Fine-Tuning Office 365 For RIAs And Introducing Microsoft Flow

Fine-Tuning Office 365 For RIAs And Introducing Microsoft Flow
Robert Clark
LucidPointe
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Owners of an RIA all too often scratch the surface of Office 365’s capabilities. This sessions provides practical tips on administering Office 365 and introduces a just-released new application, Microsoft Flow.

At this session, you’ll also learn about:


Adding users and licenses fast
Getting support from Microsoft
• What's under the Settings tab
When to check the Health tab
An Introduction to Microsoft Flow


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 23 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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