such as reading documents, extracting key information, validating entries, and feeding structured outputs back into the workflow. As a result, automation does not stall at the design stage.

2. End-to-end workflow engine for approvals and routing

With FlowForma, your forms and your workflow live together. You can set up conditional routing so requests automatically go to the right person. You can define SLAs, trigger escalations, and assign role-based approvals, all within the same system.

 

3 Forms with validation and conditional logic

FlowForma’s AI-powered forms

 

FlowForma helps you tighten things up at the source. As someone fills out a form, fields can appear or change based on their answers. Required information can’t be skipped, and validation rules guide users so they get it right the first time. You end up with cleaner data, fewer corrections, and less rework for your team.

4. Document generation from live process data

Generate documents automatically with FlowForma’s document generation feature

 

You can automatically generate contracts, letters, reports, or certificates using the data already captured in your workflow. Your documents stay aligned with the process, and your team saves hours of manual effort.

5. Audit trails, reporting, and analytics for compliance

FlowForma automatically time-stamps and tracks every submission, approval, decision, and update. You can search that history, pull reports, and support compliance reviews without digging through emails.

At the same time, analytics show you where your processes slow down, so you can improve them over time.

6. Native Microsoft 365 and SharePoint fit with IT oversight

A look at how FlowForma integrates with other platforms

 

FlowForma runs on SharePoint and works with Microsoft 365, so your workflow data stays inside your tenant. Business teams can build and manage processes, while IT maintains oversight of security, compliance, and governance.

FlowForma User Rating on G2

Category

FlowForma Rating

Overall

4.4 on G2

Meets Requirements

8.6

Ease of Setup

8.3

Ease of Use

8.7

Ease of Admin

8.2

Quality of Support

9.2

No-Code Development Platforms

8.6

FlowForma’s user ratings on G2

FlowForma's Pros and Cons

With a 4.4/5 rating on G2, FlowForma has earned strong feedback from enterprise users who value its ability to turn complex, multi-step processes into structured no-code workflows. For insurance claims teams, that can mean bringing more control and consistency to intake, reviews, approvals, and documentation.

 

Pros:

  • Delivers a smooth InfoPath migration option and adds more

 

G2 Review of FlowForma by Mark G.

G2 review of FlowForma from Mark G of InfoPath migration: Source

 

  • Enables business users to design and modify workflows without heavy reliance on IT
  • Improves coordination and visibility across departments and shared operations

 

Source

  • Reduces manual errors through standardized steps, required fields, and documentation controls
  • Drives measurable productivity gains in high-volume, regulated environments

 

 

G2 review of FlowForma by government admin customer

Source

 

Like any platform, however, it comes with trade-offs. Understanding both the strengths and the limitations can help you decide whether it fits your claims environment.

 

Cons:

  • Effective use requires structured process design and a thoughtful, well-planned setup.

 

Source

 

  • The learning curve can feel steep, especially without structured onboarding and training.

 

Source

 

  • Navigation takes time to get used to for new or occasional users.

 

Source

FlowForma's Pricing

FlowForma uses a clear, process-based pricing model. Instead of charging per user or locking features behind higher tiers, pricing is based on the number of workflows you run.

 

As more teams adopt the platform, departments expand usage, or external stakeholders participate in processes, your costs remain predictable and unchanged.

FlowForma’s per-process-based pricing plans

3. Microsoft Forms

Best For: Simple data collection with no approval workflows and minimal setup.

undefined-Feb-26-2026-04-13-49-3577-PM (1) Microsoft Forms homepage 

 

Microsoft Forms is easy to use and already included in many Microsoft 365 plans. You can create surveys, feedback forms, quizzes, and basic data collection forms in minutes.

 

For teams that mainly used InfoPath for straightforward data capture, Microsoft Forms can cover the basics without a steep learning curve. You don’t need technical skills, and sharing forms internally or externally is easy.

InfoPath vs Microsoft Forms at a glance

Area

InfoPath

Microsoft Forms

Primary focus

Structured forms within SharePoint

Simple surveys and data collection

Workflow automation

Limited, often external

No native workflow engine

Conditional logic

Advanced for its time

Basic branching only

Document generation

Manual or external tools

Not supported natively

Complexity support

Moderate form complexity

Best for basic forms

Ideal use case

Structured internal forms

Quick surveys, feedback, and lightweight requests

 Side-by-side overview of Microsoft Forms and InfoPath 

Key Features of Microsoft Forms That Matter While Replacing InfoPath

1.  Drag-and-drop form builder

You can create forms quickly using prebuilt question types such as text fields, choice options, ratings, and file uploads. If your old InfoPath forms were basic and informational, this gives you a fast way to recreate them.

2.  Automatic response collection in Excel

Form responses are automatically stored and can be exported to Excel for analysis. That makes it easy to review submissions without having to build custom reports.

3.  Basic branching logic

You can add basic branching rules so questions appear based on previous answers. While not as advanced as full workflow logic, this helps personalize the form experience.

4.  Seamless Microsoft 365 sharing

Because it’s part of Microsoft 365, you can easily share forms across Teams, SharePoint, or via email. Access control is managed within your existing tenant.

 Microsoft Forms User Ratings on G2 

Category

Microsoft Forms Rating

Overall

4.4 on G2

Meets Requirements

8.8

Ease of Use

9.2

Ease of Setup

9.3

Ease of Admin

9.1

Quality of Support

8.7

Has Been a Good Partner in Doing Business

8.8

Product Direction (% positive)

9.1

Microsoft Forms user ratings on G2

Microsoft Forms Pros and Cons

Pros:

  • Very easy to set up and use, even for non-technical users.

 undefined-Feb-26-2026-04-21-44-4276-PM (1)

Source

 

  • Fast form and survey creation with a clean, intuitive interface.

 undefined-Feb-26-2026-04-22-51-9398-PM (1)

Source

 

  • Native integration with Microsoft 365 for quick data collection and analysis.
  • Ideal for simple feedback, polls, and internal data capture.

 

 undefined-Feb-26-2026-04-24-41-6881-PM (1)

Source

Cons:

  • Limited customization for branding, layout, and advanced design.

 

 undefined-Feb-26-2026-04-25-24-7386-PM (1)

Source

 

  • Lacks advanced form logic for complex or multi-step workflows.

 

 

Source

 

  • Restrictive sharing and collaboration controls for larger use cases.

 undefined-Feb-26-2026-04-27-05-2753-PM (1)

Source

4. Nintex

Best For: Teams with document-heavy workflows and eSignatures, particularly in HR, legal, and procurement environments.

 

Screenshot of Nintex’s homepage

Nintex homepage

 

If your InfoPath forms triggered manual document creation, email-based approvals, or separate signature tools, Nintex brings those pieces together. It is particularly strong in environments where structured document routing and formal approval chains are part of daily operations.

 

 InfoPath vs Nintex at a glance 

 

Area

InfoPath

Nintex

Primary focus

Form creation and data capture

Workflow automation with document and signature management

Document handling

Manual generation and routing

Automated generation and structured routing

eSignatures

Typically external tools

Built-in eSignature support

Workflow depth

Limited without add-ons

Designed for multi-step, compliance-driven workflows

Legacy integration

Minimal automation

RPA support for older systems

Governance visibility

Basic tracking

Stronger audit and document tracking controls

Side-by-side overview of Nintex and InfoPath

Key Features of Nintex That Matter While Replacing InfoPath

1.  Advanced form builder with conditional logic

You can design forms that adjust based on user input, using conditional logic and field dependencies. That helps you replace static InfoPath forms with more guided and accurate submissions.

2.  Document generation from workflow data

Contracts, letters, and reports can be automatically generated using the data captured during the workflow. You no longer need to copy and paste form data into templates after submission.

3.  Built-in eSignatures and document routing

Nintex includes native eSignature functionality and automated routing. You can send documents for approval and signature directly within the process, keeping tracking and accountability in one place.

4.  Process discovery and RPA for legacy tasks

Process discovery tools help you understand how work flows today, while RPA can automate repetitive actions in older systems. If your InfoPath setup relied on manual steps in legacy tools, this can help you modernize those gaps.

Nintex User Ratings on G2 

Category

Nintex Rating

Overall

4.3 (G2)

Meets Requirements

8.4

Ease of Use

8.4

Ease of Setup

8.0

Ease of Admin

8.0

Quality of Support

8.1

Has Been a Good Partner in Doing Business

8.4

Product Direction (% positive)

8.1

Microsoft Power App’s user ratings on G2

Pros and Cons of Nintex

Pros:

  • Intuitive no-code interface for fast workflow and form creation.

 

 undefined-Feb-27-2026-09-04-31-3715-AM (1)

Source

 

  • Strong automation with good cross-system integration support.
  • Adapts well to both simple and complex processes.

 

g2 review of Nintex by Mark M

Source

 

  • Quick setup without heavy technical expertise required.

Cons:

  • Pricing becomes expensive as workflows, environments, and users scale.

 

 

Image of G2 review of Nintex by Ganesh S.

Source

 

  • Requires governance and technical oversight for complex process implementations.

 

G2 Review of Nintex by Ashish

Source

 

  • Advanced customization often needs developer involvement beyond business users.

 

Image of Nintex review on G2 by Samuel K-1

Source

5.  Crow Canyon Systems

Best For: Organizations committed to SharePoint that want no-code forms and workflow automation without moving data outside that ecosystem.

 

 Screenshot of Crow Canyon’s homepage  Crow Canyon’s homepage 

 

If you’re looking for a solution that works naturally inside SharePoint, Crow Canyon Systems offers a mature, SharePoint-native platform built on its NITRO Studio suite.

 

Rather than simply giving you a form builder, Crow Canyon enhances SharePoint by adding powerful no-code form design, workflow automation, portals, list views, and reporting. You can do all of this without abandoning your existing Microsoft 365/SharePoint environment.

Crow Canyon vs InfoPath at a glance

 

Area

InfoPath

Crow Canyon Systems (NITRO Studio)

Primary focus

Static SharePoint form creation

Full SharePoint forms + workflow automation

Form flexibility

Limited conditional logic

Advanced dynamic forms with controls

Workflow automation

External or manual processes

Integrated rule-based workflows

User interface

Classic form pages

Modern portals, dashboards, and web parts

Reporting & metrics

Not built-in

Built-in dashboards + analytics

SharePoint integration

Native form hosting

Deep build on SharePoint/Teams platforms

Extensibility

Basic

APIs, connectors, Power Automate support

 Side-by-side overview of Crow Canyon and InfoPath 

 

Key Features of Crow Canyon

1.  Flexible no-code forms built for SharePoint

Crow Canyon’s NITRO Forms give you a visual, drag-and-drop builder that works inside SharePoint lists and libraries without custom code.

 

Unlike static InfoPath forms, you can configure conditional fields, repeating sections (e.g., line items or sub-rows), responsive layouts, and permission-aware behavior so form fields show or hide based on user roles or inputs.

2.  Workflow automation integrated with SharePoint

Instead of exporting InfoPath data to external tools or emails, workflows become part of the SharePoint process.

 

NITRO Studio lets you design workflow logic that routes submissions to the right approvers, triggers notifications, and updates list items based on outcomes. You can support multi-stage approvals, conditional routing, and exception handling without third-party workflow engines.

3.  Modern SharePoint portals for users

Rather than asking users to navigate to different lists or disparate tools, you can build a unified self-service interface inside SharePoint (classic or modern UI). It is, thus, easier for users to submit new requests, check status, view history, and access knowledge base articles.

4.  Enhanced list views and search

Crow Canyon adds powerful list views and search tools that make SharePoint lists far more usable.

You can configure multiple custom views, previews, filters, export options, and even advanced list search web parts so users can quickly find what they need without building complex SharePoint queries manually.

Crow Canyon User Ratings on G2

Crow Canyon is rated 4.2 out of 5 on G2, based on just 6 reviews. We don’t have enough data to assess how the platform performs across ease of use, setup, support quality, and other relevant parameters.

Crow Canyon Pros and Cons

Pros:

  • Pre-made templates simplify the creation process

 

 undefined-Feb-27-2026-09-12-35-5196-AM (1)

Source

 

  • Extends SharePoint with low-code capabilities
  • Simple knowledge-base and document management experience

 

 undefined-Feb-27-2026-09-13-33-4920-AM (1)

Source

 

Cons:

  • Noticeable delays when opening forms, which can impact time-sensitive business processes
  • Limited depth for complex customer service workflows
  • The lack of a dedicated mobile app reduces flexibility for on-the-go agents

 undefined-Feb-27-2026-09-14-34-6535-AM (1) 

Source

6 Important Features to Look for in an InfoPath Alternative

As you evaluate better InfoPath alternatives, it is important to focus on certain key features of the alternative platform to understand how it will make an operational difference for your team.

The six features listed below are the ones you need to look for:

1.  No-code design that your business teams can actually use

One of the biggest lessons from InfoPath is that forms often become IT-dependent over time. A strong alternative should give you a drag-and-drop form builder and a visual workflow designer so your business users can build and adjust processes themselves.

 

For example, your HR team should be able to update an onboarding form, add a new approval step, or adjust a validation rule without raising a development ticket.

2.  Mobile support for a modern, distributed workforce

Look for responsive design, native mobile apps, and offline capabilities. For instance, a facilities manager should be able to submit an incident report from a phone, even in a low-connectivity environment, and sync it later. If your replacement only works well on a desktop, you’re limiting adoption from day one.

3.  Workflow automation that goes beyond form submission

You’ll want multi-step approvals, conditional routing, escalations, and automated notifications. Without built-in workflow automation, you’re simply recreating static forms instead of improving the process.

4.  Integration that connects your existing systems

A strong alternative should offer API connectivity, prebuilt connectors, and reliable data synchronization.

 

Imagine submitting a new vendor request form that automatically creates a record in your ERP system and stores supporting documents in SharePoint. Such a level of integration eliminates double entry and reduces errors. Without it, data silos will continue to slow you down.

5.  Security and compliance controls you can trust

When replacing InfoPath, governance should not become an afterthought. Role-based access, detailed audit trails, and data encryption are essential. If you operate in a regulated industry, a searchable audit history can make compliance reviews significantly easier. Security should be built in, not bolted on.

6.  Analytics and reporting that help you improve over time

Finally, don’t settle for a system that simply runs your processes. Choose one that helps you improve them. For example, you might discover that procurement approvals consistently exceed SLA targets, prompting you to adjust routing rules or staffing.

How to Migrate From InfoPaths to An Alternative Platform (With Example)

Migrating to InfoPath can be a messy affair. Here's a step-by-step guide for a full-fledged migration to an InfoPath alternative, using FlowForma as a working example throughout.

Step 1: Inventory your forms and pick a pilot

Start by listing every InfoPath form in use, then pick one to migrate first. Choose something that runs frequently, involves multiple people, and has clear business value. Let’s assume it is a Supplier onboarding form that has multiple approvers, regular follow-ups, and a tendency to produce incomplete data.

Step 2: Map what actually happens around the form.

Before rebuilding anything, write down what happens after the form is submitted. Capture who reviews it, who approves it, where exceptions come up, and where things tend to stall.

 

In the case of a Supplier Onboarding form, the flow typically looks like this—procurement checks the details, finance approves the budget, legal reviews the documents, and then someone manually emails the supplier to chase missing information.

Step 3: Rebuild the form properly

Move the InfoPath fields into your new platform, but take the opportunity to improve the form while you're at it. Add required fields, conditional logic, and validation rules that catch bad data before it causes delays downstream.

 

Let’s assume that your preferred InfoPath alternative is FlowForma. You can show tax fields only when "International Supplier" is selected, or block submission if a VAT number is in the wrong format. These are small changes that cut out most of the back-and-forth.

Step 4: Build the workflow.

Once the form is in place, define what happens after it's submitted. Map out the full sequence of steps and assign an owner and a due date to each.

 

In FlowForma, for example, that sequence for Supplier Onboarding will look like this: Request Submitted → Procurement Review → Finance Approval → Legal Review → Supplier Confirmation → Completion.

 

Nothing moves forward until the right person has acted.

Step 5: Add routing rules, escalations, and SLAs

With the workflow defined, the next step is to account for variations. Most processes have exceptions, and those exceptions should be handled by rules rather than left to whoever happens to be managing the inbox that day.

 

For instance, with FlowForma, you can set it so that any request above £10,000 automatically routes to a senior approver, or that a "contract required" flag from legal triggers a separate contract review stage.

 

You can also configure it so that if a step sits idle for 48 hours, a reminder is sent and the request is escalated to the relevant manager. The process then runs the same way every time, regardless of who's involved.

Step 6: Set permissions and governance

After configuring the workflow and routing rules, define clear permissions for building, publishing, and accessing data. Governance is essential when multiple teams share the platform to protect data and maintain accountability.

Step 7: Automate your document generation if you're still copying data into templates

After configuring the workflow and routing rules, define clear permissions for building, publishing, and accessing data.

 

If your process still involves manually copying form data into Word or PDF templates, migration is the ideal time to address it, as FlowForma allows you to automate document generation instantly and at scale.

Step 8: Set up reporting and audit trails

With the process running, build in visibility so you can see how it's actually performing.

Using FlowForma's dashboards, you can track average approval time per stage, identify where requests consistently stall, see what gets rejected and why, and pull a full audit trail showing exactly who approved what and when.

 Screenshot of FlowForma’s dashboards

Gain real-time visibility with FlowForma dashboards

 

A full audit trail also captures who approved what and when—particularly useful for regulated industries.

Step 9: Pilot with a small group before a full-fledged launch.

Before rolling out to the whole organization, run the new process with a small group first and fix any gaps that come up. Once adoption is stable, retire the InfoPath form.

 

You can start with a three-week rollout, which can look something like this: Procurement uses the new FlowForma process in week one, finance and legal join in week two, and by week three, the InfoPath form is retired, and users are directed to the new process link in SharePoint or Teams.

 

Test, iterate, deploy, and launch. Or, skip all these steps and simply use FlowForma AI Copilot to create a seamless InfoPath migration. Here is a demo explaining how to do it in just a few steps:

 

 Demo screenshot of InfoPath form replacement using FlowForma AI Copilot

Replace an InfoPath form in seconds

 

Rapidly Migrate From InfoPath To FlowForma

Migrating from InfoPath doesn’t have to mean rebuilding everything from scratch or adding complexity. FlowForma gives you a structured, no-code way to move your existing InfoPath forms into fully automated workflows inside Microsoft 365.

 

Instead of maintaining static forms and chasing approvals through email, you can recreate your forms in FlowForma and layer in routing, validation, SLAs, document generation, and full audit trails. What used to live partly in InfoPath and partly in inboxes becomes one governed, visible process.

 

If you are planning your InfoPath migration, connect with our InfoPath Migration specialists to explore how FlowForma can support your transition and help you build a more reliable, scalable process foundation.

 

FAQs

  • Yes, you can. The most effective migrations use the opportunity to strengthen the process by introducing validation rules and automated routing so approvals and follow-ups move forward without relying on email. 

  • Choose Power Apps when you plan to build custom applications with complex data models and have the technical capacity to manage them. A workflow-first platform is better suited for organizations that prioritize governed approval flows and faster deployment led by business teams 

  • Microsoft Forms works well for simple data collection and lightweight requests. Processes that involve multiple approval stages or require detailed audit history typically need a more structured workflow platform. 

  • Many teams recreate the form but leave the surrounding workflow unchanged. As a result, email-based approvals and manual tracking continue to limit visibility and efficiency 

  • Governance plays a central role in regulated or cross-department processes. A searchable audit history and controlled access within your Microsoft tenant directly support compliance and operational oversight. 

David Shanley

David Shanley is a process consultant and technical trainer at FlowForma. He is responsible for FlowForma's UI/UX. David has over 20 years of experience crafting award-winning digital designs, experiences and platforms for global customers.

David Shanley