Forum Discussion
How do you run engagement surveys with Forms, effectively?
We run quarterly engagement surveys through Forms and the response rate is decent. But the problem is what happens after. The results go into a PowerPoint, leadership discusses it once, and then nothing changes until next quarter when we ask the same questions again. My boss asked me to find a way to make survey results more actionable - like automatically flagging teams with low scores, triggering follow-up 1:1s, or at least giving managers a dashboard they'll actually look at. Is anyone doing engagement surveys inside Teams in a way that connects to real follow-up actions?
2 Replies
This is so common honestly. Forms is fine for collecting data but thats kinda where it stops. The "results go into a PowerPoint, leadership talks about it once" cycle is painfully familiar lol.
The core issue is that Forms wasnt built to close the loop. It collects answers but doesnt know what to do with them afterwards. You'd need Power Automate flows to flag low scores, then somehow route those to managers, then remind them to follow up... it becomes a whole project just to make surveys actionable.
We switched to running our engagement surveys through Teamflect which lives inside Teams. The difference is that results go directly to each manager's dashboard, broken down by their team.
Worth taking a look at this:
https://learn.microsoft.com/en-us/dynamics365/customer-voice/send-survey-flow
Microsoft Forms help & learning
