Finance professionals need an online space where they can accumulate data and form reports while conducting reoccurring business reviews. Microsoft Teams provides a secure online platform in which Finance teams can collaborate on files, communicate through meetings and chat, and share data securely. Teams allows Finance professionals to smoothly connect with other team members, as well as other professionals across the organization. Check out these 6 quick and simple steps to get started on Microsoft teams for your Finance Department.
1. First, create a team for the entire Finance department and set up an organized space for collaboration by adding team members from across the company.
2. Organize and keep track of important tasks by adding channels for Finance Reviews, Business Insights, Audits, Governance and Compliance.
3. To make collaboration and co-authoring quick and easy, upload team files like audit reports and financial statement reviews to the channels.
4. For convenience, set up connectors for the third-party services that your finance team uses frequently.
5. Make apps like Excel, PowerBI, Planner used by your Finance team more accessible by pinning them within each channel. You can also pin important files or websites for easy access.
6. Schedule and hold reoccurring team meetings for monthly business reviews.