Course ID: MS365

Microsoft Office 365 – Productivity Features Update for CPAs

Improve your team’s productivity using Office 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, Skype for Business, Word, PowerPoint, OneNote, SharePoint, OneDrive, and Windows. The content of this presentation currently applies to Microsoft Office version 2016 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.

  • Utilize best practices and time-saving business tips in Excel, Outlook, Skype for Business, 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

  • 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 Skype for Business – –
  • Outlook new features, email best practices, scheduling, search, distribution groups, managing contact information, mailbox rules, user interface tips
  • Skype for Business 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

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

Computer Software & Applications

Prior experience using Microsoft Office

Business Learning Institute



This course is available for your group as:

Group Live

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