Overview of setup

Watch a short video about Microsoft 365 Business setup.

If you found this video helpful, check out the complete training series for small businesses and those new to Microsoft 365.

Most of the setup steps can be done in the setup wizard, but the other options are also listed.

Step 1: Add your domain and users

Step 2: Set up security policies and configure devices

  • Use the Setup wizard to configure device policies.
  • You can also add more or edit them later in the admin center and in the Intune portal.
  • The setup wizard will also set up basic threat protection and data loss prevention settings.

In addition to the security settings in the setup wizard, you can increase your security by adding the following settings:

  • Email malware protection
  • ATP anti-phishing
  • Exchange Online Archiving
  • Azure Information Protection (Plan1)

To get started, see increase threat protection and set up compliance features.

See also top 10 ways to secure your Microsoft 365 Business for a roadmap of best security practices.

Step 3: Set up and manage Windows 10 devices

After you run the set up wizard, you will want to proctect all the Windwos 10 computers in your organization.

When you join a Windows 10 device to Azure AD, the policies you set for Windows 10 computers get applied to it. For more information, see Set up Windows devices for Microsoft 365 Business users.

Step 4: Install Office 365 Business


  • Use Autopilot to set up new devices

    You can use Windows Autopilot to automatically pre-configure new Windows 10 devices for a user, but it might be easier to get a partner who can do this for you. You can also go to Microsoft Store, and ask a cloud technology expert to set up new devices that you purchase.

  • Access on-premises resources

See also

Microsoft 365 Business training videos