Forms, Teams & Excel: Collect, Automate, Analyze
Streamline data collection, automation, and analysis with Forms, Teams & Excel in this 90-minute hands-on virtual session.
Date and time
Location
Online
Refund Policy
About this event
- Event lasts 1 hour 30 minutes
Unlock the full potential of your Microsoft 365 tools in this hands-on webinar designed to help you streamline your workflow and make better decisions with data. Whether you're collecting feedback, managing internal requests, or tracking registrations, this session will show you how to bring it all together using Microsoft Forms, Teams, and Excel.
Learn how to collect data effortlessly, automate routine tasks with the Workflows app in Teams (formerly Power Automate), and gain insights quickly using Excel's powerful analysis tools.
In This Session, You’ll Learn How To:
- Create and customize Microsoft Forms for surveys, registrations, and requests
- Automate notifications and tasks in Teams using the Workflows app
- Analyze Form responses in Excel to spot trends and inform decisions
Who Should Attend:
This session is perfect for professionals, educators, and team leaders who want to boost productivity and reduce manual work using tools they already have in Microsoft 365. No prior experience with Forms or automation is required—just a basic familiarity with Office apps.
Requirements:
- Microsoft Teams (latest version recommended)
- Workflows app installed in Teams
- No extra licensing required for Power Automate in Teams (Dataverse exceptions apply)
Join us to simplify your workflow, reduce errors, and get more from your data—fast!
Frequently asked questions
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.
No prior experience with Forms or automation tools is necessary. Basic familiarity with Office apps will be helpful, but the session is beginner-friendly.
We recommend using the latest version of Microsoft Teams to ensure full compatibility with the Workflows app and other features demonstrated.
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.
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.
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.
A computer with Microsoft Teams (latest version) Microsoft Excel The Workflows app installed in Teams (we’ll guide you if needed)
Yes, participants will receive a summary handout or reference guide after the session to help reinforce what was covered.
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.
Absolutely! There will be opportunities to ask questions throughout, and we'll leave time for Q&A at the end.