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Using desktop apps with Office 365

From: Up and Running with Office 365 (2013)

Video: Using desktop apps with Office 365

With Office 365, you have access to the web app versions of the Office suite, but if you need the full functionality of Word, Excel, PowerPoint, and so on, you can continue to use those applications on your desktop, but just save your files to your Office 365 account. How do we do that? Well first, we need to be able to set it up. So we are going to use a sample document here, which is our No Marketing Brochure. You'll find it in your exercise files. And let's say we want to save that to a location like a team site where we could collaborate with others.

Using desktop apps with Office 365

With Office 365, you have access to the web app versions of the Office suite, but if you need the full functionality of Word, Excel, PowerPoint, and so on, you can continue to use those applications on your desktop, but just save your files to your Office 365 account. How do we do that? Well first, we need to be able to set it up. So we are going to use a sample document here, which is our No Marketing Brochure. You'll find it in your exercise files. And let's say we want to save that to a location like a team site where we could collaborate with others.

It's in its infancy stages; we need input from other people. We go up to the File tab, down to Save As, and now what we need, really, is an Office 365 SharePoint option down the left-hand pane here. And you won't see it by default, even if you have the account already set up. What you need to do is add that place by clicking Add a place. Now you should see over here to the right, Office 365 SharePoint. We'll give that a click, and all you need now is your email address.

When you click Next, you will probably be prompted for a little more help. In this case, I am going to be using my organizational account for Office 365. I will see the address, or User ID, and I'll be prompted for my password now. You can choose to stay signed in once you're signed in. That way you won't have to set this up again and click Sign In and all of a sudden, you'll see that the place is being added to your Office account. So over here on the left-hand side, we can now choose the name of our team site. Mine is lynda.com. There it is.

I can select it, and I'll also see my SkyDrive there as well. So if I wanted to go to the team site and maybe a specific folder, I can even use the Browse button now. I'll be looking at my team site. I can go to Documents, double-click it to open that up, double-click maybe another folder like No Obstacles. This is where it belongs, and there's the Marketing Brochure. And when I click Save, it's actually being uploaded to that site. Now I can continue working on it here as though it were a local document, but this is an opportunity now for me to save it to a location where other people on the team, for example, can access it to collaborate on this file.

Now you'll notice when you go to File and Save As, it'll always be there. Same thing if you go to Excel, PowerPoint, and so on; they'll already be there once you set it up in one of the apps. And if you go to Open, you will also see it there. So you can open files directly from your desktop app, even though they reside on the team site or maybe even in your SkyDrive folder. So that's how you get synced up with your desktop apps in Office 365.

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Up and Running with Office 365 (2013)

29 video lessons · 11018 viewers

David Rivers
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Up and Running with Office 365 (2013) will be retired from the lynda.com library on October 31, 2014. Training videos and exercise files will no longer be available, but the course will still appear in your course history and certificates of completion. For updated training, check out the all new Up and Running with Office 365 in the lynda.com Online Training Library.


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