Set up Microsoft 365 Business by using the setup wizard

Complete the steps 1-4 noted in the tabs below.

Set up Microsoft 365 Business

Watch a video on how to set up Microsoft 365 Business:

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Personalize sign-in

  1. Sign in to Microsoft 365 Business by using your global admin credentials. Choose the Admin tile to go to the admin center.

  2. Choose Start setup (depending on your state you may see Continue setup instead) in the admin center to start the wizard.

  3. Enter the domain name you want to use (like contoso.com).

    Note: Go ahead and enter your domain even if you have verified it while using Azure AD Connect, for example.

  4. Follow the steps in the wizard to add a TXT or MX record that verifies you own the domain.

    You can view an example video of how to add a domain and users. Note that this video does not include the data protection steps of Microsoft 365 Business.

  5. Go to Step 2.

Screenshot of the Business Cloud Suite setup wizard.

Add users and assign licenses

  1. You can add users here, or you can add users later in the admin center.

    Any users you add get automatically assigned a Microsoft 365 Business license.

  2. If your Microsoft 365 Business subscription has existing users (for example, if you used Azure AD Connect) , you will get an option to assign licenses to them now. Go ahead and add licenses to them as well.

  3. You will also get an option to share credentials with the new users you added. You can choose to print them out, email them, or download them.

  4. Skip migrating email messages and choose Next on Migrate email messages page.

    If you are moving from another email provider and want to copy your data later, you can follow these steps to copy your email and other data.

  5. Go to Step 3.

Screenshot of two new users added in the setup wizard

Connect your domain

Note: If you chose to use the .onmicrosoft domain, you will not see this step.

To set up services, you have to update some records at your DNS host or domain registrar.

  1. The setup wizard typically detects your registrar and gives you a link to step-by-step instructions for updating your NS records at the registrar website. If it doesn't, follow these general steps for changing NS records.

  2. Email and other services will be set up for you

  3. Go to Step 4.

Manage devices and work files

1. On the Protect work files on your mobile devices page set both Protect work files when devices are lost or stolen and Manage how users access Office files on mobile devices settings to On. You can also access each sub-setting by clicking the chevrons next to each setting.

All of your licensed users' work files are now protected on iOS and Android devices, as soon as they install Office apps (and authenticate with their Microsoft 365 Business credentials).

Screenshot of protect work files on your mobile devices page

2. On the Set Windows 10 device configuration page, set Secure Windows 10 Devices setting to On.

You can also access each sub-setting by clicking the chevron next to it.

3. Set the Install Office on Windows 10 Devices setting to Yes if all of your users have Windows 10 computers, and either no existing Office installs, or click-to-run Office installs. If this is not the case, set this option to No. You can automatically install Office later from the admin center after you have prepared the user computers. For instructions, see prepare for Office client installation.

The licensed users' work files on Windows 10 devices will be projected as soon as they join their Windows 10 device to a Microsoft 365 Business Azure AD domain or install Windows 10 on a new computer while simultaneously joining the Microsoft 365 Business Azure AD domain.

4. Click Next and you are done with setup.

Please leave us feedback at this step to help us improve the experience.

Screenshot of Prepare Windows 10 devices page

Next steps

For the users that have their licenses, the next step is to set up devices. See Set up Windows devices for Microsoft 365 Business users and Set up mobile devices for Microsoft 365 Business users. See Manage Microsoft 365 Business for links to topics on how to set device and app protection polices, and how to remove data from user devices.

Related Topics

Microsoft 365 Business documentation and resources
Get started with Microsoft 365 Business
Manage Microsoft 365 Business

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