A simple walkthrough with tips and troubleshooting along the way

It’s time to get Office 365 up and running. Microsoft has made that easy. If you’re using any of the applications online, just open up a browser and sign on. If your Office 365 option includes versions of the applications that’ll live on your computer or mobile device, download them, launch them, and set them up.

Your subscription email address and password is the key that links everything. These two valuable pieces of information allow you to access documents from any device. It also lets you use Outlook on the web, your computer, and your mobile devices.

What’s even more convenient is that configuring Outlook to manage your email across all these devices is pretty much automatic. Here’s what you need to know for your Office 365 mailbox setup in Outlook.

The starting place

The easiest way to set up the Office 365 Outlook mailbox is to be in front of your computer. Then, just follow these six painless steps.

  • Open your browser and sign on to Office 365.
  • Open the app launcher.
  • Choose Mail to see your email.
  • If this is your first time using Outlook, it will open the Auto Account Wizard.
  • Select Next. On the E-mail Accounts page, select Next. You need two pieces of information: the email address assigned to you when you were given your Office 365 account information and your password.
  • The Auto Account Wizard configures it from there.

You’ll now have access to your email account in Outlook. The only thing left to do is create and add your signature added at the end of outgoing messages. Click on the Settings icon and select Options from the drop down menu.

  • Expand the MAIL | Layout menus in the left-hand navigational pane.
  • Click Email signature.
  • Create your signature.
  • If you don’t select the check box to automatically include your signature on messages, you can add to a message by clicking the extended menu at the top of the message and selecting insert signature. Want an image as part of the signature? Copy it from a source and paste that image in the signature text box.

Your other versions of Outlook

You can set up the Outlook client on your computer the same way. If you haven’t already done so, install the version of Office included with your Office 365 for Business subscription, see Install Office using Office 365 for business. If you’re an Office 365 Home user, see Install Office 365 Home, Personal, or University.

Now it’s time to connect your desktop version of Outlook to Office 365. No surprise here. It’s your old friend, the Auto Account Wizard. Follow the familiar steps using your email address and password.

A la carte

If you signed up to use Office 365 for business, you still might want to use an earlier version of Office, such as Office 2010 that you already have installed on your PC.

You’ll need to set up the existing desktop applications like Word 2010 or Outlook 2010 to work with Office 365 for business. Use Office 365 desktop setup to configure your desktop applications and install required updates. Before you run Office 365 desktop setup, be sure that your computer meets the software requirements for Office 365 for business.

  • Sign in to Office 365 with your account information.
  • In the upper-right corner, click Settings > Office 365 Settings.
  • Click Software > Desktop setup.
  • On the Desktop setup page, click Set up.
  • When you’re asked if you want to run the application, click Run, and then follow the instructions.

It didn’t work!

If your account doesn’t automatically set up, Outlook may ask you to try again. It’ll switch to an unencrypted connection to the mail server. If that doesn’t work, you can use the manual setup option.

Start up the Auto Account Wizard again. If the Wizard doesn’t open, select the File tab on the Outlook toolbar.

  • Select Add Account
  • The process is the same. You’ll use the email address assigned to you when you were given your Office 365 account information and your password.
  • Check the Manual setup or additional server types box.
  • Select Microsoft Exchange Server or compatible service, and click Next.
  • Type the Exchange server name. Your Exchange administrator can give you this name.
  • To use Cached Exchange Mode, check Use Cached Exchange Mode. Cached Exchange Mode allows you to work with items in your Exchange mailbox even when your network connection is slow or unavailable.
  • In the User Name box, type your user name.
  • You’ll have a couple of options at this point.
  • Click More Settings. Select the options you want. Here’s where you’ll also make any changes your Exchange administrator requests.
  • Click Check Names to verify the server recognizes your name and your computer is connected to the network. The server and account names you specified should become underlined. If your name isn’t underlined, it’s time to talk to your Exchange administrator.
  • If you clicked More Settings and opened the Microsoft Exchange Server dialog box, click OK.
  • Click Next > Finish.

More tips and troubleshooting

If there’s a problem during the setup process, first check this article for a possible solution. If the problem keeps happening, contact your organization’s Office 365 admin or post a question in the Office 365 Community to get help.

If you have an Office 365 subscription through MessageOps, you can call our support team at 877-788-1617 for assistance.

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