Get the Most out of Microsoft 365

Get the Most out of Microsoft 365

About

We’re excited you decided to move to an excellent platform to host your business critical data, including emails, files, team chats, and more! As you get started, we hope that this will help you get situated and get the most out of your tools. 

Instructions

Logging In to Your Account

  1. Go to https://portal.office.com/ or type in office.com into your internet browser. The login info should have been emailed to you.
  2. When you login, you may be asked to set up Multi-Factor Authentication (MFA). Here are instructions if you need help: Set Up MFA on O365 with Microsoft Authenticator App.

Helpful Resources

Here are some important resources as you start using Microsoft 365. This will make using the tools much easier.

Logging in to Your Microsoft 365 Account

  1. Logging Into Microsoft 365
  2. Setting Up MFA on O365 with Microsoft Authenticator App

How to Install OneDrive (For Syncing Files to your computer) 

  1. Installing OneDrive

Moving Local Files to SharePoint/OneDrive

  1. Moving Files to the Cloud

Setting up Shared Files to Sync

  1. Setting Up SharePoint Sync
  2. Syncing Shared Files

Using Microsoft Teams 

  1. Overview
  2. Activity & Chat
  3. Teams and Channels 

Additional Tools to Try

Once you get the basics down, there are still some amazing more tools to use with Microsoft 365 that we think will help make your life easier! Here’s a summary of the ones we use and really enjoy.
  1. Power Automate: Automate workflows to make your life easier
  2. To-Do: Great to-do list that fully integrates with your email
  3. Planner: Project Management made easy
  4. Bookings: Make scheduling an appointment with you easy, stop the back and forth
  5. Forms: Create forms your customers and new hires can fill out to get you the info you need


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