Question 1

Who is this session for?

Accepted Answer

This session is ideal for professionals, educators, team leads, and anyone using Microsoft 365 who wants to streamline data collection and workflow automation—no advanced technical skills required.

Question 2

Do I need to be experienced with Microsoft Forms, Teams, or Excel?

Accepted Answer

No prior experience with Forms or automation tools is necessary. Basic familiarity with Office apps will be helpful, but the session is beginner-friendly.

Question 3

What version of Microsoft Teams do I need?

Accepted Answer

We recommend using the latest version of Microsoft Teams to ensure full compatibility with the Workflows app and other features demonstrated.

Question 4

What is the Workflows app in Teams?

Accepted Answer

The Workflows app (formerly known as Power Automate) allows you to create simple automations within Teams—like notifying someone when a form is submitted—without needing a separate license.

Question 5

Do I need a paid Power Automate license?

Accepted Answer

No. The Workflows app in Teams is free with Microsoft 365 for most use cases. Some exceptions may apply if your workflow uses Dataverse or advanced connectors.

Question 6

Will this session be recorded?

Accepted Answer

Recordings are typically not provided. Attendees are encouraged to join live to get the most out of the interactive, hands-on format. You will be provided a reference guide that includes all instructions and exercise steps.

Question 7

What should I have ready before the session?

Accepted Answer

A computer with Microsoft Teams (latest version)

Microsoft Excel

The Workflows app installed in Teams (we’ll guide you if needed)

Question 8

Will I get a copy of the materials or slides?

Accepted Answer

Yes, participants will receive a summary handout or reference guide after the session to help reinforce what was covered.

Question 9

How interactive is the session?

Accepted Answer

This is a hands-on webinar. You’ll be guided step-by-step with real examples and can follow along in your own Microsoft 365 environment.

Question 10

Can I ask questions during the session?

Accepted Answer

Absolutely! There will be opportunities to ask questions throughout, and we'll leave time for Q&A at the end.

Forms, Teams & Excel: Collect, Automate, Analyze

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