Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools

Overview

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.

This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.

Highlights

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

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

Prerequisites

None

Designed For

Anyone who uses the Microsoft 365 ecosystem

Objectives

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

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