Forms - Create a quick poll in Outlook with Microsoft Forms Tutorial

In this video, you will learn how to create a quick poll in Outlook using Microsoft Forms.
The video demonstrates the steps to create a poll within an email message, including adding questions and options, selecting voting buttons, and deciding whether to allow single or multiple answers.
Once the poll is created, you can send it to recipients who can vote directly in the email or through a browser link.
You can also check the poll results in the email or in Microsoft Forms.
This tutorial will help you efficiently create and manage polls in Outlook, enhancing your communication and decision-making processes.

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With the Microsoft Form Quick Poll

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add in for Outlook or Outlook Web App,

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you can create a poll in seconds

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right within an e-mail message.

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In a new e-mail message,

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go to the Insert tab and then click Poll.

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Note you can also find a poll

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on the Options tab here.

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Select using voting buttons,

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then poll if this add in is not already

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installed in Outlook under the Home tab.

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Click on Get Add Ins.

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Use the search bar.

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Type Microsoft Forms,

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then select Poll in my new e-mail message.

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Once this button is selected,

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the poll pane opens and is ready for you to

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type your first question and two options.

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First include a message in

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the body of the e-mail.

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Start typing your questions and answers

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to add additional options.

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Click plus Add option to

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remove an answer option.

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Use the trash bin in front of it.

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When you're done adding options,

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you can decide if you want responders to only

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select a single answer or multiple answers.

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If you want to allow multiple answers,

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toggle the Multiple answers button

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to the right so that it turns green.

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Click Next to Validate

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and preview your survey.

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You can always edit your survey.

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Or added to the body of your e-mail.

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If you're happy with it.

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You'll see a link to your poll in

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the body of the e-mail and your

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name pre populated in the CC line.

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This means you get a copy of the

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e-mail and you can vote as well.

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Enter the e-mail addresses

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of your recipients.

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You're now ready to send your poll in e-mail.

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Once you send the message,

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recipients vote directly in e-mail

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or click on a handy included link

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and vote in a browser window.

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You can then quickly check poll

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results in the voting card.

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Now it's time to see how voting works.

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Once the message is received,

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recipients vote directly in e-mail or

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click on a handy included link and

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vote in a browser window where they

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have to enter their e-mail address

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so that they can be identified.

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Note that only company employees

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get to see the voting card in

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the body of the e-mail.

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External parties will

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only see the browser link.

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They can then view the response summary

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information and refresh results.

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To see the latest responses on your end,

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you can quickly check poll results

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in the e-mail you received.

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Either use the voting card button back,

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then view results or click on.

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Browser Link You can also open Microsoft

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Forms to view your polls responses.

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This icon indicates that this

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is an Outlook Quick Poll form.

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Regular Microsoft Forms do not

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have that icon.

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Note that because you created

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this form in Outlook,

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it opens as read only and cannot

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be edited in Microsoft Forms,

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open the Responses tab to view

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your response summary information,

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which is presently displayed

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as a chart you can select.

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Open in Excel to easily view all

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of the response data for your form,

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or select View Results to see

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individual details for each respondent.

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Refer to the dedicated video to learn more.

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Now you know how to create a quick

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poll in Outlook with Microsoft Forms.

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Microsoft Forms Video Training - Using the survey and questionnaire tool

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