Updated: March 18, 2023
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by Gary Spenser
Tech Expert & Writer
772 resolved issues

Help! I don't know how to setup Microsoft 365 Business



Hello, thank you for contacting Howly! I am here to help you today!
May I know your first name, please?

Customer Replay


*****


Nice to meet you, *****!

Customer Replay


You too.


Do you need instructions from the very beginning of the set up or did you manage to complete few steps already?

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Customer Replay




I've completed a few steps already. I have my domain's MX, CNAME and TXT records setup, but I don't know how to add an email address or apps. I thought those were included with my subscription.

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Got you, thank you for the additional details!
Please allow me a moment to provide you with further instructions, I would really appreciate it if you would wait for me in the chat.

Customer Replay


No problem. FYI, I'm also on a Mac. I do have apps already (Outlook, Word, Excel, Etc.) on my desktop. I just need to know how to sign them out of an old account and sign them in to a new one. Outlook is the first priority.


Noted! Thank you!
Give me a moment, please

Customer Replay


You got it.


Thank you!
*****, please allow me a few more moments

Customer Replay


Okay

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Thank you!
*****, to change the account, you would need to open an app Word, Excel, etc. and in the top right corner click on your name -> sign out -> sign in with the new account
Word, Excel, PowerPoint and other Office 365 program can be running at the same time with different Microsoft account logins, that's why you would need to switch manually in each app to a different user

Customer Replay


Got it, but I'm not even sure I've correctly added myself as a user. As I said Outlook is the priority.


Do you want to use Outlook only for 1 account or do you want to use it for the private email as well?

Customer Replay


I use it for business email and private. I'm a sole proprietor, so I get almost all my email via my one email address and personal domain.


Got you, allow me a moment, please

Customer Replay


okay

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Please, open the Outlook app on your Mac:
Then go to File > Add account and sign in with your business account

Customer Replay


got it. I'll try now. Please stand by.


Please, take your time, I am here with you

Customer Replay


Holy Cow! It worked. Yes!!


Perfect! I am glad! 😀
Is there anything else I can assist you with today?

Customer Replay


It's working in my apps as well. That's it, Sir! Much appreciated!


My pleasure! Thank you for the rate!
Thank you for chatting with us today!
We are available 24/7, you can refer your questions anytime. Have a nice week!

Customer Replay


You too, Gary. Thanks again.
Bye


Thank you! Stay safe!

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