Microsoft Forms with Power Automate Course Outline

Overview
Learn to create surveys, quizzes, and how to customize forms to gather the information you need. See how Power Automate integrates with Forms to trigger emails, notifications, Planner tasks, and adding responses to SharePoint lists.

Target Student
This course is for individuals who need to gather information from surveys or assess someone’s knowledge of a subject. It is also for an individual who needs to work with the responses.

Prerequisites
Basic Windows, keyboarding and mouse skills. Some knowledge of Excel may be helpful.

COURSE OUTLINE

INTRODUCTION

Microsoft Forms
Create surveys, and quizzes

Forms homepage
See My forms
Shared with me forms
Group forms
Search forms
Recycle bin

USING FORMS

Create a survey, or a quiz
Customize survey title, description, image

Add questions
Up to seven different types of questions

Question options
Explore all the ways to customize every question
Add points for quiz questions

Create Sections
Break your forms into sections
Customize each section with a title, description, and image

Add theme to your form
Customize the form with a, suggested theme, built in theme, or a custom Theme

Preview your form
See how your form looks on a computer or a mobile device

Form options
Branching
Settings

Share your form
Choose who you want to share with
Choose how you want to share
Collaborate with colleagues on a form

View responses
See all the responses in a dashboard format
View individual question responses
View individual survey responses

Open Excel workbook with all the responses
Use Excels data analysis tools to analyze all the responses

Posting Surveys and quizzes
Post your forms in Teams
Post your forms in Yammer
Add your forms to a SharePoint page

Collect Form data directly in Excel
Create workbook
Start Forms from Excel
Automatically downloads data into excel
Use VLOOKUP, and any other Excel tools to analyze the data

Collect responses to a form directly inside Teams
Custom tabs

Use Forms to create requests

USING FLOW AND FORMS

Notify a Team when a request is submitted
Use Forms trigger in Flow
Use Get response trigger loop through responses
Post message in Teams

Trigger an email alert when responses are submitted
Create Flow from blank
Use Forms and Outlook connectors and triggers to send an email to a specific person

Create a Planner task when request is submitted
Create a plan, or use an existing plan
Create Flow from blank
Connect Flow to plan
Create a task

Add Form responses to SharePoint list
Create Flow from blank
Use Forms and SharePoint connectors and triggers to post response to existing SharePoint list
View outline in Word

RFM365

Attend hands-on, instructor-led Microsoft Forms with Power Automate training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Forms Courses and select the one that's right for you.