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Microsoft 365 Deployment Best Practices

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Webinar

2.00 Credits

Member Price $89.00

Non-Member Price $119.00

Overview

The Microsoft 365 ecosystem of apps offers tremendous value for any business organization. The key to maximizing the ROI of your monthly subscription fees is to understand how all the apps work together. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will share a number of “best practices” for deploying Microsoft 365. This course will help you discover the hidden gems in the Microsoft ecosystem to increase productivity across your organization and help you avoid making costly mistakes in your deployment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this class include:

  • Overview of the "core" Microsoft 365 apps and how they integrate with each other
  • Review of the key deployment decisions to be made
  • Identifying the important settings to establish in the key apps
  • Establishing organizational policies for using Microsoft 365
  • Developing a plan to educate your team members on how to integrate the apps into their business processes
  • Understanding the role of the Admin app and system administration
  • Planning for Microsoft Copilot for 365 AI capabilities

Prerequisites

None

Designed For

Anyone who will be involved in the deployment of Microsoft 365, regardless of the size or type of organization.

Objectives

After attending this presentation, you will be able to...

  • Identify opportunities to maximize the ROI of Microsoft 365 in your organization
  • Recognize potential pitfalls of deploying Microsoft 365 with limited planning
  • Recall "best practices" for deploying Microsoft 365

Preparation

None

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by CPA Crossings.

Leader(s):

Leader Bios

John Higgins, CPA Crossings LLC

John Higgins is a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPE programs for thousands of CPAs over the past 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPE programs. He has presented “live” web CPE events for groups as large as 600+ participants, as well as many small groups. John assisted the Michigan Association of CPAs as an adviser in the development of their web based CPE model. John’s primary qualification is his passion for helping CPAs achieve greater success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country. John resides in Rochester, Michigan with his wife Karen and their two children. Qualifications and Experience: •Actively involved in working with local, regional and national CPA firms over the past 25 years. •Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, paperless work flow design, innovative client services and more. •Nationally recognized speaker and author on technology issues impacting the CPA profession. •Monthly host of Document Management to Go (DMS2Go) pod cast sponsored by CPA Technology magazine. •Former national consulting partner with a top 10 CPA firm. •Former CEO of technology training & consulting firm. •Member of the AICPA Business & Industry Hall of Fame. •Past Chair of the Michigan Association of CPAs. •Past member of the AICPA Council and CPE Advisory Committee. •MACPA Innovative User of Technology award.

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Non-Member Price $119.00

Member Price $89.00