Now that you have been approved for the Nonprofit Granted Offerings, you may be eager to know what your next steps should be. It is a common question we hear: 'What's next?' If you have successfully completed the eligibility process and received approval for our granted offerings, this blog is tailored just for you. Let us delve into how M365 serves as the gateway to the Microsoft ecosystem.
M365 goes beyond being a suite of productivity tools—it represents the gateway to a comprehensive ecosystem of interconnected solutions and endless opportunities. By embracing M365, organizations gain access to essential tools such as Microsoft Word, Excel, and Teams. More importantly, they integrate into a unified platform that offers cloud services, robust security features, collaborative capabilities, and advanced analytics.
This unified platform leverages robust cloud services, offering scalable storage and computing power to meet diverse organizational needs. It incorporates advanced security features, ensuring the protection of sensitive data and compliance with regulatory requirements. Additionally, M365 facilitates seamless collaboration among teams, enabling real-time communication, file sharing, and project management across various departments and locations.
|
Now that we understand how M365 serves as the foundational framework, let us explore how to get started with activating, assigning, or removing M365 licenses effectively.
Activate, assign, or remove your M365 licenses.
Accessing and assigning licenses for the first time:
In order to activate, assign, or remove your M365, we will need to start by accessing the Nonprofit Portal at https://nonprofit.microsoft.com/en-us/getting-started.
- Once you have clicked on the link, you will need to sign into your account by clicking the “Sign in” button at the top right-hand corner of the screen.
- To successfully sign in you will need to have your .onmicrosoft.com username handy and the password you used to create your Nonprofit Portal Account.
- After signing in you will reach your nonprofit homepage. You will need to click on "I am looking for” at the top and select "M365."
- This will take you to a page titled, “Compare our Microsoft 365 Plans”, you will need to scroll to the bottom of the page and click the “admin portal” link under “(2) Activate your licenses.”
- First, we are going to start by claiming your granted M365 Business Premium Licenses. To claim your licenses, expand the “Billing” dropdown on the far-left hand side and click on “Purchase Services.”
Scroll down to “Microsoft 365 Business Premium (Nonprofit Staffing Donation)” licenses. These licenses should say “Free.” Click on “Details” change the number of licenses from 1 to 10 and click, “Buy Now.”
- You will be required to complete the Billing information and to invoice option before clicking the “Place your order” button. Once you have completed claiming the licenses, you will be directed to go back to the admin center.
To Add Users:
Now that we have claimed your M365 Business Premium Licenses, we will need to assign your licenses to your users.
- To assign licenses, expand the “Users” dropdown on the left side of the page. Under Users, select “Active Users.”
- On the next page, please click “Add a User” at the top of the page.
- Once you click “Add a User” you will need to set up the basics by completing the user information.
- Be sure that all three of the boxes are checked and that you email the user’s temporary credentials to their organization email address. Be sure you are NOT emailing it to your .onmicrosoft.com email address.
- On the next screen you will assign licenses to your users by selecting the appropriate box for the product you wish to assign. Please note: As you check the box, the number of licenses available will decrease. Once you have assigned all licenses click “Next” at the bottom of the screen.
- On the next screen, you will have the option to decide what roles you would like to assign the user. You have the option to select as many roles as you like. You can also understand what each role entails by clicking the “i icon” next to the role.
- On the last screen, you will need to confirm that the information you entered is correct and click “Finish adding” at the bottom to finalize the adding of the user.
To remove a user:
- Go to Users > Active users’ page
- Select the box next to the name(s) of the user(s) you want to delete
- Click "Delete User" at the top of the page
- Please note” If needed, you can restore deleted users, and recover their data with the exception of calendar items and alias for up to 30 days from the deleted users list.
A few things to note while in the Admin Center:
- To see what products you have previously claimed, you can click on “Billing” > “your products.”
- Anytime you want to purchase or add new products, you will click on “Billing”> purchase services and select the appropriate tab under “view by category” of the product you wish to purchase.
Adding additional licenses/users in the future:
- To add more licenses or users in the future, please follow these steps:
- Go to Office.com and click on the Admin icon.
- Select 'Users' to add new users or 'Purchase Services' to acquire additional licenses."
Now that you have added users to your organization and assigned licenses, your team will be able to collaborate on work from multiple device types, across many different applications. Congratulations on taking the first step in your M365 journey!