Set up Microsoft 365 Business in the setup wizard

Watch this video for an overview of 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.

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 Go to setup to start the wizard.

    Select Go to setup.

  3. On the Install your Office apps page, you can optionally install the apps on your own computer.

  4. In the Add domain step, enter the domain name you want to use (like contoso.com).

    Important

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

    Screenshot of the Personalize your sign-in page.

  5. 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.

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.

      Activate records page.

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

Protect your organization

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 Increase protection from advanced cyber threats, it is recommended that you accept the defaults to let Office 365 Advance Threat Protection scan files and links in Office apps.

    Screenshot of Increase protection page.

  2. On the Prevent leaks of sensitive data page, accept the defaults to turn on Office 365 Data Loss Prevention (DLP) to track sensitive data in Office apps and prevent the accidental sharing of these outside your organization.

  3. On the Protect data in Office for mobile page, leave mobile app management on, expand the settings and review them, and then select Create mobile app management policy.

    Screenshot of Protect data in Office for mobile page.

Secure Windows 10 PCs

On the left nav, select Setup and then, under Sing-in and security, choose Secure your Windows 10 computers. Choose View to get started. See secure your Windows 10 computers for complete instructions.

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.

See also

Microsoft 365 Business training videos