Microsoft Forms | by Imagine Training

Microsoft Forms

This is a practical course to teach you how to build Forms for your organisation, step by step.

The course is designed for people who are looking to replace paper forms within their organisation and see respondents' replies as a list in Excel or see charts showing answers.

Course Dates

  • 20 & 21 June 2022 AM (2 half days 9:30-12:30) - Virtual Classroom

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To request new dates, arrange a meeting to identify your goals, or find out more details about the training Send Karen a Message

Course Outline

Introduction to Forms

  • What are Forms and how can you use them?
  • Web Browser
  • Forms home screen
  • Building your Forms
  • Headers

Question Types

  • Text
  • Rating
  • Choice
  • Ranking
  • Likert
  • File Upload
  • Net Promoter Score

Improving your Form

  • Copying, Deleting, Moving Questions
  • Inserting media
  • Adding options
  • Deleting Answers
  • Changing the Order of Answers
  • Multiple Choice Questions
  • Long Answers
  • Compulsory Questions
  • Shuffle
  • Drop-down
  • Subtitle
  • Estimated Completion Time


  • Adding, Removing, Moving Sections


  • Add branching to Sections
  • Creating a hierarchy of Questions and Sections


  • Preview on PC or mobile
  • Immersive Reader/Read aloud


  • Sharing Forms
  • Send and Collect Responses
  • Delete all responses
  • How to use QR codes
  • Share to Collaborate
  • Response Options
  • Looking at Responses tab
  • Printing out your Summary
  • Open Responses in Excel
  • Format & Filter Excel Responses

Sharing Forms

  • Who can respond?
  • Create a Summary Link
  • Sharing URLs
  • Shorten URLs
  • Ways to share Forms

Sharing your Template

  • Pinning Forms
  • Moving Forms
  • Copying Forms

Multilingual Forms

Using Forms in Outlook

Add Ins


There are no prerequisites for this course, but you should be familiar with a computer keyboard and understand files and folders.

Delivery: Online (live)
Level: Foundation
Exam Required
Voucher Incuded
Guaranteed Pass
Practice test
On-site exam
Day & Time:
Week Days
What is included:
Digital courseware
Digital Recording
Printed courseware
Extra revision sessions
Training Instructor accredited by: Microsoft (MCT)
Next Course: June 2022
Duration (hours): 6
Timezone: BST

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