Mobile Devices And Management For Advisors Using Office 365
The promise of Office 365 is connecting remotely to your files in the cloud using any device — whether you’re at home, in the office, or on the road.
This session reviews tools and techniques for using Office 365 from anywhere, including:
• Adding Office 365 accounts to mobile devices
• Registering devices for MDM
• Device wipe
• Mobile Apps for Users
• Mobile Admin app
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 22 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.
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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