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Creating Client Portals with Office 365 SharePoint Online CXOSPT104W3
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This course is designed specifically for those firms that want to use SharePoint Online as their client portal solution. The extensive customization features that are available for designing your SharePoint sites make it a very powerful platform for your client portal solution. This course will introduce you to a comprehensive model for creating a SharePoint client portal.

10/26/2017
When: 9:00 AM to 12:00 PM
Where: Webinar/Webcast
United States
Presenter: John H. Higgins, CPA.CITP
Contact: April Deneault
801-466-8831
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Office 365

Field of Study

Computer Software & Applications - Non-Technical

Credit:  3

Level:  Basic

Designed for:

Anyone who is considering using SharePoint for client portals

Objective

Upon completion of this course you will:

  • Be prepared to develop a client portal strategy based on SharePoint
  • Realize what it takes to design and build a SharePoint client portal system
  • Know how to market the SharePoint portal to your clients

Description

The specific topics that will be covered in this course include:

  • SharePoint client portal paradigm
  • Best practices for establishing your client portal design
  • Site templates for maximum efficiency and consistency
  • Developing your client onboarding process
  • Client site security
  • Marketing and educating your clients on the SharePoint portal

 

Price:  $99.00

Link to register:  http://cpe.cpacrossings.com/CXOSPT104W3?partner=uacpa

Event Code:  7944

Keywords:

Sharepoint Portals Client Portals Office 365

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