The document provides an overview and introductory guidance for using Office 365, covering account personalization, signing into applications, and an introduction to key apps like OneDrive, SharePoint, and Teams. It explains how to personalize profiles, themes, and document storage locations, as well as details on collaboration features and file management. Additionally, it includes resources for further training and links to online support and video tours.

1. OFFICE 365 –FIRST THINGS TO
DO & AN OVERVIEW
LYNN DYE 405-633-1770
EXTREME VIRTUAL SUPPORT, INC.
DIGITAL ORGANIZATION | SOCIAL MEDIA | OFFICE 365 TRAINING | WEBSITES
HTTP://LYNNDYE.COM/
LYNN@EXTREMEVIRTUALSUPPORT.COM

2. WHAT WE’LL COVER
• Account personalizations (about you and start page)
• Sign into your Office apps on the desktop to add your account(s)
• Add your places (you can have OneDrive for Biz, OneDrive, SharePoint & more)
• Introduction to main apps (Teams, OneDrive for Business & SharePoint)
• Resources
• Subscribe to my YouTube channel and my newsletter

3. VIDEO TOUR OF OFFICE 365 APPS AND WHAT THIS
PRESENTATION CONTAINS
Link to YouTube to watch there

4. OFFICE 365 – WHAT IS IT?
• Office apps in the cloud (Word, Excel, PowerPoint, Outlook, OneDrive, SharePoint)
• Office mobile (get either Android or iPhone apps free)
• Online versions of Office anywhere there’s an internet connection
• Collaborate with documents in real time with co-workers
• Constant updates to Office (for those with Office 2016 Pro Plus)

5. WHEN YOU FIRST LOG IN
• Log in at http://login.microsoftonline.com and sign in with your O365 credentials
• As you click the Office 365 tab at the upper left corner, your main apps appear
(only the Admin sees the Admin tile). Click the ‘Explore all your apps’ to see even
more apps.

6. SETTING UP
YOUR O365
ACCOUNT
ONLINE
• After logging in, click your name in the upper
right and then click ‘My profile’ and you’ll be
taken to the app called Delve. This is where
you’ll personalize your account.

7. PERSONALIZE YOUR ACCOUNT
• Anywhere you see the little pencil icon means that
field is editable.
• Click on the icon and fill out the parts you want
• Then click on the camera icon and upload a photo
of you

8. PERSONALIZING
• Here’s a little more on the ‘About me’
section. This is probably used more in a
larger corporate setting where people
don’t know everyone.
• This section also has a list of recent
documents you’ve worked on
• Other people will also appear in this
section – if you click on the other
people, you’ll see what they want you
to see. You can make public what you
want and make other things private.

9. PERSONALIZE YOUR O365 THEME & START PAGE
• Click on ‘My account’
• Select a theme and a start page
• TIP: On most pages when you’re
in O365, you’ll need to click the
save changes button!

10. PERSONALIZE OFFICE DOCUMENTS
• When you start Office (from the
desktop), be sure to sign in with
your O365 credentials
• To do this, open Outlook, PPT,
etc. and click on ‘File’ then
‘Account’, and you can do
background, and theme
personalizations.
• Be sure to sign in (at the top)

11. PERSONALIZE OFFICE DOCUMENTS
• From then on, when
you open up an app,
you’ll be able to see a
list of your recent
documents

12. PERSONALIZE OFFICE – ADDING PLACES
IN THE BACK END OF OFFICE
• When in Word, Excel, or PPT, you can click on ‘Add
a Place’ and then add your OneDrive and SP
locations to save your documents to either of
these places.
• This saves time and you’ll then know where your
documents are located.

13. DEEPER LOOK AT THE MOST USED O365 APPS
ONEDRIVE FOR BUSINESS | SHAREPOINT | TEAMS
• Chat-based collaborative tool that includes file storage and sharing
• 1 x 1 chat and threaded conversations to keep track of things
• Shared workspace (you can have several projects to keep things separated)
• Whoever starts the team can invite people within and outside the organization
• Calendar built into teams for scheduling meetings

14. DEEPER LOOK AT THE NEWER O365 APPS
ONEDRIVE FOR BUSINESS | SHAREPOINT | TEAMS
• OneDrive for Business (ODFB) – this is your personal place to put your business
files – the ones only you will need to access
• You can upload files or folders of just about any type (.jpg, .png, .pdf and of
course, all office files). Uploading can be done in the cloud (on-line) or you can
drag files into OneDrive from Windows Explorer

15. DEEPER LOOK AT THE NEWER O365 APPS
ONEDRIVE FOR BUSINESS | SHAREPOINT | TEAMS
• Here is ODFB from within Windows
Explorer
• You can create folders or drag and
drop existing files/folders here
• Everything syncs to the cloud and you
have the ability to access from
anywhere
• Here is ODFB from the web
• Click the ‘Upload’ button to upload either files or
folders
• Multiple files can be selected and uploaded at the
same time
• After upload, click on the ‘Sync’ button to synchronize
to your desktop

16. DEEPER LOOK AT THE NEWER O365 APPS
ONEDRIVE FOR BUSINESS | SHAREPOINT | TEAMS
• There’s ODFB that is part of your business/O365 subscription
• Then there’s OneDrive (OD). This is the consumer OneDrive and should NOT be
used at the office because it’s not part of the business plan
• You can tell the difference because your company name will be next to the
OneDrive!

17. DEEPER LOOK AT THE NEWER O365 APPS
ONEDRIVE FOR BUSINESS | SHAREPOINT | TEAMS
• SharePoint is for sharing files with the team or select groups of people
• Your company already has a Team Site where documents can be stored and
everyone can access
• New sites can be created and invitations sent to all or some

18. DEEPER LOOK AT THE NEWER O365 APPS
ONEDRIVE FOR BUSINESS | SHAREPOINT | TEAMS
• SharePoint and ODFB can be simply used as a storage area for files that people
need to access from time to time
• OR SharePoint and ODFB can be used as extremely powerful tools. Some
examples:
• Force files to be checked out and in
• Create lists and put meta data (detailed information) on files and folders for faster
search
• Create work flows from with SP to have a method you want people to use for certain
files
• Have subsites of sites and add what are called ‘web parts’ – additions to SP sites that
may have calendars, photos, chat and more

19. RESOURCES FOR FREE O365 TRAINING
• https://support.office.com/office-training-
center?ui=en-US&rs=en-US&ad=US
• This site has an intro into each app (video
and transcript)
• There are cheat sheets and downloadable
pdfs with great tips
• Office quick start guides
• Links to more training

20. Lynn Dye Extreme Virtual Support, Inc.
Digital Organization | Social Media | Office 365 training |
Websites
http://lynndye.com/
lynn@extremevirtualsupport.com
Please subscribe to
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Have a question on something here or something different regarding O365? Send me an
email to lynn@extremevirtualsupport.com

21. • https://support.office.com/office-training-center?ui=en-US&rs=en-US&ad=US
• Office training center