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An Introduction to SharePoint Applications using InfoPath 2010

Bojana DukeInfoPath Program ManagerBojana.Duke@microsoft.com

Data Quality

“[Companies] are losing more than $8 million annually because of data quality issues. … other organizations [when] observed provide evidence that the actual magnitude of the problem is typically far greater (often by orders of magnitude) than is perceived by business and IT leaders.”

Ted Friedman, Gartner Vice President ”Organizations Perceive Significant Cost Impact From Data

Quality”August, 2009

Agenda

demo - Office Business Application③

demo - Creating Mashups with Form Web ②Parts

demo - Customizing SharePoint List ①Forms

Brief Introduction Of InfoPath 2010

Form Designer & Filler• Browser and Client forms

What is InfoPath?

Visual Layout

Form Logic

Data Connection

What is InfoPath?

Form Designer & Filler• Browser and Client forms with

form logic & data connectivity

Forms for SharePoint• Lists, External Lists, Form

Libraries & Workflow forms

Forms integrated into Office• SharePoint Workspace, Outlook,

Word, PowerPoint, Excel

Agenda

demo - Office Business Application③

demo - Creating Mashups with Form Web ②Parts

demo - Customizing SharePoint List ①Forms

Brief Introduction Of InfoPath 2010

Recruiting

Signup E-mailwith Links to:

SharePoint List with Recruiting Trips

SharePoint List with

Universities

Information Workers

{ demo ①

Customizing SharePoint List Forms

Created By• Information Worker becoming “heroes in a

day”• Employees solving own problems, freeing up

ITHow• Layout forms in InfoPath using pre-built

tables• Use out-of-box rules and Rules Manager to

add conditional formatting, data validation and show & hide sections

• Bring in data from SharePoint Lists• Take lists offline in SharePoint Workspace

Examples• Project Contact List• Project Issue Tracking List• Feedback Form• Event Sign-up• Equipment Check-out Requests

① Customizing SharePoint List Forms

Agenda

demo - Office Business Application③

demo - Creating Mashups with Form Web ②Parts

demo - Customizing SharePoint List ①Forms

Brief Introduction Of InfoPath 2010

Recruiting – Part 2

Signup E-mail

with Link to

SharePoint Portal with Recruiting

Trips & University

DetailsInformation Workers

{demo ②

Creating Mashups with Form Web Parts

Created By• Information Workers & IT

How• Customize form in InfoPath• Design Web Part page in browser or

SharePoint Designer• Connect to Excel, Silverlight, List or

other InfoPath Web Parts• Package Web Part pages as reusable

templates (WSPs)• Bring in data using REST Web

Services

Examples• Mortgage Calculator (with Excel)• Master-detail (with List)

② Creating Mashups with Form Web Parts

Agenda

demo - Office Business Application③

demo - Creating Mashups with Form Web ②Parts

demo - Customizing SharePoint List ①Forms

Brief Introduction Of InfoPath 2010

{demo ③

Office Business Application: Procurement

Created By• Business process owner, IT or ISVs

How• Manage application in SharePoint Designer• Use Web Part pages & SharePoint UI for app

experience• Store data in libraries and lists• Get external data with Business Connectivity

Services• Customize forms in InfoPath• Add sandboxed or full trust code• Design workflows to drive process• Package applications as reusable templates (WSPs)

Examples• Accounting – Procurement, Expense Reports, Sales

Tracking• Sales – Service Requests, Order Forms • Manufacturing – Quality Control, Inventory

Tracking• IT – Helpdesk• HR – Employee Onboarding, Career Management,

Benefits

③ Office Business Applications

Communities

Search

Sites

Composites

ContentInsights

Can you guess the sentence?Forms Drive Business

{Q & A