Microsoft 365 Forms - Beginner from Udemy

What's inside

Learning objectives

Create feedback forms
Create quizzes
Use text controls

Use date controls
Learn rating scales
View and manage user responses

Create feedback forms
Create quizzes
Use text controls
Use date controls
Learn rating scales
View and manage user responses

Syllabus

Introduction

Getting Started with Forms

Overview of Forms

Understanding the Forms Environment

Viewing and Using a Finished Form

Designing a Feedback Form

Creating a New Feedback Form

Using the Choice, Text and Rating Tools

Using the Date, Ranking, Likert, and File Upload Tools

Modifying the Structure of a Form

Incorporating Branching Logic

Testing a Feedback Form

Immersive Reader

Designing a Quiz

Configuring a New Quiz

Testing a Quiz

Finishing a Form

Using Design Themes and Images

Sharing a Form

Managing Responses

Form Settings

Conclusion

Course Recap

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Teaches how to create quizzes, which can be used for assessments or knowledge checks in professional or educational settings

Provides an overview of the Forms environment, interface, and setup, which builds a strong foundation for beginners

Explores how to manage user responses, which is a core skill for professionals who need to collect and analyze data

Explores branching logic, which allows for the creation of dynamic forms that adapt to user input, enhancing data collection

Includes design themes and images to put finishing touches on a created form, which enhances the user experience

Requires access to Microsoft 365, which may require a subscription or institutional access, potentially posing a barrier

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Microsoft 365 Forms - Beginner with these activities:

Review Survey Design Principles

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Reviewing survey design principles will help you create more effective and user-friendly forms in Microsoft Forms.

Browse courses on Survey Design

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Research best practices for survey question wording.
Study different question types and their appropriate use.
Learn about common biases in survey design.

Practice Creating Different Form Types

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Practicing creating various form types will solidify your understanding of Microsoft Forms' features and capabilities.

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Create a feedback form for a recent event.
Design a quiz to test knowledge on a specific topic.
Build a poll to gather opinions on a proposed change.

Create a Branching Logic Form for Customer Support

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Creating a branching logic form will allow you to practice using advanced features of Microsoft Forms to create a dynamic and efficient user experience.

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Map out the different paths a customer might take.
Design questions for each branch of the form.
Implement the branching logic in Microsoft Forms.
Test the form thoroughly to ensure it works correctly.

Three other activities

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Survey Methodology

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Reading this book will provide a deeper understanding of the principles behind effective survey design, which can be applied to Microsoft Forms.

View Survey Methodology on Amazon

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Read the chapters on questionnaire design and question wording.
Review the sections on sampling and data analysis.

Create a Microsoft Forms Tutorial

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Creating a tutorial will reinforce your understanding of Microsoft Forms and help you explain its features to others.

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Plan the structure and content of your tutorial.
Record a video demonstrating key features.
Write a script or outline to guide your presentation.
Edit and publish your tutorial online.

Design a Comprehensive Employee Satisfaction Survey

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Designing a comprehensive survey will allow you to apply your knowledge of Microsoft Forms to a real-world scenario.

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Identify key areas to assess employee satisfaction.
Develop relevant and unbiased survey questions.
Test the survey with a small group of employees.
Analyze the results and present your findings.

Career center

Learners who complete Microsoft 365 Forms - Beginner will develop knowledge and skills that may be useful to these careers:

Training Coordinator

A training coordinator is often responsible for assessing learning outcomes, and this course may be helpful. This role frequently uses quizzes and feedback forms to assess knowledge retention and training effectiveness. The course's content on creating quizzes, using different question types, and testing these quizzes is directly relevant to the work of a training coordinator. The skills to view and manage user responses is crucial for evaluating the results of assessments. By learning how to create and implement forms, a training coordinator can more effectively gauge training program efficacy.

See salaries and explore the career path for Training Coordinator

Nonprofit Program Coordinator

A nonprofit program coordinator often gathers constituent and program feedback, so this course helps them to efficiently collect that information. This role involves creating surveys to evaluate program effectiveness and participant satisfaction. The course's teachings on creating various forms and quizzes, and on tools such as text controls, date controls, and rating scales, are very helpful to this role. Moreover, the skills learned in testing forms, and in viewing and managing responses are important to evaluating the program and making adjustments. This course provides specific tools for the work of a program coordinator.

See salaries and explore the career path for Nonprofit Program Coordinator

Instructional Designer

An instructional designer creates learning materials, so this course may be helpful in their process of generating assessments. This role involves creating quizzes and assessments to evaluate learning. This course's focus on creating quizzes and using tools like text controls and rating scales are highly relevant to the work of an instructional designer. The ability to test assessments and manage responses is important for improving educational materials. This course may help an instructional designer by teaching them to create and test quizzes.

See salaries and explore the career path for Instructional Designer

Consultant

A consultant often gathers information from clients and stakeholders, and this course may help improve the data collection process. This role involves creating and distributing surveys and questionnaires to understand client needs and gather feedback. This course, with its focus on creating easy-to-use forms, quizzes and polls, may help a consultant efficiently collect client data. The skills to use text controls, rating scales, and date controls is valuable. Further, the skills learned in managing and viewing responses may help a consultant to properly analyze collected data. This course may improve the ability of a consultant to collect needed client information.

See salaries and explore the career path for Consultant

Project Coordinator

Project coordinators manage project logistics and often need to gather input from team members, and this course may be useful. This role involves circulating feedback forms to monitor project progress and identify any obstacles in the process. This course, by teaching the skills to create surveys, quizzes, and polls, helps a project coordinator gather team feedback effectively. The ability to use text controls, date controls, and rating scales will help the project coordinator collect specific data. The experience this course provides a learner in viewing and managing responses is critical to a project coordinator's ability to make well-informed decisions and maintain project timelines.

See salaries and explore the career path for Project Coordinator

Training Facilitator

A training facilitator delivers instruction, and this course provides tools for creating assessments that can be incorporated into training delivery. This role benefits from skills in creating quizzes and feedback forms for participants. This course, with its focus on assessment creation in the form of quizzes and feedback forms, can be very useful. Learning to use text, rating and date controls in the design process is important for creating effective assessments. Understanding how to test forms and manage the responses can help a training facilitator properly evaluate the success of their delivery. This course may help them to create the proper assessments.

See salaries and explore the career path for Training Facilitator

Academic Researcher

An academic researcher needs to collect and analyze data for research projects, and this course may help with data collection. This role involves designing and administering surveys to gather information. This course, by teaching the skills to create surveys, quizzes, and polls, gives the academic researcher tools for gathering data. The ability to test forms and manage user responses will also be very useful. The course's instruction on creating surveys and viewing responses is very helpful for the data collection requirements for an academic researcher. This course may help with the data collection needs of a researcher.

See salaries and explore the career path for Academic Researcher

Project Manager

A project manager is responsible for monitoring project progress and needs to collect feedback from team members, so this course may be useful in implementing a feedback system. This role involves ensuring that project goals are being met by incorporating various tools to communicate with team members. This course, by focusing on designing feedback forms, helps the project manager collect targeted data. The use of text controls, date controls, and rating scales in the design of forms, gives them flexibility for creating effective tools. The ability to test forms, and to view and manage responses is important to maintaining project oversight. This course may be helpful to a project manager who wishes to implement a feedback system.

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Market Research Analyst

A market research analyst gathers data to understand consumer behavior and market trends, and this course may help in this process. This role involves designing surveys and collecting feedback through questionnaires, which is directly relevant to the course's focus on creating feedback forms. The ability to use tools like text controls, rating scales, and date controls in Microsoft Forms could be a great asset for a market research analyst when creating questionnaires. Also, the capability to view and manage user responses will allow a market research analyst to analyze collected data, to make well-informed decisions. This course is useful for creating the surveys an analyst will need to generate insights.

See salaries and explore the career path for Market Research Analyst

Human Resources Specialist

A human resources specialist often collects employee feedback and conducts engagement surveys, and this course may be useful in this process. These specialists may find this course particularly useful for creating employee feedback forms. The course’s coverage of using text controls, date controls, and rating scales is directly relevant for designing effective feedback mechanisms. Furthermore, the course will help a human resources specialist by enabling them to test the forms they create, and to view and manage user responses, ensuring they are able to effectively gather and review data. The ease of sharing forms, as taught in this course, is particularly relevant to this role.

See salaries and explore the career path for Human Resources Specialist

Event Planner

An event planner often needs to gather feedback from attendees, and this course may be useful. This role requires creating surveys and collecting feedback efficiently. The course's instruction in creating feedback forms with text controls, date controls, and rating scales, is very useful for event planners, who need to gauge attendee satisfaction and preferences. The ability to share forms and manage responses is also beneficial for post-event analysis, allowing event planners to adjust future events based on feedback. This course is helpful to create feedback systems for planning future events.

See salaries and explore the career path for Event Planner

Academic Advisor

An academic advisor gathers student feedback through surveys, and this course helps to support this task. This role involves creating and distributing questionnaires to gauge student satisfaction with advising services. The skills learned, such as creating feedback forms, quizzes and polls, are valuable when an academic advisor wants to quickly solicit student data. The ability to use various tools like text, date and rating scales, allows the academic advisor to refine the questions they ask and collect data more efficiently. Testing a feedback form and managing user responses, as taught in this course, will help academic advisors to analyze and improve their services.

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Customer Service Representative

A Customer Service Representative regularly receives and records feedback, a process supported by this course. This role involves understanding customer needs and addressing their concerns, and feedback forms are often a part of this process. This course teaches how to create easy-to-use forms, which will help a customer service representative efficiently collect customer feedback. The ability to use text controls, rating scales and date controls are also of particular interest. Moreover, learning to view and manage user responses helps the customer service representative analyze data that leads to improve service quality. This course may help a representative understand how to use feedback.

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Office Administrator

An office administrator often collects data for office organization and management, so this course may be useful for providing efficient systems. This role involves collecting feedback from staff or clients. This course helps an office administrator create and manage feedback forms, questionnaires, or polls, using tools like text, date and rating scales. The ability to view and manage responses is also useful for analysis. By understanding how to organize feedback systems, an office administrator can better manage resources. This course may help with this role by providing efficient systems.

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Data Entry Clerk

A data entry clerk's role includes gathering data and entering it accurately, which may be supported by the skills learned in this course. This role requires the ability to input and organize data effectively. While this course focuses on *creating* data entry forms via Microsoft Forms, the user's understanding of the tool and its capabilities can help this role. The skills of using different controls and managing responses from data collection tools are also useful. This person will need to understand the full process of data collection in order to properly work with it. This course may help to build this understanding.

See salaries and explore the career path for Data Entry Clerk

Reading list

We've selected one books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Microsoft 365 Forms - Beginner.

Survey Methodology

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Provides a comprehensive overview of survey methodology, covering topics such as questionnaire design, sampling, and data analysis. It useful reference for understanding the theoretical underpinnings of survey research. While not directly focused on Microsoft Forms, it provides valuable context for creating effective forms and interpreting the results. This book is commonly used as a textbook in survey research courses.

Microsoft 365 Forms - Beginner

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