MGFOA – Microsoft 365: Productivity Features Update for CPAs AND PowerPoint & Excel Data Visualization


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
Business Learning Institute
Course Level
Professional Area of Focus
CPE Field of Study
Computer Software & Applications
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

Judy Borsher

Prior experience using Microsoft Office

Live – Online Webcast
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Jun 18, 2021
9:00 am - 12:40 pm EST
Live – Online Webcast
Total CPE Credits
Live Webcast

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MGFOA – Microsoft 365: Productivity Features Update for CPAs AND PowerPoint & Excel Data Visualization

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