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Mastering Microsoft Form and Microsoft Power Automate

Mastering Microsoft Form and Microsoft Power Automate


Duration: 5 Days



Course Description:

This course provides comprehensive training in Microsoft Forms and Microsoft Power Automate, equipping participants with the knowledge and skills to efficiently create forms, surveys, quizzes, and automate workflows. Participants will learn how to leverage the capabilities of Microsoft Forms to collect data effectively and use Power Automate to automate repetitive tasks, streamline processes, and enhance productivity.


Course Objectives:


1. Understand the features and functionalities of Microsoft Forms.

2. Learn to create various types of forms, surveys, and quizzes using MS Forms.

3. Explore advanced options for form customization and collaboration.

4. Gain proficiency in Microsoft Power Automate and its integration with MS Forms.

5. Create automated workflows to streamline processes and improve efficiency.

6. Learn best practices for data collection, analysis, and automation using MS Forms and Power Automate.

7. Develop practical skills through hands-on exercises and real-world scenarios.


Course Prerequisites:

Certainly! Here are the minimum required prerequisites for successfully undertaking training in the Microsoft Power Automate for End Users course, presented in a bullet point format:


  • Basic understanding of the Microsoft Office 365 suite, including applications like SharePoint, Excel, and Outlook.

  • Familiarity with the concept of workflow automation and the desire to learn how to automate tasks and processes.

  • Ability to navigate and perform basic operations on a Windows-based computer.

  • An active Office 365 subscription is recommended to follow along with the course labs and exercises.

  • Basic knowledge of data entry and the ability to manage files and folders.

  • No advanced technical skills are required, as the course is designed for end users.

  • These prerequisites are intended to ensure that participants have the foundational knowledge and tools necessary to grasp the course content effectively and to make the learning experience as beneficial as possible.


Target Audience for Microsoft Power Automate for End Users:

Microsoft Power Automate for End Users course empowers non-developers to automate workflows and streamline business processes.

  • Business Analysts

  • Project Managers

  • IT Support Staff

  • Office Administrators

  • Operations Managers

  • Process Managers

  • Power Users

  • Department Heads

  • Sales Professionals

  • Marketing Professionals

  • Human Resources Professionals

  • Quality Assurance Specialists

  • Compliance Officers

  • Educators and Trainers looking to enhance productivity through automation

Course Outline:


Introduction to Microsoft Forms

  • Overview of Microsoft Forms

  • Understanding the interface and navigation

  • Creating your first form

  • Exploring question types and options


Form Design and Customization

  • Designing visually appealing forms

  • Adding sections and branching logic

  • Utilizing themes and backgrounds

  • Collaborating on forms with co-authors


Advanced Form Features

  • Adding multimedia elements (images, videos)

  • Utilizing question branching and skip logic

  • Implementing response validation

  • Managing form settings and permissions


Data Analysis and Reporting

  • Analyzing responses in real-time

  • Exporting data to Excel for further analysis

  • Generating reports and summaries

  • Sharing and presenting data insights


Introduction to Microsoft Power Automate

  • Overview of Power Automate

  • Understanding flows, triggers, and actions

  • Creating your first automated workflow


Integration with Microsoft Forms

  • Connecting Microsoft Forms to Power Automate

  • Triggering flows based on form responses

  • Automating data entry and processing


Building Automated Workflows

  • Exploring pre-built templates

  • Designing custom workflows to automate tasks

  • Incorporating conditional logic and approvals


Advanced Power Automate Features

  • Working with variables and expressions

  • Integrating with other Microsoft 365 apps (e.g., Outlook, SharePoint)

  • Handling error handling and debugging


Best Practices and Optimization

  • Optimizing forms for better response rates

  • Streamlining workflows for maximum efficiency

  • Ensuring data security and compliance


 Case Studies and Practical Applications

  • Real-world examples of using MS Forms and Power Automate

  • Hands-on exercises and demonstrations

  • Q&A and troubleshooting session



  • Certificate of completion will be awarded upon successfully finishing the course and passing the final project.


This course outline provides a structured approach to mastering Microsoft Forms and Power Automate, catering to individuals seeking to enhance their productivity and streamline processes using these powerful tools.

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