K2's Top Ten Productivity Booster Apps in Microsoft 365

Overview

This two-hour CPE course is designed for accounting professionals and technology enthusiasts seeking to enhance productivity through Microsoft 365’s versatile applications. Participants will explore ten key apps — including Shared Mailboxes, Planner, Lists, To Do, Stream, Viva Learning, Forms, Bookings, Approvals, and Places — and learn to integrate them effectively into their workflows. The course emphasizes practical applications within accounting contexts, aiming to streamline operations and foster collaboration.

Objectives

• Identify and describe the basic functionalities of at least three of the ten productivity apps discussed in this session
• Explain how Shared Mailboxes and Groups enhance team communication and help manage departmental emails more effectively
• Identify at least two of the three applications that can be used to manage tasks and/or projects available in business and enterprise versions of Microsoft 365

Highlights

• Enhancing communication and collaboration: Shared Mailboxes, Groups, and Places
• Optimizing task and project management: Planner, Lists, and To Do
• Streamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings, and Approvals
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Designed For

Business professionals seeking enhance their ROI on Microsoft 365

Prerequisites

Basic understanding of Microsoft 365 applications and their use in professional settings

Preparation

None

Notice

To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange "Launch Event" button.