InfoPath Forms Services will be discontinued from Microsoft 365/SharePoint Online on July 14, 2026. As this date draws closer, it's crucial to strategize your migration carefully. Below are several factors to consider when planning your timeline for replacing InfoPath:
Migration Factors:
Current Forms Assessment: Evaluate the number and complexity of your existing InfoPath forms. Forms with intricate logic or custom code may need additional time for migration.
Integration Needs: Identify any existing connections your InfoPath forms have with other systems or databases. You will need to replicate or replace these integrations in your new solution.
Impact on Users: Consider the effects of the migration on end-users. Training sessions and support might be necessary to facilitate a smooth transition.
Compliance and Policies: Ensure that your new form solution adheres to your organization's governance policies and any relevant regulatory standards.
Steps for Migrating InfoPath Forms:
Inventory and Analysis:
Start by compiling a comprehensive list of all InfoPath forms in use. Assess their complexity, usage, and any dependencies they may have.
Choose a New Solution:
Select a replacement platform that fits your organization's needs, such as Power Apps, SharePoint Lists, or third-party form solutions. Consider scalability, user experience, and integration potential.
Develop a Migration Plan:
Create a detailed plan outlining timelines, resource requirements, and risk management strategies. Ensure all stakeholders are informed and agree on the plan, and establish a clear communication strategy.
Redesign Forms:
Rebuild your InfoPath forms in the new platform, leveraging its features and capabilities. This may involve redesigning forms to optimize new functionalities and streamline processes.
Conduct Testing and Validation:
Perform thorough testing of the new forms and workflows in a test environment to ensure they work correctly. Confirm that data integrity is preserved and that all business processes are properly supported.
Train and Support Users:
Provide training sessions for users who will interact with the new forms. Offer comprehensive documentation and support to ease the transition.
Deploy and Oversee:
Implement the new forms solution gradually, if possible, to minimize disruptions. Closely monitor the rollout to quickly resolve any issues that arise.
Decommission InfoPath Forms:
After successfully implementing and stabilizing the new solution, decommission the old InfoPath forms. Ensure all necessary data has been transferred, and properly archive or dispose of legacy forms.
By following these steps, you can ensure a seamless transition from InfoPath Forms Services and make full use of modern tools within Microsoft 365/SharePoint Online. Proper planning will help minimize disruptions and maximize the advantages of your new forms solution.
