Introducing new agentic features for Copilot in Forms – Create, Refine, and Share with Ease
Say hello to new agentic features for Copilot in Forms—your intelligent assistant that helps you work smarter to collect data and make decisions. Copilot can now help you get your form ready to send with relevant, easy-to-use suggestions tailored to your form. It can also help you collect and monitor response progress, so you can offload mental effort and get informed when it’s time to take action. And finally, Copilot can help you proceed to more advanced data analysis in Excel, so you can arrive at insights quickly and efficiently. Let’s check how it works. You may already be familiar with using Draft with Copilot to create new forms from scratch. Now, as you edit your form, Copilot can help review and provide suggestions, so you can easily achieve a well-structured and ready-to-send form. Here are some suggestions Copilot can provide to help refine your form: Copilot in Forms reviewing a form Suggestions to refine the form Content suggestions Copilot can suggest ways to improve your form content—such as adding more questions to gather detailed insights, refining wording for clarity and accuracy, or marking important questions as required to ensure you collect all necessary feedback. You can even view Copilot’s suggestions on the form canvas, making it easy to visualize the changes and decide which ones to adopt. Viewing a suggestion to add a question Theme suggestions Copilot can recommend a relevant theme based on the topic of your form, so you can engage your respondents effectively with a polished look and feel. A well-designed form can boost user interaction and improve response rates, making it both professional and inviting. You can also use the prompt box to ask Copilot to help find a specific type of theme you have in mind. Selecting from theme suggestions Settings suggestions Additionally, Copilot can recommend settings that enhance both response management and user experience. This includes allowing responders to receive a copy of their submission, providing the option to edit their response later, or more. These settings help make your form more effective and easier to use. Selecting from settings suggestions Once your form is ready to send, Copilot can help with the next step. Collect and track response progress In addition to helping you refine your form and get it ready to send, Copilot can now fulfill agentic tasks like sending your form, monitoring response progress, and even sending reminders to nonrespondents. When you click “Boost response” from the Copilot suggestions menu, Copilot will suggest distribution channels, craft invitations, and offer to track response progress for you. If you have a specific response goal and deadline, Copilot can adjust the plan accordingly. Viewing a distribution plan from Copilot Invitations crafted by Copilot Adjusting response goal or deadline Tracking response progress When you toggle on response tracking, Copilot will monitor your response progress and inform you via email when it’s time to take action. For example, Copilot can craft reminder messages to send to nonrespondents, or let you know when your data is ready to analyze. By taking on the task of collecting and monitoring responses, Copilot helps you save time and mental effort, while collecting the insights you need to make an informed decision. Turning tracking on for a form Tracking response progress Advanced analysis in Microsoft Excel When your form data is ready, Copilot can help you analyze and arrive at insights for your form. From the responses page, Copilot can provide early insights to help you get a quick overview. Additionally, when you open your form data in Excel, you can use Copilot to run advanced analysis with Python to help transform and visualize your data into insightful charts and tables. In this way, Copilot works across Forms and Excel to help you arrive at faster insights and convert data into decisions. Insights on the Forms responses page Starting advanced analysis in Excel These agentic features for Copilot in Forms will begin gradually rolling out starting this April, and it will be available to all users in the coming months. To use it, you'll need a Microsoft 365 Copilot license. Click here for more details. Join our online community! Have questions about Copilot and want to discuss more? Join our online community to connect with us and exchange insights. Plus, stay tuned for our upcoming customer calls where we’ll share the latest features and roadmap! Click here to register and join the conversation!How to update to the new solution for syncing forms responses to Excel
We are excited to announce that we have a new and improved solution for syncing your form responses to Excel, with better reliability and performance! Previously, some Forms supported an older version of live data synchronization with Excel. This older solution will be gradually discontinued and completely replaced by the new solution by October 20th, 2024.Introducing Copilot in Forms: Redefining Your Forms Creation
Join us in welcoming Copilot in Forms to the stage – your ultimate AI assistant for creating surveys, polls and forms. We are excited to announce that in early March, Copilot in Forms will be available for commercial customers in Microsoft Forms. Simply describe to Copilot the form you’d like to build, and a well-designed draft will be generated, making it easier than ever before! Check it out!Migrate Your Google Forms to Microsoft Forms in Microsoft 365 Admin Center
Now you can migrate your Google forms to Microsoft Forms for the full Microsoft 365 experience. This feature is currently available in the Microsoft 365 admin center and is designed as an admin and tenant-level feature, enabling admins to bulk migrate their Google forms to Microsoft forms through the Microsoft 365 admin center. Individual users can then access the migrated forms on the Forms website after the migration. In the initial phrase, we’re -leveraging the existing document migration process in the Microsoft 365 admin center to support forms migration under personal Google drives. Now, let's delve into the end-to-end process.Forms data sync to Excel is now fully available with more functionality
We’ve been gradually rolling out Forms data sync to Excel . During this process, we actively collected user feedback and iterated to enhance the feature for various use cases. I’m excited to announce that this feature is now fully available for all customers, complete with additional capabilities. Let’s explore these updates together.Add or remove people from your form response notification emails
Allowing only the form owner to receive response notifications has long been a pain point for many users. But that's no longer a problem! You can now add or remove people or groups from the response notification emails, for forms or quizzes, keeping everyone in the loop! Let’s check how it works together.What’s new in Forms | Mar 2024
Over the past 3 months, Forms has rolled out several new features spanning from form creation to data analysis, enhancing the experience for both authors and respondents. Additionally, we've introduced a new method to assist users in migrating from Google Forms to Microsoft Forms. Let's explore these features together.In-line poll experience in Outlook Web
I'd like to introduce you to our brand-new poll experience in Outlook web with Microsoft Loop to streamline your workflow. The current process of creating polls in Outlook can be somewhat cumbersome and less user-friendly. Email/poll composers must navigate through a side-pane to create a poll and cannot preview how it will appear to recipients before sending the email. With the in-line experience that Microsoft Loop provides, they can now create polls directly within an email thread. Recipients can then vote in line and instantly check the real-time poll results. Let's dive into this amazing new feature and explore it together!Pre-fill Responses in Your Microsoft Forms
We are excited to share that Microsoft Forms now supports pre-filled links, making your data collection process more efficient and improving data accuracy. This feature not only allows you to set default answers for your questions, it empowers you to strategize how you would like the responses categorized. To help you better understand how to leverage this new feature, let's try it together with an online training feedback survey.Boost engagement with Copilot in Forms
We have been continuously enhancing Copilot’s capabilities over the past few months, focusing on everything from form creation to distribution, to make it your ultimate form creation assistant. This June, we enabled more capabilities for distributing forms, helping you boost audience engagement and increase response rates. Let’s explore the new capabilities together!
