Set up Microsoft 365 Business in the setup wizard

Add your domain, users, and set up policies

Label to let you know the admin center is changing and you can find more details at aka.ms/aboutM365preview.

When you purchase Microsoft 365 Business, you have the option of using a domain you own, or buying one during the sign-up.

Add your domain to personalize sign-in

  1. Sign in to Microsoft 365 admin center by using your global admin credentials.

  2. Choose Add a domain or Add users to start the wizard.

    Important

    If you purchased a domain during the sign-up, you will not see Add a domain step here. Go to Add users instead.

    Select Go to setup.

  3. In the wizard, enter the domain name you want to use (like contoso.com).

    Screenshot of the Personalize your sign-in page.

  4. Follow the steps in the wizard to Create DNS records at any DNS hosting provider for Office 365 that verifies you own the domain. If you know your domain host, see also the host specific instructions.

    If your hosting provider is GoDaddy or another host enabled with domain connect, the process is easy and you'll be automatically asked to sign in and let Microsoft authenticate on your behalf.

    On GoDaddy Confirm Access page, select Authorize.

Add users and assign licenses

You can add users in the wizard, but you can also add users later in the admin center. Additionally, if you have a local domain controller, you can add users with Azure AD Connect.

Add users in the wizard

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

Screenshot of the Add new users page in the wizard

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

  2. After you've added the users, you'll 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.

  3. On the Create Teams for your organization, you can choose to add Teams and add users to them. You can also do this later. For more information, see create a company-wide Team.

  4. Skip migrating email messages and choose Next on Migrate email messages page.

    If you're moving from another email provider and want to copy your data later, you can Migrate email and contacts to Office 365.

Connect your domain

Note

If you chose to use the .onmicrosoft domain, or used Azure AD Connect to set up users, 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, Change nameservers to set up Office 365 with any domain registrar.

    • If you have existing DNS records, for example an existing web site, but your DNS host is enabled for domain connect, choose Add records for me. On the Choose your online services page, accept all the defaults, and choose Next, and choose Authorize on your DNS host's page.

    • If you have existing DNS records with other DNS hosts (not enabled for domain connect), you'll want to manage your own DNS records to make sure the existing services stay connected. See domain basics for more info.

      Connect your domain page with I'll manage my own DNS records.

  2. Follow the steps in the wizard and email and other services will be set up for you.

Protect data and devices

The policies you set up in the wizard are applied automatically to a Security group called All Users. You can also create additional groups to assign policies to in the admin center.

  1. On the Protect your work files on mobile devices, the option Protect work files when devices are lost or stolen is selected by default. You have an option to turn on Manage how users access Office files on mobile devices, and this is recommended.

    Screenshot of Protect work files on mobile devices page.

    • Expand Protect work files when devices are lost or stolen to display the default values:

      Screenshot of default values for protecting files on lost devices.

    • Select Manage how users access Office files on mobile devices and expand it to display the default values. We recommend that you accept the default values during setup to create application policies for Android, iOS, and Windows 10 that apply to all users. You can create more policies after setup completes.

      Screenshot of protection settings for Office files on mobile.

  2. The last step on protect data and devices allows you to set up policies to secure Windows 10 devices. These settings are applied automatically when a user's Windows 10 connects to your organization. You can expand Secure Windows 10 devices to see and modify the default values.

  3. You can also choose to automatically install Office on Windows 10 devices.

    Screenshot of set Windows 10 device configuration page.

Deploy Office 365 client apps

If you chose to automatically install Office apps during setup, the apps will install on the Windows 10 devices once the users have signed in to Azure AD from their Windows devices, using their work credentials.

To install Office on mobile iOS or Android devices, see Set up mobile devices for Microsoft 365 Business users.

You can also install Office individually. See install Office on a PC or Mac for instructions.