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Microsoft 365 Deployment Best Practices

Wednesday, July 3
 10:30am - 12:30pm

(Check-In 10:25am)

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2.00 Credits

Member Price $89.00

Non-Member Price $124.00

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.

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

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

Designed For

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

Prerequisites

None

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

John Higgins

John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions. As a principal at CPA Crossings, John specializes in facilitating the development of strategic technology plans, paperless workflows, client portal solutions and a comprehensive digital practice model. John’s primary qualification is his passion for helping CPAs achieve success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country. 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, workflow design, innovative client services and more. • Nationally recognized speaker and author on technology issues affecting the CPA procession, with an emphasis on transforming to a digital practice model. • Awarded for being one of the top 25 thought leaders in the accounting procession by The CPA Technology Advisor (www.cpata.com) • Monthly host of “Document Management To Go” Podcast • Former national consulting partner with top 10 CPA firm • Past member of the AICPA Business & Industry Hall 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 $124.00

Member Price $89.00