Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools (C74634)

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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):

05/18/2026

Registration Open:

12:00 AM - 2:00 PM

Time:

2:00 PM - 4:00 PM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

2.00

Field(s) Of Study:

Computer Software and Applications (2.00)

Level of Knowledge:

Basic

Price:

Member: $89.00
Nonmember: $109.00

Individual Discounts:

Not Available

Overview

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

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

Speaker(s)

Prerequisites

None