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Learning

How Small Firms Use MS Teams for Internal & Client Communications & Collaboration (Self-Study)

Transformation Area
Self-Study

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$50
In this self-study course, you will learn how a small firm uses Microsoft Teams for their internal communication and structure as well as how to use it to collaborate with clients.

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Offered By:

Duration

1 Hour

Skill

All Levels

Assessment

Yes

Content Type

Self-Study

Course Overview

How Small Firms Use MS Teams for Internal & Client Communications & Collaboration

This online self-study course you will learn how a small firm uses Microsoft Teams for their internal communication and structure as well as how to use it to collaborate with clients.

 

After completion of this course, participants will be able to:

  • Recognize the key features of Microsoft Teams
  • Identify how Microsoft Teams can be used internally as a staff collaboration and communication tool
  • Identify how Microsoft Teams can offer real-time collaboration with chat, document sharing and calls with clients

 

 

Author: Shayna Chapman, CPA, CITP
Intended Audience: CPAs and other business professionals who are seeking to leverage their Office 365 communication by taking advantage of the MS Teams platform.
CPE credits: 1
Field of Study: Communications & Marketing
Prerequisite(s): None
Program Level Knowledge: Basic
Course Delivery Method: QAS Self study

 

 

ADDITIONAL INFORMATION:

No advanced preparation needed to attend this course. No prerequisite knowledge is required to be successful in this course.

 

EARNING CPE:

For online programs, including self-study, participants must receive a passing score of 75% or above on the course assessment exam. Upon successful completion, CPE certificates will be emailed to the address used to register for the course.

 

REFUND POLICY:

For all programs (i.e., group live events, virtual webinars, and online programs), all sales are considered final unless the program has been cancelled (refer to PROGRAM CANCELLATION POLICY). Refunds are not issued if attendees fail to attend or do not complete the required actions to earn CPE credits (e.g., complete all required attendance checks during a webinar).

  • To receive a full refund, registrant cancellations must be made 10 business days prior to the presentation date. There is a 20% administrative fee for cancellations received within less than 10 business days.
  • No refund will be issued for registrant cancellations received within one business day of the presentation. You may instead provide a substitute attendee.
  • No refund will be made in the case of a no-show registrant.

COMPLAINT RESOLUTION POLICY:

The Center for Accounting Transformation is committed to complete customer satisfaction. It is our desire to fully meet or exceed client and participant expectations. However, if for any reason participants believe that their program needs were not met, please email us at help@improvetheworld.net and we will discuss your options for rectifying the situation.

 

For more information regarding administrative policies such as complaints and refunds, please contact us at help@improvetheworld.net.

 

PROGRAM REGISTRATION:

To register: Go to www.improvetheworld.net and follow the steps:

  • Click on “Learning Center” then “View our courses”
  • You may either type in the name of the course, or scroll down and select “Self study” under “Learning Type”.
  • Once you find the course you want to register for, click on “Learn More”
  • Click on “Access this course” to add this course to your cart.

 

 

Course publication 2021. Reviewed and revised January 2023. 

 

 

The Center for Accounting Transformation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

 

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

 

 

 

Learning Objectives

  • Recognize the key features of Microsoft Teams
  • Identify how Microsoft Teams can be used internally as a staff collaboration & communication tool
  • Identify how Microsoft Teams can offer real-time collaboration with chat, document sharing and calls with clients

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