Microsoft 365 User Training Teams and Forms Beginners

Beginners Microsoft 365 User Teams and Forms Overview

In this Office 365 User Training in Teams and Forms you will see how to use these two Office 365 applications together for best results. In fact, you may already be using Microsoft Teams 365 to hold online meetings and making video calls. Say you want to create a project and you want everyone's input on that project, including channelling the feedback into an Excel spreadsheet or into report.

Using Microsoft Teams with Forms will make this happen. In this way there is no need to second guess people comments, there is no need to traipse through all the ideas on all of the Teams channels, you can simply consolidate all of that information into one happy place and report on it professionally.

What You'll Learn

Use Microsoft Teams to:

• Create a Team
• Create a Channel
• Add Forms in Teams as an app

Use Microsoft Forms to:

• Create a Form
• Add Form Components
• Change Form Options
• Share your Form
• Handle Form Responses

Integrate Forms with Teams

• Add a Form as an App on Teams
• Get Notified on Teams when someone Fills out a Form

This Microsoft 365 training course is part of our 365 Pick and Mix training series.

Course Duration: 1 Day

Course Prerequisites

This course is suitable for new or experienced Office users who are looking to gain a comprehensive understanding of common Microsoft 365 Apps. Delegates attending this course should be able to:

• Use a PC or Mac or equivalent interface device
• Use the Internet and download files

Complete Course Outline

Microsoft 365 Teams

Teams Basics

• Sending a message
• The etiquette of conversations
• Adding pictures to messages
• Adding hyperlinks to messages
• Using emojis
• Using memes
• Creating a poll
• Getting attention in Teams
• Creating a Teams announcement
• Sending messages to multiple channels

Managing Teams

• Adding and removing members of a team
• Changing member permissions
• Changing team settings
• Creating a channel

Working with Teams Apps

• Sharing a file
• Using version history
• Using the wiki
• Adding a tab to a channel
• Finding more apps for your team

Teams Meetings

• Scheduling a meeting
• Creating a Teams online meeting link
• Adding a virtual background
• Sharing the screen
• Recording a meeting
• Transcribing a meeting

Microsoft 365 Forms

Creating Forms

• Locating Microsoft Forms
• Creating a form
• Naming a form
• Pinning forms
• Deleting forms

Adding Form Components

• Choice
• Text
• Rating
• Date
• Ranking
• Likert
• File upload
• Net promoter
• Adding pictures to a form

Changing Form Options

• Changing the form theme
• Altering form settings

Sharing Your Form

• Creating a link to your form
• Creating a QR (Quick Response) code
• Embedding your form on another site
• Emailing your form

Form Responses

• Handling form responses
• Sharing form responses
• Getting form results into Excel
• Collaborating with others

Creating a Quiz

• Handling correct and incorrect answers
• Scoring

Adding Branching

• Creating a basic branching structure
• Adding sections
• Using branching in standard forms
• Incorporating branching in quizzes

Integrating Teams and Forms

• Adding a form as an app in Teams
• Getting notified in Teams when someone fills out a form

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Post-Course Resources

• Training notes & exercise files
• Online materials: video tutorials & shortcuts
• 3 months post training support