Page 2 - Contents
Microsoft Office 365 for Professionals and Small Businesses | 2 Introduction ..................................................................................................... 3 Why Office 365 is Right for Your Organisation ............................................................. 3 Overview ...
Page 3 - Introduction; Virtually Anytime, Anywhere Access
Microsoft Office 365 for Professionals and Small Businesses | 3 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 organisati...
Page 4 - Office 365 Services Overview; Microsoft; Team Sites and Public Websites
Microsoft Office 365 for Professionals and Small Businesses | 4 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 again...
Page 5 - Office Web Apps; Access and view files from your mobile device.; Instant Messaging and Online Meetings; Make PC-to-PC voice and video calls with colleagues and customers.
Microsoft Office 365 for Professionals and Small Businesses | 5 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 ...
Page 6 - Click here; for your FREE 30 day trial - explore all the features in; Help Resources; Help and how-to information for Office 365
Microsoft Office 365 for Professionals and Small Businesses | 6 About My Office 365 Phone: 01342 410223 Web: www.my-office-365.com email: [email protected] My Office 365 is brought to you by Microsoft Gold Partner Ballard Chalmers - recognised as Microsoft Online Services delivery experts. Our...
Page 7 - : Sign Up and Get Started With Your Office 365 Account; Sign Up and Access Your Office 365 Account; Check Availability
Microsoft Office 365 for professionals and small businesses | 7 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 ...
Page 8 - I accept; button at the bottom of the page to create; Office 365 Prerequisites; install these in order:; Microsoft Office Professional Plus; IMPORTANT: Read all the notes below before installing.
Microsoft Office 365 for Professionals and Small Businesses | 8 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 9 - Using Office Desktop Applications; Configuring Outlook and Microsoft Lync for use with Office 365; Microsoft Lync; Getting Started with Office 365; Explore the Admin and Home pages; Home; links at the top of your screen:; Outlook; and; Team Site; Release Notes for Office 365 Beta for; Inbox
Microsoft Office 365 for Professionals and Small Businesses | 9 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, Mi...
Page 10 - OK
Microsoft Office 365 for Professionals and Small Businesses | 10 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 outsid...
Page 11 - Now click on the; New; button and select; User
Microsoft Office 365 for Professionals and Small Businesses | 11 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.
Page 12 - Optionally, you can add any of these; Additional properties; by clicking on the blue arrow to expand the entry fields; Next; to review; Settings
Microsoft Office 365 for Professionals and Small Businesses | 12 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 .
Page 14 - box is checked, and click on; Create; option. This will prompt you to download; Edit the new user’s settings, and reset the user’s password; On the; Admin; under; Management; on the left side of your screen. Locate the user that you want
Microsoft Office 365 for Professionals and Small Businesses | 14 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 se...
Page 15 - section, click on the; Yes; radio button under; Assign permissions
Microsoft Office 365 for Professionals and Small Businesses | 15 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 addre...
Page 16 - To add details such as an office phone number, click on; Properties
Microsoft Office 365 for Professionals and Small Businesses | 16 3. To add details such as an office phone number, click on Properties .
Page 17 - When you're done making changes, click on the; Save; button at the bottom of the page.; File; tab and click on the; Add Account; This opens the; Add New Account
Microsoft Office 365 for Professionals and Small Businesses | 17 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 ...
Page 18 - Enter your e-mail address and password, and click on; Set Up and Access E-Mail, Calendar and Contacts on a Mobile Device; calendar and contacts across supported devices; Access and Send E-Mail Through Outlook and Outlook Web App
Microsoft Office 365 for Professionals and Small Businesses | 18 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...
Page 19 - Scheduling Assistant; Explore the Navigation of Your Team Site; Log in to Office 365 and click on
Microsoft Office 365 for Professionals and Small Businesses | 19 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 a...
Page 20 - Change the Color and Size of the Text
Microsoft Office 365 for Professionals and Small Businesses | 20 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 ...
Page 21 - Select the source of the picture you want to add — for example,; From Computer; — to open a dialog box that lets you; Add a Table to Your Page; Insert; tab and then on the; Table
Microsoft Office 365 for Professionals and Small Businesses | 21 2. Select the source of the picture you want to add — for example, From Computer — to open a dialog box that lets you browse or paste the address of the image file. Add a Table to Your Page 1. This is similar to adding a picture. While...
Page 22 - Upload a Document to Your Team Site
Microsoft Office 365 for Professionals and Small Businesses | 22 When you're done making changes to your team site page, click on the Save icon or go to the Format Text tab and click on Save & Close . If you do NOT want to keep your changes, click on the Check Out button and select Discard Check...
Page 23 - Click on; and then on; Add document; when your library appears.
Microsoft Office 365 for Professionals and Small Businesses | 23 3. Click on Create and then on Add document when your library appears. 4. Add any file from your desktop and then click on OK .
Page 24 - Share Your Team Site outside Your Organization; In your team site, click on; Site Actions; in the top left corner of your screen then click on; Share Site
Microsoft Office 365 for Professionals and Small Businesses | 24 Share Your Team Site outside Your Organization As an administrator, you can grant access to users both inside and outside your organization to view and make changes to documents and data. By default, users within your organization will...
Page 25 - Share; Remove a User From a Team Site; Site Settings
Microsoft Office 365 for Professionals and Small Businesses | 25 2. Type the nonemployee e-mail address in the group you want to add it to, and click on Share . 3. Verify that the external user can access the team site. Then send them a link to the document you uploaded in the task above and start c...
Page 26 - Site permissions; Users and Permissions; and select; Remove Users
Microsoft Office 365 for Professionals and Small Businesses | 26 2. Click on Site permissions under Users and Permissions . 3. Find the user you want to remove, click on the checkbox next to the name, click on Actions and select Remove Users from Group .
Page 27 - Create a List Then Create a New View of This List; On your Team Site, click on the; menu and then click on; More Options
Microsoft Office 365 for Professionals and Small Businesses | 27 Create a List Then Create a New View of This List You can create a list on your team site to store, share and manage team information. For example, you can create a task list to track work assignments or track team events on a calendar...
Page 29 - Create a New Team Site; New Site; Choose the; Express Site; for a basic Team Site, or click on the; Browse All; tab for a variety of site choices including
Microsoft Office 365 for Professionals and Small Businesses | 29 Create a New Team Site You can create a new team site for a specific team or project. There are several types of site templates to give you a head start on creating a new site. 1. On your Team Site, click on the Site Actions menu and t...
Page 30 - Make your choice, enter a title and URL name, and click on; View Your Team Sites on Your Mobile Device
Microsoft Office 365 for Professionals and Small Businesses | 30 3. Make your choice, enter a title and URL name, and click on Create . View Your Team Sites on Your Mobile Device You can view your SharePoint Online team sites from your mobile device browser. SharePoint Online supports mobile access ...
Page 31 - Edit a Document on Your Team Site Using Office Web Apps; View in browser; or; Edit in browser
Microsoft Office 365 for Professionals and Small Businesses | 31 4: Explore Office Web Apps and Using Team Sites with Microsoft Office Edit a Document on Your Team Site Using Office Web Apps With Office 365, you can view and edit Microsoft Word, Excel, PowerPoint and OneNote documents directly from ...
Page 32 - Add a Shortcut to a SharePoint Library in Microsoft Office
Microsoft Office 365 for Professionals and Small Businesses | 32 1. If you haven’t already, add a colleague as an Office 365 user using the steps outlined in Walkthrough 1 above. 2. Add an Excel spreadsheet or a OneNote notebook to your team site then try to edit the file at the same time as your co...
Page 33 - SharePoint
Microsoft Office 365 for Professionals and Small Businesses | 33 2. If SharePoint Workspace 2010 does not open, you may need to run and configure it. Open your Windows Search box and type “ SharePoint ” to locate it. Once it's set up, try again.
Page 36 - Start Access 2010, click on the; tab and open a database such as the sample Wine Inventory Database.; on the left navigation and then select; Publish to Access Services
Microsoft Office 365 for Professionals and Small Businesses | 36 5: Databases Publish a Microsoft Access Desktop File as a SharePoint Online, Web-Based Database (List) Access 2010 is a database application included in Office Professional Plus, which you downloaded in Walkthrough 1. You can use Offic...
Page 38 - Click on the
Microsoft Office 365 for Professionals and Small Businesses | 38 4. Click on the Publish to Access Services button. Once complete, the SharePoint Online database becomes the primary source of data and the desktop copy remains in sync but is no longer primary (it’s secondary). Visit your team site, a...
Page 39 - Sites and Workspaces,
Microsoft Office 365 for Professionals and Small Businesses | 39 5. Scroll down to Sites and Workspaces, and click on the name of your database to open it. 6. Click on Options at the top to Share Site and adjust Site Permissions and Settings .
Page 40 - In SharePoint Online, click on the; Website; to launch the Site Designer tool.
Microsoft Office 365 for Professionals and Small Businesses | 40 Once granted access, users can view, edit and search the database from anywhere. 6: Public Websites Design a Basic Public Website Using the SharePoint Online Site Designer Tool Microsoft SharePoint Online comes with two types of sites ...
Page 41 - Design; tab to begin designing your public website’s home page.
Microsoft Office 365 for Professionals and Small Businesses | 41 3. Click on the Design tab to begin designing your public website’s home page. 4. Use the ribbon to change the Style and Theme of your website.
Page 42 - Text
Microsoft Office 365 for Professionals and Small Businesses | 42 5. Click on Text to customize your header. Make other changes/additions to your website.
Page 43 - tab and then clicking on; View
Microsoft Office 365 for Professionals and Small Businesses | 43 6. Click on File and Save & Publish to record your changes. 7. View what your site will look like to the public by going to the Home tab and then clicking on View .
Page 45 - : Instant Messaging, Video Chat and Online Meetings; Sign In to the Microsoft Lync Client; on; Sign In; Set your presence so that your colleagues know you’re available.
Microsoft Office 365 for Professionals and Small Businesses | 45 7: Instant Messaging, Video Chat and Online Meetings Sign In to the Microsoft Lync Client Microsoft Lync Online is a next-generation online communications service that connects people in new ways, anytime from virtually anywhere. Lync ...
Page 47 - Locate and Organize Your Contacts; Use the; Find a contact
Microsoft Office 365 for Professionals and Small Businesses | 47 Locate and Organize Your Contacts You can search for contacts by title, team or other keyword as well as name. You can organize them in handy groups and display them in a variety of ways, including their current status (such as “online...
Page 49 - Schedule an Online Meeting; n Outlook 2010, click on the Home tab, click on New Items, then click on; Online Meeting
Microsoft Office 365 for Professionals and Small Businesses | 49 Schedule an Online Meeting Microsoft Lync Online makes it easy for users to create, moderate and join conferences with internal and external users. A rich user experience and a unified interface make it easy for workers to collaborate ...
Page 51 - Conduct a Meeting; Join online meeting
Microsoft Office 365 for Professionals and Small Businesses | 51 Conduct a Meeting As the meeting leader, you can control who enters the meeting and who has permission to share content. The meeting conversation window is designed to help you lead presentations and keep the meeting on course. Note: M...
