PRA24101. Microsoft 365 Deployment Bootcamp for Your Practice

**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY** Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 (M365) deployment. Discover how to leverage the M365 suite of apps to unlock new efficiencies and opportunities within your firm. Don't miss this chance to supercharge your practice with cutting-edge tools! Whether you are a solo practitioner or larger firm, this "bootcamp" will provide you with an ROI many times greater than your investment to attend. Specific topics that will be covered: * Understanding the full potential of M365 to drive efficiency in your practice. * Best practices for deploying M365 in accounting, tax and advisory firms.     * Designing your Teams app setup to meet the unique attributes of your practice.     * Using SharePoint and OneDrive to organize your files and share them securely with your clients.     * Organizing your thoughts, meeting notes and other content centrally in OneNote.     * Tracking your client engagements and internal projects efficiently and effectively with the Planner app.     * Using M365 to document processes, improve client services and increase productivity.     * Introduction to the future with Microsoft Copilot AI features     * Step-by-step guide for deploying M365 in your firm based on best practices. Ample time will be allotted to address your specific questions and concerns.

Learning Objectives:

• Identify the capabilities of Microsoft 365 that enhance operational efficiency for accounting, tax, and advisory practices.
• Recognize best practices for deploying Microsoft 365 applications, with a focus on optimizing the Teams app for a practice's unique needs.
• Select strategies from a step-by-step guide to implement Microsoft 365 for process documentation, client service improvement, and productivity enhancement.