K2’s Top Ten Productivity Booster Apps in Microsoft 365
Computer Software and Applications
2 CPE Credits

Major Topics
- Enhancing communication and collaboration: Shared Mailboxes, Groups, and Places
- Optimizing task and project management: Planner, Lists, and To Do
- Streamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings, and Approvals
Learning Objectives
- Identify and describe the basic functionalities of at least three of the ten productivity apps discussed in this session
- Explain how Shared Mailboxes and Groups enhance team communication and help manage departmental emails more effectively
- Identify at least two of the three applications that can be used to manage tasks and/or projects available in business and enterprise versions of Microsoft 365
Description
This two-hour CPE course is designed for accounting professionals and technology enthusiasts seeking to enhance productivity through Microsoft 365’s versatile applications. Participants will explore ten key apps — including Shared Mailboxes, Planner, Lists, To Do, Stream, Viva Learning, Forms, Bookings, Approvals, and Places — and learn to integrate them effectively into their workflows. The course emphasizes practical applications within accounting contexts, aiming to streamline operations and foster collaboration.
Compliance Information
Overview
This two-hour CPE course is designed for accounting professionals and technology enthusiasts seeking to enhance productivity through Microsoft 365’s versatile applications. Participants will explore ten key apps — including Shared Mailboxes, Planner, Lists, To Do, Stream, Viva Learning, Forms, Bookings, Approvals, and Places — and learn to integrate them effectively into their workflows. The course emphasizes practical applications within accounting contexts, aiming to streamline operations and foster collaboration.
Course Details
- Enhancing communication and collaboration: Shared Mailboxes, Groups, and Places
- Optimizing task and project management: Planner, Lists, and To Do
- Streamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings, and Approvals
- Identify and describe the basic functionalities of at least three of the ten productivity apps discussed in this session
- Explain how Shared Mailboxes and Groups enhance team communication and help manage departmental emails more effectively
- Identify at least two of the three applications that can be used to manage tasks and/or projects available in business and enterprise versions of Microsoft 365
Intended Audience — Business professionals seeking enhance their ROI on Microsoft 365
Advanced Preparation — None
Field of Study — Computer Software and Applications
Credits — 2 Credits
IRS Program Number –
Published Date – January 1, 2025
Revision Date –