MC713045 – Microsoft Forms now supports live data sync to Excel – Preview

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check before: 2024-02-20

Product:

Forms, Microsoft 365 Apps, Microsoft 365 Groups, OneDrive

Platform:

Web, World tenant

Status:

Launched

Change type:

New feature, Admin impact

Links:

374909

Details:

Microsoft Forms offers surveys and quizzes to collect information from your audience. We have added a new feature that lets you quickly and easily sync the responses to an Excel file. Now you'll always have the latest responses, updated automatically, so you can leverage the full range of Excel functions to analyze your data and collab with your peers.
Feature Experience:
Create an Excel workbook in your own OneDrive on the form/quiz responses page.
Form responses will automatically sync to a table in the Excel workbook where you can start manipulating the data.
New responses will automatically sync while the workbook is open in Excel for the web.
Excel coauthors will also get automatically synced responses in Excel for the web.
Notes:
The live data sync can only be triggered in Excel for the web. If you want to analyze the data in the desktop app, you will also need the file open in Excel for the web to receive the automatic updates.
Edit permissions for the form/quiz and the synced Excel workbook of response data are independent of each other. The form author must grant permissions separately.
Prior to the release of this feature, there were two types of forms that supported an older version of live data sync to Excel, which will continue without change for a short time:
Group form - forms created in your Microsoft 365 group Create a group form or quiz - Microsoft Support
Forms for Excel - forms created from OneDrive for work or school and from new team sites connected with Microsoft 365 Groups. Create a form with Microsoft Forms - Microsoft Support
With this new feature, we are introducing a new data sync solution with higher reliability and faster performance. We will start rolling this new solution out for personal forms/quizzes created from the Forms website, while Group forms and Forms for Excel will continue to use the older solution (the experience will be slightly different from the new solution). Over time, we will gradually migrate all form types to the new solution.
This message is associated with Microsoft 365 Roadmap ID 374909
[When this will happen:]
Standard Release with Preview label: We began rolling out late January 2024 and expect to complete by early March 2024. During the Preview stage, we will iterate on this feature based on your feedback, and we expect to remove the Preview label within 3-6 months after release.
Standard Release with Preview label: We began rolling out late January 2024 and expect to complete by early March 2024.
During the Preview stage, we will iterate on this feature based on your feedback, and we expect to remove the Preview label within 3-6 months after release.

Change Category:
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Scope:
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Release Phase:
General Availability, Preview

Created:
2024-02-06

updated:
2024-08-10

Public Preview Start Date

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MS How does it affect me

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Direct effects for Operations**

- Direct Impact on IT Operations
- Increased demand for support and training resources
- Users may require assistance in understanding the new live data sync feature, leading to a potential increase in support tickets.
- IT administrators will need to prepare training materials and sessions to educate users on how to effectively use the new feature.
- Roles impacted: IT Support Staff, Training Coordinators, IT Administrators.
- Potential for data integrity issues
- As the new feature allows for real-time data syncing, there may be concerns regarding data accuracy and consistency, especially if multiple users are editing the Excel workbook simultaneously.
- IT operations may need to implement monitoring tools to track data integrity and address any discrepancies that arise.
- Roles impacted: Data Analysts, IT Operations Managers, Compliance Officers.

- Direct Impact on IT Services
- Dependency on Microsoft 365 services
- The new feature relies on the stability and performance of Microsoft 365 services, including Forms and Excel for the web. Any outages or performance issues could directly impact users' ability to sync data.
- IT services may need to establish contingency plans for potential service disruptions, including communication protocols for informing users.
- Roles impacted: IT Service Managers, Cloud Services Administrators.
- Changes in user permissions management
- The independent edit permissions for forms and synced Excel workbooks may lead to confusion among users, resulting in unauthorized access or data sharing issues.
- IT administrators will need to review and possibly update permission management processes to ensure compliance and security.
- Roles impacted: IT Security Officers, Compliance Managers, IT Administrators.

References:
- Microsoft 365 Roadmap: [Microsoft Forms: Supports live data sync to Excel](https://www.microsoft.com/en-us/microsoft-365/roadmap?filters=&searchterms=374909)

Data Protection**

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** AI generated content. This information is not reliable.

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