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Configure Office 365

How to Get Started with Office 365

February 2, 2017 by Boost IT

If you or someone from your company recently signed up for Office 365, that’s great. You now have many tools and features at your fingertips for multiple devices. With Office 365, there are new, easy  ways to work from your phone, tablet, desktop, or laptop Mac or PC. Here’s how you start.

Getting Started

Unlike software that gets installed on one device, like your desktop, Office 365 is accessible on all your devices so your work goes everywhere you go for easy access, resource sharing, data storage, and more. Have your IT professional install it on your PC, laptop, tablet, and cellphone. Or if you are installing it yourself, you’ll get a welcome email with a user ID and password. Go to the link at portal.office.com to sign in. With your first sign-in, change your password. You’ll be directed to the home page where you will find the installation for the Microsoft Office Suite, if your plan includes this. Install the Office software applications on your PC for the latest versions in Word, Excel, Power Point, etc. You will also want to configure Office 365 on your other devices. Refer to our instructional articles on Configure Office 365 on Android and Configure Office 365 on iPhone / iPad for assistance.

The First Days

When you get started with Office 365, you will be able to begin working on documents, increase collaboration, and improve communication from anywhere. We highly suggest you familiarize yourself with the tools and features. There are many helpful articles and videos provided directly from Microsoft. Here is an overview of three of the basics.

Outlook

Keeping on the go is easier when you use email and the calendar in Outlook. To begin, import your emails and contacts from your current email system. The method for importing will depend on whether you are using Gmail, Yahoo, Outlook.com, or another email system. Refer to Microsoft’s migration instructions here or contact Boost IT for assistance in migrating your Exchange Server or from your old email provider. Migrations can be done remotely and easily. A great benefit to help you stay productive is your ability to connect with multiple accounts in the same place. You’ll need to setup Outlook Web App. The app will also help you quickly and easily manage your Office 365 calendar so you can share and view multiple calendars and they stay in sync on all devices automatically.

OneDrive

OneDrive offers cloud storage, secure files, and easy access from multiple devices from almost anywhere. It’s easy to save your documents in OneDrive and they are in sync on all devices all the time. Simple select OneDrive as your drive option when saving files from your email, Word, Excel, or other Office Suite. You can also let people you collaborate with see and edit your documents in real-time via sharing. To share a file you are working on in the Microsoft Office Suite, save it in OneDrive first and then go to File and select Share.

Skype for Business

Skype for Business lets you stay in touch with coworkers, vendors, and clients through features such as IM, conferences, phone calls, and meetings. To access, you will use the same name and user ID as in your Office 365 login. If you installed the Microsoft Office Suite, then Skype was included in the download. From here, you can open it and start running more effective meetings. For a personal touch, use the video features. To share documents during your call, use the presentation features.

For assistance on migrating to Office 365, Boost IT offers support plans that are ideal for your business. For example, we can help move your Exchange Server into your subscription and expertly manage your hardware, software licensing, updates, and maintenance with our Office 365 business premium services. For information, contact us at 404-865-1289.

Filed Under: Cloud, File Sync & Share, How To Tagged With: Configure Office 365, Get Started with Office 365, migrating to Office 365, Office 365, OneDrive

How to Become an Office 365 Champion

January 21, 2017 by Boost IT

It’s a new year and many people are resolving to be more productive in 2017. One way to do this is to be an Office 365 champion. Resolve to learn all you can about the technology. We’re not only talking about integrating it into your current workflow. We’re talking about making an all-out commitment to use it to maximize your productivity. Get more work done in less time.

1. Go beyond the basics

Many companies have made the switch to Office 365. If your company has migrated, they might have included training where you learn about storing and syncing data, using the calendar, running effective meetings in Skype, etc. This gives you the basics with an abundance of tools and features. Learn how to use them. Take this training further by mastering the basics and finding new ways to use the tools for better results. Understand that everyone is different and how you utilize the tools will be based on your specific needs and habits. Be creative in how you can improve your habits with the tools provided.

2. Explore the many features

Documents easily convert and once converted you’ll find features to help you use and share those documents in creative ways. There are many features, but don’t look at them as overkill. With so many, you can do some amazing things quicker and easier. Think of the many features as opportunities to be more productive. For example, discover clutter in Outlook and how it helps to sort low priority messages. Yes, you will need to spend some time on the front end with learning about the features and testing them out, but on the back end you will be able to save time so you can concentrate on what you do best.

3. Use features to stick to resolutions

Don’t forget about your New Year’s resolutions. Find ways to stick to those resolutions. This might require changing behaviors to improve, and many of the features in Office 365 can help you do just that! While you’ll love the bells and whistles of the new technology, using it is more about enhancing your productivity and workflow. Instead of looking at the cool features and how to fit them into your work, think about what you can use in your work to be more productive and search out the specific tools in Office 365. For example, if you want to stop being overwhelmed with email, check out sweep in Outlook. With sweep, you can quickly clean up unwanted emails in your mailbox. And to improve your task management, look deeper into integrating OneNote with Outlook for an effective project management tool. OneNote is also an awesome way to move your notes from paper to digital form so that they are searchable, always at your fingertips, and on your computer and phone. No more getting out the laptop to enter notes, just open OneNote on your mobile phone.

4. Keep up with the training

Stay on top of your game by continuously learning about the many tools and features. To be a champion you want to learn all the ins and outs. The Microsoft Office Training Center has many videos. There will always be more training as you discover additional features and find the need for other tools that increase your productivity, but by being proactive in your learning, you’ll be the ideal team player. You’ll be able to lead by example and help your peers as you master setting, tracking and measuring goals, communicating with your team, and sharing files with ease!

Migrating to Office 365 is a great choice for most businesses and Boost IT has perfected the migration with zero downtime. And if you need assistance configuring it on your device, see our how-to instructional articles on Configure Office 365 on Android and Configure Office 365 on iPhone / iPad.

Filed Under: How To Tagged With: Configure Office 365, Office 365 Tools, productivity

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