Mobile Devices And Management For Advisors Using Office 365

Mobile Devices And Management For Advisors Using Office 365
Robert Clark
LucidPointe
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4.5 (2)

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The promise of Office 365 is connecting remotely to your files in the cloud using any device — whether you’re at home, in the office, or on the road.

This session reviews tools and techniques for using Office 365 from anywhere, including:


Adding Office 365 accounts to mobile devices
Registering devices for MDM
• Device wipe
Mobile Apps for Users
Mobile Admin app


Advanced settings in Microsoft's cloud enables advisory firms to automate policies and procedures company-wide for about $23 a month per team-member.

Office 365 Training for Advisors
is a series of 12 monthly classes, available 24/7.


The series started in January 2015. You get access to all 22 classes about Office 365, and sessions have been rated an average star-rating of about 4.6 stars in reviews by financial professionals.


Robert Clark, an expert in marketing automation, teaches what you need to know to manage your practice using Office 365.

 

If you sign up for all 12 classes for $99, A4A members receive $10 off using discount code A4AMEMBER.

This webinar is eligible for 1 live CPA CPE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays available 24/7 to paying members ($60 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.


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0 of 0 people found the following review helpful
Absolutely have to watch this again. Thanks.
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CPowell Reviewed by CPowell
October 18, 2016
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Last updated: October 18, 2016
 

0 of 0 people found the following review helpful
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FFS Reviewed by FFS
October 18, 2016
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Last updated: October 18, 2016