Introduction to MS Forms (half-day)

Course Overview

What you will learn

By the end of this half-day course, you will be able to:

• Create a simple form
• Learn different question and answer types
• Change the look of your form
• Preview and share the form with others
• Make your form responsive and dynamic with branching
• Download and analyse your results

Course timetable

• Creating a basic form
• Exploring question types
• Customising questions (make mandatory, multiple answers etc…)
• Themes
• Preview Form
• Settings (automatically pick up name from participants in your domain)
• See My Forms
• Share a form:
  • for people to fill in
  • for colleagues to collaborate
  • as a template
• Find forms that others have shared with me
• Using branching (if you have answered yes, skip straight to question 5)
• View individual responses
• Analyse trends and data in the app
• Full Excel download
• If there’s time – Using Excel formulae to analyse your data (COUNTIFs, SUMIFs); post your Form in other locations (Teams, Yammer, send by email)

Information for Mac users

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.

The Small Print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for half a day, consisting of two 90-minute live online sessions with independent work in between. 

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For Mac Users

For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users (if relevant) and your trainer will refer to this throughout the training.

The happy Guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

If you have any questions or concerns, contact our friendly team, available Monday to Friday, 9am to 5pm.