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!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.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.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.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.More solution based templates are now available in Microsoft Forms
We’re continuously working to deliver end-to-end solutions that help boost efficiency and productivity. After launching the employee satisfaction template in December 2024, we’ve added more templates to support a wider range of scenarios. Whether it’s gathering feedback, managing internal processes, or streamlining event planning, these ready-to-use templates help you get started faster and work smarter. Please note that this experience is currently only available in the en-US region. Let’s check the templates together! Access solution based templates in Forms portal Templates are easy to find right in Forms portal. With just one click, you can browse the template collection and get started with one that fits your needs, including pre-built questions and a summary view in Excel. New scenario – registration Registration template is now available in Forms. Whether you're organizing a workshop, webinar, open house, or team offsite, collecting participant details quickly and efficiently is key. You can get started right away with our pre-built registration form—saving you time and ensuring you capture all the important information. What’s in the Registration Template? The template comes with a them that fits the topic and covers all the essential questions needed to organize a successful event, including: Attendance confirmation Contact information (name, email, and phone number) Event or session preferences Special requirements (e.g., dietary restrictions, accessibility needs) Open-ended questions for additional comments You can easily customize these questions to suit your specific needs. Track sign-ups and take action Once people register for the event, you can track attendance status directly in Excel. With real-time response syncing, each new registration is instantly reflected in the sheet. You’ll also get a summary of key aspects to help you better manage and adjust the event as needed. More scenario for feedback template Beyond registration, we now offer more feedback templates designed for different industries—like IT, manufacturing, consumer goods, retail, automotive, banking, healthcare, and transportation—so you can find one that fits your needs. Get started today Microsoft Forms templates make it easy to collect and manage information at scale—whether you're gathering event sign-ups, collecting feedback, or running internal surveys. From large company-wide initiatives to small team activities, these templates help you stay organized and focused on delivering a great experience. Just go to forms.office.com now and try out these templates. 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!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!
