Microsoft Forms is a course in building surveys, quizzes and polls, from question types, branching and self-marking quizzes to choosing who can respond, sharing by link or QR code and analysing results in Excel. It suits teachers, trainers, HR staff and anyone who needs to collect feedback or run quizzes in their work.
Collecting feedback, registrations or test results on paper, or in files emailed back and forth, wastes time gathering and retyping data. Microsoft Forms lets you build surveys, quizzes and polls in minutes. People can answer on a computer or a phone, results are summarised as charts straight away, and they can be passed on to Excel for analysis. When permissions and question types are set up correctly from the start, the data you collect is complete, free of duplicates and ready to use.
This course takes you through Microsoft Forms from your first survey, through every question type, pictures, video and themes, branching so that questions change with the answers, and quizzes with points and explanations, to choosing who can respond, sharing by link and QR code, working with colleagues, and viewing results and exporting them to Excel. It finishes with a workshop that builds a working course evaluation and post-test. (1 day, 6 hours, Beginner level.)
What you’ll gain
Understand what Microsoft Forms can do and how personal and work accounts differ
Build surveys, polls and quizzes with question types that suit the data
Add pictures, video and themes so forms are inviting to answer
Use branching and sections so respondents see only relevant questions
Choose who can respond, share forms and collaborate safely
View results live and export them to Excel for further analysis
Who this course is for
Anyone who collects opinions or data with surveys in their work
Teachers, lecturers and trainers who run pre-tests and post-tests
HR staff and event organisers who take registrations and evaluations
Staff in organisations that use Microsoft 365 and want to cut down on paperwork
Prerequisites
Able to use a computer and a web browser
A personal Microsoft account, or a work or school Microsoft 365 account
A work or school account is recommended, because some features, such as file upload and restricting respondents, are available only with organisational accounts
A phone for answering forms by QR code (optional)
Curriculum
Course Details
This is the 2026 edition of the Microsoft Forms course. It runs for 1 day, 6 hours (09:00-16:00), as lectures with labs, at Beginner level. It keeps the original topics of building surveys and quizzes, pictures and video, sharing and viewing results, and adds Ranking, Likert, Net Promoter Score and file upload questions, branching, choosing who can respond, QR codes, collaboration and opening results in Excel. Learners use their own personal or work Microsoft account and keep the evaluation and quiz from the workshop in that account for later use.
Day 1: Building, Sharing and Analysing Forms with Microsoft Forms
Section 1Introducing Microsoft Forms
Surveys, polls and quizzes, and when to use each
Signing in at forms.office.com and from Microsoft 365 apps
Personal versus work or school accounts, and where the data is stored
Workshop: plan the questions and the data you need to collect
Section 2Lab: Building Your First Survey
New Form, title, description, and Choice, Text, Rating and Date questions
Required questions, subtitles and shuffling options
Previewing on a computer and on a phone
Lab: build an event registration form
Section 3Lab: More Question Types
Ranking and Likert questions for ordering and measuring opinion
Net Promoter Score for measuring satisfaction
File upload and its limits for work or school accounts only
Lab: add Likert satisfaction questions to a survey
Section 4Lab: Pictures, Video and Themes
Adding a picture or logo to the form header
Adding, resizing and removing pictures and video in questions
Choosing a theme or background that suits your organisation
Lab: brand the registration form with a logo and theme
Section 5Lab: Branching and Sections
Splitting a form into sections so it is easier to answer
Add branching so the next question depends on the answer
End of the form, and branching only to later questions
Lab: a survey that branches by type of respondent
Section 6Lab: Building a Quiz
New Quiz, correct answers and points
Messages for each option and answer explanations
Maths questions with the Math option
Lab: build a pre-test that marks itself
Section 7Lab: Settings and Sharing
Who can respond: anyone, people in your organisation or specific people
Recording names, one response per person, and start and end dates
Sharing by link, QR code, embed code and invitations through Outlook or Teams
Lab: open the form and have classmates answer on their phones
Section 8Lab: Collaborating and Reusing Forms
Collaborate or Duplicate: sharing a link so colleagues can edit
Copying a form and sharing it as a template
Using Forms in a Microsoft Teams channel
Lab: co-edit a team survey and copy it for next time
Section 9Lab: Viewing Results and Exporting to Excel
The live summary and individual responses
Reviewing open answers and posting quiz scores
Open results in Excel: a one-off copy versus a workbook linked to the form
Lab: analyse survey results in Excel with a summary table and chart
Section 10Workshop: A Course Evaluation and Post-test
Workshop: build a satisfaction survey with branching
Build a post-test that marks itself
An overview of new-response alerts with Power Automate, and Copilot for licensed users
A checklist before sending a form out
Schedule & training options
For individuals — public rounds
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
How do surveys and quizzes differ in Microsoft Forms?
A survey (New Form) collects opinions or information with no right or wrong answers. A quiz (New Quiz) lets you set correct answers, points for each question and explanatory messages. Forms marks choice questions automatically, while you mark open text answers yourself before posting scores to respondents.
How do I add a picture or video to a question in Microsoft Forms?
Select the question, choose the insert media icon beside it, then pick a picture from your computer, OneDrive or a search, or paste a link to a video on YouTube or Microsoft Stream. You can resize or remove it from the picture's menu. A logo or header image is added at the form title.
How do I view responses and export them from Microsoft Forms to Excel?
Open the Responses tab to see the summary and individual answers, then select Open results in Excel. A form created directly in Microsoft Forms gives you a one-off copy of the results, while a form created from Excel for the web, OneDrive or SharePoint gives you a workbook linked to the form that picks up new responses.
Who is Microsoft Forms for, and what do I need to know first?
It suits anyone who collects feedback, takes registrations or runs quizzes in their work, such as teachers, trainers, HR staff and event organisers. You need to be able to use a computer and a web browser, and have a personal or organisational Microsoft account.
What will I be able to do after Microsoft Forms?
You will be able to build surveys, polls and quizzes with suitable question types, use branching and sections, choose who can respond and share forms by link or QR code, collaborate with colleagues and analyse results in Excel, and you leave with the working evaluation and quiz from the workshop.
Can Microsoft Forms be run in-house for our team?
Yes. IT Genius Institute runs in-house sessions and can use the forms and evaluations your team already works with as lab exercises. Contact us for a quotation.
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