How To Use Microsoft Forms in Your Small Business

How To Use Microsoft Forms in Your Small Business

Microsoft Forms can help your business to quickly and easily gather essential data from clients and staff. However, it's an often overlooked tool when it comes to the Microsoft 365 Suite. 

Today, we've got some ways in which you can use Forms to drive your business forward effectively. 

Get client feedback. 

Collecting testimonials and client feedback can be tricky and timeconsuming for both parties involved. 

How many times have you finished a project for a client only to forget to ask them for a testimonial? Or, alternatively, you did remember to email them, and they even said they would get back to you, but things got busy and the quote never materialised. 

Encourage your clients to provide instant feedback by presenting them with a simple and quick form to fill out at the end of each project. 

Save yourself time by creating one Form that you send out at the end of every project. 

Meanwhile, for retainer clients, you could send one out each quarter or annually, to collect honest feedback to find out how you're doing. 

While this may sound like a daunting prospect (no one likes to be criticised), involving your clients in this way can help you refine your processes, improve your service and boost client retention. 

Collect staff feedback. 

Forms can also be used to collect feedback from your team. Again, the easy-to-use format allows your staff to quickly provide their thoughts by ticking a few boxes and writing a couple of sentences. 

Plus, you don't need to worry about gathering all the data afterwards as Forms automatically stores it for you, and you can even generate an Excel document from your responses. 

One example of using Forms for staff feedback could be to check in with them on how they're finding working from home and if they have any issues, or need any additional support and equipment. 

Policy documents. 

Policies are a part of running a business, but how can you be sure everyone on your team has read and agreed to them?

With Forms, you can keep track of who has read and signed which policies by sharing a link to the policy document with the question "I have read and been informed about this policy linked below: [insert your link to the policy document]". 

You can then set one option as the answer "I agree". Forms will then collect responses and track who has agreed to the policies. 


A lot of training is now being carried out remotely. You can monitor progress and reinforce learning by creating short quizzes in Forms. 

This could be a series of follow up questions to a previous training session, or a refresher quiz on some business best practices. 

You could also use this technique to onboard new members of staff and track their development. 

Now that you know how easy it is to get started with Microsoft Forms, will you be using them in your business? 

If you need any additional support, or have any questions about your business's IT or Microsoft 365, get in touch with a member of our team right now

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