Today’s blog is the third in our three part series about how to set up your new Microsoft Office 365 platform. You can read the complete ebook on setting up a new domain here. (And you can find the first blog post in the series here and the second post here.)
In this installment, we’ll give you the low down on how you can (and should) get the most out of your Office 365 experience by walking you through the basic setup of Office 365. Below is a list of some tutorials that might help clarify any questions that come up as you download and install Office 365 on various mediums (apps, desktop, Mac or PC).
The most important role of an Office 365 administrator is to ensure that your end users are collaborating successfully on the platform. As part of the new user experience, it is good to understand what your end users will see – and to monitor and measure which tools they use, and get feedback on what might not be working.
First off, as users login to the platform, they’ll be taken first to the Office 365 home page, where they can immediately begin setting up their email and calendar, create content in Word, Excel, and the rest of the Microsoft Office online suite, or immediately start working in SharePoint.
Here are some other areas that can help spark productivity in the user experience:
Download and Install Office on your PC or Mac
Office 365 Tutorial Link: Download and install Office using Office 365 for business on your PC or Mac
If your Office 365 licenses include the full version of the Office suite, you can download the necessary programs to your desktop, allowing you to work online or offline. Just click on ‘Install now’ at the top right of your screen, and follow the prompts. As content is created in Office, users will have the ability to save their content locally, or in the cloud using their OneDrive for Business account as part of Office 365.
Configuring Outlook on the desktop
Office 365 Tutorial Link: Set up your Office 365 mailbox in Outlook
Users have the ability to use the Outlook Web App via their favorite browser, through the desktop version of Outlook installed on their computer, as well as through their mobile device. Microsoft provides high-level steps for each setup:
Migrating Legacy email accounts to Office 365
Office 365 Tutorial Link: Migrate email and contacts to Office 365 for business
Email remains the most popular collaboration and messaging platform with users, so it’s important that you help users move historical email content to the new Office 365 platform. In the tutorial included above, Microsoft provides guidance on the most common email migration scenarios, allowing users to copy email, contacts, and calendars.
Installing Office 365 Mobile
Office 365 Tutorial Link: Office 365 mobile setup – Help
Mobile continues to be the fastest growing technology segment, and users expect to be able to access all of their email and content from any device, whether personal and for work. The tutorial above walks through the steps for setting up your Android, iOS, or Windows devices so that you can access email, the mobile version of the Office suite of productivity tools, as well as additional Office 365 business services, such as OneDrive for Business, Skype for Business, and Yammer.
Moving to a new platform can be challenging, but we hope that our three part series has helped you to get a better understanding of Office 365’s capabilities as your new platform. However, the three part series is not all the information we have to offer on Office 365! To get the full story on how you can make the most of your move to Office 365, you can download our full eBook here.