In today’s dynamic business environment, the ability to collect and analyze data efficiently is essential for making informed decisions. A standout tool within the applications of Microsoft 365 is Microsoft Forms, ideal for creating forms and surveys quickly, intuitively, and from any mobile device or web browser.
In this article, you will learn how to create forms and surveys with Microsoft Forms, and how to make the most of its features.
What is Microsoft Forms and what is it used for?
Microsoft Forms is a Microsoft 365 application that allows businesses, educational institutions, and individual users to create forms, surveys, and quizzes with ease. With this tool, you can collect data, obtain statistics, and improve internal processes, whether to evaluate teams, gather requests, or conduct satisfaction surveys.
By signing in to Microsoft with your Hotmail, Live, or Outlook.com account, you can access Forms directly through the portal.
How to create forms and surveys with Microsoft Forms step by step
Access Microsoft Forms
- Go to portal.office.com
- Sign in to Microsoft with your work or school account.
- In the upper‑right corner, click the app launcher and select Forms. If you don’t see it, click “More apps”.
Explore form templates
Microsoft offers a gallery of pre‑designed templates that you can use as a base for your form, ideal for those who want to get started quickly without creating one from scratch.
Customization of questions and design
Once you have created your form, you can easily customize it:
- Add questions: text, multiple choice, date, star rating, among others.
- Upload files: allows the user to attach documents or images.
- Change template: you can modify the design from the left sidebar.
- Preview: check how your form will look before publishing it.
Collect responses and analyze results
Once the form is completed:
- Generate a URL to share via email or the web.
- Share files and forms with your team using links or QR codes.
- View responses in real time, with charts and visual data.
- Use the built‑in analytics to evaluate trends and results automatically.
You can also export the data to Excel for more advanced analysis.
Integration with other Microsoft 365 applications
Microsoft Forms integrates with Teams, Excel, OneNote, and SharePoint Online, allowing you to:
- Automate workflows.
- Receive notifications in Teams when someone responds.
- Share forms in document libraries or internal sites.
This integration makes Microsoft Forms a valuable tool within Microsoft 365 for business.
Microsoft Forms for the education sector
If you use Office 365 Education, you can create interactive quizzes with automatic scoring. Some key advantages include:
- It allows you to validate the correct answer in closed-ended questions.
- It makes student assessment easier with visual forms.
- It can be used in combination with Dynamics 365 Customer Voice for more advanced surveys.
Security and storage
All the files and folders generated by Forms and stored in OneDrive are protected under Microsoft’s privacy and security policies. The data is hosted in the cloud, allowing you to access it from anywhere.
Forms is included in your Microsoft 365 subscription—whether personal, family, or business—and it uses the same storage space (for example, 100 GB or more in OneDrive, depending on your plan).
ABD, your partner in business productivity
Knowing how to create forms and surveys with Microsoft Forms can transform the way you collect and analyze data within your organization. It’s a simple, powerful tool that integrates seamlessly with the Microsoft ecosystem.
At ABD Consulting and IT Solutions, as certified Microsoft partners, we help you implement and make the most of tools such as Microsoft Forms, Power Platform, and the entire Microsoft 365 ecosystem.
- We support you from training to integration and technical assistance.
- We adapt Microsoft Forms to your processes so you can collect meaningful information and make better decisions.
Ready to transform your data collection processes? Contact us and boost your organization’s efficiency with our solutions.