Office 365 And Skype For Business

Office 365 And Skype For Business
Robert Clark
LucidPointe
Live CPA - 1 credit
Program Id: 146498147


Skype For Business, formerly known as Lync, is the communication tool integrated with the Office 365 subscription. From online chats to Web presentations, Skype for Business tools make advisors more productive.

At this session, you'll learn about:

 

  • How to use this tool in an advisory firm
  • Why instant messaging is great for advisors
  • Video calls, audio calls
  • Screen sharing and presentations
  • Adding internal and external contact
  • Using Skype for Business with clients and prospects
  • Screen sharing or web calls
  • Using Skype Recorder for compliance
  • Presence

 

Office 365 Training for Advisors is series of 12 monthly classes, available 24/7, that teach advisors the features they need to know about it Office 365 to help manage a professional practice.

All 12 classes show you how to leverage Microsoft's enterprise platform to share IP and personal information securely with clients and colleagues, to make you operate more efficiently.

This is the sixth class in the series and instructor Robert Clark, an Office 365 consultant and advisor marketing whiz, is averaging a 4.6-star rating from attendees.

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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Excellent

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