This document provides guidance for nonprofits that have signed up for Office 365 on next steps for setting up and using the platform. It discusses the different Office 365 licensing plans and their features. It then outlines specific steps for setting up Office 365 accounts through the Microsoft admin center, creating user accounts, and accessing email. The document also discusses available training resources and options for getting help with migrating from old systems to Office 365. It promotes TechSoup services that can assist with setup, migration, and ongoing Office 365 support.

1. So You Signed
Up for Office 365
— Now What??
January 14, 2019

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3. A Global Network
Bridging Tech Solutions
and Services for Good
Where are you on the map?
Countries Served TechSoup Partner Location NetSquared Local Group

4. Acclivity
Adobe
Alpha Software
Atlas Business Solutions
Atomic Training
Amazon Web Services
Autodesk
Azavea
BetterWorld
Bitdefender
Blackbaud
Bloomerang
Box
Brocade
Bytes of Learning
Caspio
CauseVox
CDI Computer Dealers
Cisco
Citrix
CitySoft
CleverReach
ClickTime
Closerware
Comodo
Connect2Give
Dell
Dharma Merchant Services
Digital Wish
Dolby
DonorPerfect
DocuSign
Efficient Elements
FileMaker
GoDaddy
GrantStation
Guide By Cell
Headsets.com
Horizon DataSys
HR Solutions Partners
Huddle
Idealware
InFocus
Informz
InterConnection
Intuit
JourneyEd
Litmos
Little Green Light
Mailshell
Microsoft
Mobile Beacon
NetSuite
Nielsen
NonProfitEasy
O&O Software
Okta
Quickbooks Made Easy
Reading Eggs
ReadyTalk
Red Earth Software
Sage Software
Shopify
Simple Charity Registration
Skillsoft
Smart Business Savings
Society for Nonprofit Organizations
Sparrow Mobile
Symantec
Tableau
TechBridge
Tech Impact
Teespring
Telosa
Tint
Ultralingua
Western Digital
Zoner

5. Explore our Nonprofit
Tech Marketplace
For more information, please visit
www.techsoup.org/get-product-donations
"We are an all-volunteer organization with
limited professional skills. Adobe's donated
technology is helping us present our story to
the public and to lenders in the format of a
much larger organization. With Adobe, we
are able to knock off a few of the "rough
edges" so that our story is front and center
instead of our technological limitations.
Thank you, Adobe!”
- Richard de Koster
Constitution Island Association, Inc

6. Microsoft Webinar Series
On-Demand:
10/22
Microsoft in the Cloud: Making Migration Easy
11/19
From the Desktop to the Cloud: Why Organizations Are
Converting
12/17
How to Get Nonprofit Office 356 Subscriptions
Upcoming:
02/11
Office 365 Security Features that Nonprofits Should Know
and Use
03/11
How to be a Data-Driven Organization with Power BI
Archived Webinars:
www.techsoup.org/community-events

7. Presenters
Neetu
TechSoup
Ricky
TechSoup
Sima Thakkar
Senior Manager, Content
TechSoup
Sima Thakkar
Senior Manager, Content
TechSoup
Neetu
TechSoup
Ricky
TechSoup

8. So You Signed Up for Office 365 — Now What??
Move forward with your Office 365 migration!!
Presenters: Neetu & Ricky
CSP Account Manager Specialists
January 14 2019

9. 2
Today we’ll be discussing:
• Which features come with the different Office
365 licenses
• Specific steps to set up Office 365 and create
user accounts
• How to access your email through Office 365
• Key training for your staff on using Office 365
features
• How to get help with migrating to Office 365
from your old system's services

10. Office 365 Licensing & Features

11. . © TechSoup Global | All rights reserved4

12. . © TechSoup Global | All rights reserved5
OFFICE 365 NONPROFIT CORE LICENSING
FEATURES
BUSINESS
ESSENTIALS
BUSINESS
PREMIUM
E1 E3 E5 F1
Price (per user per month) Free $3.00 Free $4.50 $15.00 $1.00
Number of users Up to 300 staff Up to 300 staff
Up to 2,000
staff
Unlimited staff
Unlimited
staff
Unlimited
volunteers
Hosted email ü ü ü ü ü ü
File storage and sharing (1 TB storage per user) ü ü ü ü ü 2 GB per user
Desktop applications (Word, Excel, PowerPoint, Outlook, OneNote, etc.)
for up to 5 devices per user ü ü
(Incl. Access)
ü
(Incl. Access)
Online meetings, HD video conferencing, and instant messaging ü ü ü ü ü ü
Online versions of Office (for editing and viewing Office files in web
browsers) ü ü ü ü ü ü
Office for Tablets and Smartphones (view and edit Word, Excel, and
PowerPoint documents with iPad, iPhone, Android phones, Windows
Phone, and Windows tablets)
ü ü ü ü ü ü
Intranet site for your teams ü ü ü ü ü ü

13. . © TechSoup Global | All rights reserved6
NOTE:
$3/user/month
=
Office 2019 Standard
$29 Donation, 50 license limit
$164 Discounted, unlimited
Office 2019 Professional Plus
$211 Discount (unlimited licenses)

14. Setting up Office 365 & Creating User Accounts

15. . © TechSoup Global | All rights reserved8
• cloud.techsoup.org
• Add more licenses as your organization grows
• Reduce the number of licenses as staff or
volunteers leave
• Request additional products as your needs evolve
• Some best practices:
• Update your payment info if the existing card
expires, or is replaced, to ensure continuity of
subscriptions.
• Add an additional contact if you want to
delegate these tasks or create a back up
position
Using TechSoup Cloud Manager to Purchase Office 365 Licenses

16. . © TechSoup Global | All rights reserved9
Using TechSoup Cloud Manager to Purchase Office 365 Licenses
• Products & Services – access the product catalog
• Credit Cards – manage your payment method
• My Profile – add a new billing contact
• Change Your Password

17. Managing your subscription in Microsoft 365 admin center

18. . © TechSoup Global | All rights reserved11
1. Go to: https://admin.microsoft.com
2. Login using your Microsoft credentials.
(The account creator is a Global Admin by
default)
Example: neetu@techsoup.onmicrosoft.com
3. Assign licenses to staff members
• Or remove licenses from departing staff
and reassign to their replacement
• And delegate additional Global Admins as
needed
Manage your licenses in the Microsoft 365 admin center
Source: Johns Hopkins University

19. . © TechSoup Global | All rights reserved12
Manage your licenses in the Microsoft 365 admin center
Features include:
• Add users
• Training modules
• Downloads – for plans
with installable software
• Admin Centers

20. . © TechSoup Global | All rights reserved13
Create a User Account
• Create new user
• Enter profile info
• Assign license(s)
• Reset password

21. Accessing Email

22. . © TechSoup Global | All rights reserved15
Accessing Outlook email in Office 365 landing page
After user logs into their
O365 account, select
Outlook app
Outlook has a familiar
look and feel
If you want your email
history on your new
Outlook, you will need
to migrate your email
boxes

23. Staff Training on Office 365 Features

24. . © TechSoup Global | All rights reserved17
Training resources in the Microsoft 365 admin center
• Training resources are available for
admins and staff in the Microsoft 365
admin center

25. . © TechSoup Global | All rights reserved18
TechSoup Courses on Office 365 and the Microsoft Cloud
https://techsoup.course.tc/catalog

26. Getting Help With Setting Up Office 365

27. . © TechSoup Global | All rights reserved20
TechSoup Services Offers that Support Office 365 Set-Up and Migration
• Basic Office 365 Set-Up
• This includes registration, O365 set up,
admin and end user training
• Office 365 Email Migration (<20 Users)
• Migrating organization’s emails to their O365
accounts and end cost is based on number
of mail boxes
• Office 365 DIY Migration Workshop for Small
Organizations
• Series of live instructional webinars
designed to guide organizations through
the process of migrating
YMCA East Bay
$400
$450 +
$310
Request a consult from our experts at:
https://page.techsoup.org/services

28. . © TechSoup Global | All rights reserved21
TechSoup Services Offers that Support Office 365 Set-Up and Migration
• Office 365 Email Migration (20+ users)
• SharePoint Set-Up
• SharePoint Data Migrations
• Power BI Set-Up & Configuration
YMCA East Bay
Request a consult from our experts at:
https://page.techsoup.org/services
Custom
Quote

29. . © TechSoup Global | All rights reserved22
TechSoup Services Offers that Support Office 365 Set-Up and Migration
Other Services to Support Nonprofits:
• IT Help Desk
• One-time fix - $55
• Ongoing support subscriptions - $35 per device per month
• Managed IT Services
• Ongoing support with custom quote
YMCA East Bay
Request a consult from our experts at:
https://page.techsoup.org/services

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31. Join us for our upcoming
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01/15
TechSoup Tour: How to Access Donations, Discounts,
and Resources
02/05
Get to Know GrantStation
02/11
Office 365 Security Features that Nonprofits Should
Know and Use
02/19
Cybersecurity in Low-Risk Organizations:
Understanding Your Risk and Making Practical
Improvements
03/11
How to be a Data-Driven Organization with Power BI
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