PORTFOLIO DEMO — a genericized recreation of a Microsoft 365 migration training hub iT9 delivered for a client. Client-identifying details replaced with placeholders. · See more from iT9 →
Quick Start

Quick Start Checklist

From getting ready to move, to your first day in Outlook. Follow these steps and you'll be up and running in no time.

1

Before you move: clear out large attachments

Sort your Notes mail by size and deal with any email over about 149 MB, so nothing gets left behind when your mailbox migrates.

Large Attachments Guide →
2

Sign in to your new Microsoft 365 account

Go to portal.office.com and sign in with your work email and the temporary password provided by the IT Service Desk.

Sign-In & MFA Guide →
3

Set up Multi-Factor Authentication (MFA)

Download Microsoft Authenticator on your phone and complete the MFA setup when prompted.

MFA Setup Guide →
4

Open Outlook and check your email

Open the Outlook app or go to outlook.office.com. Your migrated Notes emails will be waiting, with your @yourcompany.com address unchanged.

Outlook Guide →
5

Find the shared mailboxes you use

If your team monitored a mail-in database in Notes, it is now a shared mailbox in Outlook. Look in the left sidebar, below your personal folders.

Shared Mailboxes Guide →
6

Install Outlook on your phone

Download Microsoft Outlook from the App Store or Google Play so you can read work email on the go.

Mobile Setup Guide →
7

Check your calendar in Outlook

Click the Calendar icon in Outlook to see your upcoming meetings. They have all been migrated over.

Calendar Guide →
8

Explore the rest of this training site

Browse through the training modules at your own pace. Each one takes about 5 minutes.

All Training Modules →
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