Office 365 Forms. An Essential Tutorial to Help You Understand O365 Forms

Have you heard of Office 365 forms? If you haven’t, these are robust applications that can perform things like data recording, arranging quizzes and workflows. Such features make o365 forms quite popular tool.

Furthermore, Office 365 forms are useful tools when it comes to asking questions, recording results and then putting such data to work. Continue reading to learn more about Office 365 forms and their remarkable capabilities!

Data Recording With Microsoft o365 Forms

A lot of the quantifying and recording of data depends on the form. These Office 365 forms are usually the fastest method for you to input data, request services, make a template document or start a workflow. So, although a good number of platforms have form-based interfaces of a given type, none of them are as efficient and straightforward like Office 365 forms from Microsoft.

Only Amazing Quizzes Are in Office 365 Forms

The o365 forms application was initially created as an educational quiz app, and it has continued to perform tremendously well in this function. However, today, it’s also performing well in several other roles!

For instance, the completed form has a simplistic design enabling a more straightforward collection of responses. Also, using the Office 365 forms, you can analyze every response and see the time needed to complete a particular task for every user within the interface.

Office 365 forms

You can use these quizzes for both external and internal questionnaires, getting feedback about your services or products or merely collecting specific data around projects, tasks, and campaigns. Now, once you have all the responses, it’s wise to export them into your Excel spreadsheet for further analysis and record keeping.

Lastly, it’s important to mention that creating customized quizzes in o365 forms is pretty straightforward. You can either embed them into an internal or external location that’s in existence or design them in a fully customized and independent site. Whichever the case, the creation and field interface is quite easy to understand, and you can copy and reuse completed forms for segmenting results.

Office 365 Forms: Data and Workflow Collection

The primary field entry process together with the complete functionality within o365 forms makes it an accessible and invaluable tool. With enough flow in Office 365, you can input its field data into other databases or solutions supported by the Office 365 connectors. As such, you can swiftly perform tasks such as:

  • Sending emails.
  • Creating different functions in your Office 365 forms’ planner.
  • Analyzing and collecting information from external and internal users through SharePoint listings.
  • Quantifying and sorting large amounts of data.

Finally, we should carefully highlight that there are already several out-of-the-box templates that will help you to create items on your list and transfer the results into an Excel spreadsheet. Therefore, this makes it easy for you to understand the process of integrating o365 forms with other flow triggered actions or workflow processes.

Secure, Display then Apply Policies to the Collected Data Using Office 365 Forms

Although o365 forms make it simpler for people to gather information from external entities, they pose a considerable concern to a good number of organizations. Why? Well, many of them need to confirm or collect personally identifiable information or PII.

So, to collect PII data through the Office 365 platform, you should first make sure that the relevant party has given you the authority to store their personal user information. Many regulations, for instance, the GDPR place stringent measures in the collection of data, considered to be PII. You’ll come across robust security protocols on the storage of data and have to apply high levels of lifecycle and management and indexing into the data.

o365 forms

Now, for newly collected data or existing document within your environment, you can use tools in real time or on a schedule to scan documents and items for PII. It will then give you the chance to redact automatically, tag, move, encrypt the data, change permissions, and provide reports for effective task management in every project you’re running.

These tools also help in the automation of government policies of the security, lifecycle, and structure of the collected data. It doesn’t matter if it’s linked to the workflows or if it’s integrated into Microsoft Office 365, it always makes sure that only the right people have access from the time the data is created until when it’s deleted or archived. Other tasks it will help you do include:

  • Govern all sites and file locations.
  • Enable the restricted actions from end users on the data you’re collecting.
  • It helps you to control how your users interact with and view in the Office 365 forms.


The bottom line is that o365 forms are intuitive and pretty basic applications offering fantastic solutions for organizations that have embedded it within their Microsoft Office 365 subscription. Among many things, this software is designed to create captivating forms that offer top-notch user experience.

All in all, Office 365 forms are not only easy to implement, but also, scalable applications for collecting data from your external and internal users. So, what are you waiting for? Get started with o365 forms now!