In the ongoing transformation to a digital business model, automating forms can have high value with low cost and effort. Think of the various forms used in your business on a daily basis. Do you have paper forms? Excel forms? Word forms? Often times paper forms are replaced with digital forms using the wrong tool or application. This course teaches how to use the Office 365 Forms app to create digital forms using a tool designed specifically for that purpose. Although Office 365 Forms will not work for every form you have, chances are pretty good that it is just the right solution for a number of them.
Orientation to the Forms app features and interface. Step-by-step process for creating a form. How to share your form with others to complete it. Tools for analyzing the form responses. Creating a quiz. Alternative Forms app solutions.
Anyone who has forms and surveys that they would like to automate.
Identify a strategy to deploy the Forms app in your organization. Recall the features of the Forms app to create practical and intuitive online forms.
John Higgins, CPA, CITP, is Strategic Technology Advisor, and co-founder of CPA Crossings, LLC, , which since 2001 has specialized in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services. In 2017, John launched the company’s Office 365 Learning Center for CPAs which offers a curriculum of over 50 unique courses covering every aspect of Office 365.
John is a nationally recognized speaker on CPA technology, past chair of the Michigan Association of CPAs, former national consulting partner with BDO, LLP, and co-author of 10 Steps to a Digital Practice in the Cloud, published by the AICPA. He was awarded the Top 25 Thought Leader award by the CPA Practice Advisor (2011 – 2017), and the Michigan Association of CPAs Innovative User of Technology award, and is an AICPA Business & Industry CPA Hall of Fame inductee.
Non-Member Price $69.00
Member Price $49.00