Set up your organization for Office 365 Midsize Business

As the admin for your organization, after you sign up for Office 365 Midsize Business, it’s time to sign in and set up your organization.

First, watch Video: Introducing Office 365 Midsize Business, take a quick look around the Office 365 admin center, and when you’re ready, click Setup. The Setup steps and this article help Office 365 Midsize Business admins get their organization and users up and running quickly.

Set up Office 365 for your organization



Step 1: Add a domain

  1. Decide if you want your email to use your custom domain. You probably want your email addresses to use the name of your organization, like @fourthcoffee.com or @contoso.com. Most organizations want a custom domain like that.
  • For a custom domain, you’ll need a registered domain name. If you don’t already own one, learn how to buy one.
  • If you don’t want to use a custom domain, you can continue to use the free domain you created when you signed up for Office 365; for example, contoso.onmicrosoft.com.
  1. Set up your custom domain. We’ll show you how to get it working with Office 365. See Set up your domain in Office 365.

Step 2: Add users, assign licenses, and set up email

  1. There are two ways to create user accounts:

After you add users to your organization, you can assign administrator roles and change the services that are available to each user by managing licenses.

  1. Set up email. When you create a user account, an Exchange Online mailbox is automatically created for that user in the cloud. Exchange Online provides your email, calendar, contacts, and more, and Outlook Web App lets you access your Exchange Online mailbox from a web browser.

Step 3: Set up team sites, OneDrive for Business, and Lync Online

SharePoint Online includes team sites and OneDrive for Business. To try these services out for yourself, sign in to Office 365, then at the top of the page, click OneDrive or Sites.

To learn more, see Start using SharePoint sites and OneDrive for Business to share documents and ideas. And make sure to watch Video: Share Documents in Office 365.

Office 365 comes with a team site, and you can create more of them to support your business needs. Team sites provide a central place to store and access your organization’s documents and business information from virtually anywhere. You’ll need to add documents to team sites and give people permission to access them. You can also customize your team sites with shared lists, calendars, pages, and more. For more information, see Get started with SharePoint.

With Lync Online, you can see if your coworkers are online. You can also communicate with them through instant messaging (IM), audio calls, or video calls. You can even conduct online presentations that include audio, video, screen-sharing, and a virtual whiteboard. See Set up Lync Online.

To learn more about how to use Lync Online, see Start using Lync for IM and online meetings and Video: Communicate with Lync in Office 365.

Step 4: Set up user access

Your users can access Office 365 by using a PC or a Mac, mobile phones, tablets, or web browsers.

Office 365 ProPlus provides access to Office applications and documents. It’s optimized to give you the best experience across all your devices—from PCs to smartphones to tablets. Office 365 ProPlus includes Word, PowerPoint, Excel, Outlook, OneNote, Access, Publisher, and Lync.

You can install Office 365 ProPlus alongside your current version of Office. See Install Office with Office 365.

Learn more about user access:

Step 5: Configure DNS for email delivery

 Note    If you’re trying out Office 365 and you’re using a production domain to trial Office 365, don’t perform this step.

When you configure DNS for email delivery, all email sent to your domain will begin going to your new Exchange Online service in the cloud.

To set up email to come to Office 365, you configure a mail exchange record (MX record) where your domain’s DNS records are hosted. We provide detailed steps for adding and updating DNS records for Office 365 services for many popular domain registrars and DNS hosting providers.

If your organization has existing mailbox data on an Internet Message Access Protocol (IMAP)-compliant server, consider importing the mail to the cloud before you configure your MX record. IMAP is supported by most email servers and cloud-based services. See Migrate E-Mail from an IMAP Server to Cloud-based Mailboxes.

You can import the mailbox data at any time. However, it’s less disruptive to users if you do it before they have started using their Office 365 accounts.

An alternative approach is to ask each user to move their own email and contacts to their Office 365 account after they have signed in. To learn more, see Video: Use email and more in Office 365 and Move email and contacts into a new Office 365 account.

Step 6: Tell your users

When you’ve finished setting things up, tell the people in your organization what to expect.

See Get everybody ready to use Office 365 for ideas about how to prepare and train users, and for support and troubleshooting resources.

Other set up tasks

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Applies to:
Office 365 Midsize Business admin