What to Use When: Creating Forms in Microsoft 365

When it comes to creating forms in Microsoft 365—whether you’re collecting data, managing workflows, building surveys, or designing quizzes—there are plenty of options. Depending on your needs, the complexity of the task, and your familiarity with the platform, Microsoft 365 offers various tools, each with its own unique strengths. Let’s take a closer look…

1. Microsoft Forms: Simple, Fast, and Effective

Learning Curve: Very Low

If you’re looking for a tool to create forms quickly without any technical knowledge, Microsoft Forms is your best option. It’s designed to be user-friendly, making it perfect for quick surveys, quizzes, and basic data collection.

Microsoft Forms excels in creating anonymous, public-facing forms. Its simplicity and ability to export directly to Excel make it an excellent option for basic questionnaires, feedback forms, or event registrations.

Why Choose Microsoft Forms?

  • Fast setup: No coding required, and you can easily export responses to Excel.
  • Seamless integration: Works well with Power Automate for workflow automation.
  • Anonymous access: Collect responses from users without requiring sign-in.
  • Responsive design: Forms look great on any device.
  • Basic logic: Branching allows simple conditional flows based on responses.
  • Great for public surveys: Forms can be shared with external users, making it the go-to option for anonymous feedback or public data collection.
  • Excel integration: Automatically publishes results to an Excel file for easy analysis.
 

For more advanced use cases, you may need to explore other tools, but for straightforward form creation, Microsoft Forms is a solid choice.

2. New Lists Forms Experience: Built for SharePoint Users

Learning Curve: Low

If your team is already working within SharePoint, the New List Forms Experience provides a natural extension. It allows you to create forms directly in SharePoint with flexible, customizable data collection options.

Microsoft Lists offers a user-friendly option for those already using SharePoint or needing a straightforward way to collect data. Forms live directly within the list, and the tool is ideal for beginners with no additional technical skills required.

Why Choose New List Forms?

  • SharePoint integration: Designed to work seamlessly with SharePoint lists, providing powerful data management capabilities.
  • Multiple forms: Create different forms for each data collection scenario without leaving the SharePoint environment.
  • Data control: Includes advanced features like versioning and item-level permissions.
  • Intranet use only: Forms are perfect for internal scenarios, making them ideal for internal data collection and task management.
  • No Extra Tools: Out-of-the-box functionality means no need for complex configurations.
  • Integrations: Use with Power Automate, Power BI, and PowerApps for additional functionality.
  • Automation possibilities: While ‘Rules’ can handle simple notifications, you can integrate Power Automate for more robust business process automation.

 

This tool is perfect if your organization is using SharePoint and needs structured, managed data collection. Find out more about new list forms experience.

3. Microsoft Lists Forms: When Conditional Logic and Scalability Matter

Learning Curve: Low to Medium

Need something more advanced than basic forms? Modern List Forms allow for conditional logic, which can adapt based on user inputs, and are a step up in terms of scalability compared to simpler tools mentioned above.

Why Choose Modern List Forms?

  • Conditional logic: Build dynamic forms that change based on the data entered.
  • Better scalability: Handles larger, more complex forms and workflows.
  • Strong integration: As part of the SharePoint ecosystem, it links seamlessly with Power Automate, PowerApps, and other services.

 

This tool works well if you’re looking for mid-range complexity without going into full custom coding. You can learn more about the capabilities of Modern List Forms here.

4. Power Apps Forms: Advanced, Low-Code, and Highly Customizable

Learning Curve: Intermediate

If your needs are more complex—such as requiring extensive custom logic, integrating with multiple data sources, or scaling for enterprise use—PowerApps offers a powerful, low-code solution.

Power Apps is designed for those with a bit more experience or for organizations with more complex needs. It offers a low-code platform that lets you create custom apps and forms with advanced logic, allowing for greater control over how data is collected and used.

Why Choose PowerApps?

  • High customization: Create forms with tailored logic, layouts, visuals, and conditional workflows (if/then logic).
  • Scalability: Suitable for large-scale deployments with complex business needs.
  • Integrations galore: Works with Graph API, REST API, and countless third-party services.
  • Low code: Build advanced forms without needing to write code from scratch, but with flexibility to integrate custom solutions.
  • Complex data handling: Power Apps lets you push and pull data from various sources, offering flexibility that goes beyond basic forms.
  • Seamless integration with Power Automate: If you need deep workflow automation, Power Apps provides strong integration with Power Automate to manage approvals, data routing, and more.

 

If you’re building enterprise-level forms or need a solution that integrates with a broad range of business processes, PowerApps should be at the top of your list.

Choosing which tool to use to build your form in Microsoft 365 should depend on your organization’s needs, your skill level, and the complexity of the forms you need to create.  By selecting the right tool, you’ll save time, streamline data collection, and improve your workflows within the M365 ecosystem.

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Need help deciding which form creation tool is best for you? Or want to dive deeper into any of these options, check out the links provided or contact Team Cloudwell for more tailored advice.