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Getting Started With Office 365Guide718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Context\Table of ContentsLogging in to the Admin Center . 3Overview of Microsoft Portal Online Features . 4Getting Started: Community and Help Guides . 7Managing Domain . 8Add domain . 8View DNS Settings . 9Troubleshoot . 9Purchasing licenses . 10Purchasing Licenses . 10Managing Subscription . 11Adding Users . 11Using Bulk Editing. 14Deleting a User Account. 14Assigning licenses . 15Installing Office 2013 . 16Configuring your Office 365 account to Outlook Client on your desktop . 19Creating Service Request ticket . 21Adding an Aliases . 21Adding Distribution Groups . 24Creating External Contacts. 26Setting up Mailbox Rules . 27Configuring Mobile Device Policy in Exchange Online . 28Changing Personal Information . 29Change personal password . 29Directory Sync and federation for Office 365 . 29Naming Partner of Record in Microsoft Online Services . 30Converting a Trial Account to a Paid Subscription . 32Links for Additional Assistance . 33SharePoint and SkyDrive: . 33Lync: . 33Office Web Apps: . 33718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Logging in to the Admin CenterThe Microsoft Office 365 admin center is the web portal from which each company’s serviceadministrator can manage user accounts and settings for each of the Office 365 or Dynamics CRMOnline services to which they subscribe. From within the Office 365 admin center, administrators canmanage Dynamics CRM Online, Exchange Online, SharePoint Online, and Lync Online.To login to the Office 365 Control Panel, please open the browser of your choice (Internet Explorer 10,Firefox, Chrome, or Safari) and navigate to Microsoft Online Portal. Enter in your email address as yourusername, and your email password as the password. This will take you to the screen shown below. Wewill refer to this screen as the Admin Center.In this interactive guide, you will familiarize yourself with the Office 365 Administration Portal andperform tasks that will highlight key administration features.Explore the Office 365 Administration Portal718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Overview of Microsoft Portal Online FeaturesYour organization recently got Office 365, and now you need to use Office 365 so you can start readingemail, sharing documents, and more . click here to get started.When you sign into Office 365, you’ll see links at the top of the page for the Outlook Web App. ClickOutlook for your email, Calendar for your appointments, and People for your contacts.The Outlook Web App has its own upgrade as well, which looks very similar to Outlook 2013 on yourdesktop. While most people will continue to use Exchange Online synced with Outlook on the desktop,the new look of Office Web Apps will make it easier for people to have access to emails, contacts andcalendar from anywhere.You’ll also see a new option called News Feeds where you can follow people from within yourorganization. It also serves as a place for you to post comments or questions that your company can see.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Click Site to get to your Team Site. This will be your company’s SharePoint site where you can storedocuments and information. This tool allows you to save documents created on your desktop directly toyour Team Site. The new Team Site will still primarily focus on document storage, but with its newinterface, companies can share and edit documents easily using either Office products on their desktopsor using Office Web Apps which is included in nearly every Office 365 plan.Lastly, you will see a tab for your SkyDrive account. Each individuals Office 365 account will get SkyDrivewhich is used for individual document storage in the cloud. You can easily navigate to your SkyDriveaccount through your File Explorer, so instead to saving a document in a file on your desktop you cansave a file in your SkyDrive account. Use it! It might just save you from despair the next time your harddrive crashes.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

All new customers either signing up for a 30 day free trial or purchasing a subscription will have this newMicrosoft Portal. For existing Office 365 customers, Microsoft is working on automatically upgradingcustomers for free. All current Office 365 customers will get the upgrade within the next four months.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Getting Started: Community and Help GuidesIn the Admin Center, on the right hand side of the screen you will find resources and community sectionfor Office 365 and Dynamics CRM Online. These quick links can be very beneficial to users that are justgetting started with their accounts.Community section is an excellent resource so ask questions, post solutions and check blogs. Mostly allanswered questions and blog post come directly from Microsoft representatives or Microsoft Partners.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Managing DomainIf you have purchased a domain and want your email address to use the name of your organization [email protected], you can use your custom domain in the Microsoft Portal. When activating yourOffice 365 or Dynamics CRM Online account you will enter you companies domain name. Once youraccount is activated your domain will have (.onmicrosoft.com) at the end of it. Follow these steps toverify your domain:Add domainStep 1: In the Admin Center in the Microsoft Online Portal click Domains on the left, then click Add adomain.Step 2: Follow the three steps Microsoft lays out for you to add your domain:Step 1 Specify a domain name and confirm ownership-Before you can use your custom domain with Office 365, help us confirm that you own it.You can only add domain names that you own. If you don't already own a domain, you can buyone from a domain registrar, and then come back and add it to Office 365.Step 2 Add users and assign licenses-Create users and email addresses for this domain.Step 3 Set the domain purpose and configure DNS718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

-Choose how you want to use this domain with Office 365 and create DNS recordsView DNS SettingsBefore you set up your domain with Office 365, we have to make sure that you own the domain name.To do that, you'll add a specific record to the DNS records at your DNS hosting provider. Microsoft thenlook for the record to confirm ownership.When adding your DNS records to your DNS hosting provider, Microsoft does provide step-by-stepinstructions on adding DNS records. Select the drop down option and choose your DNS provider. If yourDNS provider is not listed you can select General Instructions.NOTE: your TXT records will verify your domain, your MX records will switch where your emails arebeing delivered to. If you are not moving your email system to Office 365 you will not want to switch theMX records.TroubleshootIf you are having troubleshoot issues after changing your domain name or DNS records there areadditional steps you can complete your domain set up.For more information on the additional steps you can take if your domain is troubleshooting click here718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Purchasing licensesWhen purchasing licenses for your Office 365 or Dynamics CRM Online account you’ll have options. Ifyou are currently on a trial you can Convert a Trial Account to a Paid Subscription or you can purchaseeach license and assign them to each user, steps are below. Only Global Admins can purchase licensesand assign them to each user. You will need a Credit Card on hand when purchasing licenses and youcan set up auto-pay for your subscription.Note: PowerObjects recommends you purchase your licenses before adding user. This was, as you addusers you can assign them licenses as part of the process in setting up your account.Purchasing LicensesTo purchase licenses in the Microsoft Online Portal you must be a global administrator for yourcompanies account.Step 1: In the Admin center, click purchase services on the left hand side. In this page you will be able topurchase your Dynamics CRM Online and Office 365 licenses.Step 2: Customize your order by choosing the number of licenses you’d like to order. You have theoptional add-ons to select from before checking out. Once you have the number of licenses you wantclick check out.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Step 3: Follow the three steps Microsoft lays out for you to purchase your licenses. If you would like toadd more licenses or purchase more licenses or add other Office 365 plans to your subscription you cando so in the purchase services section in the admin center.Note: to drop a licenses or subscription from your account you will need to open a service request ticketwith Microsoft, open ticket under the billing department.Managing SubscriptionIf you are on and Office 365 Trial or have purchased your license you can manage your subscription veryeasy in the Microsoft Online Portal.On the left hand side of the Admin Center click, Licensing. This will show your Office 365 and DynamicsCRM Online subscriptions. By clicking on any of your subscriptions you can view more information like:-View BillingTurn auto-renew on or offEdit payment detailsSetting Partner of RecordAnd moreAdding UsersStep 1: To add a user to Office 365, navigate to the user and groups on the left side. Then click the emblem.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Step 2: Fill in their name, the name you want displayed to everyone, and the user name (for example, ifyou wanted to make [email protected] (yourcompany) being the name of your organization), youwould simply put Dan in the User name field. Then choose your organization from the drop-down listnext to the User name field.Note: you do have a bulk upload optionStep 3: On the next page, you need to decide if the new user you are adding required administrativeaccess to your company’s Office 365 setup (allowing them to access and control in the Admin Center.For general users, it is recommended to choose No unless they’re IT or high up in the company. You also718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

need to choose the country the user resides in from the drop-down list. Once you are satisfied with yourchoices, click Next.Step 4: Determined by which plan you have, this may look different. Assign the user theirlicense/licenses then click save.Note: For more information on assigning licenses click here718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Step 5: To conclude, click on Create. The final page will show the new email address you created and thetemporary password for that specific user. Click Finish to return to the Users page.Using Bulk EditingStep 1: On the Users and Groups page, click the bulk add emblem.Step 2: On the bulk edit user’s page, click the select the CSV file you’d like to import the bulk file from.After the CSV file is ready to be uploaded browse for the file then click Next.Step 3: On the Settings page, click Next. On the Assign licenses page, click Submit.Note: Note the warning stating “You can’t edit yourself through bulk edit”.Deleting a User AccountOn the Users and Groups page, you’ll see all users added to this account.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Use the Search box to find the name of the user you wish to remove. When you have found the user,check the box to the left of their name, and click Delete, as shown below.The system will ask you if you are sure you wish to delete the user. If you are sure, click Yes, and thatuser will be removed from the system. Using the checkboxes next the names, you can also deletemultiple users. Once deleted you will still be paying for the Users subscription. You will need to open aService Request Ticket with Microsoft to deactivate a paid subscription.Using this same methodology, you can also edit user settings and Reset Passwords for users.Note: you can restore deleted user accounts in the Deleted Users section in the user and groups page.Assigning licensesAssigning licenses can be done while adding users or you can click on the specific user want to assign alicense to. In the Admin Center click users and groups then click on the user you want to assign thelicense to.The next page you can assign the license to a specific user. If do not have anymore licesense to assign toa user click Buy more licesnses. Click Compare the various license options for more information on theOffice 365 plans avaiable.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Installing Office 2013If you have the Enterprise E3 Plan, Midsized Business Plan or just have an Office Professional as yourOffice 365 license you can download Office Professional Plus directly to your PC, Mac or certain tablets.To view the system requirements before installing click the link System requirements for Office 2013and Office 365 ProPlusNOTE: if you are not running Office on your computer you can skip to InstallPart 1: UninstallBefore installing Office 2013 you need to uninstall any version on Office you currently have funning onyour computer. Uninstalling your current version of Office will remove your current Outlook Profile.Step 1: Open your Control Panel (under your start menu). Click Programs and Features.Step 2: Find Microsoft Office, Your computer could be running Office 2003, 2007, 2010 or an overversion of professional Plus. Click Uninstall and accept to uninstall.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Part 2: InstallStep 1: To login to the Office 365 Portal. Open the browser of your choice (Internet Explorer 10, Firefox,Chrome, or Safari) and navigate to Microsoft Online Portal. Enter in your email address as yourusername, and your email password as the password.Step 2: Click PC and Mac (install software and connect to Office 365). In the software page click, installto install the newest version on Office. Lync is include on this installation.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Configuring your Office 365 account to Outlook Client on yourdesktopThe steps below are to make to set up your Office 365 account to Outlook Client. Before movingforward, make sure you have signed into your Office 365, setting the password you want, choosing thelanguage and time zone before moving forward.Make sure Outlook Client is closedStep 1: Open Control Panel, in your start menu. In the search bar type mail, then choose mail.Step 2: Choose, Show Profiles, a new page will open. Choose add then give your profile a name. PowerObjects recommends “office 365” as your profile name718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Step 3: Type your information in, full name, email address, password (password you set when signinginto your Office 365 account). Then click next. Let the Configuration Wizard run. Once the configurationis successfully completed you can click finish.Step 4: Before opening Outlook Client you should choose the way you’d Outlook to open. Then clickApply, then ok.Step 5: You can now open Outlook Client. For the first time opening this may take a second. Once yourProfile opens look at the bottom right hand side. You should see Microsoft Exchange. This is your Emailsystem with Office 365. If it says “CONNECTED TO: MICROSOFT EXCHANGE” your Outlook client was setup correctly.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Creating Service Request ticketIf you ever have any questions or issues with your Office 365 system, Microsoft has a support team thatis very responsive and extremely knowledgeable. To get support for your Office 365 or Dynamics CRMOnline, navigate to the Admin Center page in the Microsoft Online Portal, and click on Service Requests.From here, you can create a new request and specify the details of your issue.A Microsoft engineer will contact you shortly (typically the same day, and often-times within minutes) tohelp you with your issue.To open a case with the Office 365 team via phone, simply dial 1-800-865-9408. Note: This number isonly for United States Office 365 clients.Adding an AliasesWhat is an Alias?An email alias is simply a forwarding email address. Each email alias simply forwards email messages onto each specified email address. Email aliases are often used to create handy replacements for long ordifficult-to-remember email addresses. They can also be used to create generic email addresses such [email protected] and [email protected] 1: In the Admin Center find Exchange Admin Center. In the Blue ribbon at the top of the page thereis a drop down menu option when clicking on Admin, then click Exchange.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Step 2: Choose the person you are adding this alias under. You have a scroll option or you can search.Step 3: Double click the name of the person you want to set the alias up under and a new window willappear. To add the alias to the users account click email address, then click the emblem.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Step 4: Your Email address type will be SMTP, the other options are for more advanced set ups. Below,type in the email address you want set as the allies. Click save when ready.Note: you have the option to reply to emails sent to the alias account using the alias email address.Simply check the box “make this the reply address”. Otherwise, when replying to email sent to your aliasaccount it will use the email address the account was set up under.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Adding Distribution GroupsWhat is a Distribution Group?A distribution list is feature of email client program that allows a user to maintain a list of emailaddresses and send messages to all of them at once. Essentially a collection of user email addressesbound to one global addressStep 1: In the Admin Center find Exchange Admin Center. In the Blue ribbon at the top of the page thereis a drop down menu option when clicking on Admin, then click Exchange.Step 2: Choose group, you can modify existing Distribution Groups or add a new one.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Step 3: To create a new Distribution Group click the emblem and choose Distribution GroupsA new window will open and ask for a: Display name (the name you want people to see) Alias (an internal name for the group that users will not generally see) Description (what is this group for, i.e. Sales group, Marketing group, Support group, etc)Email address (the address you want the group to have in your Office 365 email system, as wellas the organization name from the drop-down to the right of that field)Ownership (who will be able to add users to and modify users in the group)Membership (what users will be a part of this group and receive email from it)Membership Approval (whether users can add themselves to the group, or set it so that a groupOwner must approve new user additions to the group, as well as whether users can leave thegroup on their own, or whether a group Owner must remove them)When all settings are to your satisfaction, click Save in the lower right.Note: after setting up your Distribution Group and clicking Save, that email address will be preset toonly send and receive emails from inside your organization. If you would like to allow emails from thisdistribution group to be sent outside of your organization go back into that distribution group then click,delivery management.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Creating External ContactsWhat is an External Contact?External contacts represent people outside your organization who can be added to distributiongroups and displayed in your organization's address book and other address lists. External contactshave email addresses outside your organization, and can't sign in to your domain.Step 1: In the Admin Center find Exchange Admin Center. In the Blue ribbon at the top of the page thereis a drop down menu option when clicking on Admin, then click Exchange.Step 2: Select Contacts then click the click the emblem and choose Mail Contact. At this point,complete filling out the external contacts information then save to complete adding an external contact.Note: you do have a bulk upload option just to the right.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Setting up Mailbox RulesStep 1: In the Admin Center find Exchange Admin Center. In the Blue ribbon at the top of the page thereis a drop down menu option when clicking on Admin, then click Exchange.Step 2: Choose mail flow on the left side to bring up the Rules page. Click the emblem.Note: Individual user accounts can also create mail rules for their account alone.Rules in Office 365 operate on a simple principal: If something occurs, Then do the following.Step 3: You are provided many options for rules in Office 365. Simply use the If drop-down to selectwhat should trigger the rule action. Use the Do the following: drop-down to select exactly what youwant Office 365 to do when your If selection occurs.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Configuring Mobile Device Policy in Exchange OnlineMany enterprises enforce security policies on mobile devices that connect to the corporate emailsystem. With Office 365, IT is in control of this and many other Exchange Online policies andconfigurations. Follow these steps to set a mobile device security policy.Step 1: On the Exchange Online administration page, in the column on the left, click Mobile. UnderMobile Device Access, you have an Edit option by Exchange Activity Access Setting, click Edit.Step 2: Select the Connection Setting you want then click the emblem. Choose the individuals youwant then save718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Changing Personal InformationIn the Microsoft Online Portal any user, not just company administrators, can change personal settinginformation. Information like, organization address and phone, software downloads, change password,contact preference, language and get started information. To view or change this information click onthe Office 365 settings icon, upper right hand corner.Change personal passwordIf you would like to change the password on your account go to the Office 365 setting section in theMicrosoft Online Portal. Any user, not just company administrators, can change their password.Step 1: In the Office 365 Settings page click, password. Your account will immediately ask you to signinto your account again, security precaution.Step 2: After you sign back into your account type your old password in once, then your new passwordtwice, then click save.NOTE: Global Admins can reset the passwords for all users’ accounts. Resetting a password provides atemporary password. The user would sign into the Microsoft Online Portal using their username (emailaddress) and temporary password. At that point the user would immediately set the password to whatthey want.Directory Sync and federation for Office 365Learn how to install and configure Active Directory Synchronization (DirSync) in Office 365, which is apreliminary step for the Office 365 federation and hybrid scenarios.Installing and Configuring Active Directory SynchronizationLearn how to prepare for and install Active Directory Federation Services (AD FS), which is a preliminarystep for the Office 365 federation and hybrid scenarios.Installing and configuring Active Directory Federation Services718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Naming Partner of Record in Microsoft Online ServicesThe steps below are to make PowerObjects the Partner of Record for your Office 365 account orDynamics CRM Online account. Only company administrators can make this kind of change to thecompanies account.PowerObjects Partner ID number is: 1488114Step 1: Go to the Microsoft Online Portal and sign in using your username and password.Step 2: In the Microsoft Portal, on the right hand side of the screen, click licensing. This will show yourcompany subscriptions. Click on your company’s subscription.Step 3: The next page will show you your Subscription details. Under partner information, click add.718 Washington Ave. N., Suite 202, Minneapolis, MN 55401612-339-3355 1-866-770-3355www.powerobjects.com

Step 4: Under Microsoft Partner ID, type 1488114, then check ID. PowerObjects will show in green typeas the Partner found. You can then click ok.Step 5: Your Partner Information will change to show PowerObjects as your partner under that specificsubscription. If you have more subscriptions and would like to make PowerObjects the Partner ofRecord, please go back to your subscription and follow steps 2-4. Thank you!718 Washington Ave. N., Suite 202, Minnea

Office 365 or Dynamics CRM Online account you will enter you companies domain name. Once your account is activated your domain will have (.onmicrosoft.com) at the end of it. . - Setting Partner of Record - And more Adding Users Step 1: To add a user to Office 365, navigate to the user and groups on the left side. Then click the File Size: 2MB