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NEWS

#betyoudidntknowthat - Office 365 Portal

Welcome to the first of our #betyoudidntknowthat series of hints, tips, tricks and advice around the Microsoft suite of software / cloud including Windows Desktop, Office 2013/2016 and Office 365. In this article we're just dipping our toe into the water with the Office 365 Portal (http://portal.office.com) with a few intro tips picked up from our experience of introducing new end users to the platform.

Office 365 is a very powerful cloud communication and collaboration platform and on the most-part isn't fully utilised by most users. Features such as OneDrive, SharePoint and Skype for Business can really enhance the way in which you are able to work, share and communicate with colleagues, clients and suppliers alike.

How do I access the online services?

 

The Office 365 web portal allows secure access to online services from any internet connected device. Login at http://portal.office.com with your username (typically your email address) and your password, which will be unique to your user account. Please note that this may well be the same as your login credentials for your PC - depending on how your network is setup.

 

From the welcome portal you can access the services available to you through your licensing plan. On the video we have the E3 licensing plan, which provides access to almost all of the core Office 365 services.

 

How do I reset my password?

 

You may well have a dummy password, which you would like to reset to something more useful. Click on the cog at the top right and click on ‘Office 365 Settings’. Once loaded you can click on ‘Change Your Password’. You can then enter your existing password, along with a new password (remember to meet the strict security criteria set).

 

How do I download the desktop Office suite for my PC?

 

From the same ‘Settings’ menu you're able to download the Office suite. Note that you have to have licensing of at least the Business Premium tier to be licensed for the Office client. The Office client is included within Office 365 licensing Business Premium, E3 and E5 - plus what used to be known as Midsize Business and Small Business Premium, which some users are still on.

What else can I access through the portal?

 

Today we're just touching very briefly on some of the key features including Email (plus Contacts, Calendars, Tasks). Click on the white dots icon on the top left - you have access to Mail, People, Calendar and Tasks separately. These are all completely synchronised live from all of your devices collectively. Any changes or new items you create within the portal are immediately synchronised back to your other devices where your 365 account is active.

 

OneDrive is also a strong feature of Office 365 - providing what we see as 'My Documents in the Cloud'. Store, sync and have access to your documents on all of your devices or via the portal on any internet connected device. There is the ability to share your documents / folders with internal and external contacts, however permissions can get messy and you can easily lose track. For collaboration we're best looking at SharePoint separately - we'll touch on this in greater detail in future articles.

 

Office Apps through my web browser?

 

Through the portal you also have access to online versions of the famous Office applications. Working alongside OneDrive you're able to create, edit and save Word, Excel, PowerPoint and OneNote documents all safely within the browser and without the need for the applications to be installed locally on the device and without the need to store your data locally to the device.

 

As mentioned, we have just dipped our toes in here but these tips should help you get started with the Ofiice 365 Portal. As always, if you have any questions or need any further help, please contact us and speak to our knowledgeable team!

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