Get your employees ready for Office 365

As an Office 365 admin, you can help make your users’ first experience with Office 365 smooth and productive by telling them what to expect and by making sure they have access to help and training resources. You may want to start by showing them the following video, Welcome to Office 365, which introduces end users to Office 365.

Note SkyDrive is now OneDrive, and SkyDrive Pro is now OneDrive for Business. Read more about this change at From SkyDrive to OneDrive.

 Note    Office Online was formerly known as Office Web Apps.

Quick steps

Tell your employees what to expect

When you start setting up Office 365 for your organization, send an email to the people in your organization, telling them that they will soon be using Office 365. Include a link to these introductory videos:

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Get your employees ready

Your users will need to follow some of the same steps you followed to get going with Office 365. To make things easier, you can send them the Employee setup guide later in this article by copying and pasting this into an email or share this section of this page with them. When you share this, you will want to be sure you include their user ID and temporary password so they can sign into Office 365 for the first time.

Here are some admin resources for questions and troubleshooting:

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Employee setup guide

In this guide


Access your email and calendar

 Note    Ask your administrator for your username. If your administrator’s email address is joe@contoso.com, your email address will be [your name]@contoso.com.

Get to your email from the web

Use Microsoft Outlook Web App, which offers a streamlined user interface that supports touch and enhances the Exchange mobile experience. To open your email in Outlook Web App:

  1. Sign into Office 365 at https://portal.microsoftonline.com.
  2. At the top of the page, select Outlook.
  3. Follow the instructions to configure your language and time zone.

For further information, visit the Start using Outlook Web App.

Get to your email from Outlook

You’ll need to configure Microsoft Outlook 2010, Outlook 2013, or Outlook for Mac 2011. For a step-by-step how-to, visit Connect Outlook to this account.

Connect other email accounts

If you have other email addresses that need to be managed and accessed all in one place from your Office 365 email account, you will need to connect or import them. See Connected accounts and Move email and contacts into a new Office 365 account.

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Download Word, PowerPoint, Excel, Outlook, and other Microsoft Office software

 Note    This section applies to Small Business Premium customers only. If you use the Small Business edition, you can connect your existing Microsoft Office suite to Office 365. (See the next section for instructions.)

With Office 365, you can stream full versions of Office desktop software from the cloud from any internet-connected Windows 7 or Windows 8 PC. For Office 365 Small Business Premium, you can also download and install Office applications such as Word and Excel onto your computer.

Install Office 365 applications on a computer

  1. Sign into Office 365 at https://portal.microsoftonline.com.
  2. At the top of the page, select Settings Small Settings gear that took the place of Site Settings..
  3. Choose Office 365 settings > Software.
  4. Select your language and select Install.

For more information, see Install Office on your PC or Mac.

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Connect your existing Office to Office 365

 Note    This section applies to Small Business customers only. Small Business Premium customers can download Office with their Office 365 subscription. (See the previous section.)

If you already have Microsoft Office 2007 or Office 2010 installed on your computer, you can connect it to Office 365. Then you’ll be able to sign in and access all your familiar Office applications and personalized settings from any internet-connected Windows 7 or Windows 8 PC.

Connect an existing Office suite to Office 365

  1. Sign into Office 365 at https://portal.microsoftonline.com.
  2. At the top of the page, select Settings Small Settings gear that took the place of Site Settings..
  3. Go to Office 365 settings > Software.
  4. Select Desktop setup and follow the instructions.

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Set up email and document sharing on your mobile device

With Office 365, you can access your email, documents, instant messaging, and other services from your mobile phone or tablet wherever you are.

Configure a mobile device for Office 365

  1. Sign into Office 365 at https://portal.microsoftonline.com.
  2. At the top of the page, select Settings Small Settings gear that took the place of Site Settings..
  3. Go to Office 365 settings > Software > Phone & tablet.
  4. Select the device you wish to configure and follow the instructions.

For more information, see Set up and use Office 365 on your phone or tablet.

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Share documents with confidence

You can create and store files in OneDrive for Business, an online and secure cloud storage space. OneDrive for Business enables you to share files with people both inside and outside an organization. You can also sync documents across PCs and mobile devices for online and offline access at any time.

Go to OneDrive for Business

  1. Sign into Office 365 at https://portal.microsoftonline.com.
  2. At the top of the page, select OneDrive.
  3. Office 365 automatically configures your space.

For more information, see Access Office documents anywhere and What is OneDrive for Business?

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Connect people everywhere with Lync

Lync can connect you and your coworkers with instant messaging, voice and video calls, and online meetings with screen sharing. If you have downloaded the full Office suite (see above), then you already have Lync installed and you’re ready to use it. If you don’t yet have Lync, download and install it following these steps.

Install Lync

  1. Sign into Office 365 at https://portal.microsoftonline.com.
  2. Go to Settings Small Settings gear that took the place of Site Settings. > Office 365 settings > Software.
  3. Select Lync and follow the instructions.

Once Lync is installed, you’re ready to start collaborating. For more information, see:

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Where to go for more guidance

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 Tip    Return to the Office 365 Small Business setup center.

 
 
Applies to:
Office 365 Enterprise admin, Office 365 Midsize Business admin, Office 365 Small Business admin