Office 365® Teams® App: Optimizing Your Setup and Configuration

1:00 pm–4:45 pm ET

# of CPE Credits



If you are familiar with the Office 365® Teams® app, you know it is an extremely powerful tool to transform the way you communicate, collaborate, and share knowledge. What you may not know is how to configure Teams to optimize your ROI and how effectively your team members use it. This course takes you on a tour of the important set up and configuration settings you need to be familiar with to ensure the best Teams experience for your organization. Whether you are already using Teams, in the process of deploying it, or are contemplating whether or not to bring it into your organization, this course will prove to be invaluable.


After attending this presentation, you will be able to * Identify a plan to begin using OneDrive® to store files in the cloud * Recognize features of OneDrive to leverage the full power of Office 365® * Recognize how to increase the cybersecurity protection of your files


The major topics that will be covered in this course include * Defining your teams and channel structure—best practices * Step-by-step guide on how to create and manage teams and channels * How to organize your Teams® navigation panel * Configuring your notification settings * Connecting Teams to external apps * Understanding how Teams integrates with SharePoint®, OneNote®, and Planner apps * Tracking your Teams app usage analytics * Archiving and deleting Teams and related content

Who Should Attend

Anyone who is contemplating, deploying, or already using Microsoft® Teams®

Required Knowledge

A basic familiarity with Microsoft® Teams® app

Advanced Prep


Event Speaker(s)

John Higgins, CPA.CITP ( CPA Crossings, LLC, Rochester, MI ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

Test Your System
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CPE Select Pass Policies
The CPE Select pass is available only for NCACPA members and the price is applicable for an individual user. The pass includes access to on demand and webinar programs, but excludes webcasts, “hot topic” webinars, and on demand Ethics programming. All eligible programs for the CPE Select pass will be marked in the online catalog and in promotions. Licensed CPAs who elect the student membership status must provide proof of enrollment in an advanced degree.

The CPE Select pass grants unlimited access to qualifying webinars and on demand programs on a calendar-year basis.

We anticipate a spike in webinar activity later in the calendar year, and NCACPA is not liable for third-party service outages that may occur. Please plan your CPE before 12/31 to avoid any unforeseen technology issues.

Also Available As

Thursday, May 26, 2022 (8:30 am–12:15 pm ET)
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Tuesday, August 30, 2022 (1:00 pm–4:45 pm ET)
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Friday, February 17, 2023 (1:00 pm–4:45 pm ET)
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Level: Intermediate

Event Code:WB097722

Registration Fees

RegistrationEarly BirdRegular
CPE SelectN/A$0.00
NCACPA MemberN/A$145.00
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