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Presented by John H. Higgins, CPA.CITP, CPA Crossings, LLC & James D. Miller. CPA, CGMA, The Business Doctor Office 365 Ecosystem: Communication, Collaboration & Knowledge Sharing 1 Copyright (c) 2019 CPA Crossings, LLC
Transcript of Office 365 Ecosystem: Communication, Collaboration ... › sites › default › files...OneDrive &...
Presented by John H. Higgins, CPA.CITP, CPA Crossings, LLC &
James D. Miller. CPA, CGMA, The Business Doctor
Office 365 Ecosystem: Communication, Collaboration
& Knowledge Sharing
1Copyright (c) 2019 CPA Crossings, LLC
Learning Objectives
After attending this presentation, you will …
Learning ObjectivesLearning ObjectivesLearning ObjectivesLearning Objectives
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Understand the strategic value of deploying Office 365
Be familiar with the key apps availableBe prepared to plan your Office 365
deployment strategy
Copyright (c) 2019 CPA Crossings, LLC
Co-founder of CPA Crossings, LLC
Strategic technology advisor to CPAs w/ 30+ years of experience
Nationally recognized author and presenter on CPA technology
Former Top 10 National CPA Firm Technology Partner
Recognized by Cygnus Media as a Top 25 Thought Leader for the accounting profession (2011 – 2019)
AICPA Hall of Fame Inductee
MACPA Innovative User of Technology Award
Past Chair of the Michigan Association of CPAs
John H. Higgins, CPA.CITPStrategic Technology Advisor
John H. Higgins, CPA.CITPStrategic Technology Advisor
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Owner, The Business Doctor, CPA, PC
Masters of Science in Finance, Walsh College
AICPA PCPS Executive Committee 2016 –Present
MICPA Professional Ethics Task Force 2003 –Present (Chair 2011-2014)
AICPA & MICPA Instructor on accounting, practice management, tax and ethical matters
James D. Miller, CPA, CGMAThe Business Doctor, CPA, PC
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What is Office 365?
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An ecosystem for digital communications, collaboration,
knowledge sharing and workflow automation
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Office 365 Ecosystem
Traditional Desktop
Applications
Online aka Cloud
Applications
Mobile Apps (Android /
iOS)
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Office 365 Application Suite Admin Bookings Calendar Compliance Delve Excel Flow Forms OneDrive OneNote Outlook People Planner Power BI
Power Apps PowerPoint Security SharePoint StaffHub Stream Sway Tasks Teams To-Do Video Visio Word Yammer
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STRATEGIC IMPACT OFOFFICE 365
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Key Strategic Benefits of Office 365
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Fosters internal and external collaboration and communication
Controlled document sharing and distribution
Complete document life cycle version history
Outsource file server infrastructure
Outsource data backup, data security and disaster recovery protection
Scalable
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OFFICE 365 APPS REVIEW
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The Core Communication, Collaboration and Knowledge Sharing Apps
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Teams
Outlook
Office Online
OneDrive
SharePoint
OneNote
Planner
Forms
Power BI
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TEAMS APP
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Teams Data Model
Teams
Channels
Conversations
Files
Linked Content
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The Teams Interface
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Menu
Team
Channel
Tabs
Public Conversations
Personal Chat
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The Outlook Apps
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Mail / Calendar / People / Tasks
Exchange Online
Integration with other Office 365 apps
Synchronize to Outlook desktop
Synchronize to any mobile device
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Mail App
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Calendar App
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People App
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Tasks App
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The Office Online Apps
A special online version of Office Apps
Excel, Word, PowerPoint and OneNote
Run these apps in browser - device independent
Facilitates simultaneous editing
Share files via the cloud
Automatically saves file as you work
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Excel Online
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ONEDRIVE & SHAREPOINT
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Things To Know AboutOneDrive & SharePoint
Cloud based file storage
OneDrive = your personal files
SharePoint = shared file sites
Share files internally & externally
Eliminate email file attachments
Synchronize with local PC
Maintain file version history
Secure document storage
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OneDrive vs. SharePoint
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Site A
Site B
Site CYour Files
OneDrive SharePoint
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File Actions Menu Bar
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File Sharing
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OneNote
An application for recording and managing notes, correspondence and more
Desktop, cloud and mobile app
Local and cloud-based notebook storage
Internal and external shared access
Integration with the Office applications
Supports a multitude of content types
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OneNote
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Planner
A simple project management and task app
More than Outlook Tasks, less than MS Project
Each plan contains Task “Cards”
Cards are organized into Buckets which can be prioritized
Each Plan has a OneNote Notebook
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Planner
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Forms
Create forms to gather feedback or get sign-ups
Simple survey, poll & quiz tool
Shared internally or externally
Results can be displayed as text, charts or Excel
Not a replacement for InfoPath
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Forms
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Power BI
Suite of business analytics tools
Connect to internal & external databases
Power BI Desktop creates visual data analysis reports
Power BI Mobile lets you access visual dashboards of your analytics
Third party database connection services
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Power BI
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Yammer
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Internal social media app for knowledge sharing and communications
Share files and communicate within teams, projects, topics, etc.
Collaborate externally as well
Discovery feed keeps you up to date on Yammer conversations
Mobile app allows conversation access on the go
Conversations are public within the organization
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Yammer
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Delve
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Essentially a search of documents across Office 365
Recently used Office 365 documents page
See what other people are working on
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Delve
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UNDERSTANDING OFFICE 365 LICENSING
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Office 365 Licensing Features
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Subscription licensing model
Per user, per month subscription fee
Two months free with annual contract
All new releases deployed automatically
Application set defined by subscription plan
Mix and match subscriptions by individual
Fee includes technical support
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ALTERNATIVE SUBSCRIPTION PLANS
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Office 365 Subscription Plans
There are many different subscription plans available
You can mix and match as appropriate for your staff
Use these links for more information
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Office 365 subscription plan details
Office 365 subscription plan configurator
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WRAP-UP
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Summary
Office 365 is transformativeDeployment is a journeyCompelling value proposition
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Questions ?
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Our Mission:“Simplifying Technology to
Help CPA’s Succeed”
Service Offerings:Strategic Technology Advisors
Office 365 Deployment SpecialistsData Analytics Projects
KPI Dashboard Development
John [email protected]
Bryan [email protected]
For more information: Call (877) 370-2220
CPA Crossings, LLCCPA Crossings, LLCCPA Crossings, LLCCPA Crossings, LLCCPA Crossings, LLCCPA Crossings, LLC
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