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Set up your desktop for Office 365

 

Topic Last Modified: 2013-02-14

After you’ve signed in to the Office 365 portal for the first time, you should set up your computer to work with Microsoft Office 365 for professionals and small businesses. This involves installing updates for your desktop applications from the Office 365 Downloads page, and then configuring your computer. This topic will walk you through these tasks.

When you have set up your desktop, you will be able to:

  • Install Lync, your workplace connection for instant messaging and online meetings including audio and video.
  • Use your user ID to sign in to Office 365 from your desktop applications.

To set up your desktop for Office 365, follow these steps:

  1. Verify that your computer meets the requirements for Office 365. See Software requirements for Office 365.

  2. Sign in to the Office 365 portal. In the right pane, under Resources, click Downloads.

    noteNote:
    If this information doesn’t match what you’re seeing, you may be using Office 365 after the service upgrade. Try Use my current Office desktop apps with Office 365 to find the information that applies to you.
    Am I using Office 365 after the service upgrade?
  3. Under Install Microsoft Lync, select your desired language option and choose either the 32-bit or 64-bit version, and then click Install.

  4. Under Set up and configure your Office desktop apps, click Set up. The Microsoft Office 365 desktop setup tool starts.

  5. Sign in using your user ID.

    Office 365 desktop setup will check your system configuration. If the scan completes without detecting any problems, you’ll be presented with options to configure your desktop applications and learn more about the important updates Office 365 desktop setup will install. If a problem is detected, see Troubleshoot update and configuration issues for Office 365 for more information.

  6. After you have selected the applications you want to configure, click Continue, review the service agreements, and then click I accept to begin installing updates and configuring desktop applications.

    importantImportant:
    Some of the applications may have shaded check boxes. This can occur if your account has not been provisioned to use this application with Office 365 or if you do not have the required applications already installed on your computer.

    When the installation and configuration have completed, you may have to restart your computer to finalize the installation and configuration processes.

After running Office 365 desktop setup, a shortcut to the Office 365 portal will be added to the Start menu on your desktop.

noteNote:
If you encounter a problem while setting up your desktop, a support agent or administrator may ask you to collect a log by pressing Shift, Ctrl, and L simultaneously on your keyboard.
 

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