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Set up Office 365 for business

A key setup decision is whether you want to set up your own domain for email. For example, if your business is called "Fourth Coffee" you might want to use this name as your domain name in your email address, like this: "ryani@fourthcoffee.com". If so, follow the Set up everything path and add your custom domain. Don't need a custom domain? Then just set up what's needed for your business.

Video play button Watch an overview of Office 365 setup

Plan my set up of Office 365

Office 365 has a lot of features and functionality. Whether you want to set up Office 365 for only 1 person in your business or 10, we recommend spending a few minutes to plan your setup so there are no surprises. Plan your setup.

What's in my subscription?

Here's what's in each business plan:

Business Essentials   

Business   

Business Premium   

  • Office Online applications only

  • Email and Skype for Business

  • Full Office applications

  • No email or Skype for Business

Everything

Don't have one of these plans?

I want to:

Just install the Office applications (Word, Excel, Outlook, and so on)

If you just want to get started with the Office applications, and don't need the other services in Office 365 (or your subscription only includes the Office applications and not the other services), you can skip setup and go directly to downloading the applications.

Ready to start?
  1. Install the full desktop version of Office (Word, Excel, Outlook, etc.) on your Mac or PC. You can install Office on up to 5 PCs or Macs.

    Video play button Install Office on your PC or Mac

  2. Set up Office mobile apps on Android phones and tablets, iPhones and iPads, or Windows phones. You can install the Office apps on up to 5 phones and 5 tablets. 

    Video play button Set up mobile devices

Install the Office applications and use an existing email account (like Gmail) with Outlook

You might have an existing email account with another service, like Gmail or Yahoo, that you want to keep using. If so, you can download the Office applications (Word, Excel, PowerPoint, Outlook, and so on) and then set up Outlook to connect to your existing email account.

Ready to start?
  1. Install the full desktop version of Office (Word, Excel, Outlook, etc.) on your Mac or PC. You can install Office on up to 5 PCs or Macs.

    Video play button Install Office on your PC or Mac

  2. Set up Office mobile apps on Android phones and tablets, iPhones and iPads, or Windows phones. You can install the Office apps on up to 5 phones and 5 tablets. 

    Video play button Set up mobile devices

  3. After you've installed Office, you can set up Outlook on your Mac, PC, and mobile to work with your existing Gmail, Yahoo, or other email account.

    Video play button Set up Outlook

Add users, install the Office applications, and start using email

If you want other people to be able to install Office applications, you'll need to create accounts for them. Their accounts include email mailboxes if your subscription type has email. Follow this path to add your users and then download the Office applications for yourself. Then, after you give your users their account information they can sign in and download the Office applications for themselves.

Ready to start?
  1. Create Office 365 accounts and email addresses for other people in your business so they can use Office 365: Add users individually to Office 365. After initial setup, you can add or delete users from your subscription any time.

  2. After you've created accounts for other people in your business, you and your users can install the full desktop version of Office (Word, Excel, Outlook, etc.) on your Mac or PC. Each person can install Office on up to 5 PCs or Macs.

    Video play button Install Office on your PC or Mac

  3. You and your users can set up Office mobile apps on Android phones and tablets, iPhones and iPads, or Windows phones. Each person can install the Office apps on up to 5 phones and 5 tablets. 

    Video play button Set up mobile devices

Set up everything (including a custom domain name)

Follow this path if you want to set up a custom domain name (like fourthcoffee.com) to use for your Office 365 accounts and email addresses.

Flowchart with steps to: Add domain, Add users, Import or migrate email, Download Office applications, Set up Skype for Business, and Set up storage

The Office 365 setup wizard will guide you through the first steps to set up your domain and add other people to your Office 365 subscription. Log in and launch the wizard now.

Video play button Watch an overview of Office 365 setup

Ready to start?

1.

The Office 365 setup wizard will guide you through the steps to set up your domain with your email and add accounts for other people to your Office 365 subscription. You can also use the wizard to help migrate email from other systems. Sign in to Office 365 and start the wizard now. You add more users and domains later if you like.

Video play button Set up your domain

2.

After you've created accounts for other people in your business, you and your users will be able to install the full desktop version of Office (Word, Excel, Outlook, etc.) on your Mac or PC. Each person can install Office on up to 5 PCs or Macs.

Video play button Install Office on your PC or Mac

You and your users can set up Office mobile apps on Android phones and tablets, iPhones and iPads, or Windows phones. Each person can install the Office apps on up to 5 phones and 5 tablets. 

Video play button Set up mobile devices

3.

After you've installed Office, we'll help you set up Outlook to work with your new Office 365 mailbox. Everyone on your team will need to perform this step on their Mac or PC

Video play button Set up Outlook

4.

You and your users can import existing email and contacts from other email systems to your Office 365 mailbox so you can see it all in one place. Skip this step if you used the setup wizard to migrate email.

Video play button Import email

5.

You and your users can install Skype for Business on all of your PCs and tablets and phones, and install Lync on your Macs. Then you'll be able to see the online status of your coworkers, start chats from other Office applications, and host video meetings with up to 250 people.

Video play button What is Skype for Business?

6.

We'll show you how to store files online so you can access them across your computers, phones, and tablets, share them with other people, and collaborate on them from anywhere.

Video play button Set up document storage and sharing

Need help with these steps? Call support.

All done setting up? Get started using Office 365

Take a tour of Office 365 and learn how to use all the Office mobile apps. To help other people in your business get started with Office 365, share this link with them, too.

Video play button Get started with Office 365 for business

You can also download the Office 365 Admin app to manage Office 365 from your mobile device.



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