A short training video covering two main subjects: (1) compliance reminders about the Telephone Consumer Protection Act (TCPA), emphasizing restrictions on automated calls, texts, and pre-recorded/artificial-voice messages and the need to consult local rules; and (2) how to access and use Office 365 apps via the mycbdesk.com portal, including navigation to Outlook, Word, Excel, PowerPoint, OneDrive, Teams, and Viva Engage.
Chapters
We appreciate you being here since this program is optional and discusses best practices for your consideration. If you are thinking of adopting any of them, please make sure to review the requirements in your area region with your broker, branch manager, or manager, including those related to contacting consumers. We do want to highlight the importance of the Telephone Consumer Protection act, better known as tcpa. The general rules are that it's okay to call people if the person recently gave you their phone number, but remember to check the DNC lists regularly if they haven't spoken to that person in a while. You will also want to check the DNC list anytime you don't have permission. Automated calling Texting platforms should never be used. Pre recorded messages in artificial voices should never be used. You will be personally liable for any violations of the tcpa. We'll mention the TCPA a few times throughout this presentation.
Log in to mycbdesk.com locate the Office 365 and email Tile by scrolling through your existing tiles or use the Add an App option if you don't see it. Alternatively, use the Find an App option or the Search bar. Click on the buttons on the tile to access email or calendar quickly. Clicking the three dots gives access to contacts, OneDrive, Viva, Engage, formerly Yammer, and the Help center to explore all the available apps. Click on the tile. After clicking, you'll see a dashboard with recent documents. Use the left navigation bar to access popular apps like Outlook, Teams, Word, Excel, and PowerPoint. Click on an app to open it. Alternatively, access apps via the dotted menu in the upper left corner corner. Before we finish, let's review the purpose of each app. Outlook is an email service that includes calendar, task management, and contact management features. Word is a word processing app for creating and editing documents. Excel is a spreadsheet app used for data analysis and visualization. PowerPoint is a presentation app for creating slideshows. OneDrive is a cloud storage service for file sharing and collaboration. Teams is a communication and collaboration platform that integrates with Microsoft 365 apps. Viva Engage is a social networking service for communication within organizations.
