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Developed ByCPA Crossings, LLCRochester, Michigan
Office 365Beyond The Office Apps
Copyright (c) 2018 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 – 2016)
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
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 – 2016)
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
2Copyright (c) 2018 CPA Crossings, LLC
Learning Objectives
After attending this presentation, you will …
Learning ObjectivesLearning ObjectivesLearning Objectives
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Be aware of how Office 365 can transform your office
Realize the role that the apps can play in your organization
Copyright (c) 2018 CPA Crossings, LLC
The Office 365 Apps TeamsPowerBIPlannerFormsOneNoteSkype For BusinessWrap-up
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Presentation Outline
Copyright (c) 2018 CPA Crossings, LLC
The Office 365 Apps
Admin Delve Dynamics 365 Flow Forms MyAnalytics Office Online OneDrive for Business OneNote Outlook Planner PowerApps
Power BI Security & Compliance SharePoint StaffHub Store Stream (Video) Sway Teams To-Do Yammer Skype for Business a
5Copyright (c) 2018 CPA Crossings, LLC
Admin App
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App for administering Office 365 across your organization
Manage users and groups
Track and manage Office 365 subscriptions & billings
Initiate and track support tickets
Monitor the “health” of all of your Office 365 services
Admin centers for individual Office 365 apps
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Office 365 Admin App
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Delve
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Employee profile page with contact info
Rudimentary organization chart
Content discovery tool
Search for documents across Office 365
Recently used Office 365 documents page
See what other people are working on
Each person’s experience with Delve is unique
Copyright (c) 2018 CPA Crossings, LLC
Delve – Employee Profile Page
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Delve – Document Page
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Dynamics 365
Redesigned cloud based version of the popular Dynamics on premise applications
Financial, ERP and CRM, field service applications and more
Premium pricing
Initial rollout in 2017
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Dynamics 365 Financials
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Flow
Build automated workflows with Office 365 apps
Pre-built workflow templates for common tasks
Setup alerts / notifications
Collect data
Approve workflows
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Flow
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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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MyAnalytics
Summarizes how you spend your time at work
Suggests ways to work smarter
Set goals and monitor progress
Displays on your personal MyAnalytics Dashboard
Included in Office 365 Enterprise E5
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MyAnalytics
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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
19Copyright (c) 2018 CPA Crossings, LLC
Excel Online
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Word Online
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PowerPoint Online
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OneDrive for Business
Cloud based file storage
1 Terabyte per user
Share files internally & externally
Eliminate email file attachments
Synchronize with local PC
Maintain file version history
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OneDrive for Business
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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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The Outlook Apps
Mail / Calendar / People / Tasks
Cloud based individual apps
Exchange Online
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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Planner
A simple project management and task app
Not as simple as Outlook Tasks or as complex as MS Project
Plan based on Groups or Teams
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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PowerApps
Build Office 365 apps without writing code
Connect to Office 365 data sources
Pre-built app templates
Push apps to the web or mobile devices
Examples: budget tracker, cost estimator, asset checkout, etc.
34Copyright (c) 2018 CPA Crossings, LLC
PowerApps
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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
37Copyright (c) 2018 CPA Crossings, LLC
Security & Compliance App
Used to manage compliance with your organization’s data policies
Primarily intended for larger organizations
Data governance features
User activity auditing
eDiscovery
Mobile device management
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Security & Compliance App
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SharePoint
Cloud based file sharing, communications and collaboration platform
Collection of customized websites (internal)
Access permissions granted at site level
• Document libraries / Customized lists• Announcements / Discussion board• Site mailbox / calendar / contacts
Multitude of site apps and content types
A development platform
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SharePoint
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StaffHub
Frontline employee hub & scheduler
Managers create, update and manage shift schedules
Compatible with mobile devices
Allows users to swap shifts with approval
Share information, documents, videos, etc.
42Copyright (c) 2018 CPA Crossings, LLC
StaffHub
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Store
Microsoft and 3rd Party applications
Integrated with Office desktop and online apps
Stand-alone apps
Some are free but many require purchase
Search or filter by category or industry
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Store
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Stream (Video)
Replaces Office 365 Video
Used to store, share and play videos INTERNALLY
Record executive presentations, meetings, training, etc.
Video files are organized by “channels”
Access controls are set at the channel level
Audio transcriptions and face detection
46Copyright (c) 2018 CPA Crossings, LLC
Stream
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Sway
Create web-centric reports, stories, presentations, newsletters, etc.
Sway’s design engine controls the layout
Share your presentation on-line
Content optimized for viewing device
Create from scratch or existing PPT, PDF or DOC file
48Copyright (c) 2018 CPA Crossings, LLC
Sway Example
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Teams
Team collaboration app
Central point of communications and collaboration
“Persistent” chat feature
Integration with other Office 365 apps
Teams based upon Office 365 Groups
Teams broken down into Channels
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Teams
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To-Do
Manage, prioritize, and complete the most important things
Concept is to provide focus on what’s most important
Intelligent Suggestions feature to recommend the most important tasks
Finds tasks in email and appointments
Create checklists
Integrates with Outlook tasks
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To-Do
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Yammer
Internal social media app for knowledge sharing and communications
Discuss ideas, share updates, and crowdsource answers from coworkers
Document collaboration
Allows for external collaboration
Mobile app allows conversation access on the go
Conversations are public within the organization
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Yammer
55Copyright (c) 2018 CPA Crossings, LLC
Skype for Business
Instant messenger and online meeting application
Desktop and cloud apps
Integrated with Office apps
Schedule meetings in Outlook
Integrated HD video and audio
Transfer files in IM and meetings
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Skype for Business
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Learning Objectives Summary
You should now …You should now …
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Be aware of how Office 365 can transform your office
Realize the role that the apps can play in your organization
Copyright (c) 2018 CPA Crossings, LLC
Questions ?Questions ?
59Copyright (c) 2018 CPA Crossings, LLC
Office 365 Tips & Tricks Blog
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Copyright (c) 2018 CPA Crossings, LLC
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
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Copyright (c) 2018 CPA Crossings, LLC