Microsoft 365 Business training

Setup

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  1. Sign in to the Microsoft 365 Business admin center with your customer's global admin credentials.

  2. In the admin center, choose Continue setup.

  3. On the Personalize your sign-in and email page, under Connect a domain you already own, enter the domain you want to use, and choose Next.

    If you don’t own a domain name, return to the admin center and buy one on the Domains page.

  4. On the Prove you own your domain page, select a registration option, click Verify, follow the steps provided, authorize Microsoft to make changes to your domain.

  5. After verification is complete, on the Add new users page, enter the names and user names of the people in your organization to whom you want to assign a Microsoft 365 Business license, and then choose Next.

  6. On the Assign licenses to unlicensed users page, you can assign licenses to users who don’t already have a Microsoft 365 Business license, and then choose Next.

  7. On the Share sign-in credentials page, you can share credentials with the new users you added, or print or download user account details to share with users later, and then choose Next.

  8. On the Migrate email messages page, you can choose to move email messages from your current email service. For more information, see https://aka.ms/CopyMail. Then choose Next.

  9. On the Connect your domain page, choose Add records for me to use the setup wizard to detect your registrar and give you a link to step-by-step instructions for updating your DNS records at the registrars website. (Or, you can choose I'll manage my own DNS records to add them yourself.) Learn more at https://aka.ms/nameserverchoices. Then choose Next.

  10. On the Protect work files on mobile devices page, turn on Protect work files when devices are lost or stolen and Manage how users access Office files on mobile devices, and then choose Next.

  11. On the Set Windows 10 device configuration page, set the Secure Windows 10 devices setting to On. If all of your users have Windows 10 computers that do not have existing Office installs or click to run installs, set the Install Office on Windows 10 devices setting to Yes. Then choose Next.

Ready to empower your team, safeguard your business, and simplify IT management with a single solution built for your business? Then let’s set up Microsoft 365 for Business. First, sign in to the Microsoft 365 Business admin center, using your customer's global admin credentials. In the admin center, start the setup wizard. Enter the domain you want to use. In this case, we’ll use contosoarts.com. If you don’t own a domain name, return to the admin center and buy one on the Domains page. Click Next.

For security, you’ll need to prove you own this domain before you can add it to Microsoft 365 Business. The domain we’re using is registered at GoDaddy, so you will verify it with them. To sign in, enter your GoDaddy user name and password. Then click Authorize to allow Microsoft to make changes to your domain. Once the domain is verified, you can continue with Microsoft 365 Business setup.

In this step, add the people in your organization to have a Microsoft 365 Business license automatically assigned to them. Enter their first and last names and their user names. This creates user accounts they can use for email and to sign in to Office 365 every day. If you want, you can skip this step for now and do it later from the admin center. Click Next.

Here, you can assign licenses to users who don’t already have a Microsoft 365 Business license. This option lets you share credentials with the new users you added. You can share these using alternate email addresses like those from outlook.com or Gmail. Or, you can print or download user account details to share with users later.

Now you can migrate email messages from another email service, like Hotmail. We’ll skip this step for now. But if you want to copy your data from your old email provider, you can find instructions at https://aka.ms/CopyMail.

Next, you’ll need to set up services. This requires updating some records at your DNS host or domain registrar. The setup wizard typically detects your registrar and gives you a link to step-by-step instructions for updating your DNS records at the registrar's website. Let’s select the recommended option, Add records for me. Because our domain is hosted by GoDaddy, and we already authenticated in the last step, our records are automatically updated. To learn more, see https://aka.ms/nameserverchoices.

Now, let’s manage devices and work files. On this page, turn on both of these settings: Protect work files when devices are lost or stolen and Manage how users access Office files on mobile devices. You can access sub-settings by selecting the main setting. All of your licensed users' work files will be protected on iOS and Android devices once they install the Office Mobile apps and sign in with their Microsoft 365 Business credentials.

On this page, set the Secure Windows 10 devices setting to On. If all of your users have Windows 10 computers that do not have existing Office installs or click-to-run installs, set the Install Office on Windows 10 devices setting to Yes. We’ll leave this option set to No. Again, if you want to see sub-settings, you can select the main setting. The licensed users' work files on Windows 10 devices will be protected 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 and join the Microsoft 365 Business Azure AD domain. And, you’re all done with set up!

Next, you can add more users, create groups, or manage services from the admin center.

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