The Complete Getting Started Guide for Microsoft Forms

[@HeatherMajors]

This video is a bit different. I know some of you like smaller videos. This one intentionally created with a specific learning style in mind. Some leaners like to have someone step them through a whole process at one time vs. serval small videos. To be inclusive I added this video to the rotation. :)

[@psychokiller9824]

This is indeed a very good video. You could make a quick guide for other category of viewers. You earned a sub!

[@12boxes]

An expertly prepared and delivered guide. Happy so subscribe.

[@HeatherMajors]

@@12boxes Glad you liked the video.

[@zonadaserlipratama4877]

can teachers see students during exams in Microsoft tems and how He does it

[@tonyamonroe6712]

I appreciate this tutorial. I had to create a form for a new boss. I had only created a small survey once a few years ago. This tutotrial helped me ace it.

[@alfonsorodriguezruiz9007]

Thank you! Great lesson to keep learning about Microsoft Forms.

[@HeatherMajors]

Glad you like the lesson. Forms are useful in many ways. I hope you find some great ones for your work.

[@goodwillnetext6230]

This is exactly what I have been looking for. Until now, I didn't think Forms was very powerful. Thank you so much!

[@HeatherMajors]

Glad it was helpful!

[@q3jlp]

Great video!! It provided a great base to my Forms creation journey!

[@HeatherMajors]

Glad it helped! Like to hear the goal of the video was achieved.

[@christianbruneau6717]

Amazing video covering everything we need! Great job!

[@HeatherMajors]

Christian, thank you. I am glad the video helped. Wishing you a wonderful day.

[@janbekaert3180]

Excellent No Nonsense Vid! Straightforward and clear. Cheers!

[@HeatherMajors]

Glad you liked the video.

[@mohsena.s8633]

Thanks, Heather🙂

[@HeatherMajors]

You are so welcome!

[@marjorieriley5746]

Extremely useful, many thanks!

[@HeatherMajors]

You are welcome, glad the video could help you learn today :)

[@urdecisionisurs]

Great video; can this be used to create a on boarding form and can certificates be created for quizzes; thank you

[@HeatherMajors]

Yes you can create an onboarding form with this. However, certificates are not an option in Forms, at least not my work edition, there is a school edition I don't have access to. What you can do is use Power Automate to send Forms Responses to Excel or Lists. Form there you might be able to take that data and then automatically send out a certificate. I have not tried that flow myself but it seems like it could be done.

[@urdecisionisurs]

@@HeatherMajors great idea; thank you very much

[@1lovez1]

Hello, thank you very much, excellent. I have a question, is it possible to import the answers when copying or duplicating the form?

[@HeatherMajors]

Hi, Forms does not have an import function. Making a copy/duplicating the Form is supposed to be used as a way to have a whole separate copy that does not contain or impact the original answers. For example, a coworker wants to use the same Form questions but you don't want their answers to impact your results. I use this feature in what Microsoft calls "unintended use". The only thing that you can do is download the original answers to Excel and manually combine the data if needed.

[@PascaleLyonnais-Gagnon]

very useful, thank you so much!

[@HeatherMajors]

You're welcome! Glad the video was useful for you.

[@raghadnihlawi7812]

Thanks a lot! This video is incredibly helpful. I loved the smooth flow of it and the clear explanations and details. I am wondering if you have any plans for a video that covers features related to Forms quizzes, such as setting correct answers, auto-feedback, quiz settings, grading, and posting grades. Thanks again!

[@HeatherMajors]

I will have to look into the quiz functions to see which ones I have in my tenant. I don't think I have anything that does grading and posting grades, that the educator version right?

[@raghadnihlawi7812]

@@HeatherMajors Yes, we are using the educator version. Thanks.

[@HeatherMajors]

This channel www.youtube.com/@MikeTholfsen tends to show things from the education version. His presentation style is not my favorite, but he does do good research. I think he may also be a Microsoft employee so may have some insights that I am not privy to.

[@raghadnihlawi7812]

@@HeatherMajors Thanks for the suggestions and for your support. I appreciate it. I follow Mike's videos for new updates from Microsoft products. They are helpful.

[@StephanieWhite-nh6he]

Can I use forms for 2 way feedback and add a signature panel? For example I want to send a form to course attendees to check off the content covered, when the forms are returned the trainer needs to initial their responses and sign the document

[@HeatherMajors]

In this video I am showing the basic Forms app and it will not do what you are asking about. There is a pro version, which I don't have access to. But you could check that out to see if paying for an additional license would get you to the desired end result. Please know that Microsoft says Pro is only available on the business E5 license. If you are using a cheaper license or personal account then the standard Forms is all you will have access to.

[@mrfish4572]

Thanks - this is useful. What if I want to send the form to specific customers by name and email? It looks like the only option is anonymous, but that doesnt force the user to fill out their details.

[@HeatherMajors]

Hi, you are correct, when sending a form outside of your organization the only option is Anyone can respond which is automatically anonymous. A lot of the refining features, such as specify by name is only available if sending internally. If by fill out details you mean make sure the put in a name and or email address; the way I get around that is to put those fields on the form and mark them as required. Then the customer will have to give you that data to submit.

[@GabriellePetty-f8j]

Is there a way to auto email/notify responses to other people? I am hoping to use this to manage phone call proformas, phone call queries taken by a certain group of people that need to be managed by another group so to save the first people having to complete a form, copy it to email and then input on a database. Thanks in advance!

[@HeatherMajors]

Hi, you can automate gathering up the Forms responses and send an email to designated people. This will require you to create a Power Automate flow. I show how in one of my older videos but the concept still works. kzbin.info/www/bejne/pGKWhaGDjNSikLM

[@sepideh812003]

This is an excellent video, thank you so much! A question, I have set the setting to "Anyone can response". After filling out the form and right below the thank you note it shows the message "Save and edit later". I don't want this option to be given, is there any way to remove it?

[@HeatherMajors]

So this is fairly new and may have come out after I did this video. Based on a quick test you can turn it on the feature on a form by form basis. But once it is on you cannot turn it back off again.

[@sepideh812003]

@@HeatherMajors Thanks a lot for your fast reply! I made another form from scratch and the same thing happened. I managed to get ride of "edit" part but it still says "Save the response". I was careful not to check any options in the settings that would result in this message.

[@HeatherMajors]

If you did not change a setting and there is none that you can adjust, my next best guess is there is something different in the backend of your site that the admins may control. I know that what I see at work and what I see in my personal account can be very different. Usually it is an admin settings.

[@sepideh812003]

@@HeatherMajors That might be the case. Appreciate your response!

[@SkyeBrown-q3n]

Hi Is it possible to stop colleagues editing or deleting ‘group’ forms please? I cannot find anywhere how to amend permissions!

[@HeatherMajors]

Hi, you cannot amend the permissions on group forms. Microsoft did not create granular controls in that way. When you have a group from anyone who is an owner of the group can also edit it. This is why when I teach this class live, I let folks know they need to have an understanding with the owners of what the rules are. Otherwise, as you message implies, it can quickly become a mess. One thing I did to mitigate this lack of control is create a group just for the Forms I create and put in another owner I trust. This way it limits who can edit but still make sure the forms don't stop working should I leave the company.

[@user-gz5mx2nd5p]

Excellent

[@HeatherMajors]

Thank you! Cheers!

[@reemelmorsy8643]

Love our videos - Thank you

[@HeatherMajors]

What a nice thing to say, thank you.

[@syedabidaliabdi1273]

i need points scoring and right answer choice.. where i get these? i also need to know how to create a quiz which have 15-20 question but all the time when user open this link it display random 10 of them and score accordingly

[@HeatherMajors]

Have you tried checking out the video I did about the quiz features? If not here is a link: kzbin.info/www/bejne/m3aThGeoorWjbNE

[@amittathe1740]

👍 Thanks.

[@HeatherMajors]

You are welcome.

[@Jenskjaerulff]

Nice video. You video shows "collections" - i dont have that function. Why i that?

[@HeatherMajors]

I did a quick check and if you go to Personal forms the collections button should be there for all accounts. The only thing I can think is maybe you are on a free account and it has limited features. Or there is an IT issue that you may need to bring to your admin.

[@taysirlaajili9667]

"I'm using a Likert scale that contains 60 statements, but unfortunately, I couldn't include more than 20 statements. Please, how can I include all the 60 statements?"

[@HeatherMajors]

Hi, I searched the Microsoft learn pages and it says that there is a limit imposed by Microsoft of 20 statement. There is no workaround to have 60 statements.

[@MarkStettler]

Any tips on collecting a phone number and preventing errors?

[@HeatherMajors]

I just took a quick peek at forms to refresh memory :) Unfortunately all you can do is restrict the text field to number. There is not an option to require a specific format of the number.

[@MarkStettler]

@@HeatherMajors This limits the useful of Forms, particularly with regards to customer applications for approval, etc. Don't know why MS omits this feature.

[@HeatherMajors]

@@MarkStettler I hear you and have given up trying to understand why. Just try to help folks understand how.

[@sucharitabhadra6539]

Mind boggling

[@HeatherMajors]

And in typical Microsoft fashion they will keep changing it some more, lol.