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How to Create and Manage a Survey with Microsoft Forms
Applies to: Microsoft 365 (Forms Web, Teams Integration)
Article Type: How-To
Last Updated: 2026-05-14
Summary
This article shows you how to create surveys and quizzes in Microsoft Forms, customize questions, share your form with respondents, and view the collected responses — all from your browser without any administrator rights.
Prerequisites
- A Microsoft 365 work or school account.
- Microsoft Forms is accessed via your browser at https://forms.office.com — no installation required.
- No administrator rights are needed for any steps in this article.
Instructions
1. Open Microsoft Forms
Access Forms from your browser or the Microsoft 365 app launcher.
- Go to https://forms.office.com and sign in with your work account.
- Alternatively, go to https://office.com, click the App launcher (grid icon in the top-left), and select Forms.
- The Forms home page displays your recent forms and a button to create new ones.
2. Create a New Form or Quiz
Choose between a standard form (survey/feedback) or a quiz (with correct answers and scoring).
- Click New Form to create a survey or feedback form. Click New Quiz if you need graded questions with correct answers.
- Click the Untitled form title at the top to give your form a descriptive name (e.g.,
Employee Satisfaction Survey Q2 2026). - Click the subtitle area below the title to add optional instructions or context for respondents.
3. Add and Configure Questions
Build your form by adding different question types.
- Click Add new (the + button) to insert a question.
- Choose from the available question types:
- Choice — Multiple choice (single or multi-select). Best for structured answers.
- Text — Short or long text input. Best for open-ended feedback.
- Rating — Star or number rating (1-10). Best for satisfaction scales.
- Date — Date picker. Best for scheduling or event-related forms.
- Ranking — Respondents rank options in order. Best for prioritization.
- Likert — Matrix of statements with agreement scales. Best for multi-item surveys.
- Net Promoter Score — 0-10 scale with built-in NPS calculation. Best for customer/employee loyalty metrics.
- File Upload — Respondents attach files. Best for collecting documents.
- Type your question text in the question field.
- Toggle Required to make a question mandatory.
- Click the three-dot menu (⋯) on any question for additional options: Subtitle (helper text), Shuffle options, Add branching (skip logic), or Drop-down (change a choice question to a dropdown).
4. Use Branching Logic (Skip Logic)
Route respondents to different questions based on their answers.
- Click the three-dot menu (⋯) on the question where you want to add branching.
- Select Add branching.
- For each answer option, use the dropdown to select which question the respondent should go to next.
- Select End of the form to skip remaining questions for a specific answer.
- Click Back to return to the form editor when finished.
- Test your branching by previewing the form (see Step 6).
Note: Branching only ever jumps forward — the Go to dropdown lists nothing above the question you are branching from. Get your question order right before you build it, and give the last question of every branch an explicit destination or the paths bleed into each other. How to Use Branching Logic in Microsoft Forms walks through the ordering rule, ending the form early, and testing every path.
5. Customize Form Settings
Control who can respond, deadlines, and response behavior.
- Click the three-dot menu (⋯) in the top-right corner of the form and select Settings.
- Configure the following options:
- Who can fill out this form: Choose between Anyone with the link (anonymous external respondents) or Only people in my organization (requires sign-in, records respondent names).
- Accept responses: Toggle off to close the form after a deadline or when you have enough responses.
- Start date / End date: Set an automatic open and close window.
- Shuffle questions: Randomize question order to reduce bias.
- Show results automatically: Allow respondents to see aggregated results after submitting (useful for polls).
- Notification: Toggle Get email notification of each response to receive real-time alerts.
- Click outside the settings panel to save.
6. Preview and Test Your Form
Always preview before sharing to catch errors in question logic or formatting.
- Click Preview in the top-right corner of the form editor.
- The form opens in a preview mode. Fill it out as a respondent would.
- Test all branching paths by submitting different answers.
- Use the Computer and Mobile toggle at the top of the preview to check how the form looks on different devices.
- Click Back to return to the editor and make corrections.
7. Share Your Form
Distribute your form via link, email, QR code, or Teams.
- Click Collect responses (or Share) in the top-right corner.
- Choose a sharing method:
- Link — Copy the URL and paste it in an email, chat, or website.
- QR Code — Download a QR code image for printed materials or presentations.
- Embed — Copy an HTML embed code for a website or SharePoint page.
- Email — Send the form directly via Outlook.
- To share in a Teams channel, open the Teams channel, click the + tab at the top, search for Forms, and select your existing form.
8. View and Export Responses
Monitor responses in real time and export data for analysis.
- Open your form at https://forms.office.com.
- Click the Responses tab at the top.
- View the summary with auto-generated charts and statistics.
- Click View results to see individual responses one at a time.
- Click Open in Excel to export all responses to an Excel workbook for detailed analysis. The file is saved automatically to your OneDrive.
- To delete a response, open the individual response view and click Delete.
Note: The summary charts report one question at a time and cannot cross-tabulate two questions against each other, multi-select answers arrive as one semicolon-separated cell, and Delete all responses is permanent with no recycle bin. How to Export and Analyze Microsoft Forms Results covers reshaping the export, building a PivotTable, and sharing a read-only results link.
Troubleshooting
TIP
If you need to collect responses from people outside your organization (e.g., customers or vendors), make sure to change the form setting to Anyone with the link under Settings. By default, forms may be restricted to internal users only.
| Symptom / Error | Potential Cause | Solution |
|---|---|---|
| "You don't have permission to view this form" | Form restricted to organization members | Change the setting to Anyone with the link under Settings, or sign in with a work account. |
| Respondent cannot submit the form | Form is closed or past deadline | Open the form, go to Settings, and verify Accept responses is toggled on and the end date has not passed. |
| Responses not appearing in Excel | Excel file not refreshed | Open the Excel export, go to Data > Refresh All to pull the latest responses. |
| Branching logic not working | Incorrect "go to" destination | Click the three-dot menu (⋯) on the question, select Add branching, and verify each answer points to the correct next question. |
| Cannot find my form | Form is in a different account or group | Sign in at https://forms.office.com and check both My forms and Shared with me tabs. Check group forms if you created it in a Teams channel. |
| File upload option not available | Feature limited to organizational accounts | File upload requires respondents to sign in. Change the form setting to Only people in my organization. |
Related Articles
- How to Use Branching Logic in Microsoft Forms
- How to Export and Analyze Microsoft Forms Results
- How to Create and Use Polls in Teams
- How to Use List Views and Filters in SharePoint
- How to Use the Analyze Data Feature in Excel
- How to Share Files and Folders via OneDrive
- How to Use Microsoft 365 Copilot Basics
- Understanding Microsoft 365 Apps — What Each App Does and When to Use It