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Up and Running with Office 365
Illustration by Neil Webb
Watching:

A tour of the user interface


From:

Up and Running with Office 365

with David Rivers

Video: A tour of the user interface

Just before we take a tour of the Office 365 user interface and get comfortable in our surroundings, if you want to follow along with me, obviously you'll need to subscribe to Office 365. Now, if you are not sure about whether or not this is for you, there are free trials for many of the different versions, or packages available to you, so let's a look now. Here at office.microsoft.com, looking at the homepage, you'll see a Try it today link here for Office 365. Now this is for business. If we go to PRODUCTS and scroll down a little bit, you'll notice that we have Try it now links for Home users, their Small Business, even for Midsize Businesses.

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Up and Running with Office 365
2h 11m Appropriate for all May 16, 2013

Viewers: in countries Watching now:

Get started using Office 365, the Microsoft hosted collaboration and productivity suite that allows businesses and teams to email, collaborate on documents, and share calendars. Author David Rivers tours the subscription service, showing how to administer user accounts; share and collaborate with a team site; and manage mail, contacts, and calendars with the Outlook web app. The course also explains how to connect with colleagues using the instant messaging and social media features.

Topics include:
  • What is Office 365?
  • Choosing the right plan
  • Defining and adding users
  • Uploading files to the cloud with SkyDrive
  • Viewing and editing your website
  • Sending and receiving email
  • Importing contacts into Outlook Web App (OWA)
  • Managing tasks
  • Creating documents on a team site
  • Adding web parts to a page
  • Sending instant messages
  • Setting up newsfeeds
Subjects:
Business Computer Skills (Mac) Computer Skills (Windows) Email Spreadsheets Word Processing
Software:
Office 365
Author:
David Rivers

A tour of the user interface

Just before we take a tour of the Office 365 user interface and get comfortable in our surroundings, if you want to follow along with me, obviously you'll need to subscribe to Office 365. Now, if you are not sure about whether or not this is for you, there are free trials for many of the different versions, or packages available to you, so let's a look now. Here at office.microsoft.com, looking at the homepage, you'll see a Try it today link here for Office 365. Now this is for business. If we go to PRODUCTS and scroll down a little bit, you'll notice that we have Try it now links for Home users, their Small Business, even for Midsize Businesses.

But even further, if you were to go to be Compare options link, you'll be able to see exactly what you're getting in that free trial. For example, I've already subscribed to the Small-Business trial. If we go to Compare options, you'll see there are many different options for Small Business. The pricing we see at the time of this recording is of course always subject to change. Abd the one that offers a Free trial, is this one right here, Office 365 Small Business Premium. So that's what I'm going to be using. As you scroll down, you can see all of the things you get with that type of subscription.

So with the one-month trial, it gives you good opportunity to try it out, see if it's right for you. You can also sign in directly from here, once you've actually created your account. Clicking Sign in gives you a couple of options your Microsoft account, or your Organizational account. So, if you set it up for an organization like a small business you could go here, and that will take you to the login screen. I would create a shortcut to this screen that would allow you to log in or sign in at any time. Now, you might not see an actual account or User ID here, and if that's the case, you're looking at a user ID field that's blank, along with a password field.

But as you create your user IDs, it will be remembered if you choose the Remember me checkbox. That means going forward, you can show your saved user IDs, select the right one, and just click Sign in. All you'll need is your password. When you click Sign in you're taken to your Home page. Now remember, the first person to set up Office 365 is the administrator. You're automatically given administrator privileges. So, the first thing you're going to see here is our Getting started pane, and across the top you will notice in the top-left corner an Office365 link.

Clicking this will always take you to office.com, right to the homepage. We also have links across the top for going to Outlook, or Calendar, People, Newsfeeds, SkyDrive, Sites, and you'll also see, if you're the administrator, an Admin link. You notice that that's where were taken to automatically when we sign in. You will see that little arrow pointing up, just below admin. You'll also see help: for example Get right to work check email, schedule meetings, et cetera, and you can see that involves SkyDrive. You can close these balloons up if you don't want them.

And in fact, when you go down to the Getting started pane here that shows up in blue, you can start creating an email address for yourself, customizing your Office 365 email to your own company email. There are some collaboration options to be set up, your public website that comes with your free trial, as well as software for downloading the latest version of Office and other desktop, phone, and tablet apps. If you don't care to see, this there is a Hide the Getting started pane. Now going forward this is really what you're going to see as the administrator.

You'll see sections here like service settings. Here is where we go to set up email, calendar, and contacts, as well as sites and document sharing. There is instant messaging, meetings, and conferencing, and mobile access. Now as we move through the various lessons and chapters in this title, we will be going to things like adding users and resetting passwords. You'll see licenses as well, where we can manage and purchase additional licenses if we want. With this particular free trial we get 10 licenses. One is taken up by ourselves, but then we have nine more in this particular trial where we can set up licenses for nine additional users.

Also domains where we can manage our website and our email domains, and we can see down below service status, support, and setup, which has a link to take us back to that Getting started pane if you want it back. Ao at anytime give it a click and you're back here. What you're going to see are wizard- driven step-by-step instructions for setting up each of the various sections like email, collaboration, your website, and so on. As you go across the top here as well, you'll notice we can go directly to our Outlook by clicking Outlook.

That will take you to another page, and you'll be using the Outlook Web App in this case. From here, you'll notice that we have a setup for our own email. We have a pane that shows us a list of our messages, and any message that is selected is displayed over here on the right-hand side. Same thing if we go to Calendar. We will be looking at our own Calendar. And your users will have their own Outlook, Calendar, People links etc. The only thing that users won't have, if you don't set them up as administrators, is this Admin link.

So, we go back to Admin, at any time we can come here to set up new users, create email addresses for our users, licensing, et cetera. Also, from your own name dropdown you can sign out at any time. It's recommended of course if you're going to be leaving your computer to sign out. And then there are settings you can access as well by clicking this little cog icon for Office 365 settings. Click the link and you will getting into more specific settings for yourself, for software, changing your password, et cetera.

I am going to go back to Admin. So, that's a quick tour of the user interface and the various areas that you can access as an administrator, and as a regular user. The very first thing you're going to do as an administrator is begin to set up new users and their emails. We will talk about that next.

Find answers to the most frequently asked questions about Up and Running with Office 365.


Expand all | Collapse all
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Q: Where did the Save button go? How do I update the files I’m editing?
A: All files are now automatically updated/saved on the fly while editing, so there’s no need to save manually. Hence the absence of the Save button.
Q: How do I rename my Excel workbook or PowerPoint presentation?
A: Click the name of the file in the title bar and edit it there.
Q: I can’t see my headers and footers.  How do I edit them in Word?
A: Go to the Insert tab, and click Header & Footer.  Any existing data will appear and can be edited.
Q: Where is Track Changes in the web apps?
A:  That functionality is not yet available.  You can open your file in the desktop app to use that feature and then continue to work on it in the web app without losing the Track Changes information.
 
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