Exercise 2, Task 4: Use Copilot in Forms to create a feedback survey

One month after the feature rollout, VanArsdel’s CIO wants to know how employees are responding. Are they trying the new features? Are they running into problems? To gather this data, IT plans to distribute a short internal survey to measure adoption and satisfaction.

You want to use Copilot in Forms to brainstorm and design this survey layout—including question types, structure, and branching logic. Your goal is to design an eight question survey (five scaled and three open-text) to capture meaningful feedback about users’ experience with the new features. Once you design the survey layout, you plan to copy and paste it into Microsoft Forms with the help of Copilot in Forms.

Perform the following steps to complete this task:

  1. In the Microsoft Copilot home page, select Agents or More agents, then browse through the list of prebuilt agents and select the Surveys agent.

  2. Select Open. In the message that indicates the Surveys agent capabilities are now built into Forms, select Let’s go to continue to Microsoft Forms.

  3. Skip any welcome messages if they appear.

  4. Select New Form. On the Draft with Copilot prompt box, ask Copilot to create a new survey that captures feedback on VanArsdel’s employee experience with the new Microsoft 365 features (attach the document containing the features from Task 1). The survey should include the following features:
    • A one-sentence introduction
    • Eight questions: five of which should be quantitative (Likert scales, multiple choice) and three open-text questions
    • Branching rules: If the employee answers “No” to any of the adoption questions, then ask a follow-up, open-text question in which they must explain why they didn’t adopt the feature.

  5. Review the results. While it appears to be a good starting point, you feel that it can be improved with just some minor tweaks. Ask it to include one demographic question that asks what department they’re in. Also, if the Likert scale questions don’t provide text for each 1-5 option, then have it add text for all options. For example, if 1 is Very difficult and 5 is Very easy, but 2-4 have no explanations, then have it provide an explanation for 2-4 as well.

  6. Review the results. You’re currently in draft mode (1 of 1), so if you’re satisfied with the current draft, select the Keep and continue with Copilot button. Or, you can request other changes from Copilot. Select Keep and continue with Copilot on any subsequent draft that you’re satisfied with. Or, use the forward and backward arrows to go to a specific draft that you like and then keep that particular draft.

  7. Once Copilot keeps the draft that you selected, it might indicate that it has other suggestions for your form. View those suggestions. For each suggestion, you can view how it affects your form. For example, select the suggestion to modernize the form theme, and then select a theme. Note the change to the form. You can then either discard or keep the change.

  8. After completing all the steps, you should have a finalized survey that captures feedback on VanArsdel’s employee experience with the new Microsoft 365 features.