Course ID: MS365

Microsoft 365 – Productivity Features Update for CPAs

Improve your team’s productivity using Microsoft 365 by learning: new feature enhancements; how the programs complement each other; and quicker techniques to get your work done. This fast-paced course is designed to focus on a combination of important business productivity features in Excel, Outlook, Teams, Word, PowerPoint, OneNote, SharePoint, OneDrive, and Windows 10. (Format: “hands-on, instructor-led group training”)

Microsoft has designed Office 365 to provide maximum flexibility and security for organizations to choose how they deploy the applications. For onsite training, Office 365 training can be customized for your team’s priority learning topics.

Learning Objectives

Utilize best practices and time-saving business tips in Excel, Outlook, Teams, Word, PowerPoint, OneNote, OneDrive, SharePoint, and Windows
Manage spreadsheets
Use business email, appointments and contacts
Create business documents
Digitally take and share notes
Utilize Windows and file management skills
Apply team collaboration skills across the programs

Major Topics

Microsoft Office 365 and Windows 10 Transition and OneDrive – –
Transition to laptops running Office 365 and Windows 10
Use OneDrive for document storage, folder and file sharing and best practices for saving/managing documents, organizing folders and securing corporate data
Microsoft Office: Outlook and Teams – –
Outlook new features, email best practices, scheduling, search, distribution groups, managing contact information, mailbox rules, user interface tips
Teams messaging, online meetings, audio and video calls, presence indicators, permissions
Microsoft Office Excel – –
Excel Day to Day best features and tips
Excel Data Analysis and Pivot Table Reporting
Excel Advanced Functions and Features
Microsoft Word – –
Editing & Formatting Business Documents, Styles, Templates, Document Review, Document Security, Link to Excel content
Microsoft PowerPoint – –
Creating Effective PowerPoint Presentations: adding Charts & Tables, Business Formatting, Graphics, Transitions and Animation
Microsoft OneNote – –
OneNote Digital Note-taking, sharing notebook content and collaboration, audio and video recording
Microsoft SharePoint – –
Using Document Libraries, Task Lists, Calendars, and Team Sites
Microsoft Office 365 Security Features – –
Enhance end-user security awareness by learning security features within the programs and apps

Who Should Attend

CPAs and Professionals at all levels of an organization using Microsoft Office 365 who desire to learn new time-saving tips to improve productivity

Fields of Study

Computer Software & Applications

Prerequisites

Prior experience using Microsoft Office

Provider

Business Learning Institute

CPE Credits

8.0

Level

Update

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