SharePoint Online Custom Forms with Plumsail SPFx

Introduction: why this matters

SharePoint in Microsoft 365 includes strong out-of-the-box lists and forms, but many organizations quickly need richer user experiences, conditional logic, branded layouts, and secure data collection beyond the tenant. In Microsoft’s newest Partner Showcase episode, Plumsail demonstrates how its form solutions extend SharePoint Online while staying aligned with Microsoft 365 architecture and governance expectations.

What’s new / what the showcase highlights

Microsoft’s post features a discussion and demo with Katrina Frolkina (Head of Sales, Plumsail) and Vesa Juvonen (Microsoft), centered on Plumsail Forms:

• Two connected form experiences
  • Forms for SharePoint for internal business processes (modern, customizable forms tied to SharePoint Online).
  • Public Web Forms for secure data collection from external users.
• Built natively on SharePoint Framework (SPFx)
  • Positions Plumsail’s UI as an integrated part of the Microsoft 365 experience.
  • Designed for compatibility with Microsoft’s platform roadmap and modern SharePoint UX patterns.
• Security and data residency inherit from Microsoft 365
  • The solution is described as operating within the customer tenant, leveraging native security and keeping data in-place.
• Performance and user experience focus
  • The architecture is presented as reducing latency and providing a seamless UI because it is aligned with SharePoint’s native extensibility model.

The post also reiterates Microsoft’s broader message: Microsoft 365 and SharePoint can be extended using no-code, low-code, and pro-code approaches to deliver tailored employee experiences and business processes.

Impact for IT administrators and platform owners

For SharePoint and Microsoft 365 admins, the key takeaway is architectural: solutions built on SPFx tend to fit more naturally into existing tenant controls and user expectations than disconnected form systems.

Potential admin-facing implications include:

• Governance alignment: SPFx-based solutions typically integrate with SharePoint deployment, change management, and lifecycle planning.
• Security posture considerations: External data collection (public forms) introduces new entry points—admins should validate authentication/authorization models, data handling, and any DLP/compliance requirements.
• Operational fit: Custom forms can reduce reliance on ad-hoc processes (email + spreadsheets) and standardize intake for HR, IT, facilities, and service requests.

Action items / next steps

• Watch the showcase episode to evaluate whether Plumsail’s form capabilities match your internal and external form scenarios.
• Review AppSource listing and vendor documentation to understand deployment prerequisites, licensing, and configuration options.
• Plan governance: confirm where data is stored, how external submissions are controlled, and how forms are managed across environments (dev/test/prod).
• Assess overlap with existing tooling (SharePoint forms, Power Platform forms/Power Pages, third-party form tools) and decide where Plumsail best fits.

Resources mentioned in the post include Plumsail’s site, LinkedIn, Plumsail Forms, and Plumsail Forms on AppSource. Microsoft also invites partners to apply for the SharePoint Partner Showcase program at https://aka.ms/sharepoint/partner/showcase.