Microsoft Office 365 x Start Here Robert Clark, LucidPointe January 27, 2015 Advisors4Advisors Office 365 Webinar Series

Plus Business- Class HD Video Conferencing File Sharing Anywhere Access Simple IT Managemen t Financially- Backed SLA Technical Support Office Desktop Apps Office Web Apps Office Mobile

o Microsoft manages the servers for you o Keep the control you want o All services work together o No servers to set up Business- Class File Sharing Anywhere Access Simple IT Management Financially- Backed SLA Technic al Support Full Office HD Video Conferencing o Office is always up-to-date o Use Office on 5 devices/user o Everything you need in one place, across all devices o Sync files to devices for offline viewing and editing

Exchange Online Business- Class File Sharing HD Video Conferencing SharePoint Online Lync Online

Agenda

Add an Account

Add Account Tip: Have the new user log in to Office 365 (login.microsoftonline.c om) If this is their first login, they will be prompted to change their password.

Add Account Select the Outlook Web App

Add Account When users first login to the Outlook Web App (OWA), they will need to select the Language & Time Zone. After completing the login to OWA, proceed to add the account to Outlook.

Add Account to Outlook

Autodiscov er

Add Account to Outlook

Add Account to Outlook (Manual)

Outlook.office365.co m Click through to the end

Add Account to Outlook Success! Finish or Add another Account

Add Account to iPhone Account Type = Exchange ActiveSync 1.Tap Settings > Mail, Contacts, Calendars > Add Account > Microsoft Exchange 2.Enter Information as shown on right 3.Tap Next 4.Device will Autodiscover / connect

Add Account to iPhone If AutoDiscover fails, 1.Enter Information as shown on right 2.Server = outlook.office365.com 3.Leave Domain blank 4.Tap Next when done

Add Account to iPhone 1.Select Items to Synchronize 2.Tap Save when done

Add Account to Android 1.Menu > Settings or Apps > Settings 2.Accounts 3.Add Account 4.Select Microsoft Exchange ActiveSync 5.Enter address and password 6.Tap Next (AutoDiscover) 7.If fails, remember server name is outlook.office365.com Many, Many Variations of the Android OS

Copy / Move Items to New Account

Transferring Your to Office You need to get your and calendar items from your “old” account into Office We use a software tool that copies data into Office Software tool doesn’t make any mistakes Best Practice – Get a Partner like LucidPointe to Manage the Migration

Transferring Your to Office 365 Add both the “old” and the new Office 365 accounts into Outlook New Office 365 Account “Old” Account

Transferring Your to Office 365 Right Click on the Folder to Copy Select Copy Folder For Folders You Created

Transferring Your to Office 365 See the Folder you selected

Transferring Your to Office 365 See the Folder you selected Scroll to the destination account

Transferring Your to Office 365 See the Folder you selected Scroll to the destination account Click OK Repeat for each folder of s

Transferring Your to Office Go to Folder For Standard Folders (Inbox, Deleted, etc.)

Transferring Your to Office Go to Folder 2.Select All ( ctl + A) For Standard Folders (Inbox, Deleted, etc.)

Transferring Your to Office Go to Folder 2.Select All ( ctl + A) 3.Drag to Destination Folder For Standard Folders (Inbox, Deleted, etc.)

Transferring Calendar & Contacts to Office Go to View 2.Change View 3.List View

Transferring Calendar & Contacts to Office Select All

Transferring Calendar & Contacts to Office Drag to the new Calendar location

Sync with OneDrive for Business

Login to the Office 365 portal (login.microsoftonline.com ) Click/Tap OneDrive

(another place to find your apps)

(Another Place to find Your Apps)

Sync with OneDrive for Business

Copy Files to OneDrive for Business

Upload to OneDrive for Business

Select File or Files Click “Open”

Upload to OneDrive for Business

Open Two Windows Explorer Windows

Open one to Source, other to OneDrive

Select Grouping of Files

Copy (or Drag) into OneDrive

What’s Actually Happening On Local Computer Sync to Cloud (OneDrive for Business)

Upload to OneDrive for Business 1.Some forbidden file name characters ( / \ : * ? “ | # % ) a.Okay in Windows, but not Office Max file size – 10 GB 3.OneDrive Storage Limit – right now, 1TB. In 2015, unlimited.

Upload to OneDrive for Business 4.Max # files in OneDrive main library – 20,000 a.5,000 in other libraries 5.Max # characters in Path = 256 a.Path includes site+directory+subdirectory+folder+filename 6.Folder named “forms” cannot be in root of OneDrive list or library

Best Practices for Upload to OneDrive for Business 1.Plan Ahead a.Know how may files you have b.Opportunity for weeding

Best Practices for Upload to OneDrive for Business 2.Move a few hundred files at a time a.Small batches are easier to correct if file name issues b.If sync freezes or fails, you can still access other files while you correct issue with small batch c.Shorter sync time for small batches

Best Practices for Upload to OneDrive for Business 3.Look inside folders before moving a.Okay to move folder-level if only a few hundred files b.Avoid moving multiple-folder batches unless each hold relatively few files

Best Practices for Upload to OneDrive for Business 4.Consider your bandwidth a.Stagger uploads on same connection b.Avoid watching videos or streaming audio while uploading

Set Up Microsoft Lync

Lync = Communications Tool Chat / Instant Message Audio Calls through Computer Video Calls through Computer Screen Sharing White Board Multiple Attendees (Conferencing)

Settings Add Contacts

Presence Green = At Computer, Working Yellow = Logged In, Idle Red = Calendar Busy

Chat/IM

Audio Call

Video Call

Presentation Options Desktop Program PowerPoint White Board Poll Q&A

Add People to Conversation

Wrap Up Microsoft Office 365 – powerful software usually managed by IT pros Contact us if you are interested in Office 365 for your firm Sign Up for the rest of the Office 365 webinar series at: