Getting Started With Microsoft Forms

Forms is an application that facilitates collaboration between colleagues. One of the lesser-known applications in Microsoft Office 365, Forms, is used to collect information. Microsoft Forms allows you to create surveys, quizzes, questionnaires, feedback forms, polls, registration forms, and event signup sheets. Forms is simple and easy to use.

Forms allows you to invite others to edit and respond to your form. Once you create a form and share it, Microsoft Forms tracks responses as they come in and provides you with real-time results. Its built-in analytics also helps you to evaluate responses. Form data can be viewed online or be easily exported to Microsoft Excel for additional grading and analysis.

Check out our latest video to learn more about Microsoft Forms:

Forms are typically used in the business environment to collect client feedback, conduct company surveys, and organize business events.

Who Can Use Microsoft Forms?

Microsoft Forms was originally only available to Office 365 Education customers; however, Microsoft has since rolled out Microsoft Forms to Office 365 business customers. The following commercial office plans allow you to use Forms: Microsoft 365 Business Basic, Microsoft 365 Business Premium, Microsoft 365 Business Standard, Microsoft 365 Apps for business, and Microsoft 365 Enterprise E3, E1, and E5 plans. Forms is also available for users with personal Microsoft accounts.

How Can You Access Microsoft Forms? Microsoft Forms can be accessed using most mobile and desktop browsers. This allows recipients to respond to your survey or quiz without downloading the app. To access Microsoft Forms:

  • Sign in to your Microsoft account using your username and password.
  • Once you get to the homepage, on the upper left corner, click on the App launcher, and select Forms.

How Do You Create a Form? Once on the app, you’ll be presented with the Forms homepage. To get started on creating a form, follow these steps:

  1. Click on New Form.
  2. Enter a name for your form. You can also enter an optional subtitle for your form.
  3. Click Add Question to add a new question to the form. Choose from Choice, Rating, Text, or Date questions.

Your forms are automatically saved as you create them. You can make up to 200 forms, and each one can receive up to 50,000 responses.

How Do You Share a Form? You can preview your form by clicking on the preview button. Once you are satisfied with it, click Share to send it to others. Choose how you’d like to share your form, either via a QR code link, a link, or through email.

How Do You Share a Form to Collaborate? Forms also allows you to have multiple co-authors for your form to help you design it and analyze responses. This feature is only available for Microsoft 365 Apps for business and Office 365 Education customers.

To share a form to collaborate, follow these steps:

  • Open the form you’d like to share to collaborate.
  • Click Share.
  • On the Share pane under Share to collaborate, select  Get a link to view and edit.
  • Select collaboration permissions.
  • On the Share pane, select Copy next to the text box that displays the link.
  • Paste the link wherever your co-authors can access it.

How Do You View Responses? To view responses from a form:

  • Select the form you’d like to review.
  • Select the responses tab.
  • To export your responses, click Open in Excel.

Forms make it easy for you to collect and analyze data. Tied with other Microsoft applications such as SharePoint, PowerApps, and Flow, you can develop solutions for collecting information.

Ready to Leverage the Power of Microsoft Forms and Grow Your Business?

At Radius Executive IT Solutions, we offer experience and expertise in providing Microsoft solutions to New England and Boston businesses.

Consult with us today, or call us on (978) 528-0110 to learn more about how Microsoft Forms can help grow your business.

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