Learn to create surveys, quizzes, and how to customize forms to gather the information you need. See how Power Automate integrates with Forms to trigger emails, notifications, Planner tasks, and adding responses to SharePoint lists.
Target Student
This course is for individuals who need to gather information from surveys or assess someone’s knowledge of a subject. It is also for an individual who needs to work with the responses.
Prerequisites
Basic Windows, keyboarding and mouse skills. Some knowledge of Excel may be helpful.
Course Outline
INTRODUCTION
Microsoft Forms
- Create surveys, and quizzes
Forms homepage
- See My forms
- Shared with me forms
- Group forms
- Search forms
- Recycle bin
USING FORMS
Create a survey, or a quiz
- Customize survey title, description, image
Add questions
- Up to seven different types of questions
Question options
- Explore all the ways to customize every question
- Add points for quiz questions
Create Sections
- Break your forms into sections
- Customize each section with a title, description, and image
Add a theme to your form
- Customize the form with a, suggested theme, built-in theme, or a custom Theme
Preview your form
- See how your form looks on a computer or a mobile device
Form options
- Branching
- Settings
Share your form
- Choose who you want to share with
- Choose how you want to share
- Collaborate with colleagues on a form
View responses
- See all the responses in a dashboard format
- View individual question responses
- View individual survey responses
Open Excel workbook with all the responses
- Use Excels data analysis tools to analyze all the responses
Posting Surveys and quizzes
- Post your forms in Teams
- Post your forms in Yammer
- Add your forms to a SharePoint page
Collect Form data directly in Excel
- Create workbook
- Start Forms from Excel
- Automatically downloads data into excel
- Use VLOOKUP, and any other Excel tools to analyze the data
Collect responses to a form directly inside Teams
- Custom tabs
Use Forms to create requests
USING FLOW AND FORMS
Notify a Team when a request is submitted
- Use Forms trigger in Flow
- Use Get response trigger loop through responses
- Post message in Teams
Trigger an email alert when responses are submitted
- Create Flow from blank
- Use Forms and Outlook connectors and triggers to send an email to a specific person
Create a Planner task when request is submitted
- Create a plan, or use an existing plan
- Create Flow from blank
- Connect Flow to plan
- Create a task
Add Form responses to SharePoint list
- Create Flow from blank
- Use Forms and SharePoint connectors and triggers to post response to existing SharePoint list
