Search Results: AI (7056)

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.

The workplace is not what it used to be and neither are the skills needed to stay ahead. Alison Mulligan, CEO of Maximus IT and Microsoft MVP, and I discuss the need for upskilling, managing expectations in the workforce, citizen developers in the low/no-code world, working from home, and much more.

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.

Ship/FX features online seller marketplace connectors for retailers drop shipping for Amazon Prime, Walmart Marketplace, Walmart DSV, eBay, Overstock, Wayfair, Falabella, Target Plus and more. Use Ship/FX to automate order fulfillment with your marketplace partners. All ecommerce orders are captured through API calls and imported directly into your WMS, ERP or order management systems. Ship/FX can update the marketplace seller with order tracking information and real-time inventory availability.

eSIGNz is a signing application for capturing signatures into critical business documents. The eSIGNz App allows for digital signatures, text and check boxes to be added to any document workflow. Signatures can be captured and the completed document printed, archived or emailed using almost any iOS or Android smartphone or tablet with a web browser. eSIGNz was built with activeFORMz, Minisoft’s platform for creating form-based applications that extend the capabilities of eFORMz.

eDIRECT comes standard with every eFORMz implementation and is used for operations like sending emails with PDF attachments. eDIRECT+ is an optional add-on for transactional HTML emailing and SMS/MMS output (text/multimedia messages).

Data in the real world is messy, never available in the exact form that users need for their analysis or reports. Data Analysts need to spend a significant amount of their time working on data preparation, before the data is ready to be visualized. Power Query integration in Power BI Desktop provides a best-in-market experience for importing, reshaping and combining data from a wide range of data sources. In this session, we will teach you everything you need to know in order to start leveraging these capabilities and taking your reports to the next level. (Recorded 04/2019)

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.