Microsoft 365 Mastery: When Everything Works Together
2.00 Credits
Member Price $105
Non-Member Price $135
Overview
Most accounting professionals utilize only a fraction of the power available within their Microsoft 365 subscription, often treating Word, Excel, and Outlook as isolated islands. This session moves beyond basic app usage to focus on the “unified ecosystem” advantage-the seamless integration of data, security, and user provisioning that allows a firm to operate as a single, cohesive unit. We will address the common frustration of “app overload” by demonstrating how Microsoft 365 serves as a turnkey solution that replaces disconnected tools with integrated workflows that simply work together.
Participants will explore the strategic shift from traditional file servers to a cloud-centric environment where data is accessible anywhere, at any time, on any device. We will dive into high-impact collaboration techniques, including real-time co-authoring across Excel, Word, and PowerPoint, and the automation of data sharing between Outlook, Teams, and SharePoint. You will walk away with key insights and practical ideas that can be immediately translated into actionable plans to reduce friction and improve efficiency within your practice.
Highlights
The Unified Ecosystem: Integration, Security, and Turnkey Setup, From File Servers to Cloud: Seamless Data Synchronization, High-Velocity Collaboration: Co-editing in Excel, Word, and PowerPoint, Modern Automation: Connecting Outlook, Teams, and SharePoint
Prerequisites
There are no prerequisites for this session.
Designed For
Practitioners and business owners seeking to maximize productivity through integrated software workflows.
Objectives
Analyze the Microsoft 365 ecosystem to identify integration opportunities across core business applications., Implement real-time co-authoring workflows in Excel, Word, and PowerPoint to streamline document collaboration., Utilize automated features within Outlook, Teams, and SharePoint to synchronize communications and data., Differentiate between cloud-based file sharing and traditional file servers to improve data accessibility., Examine the impact of broad-spectrum AI and automated data flows on firm-wide productivity.
Preparation
No advance preparation is required.
Leader(s):
Leader Bios
Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises
Stephen M. Yoss, Jr., CPA, is the partner, and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more.
Non-Member Price $135
Member Price $105