Help your employees get setup with this quick setup guide. Watch the video or follow the steps below:
Step 1 - Sign in to Microsoft 365
One of the first things an employee should do is sign into their account to make sure all is working well.
Go to microsoft365.com and choose Sign in.
Type in the email and password you were provided by your business, and then select Sign in.
Update your password or set up additional security requirements, like using the Microsoft Authenticator app for multi factor authentication.
Step 2 - Download and install Microsoft 365 apps
After signing in, choose Install apps in the upper right.
In Chrome, go to the download on the bottom of the page and choose Open.
In Microsoft Edge, choose Save, and then Run.
If you're asked to allow the app to make changes, choose Yes.
Step 3 - Open Outlook and add your account
Open Outlook and sign in.
If you already use Outlook, in the Search box, type account, and then select Add Account.
Tip: If you need to migrate email, contacts, or calendars, check out Move your old email, calendars, and contacts to Microsoft 365.
Step 4 - Check out Microsoft Teams
Teams is a powerful app that will become your team's hub for collaboration and meetings.
Chat - Message someone or a group to talk about work, projects, or just for fun.
Teams - Create a team and channels to gather people together and work in focused spaces with conversations and files.
Calendar - Connect with people before, during, and after a meeting so prep and follow-up are easy to find. This Teams calendar syncs with your Outlook one.
Apps - Find familiar apps and explore new ones to simplify, customize, and manage how you work.
Catch up on all your unread messages, @mentions, replies, and more under Activity.
Use the Search box to find and filter specific items or people, take quick actions, and launch apps.
Step 5 - Save or copy files to OneDrive
It's key to save your files in the cloud, using OneDrive or SharePoint. This unlocks collaboration, the ability to quickly share with others inside or outside your business, and it keeps them safe and protected.
Save documents to OneDrive from the Save As menu in apps, like Word, Excel, or PowerPoint.
Copy files in other folders on your computer to OneDrive, so they're available from anywhere.
Tip: You can also store files on sites in Microsoft 365.
After you've saved files to OneDrive or SharePoint, easily share them with others in your business or with clients to collaborate.
Share your documents with others by choosing Share.
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
Download Outlook on your phone from the App store or the Google Play store.
Open Outlook, choose Get Started, and add your email address and password.
Or if you were already using the app, 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.