Webinar

Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools

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

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Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap in to many of the lesser known features of the Microsoft 365 ecosystem of apps to maximize your productivity and produce better outputs. Through a series of practical case study demonstrations you will learn how to leverage the full potential of Microsoft 365 in your organization.

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

• Round robin review of lesser known M365 apps.
• Reduce / eliminate internal email communications with Teams and SharePoint.
• Collaborate on spreadsheet and documents with your colleagues in real time.
• Get control of your appointment schedule with the Bookings app.
• Tap the full potential of OneNote as your primary repository for notes, correspondence and more.
• Replace email attachments with secure file sharing links.
• Document business processes with the Stream app.
• Leverage the power of AI in M365 with Copilot

Learning objectives

• Recognize the full potential of your Microsoft 365 investment.
• Identify specific, actionable initiatives to do more across the Microsoft 365 ecosystem

Who should take this program?

• Anyone who uses the Microsoft 365 ecosystem.

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.