Getting Startedwith 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

• 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 desktop software on your computer (if Office is included in your subscription.)

• If you are using your existing Office software, launch desktop setup to connect it to Office 365.

• If Lync communications is part of your subscription, launch desktop setup to connect it to Office 365.

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. • 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-training-

FX010056500.aspx• http://office.microsoft.com/en-nz/support/results.aspx?

htags=htgprgntxO15Training&queryid=1a79a1e4%2D338c%2D4551%2D871a%2D32702f602977&avg=met

• Community.Office365.com – Forums, Wikis, Technical Articles