April 25, 2025

Webinar

1 CPE

Webinar (CPA Crossings): How To Use Microsoft 365 Forms to Create Online Surveys 🗓️

April 25, 2025
Webinar
1 CPE

Webinar (CPA Crossings): How To Use Microsoft 365 Forms to Create Online Surveys 🗓️

  • View Bio

    Instructor

    John
    Higgins

    View Bio

    John Higgins

    Bio

    Meet John, the visionary behind Higgins Advisory, LLC., specializing in guiding CPAs and CFOs through digital transformation. Blending strategic advice, education, and coaching, John aims to not just navigate, but master today's digital landscape.

🗓️ View additional dates for this course

When you need to create a simple survey or form to capture data online, the Microsoft 365 Forms app can be just the right solution. You can use it for simple forms such as a client information form or client service evaluation form. You can create more sophisticated forms, such as a client tax organizer. All responses can remain confidential and can be viewed in Excel format for further analysis or to prepare the form data for import into another application. This course will take you through the step-by-step process for creating, distributing, compiling and analyzing digital forms and surveys. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation you will be able to...

  • Recognize the value proposition for using the Microsoft 365 Forms app to capture data online
  • Identify the specific steps required to create, distribute, collect and analyze form data.

Major Topics

The major topics covered in this course include:

  • Overview of the Microsoft 365 Forms app features and capabilities
  • Step-by-step review and demonstration of the Forms app
    • Designing your form or survey
    • Creating form questions
    • Using branching to eliminate unnecessary questions based on form input data
    • Customizing the form theme / style
    • Manage form response settings
    • Distribute forms via link, website or email
    • Review of the completed forms response report
    • Exporting forms data to Excel for further analysis

CPE Credits Available

1 CPE
1
Computer Software & Applications

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Technology

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Anyone who needs to create simple fillable forms or online surveys

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 55 55
    Join

  • COCPA Non-Member

    $ 72 72
    Your Price

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