Microsoft Forms is a great tool included as a part of Office 365 which allow you to create a survey or quiz in just a few clicks.

You can share a created survey with your colleagues via email or published in SharePoint or in Teams.

Start to work with Microsoft Forms

First of all the name of this Office 365 App could be a little confusing. Forms is not a tool dedicated for designing the application front end forms or replacement for your InfoPath forms. Microsoft Forms is the application that allows you to create surveys for your internal or external projects.

The biggest values of the Forms app are:

  • super fast and easy creation of surveys
  • mobile-ready user interface
  • gathering all answers in Excel file
  • native integration with SharePoint and Teams

If you are a user of Office 365 sooner or later you will need to gather feedback from your colleagues or review the project. Microsoft Forms will be the best tool to address these needs.

Create the survey

You will find the Forms app in every Office 365 subscriptions. Just open office.com site.

In the next step, you will be able to choose between creation of the survey New Form button and New Quiz.

New Quiz gives you possibility to create the survey where user need choose between correct and incorrect answers. It could be great solution for post training exam or test.

Form structure is quite simple. The form consists of:

  • Title section
    • Optional subtitle description
    • Optional picture assigned to a title
  • Questions which contains:
    • Title
    • Optional Subtitle description
    • Optional picture assigned to a title

I recommend attaching pictures to the form. It will improve the readability of the form to the end user.

The last basic step is to start the creation of the survey question. Do that by choosing the Add question button.


Add questions to the survey

Build the survey by adding questions to it. Forms offer a different type of questions.

User interface is not perfect in this part of the app. To display all available question types you need to choose *** button.

Check what options you to build your survey

Choice question

Text question

Rating question

Date question

Ranking question

Likert question

Net Promoter Score question

Branching

One of the greatest features you can find in Forms is branching. You can include an additional business logic into your form. Based on answers given by the user you can create a planned path that user should follow in the survey.

It is great to use this solution to add additional open question for the negative answers given by user.

To set up the branching open *** button and then choose Branching.

For each question, you can set up branching.

Publish and share your survey

Finally, when you will create your survey you can publish it and share it with your colleagues using Office 365 or external users.

In the form Settings, you can configure the way how the form will behave.

 

In the end, you can just Share it using a link or email message. On this screen, you will also be able to generate the link for the template generated from a created form and for the edition.

 

Just try it!

If you are wondering how a created form looks like just try it.

 

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Hi, my name is Szymon Bochniak. I'm working as Office 365 Delivery Manager focused on business processes that help the organization in digital transformations. The main goal of my daily work is to improve business productivity using Office 365 platform thanks to the Adoption of Cloud Apps.

6 Thoughts on “How to create survey in Office 365”

  • Hi, thank you so much for this extremely informative presentation. Question – is there a way to auto-extract the link to specific result? I need to send an email notification to managers that quiz was submitted by specific employee. Thank you so much.

    • Hi Elizabeth, there’s no one-click solution for that scenario, but you can use Power Automate to copy results to SharePoint list. At the same Flow you can get the manager and author and sent the email to right people. Technicly it possible, but you will need to develop this functionality in Power Automate.

  • Is it possible to create a Time Off Request Form that our field employees can access, fill out and submit right from their phones? Basic information:
    Employee Name and date
    start date (drop down calendar)
    end date (drop down calendar)
    total days (spinner)
    reason code (drop down of 3 listed options)
    Employee Signature and date.
    Am I hoping for too much here?

    • Hi Stephanie,
      Yes, you can use Form to address such form.
      What you have to consider:
      – do field users have Office 365 licenses? If yes, they will need to login to fill the form. You will authorize them this way. If no, then your form will need to be put their name in the text field. There is a risk in such a solution.
      – signature – there’s no solution to materialize signature via mobile phone. The only way is to use authorization as a signature solution

      Forms work very well via a mobile device so you are good to go with it 😉

    • Hello jet,
      it depends what you mean by that. If you want to use some data about students in the dropdown menu, there’s no problem to use it during creation of the form, but if you would like to have personalized questions based on logged user than you will need to use SharePoint or PowerApps to get that.

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