Using the Microsoft Cloud, you can securely collaborate with your team, other professionals, and clients to maximize your most precious asset: your ideas, financial strategies and professional advice. At this session, you will learn about:
- Why Office 365 is better than Google Apps
- Sharing documents on Office 365
- OneDrive versus OneDrive for Business versus SharePoint
- Team Sites
- OneDrive for Business
- Getting people to use it with you
- Synching with your desktop
- Set up email in Outlook and on your mobile device(s)
- Copy or move your email, calendar items, and contacts
- Sync your local computers with OneDrive for Business
- Copy your personal files to OneDrive for Business
- Set up Lync
- Access Office 365 from your mobile devices
- Setting up and organizing mail folders
- Outlook's email Rules Wizard versus new features in Office 365
- Adding disclosures to all your emails
- Managing signatures
- Accessing email online
- Archiving email: O365 versus advisor compliance apps
But unless you take the time to learn to use Outlook, OneDrive, and SharePoint, you’ll probably continue to make the same mistakes every day. Here's a chance to break the cycle, a system guaranteed to reduce the insanity in your life or give you your money back. You'll learn about:
- SharePoint & OneDrive for Business - Differences between OneDrive, OneDrive for Business, and SharePoint - When to use one and not the other
- Moving data to the MS Cloud - No more than 300 files at a time - Copy, paste, wait - When moving too much, you risk a sync failing
- How to sync - Best practices - What to do if sync fails
- Library structure
- Library controls
- Sharing documents, folders, libraries - Best practices for sharing
- For advisors with more than 20,000 documents - Limits to OneDrive for Business - Limit workarounds
- Structuring work versus free time
- Personal versus work appointments
- Team calendars
- Project calendars
- Public calendar where anyone can request a meeting
- Displaying calendars on your desktop
- Adding a link to your calendar to your email signature
- Giving your assistant rights to book appointments
- Journaling
- Legal Hold
- Archiving
- Auditing
- In-place E Discovery
- Retention policies and tags
- Data loss prevention
- Scanning for sensitive data
- How to use this tool in an advisory firm
- Why instant messaging is great for advisors
- Video calls, audio calls
- Screen sharing and presentations
- Adding internal and external contacts
- Using Skype for Business with clients and prospects
- Screen sharing or web calls
- Using Skype Recorder for compliance/webcall
- Presence
- Site Collections
- The SharePoint admin panel
- Security levels and roles
- Controlling sharing
- Team site for Intranet
- Public-facing website
- Formatting and customizing in SharePoint
- Site Contents
- SharePoint Store
Office 365, for the first time, makes it possible for an RIA owner to be the Admin. Your firm controls email accounts and grants licenses to Office’s productivity suite—Word, Excel, PowerPoint and Outlook. At this session, you’ll learn how to manage these basic tasks yourself. You’ll decide how much you can do and want to delegate to staff. You may want to set up all new email accounts in your firm, or give that task to your CCO.
We’ll review the most-important admin tasks in Office 365, where to find the functions you need on a regular basis. This is “must-see TV” for RIA CEOs. If you’re a sole practitioner, you can save a lot of money and time by using Office 365’s Admin control panel. Even CEOs who have a CCO, CTO or COO day-to-day administrator should know how to control these settings to lower operational cost of maintaining client records securely. The admin panel makes sharing personally identifiable information internally. At this session, you’ll get step–by-step ideas for configuring the following:
- Adding new email accounts
- Adding new Office licenses (E3 and E1)
- Password policies and management
- Mobile device wipe
- Multi-factor authentication
- Mobile device wipe
- User/license methodology
- Adding a user/license
- When an accountholder leaves
- Software management and sharing
This session reviews tools and techniques for using Office 365 from anywhere. You'll learn about.
- Switching between the Web and full version of an app
- Saving documents for sync and remote access
- Offline access of documents
- Co-authoring documents
- Setting up a mobile device
At this 11th session in our ongoing class for investment advisors, we'll review how to establish a sync with OneDrive for Business and discuss the intimate details about your first upload.
And we'll also show you the dreaded "nuclear option," erasing the local version of your data and starting over.
(updated) IA Reps: Stop Letting Technology Drive You Insane
But unless you take the time to learn to use Outlook, OneDrive, and SharePoint, you’ll probably continue to make the same mistakes every day. Here's a chance to break the cycle, a system guaranteed to reduce the insanity in your life or give you your money back. You'll learn about:
- SharePoint & OneDrive for Business - Differences between OneDrive, OneDrive for Business, and SharePoint - When to use one and not the other
- Moving data to the MS Cloud - No more than 300 files at a time - Copy, paste, wait - When moving too much, you risk a sync failing
- How to sync - Best practices - What to do if sync fails
- Library structure
- Library controls
- Sharing documents, folders, libraries - Best practices for sharing
- For advisors with more than 20,000 documents - Limits to OneDrive for Business - Limit workarounds