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Microsoft Forms with Power Automate Course

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Fee:  $295

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Microsoft Forms with Power Automate Course

 

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 nationwide 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.

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ONLC TRAINING CENTERS
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