Op-Ed | March 24, 2026
InfoPath: Step-by-Step Guide to Migrating to Power Platform
It is official! InfoPath End of Life is July 14, 2026.
As this reality starts to set in, we are working with small and large organizations to assist in the migration of their InfoPath investment into the Power Platform to ensure their businesses will continue to operate as normal. While this process can be stressful, having the appropriate plan in place will help ease the mass migration anxiety and provide organizations with the chance to do some house cleaning before migrating. This not only helps reduce their technical debt but also ensures they can fully leverage the new power platform tool.
Migrating your InfoPath forms is critical because once support ends, you’ll no longer be able to access the forms or their associated data. If the forms are gone, they cannot be recreated. And once the data is gone, it cannot be recovered. This can cause huge issues for compliance and data governance.
Since we have been down this road before, we want to help pay it forward. So, if you haven’t started your migration journey or have started but feel alone or stuck, don’t worry, it is okay and we have been there before. Below is a step-by-step guide to converting InfoPath forms to Power Platform.
Step 1: Audit and Inventory Current InfoPath Forms Footprint
Just like any project, starting out with a good inventory is very important. Being able to understand the journey that you are about to embark on will not only help you understand how long it will be, but it will also enable you to ensure you have the appropriate plan together before you start. We see many companies struggle because they don’t take the time to do this.
To help avoid this pitfall, begin by auditing and gathering all InfoPath forms currently in use. Doing so will not only enable you to document the business requirements and complexity, but it will also give your team a chance to truly “clean house” as almost 33% of the InfoPath technical forms are either not in use or simple not active anymore. Imagine being able to downsize your project scope by 33% before you even start!
Step 2: Engage Stakeholders
Once you are done with Step 1, you should have a full list of InfoPath forms to migrate and understand the complexity. Now, it is time to meet with the stakeholders to review and determine/confirm the form’s usage and functionality. In addition, engaging stakeholders can also help educate and retrofit the current business requirements to meet the Power Platform functionality. This gives the stakeholders a chance to be involved and also helps modernize their tools. This, in turn, gets everyone on the same page and reduces your inventory list for migration by another 5% – 10%.
Step 3: Plan Your Migration Approach
The 3rd step is more complicated since it is not as simple as rebuilding the InfoPath Form in Power Platform. Because of how InfoPath forms data are stored, you may need to extract data and values from XML files before you can start your development. Below is an illustration that covers all the possible paths that you can take with the current InfoPath Forms:
- Export your InfoPath Forms and Data into PDFs for those forms that are not active but have data you wish to archive
- Export your XML Data to SharePoint Lists and Document Library so you can build out the form in Power Platform while still accessing all legacy data
- Build your InfoPath Form into Power Platform with no access to legacy data
Now I know what you are thinking: I hope there is a tool out there that will do all this for me with the click of a button. Unfortunately, there isn’t a tool that will allow you to do this, but there are tools like PowerPath-Bayen Group’s proprietary platform — that help speed up the process for you. No matter what, at the end of the day, rebuilding the form will have to be done by a resource familiar with the Power Platform.
Step 4: Rebuild with Power Platform
Now that you have done all the appropriate planning, the rest of the way should be very familiar. With Power Platform, you can now recreate all your InfoPath forms by leveraging the following:
- Power Apps – Create an intuitive user interface with field validation to modernize your current InfoPath form interface. In addition, PowerApps can also enable you to build the form to adjust to all formats (Desktop, Mobile devices, etc.) via responsive design.
- Power Automate – Convert all your current InfoPath form workflow — everything from approval workflow to notifications to form automation. If you have it, Power Automate can replace it!
- Power BI – Covert any InfoPath reporting requirements. Simply plug any data storage source (SharePoint/Dataverse/etc.) into Power BI to create rich graphic dashboards on the fly.
- Power Pages – House any forms that require external sharing.
Step 5: Testing and Go Live Planning
To ensure that all original requirements are met, it is important that a good Testing/Validation process is put in place. Providing an environment for the development team and stakeholders to test and validate solutions is a crucial step to ensure that all requirements are met, and the stakeholders have signed off on the conversion. Doing so ensures alignment of expectations and provides the stakeholders with a starting point for their communication plan to go live.
Step 6: Deploy and Knowledge Transfer
Deployment marks the release of the new Power Platform tool. This will give the project team a chance to provide the appropriate knowledge transfer to the stakeholders to ensure acceptance of the tool but also empowering them to support their new tool. Providing the appropriate training and documentation for users is the key to this step.
Step 7: Continuous Improvements
After Go Live, checking in with stakeholders, tracking usage and performance, and gathering feedback from the user’s community is critical for user adoption. We always say our clients don’t know what they want until they see it. So, as part of post go live, we always work on continuous improvements by collecting appropriate feedback and making enhancements as needed. This ensures that users are using the tool and also helps improve the tool for future proofing purposes.
Conclusion
Migrating from InfoPath to the Power Platform can seem simple, but a lot of organizations struggle because they fail to take the appropriate time to work on a clear plan and the right approach. By auditing existing forms, engaging stakeholders, carefully planning the migration, rebuilding with the Power Platform suite, thorough testing, effective deployment, and ongoing improvements, you can ensure a smooth move while maximizing the benefits of the Power Platform. Following this process will not only prepare your business for InfoPath’s End of Life; it will also help you to leverage powerful new capabilities for future growth and efficiency.
If you need a guide for the InfoPath Migration journey, don’t hesitate to contact our team.
About the Author
My name is Huy H. Nguyễn, and I am a managing partner at Bayen Group. We specialize in partnering with organizations to plan and implement the Technology Enterprise Modernization Roadmap. If your organization is starting or in the process of its own Digital Transformation, don’t hesitate to reach out to us. We would love to be your guide through the Digital Transformation journey.
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