Webinar: Microsoft 365 Deployment Bootcamp for Your Practice

WC173  |  Course  |  Basic  |  Scheduled

Description

Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with M

Credits

Number of Credits Type of Credits
4.00 Computer Software & Applications

Designed For

Anyone who works in a professional services practice and wants to maximize the ROI of the Microsoft 365 subscriptions.

Prerequisites

None

Highlights

Specific topics that will be covered:

  • Understanding the full potential of Microsoft 365 to drive efficiency in your practice
  • Best practices for deploying Microsoft 365 in accounting, tax and advisory firms
  • Design your Teams app setup to meet the unique attributes of your practice
  • Use SharePoint and OneDrive to organize your files and share them securely with your clients
  • Organize your thoughts, meeting notes and other content centrally in OneNote
  • Track your client engagements and internal projects efficiently and effectively with the Planner app
  • Use Microsoft 365 to document processes, improve client services and increase productivity
  • Step-by-step guide for deployment of Microsoft 365 in your firm based on best practices

Objectives

After attending this presentation, you will be able to...

  • Identify the capabilities of Microsoft 365 that enhance operational efficiency for accounting, tax, and advisory practices.
  • Recognize best practices for deploying Microsoft 365 applications, with a focus on optimizing the Teams app for a practice's unique needs.
  • Select strategies from a step-by-step guide to implement Microsoft 365 for process documentation, client service improvement, and productivity enhancement.

Preparation

None

Notes

Webinar Day - HELP and Assistance Instructions

  1. The session will open 30 minutes prior to the start time. At that time, you will receive a reminder email bringing you to your Attendee Dashboard and a link to join the webinar.
  2. We recommend you log in early to ensure you are ready to go when the presentation begins.
  3. IF YOU ARE HAVING TROUBLE LOGGING INTO THE WEBINAR, please call the CPA Crossings Customer Service Team at (877)-370-2220 Ext. #1.

Prices

Member (Early Bird)
$149.00
Non-Member (Early Bird)
$149.00
Member
$149.00
Non-Member
$149.00
Your Price: $149.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.