Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member

A tour of the user interface

From: Up and Running with Office 365

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.

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.

Show transcript

This video is part of

Image for Up and Running with Office 365
Up and Running with Office 365

29 video lessons · 10316 viewers

David Rivers
Author

 

Start learning today

Get unlimited access to all courses for just $25/month.

Become a member
Sometimes @lynda teaches me how to use a program and sometimes Lynda.com changes my life forever. @JosefShutter
@lynda lynda.com is an absolute life saver when it comes to learning todays software. Definitely recommend it! #higherlearning @Michael_Caraway
@lynda The best thing online! Your database of courses is great! To the mark and very helpful. Thanks! @ru22more
Got to create something yesterday I never thought I could do. #thanks @lynda @Ngventurella
I really do love @lynda as a learning platform. Never stop learning and developing, it’s probably our greatest gift as a species! @soundslikedavid
@lynda just subscribed to lynda.com all I can say its brilliant join now trust me @ButchSamurai
@lynda is an awesome resource. The membership is priceless if you take advantage of it. @diabetic_techie
One of the best decision I made this year. Buy a 1yr subscription to @lynda @cybercaptive
guys lynda.com (@lynda) is the best. So far I’ve learned Java, principles of OO programming, and now learning about MS project @lucasmitchell
Signed back up to @lynda dot com. I’ve missed it!! Proper geeking out right now! #timetolearn #geek @JayGodbold
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Join now "Already a member? Log in

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed Up and Running with Office 365.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Your file was successfully uploaded.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.