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Forms

Collect the data you need, fast — build surveys, quizzes and request forms that work on any device and connect directly into your M365 workflows.

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About Forms

Microsoft Forms is M365's built-in survey, quiz and data-collection tool — a lightweight web app for designing forms that work on any device and plug directly into the rest of the M365 stack. Responses flow into Excel, Teams channels and Power Automate flows with no extra setup.

It's best used for staff surveys, customer feedback, event registrations, training quizzes, polls in Teams meetings, and any structured data capture that would otherwise land in ad-hoc email threads. HR, L&D, internal comms, event organisers, managers and trainers benefit most. Forms solves the classic problem of collecting information in messy, unstructured ways — replacing paper, PDF attachments and free-text emails with a single, governed capture experience that produces clean, analysable data from the moment the form is filled in.

Training Session

A focused session designed to build real-world skills fast.

Forms
  • What Microsoft Forms is and common use cases — surveys, quizzes, polls and registrations
  • Accessing Forms from the Microsoft 365 app launcher and forms.office.com
  • Navigating the Forms home page — My Forms, Shared with Me and Group Forms
  • Creating a form from scratch and from a template
  • Question types — Choice, Text, Rating, Date, Ranking, Likert, File Upload and NPS
  • Making questions required, adding descriptions and shuffling answer options
  • Adding images and videos to questions
  • Using Sections to divide a form into pages
  • Branching logic — directing respondents to different questions based on their answers
  • Form and Quiz settings — limiting to one response, opening/closing responses, custom thank-you message
  • Applying themes and customising the form appearance
  • Sharing a form — link, QR code, email, Teams message and SharePoint embed
  • Collaborating on a form with co-authors
  • Sharing a form as a template for others to copy and reuse
  • Viewing the Responses summary — charts, individual responses and completion stats
  • Exporting responses to Excel for deeper analysis
  • Adding a Forms tab to a Teams channel
  • Running a live poll during a Teams meeting
  • Adding a Forms web part to a SharePoint page
  • Creating a Quiz — point values, correct answers and instant feedback

Ready to train your teams on Forms?

Book a free 30-minute discovery call. No commitment, no pressure.

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