Webinar: Microsoft 365 Deployment Bootcamp for Your Practice
WC683 | 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
- 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.
- We recommend you log in early to ensure you are ready to go when the presentation begins.
- 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