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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.

Microsoft 365 employee quick setup

Step 1 - Sign in to Office

  1. Go to Office.com and choose Sign in.

  2. Type your Microsoft 365 email and password, and then select Sign in.

Step 2 - Download and install Office apps

  1. Choose Install Office in the upper right.

  2. In Chrome, go to the download on the bottom of the page and choose Open.

    In Microsoft Edge/IE, choose Save, and then Run.

  3. 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

  1. Open Outlook, and in the Tell me field, type account, and then select Add Account.

    Add Outlook account​​​​​​​

  2. 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

  • Save documents to OneDrive from the Save As menu in Office apps.

    Save to OneDrive

  • Or, copy files from the desktop or Documents folder to OneDrive.

    Save to OneDrive from Documents​​​​​​​

Tip: You can also store files on sites in Microsoft 365.

Step 5 - Share documents

  1. Share your documents with others by choosing Share.

    Share Office documents​​​​​​​

  2. 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

  1. Download Outlook on your phone from the App store or the Google Play store.

  2. 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.

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