Microsoft Forms 101

4 years ago | by Chris O'Brien

Microsoft Forms are super easy to create, fill out and interpret! If you have Office 365 and haven’t utilised this tool just yet, you’re in for a real treat…

From sending out feedback surveys, to event invites, to gathering interest – Microsoft Forms is an all rounder for any information you need collected.

Originally introduced by Microsoft as part of their Education suite, and now available to all Business & Enterprise O365 users, Forms is an application that allows you to quickly and easily create custom quizzes, surveys, questionnaires, registrations, and more. You’re able to share your form through links, via emails and even via a QR code – they can be filled out on computers and mobile devices too. As results are submitted, you can opt to be alerted, or even go a step further to utilise Flows to create automation and input the form data into other spaces within your O365 suite, like Sharepoint for example. Forms results can also easily be exported into complete Excel sheets for additional analysis or grading. Benefits of Forms include:

  1. A straight forward, intuitive set-up process.
  2. Multiple people can collaborate on the structure and layout of forms or quizzes.
  3. Customisable to allow for consistency in branding.
  4. Very user-friendly for your recipients.

Now you know how great they are, let’s put the theory into practice and give you a quick run down on how to create a form.

  1. Go into your company’s O365 account, and search all apps to find Forms.

  2. From here, select either a New Form, or New Quiz – we’ll use Form for this example.

  3. Input your forms title, description & branding – we find that 200px x 200px is the best size image to use here.

  4. Now you’re ready to add field to your form – if you’re sending this externally, you’ll want to include text as your first ‘question’, so you can gather who it is filling your form out (unless it’s anonymous). If you’re asking for a name, we recommend ensuring this answer is formatted as ‘required’.

  5. Continue adding any questions you like – choosing the most appropriate forms of queries based on the aim of your responses.

  6. Once you’ve finalised your form, you can change the theme – Microsoft have included many different colour schemes and backdrops, but you can also upload your own. We’ve found the bigger the image you upload, the better. You can also preview your design across desktop and mobile responsiveness.

  7. Now you’re ready to share your design! Ensure it’s set to the ‘accept responses from anyone’ link in your settings, otherwise it’ll only allow people within your organisation to fill in the form. You can also change your form settings to include an end date, so the form no longer shows after the deadline.

  8. Now that your form is out there in the world, and being filled out, you’ll begin to see your responses. You can set up alerts in the form settings to email you (or whom ever you like) when a new submission has been made. You can also export all submission data into an Excel spreadsheet to share amongst colleagues.

We’ve had plenty of success with Forms in the past, from gathering event RSVPs, to feedback on our services – so now it’s your turn. If you’d like help in setting up a form, or Flows to increase the visibility of your responses, get in touch with us through the email link below.

Gathering feedback & responses has never been easier!

Office 365 gives you the tools you need for easy set up, collection and insights.

We can teach you and your staff how to set up a Form and Flow to help you achieve great results!