Forms & workflow management

Simplify processes and streamline your workflows

Microsoft 365 helps make capturing, tracking, and acting on data and requests easier with built-in apps and tools designed to simplify and manage processes.

Products in this solution

Easily collect customer or employee feedback and insights

Microsoft Forms allows you to quickly gather data with easy-to-create surveys, polls, and questionnaires that can be distributed online and accessed from any web browser. Track responses in real-time or export results into several Microsoft and third-party tools to share and act on findings.

A Surface Pro on a desk with Microsoft Forms displayed on the screen
A desktop computer monitor displaying tasks in Microsoft Planner

Streamline intake and management of your team’s tasks

Create, assign, and track tasks and work items to completion with Microsoft Planner. A visual layout makes it easy to know who’s working on what and quickly understand the status of items to ensure everyone is on the same page.

Establish and help maintain consistent processes

Keep users on track and ensure data consistency regardless of where it's entered with multi-stage business process flows in PowerApps. For example, create flows to have everyone handle requests the same way, or to require approvals before submitting items.

A laptop screen displaying a workflow process in PowerApps

Get it now

Microsoft 365 gives you best-in-class productivity apps with intelligent cloud services that transform the way you work.

Chat with us

Our sales agents are available to answer your questions. Available M-F 5:00 a.m. to 5:00 p.m. PT