Setting Up Microsoft 365 for Your Business

✅ 1. Start by setting up your admin account

Every Microsoft 365 setup begins with a single Global Admin account. This login controls your entire business environment.

• Create and manage staff accounts
• Assign or remove Microsoft 365 licenses
• Reset passwords when needed
• Configure security settings
• Set organisation-wide rules and policies

👥 2. Add your users & assign licenses

Next, create accounts for yourself and your staff. Each user needs a license to access Outlook, Teams, Word, and more.

• Go to Admin Center → Users → Active users
• Click Add user
• Assign a license (Business Basic, Standard, or Premium)
• Send login info to the employee

📧 3. Set up your business email (Exchange)

Before sending email, you must connect and verify your domain.

• Go to Admin Center → Settings → Domains
• Add your domain (e.g. yourbusiness.co.uk)
• Verify via DNS
• Update MX / TXT / CNAME records

Email should begin working within minutes after DNS updates.

💬 4. Install and set up Microsoft Teams

Teams is your hub for communication & collaboration.

• Create channels for each department
• Organise teams based on structure
• Set channel posting permissions
• Link SharePoint / OneDrive folders

📁 5. Configure OneDrive & SharePoint

• OneDrive → personal user storage
• SharePoint → shared team storage
• Create department folders
• Set permissions correctly

🔐 6. Apply essential security settings

• Turn on MFA
• Enable Conditional Access
• Block risky sign-ins
• Require strong passwords
• Enable phishing & spam protection

📋 7. Final setup checklist

• Admin account secured
• Users & licenses added
• Email domain verified
• Teams channels created
• SharePoint & OneDrive organised
• MFA + security policies enabled

Once complete, your business is fully ready to run on Microsoft 365.