Using Microsoft Forms to Optimize Communication & Information Sharing in Your Organization

More and more of our clients are coming to us with questions about optimizing and simplifying remote operations. We always recommend the Microsoft applications that our clients know and love, but our latest obsession is a less-known Microsoft 365 app called Microsoft Forms.

Why Microsoft Forms Will be Your New Favourite Microsoft 365 App

This year has left many professional teams trying to adapt to remote operations. The demand for Cloud-based collaboration and communication tools has truly reached an all-time high. More and more of our clients have been testing the waters of virtual work. Many of them have been doing so by mobilizing the Cloud version of Microsoft applications like Word, Excel, Powerpoint, and more through a consolidated virtual platform on Microsoft Teams.

As a team of experienced IT providers, we never hesitate to recommend Microsoft solutions to our clients – no matter the business environment. This is because, for most professionals, Microsoft is familiar and comfortable while still packing the powerful productivity punch that professionals need in times of change and uncertainty.

However, in our recent conversations with clients, we’ve realized a beneficial Microsoft application that many professionals don’t even know about. Microsoft Forms is a powerful application that can help organizations survey clients and colleagues, collect relevant data, and gain critical insights into various business projects and processes.

However, from our experience, Microsoft Forms is often overlooked by busy professionals. In fact, many of the professionals we recommend it to had no idea it even existed! We want to change that and help business teams of all shapes and sizes come to realize how Microsoft Forms can help them streamline a more connected and data-driven workplace.

Here are All the Useful Things You Can Do With Microsoft Forms

Microsoft Forms is a Microsoft 365 application that allows you to create fillable forms quickly, collect responses in realtime, and visualize data using automatic charts. This means that you can create a poll, survey, or quiz that respondents can fill out within a few minutes and without any training. Even better? Any form you create can be filled out by respondents using any browser, meaning you don’t have to install any applications locally.

You might be wondering, what are the different ways I might use Microsoft Forms within my organization? Worry not. We’ve broken down the three different kinds of forms you might create with Microsoft Forms – surveys, polls, and quizzes – and provided some suggestions of how your team might make use of each.

Here are some reasons you might create a survey using Microsoft Forms:

Identifying potential new customers
Identifying new business opportunities
Collecting key insights from your customers to learn more about them
Conducting market research
Examining the effectiveness of current or potential business opportunities
Getting the opinions of your team members or stakeholders

Here are some reasons you might create a poll using Microsoft Forms:

- Generating free feedback on products or services
- Increasing website traffic and interaction
- Increasing understanding of your consumer base and target market
- Identifying team opportunities and challenges
- Increasing team or consumer engagement
- Gauging availability for team meetings and business events

Here are some reasons you might create a quiz using Microsoft Forms:

- Increasing email subscribers
- Checking in with employees to test knowledge and awareness
- Generating case-study resources
- Creating educational marketing campaigns
- Instigating lead generation and conversion
- Implementing fun incentives for your team or consumers

Your 10-Step Guide for Getting Started with Microsoft Teams

Now that you have an idea of what Microsoft Teams is and the endless ways you might make use of it, let’s do a little crash course on how to get started using the app immediately. The more you familiarize yourself with the application, the easier time you’ll have to mobilize it. However, you see fit.

Here are quick and simple 10-step instructions for getting started with Microsoft Forms:

First, head to the Microsoft Forms homepage at www.forms.microsoft.com (Note that if you are already working within Microsoft Teams, you can find Forms on the Apps page or search for it in The Command Box).
If you’re launching directly from the Forms home page, start by logging in. Once you’ve logged in, the Welcome Screen will appear – once you dismiss this page, you’ll end up on the ‘My Forms’ homepage.
Keep in mind that Forms are not connected to specific groups, Teams, or Channels. They are entirely user-oriented, and each user’s page is focused on their forms only.
To create a new form, click the ‘New Form’ option. You can then give the form a name and a brief description.
Then, to add questions to your form, click the ‘Add Question’ option.
You can then choose the type of questions – and thus, the type of form you want to create. You can choose from multiple-choice, text, or date-style questions, and other options include Likert scales, file uploads, or net promoter scores.
After you’ve selected the kind of questions and finalized each question’s details, click ‘Preview’ at the top of the design window. This will enable you to see what the form will look like on-screen for your respondents.
You may wish to test your form. To do this, key in sample answers for the preview mode questions and select ‘Submit’ to ensure it’s working properly.
If you want to see how your form will look on a mobile device, click ‘Mobile.’
Finally, once you’re done previewing and you’re satisfied with your form, click ‘Back’ to wait for and view results as they start rolling in.

A Team of IT Professionals Can Help You Get the Most Out of Microsoft Forms

We’ve done our best to break down the basics and fill you in on everything you need to know about the Microsoft Teams app. However, it’s sometimes a good idea to call in back-up when it comes to getting the hang of a new application.

If you’re looking for some additional support to help you mobilize, integrate, and optimize your use of Microsoft Forms, reach out to a team of IT professionals who specialize in Microsoft solutions. The right team of professionals will help you position the app for optimal performance and data-driven strategy.

Need a hand optimizing Microsoft Forms for your organization? We speak Microsoft! Give us a call anytime at (866) 339-0959, drop us a line at info@menark.com, or visit our website at www.menark.com to chat with a live agent and book a consultation.