Administering Office 365 In An RIA

Administering Office 365 In An RIA
Robert Clark
LucidPointe

 

It's not quite as complex as the cockpit in a Boeing 787, but your RIA's Office 365 administrator has access to settings for fine-tuning Office 365 for users in a professional investment advisory and financial planning firm.

 

From adding licenses and creating new users, to compliance-related settings and generating sophisticated reports, understanding the functionality of Office 365's administrative back-end is a crucial part in implementing the Microsoft Cloud's powerful software to manage your firm's IT backbone.

 

Come with us for a walk through the Administration screens and see what each setting does, including:

 

Accessing the Admin panel in Office 365 and navigating its functions

Most frequently-used administrative features in an advisory firm

Recently added features in the Office 365 admin panel

Important Admin functions to monitor regularly

Application admin panels (e.g. Exchange Admin center)

Introduction to Azure AD for Office 365

 


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 14 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.


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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