About This Article
This article was created using an automated workflow powered by generative AI. It reviews the Microsoft Forms Service Description and current Microsoft 365 Enterprise plan information to outline how users can get started with form creation and result verification.Verification Status: 📘 Official Information Verified, Device Testing Not Performed
Microsoft Forms is a Microsoft 365 app that allows you to create surveys, registration forms, quizzes, and polls directly within a browser. You can view response results in real time and export them to Excel as needed.
- License Classification
- When to Use Forms
- Getting Started: Creating a 3-Question Form
- Exporting and Checking in Excel
- Best Practices for Power Automate Integration
- Prompts for Generating Questions Using Copilot or Generative AI
- Best Practices for Business Use
- Key Points for Administrators
- Official and Primary Sources
License Classification
| Feature | M365 E3 | M365 E5 |
|---|---|---|
| Forms | Available | Available |
| Internal organization-only forms | Available | Available |
| External responses | Depends on admin settings | Depends on admin settings |
According to the official Microsoft Service Description, Forms is available in Microsoft 365 E3/E5.
When to Use Forms
Event registration
Simple internal surveys
Post-training comprehension quizzes
Information gathering before inquiries
Scheduling preference collection
Polls within Teams meetings
For complex approval workflows or multi-stage approval processes after submission, consider combining Forms with Power Automate or Power Apps.
Getting Started: Creating a 3-Question Form
Create the following 3 questions.
1. 氏名（テキスト） 2. 参加しますか？（選択肢: はい / いいえ） 3. コメント（長文テキスト）
Submit 1 test response.
Check Here
Verify that the response count and content update correctly on the "Responses" screen.
Try Changing One Setting
Make the second question mandatory and test whether you can submit it without answering. This helps you understand how a single setting affects the respondent's experience.
Exporting and Checking in Excel
When exporting Forms results to Excel, verify the response timestamps and values in each column.
Even if you perform sorting or aggregation after exporting to Excel, keeping the original data column meanings unchanged makes future reuse much easier.
Best Practices for Power Automate Integration
A typical example is "Send a notification when a new response is submitted".
Forms: 新しい回答が送信されたとき ↓ Forms: 回答の詳細を取得 ↓ 条件: 「参加しますか？」 = はい ↓ Teams または Outlookで通知
To be safe, start by sending notifications only to yourself to verify the workflow before implementing auto-approvals or external routing.
Prompts for Generating Questions Using Copilot or Generative AI
社内研修後アンケートの質問を5問作ってください。 目的は「満足度」ではなく「実務で使える状態になったか」の確認です。 誘導的な質問を避け、選択式3問・自由記述2問にしてください。
Do not publish AI-generated questions as-is; review them to ensure respondents will not misunderstand the wording.
Best Practices for Business Use
Clearly indicate whether responses are anonymous or identified
Check administrative policies before allowing external responses
Avoid collecting unnecessary personal information
Establish a response deadline
Determine a retention and deletion policy for responses
Prevent the proliferation of exported Excel copies
Key Points for Administrators
External sharing permissions
Internal-only settings
Anti-phishing measures
Data retention
Teams integration
Power Automate integration
Official and Primary Sources
Microsoft Forms service description: https://learn.microsoft.com/en-us/office365/servicedescriptions/microsoft-forms-service-description
Microsoft Forms: https://forms.microsoft.com/
Instead of thinking of Forms merely as a "survey creation app," recognizing it as a quick way to build input interfaces and pass results to Excel or Power Automate expands its potential use cases.
