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How can you easily create a survey to gather information from customers,
clients, or even fellow employees? One solution is to use Microsoft Forms.
Hi, I'm Dawn Bjork, The Software Pro. In this training,
we'll look at how to create a survey in Microsoft Forms.
Microsoft Forms is an online tool,
which means that you will be working in the cloud and you will connect to
Microsoft Forms using your Microsoft 365 login.
And if you have a Microsoft personal account, such as Hotmail, Live,
or Outlook.com, you can use Microsoft Forms as well.
You can also take advantage of Forms to add a form, such as a poll,
from within Microsoft Teams. Check out our recent video to learn more.
Let's look at how to create a simple survey in Microsoft Forms.
I've logged into forms.microsoft.com using my
Microsoft 365 account.
You can also find it from the Microsoft 365 waffle in the upper-left
corner.
And here you can find Forms among the other Microsoft 365
applications here. I'll choose New Form. As Forms evolves,
you may see other options, including templates and examples.
A survey might include multiple questions with different types of entries.
For this, I want to survey our team on their favorite desserts. First,
I'll add a main heading and description. Optionally,
you can add an image. The source could be Bing, OneDrive,
or you can upload from your computer. For this survey,
I've added an image from my computer.
You'll also have the option to add images for each survey question.
Notice as well,
the choices to add alternative text for screen readers and the
choice to delete the image if you'd like to have something different within your
survey. Let's add our question. With Choice,
you provide different options for your respondents,
or you might want them to complete more detailed information with
text. Your survey might have options for ratings.
This can be helpful for products or for a training course.
And there's the date picker as well.
Additional question options are also available.
If you created previous surveys that are similar,
you could also build a survey based upon the structure of those previous
surveys. For this I'll pick Choice. I'll add my question.
What are your favorite desserts?
Here's the option to add an image or even video.
For this specific question,
I'd like to add the option for multiple answers. So we'll turn this on.
Notice that you can also require that certain questions must be
completed.
Start building the options within this question
For more options, simply choose Add an option and you can continue.
Once you build your choices,
the nice thing is your flexibility to either delete that response or to
even move it.
In addition, you can add an "Other" option.
This gives your respondents the chance to add their own content.
Notice as well that I could add other questions to the survey.
For now, I'll leave it to just this one question.
Notice as well up at the top that there are options for
changing the theme. You could add your own images to that.
Here I just might want to change the color and we can preview
what the survey looks like.
It's helpful to also see that you can view it on mobile.
Once you're happy with the survey that you've created, it's time to share it.
Here you determine who can respond. In this case, anyone can respond.
And now how do I want to share it?
Perhaps I want to copy the link and share that link,
or we could create a QR code.
Here we could create the code to embed it in a web
page or send it via email.
Now that I've shared the survey link via email,
it's time to start collecting their responses.
Depending on the purpose of your survey, it may be ongoing,
or you may have a timeframe when you want to gather this information.
From Forms, you'll see when you receive responses.
From this screen, I see that I have four responses.
Forms displays it as a chart.
You can also view the results to see the individual answers
and even open the survey results in Excel.
It's easy to see how Forms can be useful when serving your customers,
employees, and prospects.
How will you leverage the survey feature in Microsoft Forms?
For more tips on being productive with Microsoft 365 or to sign up for my tips
newsletter, visit TheSoftwarePro.com/Tips.
If this training was helpful,
please like this video and subscribe to this channel. This is Dawn Bjork,
The Software Pro. Thanks for watching!
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