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Welcome to Office 365

Office 365: Get Started Guide

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Page 1: Office 365: Get Started Guide

Welcome to Office 365

Page 2: Office 365: Get Started Guide

• In Office• In a web app• On your mobile

device

Create a document

• In a recent folder• On a team site• In OneDrive for

Business

Save and Share

• In real time with IM, voice, video

• In a scheduled Lync meeting• In Yammer

Meet and collaborate

• In Office• In a web app• On your mobile

device

Access from anywhere

Get email and calendar

• Get your email• Check your calendar• Schedule meetings

Sign in and get set up

• Sign in• Get apps• Set up contacts

Get started using Office 365 from anywhere and across devices

Page 3: Office 365: Get Started Guide

1 2 3

Create documents

Access from

anywhere

Meet and collaborat

e

Save and share

Sign in and get set up

Email and calendar

Sign in and get set up

Download Office software

In your browser, sign in to Office 365

For more, see Sign in to Office 365

In your web browser, go to https://portal.microsoftonline.com. Type your account and password, and select Sign in.

Get details on how to install Office on your PC or Mac

Get the latest Office software for your computer by clicking PC & Mac. Select your language, and then install.

Set up your contacts

See more on how to find people and contacts.

Select People. To add a contact, type a name in the search box, select the person in the results list, and click ADD TO CONTACTS. Or you can import contacts from another mail program.

more

Page 4: Office 365: Get Started Guide

4 5 6

Create documents

Access from

anywhere

Meet and collaborat

e

Save and share

Sign in and get set up

Email and calendar

Sign in and get set up

Follow your sites Personalize Yammer

Select Yammer and personalize it by uploading a photo of yourself, browsing for Yammer groups to follow, or searching for specific conversations.

Find more on getting started with Yammer

Check your email

Find more on working with email.

After Office is installed on your computer, you can open Outlook 2013 to get to your email. You can also get your email in a browser; just sign in to Office 365 and select Outlook.

Learn more about Meeting and collaborating.

Sign into Office 365. Go to the SharePoint site you want to follow, and then click FOLLOW. Any time you want to get back to one of your followed sites, select Sites.

Page 5: Office 365: Get Started Guide

1 2 3

Create documents

Access from

anywhere

Meet and collaborat

e

Save and share

Sign in and get set up

Email and calendar

Email and calendar

Send an emailExplore your inbox Reply to an email

Find more on working with email.

When you’re signed in to Office 365, get email in your browser by selecting Outlook. Or, open Outlook on your computer and select Mail.

Get details on how to start using Outlook Web App.

In your browser, select Outlook > new mail. Type the recipient and your message. Then select SEND.

In the email message, select Reply to respond to the sender only, or Reply All to respond to everyone. Then type your message and select Send.

See a mail overview.

more

Page 6: Office 365: Get Started Guide

4 5 6

Create documents

Access from

anywhere

Meet and collaborat

e

Save and share

Sign in and get set up

Email and calendar

 

Email and calendar

Schedule a meetingExplore your calendar Join an online meeting

Find more on working with your calendar.

When you’re signed in to Office 365, get your calendar in your browser by selecting Calendar. Or , open Outlook on your computer and select Calendar.

Get details on how to Schedule a meeting.

If you’re using Office 365 in your browser, select Calendar > new event. Double-click or double-tap any open space to create a new meeting. Add your meeting details, type your attendee’s names. To see your attendees’ calendars to find out when they‘re free or busy, select Scheduling Assistant. When you’re finished, select send.

In your calendar, open the meeting item and select Join Lync Meeting.

See how to a join an online meeting.

Page 7: Office 365: Get Started Guide

1 2 3

Create documents

Access from

anywhere

Meet and collaborat

e

Save and share

Sign in and get set up

Email and calendar

Access from

anywhere

Use email, calendar, and contacts

Set up your phone or tablet

Join meetings

From the Office 365 Get Started page, select phone & tablet. Choose your device and follow the steps to install your apps. For the phone & tablet page, click the settings icon > Office 365 settings > software > phone & tablet.

See more on using Office 365 on mobile devices.

After you’ve set up your new Office 365 account on your phone or tablet, your email, calendar and contacts will work like any other accounts on your device.

For details about your device, see the Quick Start Guides.

Install the Lync app on your phone or tablet. From within the Lync app, you can join a Lync meeting. From the Meetings tab, select the meeting you want to join, and tap Join Meeting.

For details about your device, see the Quick Start Guides.

Page 8: Office 365: Get Started Guide

1 2 3

Create documents

Access from

anywhere

Meet and collaborat

e

Save and share

Sign in and get set up

Email and calendar

Create documents

Create a document in Office 365

Get details on how to create a document in Office 365.

When signed in to Office 365, you can create a new document right from your OneDrive or a SharePoint site. Select new document and the type of document you want to create, and the web app will open.

On your computer, open the Office program you want to use. Start a new document by selecting Blank or choose one of the templates shown.

Create a document in Office

Create a document on your phone or tablet

On your phone or tablet, from Start, open the Office app. Go to Documents > New, and then select the type of document you want to create.

See more on using Office 365 on mobile devices.For example, create a new document in Word.

Page 9: Office 365: Get Started Guide

1 2 3

Create documents

Access from

anywhere

Meet and collaborat

e

Save and share

Sign in and get set up

Email and calendar

Save and share

Upload a file to a site

Find out more about storing and sharing documents.

In Office 365, select OneDrive > upload. Or, simply drag a file from a folder on your computer to the document area.

Share a file with others

Share a file from your OneDrive for Business or team site by selecting the Open Menu icon (…) and then select Share. Type the names, and optionally a personal message. Then click Share to send an email that contains a link to the document.

See more about saving documents.

Save a document

In OneDrive for Business: Select your organization’s name, then select <your name> OneDrive @ <your organization>.On a team site: Select your organization’s name or SharePoint, then select the site. Or, select Browse to find the site.On your computer: select Computer, and then select Browse to find the folder.

See more about sharing documents.

Page 10: Office 365: Get Started Guide

1 2 3

Create documents

Access from

anywhere

Meet and collaborat

e

Save and share

Sign in and get set up

Email and calendar

Meet and collaborat

e

Add audioStart an IM Share your desktop

Find out more about Meeting and collaborating. Get details on how to add audio to a Lync IM conversation.

Open Lync, type someone’s name in the search box, point to their picture, and then select the IM icon. Type a message and press ENTER.

Select the presentation icon, then select Desktop. Minimize your Lync meeting window and display whatever you want to share from your desktop.

See more about sharing your desktop or a program.

When you’re in a Lync IM with someone, click the Call icon.

Page 11: Office 365: Get Started Guide

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.