A Beginner’s Guide to Microsoft Forms in 2025

Microsoft Forms is a simple application that you can use to build surveys, quizzes, and polls. You might be an educator, business professional, or simply someone who wants to get information for personal reasons, Microsoft Forms makes it simple. Below is te Three Cherries step-by-step guide to how to set up and use Microsoft Forms

Getting Started

Accessing Microsoft Forms

First, open Microsoft Forms. If you already have a Microsoft account, you can open Microsoft Forms from your Microsoft 365 subscription or at forms.office.com using your Microsoft login details. Microsoft Forms is available on desktop and mobile, so you can use it wherever and whenever.

Creating Your First Form

Once you have logged in, choose “New Form” to start designing your survey or quiz. You will see a blank form that you can customise to your needs. Start by giving your form a title that indicates its purpose, e.g., “Customer Feedback Survey.”

Consent Mode V2 affected analytics data within Microsoft viva on a laptop screen

Adding Questions

Types of Questions

Forms supports various types of questions:

  • Choice: Multiple choices for the respondents to choose from.
  • Text: Allows respondents to enter their answers.
  • Rating: Enables respondents to give a rating of 1 to 5 stars.
  • Date: Enables respondents to select a date from the calendar.

Customising Questions

Microsoft Forms offers customisation for each question type. You can add images or videos and require questions so that respondents must answer them before they can move on.

man on a computer doing a pen test

Designing Your Form

Theme Customisation

Customise the theme by pushing the “Theme” button. Choose some readymade themes or upload your pictures to get a unique looking form.

Previewing Your Form

Preview first and have a look to see how respondents will view your form on both desktop and mobile. Push the “Preview” button to take a look.

Forms offers a number of ways to share your form:

  • Send a link: Generate a URL to send via email, social media, or embed on a web page.
  • QR code: Generate a QR code for the respondents to scan and complete the form.
  • Email: Send the form straight to specific email addresses.
  • Embed: Get an embed code to embed the form on your web page.

Changing Permissions

Control who can respond by altering the permissions. The choices are:

  • Anyone with the link: Anyone who has the link can respond.
  • Only people in my organisation: Restricts responses to the people in your organisation.
  • Specific people: Restricts responses to specific people you specify.

group of people in a meeting discussing AI cybersecurity and the work trend index

Analysing Responses

Viewing Responses

Once your form is live and respondents start responding, view the responses in real-time by clicking the “Responses” tab. The interface provides an overview of responses, including charts and graphs.

Exporting Data

For more in-depth analysis, import the answers into Excel by choosing “Open in Excel” and saving the responses as an Excel file.

Microsoft Forms: How Three Cherries Can Help

Creating Forms doesn’t have to be a complicated process which requires a huge knowledge of form creation. The final forms can also be just as visually pleasing as Type form and SurveyMonkey creations at a much-reduced cost. If your business needs any support around Forms, contact us today!

CALL THE IT EXPERTS

SPEAK TO US TODAY

Contact our friendly and knowledgeable team today for IT support Bristol and the South West.

Your subscription could not be saved. Please try again.
Your subscription has been successful.

Subscribe to our monthly email for exclusive information and updates!