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Power up Your Business Process Toolbox with Microsoft Forms

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Presentation on theme: "Power up Your Business Process Toolbox with Microsoft Forms"— Presentation transcript:

1 Power up Your Business Process Toolbox with Microsoft Forms
Ahmad NAjjar

2 Power Users have several options today for creating business process solutions in Office 365
Measure Act Automate POWER USERS Power BI PowerApps Microsoft Flow DEVELOPERS AND IT PROS Pro BI Pro Dev (Azure, Xamarin) Pro Integration with LogicApps SharePoint Common data service Connectors + gateways

3 Microsoft forms Microsoft Flow further expands the offering

4 Cloud-based Similar to other cloud-based solutions, the forms are automatically saved and available for sharing

5 Question Types Forms can use many questions using a combination of question types available

6 Question Types For Quizzes, Points can be assigned to each question

7 BRANCHING Leverage branching if you want the user to only answer relevant qustions

8 ADDITIONAL OPTIONS

9 Demo Survey Vs Quiz

10 Responses Get immediate Results - Online

11 Open in excel Exports all the metadata captured

12 Forms & flow You can build Flows to capture one or more survey results

13 Responses, excel online survey & forms in flow
Demo Responses, excel online survey & forms in flow

14 Forms in Excel online Microsoft Forms have become a replacement for Excel surveys

15 Mapping fields Question Type Text and Long Text Limitations/Issues
Those two question types work well in SharePoint, where information gets copied in the proper format. However, Forms doesn't limit the length of a string in a standard text field. If the text is longer than the maximum supported 256 characters, then the workflow will hang and eventually fail Ratings Ratings are represented as numbers in Forms. When stored in SharePoint, you can use either a text field or Number field to store the numeric value of the rating in it. Date Date fields captured in Forms can be mapped directly to date fields within SharePoint without any issues. Currently, there is no way to enter time in Forms. So if you use a Date field and configure it to show Date and Time, the time will always be 12:00AM.

16 Mapping fields Question Type Text and Long Text Limitations/Issues
Those two question types work well in SharePoint, where information gets copied in the proper format. However, Forms doesn't limit the length of a string in a standard text field. If the text is longer than the maximum supported 256 characters, then the workflow will hang and eventually fail Ratings Ratings are represented as numbers in Forms. When stored in SharePoint, you can use either a text field or Number field to store the numeric value of the rating in it. Date Date fields captured in Forms can be mapped directly to date fields within SharePoint without any issues. Currently, there is no way to enter time in Forms. So if you use a Date field and configure it to show Date and Time, the time will always be 12:00AM.

17 Mapping fields Question Type Text and Long Text Limitations/Issues
Those two question types work well in SharePoint, where information gets copied in the proper format. However, Forms doesn't limit the length of a string in a standard text field. If the text is longer than the maximum supported 256 characters, then the workflow will hang and eventually fail Ratings Ratings are represented as numbers in Forms. When stored in SharePoint, you can use either a text field or Number field to store the numeric value of the rating in it. Date Date fields captured in Forms can be mapped directly to date fields within SharePoint without any issues. Currently, there is no way to enter time in Forms. So if you use a Date field and configure it to show Date and Time, the time will always be 12:00AM.

18 Mapping fields Question Type Text and Long Text Limitations/Issues
Choices (Single) When you create a Single Choice question in Forms, the results need to be stored in a text field in SharePoint. Trying to save the result in a Choice field (with the same options) will result in empty results. Interestingly, if you were to try and convert the SharePoint text field to a choice field later on, it will actually recognize the values. However, Forms doesn't limit the length of a string in a standard text field. If the text is longer than the maximum supported 256 characters, then the workflow will hang and eventually fail Choices (Multiple) With multiple choice questions you also need to store the results in a SharePoint text field. Parsing of the results requires extra work, as the format of the Forms multiple choice field differs from that in SharePoint, as shown below: Forms Multiple Choice: ["100 - Beginner","200 -Novice","300 - Intermediate","400 - Expert"] SharePoint Multiple Choice: Beginner;200 -Novice;300 - Intermediate;400 – Expert

19 Mapping fields Question Type Text and Long Text Limitations/Issues
Choices (Single) When you create a Single Choice question in Forms, the results need to be stored in a text field in SharePoint. Trying to save the result in a Choice field (with the same options) will result in empty results. Interestingly, if you were to try and convert the SharePoint text field to a choice field later on, it will actually recognize the values. However, Forms doesn't limit the length of a string in a standard text field. If the text is longer than the maximum supported 256 characters, then the workflow will hang and eventually fail Choices (Multiple) With multiple choice questions you also need to store the results in a SharePoint text field. Parsing of the results requires extra work, as the format of the Forms multiple choice field differs from that in SharePoint, as shown below: Forms Multiple Choice: ["100 - Beginner","200 -Novice","300 - Intermediate","400 - Expert"] SharePoint Multiple Choice: Beginner;200 -Novice;300 - Intermediate;400 – Expert

20 surveys in Office 365 There are different ways to manage surveys in Office 365

21 SharePoint online survey
Supports multiple question types with branching Browser-based interface Export results to Excel

22 Yammer polls Broadcast single multiple- choice question to all group participants. Results are visualized directly in the Yammer group

23 Microsoft forms in Excel
Supports multiple question types with branching Responsive, Browser-based interface Allow anonymous users to submit surveys

24 Powerapps Highly customizable
Integrate with many types of data sources

25 OFFICE 365 SURVEY OPTIONS SUMMARY
Structure Multi-question Variety of question types Logic (e.g. branching) Default Answers Pre-load fields User Experience Browser support Dedicated Client App Responsive Customizable Design Anonymous Responses Responses Export Results Integrate with Flows


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