Training course

Microsoft Forms Essentials in Office 365

This Microsoft Forms Essentials course covers how Forms, SharePoint and Power Automate integrate into data collection and storage solutions in Office 365.

  • 1 Day
  • Online or in person
  • Private courses available
Download outline (PDF)

Course Objectives

  • The objective of this course is to educate users in the basics of using MS Forms in Office 365 and its services and the business cases it can be applied to

Included

  • Comprehensive course materials and exercises
  • Lunch and refreshments when training is delivered at our training venues

Course content Back to top

  1. Basics
    Signing In
    Portal Screen
    Office 365 App Launcher
  2. Overview
    Design Forms
    Store Data in SharePoint
    Automate data entry and storage
    Share Form with others
  3. MS Forms
    Overview
    Types of Form & Form Templates
    Creating new Blank Form
    Controls & Properties
    Adding Sections
    Editing Forms & Form Properties
    Branching, Rules and Parameters
    Sharing the Form
  4. SharePoint Lists
    SharePoint Online
    View your SharePoint team site
    Searching and Navigating the Site
    Document Libraries and Lists
    Creating new SharePoint Lists
    Creating from Existing Lists
    Importing from Excel
    Adding Columns
    Column Types and Options
    Automation options
  5. Automation
    Flow (Power Automate)
    Flows in MS Forms & SharePoint
    Connectors available to Power Automate
    Create Flow from Template
    Flows with many steps
    Logical features
    Conditions & Switches
    Apply to each & do Until
    Run tasks on a schedule
    Create an approval flow
    Watch a flow in action
    Publish a template
  6. Putting it all together
    Form Submission Flows
    Attaching Flow to Form
    Triggering Flow when Form submitted Storing Form Data in SharePoint List
    Dynamic data settings
    Sharing and testing inputs
    Using SharePoint data in Office
  7. Further Topics
    New MS Lists application
    Power Apps and SharePoint Lists

Public dates and prices Back to top

Prices are per delegate and exclude VAT.

  • Tuesday 10 November 2026

    Virtual, live online 9:30–16:30

    £295+ VAT

Can't make these dates? Ask about a private course on a date that suits you.

Training a team?

Run this course privately, on your dates

  • Bespoke Bespoke private training can be based on an existing course or a number of lessons taken from several courses, we can also write bespoke courses for you based on your in-house systems or development program.
  • Private Flexible course content, flexible training date(s), flexible location(s), variable course length, private to your organisation - Courses can be held at one of our training venues or at another location convenient to you. Training can be set over a number of days or weeks to allow for practice time between training sessions.
  • Virtual These courses can be attended from anywhere.

What delegates say Back to top

Following this training what are you going to do differently

“Going to be automating POs into a folder for the planner who can then update once they’ve been planned.”
J.W., Ipl Global
“Very useful and information meaningful. Great answers to questions thrown out during the session”
B., Nobiauk

Please select the words that best describe your learning experience

“For someone who hasn’t used computers much this was a great help”
G.H., Universal Wolf, Excel Level 1
“GREAT COURSE, WELL PRESENTED!!”
R., Universal Wolf, Excel Level 2

Following this training what are you going to do differently

“Use macros more to simplify and make tasks quicker”
K.S., Betech 100Ptltd, Excel Level 3

Which part of the course did you find particularly valuable

“Data validation plus numerous other aspects”
A.T., Hyperdrive Innovation Ltd, Excel Level 3
“Very good and useful course.”
J.O., Northumbria University, Adobe InDesign Level 1

Following this training what are you going to do differently

“More confident”
N.A., Egger (Uk) Ltd, Excel Level 1

Please contact us to discuss your Microsoft Forms Essentials in Office 365 course, we have many solutions available to ensure you receive the best training possible.

Your Microsoft Forms course can be delivered online or in-person. You can choose your learning path and delivery style. Learn in-person or online with our virtual classrooms. Your course can be delivered online, at your office or at one of our training venues, it's your choice. Small course sizes. Course materials included. Flexible Microsoft Forms Essentials in Office 365 course content. Expert trainers and tried & tested training methods. Many course materials available online using your personal training account. You can master Microsoft Forms, please contact us to book a place or get a quote for your Microsoft Forms Essentials in Office 365 course.

IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed: 10/20/2026 10:15:34 PM