Congratulations on your Office 365 subscription, designed for professionals and small businesses.
Your web-enabled tools include 25 GB mailboxes for each user, a Team Site with Microsoft® SharePoint® Online, access to documents from virtually any browser using the Microsoft® Office Web Apps* and the ability to conduct online meetings with Microsoft® Lync™ Online.
The following resources will help you get started with your Office 365 subscription. Please note that you can access the resources by clicking the links on the electronic copy; printing the document will not display the URL address for each resource. Sign in to Office 365 at any time to begin: https://portal.microsoftonline.com/admin/default.aspx
Detailed explanations are included as you walk through each step in the process, but this list provides some quick help articles for the actions you will need to take:
- Add a domain
- Add users
- Set up your desktop for Office 365 and download Lync™ 2010
- § Set up a Team Site
- Design your website
- Distribute the Office 365 quick start guide to your users
o Step 1 – Check out Office 365
- a. Get familiar with Office 365 as an administrator
As the owner of the account, you are designated as the administrator of Office 365. Take a look at the introduction for Office 365 administrators to learn how to set up the services.
- b. View the tour
Review the services and get familiar with the Office 365 portal by viewing the admin tour video.
o Step 2 – Add users and connect your domain to Microsoft® Office 365
Visit the admin page to set up and manage your services, tools and users.
- a. Add a domain
Business-class email is part of Office 365. Add your domain to get domain-based email addresses customized for your web address, for example email@example.com.
To add a domain:
2. Select domains from the left navigation
After completing the domain wizard, it may take up to 72 hours or more before this change has propagated its way through the Internet.
If you don’t have a domain and need help purchasing one, get help in the Office 365 Marketplace.
- b. Add users
Each new user account includes email, calendar, contacts, document collaboration on a Team Site and the ability to hold virtual meetings.
To add users:
- Sign in to the admin page
- Select Users from the left navigation
o Step 3 – Set Up Your Email
Microsoft® Office 365 includes web-based email that works from nearly any deviceƚ, virtually any place with Internet connectivity.
- a. Set up your desktop for Office 365
To use Office desktop applications with Office 365, each user must first set up their desktop: https://portal.microsoftonline.com/download/default.aspx. After set up, users can send email from Microsoft® Outlook® and save files directly to the Office 365 Team Site from Microsoft® Word, Microsoft® Excel®, Microsoft® PowerPoint® and Microsoft® OneNote®±.
- b. Send a welcome message to users
Let your team know about their services by sending them the welcome email included in the welcome kit.
- c. Help your team start using Microsoft® Outlook Web App
Review and distribute the Office 365 quick start guide to your users.
o Step 4 – Meet virtually any time with Lync
Transforming communications to a more engaging and effective experience, Microsoft® Lync Online provides you with instant messaging, video calling and virtual meetings, including PC-audio, video and web conferencing.
a. Download Lync
Download and install Lync 2010 to connect with others via instant messaging, video calls and virtual meetings:
https://portal.microsoftonline.com/download/default.aspx. Review this article to learn more about customizing Lync Online for your needs.
b. Schedule a Lync meeting
Lync integrates with Outlook, making it easy to invite colleagues, customers and partners to Lync Online presentations and virtual meetings. Internal participants can join the meeting directly from the Outlook invite, and external participants can either join via the Lync attendee client for PC-audio and video web conferencing, or use the browser to view the shared content.
- c. Choose a dial-in audio conferencing partner
An audio conferencing partner allows users to connect with a phone or a Lync-enabled PC. Learn more about available qualified dial-in audio conferencing services and purchase options on the Office 365 Marketplace.
o Step 5 – Share documents and work together using familiar Office® Programs
Keep colleagues, partners and customers in sync and up-to-date on documents using the Microsoft® SharePoint Online Team Site.
- a. Add users to the Team Site
As the owner of the account you are also automatically added as an administrator on the Team Site. To control who can access the Team Site, add users and set their account permissions.
- b. Add and edit documents
Your Team Site provides a secure way to post, view, share and edit documents—from almost anywhere, by anyone on your team.
- c. Share documents
When working with colleagues or trusted business partners, you may grant individual users access to the Team Site.
To answer any other questions you might have, visit the Office 365 help site, or find support through the Office 365 Community, which includes both Microsoft assistance and the knowledge of other users from a variety of forums, wikis and blogs.
- 1. Last Step: On the left click on the Management link
- 2. Click on your plan, e.g. Microsoft Office 365 (E-3)
- 3. In the lower-right under Partner information
- 4. Click Edit and in the Microsoft partner ID:
- 5. Please enter 967718 Click Check ID
*An appropriate device, Internet connection, and supported browser are required. Some mobile functionality requires Office Mobile 2010 which is not included in Office 2010 applications, suites, or Office Web Apps. There are some differences between the features of Office Web Apps, Office Mobile 2010 and the Office 2010 applications.
ƚAccess from mobile devices depends on WiFi capability or mobile network availability.
±Users must have Office 2007 or later versions installed