Information Management
Foundation

Mastering Microsoft Forms

Microsoft Forms helps you create surveys, quizzes and polls to collect and analyze data quickly and efficiently. Learn how to design professional forms, share them securely, and interpret responses for actionable insights.

Delivery
7 hours
Delivery
Live online · English or French
Price
C$399

Per participant. Prices exclude HST and GST.

Mastering Microsoft Forms course illustration

What you'll walk away with

  • Create professional forms, quizzes and polls for various purposes
  • Collect and analyze responses using built-in tools
  • Share forms securely and manage permissions for different audiences

Course objectives

  • Understand Microsoft Forms and its role in Microsoft 365
  • Create and customize forms with different question types
  • Apply themes, branding and branching logic for personalized experiences
  • Share forms via links, QR codes and embedding
  • View responses, summary charts and export data to Excel
  • Connect Forms with Teams, SharePoint and Power Automate

Course outline

1

Unit 1: Introduction to Microsoft Forms

  • Overview of Microsoft Forms and its role in Microsoft 365
  • Types of forms: surveys, quizzes, polls and navigation of the interface
2

Unit 2: Creating and Customizing Forms

  • Add and format questions
  • Use different question types (choice, text, rating, etc.)
  • Apply themes and branding
3

Unit 3: Advanced Features

  • Use branching logic for personalized experiences
  • Add images, videos and rich media
  • Configure quiz settings and automatic grading
4

Unit 4: Sharing and Collaboration

  • Share forms via links, QR codes and embedding
  • Manage permissions and audience settings
  • Collaborate with team members
5

Unit 5: Analyzing and Exporting Data

  • View responses and summary charts
  • Export data to Excel for deeper analysis
  • Use insights for decision-making
6

Unit 6: Integration and Best Practices

  • Connect Forms with Teams, SharePoint and Power Automate
  • Tips for effective form design and data security

Want this course for your team?

I deliver every session personally, 100% live online, in a full day or two half days — in English or French.