here’s what you’re looking for: john higgins

pro member exclusive

developing your office 365 deployment strategy

don’t treat it as just an extension of your desktop applications. that’s a waste.

by john higgins
cpa crossings

once you have made the decision to commit to deploying office 365 in your organization, it is important that you develop a deployment strategy. this will determine whether you achieve success or failure.

join the next webinar: office 365 – ready, set go! – developing your strategy, 2 hours, 2 cpe

register  |  learn more

there are countless examples of organizations that treat office 365 as simply an extension of the microsoft office desktop applications. they simply make office 365 available to their staff without any advanced planning or training. a sure recipe for disaster.

my goal is to provide you with some insight into how to effectively plan for your office 365 deployment to maximize the return on your investment and optimize the efficiency in your workflows. read more →

pro member exclusive

attaching files to a chat or post in ms teams

now you’re starting to truly collaborate.

by john higgins
cpa crossings

attaching files to a chat or post message is very important in terms of how you go about creating the message. you want to attach a file or attach a link to a file. this is really when you fully understand how this starts to integrate with the sharepoint application, and the onedrive application, so that you can have both your files and conversations in one place.

it’s when you start to get the true collaboration that office 365, and teams, more specifically, provides for you. so let’s go ahead and take a look at this. we’ll start by attaching files to a chat message, because it’s more limited.

pro member exclusive

how to add visuals to a message in ms teams

punch up your communications.

by john higgins
cpa crossings

in this segment, we’re going to review how to add a visual to a chat/post message. in this day and age of visual messaging, emoticons, gifs, and so forth, they’ve added that capability to the teams app, so let’s take a look at how it’s actually designed to work.

more tech: composing text messages in ms teams | composing chats and posts in ms teams | making the most of the ms teams interface | go remote with this app you already own [#wfh] | onenote: getting the most from templates | onenote: the hidden treasure in office 365 | onedrive: why it’s essential for firms | developing your office 365 deployment strategy |

i should point out that the team owner in the teams app can control whether or not they want to allow gifs, emoticons and stickers.

management

composing text messages in ms teams

how chat and post messages differ.

by john higgins
cpa crossings

composing text in chat and post messages works much pretty the same way in the teams channel app, but i will show the different nuances between the two of them.

more from john higgins: composing chats and posts in ms teams | making the most of the ms teams interface  | go remote with this app you already own [#wfh] | onenote: getting the most from templates |  onenote: the hidden treasure in office 365 | onedrive: why it’s essential for firms  | developing your office 365 deployment strategy | john higgins: why office 365?  |  accounting is a team sport | office 365: the new go-to solution for tax & accounting firms

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

let’s go first of all into a teams channel post.

pro member exclusive

onenote: getting the most from templates

click to play

this video focuses on creating and using page templates in onenote.

by john higgins

this brief video will show you how to set up page templates in onenote to provide consistency for related types of content.

learn more at roadmap to microsoft’s office 365 ecosystem

a prime example is to create a custom meeting agenda template for each of the specific types of standing meetings that you have. you can also use page templates to create forms that capture specific content in a consistent format. as an example, a client onboarding document. one important point to realize is that you must use the desktop version of onenote to create page templates. you can use the template in any version of onenote.

pro member exclusive

onedrive: why it’s essential for firms

the five reasons you need onedrive cloud storage and how to use it.

by john higgins

accounting firms need to have all their shared files stored in one of two cloud storage platforms: onedrive for business or sharepoint online. the two applications are variations on the same theme, but they are central to the entire microsoft office 365 ecosystem.

learn more in these upcoming two-hour webinars: onedrive cloud storage–what it is and how to use it and onedrive–file sharing and collaboration in the cloud

onedrive is where you would store all of the files that you do not typically share with others, either inside or outside your organization. on the other hand, sharepoint is the place where you should store all the files that you share with others. you have a lot of control over how you organize your sharepoint storage to control who can access which files.

the benefits to your firm for leveraging cloud storage are numerous: read more →

special

onenote: the hidden treasure in office 365

join the webinar: onenote – mastering organization of your notes & correspondence

by john higgins

many years have passed since i began my journey to go paperless, both personally and professionally.  it has been like getting into a fitness routine, the hardest part was getting started.

however, once i began to see the benefits of my efforts, the journey transitioned from a challenge to a very positive experience. yet, there was always that last mile that was nagging me. what i mean is that it felt like i had ended up with my own personal silos of information. email messages stayed in outlook, letters and correspondence stayed in word, spreadsheets stayed in excel and so on.

there is so much you can do with onenote. if want to learn about every nook and cranny feature, please join our webinar: onenote – mastering organization of your notes & correspondence

then i discovered onenote. i had actually seen the onenote icon in my office applications menu for a few years before i began to explore it. that is when everything changed for me. read more →

management

john higgins: why office 365?

because firms need to get their money’s worth out of the ubiquitous software app.

by john higgins
cpa crossings

most firms are already using microsoft office 365. but too few are leveraging all its features, particularly the tools that accelerate workflows by fostering collaboration and speeding communications.