Office 365 for the Real World Webinar

Office 365 for the Real World Webinar

Office 365 for the Real World Webinar

Have you ever wondered how other businesses utilise their business software? The Office 365 suite offers so much capability in powering up your business with a great range of tools available, sometimes all it takes is to have a wider knowledge on how to utilise them. Watch our webinar replay to see how other businesses are using Office 365 to reduce costs and increase efficiency.

In this webinar, Mia McIntyre talks about case studies of real businesses who efficiently make their existing Office 365 tools work for their organization, rather than having to pay for external subscriptions and remember multiple logins. Have a watch of the replay, and there are further notes below.

How Other Businesses are Using Office 365

File Storage and Sharing

Company: Sovereign Property Development

  • Property Development Firm
  • 15 staff and growing
  • Were paying Monthly or Annual payments for Dropbox accounts

Having to share files throughout the team and to external parties can be a tough job and an expensive one too. However, Microsoft’s solution to this is Sharepoint (for business files) and OneDrive (for personal files). These tools only require a single log in and let you efficiently and securely store, manage and share your files in the cloud, through to the organisation and to external people.


A lot of people get confused with the functionality of these two tools. They are both cloud storage options and are very efficient with file sharing but their difference lies on their purpose:


  • This is where business data is stored
  • It lets you choose who has access to the data
  • It is a single source of truth – only one true document, rather than multiple versions


  • Can be an alternative to your internal hard drive storage (Local Disk C:)
  • Can be automatically synced to your local storage


Feedback Forms and Surveys

Company: Healthy Helpers

  • Health Consultancy
  • A team of 42
  • Uses a paid SurveyMonkey subscription to send feedback forms to clients and exports results into Excel

When it comes to capturing feedback from our clients, the Office 365 solution is Forms, with the additional functionality of Microsoft Flow to export the data into other programs. These apps are already included in your Office365 suite.



  • Simplified form creator
  • Offers Anonymous feedback


  • Automation tool
  • Captures form information to bring into another environment (e.g email, newsletter, document, etc.)


Managing Tasks

Company: Good Change

  • Not-for-profit organisation
  • Many volunteers and staff
  • Currently uses Trello to track team tasks

When it comes to task management, there are a lot of tools that stand out and there is one in your Office 365 suite. It can be a headache to set up a new account to track the tasks of a fresh employee onboard but Office 365 has a solution –that is Planner. With a single login, you eliminate the risk of forgotten login details. Planner uses Kanban methodology that helps provide an easy and intuitive view of your tasks.



  • Manage and Monitor Tasks for the Team
  • Assign and track tasks of team
  • Collaborate tasks with the team


Education and How-to Documents

Company: Moving Forward Logistics

  • Logistics firm
  • Onshore and Offshore staff
  • Struggling to manage onboarding with regards to training

In an organisation that is rapidly growing, it is vital to keep track of company systems and processes and enable new staff to be onboarded easily. Office 365 offers Stream and Sharepoint to keep track of these systems easier. Sharepoint lets you store and manage your content to share with whomever you want, so it’s a great place to store company procedures and other documentation. Having Stream is simply like having Youtube exclusively for your business, which means that it is well suited for recording and storing training videos for your team.



Managing Communication and Meetings

Company: Change Solutions

  • Consulting Firm
  • Global staff
  • Currently using paid Slack for communication, meetings and sending files

How many of us are using paid meeting tools? What if there is another option that won’t cost you an extra buck? We’re talking about Microsoft Teams here, which allows you to either internally or externally set meetings and communicate with the people in your organization. Another good thing is that it is fully integrated to the rest of your Office 365 tools so all your data, such as files, chat conversations, plans and videos, is fully accessible within Teams.


Microsoft Teams

  • Schedule Meetings for video or audio calls
  • Record video and audio during meetings and save to Stream
  • Create Teams where you can communicate as a group chat
  • Connects to Sharepoint so data is integrated


Simple Application and Automation

Company: Home Helpers

  • Carers Agency
  • 20 carers
  • Quoted $50,000 to get various apps for logging job information

Who would’ve thought that a simple process of trying to know when carers clock in or clock out could cost so much? Having to plan and build an application from scratch is a long process and by the time they’re done, they might not be as flexible to the changes in processes and technology as they should be. Microsoft provides a solution for this –Powerapps and Flow. With Powerapps, you can create form-style apps that can integrate with Flow for actions. And this is cost-effective and adaptable to your future changes.



  • Create simple business apps using templates and point-and-click design
  • Easily connect your app to data and use Excel-like expressions to easily add logic.
  • Publish your app to the web, iOS, Android, and Windows 10.


  • Create action from the Powerapp


What is an Online Environment?

Put simply, “because it’s online, it’s essentially like Googling your files” (Mia McIntyre). In a modern world of IoE, it’s no surprise that it also influences how the modern work environments are set. Nowadays, you can access the whole lot of your organisation’s documents, files, processes and even teams in just one click of a mouse.

You can create a company dashboard that has your Vision, Mission and Values plus anything you might be needing for your team. It’s endless what you can do, just limited to your imagination!



Webinar Q&A

Q: Does Forms offer an option for anonymous feedback?

A: Absolutely. There are two options in creating forms, a) create an anonymous form; b) shows your Office365 login


Q: Do volunteers need a paid Office365 account on your domain to access Teams and Planner?

A: You can have external users in those environments but, Microsoft is still a money-making business so even if it can be done, some features may be unavailable. Security-wise, no one can anonymously access the account randomly therefore, it still requires an active log in.


Q: With Teams Meetings, do all attendees need to have Teams set up or can their Skype for Business link into the Teams conference call?

A: Yes, it’s linked at the moment but, remember that Skype for Business is being discontinued in the future so you can’t guarantee the experience.


Q: Is Teams a practical, direct replacement for Skype for Business or should they co-exist?

A: The change management plan is to completely replace Skype for Business with Teams.


Q: Can OneNote be used with Flow?

A: You can connect documentation in OneNote with Flow but, it would be a lot of setup. Our advice would be to capture your information in Powerapps by Forms not in OneNote.


Q: What can you recommend as alternative to Microsoft Project?

A: There is no clean replacement for it.


Q: Where does Outlook Customer Manager fit into all this?

A: Customer Manager is a plugin that you get from a business premium account. It is tied into everything. A plugin that sits in Outlook that allows you to capture information around a client based on their email address.

Now that you can see how other businesses are using Office 365, you must be filled with ideas on how to improve the utilisation of your own Office365 business tools. Were all your questions answered? If you do have additional questions or points that weren’t discussed in this webinar, we’d be happy to have a conversation with you.


Want an assessment on how you can power up your Office 365 usage? Talk to us today to see if our Power Up Package is right for you.

New Ways with Office 365: webinar

By choosing to leverage the power and flexibility of Microsoft Office 365, your business is in fine company. Many of the most successful businesses in the world (and locally in your industry) are reaping the rewards of having made the same decision.

But the big question is – are you getting the most out of your Office 365 subscription? Many organizations take the step into Office 365 to move their email to the cloud, which is great, but then fail to take advantage of all the other amazing stuff that Office 365 has to offer. And it has so much to offer.

That is why we decided to run our ‘New Ways with Office 365’ webinar, to give you a rundown on all the latest features available in Office 365. If you weren’t able to attend the webinar, here is a video of the replay:

Here’s a recap of what is discussed in the webinar:

What is Office 365?

Office 365is a Microsoft brand used to describe a suite of software programs, the most well known of which are probably Word, Excel, Powerpoint and Outlook.

Historically, we would have purchased a ‘perpetual license’ to own a copy of a particular version of the Office software to be installed onto our servers and computers inside our offices. These days, Office 365 is a cloud based subscription, whereby we pay a monthly fee to access these applications. Because the programs are web based, they are continuously being updated behind the scenes and we will always have access to the latest versions and updates of the Office software for as long as we pay for the subscription.

Most people have their first contact with the Office 365 suite through email, using the Outlook software, and are familiar with Word, Excel and Powerpoint. Perhaps you also regularly use Sharepoint and Skype for Business. Today we’d like to focus on the less well-known features of Office 365.

App Launcher and Web Versions of Office 365 Applications

From your Office 365 web portal, you can quickly access any of the web versions of the Office applications through the ‘App Launcher’. Click on the button on the top left of the Office 365 portal which shows a grid of dots and you can choose from a list of applications.


If you click on the three dots to the right of the application name, you can choose to open the application in a new tab or ‘learn more’ about the application.


Some of the web versions of the Office programs have slightly less functionality than the full desktop versions, but they are very useable and can be good for making quick changes when out of the office.

Web version of Microsoft word

Mobile Apps



Many of the Office 365 programs have native mobile apps. Because they have been designed to use on a mobile device, the user interface will be different to that available on the desktop version and the features more simplistic. However, they can be really handy if we need to open an Office document to make last minute changes while out of the office. As well as the more well known programs such as Word and Excel, you’ll find handy apps like Office Lens. These apps are available on the App store for iPhone and Google Play for Android.



Sharepoint has improved in leaps and bounds in recent times. Once only used in the ‘big end of town’ recent improvements have made Sharepoint much more accessible and appealing to smaller organisations.

Microsoft has invested in the ‘Sharepoint Modern Interface’, making Sharepoint now responsive when used on various mobile devices, much more user friendly and feature rich. Simple things like moving a file between folders had been ridiculously hard, but now can be completed in the click of a button.

As an example of Sharepoint’s capabilities, many organisations using Sharepoint now no longer need a file server, as all file storage for the organisation is in the cloud. Communication sites can be set up as a method of communicating internally. As well as being attractive and easy to use, they are also easy to manage on the back end.

If you have looked at Sharepoint in the past and decided it didn’t meet your needs, it is worth revisiting and assessing Sharepoint again in its current form.


Microsoft Flow is similar to programs such as Zapier and Ift, which enables multiple separate applications to be connected. For example, a set of rules and triggers can be set up in Flow so that attachments on an Outlook email will automatically be saved into a folder in OneDrive. It’s not limited to Microsoft programs – Flow will enable integrations between a large number of external programs, such as Facebook or Twitter, as well.


We personally use Flow to connect our company CRM (ConnectWise) to Hubspot, which manages our marketing automation. Ben uses Flow to set up ‘notes to self’ within Outlook without actually opening the Outlook app.


Microsoft Bookings simplifies how customers book and schedule appointments through a web based interface. Using a customisable web page, it shows clients and prospects the available dates, times, services and consultants and allows them to book, change and cancel the booking themselves. The application can also send reminders, and has a direct integration with Outlook calendars.


We all know what a form is – a series of fields in which we enter information. Microsoft Forms enables us to create electronic forms and send to people to capture information. For example, maybe you want to survey your clients or staff. We use Microsoft Forms in our business to check-in items for repair into our Workshop. With Forms, we can create basic forms, or make them a little more complicated with conditional fields. Forms easily integrate with the other Office applications, or you could use Flow to setup an integration with an external program.



Based on a Kanban method of task management, Planner works in a similar way to web based programs like Trello. It’s not a project management program (like Microsoft Project), but a way of organising tasks within an organisation or department. Task details are entered in a card, and the card can be moved between lists/buckets. The tasks can be colour coded, categorised, allocated a due date and a team member. With the ability to use across multiple devices and email notifications, Planner is a great way to visually keep track of where everyone in the team is up to on a particular job.


Microsoft StaffHub is designed to enable employees to manage and schedule rosters. The app can be installed on a mobile device, so even staff without access to a computer can utilise the features of StaffHub. Using the app, staff can read company announcements and communicate with other employees, swap shifts on rosters, and access training and onboarding information.



Like a corporate version of YouTube, Microsoft Stream is a secure video library for use within your organisation. These days, we’ve all realised the value of video as an extremely powerful knowledge transfer tool and it’s becoming a dominant form of content on the internet. Stream allows you to easily upload videos to a secure site, then categorise and present the video content and it’s great for keeping a library of team training videos and shared knowledge. At Grassroots IT, we use it as part of our onboarding process, with a video to welcome each of our new employees. We have an array of training videos, some quick how-to clips and recordings of some long, indepth training sessions with external consultants. It can be really beneficial to use the training videos to then create a written procedure. It’s very easy to create videos these days – most of ours are just created with an iPhone or a screen recording using SnagIt.


These days, many work teams (including ours) cross geographical locations and culturesMicrosoft Teams is a program designed to help collaboration between team members even if they aren’t working from the same office using various features, including text chat, calls, and virtual meetings, as well as shared file storage, and integration with Planner, Skype for Business, Sharepoint and other Office 365 programs. At this stage, the Teams program feels a bit “version 1” but we have no doubt it will evolve in the near future and become a really useful tool as it evolves. If nothing else, if you don’t yet use chat software (such as Slack) it might be worth giving the chat function on Teams a go as a starting point.

Power BI

While we all have plenty of data in our organisations, it’s not particularly useful unless the data is transformed into information and business intelligence from which we can make informed business decisions. Power BI creates a visual representation of information based on one or more data sources. For example, you could bring in information from your financial software, such as Xero, and combine in with data from your email marketing software, such as Mailchimp, and create a map which highlights all your clients by location, spend and by degree of engagement with your marketing, so you can get a deeper insight into where your most profitable customers are coming from. While it can be a little more complicated than the other programs mentioned, Power BI can be an extremely powerful tool and is well worth investigating. There are some good tutorials online to help you gain a better understanding of it.


Power Apps

PowerApps allow for the rapid development of custom business applications with little to no coding. This is more for internal use within your organisation, rather than something for your clients or to sell (and make a billion dollars ;)). The apps can be delivered through a web page or a native app and can integrate with the Office 365 suite, as well as non-Microsoft custom applications that you may use in your business. One way we could use PowerApps at Grassroots IT would be to use the workshop form (as mentioned above in the Forms section), use our mobile phone to scan the QR code and scan the equipment, then automatically bring in information about the equipment from third party vendors, such as HP or Dell.

Webinar Questions

We had some great questions from the audience during our webinar. Here are a few Q&As we discussed:

Q: Would Flow work to import orders from customers onto our own database?

A: Hi, as long as there are integrations for the database that may be possible. There is quite an extensive list of systems that you can use with Flow these days

Q: Can people attach documents to the response in Forms?

A: Microsoft are currently working on the ability to upload document, images etc to Form responses.

Q: Is Stream the same as Sway?

A: Stream and Sway are slightly different animals. Sway is designed as a tool to make it simple to combine text and media to make a presentable website, whereas Stream really is a secure, corporate YouTube style of product. You can import your video from stream into your Sway presentations though!

Q: Can Power BI views developed, for example, by a finance team be served up to certain users based on their role in the organisation?

A: Yes. There is some good control in permissions with relation with how you can control access to PowerBI presentations.

Q: Can some of these Office 365 apps be also used by staff who do not have office 365 license? i.e. if someone has the old-school desktop license?

A: For staff to access these apps, they will need valid Office 365 licence and it would depend on what form of Office license they have. However, this may depend on the circumstances – for example, if you create a form in MS Forms, other people will be able to view your form, even if they’re not an Office 365 user.

Q: Does Office 365 have an effective CRM app or is it spread across a number of apps?

A: Microsoft Dynamics CRM is their dedicated CRM product. It can be purchased as stand alone subscription, but it integrates with the Office 365 suite (and it is being brought into the Office 365 model). It is a big and full featured service, so you would need to bring in an implementation specialist to ensure you get it right. Coming down a level, Microsoft Outlook does have a CRM module that you can use.

Q: Hi, after just upgrading to business 365, can I integrate my old 365 account?

A: We’re going to give you a cautious “yes” to this question, but it’s probably best to send through specific details so that we can ensure the integration is done correctly and you don’t lose any data.

Q: I bought my Office 365 subscription through GoDaddy. Does this mean access to certain apps would be limited?

A: You may need to check exactly which type of Office 365 subscription you have, as there are different plans available and they will include different applications.


We hope you were able to learn about some the latest features of Office 365. Are you making the most of your Office 365 subscription? Download our checklist to see how many of the latest features you are utilising.


If you need any help working out how best to use Office 365 in your organisation, make a time with our Client Success Manager for a free half hour consultation.

Creating Effective Sharepoint document library

How to Design the Most Effective Sharepoint Document Library

With recent updates from Microsoft, we’re seeing increased enthusiasm from clients wanting to either adopt, or increase their use of SharePoint Online for document storage and collaboration. The recent release of the new Onedrive for Business sync client has also remove one of the last remaining roadblocks for a number of organisations (ie: because it now actually works properly!).  

When moving from traditional ‘shared folder’ type file storage to SharePoint, the new concept of Document Libraries is introduced. One way to think of a Document Library is simply as a top level folder under which  you can create sub-folders for document storage.  

For some people, the instinct will be to create a single Document Library to replace the older shared folder, and dump all existing content across to that in exactly the same structure as it was. From a technical perspective, there’s nothing stopping you from doing this, however it’s generally not the most effective approach to using SharePoint and Document Libraries.  

Instead, I’d encourage you to take a step back, and consider more about the content that you’re looking to put into your document libraries, and how you might want to work with it. For example, if you need to secure some of your data to only a subset of users (eg: payroll details) then you may be better off creating a document library just for Payroll.  

If you intend to use the Onedrive sync clien to syncronise your document library content to your local computer (which is quite common) then by separating your content into separate document libraries you can choose which content to syncronise without having to syncronise absolutely everything.  

Here is a simple decision chart to help you get started in thinking more about the structure of your SharePoint Document Libraries. If you would like more help with this, please let us know and we’re happy to talk it through with you.  

Flowchart: Designing your SharePoint Document Libraries

Getting Started with Sharepoint

This is a guest post by Mia McIntyre of MIVirtual.

As Seth Godin says in his book, Linchpin: Are You Indispensable?, 

“Work has changed…. The old system was represented by two parties: those that owned the means to production and those who ran it…In the new system the game has turned inside out. The means to production is now mostly in our hands in the form of our laptops.”

There is a lot of talk around what will work look like in this new digital age? Given what we are already starting to see now, it will encompass the following:

–          Knowledge Sharing

–          Strategic Partnerships (even with competitors!)

–          Networking and Social Interaction (face-to-face and online)

–          Technology!

This is such an exciting time for those in business (of all sizes), because it makes all things possible!

Technology has allowed this to occur, whether you’re running *Life Admin, you’re helping someone else achieve their business goals or you’re wanting to achieve yours, this is where O365 and SharePoint comes in.

*Life Admin = Managing your personal household administration requirements (bills and alike).

Let’s start simply – Office 365 gives you the online licence to the Microsoft Office Suite which we all need to run our businesses day-to-day. . . word, excel, outlook etc. Then we need to store our documents somewhere but not only do we need to store them, we need to share them with others (clients, team members, partners) and access them from various locations. The best way to do that is via SharePoint. This obviously becomes more prevalent if you have a geographically dispersed team.

If you already have O365 for your business, this little video shows you how to access SharePoint:

You can build your own Wiki Pages: 

……your own ‘Process Register’ and more!

There is absolutely no need to wing it anymore with all of the tools and resources that are accessible to us and something like SharePoint can grow with you and your business. You can continue to build and add to it as needed and you can run a successful, quality virtual business from anywhere! Now people might think that this doesn’t apply to them if their line of work requires a storefront / office …not true. What this system and virtual work environment does for you is to allow to you manage the operations of your business from any location so you can get-on with things without having to just head-in to the office to get the paperwork done.

 This isn’t industry specific either, which is fantastic. It is also important to note that this most certainly doesn’t stop with SharePoint. O365 are releasing amazing new functionality all of the time but some of the existing items are:

–          OneNote  (Taking notes via typing and free drawing with your stylus)

–          Yammer   (Social collaboration)

–          Delve        (Document rollup / preview based on most recently and frequently used)

–          Planner    (Project and Task Management)

If you think that building a fun, interactive and engaging environment for you and/or your team – ready to propel you into that bigger and better phase – join us for the webinar on 31st May so you can learn more about making that happen!


Mia McIntyre is the sole Founder of MiVirtual, specialising in assisting SME’s adopt virtual/CLOUD based tools including Office365, on-shore Virtual Assistantss and Executive Virtual Assistants. Mia’s main goal is to see people smile and the way she can help contribute to ensuring people are happy is to help them adapt and innovate through these ever-changing times and increasingly versatile work environments.

skype for business

Skype for Business: Quick Start Webinar

Are you looking for effective communication methods within your business? If you haven’t used Skype for Business before, you might not know how well it integrates with Office 365 as a communication solution for your team, connecting them together from any location. If you’re already using Skype for Business, check out the webinar below to see how you can make the most of its great features.

In this webinar, Ben shares his experience and suggests different uses that can be implemented into any team communication practices. Annie has put together an awesome visual map of the notes so you can follow along with the webinar.





Skype for Business:

If you have Office 365, it’s more than likely that your subscription includes Skype for Business and (the best part is) you can use the same login.

If you’re familiar with Skype, you’ll know the basics include instant messaging, voice call and video call. Skype for Business goes beyond these features and allows you to:

[list type=”icon” style=”none” icon=”double-angle-right” icon_color=”#90a105″]

  • categorise your contact list
  • co-author documents
  • share your desktop screen
  • share particular files or presentations
  • and do all of this in individual or group chat rooms.


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Create Skype Meeting invitations in Outlook.

Easy integration with Outlook lets you jump directly into a Skype Meeting from your Outlook Calendar invitation. If one of your attendees doesn’t have Skype for Business, it will take them to a web based version so they don’t miss out.

As it is now, you can only set up a Skype Meeting in your own calendar, not in other calendars that have been shared with you. This is a feature that may change in future updates.

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Use features to engage a large group:

Use whiteboard, polls and Q&A features to help energise and engage your group discussions.

skype for business



Your questions answered:

Q: How many can participate in a S4B meeting?

A: Across all Office 365 options, you are allowed 250 participants.

Q: How many can simultaneously co-author a doc?

A: Default 10, Max 99. You may find that if you have more than 10 users co-authoring a document at the same time the user experience will degrade gradually.

Q: Is S4B call conferencing available?

A: Yes with the E5 plan or as a paid addition to the E3 plan.



By now you should be ready to collaborate with your team. Remember, you can use Skype anywhere that has a good internet connection (SFB is a bit bandwith hungry!), so stay in the office and chat with your team while they’re onsite.

Ready to put your new found knowledge into practice? Follow this link to download Skype for Business.




microsoft bookings

Microsoft Bookings for Small Business

Small businesses are getting Microsoft Office 365 feature just for them – a full-service system for scheduling appointments for their services over the internet.

Microsoft Bookings is a new service that allows businesses to create a business page on the app with scheduling features, so customers can book appointments online.

Customers will be able to use the app to look up price lists and then schedule a time for an appointment with their selected staff member. Bookings then emails a confirmation to the customer, including a calendar invitation for a reminder.

For businesses used to running the same process through a series of emails, phone calls, or text messages, it will put that time to better use. It works for businesses such as beauty salons, dental offices, law firms, financial services providers, and mechanics.
microsoft bookingsOn the back end, business owners are able to see a calendar of scheduled appointments of each team member that they manage.

Microsoft Bookings has been rolling out its first release to customers in Canada and the US who subscribe to Office 365 Business Premium Plan. They’re planning to roll out all Business Premium customers worldwide in the coming months.

office 365 mailbox quota increase

Microsoft reveals new Office 365 Mailbox quota increase

This week the Office 365 Roadmap announced that an increase in Mailbox quota with Exchange Online would be increasing from 50 GB to 100 GB.

The new mailbox quotas will only apply to the Office 365 E3 and E5 plans. All other plans will remain with the 50 GB quota.

Why the need to upgrade?

You might ask why the need to increase mailbox quotas with Exchange Online when only a few individuals need extra space?

Well, a) storage is cheap for Microsoft especially when bought in the quantities that Microsoft purchases to equip hundreds of thousands of Office 365 servers.

And b) it gives them a competitive advantage against Google. Google’s G Suite (which includes Google Drive, Google Photos and Gmail) is limited to only 30 GB. This gives Microsoft a huge upper hand in this market.

Things to consider:

If you’re using the Outlook desktop client, consider how much data you want to cache locally and how well the hard disk on your PC will cope with the size of that cache. PCs equipped with fast SSDs usually perform well up to the 10 GB mark and slow thereafter. PCs with slow-spinning 5,400 rpm hard drives will pause for thought well beforehand.

So if you upgrade your mailbox quota, consider the cost of upgrading your hard disk.

Although having a large mailbox can be an advantage, it also comes with its challenges. While Search is much better today, looking for an item can feel like looking for a needle in a haystack. Sometimes it can be much simpler to the delete the items you know you don’t need.

install office 365

How to install the Office 365 desktop applications on your computer

A lot of Microsoft Office 365 plans include what’s called Desktop Licencing. This is the bit that lets you install the Microsoft Office applications such as Word and Excel on your computer. In this post we show you how to install Office 365 on your computer.


1.Sign in with your work or school account at


If you don’t see Office listed, your plan probably doesn’t include Office applications. If you know your plan includes Office, you may not have a license assigned, see What Office 365 product or license do I have? If Office is not listed ask your Office 365 administrator to assign a license to you.


2. On the Office page, go to the version of Office you want to install. For example, your admin may have given you the option to install either Office 2016 or Office 2013.


IMPORTANT: The process that installs Office 2016 also uninstalls all Office 2013 products. See “Stop, you should wait to install Office 2016” error or How do I reinstall Office 2013 after an Office 2016 upgrade.


3. Select a Language, and accept the default to install 32-bit, or select Advanced and choose 64-bit from the drop-down list. If you’re not sure which version to install, see Choose the 64-bit or 32-bit version of Office 2016.


IMPORTANT: If you currently have the 32-bit version of Office (or a single, stand-alone Office app such as Visio) installed on your PC, you’ll need to uninstall that version before you can proceed with installing the 64-bit version.


334. Select Install.

5. Depending on your browser, go to the install pop-up that appears and click Run (in Internet Explorer) Setup (in Chrome), or Save File (in Firefox).

NOTE: If you’re using Edge, first click Save, and then click Run.


If you see the User Account Control prompt that says, Do you want to allow this app to make changes to your device? Click Yes.

6. The install begins.


7. Your install of Office 2016 is finished when you see the phrase, You’re all set! Office is installed now and an animation plays to show you where to find Office applications on your computer. Follow the instructions in the window, for example Click Start > All Apps to see where your apps are, and select Close.


8. Start using an Office application right away by opening any app such as Word or Excel. In most cases, Office is activated once you start an application and after you agree to the License terms by clicking Accept.


Now you’re ready to use Office 365!

Configuring your Office 365 email on your Android device

Follow these simple instructions to get your Office 365 email account up and running on your Android mobile device.

1.Under “Settings” choose “Accounts & Sync.”


2. Touch the “+” to add an account.



3. On the “Add an Account” page, select “Exchange ActiveSync.”

rferfv4. On the “Set up Exchange ActiveSync account” page, enter your email address and password, and select “Manual Setup.”

5. On the full set up page, please enter the following information:

  • Email: (your email)
  • Server Address:
  • Domain: [blank]
  • Username: Enter your Email
  • Password: your password (if it didn’t carry over from the previous screen)


6. When creating a Microsoft Exchange Account on your Android, the Autodiscovery service attempts to use your Exchange email address and password to determine your Exchange Server information and configure your account settings on the phone. If the Autodiscovery feature is unable to configure your Exchange account settings, click Trust on the message “Unable to verify this site’s security certificate” that is displayed on the device similar to this:



  1. Android supports the synchronization of Mail, Contacts, Calendar and Tasks. By default they are all enabled. You have the ability to selectively disable or enable any of these features by unchecking those options. You can also set at this point how often you wish to sync. Select “Next” to finish.







office 365

Configuring your Office 365 email on your iPhone using the Mail app

Follow these simple instructions to get your Office 365 email account up and running on your Apple mobile device, using the built-in ‘Mail’ app.



  1. Tap Settings.
  2. Tap Mail.
  3. Tap Add Account.
  4. Tap Exchange.






5. Enter your Email addressPassword, and a short Description (e.g. your company’s name) for your email.

6. Tap Next.

7. Autodiscover will try to find the settings you need to configure for your account. If autodiscover cannot find your settings, enter the following information:

FieldWhat to enter
DomainLeave this field blank
Username Enter your full email address (for example,

8. Tap Next.

9. Tap Save.



Return to your home screen and open the Mail app — you should see some email messages, in your new inbox!

To make sure you can send messages, compose an email and send it to yourself.

PS – For some more advanced features why not consider using the Microsoft Outlook app on your iPhone instead of the standard ‘Mail’ app? (and of course a link to another blog post showing how to do so)