2019-09-24
Categories: Microsoft Forms Pro
* IMPORTANT *
EFFECTIVE: 2020-21-07 – Microsoft announced that Forms Pro was becoming Dynamics 365 Customer Voice. While elements of this blog post may still be accurate, keep in mind that the product has change. You can review the blogs in the D635 Customer Voice category which is being added to over time.
*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***

A large proportion of my blog posts have been about Forms Pro in 2019. Although the spotlight has been on this tool, there are new features being released for Microsoft Forms too. With Forms, the data isn’t stored in the Common Data Service, but is still accessible and can be viewed online. A really cool feature is the ability to add a Quick Poll directly in to an email in Outlook. Let’s take a look at how to do this.

First, create a new email in Outlook online. Click on the ellipsis (three dots) at the bottom, and then click on Get Add-ins.

Search for Quick Poll, and then click on Add. The description provides more details letting you know it’s for users who sign in with a work or school account.

Once you have added it, you will see this screen letting you know that the add-in button will be at the bottom of new emails now.

Once clicking on that button, a side panel will appear for you to add a Quick Poll. It’s designed for one question to be asked to which you will provide the respondents a variety of options to select from. You can also allow them to provide multiple answers if that is relevant to your survey.

Once you have created the poll, add your recipients to the email. You will automatically be added to the CC line of your email. Once you send the email, anyone who is not in your organisation will just receive a link to vote in a browser.

Anyone within the same organisation will see the Quick Poll within a card in their email. They can then vote directly from the email.

Once they have voted, the results will be displayed.

So where are the details of these responses held? Who responded with what? These can be seen by logging in to forms.office.com. Once logged in you will see the Quick Poll has been created in Forms for you. An icon is displayed to show it is an Outlook Quick Poll.

Opening the form shows that it is read-only and can’t be edited. You will see the question and the options you provided.

Clicking on the Responses tab will give you information on how many responses have been received, and will show the number of responses for each option.

If you want to see who provided each response you can click on the More Details link below the question. This will provide you with a detailed table showing each person that completed the quick poll. Can you see yourself using this within your organisation?

Want to just watch how to do this? Check out the video below:

Check out the latest post:
Split Your Audience By Number Or Percentage In Customer Insights - Journeys

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9 thoughts on “Create A Quick Poll In Outlook With Microsoft Forms”

  1. Pingback: Create A Quick Poll In Outlook With Microsoft Forms - 365 Community

  2. User are getting something went wrong in outlook, while polling in Quick Poll forms, can you please help me what exactly i have to do on this ?

    1. Hi, sorry, but there isn’t much I can do to help on this without a lot more information. I would suggest contacting Microsoft Support to share the error with them and see if they can help.

  3. Hi Megan,

    This was really helpful. Can you please guide us on how to create a poll with multiple questions using outlook?

    Thank you!

    1. Hi Hamraz, it’s not possible. Quick Polls are only designed for one question to be asked.

  4. Hi Megan,
    This is what I was looking for.
    Do you know if is it possible to customize the format of the Quick Polls?..at least, the size..it’s huge and barely doesn’t leave space for the rest of the message.
    Thank you very much for your time!
    Gustavo

    1. Hi Gustavo, sadly no. There is no way to edit the look and feel of the surveys. What you see is what you get, unfortunately!

  5. Hi Megan,

    Hope you and your family are safe.
    Thanks fr above tutorial.

    I have few question , If i create this poll and want to share with external clients but without using outlook .
    As i have seen in about tutorial once you create poll for enternal clients one poll URL/Link will be created so with the help of link/URL is that can be shared with the external clients without using outlook ? or some other tool ?

    Will that poll link will work if i share the URL in other than outlook ?

    1. Sorry for the delay Gourav! I am not sure. But that is really easy for you to test it right? Just share the URL in something else and see if it works! 😊

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