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Microsoft 36517 Aug 2026 · 2 min read

Getting More Out of Microsoft Forms

It's more than a quiz tool once you know these settings

By Shehryar Hassan, Microsoft 365 & Azure Consultant

Most people I know only touch Microsoft Forms when someone in a meeting says "let's just send out a quick form" for a lunch order or an event RSVP. That's fine, but Forms can do a lot more, and most of it is sitting in settings nobody opens.

Branching so people only see relevant questions

If you've built a form where question 4 only makes sense after a "yes" answer on question 2, look at Branching under the settings menu (the three dots, then Settings). You can send respondents to different questions, or skip straight to the end, based on how they answer. This is the difference between a form that feels smart and one that makes everyone read through questions that don't apply to them. I use it for onboarding forms now, one branch for new hires who already have a laptop, one for hires who need one ordered.

Getting responses into Excel without copy-pasting

The green Excel icon at the top of the Responses tab exports everything into a workbook with one row per response. It doesn't auto-refresh, you have to click it again after new responses come in, but for anything you're going to analyze past a quick glance, that export is a lot faster than reading through the Responses tab one entry at a time.

Locking a form down

Two settings matter here: "Who can fill out this form" and "Record name automatically." If you're collecting anything sensitive, internal only plus recording names means you always know who submitted what, and people outside your organization can't stumble onto it. If you want anonymous feedback instead, turn the name recording off and say so in the form title. People are more honest when they know their name isn't attached to the answer.

Forms also has a quiz mode most people never touch, with points, correct answers, and automatic feedback per question. It's built for training checks, not the dreaded compliance test, just a way to confirm someone actually read the policy you sent them. Worth trying once before you go build something more complicated for the same job.

#Microsoft 365#Forms

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