Using OneDrive For Business And SharePoint In An Advisory Practice

Using OneDrive For Business And SharePoint In An Advisory Practice
Robert Clark
03/16/16 4 PM EST
Live CPA
4.9
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At this session in our ongoing series for investment advisors, we'll review how to establish a sync with OneDrive for Business and discuss the intimate details about your first upload.

 

Getting your documents in the cloud and synchronized with your computer, tablet, and smartphone is a must for any professional. It makes security, disaster recovery and regulatory compliance more manageable, enables collaboration, and unlocks your intellectual capital.

 

At this session, we'll tell you how to cope with the agony of sync malfunctions, how to deal with those pesky little red x's, and how to get your sync back on track. We’ll also cover the nuts and bolts of Microsoft’s OneDrive and SharePoint, including:

 

Libraries, Folders, and Documents

Library Limits

Sharing and Restricting Access

What to Put Where

Sync – Setup and Troubleshooting

  


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


The series started in January 2015 and now gives you access to 15 classes about managing Office 365 rated 4.5 stars or more 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 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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4.9  (6)
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Specific and helpful information about Sharepoint. If I had this information when I started using this system for my team it would have saved us a lot of trouble. I look forward to watching additional recorded sessions in this series.

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5.0

I would like to dig into the settings of MS365 - I think there is so much there and I just need to figure out how to use it more. It's a little frustrating that I can't drag a file over to an email (because we can't get our syncing to work and we've had to start from scratch three times - so we just gave up); perhaps I'm missing something that used to be so easy and now has to be downloaded to and then dropped into an email or wherever.

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