Microsoft 365 Application Lightning Round Review-Updated

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Instructor

John
Higgins

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John Higgins

Bio

John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions and workflow automation. As a co-founder of CPA Crossings, John specializes in facilitating the development of strategic technology plans, paperless workflows, client portal solutions and a comprehensive digital practice model. John recently co-authored “Ten Steps to a Digital Practice in the Cloud”, published by the AICPA. This book provides CPAs with a strategic roadmap for taking their firms online by leveraging cloud computing. John also developed an innovative model for delivering live CPE courses that utilize the Apple iPad to provide electronic course materials and an interactive classroom environment. John’s primary qualification is his passion for helping CPAs achieve success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country.

Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

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

Recognize the potential to leverage all the Microsoft 365 apps
Identify which app(s) to utilize for specific business processes
Select the proper sequence for deploying the Microsoft 365 apps for your organization

Major Topics

The major topics covered in this course include:
- Lightning round review of the following apps, with an explanation and demonstration of what each of them offers
- Teams
- the foundation of all that you do in Microsoft 365
- SharePoint / OneDrive
- secure cloud storage
- Power BI
- the new financial reporting model
- Stream
- the YouTube for your organization
- Bookings
- streamline your appointment scheduling
- OneNote
- get your content organized for quick retrieval
- Lists
- create custom list tracking reports
- To Do
- consolidate all your Outlook, Planner and general "to do's" in one app
- Planner
- manage simple and complex engagements and projects in an intuitive app
- A quick look at many of the remaining apps

CPE Credits Available

1 CPE

1: Computer Software & Applications

Things to Know About This Course

Course Level

Overview

Professional Area of Focus

Office 365

Advanced Preparation

None

Intended Audience

Anyone who wants to get more out of Microsoft 365.

Provider

CPA Crossings, LLC

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ASCPA Member

$ 55 55
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ASCPA Non-Member

$ 105 105

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