How to Set Up
Microsoft 365 in Perth

1. Choose the Right Microsoft 365 Plan

Microsoft 365 offers a variety of plans tailored to different business needs. It’s important to choose the one that suits your organisation best. For small businesses, options like Microsoft 365 Business Basic or Standard may be ideal, while larger organisations might prefer Microsoft 365 Enterprise plans.

• Microsoft 365 Business Basic – Includes essential productivity tools like Word, Excel, Outlook, and Teams but is cloud-only (no desktop versions of the apps).
• Microsoft 365 Business Standard – Provides desktop versions of Microsoft apps plus cloud storage and collaboration tools.
• Microsoft 365 Enterprise – Designed for larger organisations, offering advanced security, compliance tools, and analytics.

Ensure you understand your team’s needs, including the number of users, the amount of storage required, and any specific applications (such as SharePoint or Power BI) your business relies on.

2. Purchase Your Microsoft 365 Subscription

Once you’ve selected the appropriate plan, you can purchase your Microsoft 365 subscription through Microsoft’s website or a trusted Microsoft partner like Western Technology. Purchasing through a partner may provide additional benefits such as ongoing support and assistance with setup and migration.

3. Set Up Your Domain

To give your business a professional look, you’ll want to connect your company’s domain (e.g., www.yourbusiness.com.au) to Microsoft 365. If you don’t have a domain, you can purchase one through a domain registrar or use Microsoft’s domain services.

Once you have your domain, follow these steps:

• Sign in to the Microsoft 365 admin centre.
• Go to Settings > Domains.
• Select Add domain and follow the instructions to verify ownership of your domain.

This process ensures that all emails, calendars, and collaboration tools are linked to your custom domain, giving your business a professional presence.

4. Add Users and Assign Licences

Now that your domain is set up, you can begin adding users to your Microsoft 365 account. You’ll need to assign each user a licence based on the plan you purchased. To add users:

• Go to the Microsoft 365 admin centre.
• Select Users > Active users.
• Choose Add a user and enter their details.
• Assign the appropriate licence for each user.

Make sure you also set up strong passwords for security purposes and enable multi-factor authentication (MFA) to enhance security.

5. Set Up Email with Exchange Online

Microsoft 365 includes Exchange Online, which allows your team to manage emails, calendars, and contacts. To set up your business email:

• In the admin centre, select Setup > Email setup.
• Enter the necessary information about your domain’s DNS settings (provided by your domain registrar).
• Once configured, all business emails will be sent and received through your custom domain, ensuring a professional appearance.

6. Install Microsoft 365 Apps

Once your Microsoft 365 account is up and running, each user can install the necessary Microsoft apps like Word, Excel, PowerPoint, Outlook, and Teams on their devices. To do this:

• Sign in to office.com using your Microsoft 365 account.
• Select Install Office from the home page.
• Follow the instructions to download and install the apps on your computer or mobile device.

For larger organisations, it’s often best to roll out these apps using a centralised IT strategy to ensure consistency and ease of management.

7. Set Up Microsoft Teams and SharePoint

Collaboration is one of the main benefits of Microsoft 365, and tools like Microsoft Teams and SharePoint are essential for team communication and document sharing.

• Microsoft Teams – Use Teams for chat, video calls, and document collaboration. Set up channels for different teams or departments, and make sure all users are familiar with how to use the platform.
• SharePoint – SharePoint allows your team to share and manage documents. Set up your SharePoint site to organise files and enable document collaboration in real-time.

Both tools are powerful and help improve teamwork and productivity across your business.

8. Configure OneDrive for Cloud Storage

OneDrive is the cloud storage component of Microsoft 365, providing each user with 1TB of space to store and share files securely. To set up OneDrive:

• Log into office.com and click on OneDrive.
• Users can upload and organise their files here, which will be accessible across all their devices.

You can also set up file-sharing permissions to control who can view and edit documents.

9. Enable Security Features

Security is critical for any business, and Microsoft 365 comes with a variety of tools to protect your data. Make sure to enable features such as:

• Multi-Factor Authentication (MFA) – This adds an extra layer of security to user logins by requiring a second form of verification.
• Advanced Threat Protection (ATP) – This tool helps protect your business from email-based threats like phishing and malware.
• Data Loss Prevention (DLP) – DLP policies help prevent sensitive information from being shared unintentionally.

Configuring these features early on ensures that your business stays secure as it grows.

10. Ongoing Support and Management

Once your Microsoft 365 setup is complete, it’s important to provide ongoing maintenance and support. Western Technology can help with regular system updates, security monitoring, and user support to ensure your business gets the most out of its Microsoft 365 subscription.

Get Started with Microsoft 365 in Perth

Setting up Microsoft 365 is a great way to modernise your business, improve collaboration, and secure your data. At Western Technology, we provide comprehensive Microsoft 365 setup, migration, and support services to businesses in Perth. Whether you’re a small business or a large enterprise, we ensure a seamless transition to this powerful platform.

Contact us today to learn more about how we can help you set up Microsoft 365 and take your business to the next level.