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Teams - Get feedback from your coworkers with Forms questionnaires Tutorial

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Teams
Forms

Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive guide on how to integrate Microsoft Forms with Microsoft Teams for creating surveys and collecting feedback efficiently. It outlines various methods to create forms during meetings, within teams, and for external participants, ensuring users can leverage these tools effectively.

Chapitres :

Introduction to Microsoft Forms in Teams
Microsoft Teams seamlessly integrates with Microsoft 365 applications, including Microsoft Forms. This integration allows users to create surveys, forms, or questionnaires to gather feedback from collaborators within the organization. Understanding how to utilize these tools can enhance communication and decision-making processes.
Methods to Create Surveys in Microsoft Teams
There are several methods to quickly create a form or questionnaire in Microsoft Teams, depending on your needs. Below are three effective methods:
Method 1: Polling During a Meeting
To poll participants in real-time during a meeting, follow these steps: 1. Click on the 'Chat' option. 2. Select the three dots under the editing bar. 3. Click on 'More' and select the 'Forms' application. 4. A window will appear where you can enter your question and possible answers. 5. Once ready, click on 'Preview' to see how your survey will look. 6. Click on 'Send' to share the survey in the conversation. Participants can respond immediately, and you can view the results in real-time.
Method 2: Creating a Survey in a Team Channel
To propose a survey to team members in a channel, do the following: 1. Navigate to the 'Posts' tab of the channel. 2. Look for the Forms icon to create a survey. If the icon is not visible, install it by clicking on the '+' icon. 3. Alternatively, you can type 'Forms' in the editing bar to start creating a survey. This method allows for easy engagement with team members.
Method 3: Surveys for External Participants
If you want to create surveys for individuals outside your organization, use this method: 1. In a team, click on 'Files' and then 'New'. 2. Select 'Forms for Excel'. 3. Enter a name for your form. The Forms application will open. 4. If you have previously created questionnaires, you can reuse them here. 5. After creating the questionnaire, click on 'Collect Responses'. 6. Choose 'Anyone can respond' to share it with external participants. Responses will be visible directly in the associated Excel file, and all channel members can view them.
Conclusion
Integrating Microsoft Forms with Microsoft Teams provides a powerful way to gather feedback and opinions efficiently. By utilizing the methods outlined above, users can create surveys tailored to their needs, whether during meetings, within teams, or for external audiences. This capability enhances collaboration and ensures that valuable insights are collected effectively.

FAQ :

What is Microsoft Teams?

Microsoft Teams is a collaboration platform that integrates with Microsoft 365 applications, enabling real-time communication and collaboration among team members.

How can I create a survey in Microsoft Teams?

You can create a survey in Microsoft Teams by using the Forms application during a meeting, in a channel's Posts tab, or by creating a form for Excel. Simply follow the prompts to enter your questions and collect responses.

Can I create surveys for people outside my organization?

Yes, you can create surveys for individuals outside your organization by selecting the option 'Anyone can respond' when collecting responses in Microsoft Forms.

What are the benefits of using Microsoft Forms?

Microsoft Forms allows users to easily create surveys and questionnaires, gather feedback efficiently, and analyze responses directly in Excel, making it a valuable tool for data collection.

How do I view survey results in Microsoft Teams?

Once a survey is created and responses are collected, you can view the results directly in the conversation thread or in the associated Excel file.

Quelques cas d'usages :

Real-time Feedback During Meetings

Use Microsoft Forms to conduct live polls during meetings to gather immediate feedback from participants, enhancing engagement and decision-making.

Team Surveys for Project Evaluation

Create surveys within a Microsoft Teams channel to evaluate team projects, allowing members to provide input on project outcomes and areas for improvement.

External Customer Feedback Collection

Utilize Microsoft Forms to create surveys for customers outside your organization, enabling you to gather valuable feedback on products or services.

Data Analysis with Excel Integration

Leverage the integration of Microsoft Forms with Excel to analyze survey data, allowing for better insights and informed decision-making based on collected responses.

Glossaire :

Microsoft Teams

A collaboration platform that integrates with Microsoft 365 applications, allowing users to communicate and collaborate in real-time.

Microsoft Forms

An application within Microsoft 365 that enables users to create surveys, forms, and questionnaires to collect feedback and data.

Survey

A method of gathering information from individuals, typically through a series of questions, to collect opinions or feedback.

Poll

A quick survey or questionnaire used to gather opinions from participants, often conducted in real-time during meetings.

Channel

A dedicated space within Microsoft Teams for team members to communicate and collaborate on specific topics or projects.

Posts tab

A section within a Microsoft Teams channel where team members can share messages, updates, and conduct discussions.

Collect Responses

A feature in Microsoft Forms that allows users to gather feedback from respondents, including those outside their organization.

Excel

A spreadsheet application by Microsoft that allows users to organize, analyze, and visualize data.

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Microsoft Teams integrates other

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Microsoft 365 applications,

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including Microsoft Forms.

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Forms allows you to create surveys,

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forms or questionnaires, for instance,

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to gather feedback from various

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collaborators in the organization.

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There are several methods and teams to

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quickly create a form or questionnaire to

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collect opinions in the form of a survey,

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depending on your needs. First method.

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During a meeting you want to poll

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the participants in real time.

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Click on Chat,

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then the three dots under the editing bar.

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Click on More as and select

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the Forms application.

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A window appears.

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Enter your question and answers.

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When you are ready, click on Preview.

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You see a preview of your survey.

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Click on Send. Your survey appears

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directly in the conversation.

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Now participants can respond and

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you can instantly see the results.

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Second method.

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In a team you want to propose a

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survey to the members of this team.

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In the Posts tab of a channel,

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the forms icon allows you to create a survey.

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If the icon does not appear,

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you can install it by clicking

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on the plus here.

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Note that this icon is also present in

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all individual and group conversations.

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You can also write it forms in the

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editing bar to start creating a survey.

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3rd method,

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you want to create surveys for other people

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outside your organization or this team.

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In a team click on Files,

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New, then Forms for Excel.

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Enter a name.

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The forms application opens.

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If you have already created questionnaires,

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you can reuse them here.

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Once the questionnaire is created,

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click on Collect Responses.

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Choose Anyone can respond to share it

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with people outside your organization.

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Responses to the questionnaire or

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form will be visible directly in

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this Excel file and all channel

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members will be able to view them.

Mandarine AI: WHAT YOU SHOULD KNOW

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