How Advisors Can Get In Sync With OneDrive For Business And SharePoint

How Advisors Can Get In Sync With OneDrive For Business And SharePoint
Robert Clark
11/18/15 4 PM EST
4.3
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Get your documents in the cloud – and on your local computer – synchronized, consistent in the cloud and with every connected device, and learn what to do when you have sync problems.

 

At this 11th session in our ongoing class for investment advisors, we'll review how to establish a sync with OneDrive for Business and discuss the intimate details about your first upload.

 

We'll tell you how to cope with the heartbreak of sync malfunctions, how to deal with those pesky little red x's, and how to get your sync back on track.

And we'll also show you the dreaded "nuclear option," erasing the local version of your data and starting over.

 


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


The series started a year ago and now gives you 12 webinars rated 4.5 stars or more.


Robert Clark, an automated marketing expert, 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.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 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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3 reviews

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4.3  (3)
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(Updated: November 17, 2015)
robertp303
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(Updated: November 17, 2015)
Newground
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4.0

Excellent presenter. I liked focus on what can go wrong. My questions about identifying problem files was not addressed. Having used Office 365 with OneDrive, etc. our IT fellow is ready for us to move to Google for biz, so while the ideals of MSFT's offering might be good, their ability to deliver has thus far proved to be severely lacking. Related, their helpdesk process is convoluted, populated with folks who are hard to understand and who are overly keen to get you off their docket.

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