Microsoft Office 365 User Manual Guide

Version – 2.1
Release Date – 22nd Feb 2023
 End User Manual for Office 365

Contents
1. Executive Overview ................................................................................................................... 3
Objectives .......................................................................................................................... 3
Scope ................................................................................................................................. 3
2. Document Control ..................................................................................................................... 3
Authorisation ..................................................................................................................... 3
Change History ................................................................................................................... 3
3. Microsoft Office 365 .................................................................................................................. 4
Get started with Microsoft Office 365 ................................................................................ 4
Get started with Multi Factor Authentication ..................................................................... 7
Get started with Microsoft 365 App for Business .............................................................. 10
Get started with email...................................................................................................... 12
Get started with OneDrive ............................................................................................... 16
Get started with Teams .................................................................................................... 23
Get started with Word, Excel, PowerPoint........................................................................ 29
Get started with SharePoint ............................................................................................. 32
Get started with OneNote. ............................................................................................... 36
Get started with Planner .............................................................................................. 39
Get started with Streams .............................................................................................. 42
Get Started with Microsoft Forms ................................................................................ 43
4. Confidentiality Usage ............................................................................................................... 47

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1. Executive Overview
Objectives
BIM ATS provides the steps-by-steps end user guide for your Office 365 usage.

Scope
This guide covers the below scope for end user.
i. Get started with Microsoft Office 365
ii. Get started with Email, OneDrive, Teams, Word, Excel, PowerPoint,
SharePoint, One Note, Planner, Streams, and Microsoft Forms

2. Document Control
Authorisation

Organization Designation Name Date

Prepare by
Solutions Engineer Nay San 20/Nov/2022
BIM ATS

Reviewed by
Head of Solutions and Okkar Kyaw 21/Nov/2022
BIM ATS Products (Microsoft)

Approved by

Change History

Ver. Release Date Updated By Summary of Changes

No.

1.0 20/Nov/2022 Nay San 1st draft

1.1 26/Jan/2023 Nay San Add Microsoft Planner section

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3. Microsoft Office 365

Office 365 is a line of subscription services offered by Microsoft as part of the Microsoft
Office product line. The brand encompasses plans that allow use of the Microsoft
Office software suite over the life of the subscription, as well as cloud-based software
as a service product for business environments, such as hosted Exchange Server,
and SharePoint, among others. All Office 365 plans include automatic updates to their
respective software at no additional charge, as opposed to conventional licenses for
these programs—where new versions require purchase of a new license.

Get started with Microsoft Office 365

Open browser (Microsoft Edge, Chrome, Firefox, or Opera) but Internet Explorer isn’t
recommended.

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Type www.office.com and Click Sign in.

Type your email address & password.

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Please change to your desire password.

Current password The password provided by IT

New password Your desire password.
Confirm password Retype your desire password
Password guidance
✓ Don't use a password that is the same or similar to one you use on any other
websites
✓ Don't use a single word, for example, password, or a commonly used phrase
like Iloveyou
✓ Make passwords hard to guess, even by those who know a lot about you,
such as the names and birthdays of your friends and family, your favourite
bands, and phrases you like to use

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Congratulation, you can now start using Microsoft Office 365 by clicking below icon.

Get started with Multi Factor Authentication

After typing your email password as previous steps, you will see the below screen to
start your multi factor authentication. Click Next.

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Please download the Microsoft Authenticator on your phone and click Next.

Then, on your phone open Microsoft Authenticator click (+) chose (work or school
account) and (scan QR Code)

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Click next the notification will appear on your phone click (Approve).

Click next

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Get started with Microsoft 365 App for Business

Search outlook in task bar.

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Enter your email address and click (Connect).

Click (Done).

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Get started with email

You can click Outlook per below image OR you can go directly by typing
outlook.office365.com.

You can now start using email by clicking New Message.

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Click Send per below picture.

To send the email with attachment, please click Attach and click Browse this
computer.

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Then, choose the file which you would like to attach & click send icon.

Email Signature
To create email signature, click “Setting” icon in the top right corner per below.

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Then, type Email in search box and click Email signature.

Edit the signature as you desire and click Save.

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Get started with OneDrive

You can click OneDrive per below image.

Then you will see the below image.

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If you want to create document or folder, please click New.

Click Folder to create folder in OneDrive and name the folder.

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If you would like to create Word file, click Word document. The new tab will open and
add your text, image, or image. Please be sure to show Saved before closing the
tab.

Then, you will see the created Documents folder and Document.docx in your
OneDrive.

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To upload the files from your computer, please click Upload and choose Files or
Folder which you would like to upload.

To share the Documents or Folders in your OneDrive, please select the

Documents/Folders and Click Share.

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Please click “People in BIM Advanced Technology Services with the link can edit”

And change to “Specific people.” You can Allow editing by clicking the check box.

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Then type the name or email address which you would like to share with.

You can add additional text per below and Click Send.

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You can see the ‘Documents’ folders are successfully shared to the users
mailto:[email protected] and the status under Sharing changed to Shared.

You can check your shared folder by clicking Shared – Shared by me.

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Get started with Teams

You can click Teams per below image.

Click “Use the web app instead”

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To start texting with your colleagues in organization, please click the icon per below.

Then, search for your colleague’s name and click. If you want to create group chat,
simply type another user.

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You can now start sending with your colleagues.

If you would like to share documents via Teams, please click the below icon and
choose Upload from my computer.

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Then, choose your files which you would like to share.

Now, you can share the documents via team.

To start collaboration with your team, please click Teams under Chat per below.
Note: Your IT Admin will create company official channel for you.

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You can reply or attach files under other member post.

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You can create the new channel by Clicking the below icon, then choose Add
channel.

Please type your desire Channel name and Click Add.

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You have created the new channel name (IT-Dept_Support).

Get started with Word, Excel, PowerPoint

You can click Excel per below image.

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You can click New blank workbook to create a excel sheet.

If you want to save the excel in another location, please click File.

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Then, click Save As.

You can click “Download a Copy” to your PC, or You can click “Save As” to save a
copy online.

Then, click “Save to another folder.”

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Select the folder which you would like to save and Click Save.

You can follow the same steps for Word and PowerPoint.

Get started with SharePoint

You can click SharePoint per below image.

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To start upload documents to HR Department SharePoint site, please click IT

Testing under Following.

The User Interface will slightly be different depending on your IT Admin setup. Click
Documents.

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Your IT Admin will instruct which files to upload which folder. Let’s upload Laptop
issue list.docx to “Total Issue Laptop List” folder under IT_Testing Team
SharePoint site.

Click Upload and Click Files

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Then choose your file (Total Laptop Issue List.docx) and Click Open.

Successfully uploaded to the SharePoint site.

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Get started with OneNote.

You can click OneNote per below image.

Please click “New notebook.”

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Please name your notebook.

To start using OneNote, you have to click “Section”

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Then named your Section.

You must provide title name to appear in Page.

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In here, we set Projects-1 in title.

Get started with Planner

You can click Planner in below Image

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Click (New pan) to create plan

Enter plane name “my plan” and click (create plan).

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Click Add task & enter the plan name “Office 365 End User Manual” and add task.

Open plans add the plan information

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Add co-worker in the plan

Get started with Streams

You can click “Stream” in the below

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You can play all meeting recording from Microsoft Stream

Get Started with Microsoft Forms

You can click “Microsoft Forms” in below

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Click “New Form” to create

New the “survey forms”

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You can add more survey question by clicking Add new

Click “rating” to add rating information on the survey forms

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Click preview to check forms

You can share survey forms by clicking “collect responses”

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4. Confidentiality Usage
The content of this user manual is confidential and intended for the use of individual
or entity for Hanley Group Hospital. It is strictly forbidden to share any part of this
message with any third party, without a written consent of the BIM Advanced
Technology Services Co., Ltd.

END

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