Course description
Learn to create surveys, quizzes, and customise forms to gather the necessary information. See how Power Automate integrates with Forms to trigger emails, notifications, Planner tasks, and adding responses to SharePoint lists.
Upcoming start dates
Suitability - Who should attend?
Who is this for?
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.
Please note that we require a minimum of three delegates to enrol. Don’t worry, we will keep you informed throughout the booking process and will add you to the waiting list once you contact us. We appreciate your interest and we’ll be in touch soon!
Prerequisites
Basic Windows, keyboard, and mouse skills. Some knowledge of Excel may be helpful.
Training Course Content
Introduction
Microsoft Forms
- Create surveys and quizzes
Forms homepage
- See My forms
- Shared with me forms
- Group forms
- Search forms
- Recycle bin
Add a theme to your form
- Customise 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 amobile device
- Form options
- Branching
- Settings
Using Forms
Create a survey or a quiz
- Customise survey title, description and images
Add questions
- Up to seven different types of questions
Question options
- Explore all the ways to customise everyquestion
- Add points for quiz questions
Create Sections
- Break your forms into sections
- Customise each section with a title,description, and image
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 analyse allthe 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 XLOOKUP, and any other Excel tools toanalyse the data
Collect responses to a form directly inside
- Teams
- Custom tabs
Use Forms to create requests
Using Flows and Forms
Notify a Team when a request is submitted
- Use Forms trigger in Flow
- Use Get Response trigger loop throughresponses
- Post messages in Teams
Trigger an email alert when responses aresubmitted
- Create Flow from blank
- Use Forms and Outlook connectors andtriggers to send an email to a specific person
Create a Planner task when a request issubmitted
- Create a plan, or use an existing plan
- Create Flow from blank
- Connect Flow to plan
- Create a task
Add Form responses to SharePoint lists
- Create Flow from blank
- Use Forms and SharePoint connectors andtriggers to post responses to existingSharePoint list
Reviews
Average rating 5
I thoroughly enjoyed the course which gave an insight into a new topic although felt that perhaps the section on 'Branching' could be strengthened a little.
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Imagine Training
Welcome to Imagine Training, empowering businesses through comprehensive Microsoft 365 training with a particular emphasis on Excel Training. As we navigate through the rapidly evolving digital age, our mission is to ensure your organisation not only keeps pace but excels....
Very enlightening and will be valuable to my job