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Getting Started with Microsoft Office 365. Getting Started - Overview How to use your existing desktop software to connect to Office 365. Install the.

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Presentation on theme: "Getting Started with Microsoft Office 365. Getting Started - Overview How to use your existing desktop software to connect to Office 365. Install the."— Presentation transcript:

1 Getting Started with Microsoft Office 365

2 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.

3 First log-in Experience Browse to https://login.microsoftonline.com Save to Favourites.https://login.microsoftonline.com Reset your password Use 8 to 16 characters. Create a strong password that cant be easily guessed or cracked. Office 365 passwords require at least 3 of the following: Lowercase letters Uppercase letters Numbers (0-9) Symbols, including: ! @ # $ % ^ & * - _ + = [ ] { } | \ :,. ? / ` ~ ( ) ;

4 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.

5 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.

6 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

7 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.

8 First log-in Experience – on Phone & Tablet Connect your mobile or tablet to Office 365 Select to display instructions for connecting your device

9 First Log in Experience – Changing your password Video | Getting Started - Office 365 - First login, Changing your Password Video | Getting Started - Office 365 - First login, Changing your Password Video | Getting Started - Office 365 - First login welcome page Video | Getting Started - Office 365 - First login welcome page

10 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.)

11 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.

12 Run Desktop Setup Video Video | Getting Started - Office 365 - Desktop Setup for Office 2010 / 2007 Video | Getting Started - Office 365 - Desktop Setup for Office 2010 / 2007

13 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

14 Install Office 2013 - Video

15 Connect Outlook to your mailbox Previous mail settings and accounts are duplicated Sometimes its 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

16 Connect Outlook to your mailbox - Video Video | Getting Started - Office365 - Connect Outlook 2010 Video | Getting Started - Office365 - Connect Outlook 2010

17 Office 2013 – File Menu Start Screen for Word, Excel, PowerPoint New, Open, Save As SharePoint Sites and Libraries Locations Recent Documents and Places Pinning

18 Office 2013 – File Menu – Video

19 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

20 Connect with colleagues & set up Lync - Video Video | Getting Started - Office 365 - Install Lync

21 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

22 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%2D871 a%2D32702f602977&avg=met Community.Office365.com – Forums, Wikis, Technical Articles


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