M365 Quick Tips for Accountants

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Save time.  Work smarter.  Stay in control.

As an Accountant, time is money.  Here are a few quick M365 tips to help you stay productive and make the most of your day: 

1. Use Excel Flash Fill to Speed Up Data Entry
No need for complex formulas!
Just start typing a pattern and use CTRL + E to auto-fill the rest.
Great for splitting names, formatting dates, or standardising codes. 

2. Quickly Add Hyperlinks in Word or Outlook
Highlight text, then press CTRL + K to insert a hyperlink fast – link to documents, folders, or websites in seconds. 

3. Paste Values Only in Excel
Avoid carrying over formulas when copying data:
Use CTRL + ALT + V, then press V to paste just the values. 

4. Schedule Focus Time in Outlook
Block time for critical tasks using the MyAnalytics ‘Focus Time’ feature – prevent interruptions and avoid last-minute rushes at month-end. 

5. Search Smarter in Outlook
Use the Search Bar with filters like:
from:HMRC
hasattachments:true
subject:VAT

Find what you need in a flash. 

Why not forward this to your team or drop a few shortcuts into your next meeting?  You might just become the Microsoft 365 expert everyone turns to.

 – The Profile Team

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