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How to Use Microsoft Forms at Work

BY xsfu4
July 14, 2025•
Public
Private
4333 views

Video Summary: 3 Ways to Use Microsoft Forms at Work

Objective

Brief overview and practical guide on three main ways to utilize Microsoft Forms in a professional setting, suitable for both corporate jobs and entrepreneurs/business owners.

Key Points

Introduction: Why Use Microsoft Forms?

  • Purpose: Structured data collection and analysis (customers, team, employees, etc.)
  • Benefits:
    • Easy data collection
    • Recent feature updates (including AI-powered tools)
    • Suitable for both internal and external data gathering

FAQ

  • Can Forms collect data from externals? Yes, easy sharing with people outside the organization.
  • Do you need a paid account? No, a free version exists, but with response limits; Microsoft 365 or Education accounts allow up to 5 million responses per survey.
  • Data export: Download as CSV; analyze in Excel or Power BI.

1. Surveys

  • Usage: Gather info for HR (employee satisfaction, event planning), customer feedback, project reviews, etc.
  • Getting Started:
    1. Go to forms.office.com, login, click "New Form".
    2. Use templates (View All for categories).
  • Features:
    • Pre-populated questions/answers from templates.
    • AI suggestions for additional/related questions.
    • Easy customization of questions and options.
    • Style customization (backgrounds, layouts, background music).
    • Access settings for audience (internal/external), response collection windows, custom thank-you messages.
    • AI-generated form descriptions to encourage completion.
  • Sharing:
    • URL link (with shortening option)
    • Outlook, Teams, QR code, or embedded on websites.
  • Response Analysis:
    • Built-in AI identifies patterns/insights in response data.
    • Visual summary of results.

2. Quizzes

  • Usage: Team training/assessment, recruitment testing (including timed tests).
  • Getting Started:
    1. Click "New Quiz" or use Quick Import (from Word).
    2. Customize questions (text, multiple-choice, image upload, etc.), assign points.
  • Features:
    • Set quiz duration/timer; auto-submit after time expires.
    • Choose who can respond (internal or external).
  • Response Handling:
    • Review and grade answers; manual review for text answers.
    • Switch between viewing by respondent ("People") or by question ("Questions").
    • Compare responses for consistency and fairness.

3. Polls

  • Usage: Quick feedback in Microsoft Teams (chat, posts, meetings).
  • How-To:
    1. In Teams, click "New Conversation". Locate "Polls" via "More Options" or "More Apps".
    2. Set up the question and answers.
  • Features:
    • Option to record responder names.
    • Results can be shared or kept private.
    • Real-time display of aggregated results.
  • Note on Teams Polls App:
    • "Polls" app is replacing the "Forms" app within Teams for polls functionality.
    • No worries about data loss; previous poll data will be synced to "Polls".
    • "Forms" app will focus on enhanced survey experience in Teams.

Conclusion

  • Summary: Microsoft Forms is an essential tool for:
    1. Surveys: Gathering structured feedback/data to inform next steps.
    2. Quizzes: Assessing and training personnel, or evaluating candidates.
    3. Polls: Collecting real-time actionable feedback in Teams.
  • Call to Action: Engage viewers to share which form type they’ll use next—survey, quiz, or poll.

Actionable Steps

  1. Choose your business scenario (survey, quiz, poll).
  2. Navigate to Microsoft Forms or Microsoft Teams for setup.
  3. Use templates/AI suggestions for faster form creation.
  4. Customize distribution and response analysis as needed.

Thank you for engaging! Which Microsoft Form will you create next? (Survey, Quiz, or Poll)

    How to Use Microsoft Forms at Work