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ENG3114
ENG3114 Top tips to leverage the power Office 365 to prepare for busy season
Date
November 15, 2021
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The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Asso…
This session will review a number of ways that you can leverage your investment in Office 365 to accelerate the digital transformation of your communications and business processes. The vast majority of firms that have deployed Office 365 are only scratching the surface in terms of leveraging its full potential. We will demonstrate specific ways that you can increase productivity and communications with Office 365. Some of the features we will review include:
- Using Teams and SharePoint as a client communication and file exchange portal
- Managing client engagements using the Planner app
- Streamlining client appointment scheduling with the Bookings app
- Using the forms app to capture client data
- And more
Learning Objectives
- Identify opportunities to leverage your investment in Office 365 for busy season and beyond
- Recognize the potential to streamline some of your basic workflows with Office 365
Speaker
Strategic Technology Advisor, Higgins Advisory, LLC
Tracks
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