Are there best practices for using surveys across Teams and SharePoint? #M365AMA
In this episode, the #M365AMA panel discusses the following community question:
“I’m working on a project that requires collecting feedback from a large team distributed across different departments. We use Microsoft Teams for communication and SharePoint for document management. I’m wondering how to create surveys with Microsoft Forms and then seamlessly integrate them with Teams and SharePoint for efficient data collection and analysis. Are there any best practices or tips for ensuring smooth integration and effective data flow between these Microsoft services?”
Check out the discussion here:
Participating in this discussion were:
- Christian Buckley @buckleyplanet
- Shari Oswald @shortcutshari
- Heather Severino @HeatherSeverino
- Sharon Weaver @sharoneweaver
- Dan Rey @stilldrey
- Kirsty McGrath @KirstyMcGrath13
- Jonathan Weaver @j_weaver74
Some relevant notes/links shared by the team:
- As discussed, Heather recommends creating a group form to have more than one owner for management. You can add Forms app tabs in Teams channels for editing, etc. A QR code, embed code, or short URL can then be generated for sharing wherever needed to collect responses. From there, Power Automate can be used to add responses to a cloud Excel workbook. Then more robust analysis can be done in the Excel desktop app or you can connect the Excel workbook as a source to Power BI to create dashboards and report visualizations.
- From Microsoft Learn: Common ways to use a form in a flow [https://learn.microsoft.com/en-us/power-automate/forms/popular-scenarios]
- And from Microsoft Support: Work with colleagues to create, edit, and review forms in Microsoft Teams [https://support.microsoft.com/en-us/office/work-with-colleagues-to-create-edit-and-review-forms-in-microsoft-teams-333b97a3-41d9-48bc-a1cb-84a96bd44e14]
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