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Getting Started with Microsoft 365


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Microsoft 365 is Microsoft’s cloud-based productivity tool, which incorporates online services with desktop apps and other Microsoft tools.

Getting Started with Microsoft 365 is intended to introduce users to Microsoft 365 and get started with basic tasks. They will become familiar with the apps and services included in a business subscription, file storage with OneDrive, and how to manage users, domains, and security.

By the end of this course, users should be comfortable with logging into and out of their accounts and modifying basic account settings. They will become familiar with the apps and services available in their subscription and how to communicate with others using OneDrive, as well as perform administrative tasks (such as managing users and groups within Microsoft 365), manage domains, and use the Security and Compliance Center.

About This Course

Course Prerequisites

Course Overview

Course Objectives

How to Use This Book

Lesson 1: Getting Started

TOPIC A: About Microsoft 365

What is Microsoft 365?

What is Included in Microsoft 365?

What are the Requirements to Use Microsoft 365?

Frequently Asked Questions

TOPIC B: Navigating Your Account

Log into Microsoft 365

Navigate the Office Landing Page

Update your Profile

Log Out of Microsoft 365

Activity 1-2: Navigating Your Account

TOPIC C: Finding Help and Changing Settings

Search for Help

View Settings

Change Your Password

Change Your Language

Activity 1-3: Finding Help and Changing Account Settings

TOPIC D: Using Desktop Office Apps

Download and Install Office Apps

Opening the Office Desktop App

Signing into Microsoft 365 from Office Apps

Activity 1-4: Download and Install Office


Review Questions

Lesson 2: Your Subscription Package

TOPIC A: Included Apps








Activity 2-1: Exploring Microsoft Apps

TOPIC B: Included Services

Microsoft Teams




Activity 2-2: Exploring Microsoft Services


Review Questions

Lesson 3: File Storage and Collaboration

TOPIC A: Getting Started with OneDrive for Business

What is OneDrive for Business?

Add Files to OneDrive

Create Files

Organize Files

Delete Files

Activity 3-1: Getting Started with OneDrive for Business

TOPIC B: Collaborating Using OneDrive for Business

Use the Discover Feature

Share Files

Configure OneDrive for Business Sync

Sync One Drive for Business to Your Computer

Back Up Files

Protect Files

Activity 3-2: Collaborating Using OneDrive for Business

TOPIC C: Using Delve

What is Delve?

Search Using Delve

Add Results to Favorites

Share with Delve

Use Boards

Activity 3-3: Using Delve


Review Questions

Lesson 4: Managing Users

TOPIC A: Getting Started as an Administrator

What is an Administrator?

Navigate the Admin Center

Use the Message Center

Use the Service Health Center

Activity 4-1: Getting Started as an Administrator

TOPIC B: Managing Users

Add a User

Edit a User

Reset a User Password

Delete a User

Add Contacts

Activity 4-2: Managing Users

TOPIC C: Managing Groups

Add a Group

Edit a Group

Delete a Group

Create Shared Mailboxes

Activity 4-3: Managing Groups

TOPIC D: Managing Resources

Add Rooms or Equipment

View Sites

Change Site Sharing Settings

Add Sites

Activity 4-4: Managing Resources


Review Questions

Lesson 5: Managing Security

TOPIC A: Managing Domains

What is a Domain?

View Current Domains

Add a Domain

Add a Domain to Email Accounts

Activity 5-1: Managing Domains

TOPIC B: Security and Compliance

Navigate the Security & Compliance Center

Create Alerts

Manage Alerts

Manage User Permissions for the Security & Compliance Center

Manage Data Loss Prevention Policies

Activity 5-2: Managing Security and Compliance


Review Questions

Lesson Labs

Lesson 1

Lesson Lab 1-1

Lesson 2

Lesson Lab 2-1

Lesson Lab 2-2

Lesson 3

Lesson Lab 3-1

Lesson 4

Lesson Lab 4-1

Lesson Lab 4-2

Lesson 5

Lesson Lab 5-1

Course Wrap-Up

Post-Course Assessment

Course Summary


Keyboard Shortcut Quick Reference Sheet


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