K2's Six Essential Teams Features 26-27

Microsoft Teams is now one of the most widely used tools in the business world today. Yet, most business professionals take advantage of only a fra...

8/24/2026 3:00pm - 4:00pm  |  Online  |  CalCPA

Members: $55.00, Non-members: $65.00

CPE Categories: Specialized Knowledge & Applications (1 CPE)

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Description

Microsoft Teams is now one of the most widely used tools in the business world today. Yet, most business professionals take advantage of only a fraction of its features. Participate in this session to learn six essential Teams features you should use and how they will improve your productivity.

Course Objectives

• Identify steps for creating effective Teams and Channel structures

• Determine how to establish file management columns for more information within Teams

• Select examples of how to work with Microsoft Planner within Teams

• Identify how Lists work and why they can be better than spreadsheets

• Select examples of situations suitable for incorporating Power Automate into Teams

• Determine opportunities for using Microsoft Forms within Teams

Subjects

• Learn how to set up Teams for successful collaboration

• Create a filing system that does not include endless sub-folders

• Manage staff delegation and follow-ups with ease

• Define what Lists need to be available to your Team

• Discover how to create automatic Flows that can notify others of updates

• Utilize survey Forms or questionnaires from within Teams

Prerequisites

Basic knowledge of Microsoft Teams