Microsoft Teams – 5 Steps to get your Finance Department Up and Running

Finance teams need to aggregate and report on data while conducting business reviews on a regular cadence. Teams provides a hub in which all files, data, conversations and meetings can happen in a single place, safely and securely.

Here are the Steps to take.

  1. Create a new team for your entire finance organization.
  2. Add channels for Finance Reviews, Business Insights, Audits, Governance and Compliance.
  3. Schedule recurring team meetings, such as monthly business reviews.
  4. Upload team files to the channels, such as annual financial statement reviews and audit reports.
  5. Pin relevant apps used by the team—Excel, PowerBI, Planner—or pin critical files, intranet portals, or websites.

Let us know your questions or thoughts about Microsoft Teams. Tweet to me @bradholt_IT with #TeamsTuesday


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