Microsoft 365 Deep Dive: Save More Time, Make More Money

Overview

Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 deployment. Discover how to leverage the Microsoft 365 suite of applications to unlock new efficiencies and opportunities within your business organization or CPA firm. Don’t miss this chance to supercharge your operations with cutting-edge tools! Whether you are working in public practice or business and industry, this event will provide you with a return on investment many times greater than your investment to attend.

Highlights

Specific topics that will be covered:

Appreciate the full potential of Microsoft 365 to drive efficiency in your business
Learn best practices for harnessing the power of Microsoft 365
Design your Teams app setup to meet the unique attributes of your business
Use SharePoint and OneDrive to organize your files and share them securely internally and externally
Organize your thoughts, meeting notes and other content centrally in OneNote
Manage your projects, large and small, with the Planner app
Deploy the Stream app to document processes efficiently and effectively
*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot

Prerequisites

Basic understanding of Microsoft 365 or Microsoft Office

Designed For

Anyone working with Microsoft 365 and wants to learn how to get more out of it.

Objectives

Select the capabilities of Microsoft 365 to enhance operational efficiency.
Determine best practices for deploying Microsoft 365 applications, with a focus on optimizing the Teams app for your organization's unique needs.

Preparation

None

Notice

All materials will be available to download in advance and participants will receive an email two days prior to the course date. Materials will also be posted in the “My CPE” section of the NESCPA website.