Microsoft Forms training

Build confident, automated data collection skills – capture, organise and analyse information effectively

About Microsoft Forms training

CTO delivers customised Microsoft Forms training across Australia, covering form structure, question types, sections and pages, branching logic, themes, results analysis and integration with Microsoft Teams, Excel and Power Automate. Sessions are tailored to your team’s data-gathering, survey management and feedback needs. Onsite anywhere in Australia or live online.

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Microsoft Forms training – customised for your team

Most professionals collect feedback, surveys, and registrations in ways that make data analysis almost impossible. Scattered email threads, manual printouts, random spreadsheets – the information was requested, then buried. Microsoft Forms is the digital data-gathering tool built into Microsoft 365, designed to capture exactly the information that your business needs to move forward.

CTO’s Windows-integrated Microsoft Forms training covers everything from creating your first survey through to sharing questionnaires with external clients, implementing advanced conditional logic, integrating Forms with Excel for real-time reporting and embedding them into Microsoft Teams channels.

Who should attend

Professionals who collect information or feedback and want a reliable, automated system to replace manual collection
Teams who need a simple way to create internal or external surveys, polls, quizzes and registration forms
Managers who want to gather insights from staff or clients that integrate directly with Excel, Outlook and Teams
Anyone who has Microsoft Forms available as part of Microsoft 365 and has never had formal training on how to use it

The Microsoft Forms training pathway

Course Details

What this course covers

The course covers the Microsoft Forms environment and question creation fundamentals, then moves into advanced logic, sharing configurations and workflow integrations.

Forms essentials

Forms vs Quizzes: choosing the correct type of form for your goals and understanding the core interface
Creating Questions: mastering all standard fields including Choice, Text, Rating, Date, Likert scales and Net Promoter Score (NPS)
Sections and Organisation: structuring multi-page surveys with clean section breaks and logical ordering
Form Settings: configuring who can respond (anyone vs. internal staff), managing dates/deadlines and restricting entries
Reviewing Data: viewing interactive, real-time graphical summaries and exporting accurate results to Microsoft Excel

Advanced features and integrations

Branching Logic: creating conditional rules so responders only see questions relevant to their previous answers
Custom Themes and Branding: applying corporate colour schemes, inserting company logos and embedding media
Team Collaboration: working on a single form simultaneously with colleagues and creating reusable form templates
Microsoft Teams Integration: embedding active polls and feedback surveys directly into live video meetings, chat tabs and channels
Grading and Quizzes: adding point values, specifying correct answers and writing automated answer feedback
Workflow Automation: initiating automatic workflows upon form submission via Power Automate (email alerts, SharePoint routing)

Level

Who this course is designed for

Designed for any workplace user looking to streamline information gathering. Particularly valuable for administrative, HR, marketing and project teams who regularly issue surveys or feedback forms. Half-day sessions cover the essentials of form creation and data export. Full-day sessions include dynamic branching logic, quizzes and automation integrations.

Outcomes

What you will be able to do

Navigate the Microsoft Forms interface and design clear, structured forms and quizzes
Utilise advanced question types, sections and logic to build dynamic participant journeys
Configure form settings for specific target audiences, deadlines and security compliance
Share forms securely via links, QR codes, embed codes and direct email invitations
Analyse response metrics in real-time and export data cleanly into Microsoft Excel
Embed active forms into Microsoft Teams channels and initiate basic Power Automate workflows

Delivery and courseware

How CTO delivers this training

Before the session

CTO works with the organising contact to confirm the existing data collection pain points across the team. Sample operational surveys or feedback templates can be reviewed beforehand to ensure the training aligns directly with real-world requirements.

During the session

Participants work within their own Microsoft 365 environment during the session. Layout and logic exercises use scenarios specific to the team’s operational needs rather than generic textbook examples.

After the session

Participants receive a Microsoft Forms workflow and logic reference card covering question parameters, settings checklists and standard integrations. Excel Data Analysis training is available as the next step for teams looking to expand their reporting power.

Ready to give your team a solid Microsoft Forms foundation?

Talk to a CTO specialist about Microsoft Forms training for your organisation.

Call 1300 667 660

Training delivered Australia-wide

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Microsoft Forms training

About Microsoft Forms training