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20WX-0155: Creating Client Portals with Office 365 SharePoint Online (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Monday, April 27, 2020
11:00am - 2:00pm Central Time
3 CPE (3 non-technical)

This course is designed specifically for those firms that want to use SharePoint Online as their client portal solution. The extensive customization features that are available for designing your SharePoint sites make it a very powerful platform for your client portal solution. This course will introduce you to a comprehensive model for creating a SharePoint client portal.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • SharePoint client portal paradigm
  • Best practices for establishing your client portal design
  • Site templates for maximum efficiency and consistency
  • Developing your client onboarding process
  • Client site security
  • Marketing and educating your clients on the SharePoint portal

Learning objective(s)

  • Be prepared to develop a client portal strategy based on SharePoint
  • Realize what it takes to design and build a SharePoint client portal system
  • Know how to market the SharePoint portal to your clients

Who should take this program?

Anyone who is considering using SharePoint for client portals

Fees

Our records indicate you are a nonmember. If you register, you will be charged $99.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $99.00
checkmark Standard Nonmember Fee $99.00

More program information

Instructor John Higgins, CPA, CITP
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (3.0)
Level Basic
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.