Small Business Administration and Technical Consulting

Office 365

February 28, 2012

As small businesses ramp up, one important consideration is the information technology budget. Microsoft Office365 is your answer to providing the tools for the team while keeping IT expenses to a minimum.

Here, to get an idea of what the product has to offer, watch this: http://www.youtube.com/watch?v=Mqjjhl2Pu1M&feature=related

Walk with me as I step through the process of setting up Office365 on our network. For starters, let’s check hardware and software requirements.

Start here with an overview, then you can sign into your account and follow the steps below.

  1. Software Requirements for Office 365

  2. Setup Trial Account

  3. Add Users

  4. Download Connector

  5. Add Business Domain

  6. Migrate Mailboxes

     Plan for Migration – setup any time prior to cutover date

    Option One: Export previous mail into PST, Import PST into new Outlook profile

    Option Two: Use MigrationWiz

    Email only, $12 per person, this will migrate all existing email, calendar, contacts, notes, tasks mail wherever it is. We are an affiliate and know how it works. Screen shots available to see how it works.

    http://www.migrationwiz.com?aid=4d3bba7f-cedf-4fc4-9159-56446d57fb80|de228b8d-dc3f-4ef6-a69b-771aeba55d96

    Training for Everyone to caputre all the ROI and help users feel confident.

Once you login with your Professional and Small Business account, you will see this: Get your team started

Admin shortcuts

Reset user passwords  l  Add new users  l  Assign user licenses

 

Outlook

Manage Outlook and Exchange settings.

Lync

Manage Lync instant messaging, audio and video calling, and online meetings.

Team sites and documents

Manage your team sites and document libraries with SharePoint.
  • Manage team sites
  • Change permissions
  • Add sites and templates

Getting started with SharePoint Online for Office 365 for enterprises

http://office.microsoft.com/en-us/sharepoint-online-enterprise-help/getting-started-with-sharepoint-online-for-office-365-for-enterprises-HA101988924.aspx
Grant permissions for a site

http://office.microsoft.com/en-us/sharepoint-online-enterprise-help/roadmap-grant-permissions-for-a-site-HA101966936.aspx?CTT=5&origin=HA101988923

 

Website

Design and edit your public-facing website.

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The Office 365 Trust Center

As an Office 365 customer you have entrusted Microsoft to help protect your data. Microsoft values this trust and cares deeply about the privacy and security of your data. Microsoft strives to take a leadership role in industry privacy, security and compliance practices by following these trust principles. http://www.microsoft.com/en-us/office365/trust-center.aspx

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Shared Contacts > yes, from Outlook or from Outlook Web Apps online!

YES> it can be done. There are TWO options.
This one is the easiest one and actually works online through the Outlook Web Apps  and from the desktop.

Ask us for a training demo account so you can see how it works demo@sbaclasses.com.

1. While online, in the upper-right, click on Options >See All Options then in the upper-left click on My Organization.
2. You will see on the left Users and Groups and at the top you will see External Contacts.

3. Click on this to ADD new contacts or double click on someone to EDIT, e.g. Mary.

When adding “External Contacts” you first can only add basic information like First name, Last name, and Email address and once you edit the external contact you get the traditional additional data such as company, phone numbers, title, notes, and even allows you to setup subordinates. Not the most intuitive, but it seems to work fine for most organizations.

A couple of notes:
1) You have to be an admin to ADD external contacts
2) It is not very intuitive and to find the path to the right screen remember upper-right -> Options->See All Options > upper-left / Change to show “My Organization” vs. My Mail options. Once users go back and forth, I am sure they will find it easier to access.

 

Once you are logged in, start a new mail message and then just click on TO: and you will find the user in External Contatcs.

From Outlook on the desktop, in Office 2010, at the top there is an icon that says “Open Shared Contacts” and it will allow you to open another user’s Contacts.

If you and your team would like to see the options for shared Contacts while both ONLINE and from the DESKTOP, just call and we’ll setup an online meeting for multiple user from anywhere!

Susan Melchert, Cloud Evangelist
susan@sbaclasses.com (demo accounts available)
Microsoft Partner 967718