Microsoft Teams for CPAs: Unlocking Its Full Potential

Overview

Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration, and knowledge sharing across your firm or business. Unfortunately, most organizations are substantially underutilizing the capabilities of Teams. This course provides a review and demonstration of the key features of Microsoft Teams that you can harness to optimize the return on your Microsoft 365 investment.

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:

Best practices for organizing your teams and channels
Understanding the role of Teams and SharePoint integration
Using Teams to communicate and collaborate externally with clients
Tips and tricks for managing conversations in Teams
Leveraging Microsoft Copilot AI in Teams

Prerequisites

None

Designed For

Anyone who wants to understand how to tap into the full potential of the Microsoft Teams app

Objectives

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

Recognize the full potential of Microsoft Teams to improve communications, collaboration, and knowledge sharing across your business.
Identify the specific features and capabilities of Microsoft Teams to propel your digital transformation.