Set up Office 365 for business

Use the steps below to guide you through setting up Office 365 for business. Select the tab to see the steps specific to your plan. If you’re not sure which plan you’re using, see Help me figure out which plan I have.

Step-by-step setup instructions

These steps are for businesses and nonprofits that want to start with the basic Office 365 Business Premium plan that's set up with the default features, including a domain name, email, Office applications, and cloud storage.

Office 365 Business Premium Plan   

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1. Plan your setup

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.

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2. Use the setup wizard to add your users and domain   

When you signed up for Office 365, you got a user ID that includes an “onmicrosoft.com” domain. In this step, you can add your own domain so your user ID and email are personalized for your business, like rob@contoso.com. Domain setup can be confusing, but we’ll guide you through it step by step. What's a domain?

Video play button Set up your domain

If you're the only one using Office 365, you can skip adding accounts in the wizard.

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3. Download and install Office on your PC or Mac, or mobile device   

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

Video play button Install Office on your PC or Mac

Each person can install the Office mobile apps on up to 5 phones and 5 tablets, too. 

Video play button Set up mobile devices

Email

4. Set up email on your PC or Mac   

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 do this step. 

Video play button Set up Outlook

Import email

5. Import email, contacts, and calendar   

We'll show you how to move your existing email and contacts from other email systems to your Office 365 mailbox so you can see it all in one place.

Video play button Import email

Skype for Business

6. Download and install Skype on your PC or mobile and install Lync on your Mac   

Next, you and your team members can download and install Skype for Business on all of your PCs, 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?

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7. Set up Office 365 file storage and sharing   

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

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8. Get started using Office   

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

If you want help with a more advanced deployment, FastTrack is a great place to start. You can also find a partner to help you. If you need to integrate with an on-premise environment or do an advanced deployment, see our Enterprise admin resources.

Use these steps to set up your Office 365 Business Essentials subscription.

Office 365 Business Essentials Plan   

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1. Use the setup wizard to add your users and domain   

When you signed up for Office 365, you got a user ID that includes an “onmicrosoft.com” domain. You can add your own domain so your user ID and email are personalized for your business, like rob@contoso.com. Domain setup can be confusing, but we’ll guide you through it step by step. What's a domain?

Video play button Set up your domain

If you're the only one using Office 365 in your business, you can skip adding accounts in the wizard.

Migrate

2.    Import contacts to your email account

Or

Migrate multiple email accounts to Office    

If you're switching to Office 365 from another email provider, it's easy to bring your contacts with you.

If you're the admin and you're planning to move many people to Office 365, you can migrate everyone's existing mailboxes all at once.

Video play button Import email

Email

3. Connect email accounts in Outlook   

In addition to managing your Office 365 email in Outlook, you can connect other email accounts to Outlook, too, such as your Gmail and Yahoo accounts. This lets you manage all of your email in one place. You can connect up to 5 email accounts to Outlook.

Skype for Business

4. Download and install Skype for Business on your tablets and phones   

Next, you and your team members can download and install the Skype for Business mobile app on all of your tablets and phones. Then you'll be able to see the online status of your coworkers, chat, and attend video meetings.

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5. Set up Office 365 file storage and sharing   

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

Task

6. Get started using Office   

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

The Office 365 Business Plan plan does not include Office 365 email or Skype for Business. In these setup steps, we show you how to add your existing email account (such as Gmail) to Outlook.

Office 365 Business Plan   

User

1. Add users to Office 365   

Start by adding people to your subscription so they can use Office in the cloud and download Office apps for desktop and mobile.

If you're the only one using Office 365 in your business, you can skip adding accounts right now.

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2. Download and install Office on your PC or Mac, or mobile device   

Once you've created accounts for other people in your business, you and your team members will be able to install the full desktop version of Office (Word, Excel, Outlook, etc.). 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 team members 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

Email

3. Set up email in Outlook for your Mac, PC, and mobile   

After you've installed Office, we'll help you 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

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4. Store files in the cloud   

We'll show you how to store files in the cloud with OneDrive for Business 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 Store files in OneDrive for Business

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5. Get started using Office   

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

These steps are for schools that want to start with the Office 365 Education plan that's set up with the default features.

First verify with Office 365 that you qualify for an education subscription: Follow the steps to add a record for your domain, so Office 365 can give you the go-ahead for using an education plan. Then you can get Office 365 set up for your school by following the guidance in this article.

Office 365 Education Plan   

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1. Get ready for Office 365   

These tools and resources will help you get your network, directory, and end users ready for Office 365.

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2. Sign in and add your school domain   

Sign in to the portal and add your school domain to your Office 365 subscription. This will verify to Microsoft that you qualify for an education subscription.

After you add your domain, you can also add your users and services by following the setup instructions for Office 365 Business Premium.

Important: However, if you want to synchronize your users from an on-premises directory or use Single Sign-On, instead of completing Office 365 Business Premium setup, go to the next step.

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3. Connect your directory to Office 365   

Check out this guide if you plan to set up identity synchronization and/or single sign-on configuration options.

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4. Set up Office 365 services and applications   

Start here to set up email, file sharing, instant messaging, and other Office 365 services and applications.

Migrate

5. Migrate data to Office 365   

Once the services are configured, you can start migrating data, like email and files.

If you use Student Information System (SIS) for your students and staff, learn about setting up SIS integration.

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6. Get people using Office 365   

Check out these resources to help people in your organization build confidence using Office 365. Also learn about getting started with Class Notebook.

If you want help with a more advanced deployment, FastTrack is a great place to start. You can also find a partner to help you.

Need help?

Phone

If you need help with these steps, call us!

Sign up

Haven't purchased yet? Sign up for Office 365 or a 30-day free trial. Or, activate your product key

See Also

Office 365 Admin app

Set up Skype for Business Online

Devices, clients, and browsers supported by Office 365

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