Forms with Power Automate & BI

£1,100.00 (£1,320.00 incl. VAT). Learn to create surveys, quizzes, and how to customise 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.

Description

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

Customise 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

Customise each section with a title, description, and image

 

Add theme to your form

Customise 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 analyse 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 analyse 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

Prerequisites

Basic Windows, keyboard, and mouse skills. Some knowledge of Excel may be helpful.

Similar courses

Highlights: o Learn to start creating Forms and surveys that can collect data o See options for collecting the responses in Excel or writing to a SharePoint List o See how a Workflow can run when a new form is submitted and enable notification emails to be sent, as well as other template flows o Create a simple report on data using Power BI o Best Practice for working with colleagues on Solutions using the above tools NB. The course is generally ½ day on Forms, 1 day on Power Automate, and finishing with a

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Learn to create surveys, quizzes, and how to customise forms to gather the information you need.

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