Office 365 Site- “Zero to Hero”

If you have a small business with a few employees, one of the best ways to set up file sharing and online collaboration is to use OneDrive for Business and an Office 365 team site together. Then, customize your Office 365 team site so you can take advantage of more storage and collaboration features.

we provide step-by-step instructions to help you customize your Office 365 team site and share files with people outside of your business. You can follow these steps and prepare a production ready site in just couple of minutes.

Note: You need a active subscription which contains SharePoint Online for Office 365 and Admin account for your plan.

If you do all of the steps in order, you will start with a basic Office 365 team site Home page that looks like this:

An image of the basic team site

You can also customize it so it looks like something like this, with links to shared OneDrive for Business folders and a subsite:

A screenshot of a customized team site with a subsite

Step 1: Customize file storage on your Office 365 team site

Estimated time to complete: 15–20 minutes

In this step, we show you how to add more document libraries to your Office 365 team site so you can organize your files. Then we show you how to add a list of contacts that you can connect with your contacts list in Outlook. Both of these are popular features for team sites!

Add more document libraries to your team site

Your Office 365 team site already includes a Documents library that you can start using now. If you outgrow the default Documents library, it’s easy to add more storage containers to your team site. First, spend some time thinking about how you want to group files on your Office 365 team site and what you want to name the storage containers so the files are easy to find. If you have a lot of information to organize, see Plan your content for your Team site for some pointers.

Here’s how you can create more document libraries with names specific to your business.

  1. Go to your Office 365 team site. On the Office 365 Home page, choose Sites > Team Site.
  2. On your team site Home page, choose the Add lists, libraries, and other apps tile.

    To add a new storage container to your site, choose the Add lists, libraries, and other apps tile.

  3. On the Your Apps page, choose Document Library.

    To add a new document storage container, on the Your Apps page, choose the Documents tile.

  4. Type a name for your new document library, and then choose Create.

    Type a name for your document library and the choose Create.

    Your new document library appears in the left-side navigation menu under Recent.

    After you add a new document library, it appears in the right-side under Recent.

  5. To add more document storage containers, choose add an app > Document Library again.
  6. To delete a document library, hover over the tile for the library, choose the More button (. . .), and then choose Remove.

    To rename or remove a document library, click the elipsis.

  7. To rename a document library, choose Settings, then choose List name, description, and navigation. In the Name box, type a new name, and choose Save. Choose Site Contents so you can continue adding more document libraries.
  8. When you’re done adding more document libraries, choose the Home hyperlink at the top of the page to go back your Home page.

    The home page of your team site will look something like the one below, with links to your new document libraries in the left-side navigation. In our example, we added containers for Agendas, Client files, Projects, and Instructions.

    Links to your storage containers are now in the left-side navigation.

Add lists to organize data (contacts, tasks, calendar events)

Your team site comes with a set of default apps to help you create new pages for your internal website. The apps work a lot like Word doc templates. When you add an app to your team site, it creates a page for you to enter information in a specific format.

In this step, we use the Contacts app to create a page for a list of contact information, for example, contact info for vendors, suppliers, clients, and so on. Then, we connect the list with Outlook so the contacts appear when your team uses their Office 365 email accounts in Outlook.

Let’s get started with the Contacts app.

  1. On your team site Home page, choose the Add lists, libraries, and other apps tile.

    Choose the Add lists, libraries, and other apps tile

  2. On the Your Apps page, choose Contacts.

    Choose the Contacts app

  3. Type a name for your list of contacts, for example, Vendors and Suppliers, and then choose Create. This name will appear at the top of the page of contacts and in the left-side navigation.
  4. On the Site Contents page, choose your new page. In this example it’s named Vendors and Suppliers.
  5. Choose + new item to add a contact.

    Choose new to add a contact

  6. Enter the information for your first contact. You can enter information in some or all of the boxes. Choose Save when you’re done.

    Enter information in the contacts form.

    By default, Last Name, First Name, Company, Business Phone, Home Phone, and Email address appear on your contacts page. Here’s what it looks like with a few contacts added.

    A screenshot that shows many contacts added to your page

  7. To see this list of contacts with your Office 365 email accounts in Outlook, at the top of the page, choose List > Connect to Outlook.

    Choose Connect with Outlook to sync your list of contacts with Outlook

  8. At the security dialog boxes, choose Allow twice, and then Yes. You might receive additional security prompts to enter your Office 365 sign in information for your email account. If so, enter your Office 365 email address and password.
  9. It takes 5–10 minutes for the contacts info from your team site to appear under Other Contacts in Outlook. In Outlook, choose Send and Receive to refresh. Then, you’ll see the contacts info in Outlook.

    A screenshot of your team site contacts when they appear in Outlook

    Note that any contacts you enter in Outlook won’t appear in your contacts list on your team site.

    After you set up your team site to connect with Outlook, every time you make an update to the contacts on your team site, it will automatically appear in Outlook too.

Check out the other apps that come with your team site. For example, you can use the Calendar app to create a page with a calendar on it to track important events. Or you can use the Tasks app to track and manage tasks for a project on a timeline. However, these apps don’t connect with Outlook.

Step 2: Customize your Office 365 team site Home page

Estimated time to complete: 30–40 minutes

You can customize your team site Home page to help you and your employees get to the information you need quickly. For example, you might have a links to employee OneDrive for Business folders, and links to Documents, Contacts, Tasks, Calendars, and a OneNote notebook where you store meeting agendas and notes.

In this step, we’ll show you how to create links to important pages and rearrange the info on your site for easy access.

Let’s get started!

Remove the Getting Started tiles and the Newsfeed (3 minutes)

Now that we’re done using the Get Started links, we’re going to remove them from the Home page. This doesn’t mean we can’t keep customizing the site. All team site customization is still available from the Edit menu and Site Settings area of the site.

  1. At the top of your team sites Home page, choose Page > Edit.

    Then click Edit

  2. Choose Text Layout > Three columns with header and footer. This will give you the most options for your page layout.

    An image showing how to choose Text Layout for your Home page design.

  3. Hover over the Site Feed box, and press Delete to remove it. Choose Remove this to get the Getting Started tiles out of the way.

    Delete the Getting Started tiles

  4. At the Message from webpage, choose OK.

    At the message about removing Getting Started for everyone, click Ok.

    Now you have a clean Home page to organize and customize.

    A team sites page with only a documents library on it.

Add a welcome message to your Home page (10 minutes)

  1. If you left edit mode, go back to it. At the top of your team site Home page, choose Page > Edit.
  2. In the top box, type a welcome message, for example, Welcome to the Contoso internal site! Choose the Format Text tab, and then use the font controls to format the text. (If you see a message about not being able to display the web part, ignore it.)

    Use the font controls at the top of the page to format your Welcome message

  3. Choose Save when you’re done.

Move the Documents storage container to the left side of the page (5 minutes)

  1. Go back to edit mode. At the top of your team site Home page, choose Page > Edit.
  2. Drag and drop the Documents box to the left side of the page. The box might be tricky to grab, and moving it might take you a few times. (If you see a message about not being able to display the web part, ignore it.)

    Move the Documents web part

  3. Change the title of the Documents library. Choose Edit Web Part.

    Change the title of the documents library.

  4. In the box on the right side of the screen, expand the Appearance section. In the Title box, type Team Documents. Scroll down, and choose OK to save.

    Change the title of the default Documents library to Team Documents

Add links to your employee OneDrive for Business folders (10 minutes)

  1. While still in edit mode, in the empty box in the middle of the Home page, add a heading for the links to your employee OneDrive for Business folders, such as Personal storage. Use the menu at the top of the page to format your text.

    In the other box, add a title for Personal links.

  2. Under the heading you just added (such as Personal storage), list the names of your employee OneDrive for Business folders, naming them so they are easy to identify. In the next step, you’ll make them links.

    List the links to user OneDrives

  3. Highlight the name of an employee’s OneDrive for Business folder, and then choose Insert > Link > From Address.

    Highlight text, then click Insert, Link.

  4. Enter the URL for an employee’s OneDrive for Business folder, and choose OK. You can create the URL using this format: https://&lt;company>-my.sharepoint.com/personal/<user>_<company>_com.

    For example, if your company name is Contoso, and the employee’s Office 365 user ID is Eleni, the URL for his OneDrive for Business folder is https://contoso-my.sharepoint.com/personal/eleni_contoso_com.

    Insert the URL to the OneDrive folder.

  5. When you’ve added links for all of your employees, choose Page > Save.

    Choose Page and then choose Save.

After doing this, your team site Home page will look something like this one with shared documents one on side of the page and links to employee OneDrive for Business folders in the middle. In this example, we’ve added some more documents to the Team Documents container so you can see what your Home page might look when you add documents.

A team site with links to personal OneDrives.

Change the title of your team site (10 minutes)

  1. On the team site Home page, choose Settings Office 365 Settings button > Site Settings.

    In the upper right corner, choose the Settings button, then choose Site Settings.

  2. On the Site Settings page, under Look and Feel, choose Title, description, and logo.

    Under the Look and Feel heading, choose Title, description, and logo.

  3. Change the title for your team site, for example, to clearly indicate that it’s for internal use. If you want, add a logo and description too. (The description appears in internal search results, which is useful only if you create a lot of team sites.) Choose OK.

    On the Title, Description, and Logo page, enter the info for your new team site.

  4. Back on your team site Home page, if you want the name of the hyperlink at the top of your Home page to be different from the title of your team site, in the text box at the top of the page, choose Edit Links, and type a new name for the hyperlink, such as Internal Team site.

    To rename the hyperlink at the top of your Home page, choose Edit Links.

  5. Choose Save, even if it looks dimmed. It will save your change.

Now your team site Home page looks something like this one, with a custom title (Contoso Team Site) and a custom hyperlink at the top (Internal team site).

Here's what your page looks like now.

Step 3: Add links to important pages of your team site

Estimated time to complete: 30–60 minutes

You can make your team site look professional and easy to navigate by adding colorful tiles or icons that link to important pages on your site. If you want, you can link to other external websites too. These links are called promoted links because the icons or tiles draw attention to them.

Here’s how to add promoted links to your team site.

Add images to your site (10–15 minutes)

For this step, we’ve provided you with a set of five images that you can use as tiles.

A picture of the images you will download.

  1. Download the images onto your computer.
  2. On your team site, in the left navigation, choose Site Contents. Then choose Site Assets.
  3. Next, let’s use Windows Explorer to upload the images to the Site Assets library. Choose Upload > Upload files using Windows Explorer instead.

    Choose Upload files using Windows Explorer instead.

  4. In the security dialog box, choose Allow.
  5. In Windows Explorer, navigate to the folder where you stored the images. Choose all five images, and drag them to your Site Assets library.

Now you have some images you can add to your site.

Create a list of URLs for the images and links (10–15 minutes)

To associate the images and links together, you need to compile a list of the locations (URLs) of both. An easy way to do this is to copy the locations into Word or Notepad. That way, when you’re prompted later for the locations, you’ll have them handy.

  1. Open Word or Notepad.
  2. Go to the Site Assets library. Hover over the image, choose the ellipses (…) next to each image, and right-click to copy it.

    Copy the URL of the image.

  3. Paste the URL into Word or Notepad. Do this for all of the images.
  4. Next, in the same Word or Notepad file, copy and paste all of the URLs for the pages on your team site that you want to link to. For example, go to your Vendors and Suppliers page, and copy that URL. In the end, you should have a list of the image URLs and the corresponding pages that you want to connect.

    A table that has the image URLs and the page URLS

Map the images and links together (10–15 minutes)

At the end of this step, you will have created a single set of images and links that together are one group of promoted links.

  1. On your team site Home page, choose Site Contents > add an app. Scroll down, and choose Promoted links.
  2. For the purpose of this example, name your links Top Tasks, and choose Create. When you’re finished with this tutorial, the title of your promoted links app (Top Tasks) will appear on your Home page, where we put the promoted links.
  3. Choose the Top Tasks library. The page will be empty. Choose All Promoted Links.

    An image of the Promoted Links app.

  4. Choose + new item to add an image and link. Here’s where your list of images and links in Word or Notepad is needed.
  5. In Title, type a name that will appear on the tile. For example, type Vendors and Suppliers.
  6. Go to your Word or Notepad file, and copy the URL for the image that you want to use for Vendors and Suppliers. Paste it into the Background Image Location box.
  7. Copy the URL for the page you want to link to, and paste it into the Link Location dialog box.

    How to fill out the information to create a promoted link

  8. In the Launch Behavior box, choose whether you want to launch a new tab when the icon is clicked (recommended for links that go to external websites) or stay in the current instance of the browser, which is in-page navigation. Choose Save when you’re done.
  9. Repeat steps until you have linked all of the images and pages.

    A list of promoted links

  10. To see what your tiles look like, choose List > Current View > Tiles.

    An image showing how to see your tiles.

  11. To change the order of your tiles at any time, or make other changes, choose List > Current View > All Promoted Links > edit. Use the Order column to specify the order of your tiles. Choose Stop to save your changes.

    Use the Order column to set the order of your tiles.

Add the promoted links to your Home page (3 minutes)

  1. On the Home page of your team site, choose Edit.

    A screenshot of the edit icon on Home page of your team site

  2. Place your cursor at the end of your Welcome message, and press Enter. Your cursor should still be in the same box.
  3. Choose Insert > Web Part > Top Tasks > Add.

    A screenshot of how to insert the Top Tasks web part

  4. Choose Save at the top of the page. You’re done!

    Your team site will look something like this one.

    A team site with promoted links on the Home page

Congratulations! Now you know how to add colorful promoted links to other parts of your team site, too.

Step 4: Set up a subsite for sharing files with customers and partners

Estimated time to complete: 15–20 minutes

You can set up a team subsite, which is like a private website, for file sharing and collaboration with customers or clients external to your organization. By setting up subsites with unique permissions, you control who gets an invitation to access the subsite, reducing the risk that you might accidentally share files intended for one customer with another.

For example, let’s say you are a realtor. You can create a subsite for a customer and put photos of properties on it for that customer to review. No other customers will be able to see that subsite.

Here’s how to create the subsites for storing customer files.

  1. At your team site, choose Site Contents > + new subsite.

    To add a new subsite, choose Site Contents, then choose new subsite.

  2. At the Site Contents > New SharePoint Site page, in the Title box type a name for the subsite. The customer will see this title.
  3. For Web Site Address, in the URL name box, specify a name to appear in the URL for the subsite, such as the name of the customer’s business. The customer will see this, too.

    In the Title box type a name for the subsite, in the URL box enter the customer name to add it to the URL for the site.

  4. In Template Selection, accept the defaults.
  5. For User Permissions, choose Use Unique permissions.

    Note:  This is the easiest option to use.

    At the New SharePoint sites page, choose the Unique Permissions option.

  6. For Navigation, do the following:
    • For Display this site on the Quick Launch of the parent site, choose Yes. The Quick Launch is the left-side navigation.
    • For Display this site on the top link bar, choose No. If you have a lot of subsites, it’s better for the links to appear in the left-side navigation so they won’t crowd the top of your page.
  7. For Navigation Inheritance, choose No. This way, the subsite doesn’t inherit navigation from your team site. Then choose Create.

    Choose Yes and No, then choose Create.

  8. At the Set up Groups for this Site page, add the names of the team members you want to contribute to this subsite, and click OK. (In the example screenshot, Ina Leonte is the site owner. Your name will appear on this page instead.)

    Accept the defaults and choose Ok.

    Your initial subsite will look something like the one below.

    This is what a basic subsite looks like

  9. Choose Remove this to remove the Getting Started tiles. If you share the subsite with customers and the Getting Started tiles are there, it will confuse them.
  10. Now, customize the customer’s subsite as needed. For example, choose Edit at the top of the page to add a welcome message, and move the Documents library as you did for your team site.
  11. An easy way to make the customer’s subsite look different from your internal site is to change the theme. Choose Settings Office 365 Settings button > Change the look to try out different themes for the customer’s subsite.

    Choose the Change the Look option

    If you create a lot of customer subsites, can it be useful to have each one be a different theme. Here’s an example of a customer subsite with a theme, welcome message, and a few documents.

    An image of what a subsite might look like after you create it.

  12. To get back to your team site Home page, choose Sites at the top of the subsite page, then choose Team Site. In Step 6: Promote your team site for quick access, we show you how to add links so it’s easy for you to get back to your team site, but your customers won’t be able to get to it.

    Tip: At any time, you can delete a subsite and start over.

Now your team site Home page might look something like the one below, with a hyperlink to the customer subsite on the left side. This way, it’s easy for your internal team members to navigate to it.

After you add a subsite, it appears in the Quick Launch menu on the left of your team site Home page.

Share files on the subsite with a customer (5 minutes)

One way to share a file on a subsite is to create a guest link to the file, and then send the link to the customer. Only one person can access the file using the guest link, and guest links could potentially be forwarded or shared with other people.

  1. Choose the ellipsis next to the file you want to share, and then choose Share.

    Choose the ellipses next to the file you want to share, and then choose Share.

  2. Choose Get a link. To allow the customer to edit the file, under Edit choose Create a link.
  3. Right-click to copy the guest link, and then paste it into an email or other media for your customer.

    Right-click to copy the guest link.

You’re done!

If your customers have Microsoft accounts, you can share the entire subsite with them. Here’s how:

  1. On the customer subsite you want to share, choose Share at the top of the page.

    Choose the Share icon to share a subsite with a customer

  2. Type the email addresses for the people you want to access the subsite. Include your address, too, so you get a copy of the email for your records. Click Share to send the mail.

    Type the email addresses of the customers who should get an invitation to access the subsite.

  3. You can go to your email to view a copy of the mail you sent to the customers. It will look something like this, with a link to the customer subsite at the bottom of the email.

    A sample email inviting customers to access a customer subsite.

Congratulations! You’re done setting up file sharing for your customers.

Step 5: Set up a team subsite for storing private files

To set up a subsite that only you can access but not the rest of your team, create the site using the steps in Step 4: Set up a subsite for sharing files externally. But, at the Set up Groups for this Site page, don’t add any team members. Your name, the site owner, should be the only one listed.

When you get to the part about setting up navigation, choose No for all the questions. This way your team members won’t see a link to the subsite on your team Home page. To get to this subsite in the future, from the app launcher, choose Sites > your team subsite.

If you want to add a link to your subsite from the team Home page so it’s easier for you to get to, choose Yes for one of the navigation options. Your team members won’t be able to get to the subsite, but you’ll need to tell them why the link doesn’t work for them when they choose it.

Choose No to hide navigation to your subsite.

Step 6: Promote your team site for quick access

Estimated time to complete: 10–15 minutes

To make it easy for you and your employees to get to the team site from anywhere in Office 365, you can add it to the app launcher as a custom tile.

Custom tile on Office 365 app launcher

You can also add a link to it on the Office 365 header, which we describe how to do next. But both of these locations are really useful for times when you’re in OneDrive for Business or in another Office 365 app, and you want to go to your team site.

Add a link to your team site to the Office 365 header

Your link can be a logo or other picture. It just needs to be 200 x 50 pixels, no bigger than 10 KB. To create your logo, consider using Microsoft Paint to take a snapshot of your logo that you can crop, resize to 200 x 50, and save as a JPEG file. (This will compress the file to make it smaller than 10 KB.)

Add a link to your team site from the top of every page so users can get to it easily

  1. At your team site, copy your URL. (The format for the URL is https://&lt;your company name>.sharepoint.com.)

    Copy the URL of your team site

  2. At the top of the page, select the app launcher App launcher icon , and then choose Admin.

    Choose the waffle menu, and then choose Admin.

  3. In the Office 365 admin center, on the left-side of the page, choose Company Profile.

    Choose Company Profile

  4. Choose Custom Theming.
  5. In Custom logo, navigate to the logo or other image saved on your computer that you want to use.
  6. In URL for a clickable logo, paste the URL for your team site, and then choose Save.

    Choose your logo, enter the URL for your team site, and then choose Save.

    Now your logo or picture will appear at the top of every page, even in Mail, and other team members in your business can click it to get to your team site.

    A picture of a hyperlink to a team site

    whitespace

    Congratulations! You’ve completed this step-by-step tutorial to customize your team site.

Office 365 FAQ

What is Office 365 Education?

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Office 365 Education is a collection of services that allows you to collaborate and share your schoolwork. It’s available for free to teachers who are currently working at an academic institution and to students who are currently attending an academic institution. The service includes Office Online (Word, PowerPoint, Excel, and OneNote), 1TB of OneDrive storage, Yammer, and SharePoint sites. Some schools allow teachers and students to install the full Office applications on up to 5 PCs or Macs for free. If your school provides this additional benefit, you’ll see the Install Office button on your Office 365 home page after you complete sign-up.

What are the eligibility requirements?

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You must be a full-time or part-time faculty or staff member at an academic institution and:

  • Have a school-specific email address provided by the school (for example, contoso.edu) that can receive external email.
  • Be of legal age to sign up for an online offer individually (13 years old).
  • Have Internet access.

How do I get Office 365 Education?

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To see what’s included in Office 365 Education, visit the Office 365 Education plan page. You can enroll your school from there.

How long can I use this plan?

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You can use the plan as long as you are working at a qualified school. Your eligibility may be re-verified at any time. When your Office 365 Education plan expires:

  • The Office applications enter a reduced-functionality mode, which means that you can view documents, but you cannot edit or create new documents.
  • Online services associated with the school email address—for example, Office Online and OneDrive—will no longer work.

How long does it take to be approved as a qualified academic institution?

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In many cases, the response time is instantaneous through an automated verification process. In other cases where an institution needs to be verified, it shouldn’t take more than three to seven days. If you are nearing the end of your 30-day trial and have not received approval of eligibility, please contact customer support.

I’ve already signed up my school for Office 365 Education. How can I get the word out to students and teachers?

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We’ve created a promotion kit to help you communicate to students and educators how they can take advantage of the state-of-the-art productivity and collaboration tools you are providing for them through Office 365. Learn more

What can I do if I’m not eligible?

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Office provides a range of options for students, so it’s easy to find one to fit your budget. Learn about ways you can get Office.

Who manages the OneDrive account provided with this offer?

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This account is associated with the school and should be used for school-appropriate content. Permissions and access can be changed by the school’s IT administrator at any time.

Can I share this plan with others?

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Office 365 Education is licensed for use only by the eligible teacher.

What are the minimum system requirements for Office 365 Education?

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To install Office 365 Education, your PC or Mac must meet the minimum system requirements. View the system requirements.

How do I get Microsoft Classroom (formerly known as “Class Dashboard“) as part of Office 365 Education?

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Microsoft Classroom (“Class Dashboard” was the name for the private preview) is a new experience that we will make available on the Office 365 Education* home screen (upon sign-in) for teachers and students. We will be expanding the limited public preview of Microsoft Classroom in the US (English-only) starting on April 12th. IT Administrators (or admins of Office 365 tenants) can sign up for the preview at cd.microsoft.com and they will be added over the course of the summer. We will roll this out in the US in July, with international availability and other languages besides English in subsequent months of 2016. Here is what Microsoft Classroom is:

Office 365 Education includes Microsoft Classroom, a homepage where teachers can manage all of their classes and assignments online. Teachers can manage multiple class sections (like Biology A and Biology B), create or manage assignments and grading, collaborate with other teachers in Professional Learning Communities (PLCs), and provide feedback to students with built-in Class Notebooks. In Classroom, students can collaborate with their teachers, their classmates, and access all the materials to be successful in the class even when they are absent. With Sway integrated, teachers can create interactive web-based lessons, assignments, project recaps, newsletters, and more—right from a phone, tablet, or browser— and even embed a quiz with the new Office Forms. Students can access all their assignments on their mobile devices (Classroom app). Office 365 is now optimized for teachers and students along with an integrated platform with the aim of saving teachers time and improving student outcomes.

In order to use Microsoft Classroom, all teachers and students must have the following:

  1. Be in the same Office 365 Education tenant
  2. Have SharePoint Online licenses
  3. Have Exchange Online licenses, active Exchange mailboxes, and the ability to send and receive mail.

Customers interested in this new experience should register and see the updated information at the cd.microsoft.com to be notified when it becomes available for Customer Preview. They can also watch the case study video from Omaha Public Schools use in Private Preview (see written case study).

In the meantime, any teacher can start OneNote Class Notebooks with their class today to experience a key piece of saving time, organizing, and collaborating with Office 365 Education: http://onenote.com/classnotebooks. Customers can now have assignments, not just pages and sections (announced last month), distributed in OneNote Class Notebooks also show up in Office 365 Education (Microsoft Classroom) and top Learning Management Systems (LMSs). Teachers can now get most things done in OneNote without jumping between applications!

Download and install or reinstall Office 365 or Office 2016 on your PC

Basic install steps

If your copy of Office came with a product key that you haven’t redeemed yet, first go to office.com/setup and follow the prompts to sign in and enter your product key.

Step 1. Go to www.office.com/signin.

Step 2. Sign in with the Microsoft account you already associated with Office, or with your work or school account if this is how you received Office.

Step 3. On the Office home page, select the button Install Office and follow the prompts.

Tip: If you have a different page set up as your start page, select Office 365 from the navigation bar at the top of the page.

Step 4. For a PC install: Depending on your browser, click Run, Setup, or Save to begin the installation.

For a Mac install: Open Finder, go to Downloads, and double-click Microsoft_Office_2016_Installer.pkg.

Want to reinstall or install Office on another computer? Go back to Step 1.

Step-by-step installation instructions

The drop-down below contains steps to install Office on your PC (laptop, desktop, or 2-in-1), or a Mac. These steps also include instructions for how to install Office in a different language and how to install the 64-bit version of Office.

The steps to install Office are different depending on whether your Office product is part of an Office for home or Office for business plan.

 

  • Sign in with your work or school account at https://portal.office.com/OLS/MySoftware.aspx.

    Note: If you’re unable to sign in you may be signing in to the wrong Office 365 service, see Where to sign in to Office 365.

    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.

  • 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.

    If you have a choice, select which version of Office you want to install, select a language, and then select Install.

    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.

  • 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.

    Screenshot showing to select a language and then select Advanced
    Select 64-bit from the Version drop-down list
  • Select Install.
  • 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.

    Screenshot of browser options: in Internet Explorer click Run, in Chrome click Setup, in Firefox click Save FileIf you see the User Account Control prompt that says, Do you want to allow this app to make changes to your device? Click Yes.

  • The install begins.

    Window showing progression of Office install

  • 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.

    Office is installed now. Select Close

  • 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.

    Accept the License Agreement terms by clicking Accept

 

Office 365 Admin Center

Become an admin in Office 365 Education

If your school is eligible for Microsoft Office 365, you can sign up on your own using your school-provided email address. Once you sign up, you can start using Office 365 for school projects. All of this can be done without an IT administrator setting things up. Your department, however, will eventually want an administrator to manage the service for everyone.

Follow these steps to become the Office 365 administrator for your school or department.

  1. Sign in to Office 365 using your school-provided email address.
  2. Select the app launcher icon in the upper-left and choose Admin.

    Admin tile used to become an admin

  3. Read the instructions on the Become the admin page and then choose Yes, I want to be the admin.

    Note:  If this option doesn’t appear, there is already an Office 365 administrator in place.

  4. Choose Verify and follow the steps to prove that you own or manage the domain name associated with the Office 365 service (see Verify your domain name).
  5. When you’re finished, sign in to Office 365 and choose Admin to open the admin center where you can manage the service.

Tip: Each Office 365 tenant has a domain name associated with it. By proving that you own or manage the domain name, you demonstrate that you have the authority to become your school or department’s Office 365 administrator.

How it works

For eligible schools, students and other individuals can sign up for Office 365 and start using it for school right away. All they need is their school-provided email address combined with a password they create. From there, they can install the latest version of Office on their PCs, Macs, or other devices and start creating professional-looking documents, share and collaborate in the cloud with OneDrive for Business, and much more. They can do this on their own and quickly become productive without waiting for a formal deployment process to be put in place by their department or school.

If the first person who signs up has an email address like ‘sara@contoso.edu,’ the domain portion of that email address ‘contoso.edu’ will be used as their Office 365 domain name. All subsequent users with that same email address domain (say ‘rob@contoso.edu’) will also be added to the same Office 365 environment and provided the same cloud services. Both individuals can use Office 365’s productivity toolset but they cannot administer the service. For example, they can’t purchase more licenses, add new users, or enforce policies on others.

The IT department can take over this environment at any time and manage the service as an administrator for them. To do so, sign up for Office 365 as others have using your school-provided email address (say ‘mark@contoso.edu’). In Office 365 Settings, choose Become an admin. At that point, you’re asked to verify that you own or manage the domain name associated with theOffice 365 environment (‘contoso.edu’). The reason for this is that you must already have an authoritative IT role if you own or manage the school’s domain name. Once you verify this, you can promote yourself to the Office 365 admin role.

Check out the Admin Center for Enterprise

Office 365 Education for Students, Faculty and Staff: Tenant Management Guidance

As part of the initiative to make it easier for students, faculty and staff to work together using Office 365 tools, Microsoft enabled self-service sign up for students with email addresses from academic institutions. What this means is that for each email-enabled subdomain that is not associated to a primary tenant under IT management control, Microsoft has established a relationship with that student to provide Office 365 to them under the program agreement.

As part of that agreement there has been a tenant created that is associated to that email extension, and other students who sign up with the same email extension will be added to the same newly created tenant.

What does this mean for my school?

Based on customer feedback we have identified some benefits and potential concerns of the self-service sign up process associated with your school’s email enabled domains.

Benefits

  • In this arrangement, the student, faculty or staff member agrees to a relationship directly with Microsoft, thereby creating no additional responsibility for the institution itself.
  • Password reset is managed via email verification by Microsoft.
  • Eligibility verification is managed by Microsoft and verified on an annual basis.
  • From a school’s perspective, students signing up for this offer is no different than using a school-provided email address for other online services.
  • Students who have signed up with the same email extension (e.g., student@medschool.contoso.edu) will be in the same network and easily be able to share documents and collaborate with other students in their school.

Potential School Concerns

  • If the school has a long term initiative around tenant consolidation, student initiated tenants based on email enabled sub-domains may not be desired.
  • Some schools may have compliance concerns with student accounts created in a Microsoft managed environment. As stated in the program terms and conditions, Microsoft will investigate any customer complaints and may also deploy automated technologies to detect violations of the code of conduct governing the use of the services.
  • Limited school visibility into what students have signed up for the services, and usage of those services.
  • Potential concerns around FERPA compliance are addressed in the Program Technical FAQ.

As you evaluate what this means for your institution, keep in mind that there are viable alternatives to manage your users and still ensure they have access to the Office 365 ProPlus services that they received when they initially signed up. See below for additional details.

Next Steps

If you have decided that student self-service sign up is not appropriate for your institution and want to take steps to mitigate their use, following are some recommended next steps and links to additional resources.

  1. Assess what student initiated tenants mean for your institution.
  2. Join the student initiated tenant via self-service sign up using a valid email with the same email extension.
  3. Verify domain ownership via the gear in the top right, select Office 365 settings then “Become an admin” on the left hand menu, and click verify to confirm domain ownership.
  4. Block additional users from joining that tenant via the PowerShell scripts found in the Program Technical FAQ.
  5. Remove that email enabled sub-domain from that tenant. See the article Remove a domain.
  6. Log into your primary Office 365 tenant, and add the email enabled sub-domain to that tenant and add the users from the student led tenant to the primary school IT managed tenant.
  7. Determine migration path for student users who have joined the student led tenant:

Resources

Migrate OneDrive for Business document library files from on-premises SharePoint 2013 to Office 365

Move documents and files to your SharePoint online site

About your initial .onmicrosoft.com domain in Office 365

Remove a domain

How to troubleshoot deleted user accounts in Office 365

 

 

Office 365 for Non-Profits and NGOs

Qualified nonprofits can receive Office 365 Nonprofit as a donation or upgrade to advanced features at a significant discount. To qualify for Office 365 Nonprofit, you must hold recognized charitable status in your country and sign Microsoft’s non-discrimination policy. Microsoft reserves the right to verify eligibility at any time and suspend the service for ineligible organizations.

  • Currently Microsoft offers the below plans for non-profit organizations and NGOs.
  • Office 365 Nonprofit Business Essentials (Donation-  300 users)

  • Office 365 Nonprofit Business Premium

  • Office 365 Nonprofit E1 (Donation-  Unlimited users)
  • Office 365 Nonprofit E3
  • Office 365 Nonprofit E5

Need more information follow Office 365 for Non-Profit and NGOs.

Eligibility and validation

Hide All

What types of nonprofits and NGOs are eligible for a donation?

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Eligible organizations: Nonprofits and non-governmental organizations must be recognized as charitable organizations in their respective countries in order to be eligible for Microsoft Nonprofit Programs. Eligible organizations must also operate on a not-for-profit basis and have a mission to benefit the local community, which could include but is not limited to:

  • Providing relief to the poor.
  • Advancing education.
  • Improving social welfare.
  • Preserving culture.
  • Preserving or restoring the environment.
  • Promoting human rights.
  • Establishing civil society.

For a detailed explanation of eligibility criteria and links to country-specific eligibility criteria, visit the Eligibility page.

How can an organization verify whether it qualifies to receive Office 365 Nonprofit?

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To be validated as an eligible nonprofit, you must register with the Microsoft Nonprofits program. Eligible organizations must hold recognized charitable status as defined in their countries in order to be eligible. Eligible organizations must operate on a not-for-profit basis and have a mission to benefit the local community. If an organization is not eligible for Office 365 as a donation, it may be eligible for other services depending on its legal status and mission. For a detailed explanation of eligibility criteria, visit the Eligibility page.

How long does it take to find out if my request has been approved for a donation of Office 365 Nonprofit?

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Microsoft works with its software donation partner TechSoup Global to determine if a nonprofit fits its broad eligibility requirements. We strive to make eligibility determinations as quickly as possible, and the process can take up to 20 business days. This time frame can vary depending on nonprofit responsiveness to requests for additional documentation. Required documentation may include the certification or registration provided the nonprofit’s governing body. For example, in the U.S. we require a copy of the IRS 501(c)(3) determination letter.

For how long is the validation good?

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Organizations need to be re-evaluated for nonprofit eligibility every two years. We will be defining how this process is enforced and facilitated in the coming months.

Which persons affiliated with the nonprofit organization may receive Office 365 Nonprofit user licenses?

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Office 365 Nonprofit is intended primarily for employees of eligible nonprofit organizations. Nonprofit members or beneficiaries are NOT eligible for Office 365 Nonprofit licensing. Nonprofits may license volunteers that have significant fiduciary or managerial responsibilities for the organization, such as members of the Board of Directors. A volunteer of an eligible nonprofit organization can receive a license for Office 365 ONLY if they meet ALL THREE of the following tests:

  • The volunteer is accountable for specific activities and results within the nonprofit organization that are defined by a written volunteer position description.
  • The volunteer’s role with the nonprofit is a year-round ongoing role or is a seasonal or part-time role that reoccurs annually.
  • The volunteer will not use Office 365 for personal uses that result in income to the person who is volunteering.

What’s new and improved in Office 2016 for Office 365

As an Office 365 subscriber, you regularly get new and improved features. Take a look below to see what’s available to you today and what’s coming. Not an Office 365 subscriber but using Office 2016? Find out what’s available in your version. Need a subscription? Check out your options.

If you’re new to Office or new to an app, check out the Office 2016 Quick Start Guides. If you want to find out why you should upgrade to Office 2016, watch this video.

Visit the Office Training Center to learn about using Office apps and services. Dozens of free courses—most with video—are available for both the business and home user. You’ll also find new courses made in partnership with LinkedIn Learning and an offer to can get unlimited access to 4,000+ video courses library. Check out our training offerings for Excel, Outlook, PowerPoint, and Word.

Need to install Office 2016? If you’re an Office 365 Home, Personal, or University subscriber, learn more about how to upgrade to Office 2016. If you’re an Office 365 for Business subscriber, learn more about how to get the new Office 2016 apps.

Microsoft Office 365 development team is very passionate and fast learner from the vast majority of communities around the world. They are exchanging information and sharing their knowledge for only one purpose. How to make Office better? and as a result we have amazing Office 365 which is not only different from our regular MS office but also updated version of office with whole lots of new features, upgrade and updates. Every month Office 365 team adds new feature into office 365. If you are Office 365 user then you may have seen Drawing feature in MS PowerPoint, Visual graph and Dynamic filter in MS Excel, and so on so forth.

When do I get the newest features in Office 2016 for Office 365?

As new Office 365 features become available, they are sometimes rolled out over a period of time to all subscribers. If you have an Office 365 work or school account, the timing of when you receive new features may also depend on your organization’s settings. Eventually, all Office 365 subscribers will receive the new features. If you don’t see a feature you’re expecting in your Office apps, there’s no need to worry—it’s on its way!

Note: New builds are also rolled out this way. This means when a build becomes available, not all customers will receive the new features right away. However, you can expect it to come to your device soon.

  • Who gets new features?
    All new features are included for free as part of your Office 365 subscription. If you have a work or school account, your administrator may control when you see new features. If you have a one-time purchase of Office 2016, you will receive security and performance updates but no new features.
  • How do I get new features?
    You will get them automatically as they are rolled out. You can also check for and install updates manually. (This does not guarantee that you will receive the newest features right away.)
  • When will new features arrive in my Office?
    We don’t publish an exact day when the updates occur because that day can vary, and multiple updates could happen in a month. All Office 365 subscribers will eventually get the new features. However, if you’d like to get them sooner, you can join the Office Insider program.

How are Office Updates rolled out?

If you’ve joined the Office Insider program, you get preview builds for the latest features, security updates, and performance fixes that Microsoft releases before anyone else. For the Windows, Mac, and Windows Mobile Office Insider programs, there are two tracks: Office Insider Fast and Office Insider Slow. Office Insider for iOS has fast, while Android currently only has slow.

When new features and updates are distributed, the timeline usually goes like this:

  1. Insiders who have signed up for Office Insider Fast will receive the earliest, preview build first. This track is for Insiders who feel comfortable with using unsupported builds and will help identify issues and provide valuable feedback to Microsoft. (This only applies to Windows, Mac, iOS, and Windows Mobile which have the Fast program. The Android program will eventually get the fast track as well.)
  2. Next, Insiders who have joined Office Insider Slow get access to preview builds. These preview builds differ, in that they are fully supported by Microsoft. This means there’s minimal risk and your feedback will be used to tweak and improve the final Office update.

    If you are an Office Insider for Android, this is the only option and you will receive a supported builds before other users.

  3. The remaining Office 2016 users get updates a little later, typically one to three weeks after Office Insiders, or possibly longer. When they’re released, these updates are sent to a small percentage of users first, and then more users are added over time until all Office subscribers are updated.

When new features are available, they will download automatically if you have Office for Windows. If automatic update is not turned on, you can Install Office updates manually. If you have a Mac, be sure to configure Mac to update automatically.

Visit the Office Insider program to sign up. You can also follow the @OfficeInsider Twitter handle to find out about new features and updates that are released to Office Insiders.

Getting started with Office 365

What is Office 365? How is it different from Microsoft Office?

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Office 365. “Office 365” refers to subscription plans that include access to Office applications plus other productivity services that are enabled over the Internet (cloud services). Office 365 includes plans for use at home and for business. Learn about Office 365 for use at home. Office 365 plans for business include services such as Skype for Business web conferencing and Exchange Online hosted email for business, and additional online storage with OneDrive for Business.

Many Office 365 plans also include the desktop version of the latest Office applications, which users can install across multiple computers and devices. The fully installed applications include: Word, Excel, PowerPoint, OneNote, Outlook, Publisher, and Access. (Publisher and Access are available on PC only.) And you can install them across multiple devices, including PCs, Macs, Android tablets, Android phones, iPad, and iPhone. When you have an active Office 365 subscription that includes the desktop version of Office, you always have the most up-to-date version of the applications.

The Office 365 plans that are online-only are a great choice for certain business needs, and they are designed to work with the latest version of Office, Office 2013, and Office 2011 for Mac. Previous versions of Office, such as Office 2010 and Office 2007, may work with Office 365 with reduced functionality. Get more details about which Office versions are supported. NOTE: This compatibility with Office does not include the Exchange Online Kiosk or Office 365 Enterprise K1 plans.

All Office 365 plans are paid for on a subscription basis, monthly or annually.

Microsoft Office. “Microsoft Office” is the name we still use for our familiar productivity software. Office suites are available as a one-time purchase and include applications such as Word, Excel, and PowerPoint, which can be installed on only one PC or Mac. The applications are not automatically updated; to get the latest version, you can purchase the product again when the new version becomes available. The latest versions currently available for one-time purchase are Office 2016 for Windows and Office 2016 for Mac. These suites do not come with any of the cloud-based services included in Office 365.

Will Office 365 work with my copy of Office?

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Office 365 is designed to work with the latest version of Office, Office 2013, and Office 2011 for Mac. Previous versions of Office, such as Office 2010 and Office 2007, may work with Office 365 with reduced functionality. Get more details about which Office versions are supported. If you have Office 2003 or an earlier version, you will need to update to a newer version of Office in order to use Office 365; or you can subscribe to one of the many Office 365 plans that include the latest version of Office. In addition to getting the latest version of Office as part of your subscription, you will also get automatic updates, so your Office will always be up to date. Compare plans.

How many devices can I install Office on if I have an Office 365 Business or ProPlus subscription?

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Office 365 Business and ProPlus subscribers can install Office on up to 5 PCs or Macs, 5 tablets, and 5 smartphones. You can count hybrid Windows devices, such as the Microsoft Surface Pro, as either a PC or a tablet.

Is Internet access required for Office 365?

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Internet access is required to install and activate all Office 365 plans and to manage your subscription account. Internet connectivity is also required to access Office 365 cloud productivity services, including email, conferencing, IT management, and other services.

Many Office 365 plans also include the desktop version of Office, for example, Office 365 Business Premium and Office 365 Enterprise E3. One of the benefits of having the desktop version of Office applications is that you can work offline and have the confidence that the next time you connect to the Internet all your work will automatically sync, so you never have to worry about your documents being up to date. Your desktop version of Office is also automatically kept up to date and upgraded when you connect to the Internet, so you always have the latest tools to help you work. Compare Office 365 plans.

What is the cloud?

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“The cloud” is a friendly way of describing web-based computing services that are hosted outside of your organization. When you use cloud-based services, your IT infrastructure resides off your property (off-premises), and is maintained by a third party (hosted), instead of residing on a server at your home or business (on-premises) that you maintain. With Office 365, for example, information storage, computation, and software are located and managed remotely on servers owned by Microsoft. Many services you use every day are a part of the cloud—everything from web-based email to mobile banking and online photo storage. Because this infrastructure is located online or “in the cloud,” you can access it virtually anywhere, from a PC, tablet, smartphone, or other device with an Internet connection.

How many users does Office 365 support?

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Office 365 is highly scalable and can support everything from a one-person business to companies with tens of thousands of users:

  • Office 365 Business plans are best for companies with one to 300 users.
  • Office 365 Enterprise plans fit organizations ranging in size from a single employee to 50,000-plus users.

You can compare all the options here.

What mobile apps are available for Office?

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Office provides the following apps:

  • Office for Android™: View, create and edit documents with touch-friendly Word, Excel and PowerPoint apps. You can count on Office for Android to keep your content and formatting intact so the document looks great when you’re back on your PC or Mac. In Word, add comments or track changes while you work together with others. Review and update Excel spreadsheets and easily add formulas or charts. Make changes to PowerPoint presentations and project them wirelessly on a big screen.

    You can view documents for free with Office for Android. Editing and creating documents requires an eligible Office 365 subscription: Office 365 Home, Office 365 Personal, Office 365 University, Office 365 Business, Office 365 Business Premium, Office 365 Enterprise E3, E4, and E5, Office 365 U.S. Government E3 and E4, Office 365 Education Plus, and Office 365 ProPlus.

  • Office for iPad®: View, create and edit documents with touch-friendly Word, Excel and PowerPoint apps. You can count on Office for iPad to keep your content and formatting intact so the document looks great when you’re back on your PC or Mac. In Word, add comments or track changes while you work together with others. Review and update Excel spreadsheets and easily add formulas or charts. Make changes to PowerPoint presentations and project them wirelessly on a big screen.

    You can view documents for free with Office for iPad. Editing and creating documents requires an eligible Office 365 subscription: Office 365 Home, Office 365 Personal, Office 365 University, Office 365 Business, Office 365 Business Premium, Office 365 Enterprise E3, E4, and E5, Office 365 U.S. Government E3 and E4, Office 365 Education Plus, and Office 365 ProPlus.

  • Office Mobile: Office Mobile is preinstalled on Windows Phone 8 and is available for select models of iPhone® and Android phones. Office Mobile offers great Office content viewing and on-the-go content editing capabilities. And you can count on Office Mobile to keep your content and formatting intact so the document still looks great when you’re back on your PC or Mac. Office Mobile for iPhone and Android phones can be used for free for non-commercial use, simply download the app from the store on your phone.

    In order to edit or create documents or to access documents stored in SharePoint and OneDrive for Business on premises, you must have a qualifying Office 365 plan: Office 365 Business Premium, Office 365 Enterprise E3, E4, and E5, Office 365 U.S. Government E3 and E4, Office 365 Education Plus, Office 365 ProPlus, and Office 365 University.

  • Outlook Mobile: Windows Phone 8 includes a pre-installed version of Outlook that you can use to access your Outlook.com, Office 365, or Exchange email.
  • OneNote: You can use the mobile OneNote app to access your notes while on the go. This app is available on Windows Phone 8, iPhone, iPad, and Android phones.
  • OWA: If you have an Office 365 subscription that includes Exchange Online, you can use the OWA app to sort, scan, and respond to email, and stay on top of your schedule. This app is available on iPhone and iPad.
  • Lync Mobile: If your organization uses Skype for Business or the newest version of Lync, you can use the mobile Lync app or the Skype for Business mobile app, to stay connected while on your mobile device. This app is available on Windows Phone 8, iPhone, iPad, and Android phones.
  • SharePoint Newsfeed: If your organization uses the newest version of SharePoint, you can use the SharePoint Newsfeed app to access your newsfeed from your mobile device. This app is available on Windows Phone 8, iPhone, and iPad.

Where’s my country/region? I do not see it in the dropdown list on the signup page.

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Office 365 is offered in a number of countries/regions and languages. If your country’s/region’s name doesn’t appear in the list, we have not currently launched a version of Office 365 for your market. We’re continuing to launch Office 365 in new markets and will publicly announce when we launch Office 365 in any new market.

With a subscription to Office 365, you can get:

  • The latest Office apps, like Word, Excel, PowerPoint, and Outlook.
  • The ability to install on PCs, Macs, tablets, and phones.
  • 1 TB of OneDrive cloud storage.
  • Feature updates and upgrades not available anywhere else.

What’s the difference between Office 365 and Office 2016?

Office 365 is a subscription service that includes the most recent version of Office, which currently is Office 2016. It comes with the applications you’re familiar with, like Word, PowerPoint, and Excel, plus extra online storage, ongoing tech support at no extra cost, and more.

You can choose to pay for an Office 365 subscription on a monthly or yearly basis, and the Office 365 Home plan lets you share your subscription with up to four members of your household. Different Office 365 plans are available for home and personal use, as well as for small and midsized businesses, enterprises, schools, and nonprofits.

Office 2016 is also sold as a one-time purchase, which means you pay a single, up-front cost to get Office applications for one computer. One-time purchases are available for both PCs (such as Office Home & Student 2016) and Macs (such as Office Home & Student 2016 for Mac). One-time purchases don’t have an upgrade option, which means if you plan to upgrade to the next major release, you’ll have to buy it at full price.

Office Online is the free version of Office that you can use in your web browser. Try the Office Online apps.

Ready to install Office? See Install Office on your PC or Mac.

Compare Office 2016 as a one-time purchase to an Office 365 subscription

One-time purchase
(Example: Office Home & Student 2016)
Office 365 subscription
(Example: Office 365 Home)
Cost Pay a single, one-time cost Pay a small monthly fee, or save by paying for a full year
Office applications Included Get Office 2016 applications, like Excel, Word, and PowerPoint. Your apps won’t be updated when new features are released. Included Get the latest version of Office applications, like Excel, Word, PowerPoint, and Outlook. Right now that’s Office 2016, but your version will continue to receive new feature updates. PC users also get Access and Publisher.
Feature updates Not included Security updates are included, but you won’t get new features that are added to Office 2016. Upgrades to major releases are not included. Included Your version of Office will always be improving. Get the latest features and updates from Microsoft. Major upgrades to future versions are included.
Install Office on more than one computer (Mac or PC) Not included One-time purchases are designed for a single operating system, so your copy of Office is good for either one Mac or one PC. Included With Office 365 Home, you can install Office desktop applications on up to 5 computers, which can be a combination of Macs and PCs. If you don’t need all of those installs, share them with members of your household.
Install Office and get advanced features on tablets and phones Not included Get basic editing features only on your tablet or phone. Included Get extra features when you sign in to Office apps on your device. With Office 365 Home, you’ll get these extra features on up to 5 tablets and 5 smartphones.
Extra online storage Not included Not included. Included Securely store your files in the cloud and access them from anywhere. Get 1 TB of OneDrive cloud storage per user, for up to 5 users.
Technical support is included Not included Initial technical support is included for installing only. Included Contact us throughout your subscription at no extra cost for help with technical issues, or for subscription and billing support.

 

What is OneDrive for Business?

Introduction

OneDrive for Business gives you one place to store, share, and sync your work or school files.

As part of your organization’s Office 365 subscription, or SharePoint Server, you can save your files in OneDrive and then work with them from almost any device.

Sign in to Office 365 with your work or school account, so you can:

  • Upload files from your PC or Mac.
  • Share files with others.
  • Give others permission to edit files and work on them at the same time.
  • Get to your files from anywhere, on your computer, tablet, or phone.
  • Sync OneDrive for Business to your PC or Mac, so you can access your files even when you’re offline.

Set up your phone or tablet

With OneDrive for Business on your phone or tablet, take your files with you and work where you want, on all your devices.

  1. Download the OneDrive app:
    • For Android phones and tablets, download the OneDrive app from the Google Play store.
    • For iPhones and iPads, download the OneDrive app from the App Store.

    NOTE: If you have a Windows 10 phone, you already have the OneDrive app.

  2. Sign in with the account you use for Office 365 for business, to see and share your files stored in OneDrive.
  3. To add another account, like your personal OneDrive account:
    • For Android phones and tablets, tap the Menu icon Delve for Android Menu and then tap Add another account.
    • For iPhones and iPads, tap the Accounts and Settings icon iPhone profile icon and then tap Add account.
  4. If you have the Office mobile apps, like Word, Excel or PowerPoint, you can also open, view, and edit your OneDrive files from there.

OneDrive for Business basics

Use the OneDrive for Business navigation pane, file list, and toolbar to view and work with your files.

Navigation pane

  • Select the Files, Recent, and Shared with me links to see how that changes what you see in the file list.
  • Select Discover to see what’s trending around you, based on who you work with and what you’re working on.
  • If you belong to Groups, select a group to see files related to that group.

Toolbar

  • Use the toolbar to Search for files, create New files and folders, Upload files, and Sync them.
  • Select Sort OneDrive for Business Sort button to change how you’d like to view your files.
  • Select View OneDrive for Business View button to change the view.
  • Select Information OneDrive for Business Informationbutton to check recent activity on your files.
  • Select a file and choose what you’d like to do with it: Open, Share, Get a link, Download, Delete

Upload files and folders

Upload files to OneDrive for Business so you can get to them from anywhere, on almost any device.

Upload files

  1. Select Upload.

    NOTE: In Google Chrome or Microsoft Edge, select Upload > Files.

  2. Select the file or files you want to upload.
  3. Select Open.

NOTE: You can also upload files by opening File Explorer, selecting the files you want to upload, and dragging them to OneDrive for Business.

Upload folders in Microsoft Edge or Google Chrome

  1. Select Upload > Folder.
  2. Select the folder.
  3. Select Upload.

Upload folders in other browsers

  1. Select New > Folder to create a folder.
  2. From the folder you want to upload, select the files.
  3. Drag and drop the files into the new folder you created in OneDrive.

Create files and folders

With your files saved to OneDrive for Business, you can create files and folders to manage your work.

Create a file in OneDrive

  1. Select New and choose the type of file you want, like Word, Excel, or PowerPoint.
  2. To rename the file, click the title of the file in the title bar, for example Document, and then type a name. All changes are automatically saved in the Office online apps, so when you go back to OneDrive, your new document is already saved.

Create a file in an Office desktop app

  1. Open a desktop app, like a Word document, Excel workbook, or PowerPoint presentation.
  2. Select File > Save As.
  3. For the location, select your OneDrive for Business account.
  4. Type a name for the file.
  5. Select Save.

Create folders

  1. Select New > Folder.
  2. Type a name for the folder.
  3. Select Create.
  4. Select the files you want and drag them into the folder.

Share files and folders

With your documents in OneDrive for Business, you can share them with others, control who can view or edit them, and work together at the same time.

Share a file

  1. In the file list, right-click a document, or select a document and then select Share.
  2. Select Get a link.
  3. Choose who to share with, and if they can view or edit the file.

    To share with people inside your organization, choose:

    • View link – account required – people inside your organization can view, copy, or download the document.
    • Edit link – account required – people inside your organization can edit, copy, or download the document.

    To share with people outside your organization, choose:

    • View link – no sign-in required – people outside your organization can view, copy, and download the document.
    • Edit link – no sign-in required – people outside your organization can edit, copy, and download the document.
  4. For external links, select SET EXPIRATION, and choose when you want the link to expire.
  5. Click Copy and paste the link in an email or post it.

    NOTE: Links that don’t require a sign-in can be opened by anyone, so make sure the content can be shared publicly.

Share a folder

  1. In the file list, right-click a folder, or select a folder and then select Share.
  2. Type the names or addresses of who you want to share with.
  3. Select Share. The people you share with get an email with a link to your folder.

Work together at the same time

  • Everyone with edit permission can work on shared documents together at the same time.
  • Within the file, click the Share button to invite more people.
  • You can also share documents from the OneDrive app on your phone or tablet.

Outlook iPhone and iPad Tutorial

Outlook Life

Step 1: Add email accounts when you first start Outlook.

Add an email account

  1. Select Settings, select Add Account, and then select Add Email Account.
  2. Enter your e-mail address, and then select Add Account.
  3. Select an email provider from the list.

    NOTE: If you cannot find your email provider, then select IMAP.

  4. Enter your password to sign in.

In iPad or iPhone, you can create and send a new email message, reply to an email message, forward an email message, and finish a draft message.

Step 2: Create a message

  1. Tap the new message icon. NewEmail
  2. In To, Cc, and Bcc, type the name or email address of the people you want to send an email:
    • You can add multiple names or email addresses.
    • Use Cc to copy someone on an email.
    • Use Bcc if you want to copy someone but you want it to be a blind copy, where other people don’t see that person when they receive the email.
  3. Add a Subject.
  4. If you have multiple email accounts, tap the email address at the top of the email message, and select the email account you want to send the email from.
  5. Tap in the body of the email message and type your message.
  6. Tap Attach Attachment to attach a file. You can also attach an image.
  7. Tap Send send to send the email message.

Step 3: Read, Switch and Do more

You can read your email, switch between inboxes, filter your email, and reply, forward, print, and delete email messages.

View messages

  1. Tap Mail.

    NOTE: The Focused inbox opens. Tap Other to see other emails. The inbox you’re in is underlined in blue.

  2. Tap an email message to read it.

Filter messages

  1. Tap Filter, and then tap:
    • Unread – to view only unread messages.
    • Flagged – to view only messages that you flagged.
    • Attachments – to view only messages that have files attached to them.

Reply, Reply All, and Forward messages

  1. Tap Reply Arrow , and then tap:
    • Reply – to reply to the email.
    • Reply All – to reply to everyone who received the email.
    • Forward – to forward the email to others.
    • Cancel – to close the menu.

More options

  1. Tap More Options , and then tap:
    • Schedule – to schedule the email message to reappear in the inbox later.
    • Move to Non-Focused Inbox – to train Outlook that these emails are not considered Focused.
    • Move – to move the email message to a folder.
    • Print Conversation – to print the conversation.
    • Mark Unread – to mark the email message as unread.

Delete a message

  • Tap Delete Delete to delete the email message.

Archive a message

  • Tap the Archive Multiple messages or swipe a message left.

Select multiple messages

  1. Tap and hold an email message.

    NOTE: A checkbox appears next to the message to show it’s selected.

  2. Select additional messages.
  3. Choose what you want to do with the selected messages: archive, trash, move to a different folder, or flag them by tapping the three dots while the multiple email messages are selected.
  4. Tap Cancel to remove the checkmarks.

Swipe messages

  1. Tap an email message and swipe left to archive the email message.
  2. Tap an email message and swipe right to schedule the email to return to your inbox.

    NOTE:  In the pop-out box that appears, select a time or a date and time to return the email to your inbox.

View another account or folder

  1. Tap Menu Menu .
  2. Tap the down arrow to select the account:
    • A full folder list appears. You can see any custom labels that you have set up (e.g. Gmail) or any folders that you have created from any other type of email account.
    • You can access your sent mail, your trash folder, and your drafts. The number adjacent to the folder indicates the number of unread email messages you have in that particular folder.
  3. Tap the folder you want to view.
  4. When you’re done, you can tap Up to collapse that account and select All Accounts.

Step 4: Manage Contacts

Using contacts is a great way to stay in touch with your clients, customers, and colleagues, without having to remember all their email addresses and phone numbers. In Outlook, contacts are called People.

Search for a contact

  1. In People, tap Search Search .
  2. Type a name or an email address.
  3. Tap the contact that you want.
  4. Tap one of the following to see details about the contact:
    • Info – to see the contact’s information.
    • Mail – to see previous email conversation(s) with the contact.

      NOTE:  Tap an email to view it.

    • Events – to see meetings or events that you had or are going to have with the contact.
    • Files – to see the files shared between you and the contact.

      NOTE: Tap use Filter to find specific files sent by the person.

    • On iPhone, tap Cancel.
    • One iPad, tap X close next to the search bar, and then tap Cancel.
  5. Close the search box.

Send an email to a contact

  1. Tap Mail.
  2. In Mail, tap Compose NewEmail to create a new email.
  3. If you want to add more recipients, type a name in the To box.
  4. Tap the contacts that you want to receive the email.
  5. Tap send or tap X Close to close.

Step 5: Schedule Meetings

Create and send a meeting invitation that shows your availability and let your recipient choose a time that works for them.

Send a meeting invitation with available time slots

  1. Tap New Message NewEmail to create a new email message.
  2. Tap the body of the email message.
  3. Tap Add Meeting Meetings .
  4. Tap Send Availability.
  5. Tap to select available time slots.
  6. Tap Done.

    NOTE: The selected time slots are included in the email message body.

  7. Type the recipient’s email address and the subject into the respective email fields.
  8. Tap Send send to send the invitation with your availability.

Step 6: Schedule Appointments

Use your Outlook calendar to let others know when you’re running late to an appointment or meeting.

See the details of an appointment

  1. Tap the appointment you want to see.

    NOTE: Outlook lets you tell your meeting colleagues when you’re running late. You can either tell the participants or just the organizer.

  2. Tap Organizer (on iPad) or Email Attendees (on iPhone) to send a message to meeting attendees.
  3. To let others know you’re running late:
    • Tap Send a note to send a custom message.
    • Tap I’m running late to pre-populate a reply directly into the email.

Step 7: View and Manage Calendar with Color Code

Switch between different views of your calendar to see your appointments for the day or week.

Access the calendar

  1. Tap Calendar.
  2. Tap Agenda to see a list of all appointments.

    NOTE: You can select Day view or 3-Day view.

  3. Tap Day to see appointments for the day.

    NOTE: You can also swipe back and forth to switch between days or weeks.

  4. To get to a new month, tap Agenda and swipe down on the month.
  5. Tap Up UP to take you back to today.
  6. Tap Menu Menu and then tap any calendar you don’t want to see.
  7. Tap Options next to a calendar to change its color.