FormFactor
Modern forms, native to Dynamics 365 and the Power Platform
FormFactor modernises how you build, automate, secure and manage digital forms inside your Microsoft environment.
Built for modern digital service delivery
Forms are often the first interaction people have with your organisation. They are how applications are submitted, services are requested and information enters your systems. The experience they create shapes perceptions of responsiveness, accessibility and trust from the very beginning.
As service expectations continue to rise, static PDFs, fragmented workflows and disconnected data make it harder to deliver efficient, scalable digital experiences. You need forms that do more than collect information. You need them to connect directly into your Microsoft environment, support governance requirements and enable services to move faster.
FormFactor modernises how your organisation designs, deploys and manages forms using Microsoft Power Platform, helping you create secure, accessible and connected digital experiences at scale.
What FormFactor delivers for you
From submission, to workflow, to service outcome
Your challenge
Our solution
The result
How FormFactor works
FormFactor brings together Microsoft Power Platform and Dynamics 365 to create a connected digital service experience.
Built on Microsoft. Purpose-built for forms.
FormFactor is the dedicated form layer for Dynamics 365 and the Power Platform. Modern controls, accessibility and mobile UX in every component.
Upload and digitise
Existing PDFs, Word documents and legacy forms are transformed into dynamic digital forms using Power Platform capabilities. Information is structured from the outset, improving consistency and reducing rework
Configure and automate
Business rules, approvals, workflows and conditional logic are applied through Power Apps and Power Automate, ensuring submissions move reliably between teams and systems.
Deploy and integrate
Forms can be published securely through Power Pages or embedded into existing digital environments, connecting directly with Dynamics 365, Dataverse and other Microsoft services
Analyse and improve
Submission volumes, processing activity and service trends are surfaced through Power BI, giving operational leaders visibility into performance and opportunities for improvement.
FormFactor Capabilities
ReFactor AI
ReFactor AI is FormFactor’s AI-powered form ingestion engine. Upload a PDF, Word document, image, scanned form, Excel spreadsheet, or XML export from a third-party platform, and ReFactor AI generates a fully structured FormFactor form, with tabs, sections, field types, validation rules, and conditional logic ready to publish.
ReFactor AI is the answer when you have multiple legacy PDFs and third-party forms and want to modernise without starting from scratch. It directly addresses the cost and time barrier that stalls digitisation programs.
Key Capabilities
- Any source, any platform, including PDFs, Word, images, scans, XML, and Excel
- Intelligent field detection with 95%+ accuracy on field type classification
- Structure preservation of your legacy forms
- Generates structured forms from Microsoft Excel documents
- Reviewing functions to preview the AI’s output and adjust before publishing
- ReFactor AI is upgraded regularly to deliver higher quality field types, validation, and conditional logic suggestions.
Compliance and Sovereignty
FormFactor inherits the controls, sovereignty and audit posture your organisation already trusts in Microsoft.
For government, healthcare and regulated industry buyers, FormFactor presents the same compliance answers your Microsoft environment already does.
Inherited from Microsoft
- All FormFactor data hosted in Microsoft Australian regions, supporting sovereign data requirements from day one
- Identity, MFA and conditional access governed through Microsoft Entra ID
- Data encrypted at rest and in transit using Microsoft-managed keys, with customer-managed key options available
- Every submission, edit and access event captured in Microsoft Purview for compliance review and reporting
- Retention policies, lifecycle management and data classification applied natively through Dataverse
- Coverage under the Microsoft Data Processing Addendum, aligned to Australian Government, healthcare and regulated industry expectations
Copilot Studio Agents
FormFactor forms can be embedded inside Copilot Studio agents, Teams bots, or any AI assistant running on Power Pages.
The form and the agent share context both ways. The agent knows what’s on the form, can answer questions about field requirements and eligibility, can pre-fill answers from conversation, and the form can react to agent state.
Use cases:
- Guidance and assistance from the agent to explain field requirements, definitions, and eligibility rules in natural language while the user is filling the form.
- Reduce abandonment when a user pauses or backs out, the agent answers questions, and helps complete remaining fields.
- The agent runs a conversational pre-screen eligibility triage and hands off to the right form, already pre-populated.
- Internal staff use an agent alongside the form to look up policy, validate answers, and flag exceptions.
Native to your Microsoft environment
Every form lives natively inside the Power Platform and Dynamics 365, sharing identity, governance and data with the systems your teams already trust.
From the visual builder through to deployment, every layer of FormFactor is Microsoft-native, no middleware, no glue code, no third-party stack to govern.
Integration points
- Embedded directly inside Dynamics 365 model-driven apps so service teams capture and progress submissions without leaving Dynamics
- Published through Power Pages, captured through Power Apps and automated through Power Automate
- Every submission lands in Dataverse, structured and governed, ready to drive Customer Service, Field Service, Case Management and Licensing workflows
- Copilot inside the form via AI Builder, guiding users in natural language and validating answers in context
- Power BI surfacing submission volumes, processing trends and service patterns for operational leaders to act on
Form Builder
Form Builder is the no-code design and management surface every FormFactor solution runs on. Design, deploy, capture and manage forms across Power Pages and Dynamics 365, all from one place, ready to brand and configure on day one.
Key features:
- Visual no-code builder with conditional logic, validation and multi-tab UI
- Repeating sections, save and resume, and signature capture for complex submissions
- Native PDF generation and inline Dataverse lookups for address, organisation and person data
- Native Power Pages deployment with reCAPTCHA and secure access controls
- Submission management dashboard with versioning and one-click form copy
- Themes, branding and native WCAG accessibility, responsive across every device
FormFactor in practice
Licensing, Permits & Approval
- Digital application forms for building permits, trade licences, environmental approvals and event permits
- Conditional logic that surfaces only the fields relevant to each permit type
- Built-in document and evidence upload from any device
- Automated routing to assessors and inspectors via Power Automate
- Real-time status updates and applicant notifications
- Renewal and expiry reminders triggered before deadlines hit
FormFactor turns paper-based licensing into a connected digital experience on Power Platform, capturing structured data from the very first submission and feeding it straight into Dynamics 365.
Grants & Funding Programs
- Online grant application forms for individuals, SMEs, NFPs and councils
- Eligibility screening built into the form flow
- Supporting evidence and budget document upload
- Milestone reporting and acquittal submission forms
- Automated reminders for reporting and acquittal deadlines
- Direct integration with grant management records in Dataverse
FormFactor gives applicants a clear, accessible front door and gives program teams complete, structured information from the moment of intake.
Complaints, Incidents & Feedback
- Public-facing complaint and feedback forms accessible on any device
- Anonymous reporting options where required
- Photo, document and location attachment from mobile
- Triage and priority scoring applied at submission
- Automated routing to the right department or investigator
- Staff misconduct reporting with secure access controls
FormFactor makes it easy for people to raise issues and for your teams to respond, all inside your Microsoft environment.
Social Services & Citizen Support
- Intake forms designed with accessibility and dignity in mind
- Housing, disability, youth and victim support application forms
- Document and identity verification upload
- Conditional pathways that adapt to the person's circumstances
- Secure, sensitive data capture through Microsoft Dataverse
- Mobile-first design for people without easy desktop access
FormFactor helps citizens access the support they need without wading through paperwork, while giving caseworkers the right information from the start.
Workforce, Industry & Professional Regulation
- Registration and certification application forms
- CPD logging and renewal submission forms
- Complaint and misconduct lodgement forms
- Employer practice declaration forms
- Evidence and qualification document upload
- Automated reminders for renewal and CPD deadlines
FormFactor digitises every interaction between regulator and registrant, capturing structured information consistently across the professional lifecycle.
Freedom of Information (FOI) & Right to Information (RTI)
- FOI and RTI request submission forms with structured scope capture
- Identity verification fields built in
- Third-party consultation forms
- Automated acknowledgement and clock-start notifications
- Document upload for supporting context
- Direct feed into review, redaction and disclosure workflows
FormFactor provides a clear, accessible front door for information requests, capturing exactly what your team needs to start the legislated clock with confidence.
Emergency & Disaster Management
- Disaster relief application forms accessible from any device
- Damage assessment lodgement forms with photo upload
- Evacuation centre registration forms
- Volunteer enrolment forms with skills and availability capture
- Geolocation tagging on field-based submissions
- Pre-built templates ready to deploy the moment events strike
FormFactor lets you stand up digital intake fast when it matters most, giving communities a way to access support without queueing for paper forms.
Environmental & Natural Resource Management
- Application forms for wildlife licences, water access and bore drilling permits
- Pollution event reporting forms with location and evidence capture
- Land use planning submission forms
- Field-friendly forms for site inspections and compliance checks
- Photo, sample and document upload from mobile
- Structured data ready for compliance, renewal and infringement tracking
FormFactor brings environmental applications and reporting into a mobile-first digital experience, supporting field officers and citizens alike.
Courts, Tribunals & Regulatory Enforcement
- Case filing forms with structured matter capture
- Witness statement submission forms
- Subpoena request forms
- Infringement notice review forms
- Secure document and evidence upload
- Form workflows aligned to procedural timeframes
FormFactor provides a secure, structured digital intake for court and tribunal processes, capturing every filing with the right evidence attached from the start.
Community Engagement & Public Consultation
- Submission forms for draft policy or legislation
- Local development plan feedback forms
- Survey-based input with conditional logic
- Anonymous and named submission options
- Document and image upload for visual feedback
- Structured outputs ready for categorisation, sentiment tracking and theming
FormFactor turns public consultation into a structured digital experience, making it easy for the community to contribute and easy for your team to make sense of what they hear.
Health & Aged Care Services
- Patient and client intake forms with conditional health screening
- NDIS plan, review and reassessment submission forms
- Aged care assessment and referral forms
- Clinical incident, medication error and near-miss reporting forms
- Telehealth consent and pre-appointment forms
- Carer and family contact registration forms
FormFactor captures sensitive health information with the privacy, accessibility and Dataverse-grade security that health and aged care providers need, ready to integrate with Dynamics 365 and existing clinical systems
Procurement & Supplier Onboarding
- Tender and Expression of Interest submission forms
- Supplier registration and pre-qualification forms
- ABN, insurance and accreditation verification
- Conflict of interest and probity declarations
- Vendor questionnaire and risk assessment forms
- Contract variation and extension request forms
FormFactor gives procurement teams a structured, auditable front door for suppliers, replacing inbox-based intake with a digital experience that captures everything required for assessment from the very first submission.
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How this solution supports your service...
- accessible digital forms aligned to modern service expectations
- reduced manual handling and duplicate data entry
- faster intake, approvals and workflow progression
- improved visibility and auditability across submissions
How this solution integrates with your Microsoft Environment
- alignment with Forms-enabled Case Management, Customer Service and Licensing
- governance, identity and access controls respected by design
- secure data capture through Microsoft Dataverse
- flexibility to evolve as services, policies and operating models change
Proof and insight
See how organisations are modernising digital service delivery using Microsoft platforms.
Ready to get started?
If digital forms are central to how your organisation delivers services, FormFactor provides the structure, accessibility and automation to support them at scale.