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24WX-0043: How To Use Microsoft 365 Forms to Create Online Surveys (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Friday, April 26, 2024
11:00am - 12:00pm Central Time
1 CPE (1 non-technical)

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.

Major subjects

  • 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

Learning objective(s)

  • 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

Who should take this program?

Anyone who needs to create simple fillable forms or online surveys

Fees

Our records indicate you are a nonmember. If you register, you will be charged $55.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $55.00
checkmark Standard Nonmember Fee $55.00

More program information

Instructor John Higgins, CPA, CITP
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (1.0)
Level Basic
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.