Get started with Microsoft 365 BusinessApplies To: Microsoft 365 Business

NOTE: This is pre-release documentation for a public preview, and is subject to change in future releases.

What is Microsoft 365 BusinessMicrosoft 365 Business is a comprehensive set of business productivity and collaboration tools, such as Outlook, Word, Excel, and other Office products that are always up to date. You can protect your work files on all of your iOS, Android, and Windows 10 devices with enterprise-grade security that is simple to manage.

Get Microsoft 365 BusinessAt this time Microsoft 365 Business is available to partners, and you can also sign up for a public preview that starts on August 2, 2017:

If you have a partner, they will get Microsoft 365 Business: Get Microsoft 365 Business from Microsoft Partner Center.

If you are a direct customer and want to join the preview, see Sign up for public preview .

Set up Microsoft 365 BusinessOverview of Microsoft 365 Business Suite set up and management

The following diagram describes how admins set up and manage Microsoft 365 Business.  It also describes the steps the user has to take to connect to Microsoft 365 Business and to have their work files protected on their devices.

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Set up Microsoft 365 Business (Admin)Sign in to Microsoft 365 Business admin center with your global admin credentials, and complete the steps below to set up Microsoft 365 Business.

1. Pre-requisites for protecting data on devices with Microsoft 365 Business

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Read the pre-requisites first to make sure your devices are ready for Microsoft 365 Business.

2. Set up Microsoft 365 Business by using the setup wizard

If you are permanently moving from a local Active Directory to the cloud, you can either add your users manually in the Microsoft 365 Business admin center by using the setup wizard, or you can do a one-time sync with Azure AD Connect. There are two ways to do this:

o If you also have an Exchange 2010, Exchange 2013, or Exchange 2016 server, you can use Minimal Hybrid to quickly migrate Exchange mailboxes to Office 365. The minimal hybrid steps include a one-time sync of users to Azure AD as well as email migration from on-premises to the cloud.  After the email migration is complete, the directory synchronization is automatically turned off when using this method.

o Use The Office 365 directory sync wizard to synchronize your users to the cloud. Follow the steps in Set up directory synchronization for Office 365 to complete this process.

3. After you have added user licenses in the Setup wizard, their Office app data is protected in their Android and iPhone apps as soon as they install Office.

See the next section, Set up devices (user), to set up user devices tab in for details on user setup.

Set up devices (user)Your users should follow these steps to set up their devices:

Set up mobile devices for Microsoft 365 Business users Optionally move files to OneDrive for Business. You can also use third-party

tools to move files associated with Windows profile to OneDrive.

If the PC has a lot of local files and favorites, you might want to move them to OneDrive for Business before you connect the PC to the Azure Active Directory.

Set up Windows PCs for Microsoft 365 Business users

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In this step you can choose to set up a brand new computer, or connect the existing Windows 10 PC to Azure Active Directory.

After you have connected an existing computer to Azure AD, you can move your personal files back from OneDrive for Business.

Admin: Automatically install Office on Windows 10 devices

Install Office on Windows 10 devices from the Microsoft 365 Business admin center. You can also do this when you assign user licenses during set up.

Contact supportIf you need to contact support:

Contact your partner. As a Microsoft 365 Business admin, you have access to our customer support

team, Contact us!

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Pre-requisites for protecting data on devices with Microsoft 365 BusinessApplies To: Microsoft 365 Business

NOTE: This is pre-release documentation for a public preview, and is subject to change in future releases.

The first step in setting up your organization with Microsoft 365 Business is to make sure you are able to meet the pre-requisites.

Pre-requisites Windows devices must be running Windows 7 Pro, Windows 8 Pro, or

Windows 8.1 Pro.

Upgrade Windows devices to Windows Pro Creators Update

Remove devices from mobile management solutions (Mobile Iron, AirWatch, etc.). You will enroll all the people in your organization to Microsoft 365 Business mobile management.

Apple iOS 8.0 and later.

Google Android 4.0 and later (including Samsung KNOX Standard 4.0 and higher). For more details, see Intune supported devices.

If you have existing Office applications on user computers, read prepare for Office client installation to understand steps you might have to take before you can set up Microsoft 365 Business to install Office 2016 to user computers.

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Get Microsoft 365 BusinessApplies To: Microsoft 365 Business

NOTE: This is pre-release documentation for a public preview, and is subject to change in future releases.

Get Microsoft 365 Business from MicrosoftIf you don't have a partner and want to sign up for the public preview, you can sign up here that starts on August 2, 2017.

Get Microsoft 365 Business from Microsoft Partner Center

1. Sign in at Microsoft Partner Center by using the credentials you created when you enrolled to the Cloud Service Provider (CSP) program.

2. On the Partner Dashboard, add a new customer before you get Microsoft 365 Business.

3. On the New subscription page, under Catalog, choose the Small business tab, and then Microsoft 365 Business Preview.

Select the number of licenses you need (up to 300 for the public preview).

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Complete the rest of the steps for adding a new customer including the business name.

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Set up Microsoft 365 Business by using the setup wizardApplies To: Microsoft 365 Business

NOTE: This is pre-release documentation for a public preview, and is subject to change in future releases.

Complete the steps 1-4 noted in the tabs below.

Set up Microsoft 365 BusinessWatch a video on how to set up Microsoft 365 Business:

Step 1

Personalize sign-in

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1. Sign in to Microsoft 365 Business by using your global admin credentials. Choose the Admin tile to go to the admin center.

2. Choose Start setup (depending on your state you may see Continue setup instead) in the admin center to start the wizard.

3. Enter the domain name you want to use (like contoso.com).

NOTE: Go ahead and enter your domain even if you have verified it while using Azure AD Connect, for example.

4. Follow the steps in the wizard to add a TXT or MX record that verifies you own the domain.

You can view an example video of how to add a domain and users. Note that this video does not include the data protection steps of Microsoft 365 Business.

5. Go to Step 2.

Step 2

Add users and assign licenses

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1. You can add users here, or you can add users later in the admin center.

Any users you add get automatically assigned a Microsoft 365 Business license.

2. If your Microsoft 365 Business subscription has existing users (for example, if you used Azure AD Connect) , you will get an option to assign licenses to them now. Go ahead and add licenses to them as well.

3. You will also get an option to share credentials with the new users you added. You can choose to print them out, email them, or download them.

4. Skip migrating email messages and choose Nexton Migrate email messages page.

If you are moving from another email provider and want to copy your data later, you can follow these steps to copy your email and other data.

5. Go to Step 3.

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Step 3

Connect your domain

NOTE: If you chose to use the .onmicrosoft domain, you will not see this step.

To set up services, you have to update some records at your DNS host or domain registrar.

1. The setup wizard typically detects your registrar and gives you a link to step-by-step instructions for updating your NS records at the registrar website. If it doesn't, follow these general steps for changing NS records.

2. Email and other services will be set up for you3. Go to Step 4.

Step 4

Manage devices and work files

1. On the Protect work files on your mobile devices page set both Protect work files when devices are lost or stolen and Manage how users access Office files on mobile devices settings to On. You can also access each sub-setting by clicking the chevrons next to each setting.

All of your licensed users' work files are now protected on iOS and Android devices, as soon as they install Office apps (and authenticate with their Microsoft 365 Business credentials).

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2. On the Set Windows 10 device configuration page, set Secure Windows 10 Devices setting to On.

You can also access each sub-setting by clicking the chevron next to it.

3. Set the Install Office on Windows 10 Devices setting to Yes if all of your users have Windows 10 computers, and either no existing Office installs, or click-to-run Office installs. If this is not the case, set this option to No. You can automatically install Office later from the admin center after you have prepared the user computers. For instructions, see prepare for Office client installation.

The licensed users' work files on Windows 10 devices will be projected as soon as they join their Windows 10 device to a Microsoft 365 Business Azure AD domain or install Windows 10 on a new computer while simultaneously joining the Microsoft 365 Business Azure AD domain.

4. Click Next and you are done with setup.

Please leave us feedback at this step to help us improve the experience.

Next stepsFor the users that have their licenses, the next step is to set up devices. See Set up Windows devices for Microsoft 365 Business users and Set up mobile devices for Microsoft 365 Business users. See Manage Microsoft 365 Business for links to topics on how to set device and app protection polices, and how to remove data from user devices.

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Manage Microsoft 365 BusinessApplies To: Microsoft 365 Business

NOTE: This is pre-release documentation for a public preview, and is subject to change in future releases.

Manage Microsoft 365 BusinessAdmins can manage Microsoft 365 Business

See the following topics for how to use the Microsoft 365 Business admin center to manage your policies and devices:

Add additional users to Microsoft 365 Business Automatically install or uninstall Office on Windows 10 devices o Prepare for Office client deployment by Microsoft 365 Business Set app protection settings for Android or iOS devices o Validate app protection settings on an Android device o Validate app protection settings on iOS devices Set device protection settings for Windows 10 devices o Validate device protection settings on Windows 10 devices Set app configurations for Windows 10 devices View policies and devices Remove company data from devices Reset Windows 10 devices to their factory settings

Set up and pre-requisite information Pre-requisites for protecting data on devices with Microsoft 365 Business Set up Microsoft 365 Business by using the setup wizard Set up Windows devices for Microsoft 365 Business users Set up mobile devices for Microsoft 365 Business users

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