Search Results: IT (6577)

Looking at ways to better meet the needs of your clients is critical for accountants. Using customer relationship management software (CRM) is an excellent way to serve your clients by keeping them happy and engaged. CRM software is also simple to use, allowing accountants to work much more efficiently without constantly dealing with technical issues.

The pandemic has fast-tracked many decisions around the embrace of technology. Understanding the expectations of regulators and government agencies is important to consider when implementing technology – and the risks of not considering compliance – especially for the financial services industry.

There’s an intriguing debate in the data analyst community on whether Excel or Power BI is the best tool for data analysis.

Hear Pablo Moreno’s perspective: he believes it’s not about the tool, but rather, your data needs – data ingestion, data size, data aggregation, distribution of the information.

Did you know Microsoft has released a tool to help with managing compliance for a variety of regulations and standards, like GDPR, NIST, ISO20071, and HIPAA? And even better news, it works with not just Dynamics 365, but also Office 365 and Azure, integrating with your own AD as well. All companies need to worry about securing their data and being compliant with the regulations out there nowadays. In this session, we will show and demo how the Compliance Manager can help.  

Organizations of all sizes are using cloud technology to transform their business, market, and industry at an increasing pace. Cloud adoption isn’t a one-size-fits all
scenario. It is journey that creates value, drives innovation, and empowers people . Migration Playbook provides an adaptable tool to manage all phases of your transformation with collaborative, automated and data-driven capabilities.

There are always new features that are introduced by Microsoft in their productivity tools that, at this point, can warrant a monthly status update about what’s new and what’s changed. This one I feel deserves extra attention. If you share a PowerPoint presentation during a Teams Meeting, this one will make your life better. When you are ready to present, instead of sharing your screen as usual, choose the PowerPoint option! If your PowerPoint has audio or video to play, check the “include computer sound”, then choose from either the suggested PowerPoint option (usually the one you worked on most recently) or Browse.Selecting Browse gives you the option to find it and upload it from your computer or OneDrive.Figure 1 – Choosing computer sound preference in the PowerPoint option in Microsoft TeamsAfter this, you will be greeted with the view in Figure 2: Figure 2 – Selecting a presentation to display in the PowerPoint option in Microsoft TeamsThis is the main screen your participants will see.Here you can see your slides and click through them to display on the main screen.If you added notes to the slide, they will appear in this section. This only visible to the presenter, not the participants. No need to reference and handwrite your notes!You can also use these arrows to navigate the presentation backwards and forwards. This section is visible to both you and the participants. Because this section is available to everyone, you have two options for how you want this presentation to go.The Free mode or the Default mode is represented by this icon:  Your participants can use the < > button to skip ahead or go back to any slide. This does not affect anyone else’s view.For the Guided mode, you can click the icon, which will then look like this:  In this mode, your presenters can see what number slide they are on (slide 1, etc.) but are unable to use < > to navigate the presentation.Both methods have their uses, so it’s up to you to determine how you want your presentation to go. I hope this was informative and helps you bring your A++ game when conducting presentations on Microsoft Teams.If you need assistance with any Microsoft productivity tool, ArcherPoint can help! Learn more about our Managed IT Services and contact ArcherPoint to start the conversation.

In this @Work Case Study: going beyond financial performance management to achieve greater success, Ducks Unlimited CIO Govan Horner defines the why and how of transforming the not for profit with solutions from Microsoft D365 and Solver. With a need to update the technology stack from the ground up to meet business, process, and donor needs, Horner describes how the cloud-based reporting and planning tools from Solver in a D365 environment were key to creating ‘one version of the truth’ for their environmental protection and water fouling initiatives. Connect with the team at Solver for a discovery call or a demo right here through the DAC platform to learn how their reporting and planning solutions can impact your business. Or, learn more from Microsoft’s April Olson on why Solver was chosen as the exclusive partner for D365 Finance planning and reporting solution for customers!