Microsoft 365 — the complete client guide
Everything you need to manage your Microsoft 365 account, from adding users and setting up Outlook to securing your team and understanding your bill.
Microsoft 365 is the suite of apps and services that powers email, files, and teamwork at millions of businesses — Outlook, Word, Excel, Teams, OneDrive, and more, all under one subscription.
These guides walk you through everything an owner or office manager needs: setting up your account, managing your team, and keeping things secure. No technical background required.
If you only read three things
- What is Microsoft 365? — the lay of the land.
- The Microsoft 365 admin center — where you manage everything.
- Turning on multi-factor authentication — the highest-leverage thing you can do today.
Basics & admin
What is Microsoft 365?
A plain-English overview of what's included and how it all fits together.
Microsoft 365 plans explained
Which plan is right for your business?
Signing in to Microsoft 365
How to log in from any device.
The Microsoft 365 admin center
A tour of the control panel for your account.
Adding a user
Give a new team member access in a few steps.
Removing a user safely
Offboard someone without losing their files or email.
Resetting a user's password
Help a locked-out colleague back in.
Outlook
Outlook basics for business
Send, receive, and organize email in Outlook.
Organizing Outlook with rules & folders
Tame a busy inbox automatically.
Setting up your Outlook signature
Add your name, title, and branding to every email.
Shared mailboxes
Set up a shared inbox like info@ or support@.
Distribution groups & lists
Email a whole team with one address.
OneDrive & SharePoint
OneDrive basics
Store and access your files from anywhere.
Sharing files in OneDrive
Share securely with your team or clients.
SharePoint basics
Team file libraries and intranet sites explained.
Teams & Office apps
Microsoft Teams basics
Chat, calls, and meetings in one place.
Word, Excel & PowerPoint explained
What each app does and when to use it.
Microsoft 365 on your phone
Set up the apps on iOS or Android.
Security
Turning on multi-factor authentication
The single most important step to protect your account.
Security defaults & key settings
The baseline security settings every account should have.
Storage & quotas
How much space you have and what counts toward it.
Billing & domain
Microsoft 365 billing explained
Understand your subscription, invoices, and renewal.
Adding a domain to Microsoft 365
Use your own business email address.
Transferring files when someone leaves
Preserve email and files before deleting an account.
Troubleshooting
Need a hand?
Managing company devices (overview)
An overview of Google Workspace's mobile device management (MDM) tools — how to enforce security policies on phones and computers used to access company data.
What is Microsoft 365?
A plain-English overview of Microsoft 365 — what's included, how the apps work together, and whether it's the right choice for your business.