Evolving the Copilot experience in Microsoft Forms
We’re excited to introduce a major upgrade to Copilot in Microsoft Forms - now featuring seamless integration with a Microsoft 365 Copilot chat experience. This new experience builds on the familiar Copilot interactions users already know from Word, Excel, and PowerPoint, while adding Forms-specific intelligence to help you create, refine, and analyze forms more effectively. Copilot works alongside your form to deliver tailored suggestions and refinements, help configure settings, prepare your form for distribution, and turn responses into clear, actionable insights – all within a chat pane that you know and use across the Microsoft 365 suite. Using the new Copilot experience in Forms When you create or open a form or quiz in Microsoft Forms, you’ll see the Copilot icon in the lower-right corner. This Dynamic Action Button works the same way across Microsoft 365 apps - select it to access contextual assistance, such as improving your questions or analyzing results right where you’re working. When you open the chat pane, Copilot is automatically grounded to your form, and able to access specialized Forms features to help you edit, send, and analyze. Here are some examples of how chat can improve your workflow: Review and suggest improvements to your form such as organizational layout, sectioning, missing questions, or settings that may conflict with your form’s purpose - such as enabling anonymous response or multiple responses per user. Complete bulk edits like replacing a placeholder name with an updated one throughout the form, or changing multiple questions to required or not required. Ask about specific drilldowns or summaries you’re seeking from your form results, to help you understand your data and unlock your next action. What’s new This new experience merges the benefits of the familiar Copilot chat experience with Forms specialization, building on your feedback and introducing key improvements: Smarter suggestions & refinements: Get targeted recommendations to improve your form’s structure, clarity, and effectiveness. Copilot can also apply refinements directly to the form, so you can save time making edits – just describe what you want, and watch Copilot make it happen. Deeper analysis: Copilot can now analyze your results in-depth to provide clear insights and actionable takeaways for you and your team. You can even ask follow-up questions to help parse and summarize your data and unlock your next step. More settings: Review and update form settings with ease, such as applying custom thank-you messages and close dates, so your form is ready to send. You can also adjust question settings in bulk, such as making questions required. Open-ended chat: Copilot chat gives you access to a broad world of capabilities, whether you’re seeking inspiration on survey topics or consulting on how to configure your form – the possibilities are broad with Copilot at your fingertips. Basic branching: Apply basic branching logic directly through the agent. (Note that some complex scenarios are not yet supported, and you should continue to review your branching logic prior to sending your forms.) And some features that you use and love today are not changing at all – such as Draft with Copilot and on-canvas Copilot features like Rewrite, Add question, Answer explanations for quizzes, and more. These will continue to help you work with your form directly in the canvas. Availability The new Copilot in Forms is rolling out to worldwide users now, and will be available to users with Microsoft 365 commercial Copilot licenses. Consumer Copilot subscribers will continue to see the previous Copilot experience in Forms for now, which includes a Copilot refinement bar that supports AI-credit-based Copilot licenses. To try it for yourself, go to Forms.
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.Shipped! Surveys Agent now live for customers in Microsoft 365 Copilot (Frontier program)
Today, we’re excited to introduce Surveys Agent in Microsoft 365 Copilot, a brand-new pre-built agent developed by Microsoft, now available through the Frontier program. Think of Surveys Agent as your personal survey expert—ready to help you from start to finish. Whether you're gathering feedback from a training session, measuring employee satisfaction, or running customer research, Surveys Agent has your back. It helps you: Draft surveys tailored to your goals so you have a shareable survey right away Refine questions to make your survey easy to use, and drive meaningful results Launch your survey with a clear plan and timeline Send invitations and reminders to boost response rates Track progress and analyze results—all through a simple chat conversation Gone are the days of piecing together multiple tools to create forms, chase replies, and interpret feedback. Surveys Agent streamlines the entire process into a simple conversational experience, making survey creation as intuitive as having a chat. While drafting your survey, you can view refinements instantly alongside the conversation. When you’re ready to launch, Surveys Agent recommends the optimal timeline and distribution channels, even preparing and sending invitations to your selected audience – all from within the same conversation. From there, the agent keeps you informed by automatically tracking response rates, sending timely reminders, or notifying when it’s ready to dive into the results. You can come back to the conversation at any point to check in on the survey’s status or analyze the responses – ask questions in chat or export your findings directly to an Excel workbook. It’s like having an intelligent assistant that helps you design better questions, launch with a plan, send reminders, and analyze results without all the heavy lifting. Surveys Agent is now available to commercial users with a Microsoft 365 Copilot license as part of the Frontier program that gives customers early access to new Copilot innovations while they’re still in development. You can find it in the Agent Store under Built by Microsoft—or jump straight in here: Surveys Agent (Frontier) - https://aka.ms/GetSurveysAgent. To learn more about Surveys Agent, go here - https://aka.ms/SurveysAgentStart. We can’t wait to see how you use it, and we’re eager to learn from your feedback as we improve the experience. Just give Surveys Agent responses a thumbs up or a thumbs down, and write your feedback – it really helps us continue to build and refine the product!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.Ultimate Polling and Quiz Experience with Polls app: The Replacement for Forms app in Teams meeting
Initially Forms app was launched in Teams - for different experiences based on the sync vs async user scenarios, as it points to polling experience in meetings for quick creation to launch, while it points to survey experience in the context of Teams channel.To provide an intuitive and easy-to-access experience , Polls app was launched - a dedicated app for all your polling and quiz needs in Teams meeting and chat. We are glad to see that hosting an effective and interactive meeting just got easier after the launch of Polls.Introducing Forms data sync to Excel
The highly anticipated feature – Forms data sync to Excel is now available in Microsoft Forms. With just one click, you can now easily access all your form responses in Excel for the web and take advantage of Excel’s rich functions to analyze and visualize your data. With automatic syncing of new responses in real-time, you can keep working on your existing spreadsheet without missing a beat. No more juggling multiple copies of the same file, making it easier than ever to stay on top of important data. Ready to check out this feature? Let’s get started!Now generally available: Surveys Agent in Microsoft 365 Copilot
We’re thrilled to announce that Surveys Agent - your intelligent assistant for managing surveys end-to-end - is now generally available to all commercial customers worldwide with a Microsoft 365 Copilot license. Previously available through the Frontier preview program, Surveys Agent has helped early adopters streamline data collection and actionable insights for use cases like training sessions, employee engagement, and customer research. Now, it’s ready for everyone. What can Surveys Agent do? Surveys Agent simplifies the entire survey lifecycle through a conversational experience. Whether you're starting from scratch or refining an existing survey, it helps you: Create surveys instantly in a shareable Microsoft Forms draft Refine your survey to improve question clarity and structure Plan launch timelines and distribution strategies Send invitations and reminders to maximize responses Monitor progress and keep you apprised via Outlook Get status, summary of response and open in Excel for deep analysis No more juggling multiple tools or chasing down responses. Surveys Agent brings everything together in one place, making survey creation as easy as chatting with an expert colleague. Built into Microsoft 365 Copilot From drafting to distribution, Surveys Agent works seamlessly inside your Copilot experience. It suggests optimal launch plans, prepares outreach messages, and keeps you updated with response tracking. You can revisit the conversation anytime to check status, ask follow-up questions, or export results to Excel for deeper analysis. What’s new with General Availability? With this broader release, Surveys Agent is now accessible to all commercial Microsoft 365 Copilot users. You can find it in the Agent Store under Built by Microsoft, ready to help you build, run, and analyze surveys with less effort. With general availability, we’ve also introduced several key enhancements to make Surveys Agent even more powerful and intuitive: Grounding to your content: You can now connect Surveys Agent to Word, Excel, and PowerPoint files, as well as existing Microsoft Forms survey links, to help draft and refine surveys with richer context. Interactive tutorial prompt: Learn about Surveys Agent’s capabilities in more depth before diving in—perfect for first-time users. Try Surveys Agent today Surveys Agent is available to business users with a Microsoft 365 Copilot license. Ready to get started? Install Surveys Agent and pin it to your Microsoft 365 Copilot sidebar for quick access. We’re excited to see how you use it—and we’re listening. Share feedback directly in the chat by rating responses with a thumbs up or thumbs down and adding your comments to help us shape what’s next. Looking forward to seeing how Surveys Agent can support your workflow and continue to bring you from idea to insights with less effort!
