Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
Jun 15
10:30 a.m. - 12:30 p.m.
Online
2-Other
CPE Credits
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
Registration
PICPA Member: $89
Nonmember: $114
More Information
Course No. HAJHUHP2 Level: Basic
Prerequisites: None
Notes
You will receive an email confirmation with the course link and details. This email will come from webinars@cpacrossings.com. If you do not receive this email immediately after your registration has been processed, first check your spam folder. If you still cannot locate the email, call the CPA Crossings Webinar Helpdesk at 877.370.2220 for assistance.
