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Microsoft Office 365
for Small Businesses
Introductory User Guide
Microsoft Office 365 for professionals and small businesses | 1
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Contents Introduction ..................................................................................................... 3 Why Office 365 is Right for Your Organisation ............................................................. 3 Overview of Services Provided by Office 365................................................................. 4 About My Office 365 ................................................................................................................ 6 1: Sign U
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Introduction Microsoft Office 365 for small businesses is a set of Web-enabled tools that lets you access your e-mail, important documents, contacts and calendars from virtually anywhere and on almost any device. Designed for organisations with 5 to 50 staff, the service brings together online versions of the best communications and collaboration tools from Microsoft plus Microsoft Office Web Apps at a price that small businesses can afford. Office 365 works seamlessly with the programs
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Office 365 Services Overview E-Mail, Calendar and Contacts Office 365 provides you with access to e-mail, calendar and contacts from virtually anywhere at any time on desktops, laptops and mobile devices — while helping to protect against malicious software and spam. Easily manage your e-mail with 25GB mailboxes, and send e-mails up to 25MB in size. Work from almost anywhere with automatically updated e-mail, calendar and contacts across devices you use most, including PCs, Macin
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Office Web Apps Office Web Apps are convenient online companions to Word, Excel, PowerPoint and Microsoft OneNote that offer you an easy way to access, view and edit documents directly from your Web browser. Simultaneously edit Excel spreadsheets and OneNote notebooks with others in real time and see exactly who is editing and viewing your documents. Access and view files from your mobile device. View documents in high fidelity. Ensure that viewers see files with consistent f
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About My Office 365 Phone: 01342 410223 Web: www.my-office-365.com email: sales@my-office-365.com My Office 365 is brought to you by Microsoft Gold Partner Ballard Chalmers - recognised as Microsoft Online Services delivery experts. Our aim is to provide small and medium sized organisations with end-to-end services, to ensure they can capitalise on the revolutionary Microsoft Office 365 'cloud' service, delivered over the Web. We mainly focus on new cli
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1: Sign Up and Get Started With Your Office 365 Account Sign Up and Access Your Office 365 Account Sign up for an account by accessing the URL that My Office 365 has provided to you. Please note that this URL can only be used to create a single Office 365 for professionals and small businesses account. Note: You will need a separate URL to create an Office 365 for enterprises account should you want to do so. Once you have accessed the URL, enter your country or region, language, n
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You will be prompted to enter verification text from a picture depicting numbers and/or letters. Next, decide if you want to receive offers from Microsoft and Microsoft partners and then click on the I accept button at the bottom of the page to create your account. After you successfully sign up, you will receive a welcome e-mail that will tell you how to access your Office 365 account. If you have any problems during the sign-up process, please contact Mike Mitchell (mikem@waggene
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2. Using Office Desktop Applications For the best experience with Office 365, a set of required components and updates must be applied to each workstation. To simplify the installation and maintenance of these components and updates, Microsoft provides an installable piece of software — called Office desktop setup — at no charge. These updates are required for all workstations that use rich clients (such as Microsoft Office 2010) and connect to the Microsoft Online Services. Office deskto
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3. Make your selections, and click on OK to access your Inbox. Team site The Office 365 Microsoft SharePoint Online-based team site makes collaboration easier with a password-protected portal to share large files both inside and outside your organization. Please verify that you can access your team site from within the Web browser. Click on Team Site on the Home page. Note: If the Team Site link is dimmed, this feature is still being configured. Check back or reload the pag
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2. Now click on the New button and select User. 3. Next enter the name, display name and user name for the account you're creating. Microsoft Office 365 for Professionals and Small Businesses | 11
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4. Optionally, you can add any of these Additional properties by clicking on the blue arrow to expand the entry fields list. 5. When you are done, click on Next to review Settings. Microsoft Office 365 for Professionals and Small Businesses | 12
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6. Leave Assign permissions set to No unless you want to grant this user administrator privileges. At minimum, you need to select a user location here and then click on Next to review Licenses. 7. To provide the new user with access to e-mail, SharePoint and Lync, you must check the box next to Microsoft Office 365 Beta for small businesses to assign license. Optionally, you can also grant access to a purchased license of Microsoft Office Professional Plus. Click on Next to assign
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8. Here you can enter up to five e-mail addresses to send the new user's temporary password. By default, your e-mail address is prepopulated so that you will receive a copy to provide to the user. Add any additional e-mail addresses separated by semicolons (up to five recipients), make sure the Send e-mail box is checked, and click on Create. This will open a summary page confirming that the account was created and showing you the temporary password. Note: If you have a number of us
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2. Click on the user's name to make changes to properties, licenses and other settings. To make the user an administrator, go to the Settings section, click on the Yes radio button under Assign permissions and confirm the e- mail address for service notifications. Microsoft Office 365 for Professionals and Small Businesses | 15
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3. To add details such as an office phone number, click on Properties. Microsoft Office 365 for Professionals and Small Businesses | 16
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4. When you're done making changes, click on the Save button at the bottom of the page. 2: E-Mail, Calendar and Contacts Connect Your Office 365 E-Mail to Your Outlook Desktop Application Microsoft designed Office 365 to work with the functionality of your desktop version of Outlook e-mail, calendar and contacts. You can set up your Office 365 e-mail to be accessed through your Microsoft Outlook desktop application or through Microsoft Entourage 2008 for Mac. 1. In Outlook 2010, o
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3. Enter your e-mail address and password, and click on Next. When the account is done auto-configuring, click on Finish. Set Up and Access E-Mail, Calendar and Contacts on a Mobile Device Office 365 gives you anywhere access to your e-mail, important documents, contacts and calendar on nearly any device — 4 including iPhone, Android, BlackBerry and Windows Mobile phones. Office 365 also automatically updates your e-mail, 5 calendar and contacts across supported devices For assistanc
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and to find times that your colleagues are available as well. You can choose to share only whether you are available or not, or the details of your calendar appointments. Note: You can only see the availability of your colleagues who are also on your Microsoft Office 365 Beta accounts. You can still send a meeting request to anyone, but you won't see their free/busy information unless they are in the beta and have been added as users for your organization. In Outlook or Outlook Web App, c
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Change the Color and Size of the Text 1. Click on the Edit button or icon on your navigation ribbon to open the Editing Tools. 2. Select the text you want to change and then click on the Font Size selector on the ribbon. 3. To change the color, select your text and click on the Font Color selector. Add an Image to the Page 1. While still in Edit mode, click in the body of the page where you want to add the image. Click on the Insert tab and then on the Picture button.
