Effective collaboration is the cornerstone of any successful accounting practice. This course delves into Microsoft Teams, a powerful communication and collaboration platform within Microsoft 365. CPAs will discover how to use Teams to facilitate knowledge sharing, manage engagements, and communicate seamlessly with colleagues and clients. The course will provide practical insights into setting up teams and channels, integrating other Microsoft 365 apps, and utilizing Teams’ features to enhance productivity.
This course is one of a six-part series on Microsoft 365 for CPAs. We recommend you attend all six presentations to develop a complete understanding of Microsoft 365 and its potential to advance your digital transformation.
Program Content
• Setting up and organizing teams and channels
• Integrating Microsoft Teams with other Microsoft 365 apps
• Best practices for virtual meetings and communication
• Sharing and co-authoring documents and spreadsheets in real-time
• Utilizing Teams for engagement management and client collaboration