Office 365 Forms logo

This is a pro tip based on our presentation to our Baton Rouge IT support customers on Using Office 365 Forms for physician offices webinar.  Microsoft Forms is a web-based application within the Office 365 suite that allows users to build quick checklists, forms, polls, and quizzes.

Whether you are trying to decide what kind of pizza to order for a staff meeting or taking a vote on something more important, a poll makes it easy.  Incorporating polls into your meetings can help you review how office procedures are going, collect learnings, acknowledge mistakes, and identify space for improvement.  You can run an individual poll or a short feedback survey to ask each team member what they think worked well and what could be improved.

You can create an instant, real-time poll in seconds within an Outlook email message using Forms. The Quick Polls by Microsoft Forms app is a free Outlook add-in that integrates poll activities generated in Outlook email recipients with Forms.

Here are the steps involved in including a Forms poll in Outlook:

  1. In Outlook, on the Home ribbon select Get Add-ins and search for Quick Polls by Microsoft Forms and click Once installed, the icon resides on the Message ribbon in a group entitled Quick Poll.
  2. Select New Message>Forms (Quick Poll).
  3. A Quick Poll navigation appears on the right of the email message window with the option to input your question and two option commands to customize your question answers.
  4. To add additional options, click + Add option (you can decide if you want responders to only select a single answer or multiple answers—if you want to allow multiple answers, toggle the Multiple answers option on).
  5. After you have completed your poll options, select Insert poll into email.
  6. The message window updates to include the poll question in the subject line and a link to your poll in the body of the email. You are now ready to send your poll!
  7. Recipients of the poll can answer and vote in the message preview pane.
  8. Votes are updated in real time in the email message and a read-only card representing the poll with its responses appears on the home page in Forms.

This and a lot more was covered in our Using Office 365 Forms for physician offices webinar.