How to Use Microsoft Forms – A Beginner’s Guide

If you’re looking for an easy way to create different types of surveys, invitations, or registrations and sign-ups, you might be interested in learning more about Microsoft Forms. A versatile and user-friendly tool in Microsoft 365 that allows users to easily create forms, quizzes, and more. This beginner’s guide will walk you through the process of accessing, creating, and managing forms, as well as integrating them with other Microsoft applications to streamline workflows.

Microsoft Forms – A Beginner’s Guide

Key conclusions:

Microsoft Forms is part of Microsoft 365 and is used to create forms, quizzes, and surveys.
Access Microsoft Forms through office.com using your Microsoft 365 account.
Create new forms or quizzes using templates and add titles and descriptions to provide context.
Various question types are available including: choice, text, rating, date, and more.
Preview forms on different devices and apply themes for visual appeal.
Set response options and share forms via links, emails, QR codes, or embeddable codes.
Collaborate in real time and share forms as templates.
Configure settings for response options, start/end dates, and multiple language support.
Integrate forms with other Microsoft apps like PowerPoint, Excel, and Teams.
Microsoft Forms streamlines data collection and collaboration across the Microsoft 365 ecosystem.

Introduction to Microsoft Forms

To get started with Microsoft Forms, you need a Microsoft 365 account. Once you have created your account, follow these steps to access the app:

1. Visit office.com and sign in using your Microsoft 365 account credentials
2. Go to the Forms app in Microsoft 365

The Microsoft Forms interface is designed to be intuitive and user-friendly. Its clear layout allows you to quickly find the tools and features you need.

Creating your first form

To create a new form, click on “New Form” or “New Quiz” depending on your requirements. Microsoft Forms offers a variety of templates to help you get started quickly, or you can choose to build a form from scratch.

Add title and description: Provide a clear and concise title and description of the form to help respondents understand its purpose.
Select question type: Microsoft Forms supports a range of question types, including multiple choice, text, rating, date, ranking, Likert scale, file upload, and Net Promoter Score (NPS). You can also use AI-powered suggestions to generate relevant questions, saving you time and effort.
Customize your questions: Enhance your questions by adding images, allowing multiple answers, and marking fields as required. Advanced options like branching and constraints help you customize your form to your specific needs.

Before you share your form with your respondents, be sure to preview it on different devices to make sure it looks and works as intended. You can also apply themes to enhance the visual appeal of your form, or even add background music for a more engaging experience.

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Collecting and analyzing responses

Once your form is ready, you can configure response options to determine who can submit responses, whether they are inside or outside your organization. Share your form via direct links, email invites, QR codes, or embed it on a website.

As responses come in, you can review and analyze data directly in Microsoft Forms. The app provides real-time summary information and visualizations to help you quickly understand insights. For more detailed analysis, export response data to Excel.

Cooperation and integration

Microsoft Forms supports collaboration, allowing you to collaborate with colleagues to create and analyze forms in real time. You can also share your forms as templates, allowing others to use them as a starting point for their own projects.

One of the key benefits of Microsoft Forms is its seamless integration with other Microsoft applications. For example:

Embedding forms in PowerPoint: Create interactive presentations by embedding forms directly into PowerPoint slides.
Analyze data in Excel: Export form responses to Excel for more advanced data analysis and visualization.
Collaboration in teams: Integrate Forms with Microsoft Teams to create and share forms in team channels.

Customization and accessibility

Microsoft Forms offers a range of settings and customization options to help you tailor your forms to your specific needs. Set start and end dates for when your form is available, display progress bars, and customize thank-you messages for respondents. The app also supports multilingual options, making your forms accessible to a wider audience.

By exploring the features and capabilities of Microsoft Forms, you can streamline data collection processes, improve collaboration, and gain valuable insights from your target audience. With a user-friendly interface and tight integration with the Microsoft 365 ecosystem, Microsoft Forms is a powerful tool for businesses, educators, and individuals. If you need more information on how to use Microsoft Forms, go to the official Microsoft website.

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