Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools

Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap in to many of the les...

4/20/2027 1:30pm - 3:30pm  |  Online  |  CPA Crossings

$89.00

CPE Categories: Specialized Knowledge & Applications (2 CPE)

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Description

Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap in to many of the lesser known features of the Microsoft 365 ecosystem of apps to maximize your productivity and produce better outputs. Through a series of practical case study demonstrations you will learn how to leverage the full potential of Microsoft 365 in your organization.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Instructor: John Higgins, CPA.CITP

Target Audience

Anyone who uses the Microsoft 365 ecosystem

Course Objectives

After attending this presentation, you will be able to...Recognize the full potential of your Microsoft 365 investmentIdentify specific, actionable initiatives to do more across the Microsoft 365 ecosystem

Subjects

The major topics that will be covered in this course include:Round robin review of lesser known M365 appsReduce / eliminate internal email communications with Teams and SharePointCollaborate on spreadsheet and documents with your colleagues in real timeGet control of your appointment schedule with the Bookings appTap the full potential of OneNote as your primary repository for notes, correspondence and moreReplace email attachments with secure file sharing linksDocument business processes with the Stream appLeverage the power of AI in M365 with Copilot