Microsoft 365 Deployment Bootcamp for Your Practice (C67311)

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Cancellation Policy

Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.

Date(s):

04/07/2025

Registration Open:

12:00 AM - 8:00 AM

Time:

8:00 AM - 12:00 PM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

4.00

Field(s) Of Study:

Computer Software and Applications (4.00)

Level of Knowledge:

Basic

Price:

Member: $149.00
Nonmember: $169.00

Individual Discounts:

Not Available

Overview

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

  • Identify the capabilities of Microsoft 365 that enhance operational efficiency for accounting, tax, and advisory practices.
  • Recognize best practices for deploying Microsoft 365 applications, with a focus on optimizing the Teams app for a practice's unique needs.
  • Select strategies from a step-by-step guide to implement Microsoft 365 for process documentation, client service improvement, and productivity enhancement.

Highlights

Specific topics that will be covered:

  • Understanding the full potential of Microsoft 365 to drive efficiency in your practice
  • Best practices for deploying Microsoft 365 in accounting, tax and advisory firms
  • Design your Teams app setup to meet the unique attributes of your practice
  • Use SharePoint and OneDrive to organize your files and share them securely with your clients
  • Organize your thoughts, meeting notes and other content centrally in OneNote
  • Track your client engagements and internal projects efficiently and effectively with the Planner app
  • Use Microsoft 365 to document processes, improve client services and increase productivity
  • Step-by-step guide for deployment of Microsoft 365 in your firm based on best practices

Speaker(s)

Prerequisites

None