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How To Use Microsoft 365 Forms to Create Online Surveys

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CPA Crossings Webinars

Online, OK 00000

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1.00 Credits

Member Price $55

Non-Member Price $75

Overview

When you need to create a simple survey or form to capture data online, the Microsoft 365 Forms app can be just the right solution. You can use it for simple forms such as a client information form or client service evaluation form. You can create more sophisticated forms, such as a client tax organizer. All responses can remain confidential and can be viewed in Excel format for further analysis or to prepare the form data for import into another application. This course will take you through the step-by-step process for creating, distributing, compiling and analyzing digital forms and surveys. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics covered in this course include:

  • Overview of the Microsoft 365 Forms app features and capabilities
  • Step-by-step review and demonstration of the Forms app
    • Designing your form or survey
    • Creating form questions
    • Using branching to eliminate unnecessary questions based on form input data
    • Customizing the form theme / style
    • Manage form response settings
    • Distribute forms via link, website or email
    • Review of the completed forms response report
    • Exporting forms data to Excel for further analysis

Prerequisites

None

Designed For

Anyone who needs to create simple fillable forms or online surveys

Objectives

After attending this presentation you will be able to...

  • Recognize the value proposition for using the Microsoft 365 Forms app to capture data online
  • Identify the specific steps required to create, distribute, collect and analyze form data.

Preparation

None

Leader(s):

Leader Bios

John Higgins, Owner, CPA Crossings, LLC Two Commerce Square

John H. Higgins, CPA.CITP is the co-founder of CPA Crossings and has been helping CPAs leverage technology for more than 25 years. He is a CPA with a strong background in information technology and is a nationally recognized author and speaker on accounting and tax technology. Higgins, and his CPA Crossings cofounder Bryan Smith, recently authored “Ten Steps to a Digital Practice via the Cloud” which has been published by the AICPA. Higgins has been recognized as a Top 20 Thought Leader in the Profession from the CPA Practice Advisor Magazine for the past two years.

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Non-Member Price $75

Member Price $55