TECHNOLOGY
SOLUTIONS
OFFICE 365 USER
GUIDE
The City of Durham User Guide
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Table of Content
Getting Started: Welcome to Office 365
Chapter 1: Signing into Office 365 Portal
Chapter 2: One Drive for Business
Chapter 3: Setting up Mobile Apps
Chapter 4: Setting up Emails
Chapter 5: Managing your calendar
Chapter 6: Document Management
Chapter 7: Navigating through Evolve
Chapter 8: Reference Information
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Presented by: T.E.C.H. POINT - A Division of Technology Solutions
The City of Durham User Guide
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Getting Started: Welcome to Office 365
This document serves as a user guide specifically for the employees of
the City of Durham. The instructions and content stated in this document
have been customized to work with/on any platforms or devices that are
used by this organization.
This document is subject to revisions to adjust to any additional products
that are released by Microsoft 365 Catalog.
All Beta Testers are required to attend an onboarding session. When
you attend, you will be giving all the information you need to get started.
Onboarding session will be in the held at:
• Technology Solution Conference Room 4A
Again, Welcome to Office 365. Let’s get Started!
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Presented by: T.E.C.H. POINT - A Division of Technology Solutions
The City of Durham User Guide
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Chapter 1: Signing into Office 365 Portal
What is Office 365?
Office 365 is a service from Microsoft which includes the traditional
Office Applications and other cloud applications.
The fully installed applications include: Word, Excel, PowerPoint,
OneNote, Outlook, Publisher, InfoPath and Access.
How do I sign in?
The link below is a quick video to show you what it looks like and steps
on how to sign on: Sign in to New Office 365 Account
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Presented by: T.E.C.H. POINT - A Division of Technology Solutions
The City of Durham User Guide
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Steps to signing in:
1. Open a browser window.
2. In the Address field, enter the URL http://office365.com will
redirect you to the right URL.
3. Press Enter.
4. In the User ID field, enter your City of Durham email address.
5. In the Password field, enter the appropriate password.
6. To maintain the connection to Office 365, select the Keep Me
Signed In checkbox.
7. Click Sign In.
What it looks like after you sign in.
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The City of Durham User Guide
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Chapter 2: One Drive for Business
What is OneDrive for Business?
OneDrive for Business is a cloud-based file
storage system with online editing and
collaboration tools for Microsoft Office
documents and is part of Office 365.
What is the value of OneDrive for Business?
In OneDrive for Business you will be getting 1TB of cloud based
storage with the facility to edit documents online and share documents
with anyone. OneDrive for Business can be utilized in many ways. It
can be used as a simple store for documents, to access files from any
location on any device, or as a collaboration tool to share and jointly
work on documents. You can share a document in OneDrive for
Business with one to two people which is Microsoft best practice model.
If you want to share with 4 to 15 individuals, you can use Groups in
Outlook. If you want to share with more than 15 individuals, we
encourage you to contact T.E.C.H Point to get this created.
How can I access files in OneDrive for Business?
You can access your files in a web browser, directly from Office
2010/2013/2016desktop programs, in Windows File Explorer, in the
Office apps for iPads, iPhones and Android tablets, you can access files
without using VPN.
The link below are quick videos to show you what it looks like:
• Get Started with OneDrive for Business
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The City of Durham User Guide
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• Navigate the Basics
• Master the Basics
Access OneDrive Files from your Mobile Device
You can easily access your OneDrive document library from a mobile
device such as an iPad, iPhone, Android or Windows Phones. You can
use the browser on your device to access OneDrive, but there are also
other more direct methods that allow you to work offline:
The OneDrive App
This is available as a free download from the iTunes store and will give
you direct access to your OneDrive document library to view/edit/share
files from your iPad, iPhone, Android and Windows Phones.
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Presented by: T.E.C.H. POINT - A Division of Technology Solutions
The City of Durham User Guide
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Useful Links to Device-Specific Information
• Use OneDrive on iOS
• Use OneDrive for Android
• Use OneDrive on a Windows
Phone
The Office mobile apps, you can open
and edit specific files through the mobile
Office apps (Word, Excel, etc.).
Open the desired app on your mobile
device and sign in using your Office 365
account. Always choose ‘work account’,
if you are given an option of signing in
with a ‘Microsoft account’. Follow the
screen instructions to enter your
password.
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Presented by: T.E.C.H. POINT - A Division of Technology Solutions
The City of Durham User Guide
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Your OneDrive document library
will display allowing you to
select the file you want to open.
If you subsequently go offline,
your changes will be synced the
next time you connect.
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The City of Durham User Guide
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Chapter 3: Setting Up Mobile Apps
Install and set up Office365 Apps on an iPhone/ iPad/Android/Windows
Mobile. You can get the apps from the Apple App Store and/or the
Google Play Store.
Set up Office apps for the first time:
• Tap any Office app like Word to launch it.
• Tap Sign in and use your City of Durham email and password.
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The City of Durham User Guide
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• Enter the password associated with your account and tap Sign in.
• Tap Turn on Notifications to enable alerts or Not Now to opt out.
• Tap Create and Edit Documents to start working on your
documents.
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The City of Durham User Guide
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Tip: After you sign in, your account is automatically added to the other
Office apps installed on your device.
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The City of Durham User Guide
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Chapter 4: Setting Up Emails
If you haven't already, you can download Outlook from the Apple App
Store and/or the Google Play Store.
Open Outlook for Android and Apple The icon looks like this:
• Tap Get Started if it's your first time.
NOTE: TS will not support using
the native client on any platform.
We recommend for sync purposes
that you use the Outlook app.
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The City of Durham User Guide
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• Enter your email account password
and tap Sign in or Next.
• Outlook may request permission to
access your calendar, contacts, etc.
Tap Yes or Allow.
• You're now ready to use Outlook!
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The City of Durham User Guide
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Chapter 5: Managing your calendar
The illustration below gives you an example of what managing your
calendar looks like.
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The City of Durham User Guide
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Chapter 6: Document Management
TS recommends using the following platforms for documents that you
want to collaborate on, work on from home or want the City of Durham
to see:
• For individual use and sharing documents with two or three co-
workers, we recommend using:
One Drive for Business
• For sharing documents with a group, we recommend using 365
groups. If you need a group created click the link to send an email
to T.E.C.H. Point.
Office 365 Groups in Outlook
A group is defined as 4-15 individuals.
• For sharing documents with groups larger than 15 or the enterprise,
we recommend using CODI. If you need a CODI group created
send an email to T.E.C.H. Point. See diagram below:
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The City of Durham User Guide
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Chapter 7: Navigating through Evolve
Evolve 365, by Planet Technologies is designed to inspire you to acquire
knowledge on your own. This ensures that the content and learning path
is just right for you! Use the provided video solutions to learn how to
use Evolve 365.
Click on this link to Evolve: Evolve 365
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The City of Durham User Guide
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Chapter 8: Reference Information
Support
Technology Solutions provides a variety of support and training services
that can be utilized by our customers.
• Online training services using:
o Evolve 365 -https://durhamnc.o365support.com/home1
• Contact the Service Desk:
o Phone: 919-560-1085
o Email: SupportDesk@Durhamnc.gov
• TS Lunch and Learn Sessions
References
https://support.office.com
https://durhamnc.o365support.com/home1
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