Forms make it easy to collect the information you need from your customers and team members. Microsoft 365 offers three options for creating forms that automate the information collection process. If your team runs on Microsoft 365 or SharePoint, discover how Microsoft Forms, OOTB SharePoint forms, and Power Apps can automate and simplify your data collection efforts.
1. Microsoft Forms for Simple, Public-Facing Forms
Microsoft Forms is Microsoft’s answer to Google Forms. Simplicity is the name of the game. Microsoft Forms are a breeze to put together and easy to share. You can send your Microsoft Forms questionnaires to people outside your organization or within it. They make great customer-facing forms to collect customer satisfaction surveys. Use Microsoft Forms to collect RSVPs or get feedback on an office initiative. Microsoft Forms are designed to be highly collaborative between team members, with entire teams gaining access to the data the form collects. As such, this platform may not be the best choice for collecting sensitive information.
To create a form with Microsoft Forms, access the app through your Microsoft 365 account. Choose from preloaded questions or create your own. Don’t forget to update the look of your form to align it with your brand. Once you’re ready to send it out, you can share your form via a link, as an embedded form on your website, or with a QR code.
2. OOTB SharePoint Forms for Simple, Internal Forms
For simple forms meant exclusively for your internal team, you can’t beat out-of-the-box (OOTB) SharePoint forms. These forms live on your team’s SharePoint platform and are accessible only to authorized users. OOTB SharePoint forms are simple and utilitarian. You cannot brand your form or use question logic, but you can ask simple questions to collect data from your team.
OOTB SharePoint forms are great for managing your company’s referral program or collecting information about a project or process. Form creators can set permissions so users can only see the information they submit, which can help keep sensitive data secure.
3. Microsoft Power Apps for Everything Else
Power Apps gives creators the most control over their forms. While it’s possible to create simple forms, Power Apps shines when a form requires question logic and customized fields, locked-down permissions, and a branded user experience.
Creators can use Power Apps to create a stand-alone form or customize an OOTB SharePoint form. Power users of Power Apps can pull in data from SharePoint and external sources to use in their form, customize fields, and use question logic to tailor the user experience to user responses. Power App forms can be branded and shared through SharePoint. They are only accessible to people on your internal SharePoint platform.
Microsoft 365 offers three robust ways to survey customers and collect information from your team. For help putting these tools into practice at your business, get in touch with Now IT Connects today.