How do I set up Microsoft 365 E3 for my organization? 

Dec 17, 2024
Benjamin Gbolaru
2 min read

To set up Microsoft 365 E3 for your organization, purchase a subscription, configure users and licenses, and customize your organization's settings in the Microsoft 365 Admin Center.


Step-by-Step Guide to Set Up Microsoft 365 E3

Follow these steps to efficiently set up Microsoft 365 E3 for your organization:


1. Purchase a Microsoft 365 E3 Subscription

  • Visit the Microsoft 365 pricing page.
  • Choose the E3 plan and follow the prompts to complete the purchase.
  • Sign in to the Microsoft 365 Admin Center with your admin account.

2. Set Up Your Domain

  • Go to the Admin Center > Setup.
  • Add and verify your custom domain to associate email addresses with your business name.
  • Update your DNS settings through your domain provider.

3. Add Users and Assign Licenses

  • In the Admin Center, select Users > Active Users.
  • Click Add a user and input their details.
  • Assign each user a Microsoft 365 E3 license from your available pool.

4. Set Up Email and Collaboration Tools

  • Configure Exchange Online to set up email accounts and mailboxes.
  • Customize SharePoint Online for file sharing and team collaboration.
  • Enable Teams for secure communication and video conferencing.

5. Secure Your Organization

  • Enable Multi-Factor Authentication (MFA) for enhanced security.
  • Configure Microsoft Defender for Office 365 for advanced threat protection.
  • Set up Conditional Access Policies in Azure Active Directory for access control.

6. Migrate Existing Data

  • Use Microsoft tools to migrate emails, documents, and contacts from your old system.
  • For data migration, follow the step-by-step wizards available in the Admin Center.

7. Install Office Apps

  • Guide your users to install Office Apps like Word, Excel, and Outlook on their devices.
  • Access the installation files via the Microsoft 365 portal.

8. Train and Onboard Your Team

  • Provide user training on Microsoft 365 tools such as Teams, OneDrive, and Outlook.
  • Share Microsoft’s resources and tutorials to help with onboarding.

Final Checklist for Microsoft 365 E3 Setup

TaskStatus
Purchase subscription
Add and verify domain
Add users and assign licenses
Configure security settings
Migrate existing data
Install apps and onboard team

Need Help Setting Up Microsoft 365 E3?

Medha Cloud will simplify the entire setup process for your organization, from configuration to onboarding.

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