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OUTLOOK 365 WELCOME GUIDE San Juan Unified School District

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OUTLOOK 365 WELCOME GUIDE San Juan Unified School District OUTLOOK 365 WELCOME GUIDE San Juan Unified School District Page 1 Updated: 02.14.2017 Table of Contents Welcome to Outlook 365 ...................................................................................................................................... 3 First Day…First Steps ............................................................................................................................................. 3 On Your Desktop ............................................................................................................................................... 3 Outlook ......................................................................................................................................................... 3 On-Demand Training .................................................................................................................................... 3 In a Web Browser ............................................................................................................................................. 4 Login to Office 365 ....................................................................................................................................... 4 On-Demand Training .................................................................................................................................... 4 Office 365 Navigation/Terminology ............................................................................................................. 5 Personalize Office 365 .................................................................................................................................. 5 Page 2 Updated: 02.14.2017 Welcome to Outlook 365 This Welcome Guide will help guide you through the necessary first steps on your desktop and in your browser to reconfigure a few settings and begin using email and Outlook in Office 365. At this time, support is provided for Outlook activities including email, calendar, contants, and tasks. What is Office 365? In a nutshell, Office 365 is a collection of apps and cloud services that you can use to be productive across a variety of devices from just about anywhere. For now, we are just rolling out the Outlook 365 e-mail application. What is “the cloud?” The cloud is a friendly way of describing web-based computing services. Because this infrastructure is located online or “in the cloud,” you can access it virtually anywhere, from a PC, tablet, smartphone, or other device with an Internet connection. What if I need help? Please contact Technology Services at 916.971.7195 Option 2 or click on this link, Office 365 Resource Center, for your one-stop-shop for on-demand Office 365 training resources. First Day…First Steps Please complete these necessary first steps to begin using Outlook in Office 365. On Your Desktop IMPORTANT NOTE: Technology Services will no longer support Mac Mail or Microsoft Entourage, so you must use the Outlook client. If you already use the Windows or Mac Outlook client, then you will experience no change. Outlook 1. Launch Outlook. 2. (first-time only) If prompted, quit and restart Outlook. 3. (first-time only) If prompted, enter your entire email address i.e. [email protected] and be sure to save your password. 4. Confirm/Create your signature: a. Click File tab | Options b. Click Mail c. Click Signatures… button See Microsoft Office Support article: Create and add a signature to messages On-Demand Training Please go to the Office 365 Resource Center for on-demand training resources for the Outlook for the Mac 2011 and Outlook 2013 desktop applications. Page 3 Updated: 02.14.2017 In a Web Browser IMPORTANT NOTE: Technology Services recommends using the Outlook client while onsite, but you can use Outlook on the Web, if you prefer this feature-rich environment and interface. Login to Office 365 1. Launch a browser (e.g. Internet Explorer, Firefox, Chrome, Safari). 2. Navigate to login.microsoftonline.com or portal.office365.com. HINT: Add to your browser favorites or save as bookmark for easy access. TIP: You can still access your e-mail through the following standard channels: • https://portal.sanjuan.edu (go to Employee Email tile Office 365 Email – Migrated) • http://www.sanjuan.edu/ (go to STAFF tab San Juan Office 365 Email) IMPORTANT NOTE: After your mailbox has been migrated to Office 365, if you navigate to webmail.sanjuan.edu/owa, you will receive an error message: “Outlook Web Access could not find a mailbox for …” 3. Enter your email address and password. 4. Click Sign in. 5. Navigate to the Mail or Calendar (or Contacts or Tasks) app using the app launcher or Home Page tile. (See below.) On-Demand Training Please go to the Outlook on the Web Training Video Series, which provides ten, 3-5 minute video tutorials, created specifically for San Juan Unified School District employees, to help you to begin using Outlook on the Web fast. Page 4 Updated: 02.14.2017 Office 365 Navigation/Terminology 1. Office 365 Home Page or Home Screen 2. Office 365 app launcher (aka “waffle”) 3. Office 365 Nav Bar (aka Navigation Bar) HINT: Clicking “Office 365” (adjacent right of app launcher) returns to the Office 365 Home Page. Personalize Office 365 There are several ways you can personalize Office 365 and the Office 365 app launcher to make it easier to use and to suit your personal style. See Microsoft Office Support articles: • Meet the Office 365 app launcher • Personalize your Office 365 experience HINT: Change your Office 365 start app to Mail or Calendar • Change the order of your tiles on the Office 365 app launcher Page 5 Updated: 02.14.2017 .
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