Set up your organization for Office 365 Midsize Business
For the latest setup instructions, please see Set up Office 365 for business.
As the admin for your organization, after you sign up for Office 365 Midsize Business, it’s time to sign in and set up your organization.
First, watch Video: Introducing Office 365 Midsize Business, take a quick look around the Office 365 admin center, and when you’re ready, click Setup. The Setup steps and this article help Office 365 Midsize Business admins get their organization and users up and running quickly.
Set up Office 365 for your organization
These steps apply to Office 365 Midsize Business, which is no longer available for purchase.
Set up Office 365 for your organization
Step 1: Add a domain
Decide if you want your email to use your custom domain. You probably want your email addresses to use the name of your organization, like @fourthcoffee.com or @contoso.com. Most organizations want a custom domain like that.
For a custom domain, you’ll need a registered domain name. If you don’t already own one, learn how to buy one.
If you don’t want to use a custom domain, you can continue to use the free domain you created when you signed up for Office 365; for example, contoso.onmicrosoft.com.
Set up your custom domain. We’ll show you how to get it working with Office 365. See Set up your domain in Office 365.
Step 2: Add users, assign licenses, and set up email
There are two ways to create user accounts:
Set up email. When you create a user account, an Exchange Online mailbox is automatically created for that user in the cloud. Exchange Online provides your email, calendar, contacts, and more, and Outlook Web App lets you access your Exchange Online mailbox from a web browser.
Step 3: Set up team sites, OneDrive for Business, and Lync Online
SharePoint Online includes team sites and OneDrive for Business. To try these services out for yourself, sign in to Office 365, then at the top of the page, click OneDrive or Sites.
To learn more, see Start using SharePoint sites and OneDrive for Business to share documents and ideas. And make sure to watch Video: Share Documents in Office 365.
Office 365 comes with a team site, and you can create more of them to support your business needs. Team sites provide a central place to store and access your organization’s documents and business information from virtually anywhere. You’ll need to add documents to team sites and give people permission to access them. You can also customize your team sites with shared lists, calendars, pages, and more. For more information, see Get started with SharePoint.
With Lync Online, you can see if your coworkers are online. You can also communicate with them through instant messaging (IM), audio calls, or video calls. You can even conduct online presentations that include audio, video, screen-sharing, and a virtual whiteboard. See Set up Lync Online.
Step 4: Set up user access
Your users can access Office 365 by using a PC or a Mac, mobile phones, tablets, or web browsers.
Office 365 ProPlus provides access to Office applications and documents. It’s optimized to give you the best experience across all your devices—from PCs to smartphones to tablets. Office 365 ProPlus includes Word, PowerPoint, Excel, Outlook, OneNote, Access, Publisher, and Lync.
You can install Office 365 ProPlus alongside your current version of Office. See Download and install Office using Office 365 for business on your PC or Mac.
Learn more about user access:
Step 5: Configure DNS for email delivery
Note If you’re trying out Office 365 and you’re using a production domain to trial Office 365, don’t perform this step.
When you configure DNS for email delivery, all email sent to your domain will begin going to your new Exchange Online service in the cloud.
To set up email to come to Office 365, you configure a mail exchange record (MX record) where your domain’s DNS records are hosted. We provide detailed steps for adding and updating DNS records for Office 365 services for many popular domain registrars and DNS hosting providers.
If your organization has existing mailbox data on an Internet Message Access Protocol (IMAP)-compliant server, consider importing the mail to the cloud before you configure your MX record. IMAP is supported by most email servers and cloud-based services. See Migrate your IMAP mailboxes to Office 365.
You can import the mailbox data at any time. However, it’s less disruptive to users if you do it before they have started using their Office 365 email.
An alternative approach is to ask each user to move their own email and contacts to Office 365 after they have signed in. To learn more, see Video: Use email and more in Office 365 and Migrate email and contacts to Office 365.
Step 6: Tell your users
When you’ve finished setting things up, tell the people in your organization what to expect.
See Get everybody ready to use Office 365 for ideas about how to prepare and train users, and for support and troubleshooting resources.
Other set up tasks
In the Office 365 admin center, click Service settings to configure additional settings for Exchange Online, SharePoint Online, Lync Online, and more.
You can also hire a partner to help support Office 365 in your organization.