How to set up Office 365 Business Premium & Private Accts in Win 10?


  1. Posts : 61
    Win 10 home
       #1

    How to set up Office 365 Business Premium & Private Accts in Win 10?


    It's got to be obvious, but I can't seem to find how to set up separate log ins for personal and Office 365 Business Premium/work accounts in Windows 10 on my notebook - presuming that is it's a sensible way to set up access.

    Each account is set up so that it has it's own log in e-mail, password and user name so that it'll hopefully be clear which account is in use at a given time - along the lines described in this piece: Understanding Microsoft Work And Personal Accounts | Bruceb News It's otherwise seemingly very hard to tell which account is in use as Microsofts naming/labelling of screens and versions of the applications is ambiguous.

    It'd be great to hear views on a proven strategy for handling this situation too. I'm a single user small business with full admin control over the Office 365/work account, so there's no privacy or file sharing issues involved - it exists primarily for access to the Office applications and the 1TB One Drive storage.

    There's as he says an option in Win 10 to set up to access both accounts on a shared basis, but I'm nor sure what it would deliver in functional terms.

    I'd like to be able to access Office applications and Outlook (with separate folders for each mail address) from each account, but the One Drive 5GB free allowance with Windows will presumably have to stay separate from the 1TB with the office 365 Business licence. Skype etc I'm not sure about setting up.

    Thoughts anybody? The Microsoft info is far from clear, and my hosting provider doesn't seem to have much to say on the subject either - I unthinkingly set up the work account off the same e-mail address as the personal account at first. It's as a result taken ages to figure out how to separate the accounts for example....
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  2. Posts : 17,661
    Windows 10 Pro
       #2

    ondablade said:
    ...
    It'd be great to hear views on a proven strategy for handling this situation too. I'm a single user small business with full admin control over the Office 365/work account, so there's no privacy or file sharing issues involved - it exists primarily for access to the Office applications and the 1TB One Drive storage.
    To avoid comments from hair splitters asking on which authority I say this is the correct way to set up O365 Business on a PC, let's just say that below is my way to do it.

    I am quite experienced in setting up O365 Business and Enterprise accounts in various scenarios, yours is an easy one: a single O365 Business user (not part of a corporate network), in addition to a local or Microsoft account for private use.

    Following instructions apply to a fresh, clean install of Windows, setting up a PC with pre-installed Windows first time, or after a factory reset of a PC with pre-installed Windows. Screenshots are from a clean install on a Hyper-V virtual machine, installed and O365 setup now only for purpose of these screenshots.

    If your PC is already set up and you do not know from which point of instructions to continue, just tell what you have done up to now and we'll continue from that.

    OK, instructions:
    1.) Setup Windows with a local account to assure your user profile gets the preferred name. Setting up Windows with a Microsoft account names your profile as a five character abbreviation, for instance user Joe Johnson with a Microsoft account email joe.johnson@AnyMicrosoftAccountEmail.com would get the user profile (personal folder) named as joejo. Setting up Windows with a local account naming it as Joe (Private) would name the profile and user profile folder as Joe (Private). When Joe then straight after signing in the first time switches his user account to a Microsoft account, this profile name would remain intact.

    Short: I recommend using a Microsoft account but always setting up Windows 10 first with a local account naming it as you prefer, then switching user account to a Microsoft account.

    2.) Setup personal OneDrive

    3.) Using a browser, browse to O365 Portal and sign in with your O365 Business account credentials, download and install Office 2016 desktop apps:

    How to set up Office 365 Business Premium & Private Accts in Win 10?-image.png

    Notice: you are allowed to install and use Office desktop apps at any given time on five computers, five tablets and five smartphones.

    4.) When installed, open any of Office 2016 desktop apps. It asks you to activate installation. To do that enter your O365 Business email address:

    How to set up Office 365 Business Premium & Private Accts in Win 10?-image.png

    5.) Office 2016 desktop apps now activated, add O365 Business account to OneDrive. Right click OneDrive icon in Taskbar Notification area, select Settings and add account:

    How to set up Office 365 Business Premium & Private Accts in Win 10?-image.png

    You can have one personal OneDrive account and multiple OneDrive for Business accounts added to a Windows user account. Accounts are shown separately in Windows Explorer:

    How to set up Office 365 Business Premium & Private Accts in Win 10?-image.png

    In Notification area personal OneDrive is shown as white icon, Business accounts as blue:

    How to set up Office 365 Business Premium & Private Accts in Win 10?-image.png

    6.) Time to set up Outlook. Open Outlook from Start, it has now detected that you have activated Office products with O365 Business credentials and asks if you want to connect Outlook directly to that account. Click Connect:

    How to set up Office 365 Business Premium & Private Accts in Win 10?-image.png

    7.) Notice that Outlook is not happy with your O365 Business account password; it requires something called an App password. App passwords are generated for apps requiring extra security. Browse to App Passwords, sign in with O365 Business credentials and create a new App password:

    How to set up Office 365 Business Premium & Private Accts in Win 10?-image.png

    Now you can set up other email accounts normally in Outlook

    8.) Optional: Skype for Business is intended for organisation's internal communications. You being a one man organisation, if you do not belong to any external networks you only need Skype for Business if you do live broadcasts and open meetings over the Internet

    If you choose to set up Skype for Business it requires an App password like Outlook as told above in step 7

    9.) Optional: If you want to you can create another Windows user account on your PC using your O365 Business credentials. However, as you mentioned you have a single user business this is unnecessary; everything from your O365 Business account is now integrated to your private Windows 10 user account.

    To set up Azure AD (Office365 Business) user on your computer, go to Settings > Accounts > Access work or school:

    How to set up Office 365 Business Premium & Private Accts in Win 10?-image.png

    Select Connect:

    How to set up Office 365 Business Premium & Private Accts in Win 10?-image.png

    Select Join this device to Azure AD:

    How to set up Office 365 Business Premium & Private Accts in Win 10?-image.png

    Enter your credentials, finally click Join:

    How to set up Office 365 Business Premium & Private Accts in Win 10?-image.png

    Click Done:

    How to set up Office 365 Business Premium & Private Accts in Win 10?-image.png

    Now you can switch user signing in with your Azure AD / O365 Business credentials:

    How to set up Office 365 Business Premium & Private Accts in Win 10?-image.png

    Kari
    Last edited by Kari; 05 Apr 2017 at 10:19. Reason: Typos
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  3. Posts : 61
    Win 10 home
    Thread Starter
       #3

    Hi Kari. :) Thank you for going to so much trouble to set this out in detail. Much appreciated.

    I'm just now starting to work through it, so I'll be back to report progress.
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  4. Posts : 17,661
    Windows 10 Pro
       #4

    Let us know how it goes.

    I repeat maybe the most important part of what I posted, quoting it from my previous post:

    Kari said:
    9.) Optional: If you want to you can create another Windows user account on your PC using your O365 Business credentials. However, as you mentioned you have a single user business this is unnecessary; everything from your O365 Business account is now integrated to your private Windows 10 user account.
    Kari
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  5. Posts : 61
    Win 10 home
    Thread Starter
       #5

    Back again Kari.

    My situation is a little different since Windows 10 installed the default (I think) One Drive linked personal/Windows/Micropsoft account rather than the local you recommend starting with.

    The position was then confused by my (not apppreciating the difference between work/business and personal accounts, and on the advice of my hosting provider - see below) using the same e-mail address to activate the office 365 Premium subscription via my hosting provider's account management pages.

    I've been able to obtain a new Outlook.com e-mail address (that's from the seemingly separate Outlook.com free personal e-mail address/mailing system (?) for use as a a part of the log in to the Windows/Microsoft personal account, and not the Outlook business packaged in Office 365), and amend the user name and e-mail address (log-in) used with this personal Windows/Microsoft account by following the procedure outlined in the piece by Bruce B linked above. (or maybe another of his) This seems to have worked since settings/accounts/your info is now displaying the revised log in with admin privileges.

    This means I now have Windows/Microsoft personal and business/work user names and e-mail addresses which are different for each (personal and business/work) account - the preferred situation in that it should help avoid confusion between the accounts in future..

    I've not set up the associated 'personal' One Drive yet as you suggest in step 2 (selected files to back up etc), but presume I can do this whenever. i.e. that it's not necessary to getting the second log-in set up.

    I don't think I need a local Windows account, as a I'm the only user of the PC and want to retain the automatic backup to One Drive feature - in both the personal and business accounts.

    I also on the advice of the hosting provider activated my Office 365 Business Premium subscription via their account management page/link to portal.office.com using the same e-mail address as originally used for the Windows/Microsoft personal account - but with a different user name. (they assigned three variations of my user name to the account actually, one is the business admin, one a user licensed to use the x1 Office seat paid for/available, and one that's just a user with no rights or licenses - why I don't know)

    The 365 business user name with the licence has been slightly amended using the hosting provider's user details editing tool - so that it shows my name as I want it in e.g. mails in Outlook 365 business. Having logged in temporarily via the Office portal the Office applications downloaded on to the PC, and seem accessible (Word is anyway) - even though so far as I know it's now only logged into the Windows personal account. (this is presumably because the premium accounts downloads copies of Office fo off line use)

    All seems OK there now, in that the account seems to have the required user name (it's showing correctly in Outlook business mails) and (unchanged) work domain e-mail address.

    I also (don't know if this was the right step) added my work account at settings/accounts/access work or school, but (even though it's showing as an option that may be connected by clicking a link from that menu) it's not showing on the start menu or the start up page as a separate icon/account log in option. I've not clicked in case of messing stuff up.

    One difference to what you describe is that my Office 365 Business Premium subscription only covers a single seat rather than the five computers you mention. I'm not sure if this has implications for e.g. ability to use Office in both personal and business accounts, or for anything else.

    I guess I'm unsure where to pick up in your instructions to get the rest of the set up done, and would appreciate some guidance. .

    I'd like to be able to use (send/receive) both the Office 365/work (I have my own domain) and Outlook.com personal e-mail addresses (and possibly a few additional ones in each domain) in the Outlook/365 business client/mailer - accessed from either the personal or 365/work Winbdows/Microsoft user accounts.

    That said I don't plan to use the Outlook.com personal addresses for anything other than as ID for logging into various accounts (e.g. Pay Pal, Amazon) - a different one for each account. That way I figure if I ever receive a mail or spam from one of them I know there's been a security breach.

    I'd like to set the Outlook.com personal log in use e-mail addresses to forward to the Outlook 365/business mail client (send receive etc interface) so that I don't have to keep on checking for mail in the Outlook.com personal client/mailer.

    I'd also like to have a very old pop mail address forward to the Outlook 365/business client, again hopefully accessible from both Windows personalk and business user accounts.

    The plan is to access the free 5GB One Drive allowance from the personal account for use by personal correspondence/files, and the 1TB from the Office 365 business/work account for work and other categories of bulky files. I'm presuming that a limited number of files duplicated in both personal and One Drive business accounts will be mirrored/automatically updated/synchronised so that both back ups are the same in the event the original on the PC (linked to both One Drive accounts) is edited and saved.

    I'd like to be able to use the Office applications from either Windows/Microsoft personal or 365/work/business accounts, and as above be able to save to the same folders on the PC from either account - to be backed up on whichever/both One Drive accounts as specified. This seems to be the way it routinely works, but I'm not 100% sure...

    Ditto I'd like to be able to use Skype from either the Windows/Microsoft personal or Office 365 accounts, but it will only be needed for my own (single person/caller) use.

    Ditto also to be able to use the browser (Firefox) from both Windows/Microsoft accounts, inclusing the ability to access to all saved bookmarks.

    Pardon the length, but this territory seems to be a minefiled, and the Microsoft support write ups cryptic and unclear to me. There's little by way of explanation as to how the system works, and the use of terminology is sloppy in the extreme.

    Thank you
    Last edited by ondablade; 08 Apr 2017 at 09:53. Reason: clarity
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  6. Posts : 17,661
    Windows 10 Pro
       #6

    I need to take time to re-read your post and think what in my opinion should / needs to be done.

    Being somewhat preoccupied at the moment I will try to reply to you as soon as possible. Let's say if you have not heard from me within 48 hours, post a reminder here; I'm subscribed to this thread and will get notified.

    Kari
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  7. Posts : 61
    Win 10 home
    Thread Starter
       #7

    You're a gentleman Kari - but take it only as is convenient for you. It's possible also that I'm looking for more flxibility in terms of access to Office via both the personal and work accounts (even though both are on the same notebook) than the Microsoft system will permit.

    My hosting provider should really be guiding me through this, but as before they don't seem to have any very clear view on the account options.

    ian
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  8. Posts : 61
    Win 10 home
    Thread Starter
       #8

    Hi Kari. reminder as requested...
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  9. Posts : 17,661
    Windows 10 Pro
       #9

    OK :)

    I've tried to read your reply to my first post several times and I have to say I am not completely following you.

    Some facts:

    You do not need a Windows user account with your O365 credentials to use and activate your O365 Business products. Of course you can have as many accounts on your PC as you want to but it is not necessary.

    You can install, activate and use your O365 apps including OneDrive for Business and Outlook from any normal local or Microsoft account. When activated on one account, all Office apps will be activated and usable to all users.

    You can use your OneDrive for Business also to store personal data, not caring about the 5 GB data storage limitation on your personal OneDrive account. Just create a folder called Personal in your OneDrive for Business folder, and create a subfolder structure under it as you prefer (Documents, Music, Photos etc,) to separate it from your business data stored in same OneDrive for Business folder.

    Windows user account you are using has nothing to do with your O365 subscription. An O365 Business subscription for a single user business does in no way mean you have to create a user account for it on your Windows PC (this of course does not apply to corporate networks where employer requires you to sign in with business credentials). You can set up both personal and business email accounts in Outlook regardless which user account you are using to sign in to Windows.

    Short: activate your Office desktop suite of applications using your O365 credentials, then use your PC as usually. Store both personal and business data in OneDrive for Business, personal separated in its own folder structure as told above. Set up email accounts in Outlook as you prefer, both personal and business.

    Simplicity is the key. As a single user business, you do not need to do anything else than activate your O365 subscription based Office 2016 desktop apps and start using them.

    Kari
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  10. Posts : 61
    Win 10 home
    Thread Starter
       #10

    That explains a lot Kari - I mistakenly thought that activating/logging into Office 365 Business in effect created another category of Windows account. It explains though why I can access the Office apps from a personal Win 10 account.

    This mistaken idea was reinforced by the fact that my file explorer seemed still to be using the personal One Drive allocation even though I had set up and logged into the Office 365 Business account. It was screaming that it was full too.

    The One Drive issue seems somehow to have got sorted out (not sure why - but I'm clearly connecting to One Drive for business now), but there's a similar confusion arising with Skype. Even though I log in automatically to the business version it keeps on opening the personal version too. When I'd have thought the latter would get out of the way once the business version was running...

    Oh well...

    ian
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