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Getting Started With Microsoft Forms

Do you know that there’s an easy way to receive instant feedback from your employees and clients? Keep reading to discover how you can start making the most of this Microsoft tool to engage both your team and your customer base.

Although the demand for cloud-based productivity suites is now at an all-time high, there’s one tool that’s often overlooked by many organizations-Microsoft Forms. Contrary to what many business leaders might believe, Microsoft Forms is much more than a simple survey tool.

Watch our latest video on Microsoft Forms to get started:

YouTube video
When properly used, Microsoft Forms can perform everything from data recording to arranging quizzes and workflows. But how do you actually get started with Forms? Before we run through the steps for crafting your own Form, let’s first start with a bit of background.

What Are Forms?

Microsoft Forms is an app in the Microsoft 365 suite that allows users to create forms, collect responses in real-time, and use automated charts to visualize the data. These forms can be used for internal and external questionnaires, getting feedback about your products or services, or simply gathering data on tasks, projects, and campaigns.

Microsoft Forms can be created in just a few minutes and don’t require any training. The Forms can be filled out on any browser, meaning respondents don’t have to install the app on their devices.

Which Microsoft 365 Plans Include Forms? Microsoft Forms is available to businesses with the following Microsoft 365 plans:

  • Microsoft 365 Business Essentials.
  • Microsoft 365 Enterprise E1, E3, E5.
  • Microsoft 365 Business Premium.
  • Microsoft 365 Enterprise E4 for businesses that had bought this plan before Microsoft retired it.

Users with personal Microsoft accounts can also access Forms.

How Do You Craft a Form?

Step 1: The very first step when building your own Form is opening your browser and visiting

Step 2: To begin working with Microsoft Forms, you need to log into your Microsoft account. In case you don’t have an account, you can create a new one.

Step 3: You should see the My Forms icon once you’ve logged into your account. You then need to select New Form to begin crafting a form that is tailored to your specific needs.

Step 4: You’ll then need to name your Form. You also have an option to add a subtitle and a few other details as well. While a subtitle isn’t mandatory, it might help your respondents have a clearer understanding of the survey’s purpose. However, we recommend keeping these fields (name and subtitle) very brief and concise.

Step 5: At this point, you can include questions in your Form by clicking on the Add Questions button. You can choose from a variety of question formats, including Choice, Text, Rating, or Date.

Step 6: Once you’ve set up all the questions in your Form, it’s advisable to view how it will appear to respondents. You need to ensure it looks just how you intended and that everything works properly. To see how it will appear on a computer, simply click on the Preview button at the top.

Step 7: It’s highly unlikely that your entire target audience will respond to your form using desktop browsers. That means you also have to check how it will look on a mobile device. It’s also important to make sure it doesn’t get fractured or isn’t limited when viewed on smartphones tablets. Click on the Mobile button to see how your form will look on a mobile device.

Step 8: Once you’re confident that everything looks and works as it should, the final step is submitting it and starting the sharing process with a simple link or various other ways.

Looking for the Most Reliable Microsoft Solutions Provider In Colorado?

Our Microsoft 365 specialists at Colorado Computer Support are eager to help you leverage Forms to connect and engage with your staff and clients.

Contact Us Now to schedule your initial Forms consultation.

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