Office 365 What You Need To Know and Why

Transcription

1 Office 365 What You Need To Know and Why Developed By CPA Crossings, LLC Rochester, Michigan

2 John H. Higgins, CPA.CITP Strategic 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 ( ) 2017) AICPA Hall of Fame Inductee jhiggins@cpacrossings.com MACPA Innovative User of Technology Award Past Chair of the Michigan Association of CPAs 2

3 Learning Objectives After attending this presentation, you will Have a complete understanding of all that Office 365 has to offer Be prepared to select the optimal Office 365 subscription plan(s) for your organization Understand the key decisions about how to deploy Office 365 Know what to beware of regarding the Office 365 licensing terms and conditions 3

4 Presentation Outline The Office 365 Ecosystem The Strategic Impact of Office 365 The Office 365 Cloud Applications Understanding Office 365 Licensing Alternative Subscription Plans Office 365 Subscription Worksheet Office 365 Frequently Asked Questions Wrap-up 4

5 THE OFFICE 365 ECOSYSTEM 5

6 Office 365 Explained A collection of desktop and cloud based applications Comprehensive digital office ecosystem Subscription based licensing model Perpetual upgrades / enhancements Connects internal and external users digitally 6

7 Office 365 Ecosystem Desktop / Laptop Applications ios / Android Apps Office 365 Cloud Applications 7

8 Office 365 Desktop Applications Microsoft Office Suite Outlook Excel Word PowerPoint OneNote Publisher 8

9 Office 365 Cloud Applications *Available apps at time of publication 9

10 Office 365 Mobile Apps Excel Word PowerPoint OneNote OneDrive for Business Skype for Business Yammer And more 10

11 STRATEGIC IMPACT OF OFFICE

12 Key Strategic Benefits of Office 365 Fosters collaboration, communication and file sharing internally an externally Eliminates the challenge of exchanging file attachments Eliminates storing multiple versions of a file Outsource file server infrastructure Outsource data security and disaster recovery protection Automatic data backup Scalable 12

13 THE OFFICE 365 CLOUD APPLICATIONS 13

14 The Big Three OneDrive for Business Office Online SharePoint Online 14

15 Office Online Outlook, Word, Excel, PowerPoint, OneNote Allows simultaneous document editing 100% browser based Accessible from any device Files are stored in OneDrive for Business 15

16 Excel Online 16

17 Word Online 17

18 PowerPoint Online 18

19 OneDrive for Business 19

20 OneDrive for Business Features Cloud based file storage Direct integration with Office desktop and online 1 TB of storage per user Automatic file versioning Synchronize files with local PC Share files internally and externally 100% browser based 20

21 OneDrive File Sharing Invitation invitation received to access shared file 21

22 SHAREPOINT ONLINE 22

23 SharePoint Features Custom web site development application Sites can be really simple or really complex Add a multitude of content types Document Library To Do List Site calendar Many more Create client / customer / patient / project sites Granular access permission controls 23

24 Sharepoint Site Configuration 24

25 UNDERSTANDING OFFICE 365 LICENSING 25

26 Office 365 Licensing Features Subscription licensing model Per user, per month subscription fee Two months free with annual contract All new releases available upon demand Application set defined by subscription plan Mix and match subscriptions by individual Fee includes technical support 26

27 ALTERNATIVE SUBSCRIPTION PLANS 27

28 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 Office 365 subscription plan details Office 365 subscription plan configurator 28

29 THINGS TO CONSIDER 29

30 Things to Consider Subscription model eliminates financial decision to upgrade to current software release Web based applications provide: Anytime, anywhere access Elimination of IT infrastructure responsibilities Disaster recovery and data security protection Facilitation of online collaboration Utilization of full Office 365 software suite provides compelling value proposition 30

31 FREQUENTLY ASKED QUESTIONS 31

32 FAQ (Frequently Asked Question) - #1 Q: Is Office 365 the newest version of Office? A: No, Office 365 is a bundled solution of Microsoft software applications. Some Office 365 plans include licenses for the traditional desktop version of Office, as well as web based versions. 32

33 FAQ - #2 Q: Do I have to use the latest release of Office when I am on Office 365? A: No. You can continue to use Office 2010 on the desktop. The Office web applications will always be at the current version, which at this time is Office Office 2007 will work with Office 365 with some limitations. Office 2003 and earlier versions are not compatible with Office

34 FAQ - #3 Q: Can I mix on premise Office suite licenses with Office 365 Office desktop licenses? A: Technically yes, but not a good strategy and increased potential for software conflicts with cloud applications. 34

35 FAQ - #4 Q: Can I switch my Office 365 plan at anytime? A: Yes. In your site Admin center there is a wizard to change plans. Also, you can have a mix of plan types within your organization based on user needs. 35

36 FAQ - #5 Q: Can I cancel my Office 365 subscription? A: Yes, at anytime. If you signed up for an annual commitment you will forfeit any remaining balance on what was paid for the year. If you cancel you will have the ability to download your data for a period of 90 days. 36

37 Learning Objectives Summary You should now Have a complete understanding of all that Office 365 has to offer Be prepared to select the optimal Office 365 subscription plan(s) for your organization Understand the key decisions about how to deploy Office 365 Know what to beware of regarding the Office 365 licensing terms and conditions 37

38 Questions? 38

39 Office 365 Tips & Tricks Blog Get access to our informative blog on all things related to the Office 365 suite of applications. We include tips and tricks on how to use Microsoft Office, Power BI, SharePoint, OneDrive and much more. Click the button below to sign up to receive access, no fee or obligation! Sign Up Now

40 CPA Crossings, LLC Our Mission: Simplifying Technology to Help CPA s Succeed Service Offerings: John Higgins jhiggins@cpacrossings.com Strategic Technology Advisors Office 365 Deployment Specialists Data Analytics Projects KPI Dashboard Development Bryan Smith bsmith@cpacrossings.com For more information: Call (877)