How to conduct surveys in Microsoft Forms

Last update: 07/02/2025
Author Isaac
  • Microsoft Forms allows you to create surveys and questionnaires easily and adapted to any need.
  • It offers advanced settings such as anonymity options, expiration dates, and specific audiences.
  • Surveys can be shared via links, QR codes, or web embeds.

How to conduct surveys in Microsoft Forms-5

Microsoft Forms is a tool incredibly versatile which is part of the ecosystem Microsoft 365With it, private or professional users can design polls, quizzes, forms and more with ease. This tool, although seemingly simple, has a series of functionalities that make it perfect for collect data efficiently and professionally.

Whether you want to conduct surveys for your work, your studies, or even for personal events, Microsoft Forms offers multiple Options that suit your needs. In this article we will explain in depth how to conduct surveys in a effective so you can take full advantage of it potential.

Access to Microsoft Forms

Microsoft Forms

To start, it is essential to have access to Microsoft Forms, which requires One account Microsoft, whether free (like Hotmail, Live or Outlook.com) or paid linked to Microsoft 365. If you have an educational or business institution, you probably also have access to this tool thanks to your subscription.

Once you confirm your access, all you need to do is log in to forms.office.comFrom there, you can explore the features and start creating your surveys or quizzes.

How to create a survey from scratch

There are two main ways to create surveys in Microsoft Forms: with the help of Copilot or manually. Both options are simple, but each has its own and advantages depending on what you're looking to create.

Create a survey with Copilot

The Copilot wizard, built into some versions of Microsoft Forms, further simplifies form creation by generating a blotter based on your descriptions. To use it:

  • Sign in to Microsoft Forms with your Microsoft 365 account.
  • Click on New questionnaire.
  • Enter a brief description of what you need. For example: “Customer satisfaction survey.”
  • Choose Generate, and Copilot will provide you with a draft with questions, titles, and suggested answers.
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If you are not satisfied with the initial result, you can request additional settings or make changes manually. Once you're done, save and share the survey.

Create a survey manually

If you prefer a more customized approach, you can choose to build your survey from scratch manually:

  • Access the platform and select New form.
  • Give your survey a name and description.
  • Start adding questions. Microsoft Forms offers several types of questions: multiple choice, open text, ratings, dates, and more.
  • Set expected responses, such as mandatory or multiple choice Options.
  • Include images, additional sections, or branching as needed to improve the user experience.

Survey Interface and Configuration

Once you have designed the questions, you can adjust your survey settings to make it as user-friendly as possible. Management possible. Some key settings include:

  • Audience: You can make your survey accessible to everyone, only members of your organization, or specific people.
  • Date of Expiry: Set a time limit for collecting responses.
  • Anonymous responses: Decide whether you need to identify participants or if you prefer to keep their anonymity.
  • Progress bar: Enable this feature to show users how far they have progressed in the survey.

These settings will not only make your survey more Experience, but will also improve the experience of those who complete it.

How to share your survey

Once your survey is finished, distribution is key. Microsoft Forms allows you to share your surveys in a variety of ways:

  • Link: Copy the link and send it via email or messages.
  • QR code: Download a QR code that users can scan to access the survey.
  • Insert: Use the embed code to integrate it into websites or blogs.

In addition, you can customize invitations attractive to send via Outlook, Teams or other platforms.

Verification and editing of surveys

Before sharing your survey, be sure to test it using the test option. previewIn this mode, you can answer questions simulating the participants' experience. If you find any errors or need to improve something, go back to editing and make the necessary adjustments.

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After launching your survey, you can also edit it if necessary. However, keep in mind that changes may affect the responses. already sent.

Analyze and manage responses

Once users complete your survey, Microsoft Forms collects all responses into a analysis panel easy to use. From this place, you can:

  • View visual graphs with cumulative responses.
  • Download the data in Excel format for further analysis detailed.
  • Set up notifications to receive alerts for each completed form.

If your surveys have response limits, you can free up space by exporting the data and deleting it directly from Forms.

Exploring all the options that Microsoft Forms offers will allow you to not only create surveys and questionnaires, effective, but also to optimize the way you interact with your audience. Whether you are looking to gain customer insights, internal opinions in your company, or simply get to know your audience better, this tool is key to achieving it with <strong>success</strong>.