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Webinar

How To Use Microsoft 365 Forms to Create Online Surveys

Friday, April 25, 2025
4-5 p.m. Central
1 CPE (1 non-technical)

Course code: 25WX-0321
View pricing

Firm administrators: Please log in before starting the employee registration process.

When you need to create a simple survey or form to capture data online, the Microsoft 365 Forms app can be just the right solution. You can use it for simple forms such as a client information form or client service evaluation form. You can create more sophisticated forms, such as a client tax organizer. All responses can remain confidential and can be viewed in Excel format for further analysis or to prepare the form data for import into another application. This course will take you through the step-by-step process for creating, distributing, compiling and analyzing digital forms and surveys. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

Overview of the Microsoft 365 Forms app features and capabilities
Step-by-step review and demonstration of the Forms app
Designing your form or survey
Creating form questions
Using branching to eliminate unnecessary questions based on form input data
Customizing the form theme / style
Manage form response settings
Distribute forms via link, website or email
Review of the completed forms response report
Exporting forms data to Excel for further analysis

Learning objectives

Recognize the value proposition for using the Microsoft 365 Forms app to capture data online
Identify the specific steps required to create, distribute, collect and analyze form data.

Who should take this program?

Anyone who needs to create simple fillable forms or online surveys

Pricing

Standard Member Fee	$55.00
Standard Nonmember Fee	$55.00

Our records indicate you are a nonmember. If you register, you will be charged $55.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Firm administrators: Please log in before starting the employee registration process.