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

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

4. 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 Email 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

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

6. Agenda

7. Add an Email Account

8. Add Email 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.

9. Add Email Account Select the Outlook Web App

10. Add Email 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.

11. Add Email Account to Outlook

15. Autodiscov er

16. Add Email Account to Outlook

17. Add Email Account to Outlook (Manual)

19. Outlook.office365.co m Click through to the end

20. Add Email Account to Outlook Success! Finish or Add another Account

21. Add Email 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

22. Add Email 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

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

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

25. Copy / Move Email Items to New Account

26. Transferring Your Email to Office 365 1.You need to get your email and calendar items from your “old” email account into Office 365 2.We use a software tool that copies data into Office 365 3.Software tool doesn’t make any mistakes Best Practice – Get a Partner like LucidPointe to Manage the Migration

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

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

29. Transferring Your Email to Office 365 See the Folder you selected

30. Transferring Your Email to Office 365 See the Folder you selected Scroll to the destination email account

31. Transferring Your Email to Office 365 See the Folder you selected Scroll to the destination email account Click OK Repeat for each folder of emails

32. Transferring Your Email to Office 365 1.Go to Folder For Standard Folders (Inbox, Deleted, etc.)

33. Transferring Your Email to Office 365 1.Go to Folder 2.Select All ( ctl + A) For Standard Folders (Inbox, Deleted, etc.)

34. Transferring Your Email to Office 365 1.Go to Folder 2.Select All ( ctl + A) 3.Drag to Destination Folder For Standard Folders (Inbox, Deleted, etc.)

35. Transferring Calendar & Contacts to Office 365 1.Go to View 2.Change View 3.List View

36. Transferring Calendar & Contacts to Office 365 4.Select All

37. Transferring Calendar & Contacts to Office 365 5.Drag to the new Calendar location

38. Sync with OneDrive for Business

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

40. (another place to find your apps)

41. (Another Place to find Your Apps)

42. Sync with OneDrive for Business

47. Copy Files to OneDrive for Business

48. Upload to OneDrive for Business

49. Select File or Files Click “Open”

50. Upload to OneDrive for Business

51. Open Two Windows Explorer Windows

52. Open one to Source, other to OneDrive

53. Select Grouping of Files

54. Copy (or Drag) into OneDrive

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

56. Upload to OneDrive for Business 1.Some forbidden file name characters ( / \ : * ? “ | # % ) a.Okay in Windows, but not Office 365 2.Max file size – 10 GB 3.OneDrive Storage Limit – right now, 1TB. In 2015, unlimited.

57. 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

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

59. 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

60. 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

61. 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

62. Set Up Microsoft Lync

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

64. Settings Add Contacts

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

66. Chat/IM

67. Audio Call

68. Video Call

69. Presentation Options Desktop Program PowerPoint White Board Poll Q&A

70. Add People to Conversation

71. 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: http://lucidpointe.advisorproducts.com