Microsoft 365: 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.

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

Highlights

The major topics that will be covered in this course include:

• 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

None

Designed For

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

Objectives

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

• 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

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by CPA Crossings (messenger@webex.com). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.