Webinars

Beyond SharePoint Forms: Designing Business Processes That Scale Most organizations rely on SharePoint forms to collect data, but that's where the platform's native capabilities often stop short. While Microsoft 365 excels at collaboration and content management, teams frequently struggle to translate submitted data into consistent, repeatable business processes. The result is manual follow-ups, brittle Power Automate flows, limited visibility, and workflows that are hard to scale or maintain over time. In this joint webinar, co-hosted by Smarter Consulting and SnapOn Software, we'll explore this common automation gap and how it can be addressed. Moderator Christian Buckley will lead a discussion with Jonathan Weaver (Microsoft MVP, Smarter Consulting) and Shai Petel, Head of Engineering at SnapOn as they examine real-world scenarios where SharePoint lists and forms fall short: approval chains that evolve, conditional logic that becomes unreadable, and processes that need to run automatically, on demand, or on a schedule—all without multiplying tools or technical debt. You'll see a live demo of the new Forms Workflow Designer from SnapOn, designed to bring structure, clarity, and speed to SharePoint-based automation. We'll highlight what's changed and why it matters—from organizing workflows by trigger type to faster creation using guided triggers and reusable activities. You'll also gain consultant perspectives on when this approach makes sense, how it complements Microsoft 365 rather than replaces it, and what teams should consider when standardizing automation at scale. Benefits of Attending: --Recognize the Gap: Understand why SharePoint forms hit a wall when processes get complex—and what happens next. --See the Solution in Action: Watch a live demo of the unified Forms Workflow Setup experience that simplifies automatic, user-initiated, and scheduled workflows in one design surface. --Learn What's New: Discover key improvements including pop-out conditions builder, searchable activities, Activity Groups with if/else branching, and clear visibility into reused activities for governance. --Get Strategic Guidance: Leave with a framework for when to extend Microsoft 365, how to reduce technical debt, and what to consider when building maintainable, scalable SharePoint solutions. Wed, Feb 18, 2026 10:00 AM - 11:00 AM (UTC-05:00) Eastern Time (US & Canada) We look forward to having you attend the event!

Discover how to build professional public forms in minutes with SnapOn Forms—no coding needed! This live session covers creating and customizing public-facing forms, embedding and sharing options, dynamic features like conditional logic, advanced field behaviors, and exporting to polished PDFs. Perfect for event registrations, feedback, or internal intake, you'll learn tips for branding, automation, and maximizing your Microsoft 365 data collection, all with a seamless, user-friendly experience. Ideal for both beginners and power users looking to unlock smarter data workflows.

Looking for a smarter way to manage internal software and hardware purchase requests? Join us for a hands-on session where you'll learn how to design intelligent, user-friendly purchase request forms directly within SharePoint using SnapOn Forms — no coding required. Discover how to turn a basic SharePoint list into a dynamic internal eStore that simplifies purchasing while maintaining control and compliance. We’ll walk you through building a fully functional purchase request system complete with approval workflows, conditional logic, and budget controls — all tailored to your organization's unique needs.

In this joint webinar, co-hosted by Smarter Consulting and SnapOn Software, we explore the full spectrum of options with a focus on public-facing forms. Sharon Weaver (CEO, Smarter Consulting) and Peter Baddeley (Director of GTM Sales and Client Solutions, SnapOn) walk through out-of-the-box Microsoft Forms and List Forms, highlight where custom Power Platform solutions shine, and demonstrate how SnapOn’s Public Forms and Workflow extend Microsoft 365 without the usual hurdles.

Adoption and governance don’t have to be at odds. In this session, Change Champions and ProvisionPoint by SnapOn Software explore how organizations can simplify Microsoft 365 adoption without sacrificing control. The webinar covers the role of self-service provisioning, automated governance workflows, and lifecycle management in supporting secure, scalable adoption of tools like Copilot, Teams, and SharePoint. Attendees will gain practical insights into balancing usability with risk management—accelerating adoption while maintaining compliance and oversight.

External collaboration in Microsoft 365 opens powerful avenues for teamwork - but it also introduces complex questions around access, security, and compliance. In this webinar, Peter Baddeley, Director of Client Solutions at SnapOn Software, will guide you through the key external sharing options in Microsoft Teams, including External Sharing, Guest Access, and Shared Channels. Designed for IT admins, governance leads, and compliance officers, this session will break down the strengths and risks of each method and offer practical strategies for managing external connections securely and efficiently. Learn how to ensure transparency, streamline audits, and explore complementary tools like SnapOn’s Audit to reinforce governance. Whether you're new to managing external access or looking to fine-tune your existing controls, this webinar will provide actionable insights to help you strike the right balance between collaboration and control in Microsoft 365.

Learn how to securely manage external collaboration in Microsoft 365. This session with SnapOn Software’s Peter Baddeley explores key access options like Guest Access, Shared Channels, and External Sharing in Teams - plus compliance best practices and tools to maintain control and security.

Discover how the KWIZ Scan and Print apps can transform your document management within SharePoint Online in this engaging webinar recording. Fully integrated with SharePoint, these cutting-edge tools simplify workflows, improve accessibility, and keep your document environment organized.

In this webinar recording, KWIZ’s Sales Executive Sara Jhangiryan demonstrates the powerful capabilities of KWIZ Forms solutions, offering an in-depth exploration of essential features that empower organizations to build dynamic, user-friendly forms tailored to their unique needs.

Whether you're managing client onboarding, internal approvals, or operational workflows, KWIZ forms enable organizations to elevate their document management capabilities and achieve efficiency like never before.

Discover how KWIZ Data View Plus combines flexibility, functionality, and user-friendly design to transform your organization’s approach to data management—and maximize your investment in Microsoft 365.

Unlock new possibilities within the Microsoft 365 ecosystem by watching this insightful webinar recording featuring Microsoft MVP, MCT, and Regional Director Gokan Ozcifci. This session delves into groundbreaking tools and practices that enhance user experiences, streamline workflows, and elevate governance within your organization's Microsoft environment.

Explore how CMS 365 is redefining content management in the modern hybrid work era through this engaging webinar recording, led by Sean Herschmiller, Product Manager at KWIZ. As businesses adapt to the complexities of hybrid workplaces, Sean takes you on a journey to discover how CMS 365 transforms Microsoft Teams and SharePoint into a centralized, dynamic documentation hub designed to streamline workflows, enhance collaboration, and boost team productivity.

Explore the power of a truly customizable SharePoint Helpdesk in this engaging webinar recording led by MVP Bijay Kumar. Bijay’s extensive knowledge and hands-on approach make this session a must-watch for anyone looking to optimize their organization’s helpdesk processes effortlessly.

Whether your organization is looking to simplify internal processes, enable seamless external workflows, or maximize its investment in Microsoft 365, this webinar provides essential strategies and actionable solutions. Discover why KWIZ Forms is not just an alternative but the ultimate tool to redefine how forms are created, shared, and managed.

In this webinar recording, Peter Baddeley demonstrates how to streamline your company’s workflows by implementing them in one centralized location—SharePoint. By consolidating workflows into a unified platform, organizations can eliminate scattered processes, reduce redundancies, and enhance collaboration across teams.

Explore the art of seamless data integration and event management in SharePoint Online and Microsoft Teams through this insightful webinar recording. Led by experienced SharePoint Consultant and Microsoft MVP Vignesh, this session demonstrates practical solutions to fulfill a range of essential tasks and streamline your workflows.