Getting Started
with Microsoft Office 365
Getting Started - Overview
• How to use your existing desktop software to connect to
Office 365.
• Install the latest version from Office from your portal, if your
subscription includes it.
• Connect Outlook to your Office 365 mailbox.
• Connect with colleagues, setting up Lync and adding
them as contacts.
• Get advice for deploying Office 2013 desktop software to
your organization.
First log-in Experience
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•
•
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Browse to https://login.microsoftonline.com Save to Favourites.
Reset your password
Use 8 to 16 characters.
Create a strong password that can’t be easily guessed or
cracked. Office 365 passwords require at least 3 of the
following:
•
•
•
•
Lowercase letters
Uppercase letters
Numbers (0-9)
Symbols, including: ! @ # $ % ^ & * - _ + = [ ] { } | \ : ‘ , . ? / ` ~ “ < > ( ) ;
First log-in Experience
• Small, Medium Business and Enterprise portal
• The “Get Started” page is the same for all three organization
types
• Menu bar and Portal layout
• Outlook, People, Calendar, Newsfeed, SkyDrive, Sites
• Get familiar with these menus. They appear on the top of every
Office 365 page.
The Menu
• Outlook (Web App)
• First visit will ask you to set your time zone
• Calendar and People (Contacts) are part of your mailbox.
• Sites
• Visit this to start the setup of your personalized portal.
• Take a few moments to read the intro page, enter your contact
details and upload a picture.
• Settings (Gear) Icon
• The settings available will be different, depending on what site or
service you are in.
First log-in Experience – Office 365 Online
3 ways to use Office 365
• Online
• On-Computer (PC/Mac)
• On-Mobile Device
•
•
Select Office and Office
Web Apps,
communication, email
and share documents
Find introductory training
resources
First log-in Experience – Office 365 desktop software
Install software for PC or Mac
• Lync communications
client
• Office 2013 Pro Plus
•
Install Office 2013 Pro
software
on your
• desktop
If you are
using your
• existing
If LyncOffice
communications
is
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(if Office
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launch
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connect it to Office
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First log-in Experience – on Phone & Tablet
Connect your mobile or
tablet to Office 365
•
Select to display
instructions for connecting
your device
First Log in Experience – Changing
your password
• Video | Getting Started - Office 365 - First login, Changing
your Password
• Video | Getting Started - Office 365 - First login welcome
page
Connect your existing Microsoft Office
Software
• Office 2007 and 2010
• Preferably an edition with Outlook included
• Enables saving documents directly to SharePoint Online
• Install the free document synchronizing software, SkyDrive
Pro. (Requires Windows 7 or 8.)
Run Desktop Setup – 2007 & 2010
1. Click Set up. click Run when
prompted, and then follow the
instructions.
2. Sign in again with your user ID.
Office 365 desktop setup
checks your system
configuration and installs
required updates.
3. Continue to finish up.
4. When the desktop setup
finishes, you may need to
restart your computer.
Run Desktop Setup Video
• Video | Getting Started - Office 365 - Desktop Setup for
Office 2010 / 2007
Install Office 2013 – included with
some plans
• Install directly from your web portal
• Start using Office 2013 in minutes
• Sign into Office
• Easily save documents to SharePoint Online, SkyDrive and
SkyDrive Pro.
• Connect other services such as LinkedIn, YouTube and
Facebook.
• Make your Office settings follow you – Recent docs and places,
start working on a document from where you left off earlier
Connect Outlook to your mailbox
• Previous mail settings and accounts are duplicated
• Sometimes it’s best to create a new Mail Profile to connect to
your Office 365 mailbox.
• Control Panel > Mail (Microsoft Outlook 2013)
• Show Profile > Add > Name it.
• Properties > Email Accounts > New
• Your Name, Email Address and Password
• Set default profile to use new profile OR set to prompt for
Profile
Connect Outlook to your mailbox Video
• Video | Getting Started - Office365 - Connect Outlook
2010
Office 2013 – File Menu
• Start Screen for Word, Excel, PowerPoint
• New, Open, Save As
• SharePoint Sites and Libraries
• Locations
• Recent Documents and Places
• Pinning
Connect with colleagues & set up
Lync
• Log in, save password
• Search for colleagues and add to your contact list
• Message, Video, Share, Meet
• Contact Card
• Add to Outlook
• Add more contact details
Connect with colleagues & set up
Lync - Video
• Video | Getting Started - Office 365 - Install Lync
Summary
• “Getting Started” is just the beginning.
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SkyDrive Pro software for syncing documents
Creating and managing document libraries, sites
SharePoint Lists, Communities, Newsfeed and more
Lync Online meetings, Desktop Sharing and Remote Support
• Many features will depend on what your organization has
configured and is using.
• Join an Office 365 User Group
Resources
• Free Office training – Microsoft Office Support Portal
• http://office.microsoft.com/en-nz/support/microsoft-office-2003-2007-2010-trainingFX010056500.aspx
• http://office.microsoft.com/ennz/support/results.aspx?htags=htgprgntxO15Training&queryid=1a79a1e4%2D338c%2D4551%2D871
a%2D32702f602977&avg=met
• Community.Office365.com – Forums, Wikis, Technical
Articles