The best way to get started using Microsoft 365 as an employee of a small business is to watch the Employee quick setup video. This video provides the basics of how to set up your account and start using your apps and is a great introduction to the wide range of features available with Microsoft 365.
The steps below guide you through the same process as the video.
Step 1 - Sign in to Office
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Go to Office.com and choose Sign in.
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Type your Microsoft 365 email and password, and then select Sign in.
Step 2 - Download and install Office apps
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Choose Install apps in the upper right.
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In Chrome, go to the download on the bottom of the page and choose Open.
In Microsoft Edge/IE, choose Save, and then Run.
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If you're asked to allow the app to make changes, choose Yes.
On a Mac, open Microsoft Office_2016_Installer.pkg.
Step 3 - Open Outlook and add your account
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Open Outlook, and in the Search box, type account, and then select Add Account.
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Type your name, email, and password, and then select Next.
Tip: To import your old email, export it to a PST file, and then import it by using these steps.
Step 4 - Save or copy files to OneDrive
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Save documents to OneDrive from the Save As menu in Office apps.
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Or, copy files from the desktop or Documents folder to OneDrive.
Tip: You can also store files on sites in Microsoft 365.
Step 5 - Share documents
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Share your documents with others by choosing Share.
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Type their email address, choose read or edit, include a message, and then select Share or Get sharing link.
Step 6 - Get Outlook on your phone
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Download Outlook on your phone from the App store or the Google Play store.
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Open Outlook, choose Get Started, and add your email address and password.
Or, open Outlook on an iOS or Android device and go to Settings > Add Account > Add Email Account, and then type your email address and password.
On a Windows Phone, choose Settings > Email + accounts > Add an account > Exchange.
