Coaching Services

Office 365 and Power BI Coaching Services

While training is essential to the successful deployment of Office 365, the first step is to make sure you have planned and prepared for the optimal implementation. Deployment configuration can vary significantly depending on your business and the focused goals of your organization. Here at cpax365, we can help you prevent a failed deployment of Office 365.

We do this by transferring our knowledge and experience in assisting numerous organizations to deploy office 365 and the Power BI tools with our cost-effective coaching services.

Coaching Services Features

Flexible Scheduling

A series of conveniently scheduled online planning sessions, complete with screen sharing so that we can work together in the applications remotely.


Short two-hour sessions for minimal disruption to your schedule, which allow time between sessions to complete any required assignments.


Unlimited email and phone support throughout the project timeline to ensure your success.


Our fixed price fee model is designed to provide cost-effective coaching and peace of mind.

Coaching Packages

If your organization is preparing to embark on the deployment of Office 365, let us help you maximize your investment. Our coaching service can save you time, money and frustration. We have experience assisting numerous organizations, of all sizes, to plan and execute their Office 365 deployment strategy. There are so many alternative deployment paths and configuration options that it is easy to start on the wrong track. We provide a structured process to assist you in developing an optimal deployment plan.


  • Project team orientation to the Office 365 ecosystem
  • Establishing a prioritized application deployment list
  • Determine key application configuration decisions
  • Develop scope and timeline for specific application deployment
  • Create a practical training plan for your staff

If you are planning to leverage the power of the Microsoft Power BI tools: Excel, PowerPivot, Power BI, and Power BI Desktop, we can help in two distinct ways. We offer a series of on-demand training courses that will teach you how to master all of the Power BI tools. Click here for complete course descriptions. Alternatively, we can offer you customized coaching sessions to guide you through the development of your specific Power BI applications. We will work with your data and help you design applications that will provide you with the information you seek.

These are just a few of the tasks we can assist you with:

  • Creating data models that provide the foundation for your data analysis
  • Building Measures that will ensure the information you are seeking
  • Establishing connections to your data sources with Power Pivot and Power BI
  • Design and build visual reports

We will design a coaching package that meets your goals and budget.

The most logical and effective way to launch your Office 365 deployment is with the Teams app. You can build your foundation with the Teams app and then extend the implementation to additional apps as appropriate. Teams provide you with a comprehensive platform for communication, collaboration, and knowledge sharing. Our Teams QuickStart coaching service provides a quick and inexpensive way to get your team started. We offer a series of two-hour online coaching sessions.


  • Orientation to the Teams app ecosystem
  • Designing your teams and channel hierarchy
  • Establishing your Teams app admin settings
  • All staff teams online training session using your structure

Request Your QuickStart 1-hour Coaching Session

Office 365 Strategic Deployment Guide