Microsoft Office 365 – Productivity Features Update for CPAs

LEARNING OBJECTIVES

• 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

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 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

DESIGNED FOR

PREREQUISITES

COURSE PRODUCER

CPE CREDITS

LEVEL