Windows 10: How best to set up our small business with Windows 10 pro and office 365

Hello Microsoft Community.

I am a small business owner in the healthcare profession looking for some advice on how to setup our Windows 10 pro computers and office365 account to work best for us.


I've tried to search the web and the Microsoft education pages but the information discussed is either overly simplified or overly complex and detailed.


Simply put, we currently we have two staff members with business user accounts on office 365 and are about to onboard a new staff member.

We are in the process of transitioning from a central NAS to office 365 for our business files.

The computers we have are all ready for an update and my plan is to have 3 PC's running windows 10 pro and using the office 365 suite for productivity word, excel, planner, todo etc.


My aim is:

1. For the three work computers to be accessible by each individual staff member with our user names all appearing on the sign in screens of each computer. I would like the sign in to default to PIN rather than password.
2. There would be for nothing saved locally to any of the machines security of patient files and instead have everything stored in Onedrive and Sharepoint.
3. For us to use Teams to share work internally and Planner/Todo to organise tasks and delegate workload to team members. I hate paper waste and would love to integrate Onenote as our main form of notetaking but again have no idea how to integrate this.

I feel like I'd work well with an ELI5 tutorial or Walkthrough to get things at least operational and then learn and add more as time goes on. Everything I've come across so far seems to be aimed at bigger businesses with dedicated IT departments.


There seems to be so much potential in the Windows 10 pro and office365 suite but i've got no idea where to start.


Thank you all for your help and I hope you have a lovely weekend.

:)

 

New Microsoft 365 offerings for small and medium-sized businesses

Source: https://www.microsoft.com/en-us/micr...ed-businesses/

 

How to set up Office 365 Business Premium & Private Accts in Win 10?

To avoid comments from hair splitters asking on which authority I say this is the correct way to set up O365 Business on a PC, let's just say that below is my way to do it.

I am quite experienced in setting up O365 Business and Enterprise accounts in various scenarios, yours is an easy one: a single O365 Business user (not part of a corporate network), in addition to a local or Microsoft account for private use.

Following instructions apply to a fresh, clean install of Windows, setting up a PC with pre-installed Windows first time, or after a factory reset of a PC with pre-installed Windows. Screenshots are from a clean install on a Hyper-V virtual machine, installed and O365 setup now only for purpose of these screenshots.

If your PC is already set up and you do not know from which point of instructions to continue, just tell what you have done up to now and we'll continue from that.

OK, instructions:1.) Setup Windows with a local account to assure your user profile gets the preferred name. Setting up Windows with a Microsoft account names your profile as a five character abbreviation, for instance user Joe Johnson with a Microsoft account email L: [email protected] would get the user profile (personal folder) named as joejo. Setting up Windows with a local account naming it as Joe (Private) would name the profile and user profile folder as Joe (Private). When Joe then straight after signing in the first time switches his user account to a Microsoft account, this profile name would remain intact.

Short: I recommend using a Microsoft account but always setting up Windows 10 first with a local account naming it as you prefer, then switching user account to a Microsoft account.

2.) Setup personal OneDrive

3.) Using a browser, browse to O365 Portal and sign in with your O365 Business account credentials, download and install Office 2016 desktop apps:





Notice: you are allowed to install and use Office desktop apps at any given time on five computers, five tablets and five smartphones.

4.) When installed, open any of Office 2016 desktop apps. It asks you to activate installation. To do that enter your O365 Business email address:





5.) Office 2016 desktop apps now activated, add O365 Business account to OneDrive. Right click OneDrive icon in Taskbar Notification area, select Settings and add account:





You can have one personal OneDrive account and multiple OneDrive for Business accounts added to a Windows user account. Accounts are shown separately in Windows Explorer:





In Notification area personal OneDrive is shown as white icon, Business accounts as blue:





6.) Time to set up Outlook. Open Outlook from Start, it has now detected that you have activated Office products with O365 Business credentials and asks if you want to connect Outlook directly to that account. Click Connect:





7.) Notice that Outlook is not happy with your O365 Business account password; it requires something called an App password. App passwords are generated for apps requiring extra security. Browse to App Passwords, sign in with O365 Business credentials and create a new App password:





Now you can set up other email accounts normally in Outlook

8.) Optional: Skype for Business is intended for organisation's internal communications. You being a one man organisation, if you do not belong to any external networks you only need Skype for Business if you do live broadcasts and open meetings over the Internet

If you choose to set up Skype for Business it requires an App password like Outlook as told above in step 7

9.) Optional: If you want to you can create another Windows user account on your PC using your O365 Business credentials. However, as you mentioned you have a single user business this is unnecessary; everything from your O365 Business account is now integrated to your private Windows 10 user account.

To set up Azure AD (Office365 Business) user on your computer, go to Settings > Accounts > Access work or school:





Select Connect:





Select Join this device to Azure AD:





Enter your credentials, finally click Join:





Click Done:





Now you can switch user signing in with your Azure AD / O365 Business credentials:

 

Cortana & Office 365 Integration

We are trying to integrate Cortana with our Office 365 subscription, but it never works. Here are the steps we have done:

• Turned on Cortona in the Office 365 Admin portal
• We are using Windows 10 1703 – connected Office 365 service to Cortana

Did the same on windows 10 mobile with no luck, Cortana says its connected to Office 365, but sees no data and we are getting zero errors

We went rough office 365 support first and tried all fo their suggestions, they kicked us over to Windows support which is currently closed.

We are on v1703 with all updates in place, it does not work on Windows 10 desktop or mobile

any ideas? I can give you all steps 365 support had us run through if that will be helpful

Thank you

Doug