Microsoft Forms: One of the Handiest Freebies in Microsoft 365

Microsoft 365 is one of the most popular cloud platforms in the world, with about 345 million paid seats and Microsoft Forms is available as a freebie. Microsoft cloud tools numbers were up 32% in Q3 2022 compared to the previous year.

One of the reasons for its continued growth is the suite of cloud tools offered in the service. Users get over 20 different apps, including the core MS Office suite.

With so many different apps, it’s not uncommon for some to go unused. Companies may not even know they have access to these other helpful tools. Microsoft Forms is one of the handiest apps you get with a Microsoft 365 subscription.

Forms make it easy, from sending year-end customer surveys to assessing change readiness. This online survey and form-building tool have a lot to offer organisations. And if you have a subscription to Microsoft 365, then you already get Forms included for free.

What Is Microsoft Forms?

Microsoft Forms is a drag-and-drop form, quiz, and survey creator. It’s simple to use and lets you send surveys via a link. Recipients can fill out their forms online from any device.

Once recipients fill out the survey, the results come into the software instantly. You can see the collated results charted in the software. You can also export the results to Excel.

How to Get Started in Forms:

Visit Forms.office.com and log into your Microsoft account.
Choose “New Form” or “New Quiz: from the top menu

OR you can choose to explore the built-in templates

Click “Add New” to add a new form field. You can choose from field types:
Choice (i.e., multiple-choice question)
Text
Rating
Date
Ranking
Likert (a scale that records attitudes/opinions about a topic)
Net Promoter Score® (a scale from “not likely” to “extremely likely”)
Section (separator that can include a title and image)
Enter your questions.
Once finished, click “Send” at the top. You can distribute the survey using the following options:
Link to a web form
Email
QR code
Embed in a web page
Via Facebook or Twitter
View responses on the “Responses” tab

Image from Microsoft

How to lock down a form once live

It’s important to be able to lock down a live form to avoid changes disrupting your reports. You can check out our article to learn how to lock down Microsoft Forms.

Advantages of Using Microsoft Forms

It’s Included in Microsoft 365 Subscriptions

If you already subscribe to Microsoft 365, using Forms makes sense. It can save you money if you’re using a separate survey tool, like Survey Monkey. It’s easily accessible by signing in with your Microsoft account.

It Saves Time

Sending a survey by email is time-consuming. You have to worry about emails bouncing due to an attachment. It would be best if you also spent time collating all the results as they come in.

Using MS Forms can save you much time. People don’t need to download anything or open an email file attachment. They follow your link and fill out the form online. As soon as they fill out the survey, you get the result. Forms also collate all the answers for you.

Get Charted Results Automatically

You can quickly see the results of the survey in meaningful graphs. Forms make it simple to export to Excel if you want to upload the survey results to another platform.

On the “Responses” tab, you can hover over the result graphs to see the details.

Image from ocmsolution.com

It’s Easy to Use

There’s a shallow learning curve with Microsoft Forms. The interface is intuitive and simple, so everyone can jump in and use it.

What Are Some Ways You Can Leverage Microsoft Forms?

Annual Customer Satisfaction Survey

Using a web-based survey can increase your response rate from customers. They can complete your satisfaction survey from any device, making it quick and easy.

You can see results instantly. Then, chart them to gain insights into what your business is doing right and what you can improve upon.

Employee Security Awareness Quiz

Send a security awareness quiz to your employees using Forms. It can be easily integrated into your cybersecurity awareness training. The platform also tells you the average response time per person.

Change Readiness Survey

Change management is a growing focus of many organisations. This is due to the speed of technology-driven transitions. You can use Forms to improve user readiness for change adoption. Create and send out a change readiness survey to affected groups.

Event Registrations

Are you hosting an event? You can quickly gather registration details. Send out a Forms link via QR code, social media, text, or email.

Volunteer Registration Form

Embed an MS Forms registration form on your web page to sign up volunteers. The platform will automatically collate different talents or other volunteer information. This helps you better match people’s talents to your needs.

And More

You’ll find more ideas from the Forms templates. Such as:

Competitive analysis study
Post-event feedback survey
Office facility request form
Employee satisfaction survey
Product pricing survey
Food catering request form
Save the date form
Course enrollment form

Would You Like to Get More Out of Microsoft 365?

Your company may be leaving some value on the table with M365. Call us today to learn more about our Microsoft 365 support services. You might also like to read about Microsoft Virtual appointments.

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