• How to Take Advantage of Microsoft 365 and Improve Collaboration

Microsoft 365 apps like Microsoft Teams have become central to collaboration and document management at professional and financial services firms. At City Tour NY, we discussed how firms are improving adoption and extending the value of their Microsoft 365 investments. ​The session included: ​

  • A discussion on enabling user adoption and improving collaboration by optimizing Microsoft Teams for unique service delivery models and workflows ​
  • An introduction to Client Collaboration — a new way to extend Intapp’s purpose-built capabilities for Microsoft SharePoint to your clients and third-party partners
  • An overview of the Intapp Collaboration & Content roadmap, including integration with the DealCloud platform

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