K2's Top Ten Productivity Booster Apps in Microsoft 365

Course Description

This two-hour CPD 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.

Major Topics

• 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

Learning Objectives

Upon completing this course, you should be able to:

• 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

Course Information

• CPD Credit: 2.0 hours Computer Software and Applications
• Prerequisites: Basic understanding of Microsoft 365 applications and their use in professional settings
• Program Level: Overview
• Advance Preparation: None
• Who Should Participate: Business professionals seeking enhance their ROI on Microsoft 365

Instructor

• Name: Brian Tankersley
• Hometown: Knoxville, TN
• Bio: Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review.