{"id":1782,"date":"2025-11-10T00:02:06","date_gmt":"2025-11-10T00:02:06","guid":{"rendered":"https:\/\/www.ultrexstaff.com\/?p=1782"},"modified":"2025-11-10T00:02:07","modified_gmt":"2025-11-10T00:02:07","slug":"welcome-to-ms365-intro-training-letter","status":"publish","type":"post","link":"https:\/\/www.ultrexstaff.com\/?p=1782","title":{"rendered":"Welcome to MS365 intro training letter"},"content":{"rendered":"\n<p>Hello! I\u2019m Jim with Ultrex IT, and we\u2019ll be doing training shortly on your new Microsoft 365 organizational accounts. We are assisting you in a transition from personal accounts to Microsoft 365 Organizational accounts for all work-related activities. This change will provide us with a unified platform for email, office applications, and, in the near future, file sharing.<\/p>\n\n\n\n<p><strong>Setting Up Multi-Factor Authentication (MFA):<\/strong><\/p>\n\n\n\n<p>The first time you log in to your new Microsoft 365 account, you will be prompted to set up MFA. Please follow these steps to complete the process:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Sign In to Microsoft 365:\n<ul class=\"wp-block-list\">\n<li>Visit<a href=\"https:\/\/www.office.com\/\"> office.com<\/a> from a computer or tablet, and have your phone on hand and click on &#8220;Sign In.&#8221;<\/li>\n\n\n\n<li>Enter your new Microsoft 365 email address and password.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Begin MFA Setup:\n<ul class=\"wp-block-list\">\n<li>After entering your credentials, you&#8217;ll see a prompt stating, &#8220;More information required.&#8221; Click &#8220;Next&#8221; to proceed.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Choose Your Verification Method:\n<ul class=\"wp-block-list\">\n<li>Authenticator App (Recommended):\n<ul class=\"wp-block-list\">\n<li>If you don&#8217;t already have an Authenticator app installed on your mobile device, download it from the<a href=\"https:\/\/apps.apple.com\/app\/microsoft-authenticator\/id983156458\"> Apple App Store<\/a> or Google Play Store. We recommend the Google Authenticator app as a best-practice.<\/li>\n\n\n\n<li>Open the app, select &#8220;Add account,&#8221; and give the app camera permissions so you can take the picture of the coming QR code.<\/li>\n\n\n\n<li>Return to your computer and click \u201cI want to use a different authenticator app&#8221; then next.&#8221; A QR code will appear on the screen.<\/li>\n\n\n\n<li>Use the Authenticator app to scan the QR code. This will link your Microsoft 365 account to the app.<\/li>\n\n\n\n<li>After scanning, click &#8220;Next.&#8221; A you\u2019ll need to put in the code now being displayed on your phone.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Phone Verification:\n<ul class=\"wp-block-list\">\n<li>If you prefer to receive verification codes via text message or phone call:\n<ul class=\"wp-block-list\">\n<li>Select &#8220;I want to set up a different method&#8221; and choose &#8220;Phone.&#8221;<\/li>\n\n\n\n<li>Enter your mobile phone number and specify whether you want to receive a text message or a phone call.<\/li>\n\n\n\n<li>Click &#8220;Next.&#8221; You&#8217;ll receive a code via the chosen method.<\/li>\n\n\n\n<li>Enter the code on the sign-in screen to verify your phone number.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Finalize Setup:\n<ul class=\"wp-block-list\">\n<li>Once your verification method is confirmed, click &#8220;Next.&#8221;<\/li>\n\n\n\n<li>You&#8217;ll see a confirmation that MFA is now enabled for your account. Click &#8220;Done&#8221; to complete the process.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p><strong>Important Notes:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Authenticator App vs. Phone Verification: While both methods enhance security, using the Microsoft Authenticator app is recommended for a more secure and seamless experience.<\/li>\n\n\n\n<li>Future Sign-Ins: After setting up MFA, you&#8217;ll be prompted to verify your identity using your chosen method when accessing your account from new devices or locations.<\/li>\n<\/ul>\n\n\n\n<p><strong>What about my old email?:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Email:<\/strong> We will be adopting Outlook.com for email communications. To ensure you continue receiving messages sent to your personal Gmail accounts, we recommend setting up automatic forwarding from Gmail to your new Microsoft 365 email address. This will consolidate your emails into one inbox, eliminating the need to check multiple accounts. Your old email account will not be deleted or going away, but it\u2019s best to view it as an account you can log into for viewing historical email, not checking two places at once. To that end:<\/li>\n<\/ul>\n\n\n\n<p><strong>Setting Up Email Forwarding from Gmail to Outlook:<\/strong><\/p>\n\n\n\n<p>To forward your Gmail messages to your new Microsoft 365 email address, please follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>**Access Gmail Settings:**<br>\n<ul class=\"wp-block-list\">\n<li>Sign in to your Gmail account.<\/li>\n\n\n\n<li>Click on the gear icon in the top-right corner and select &#8220;See all settings.&#8221;<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>**Add Forwarding Address:**<br>\n<ul class=\"wp-block-list\">\n<li>Navigate to the &#8220;Forwarding and POP\/IMAP&#8221; tab.<\/li>\n\n\n\n<li>In the &#8220;Forwarding&#8221; section, click &#8220;Add a forwarding address.&#8221;<\/li>\n\n\n\n<li>Enter your new Microsoft 365 email address and click &#8220;Next,&#8221; then &#8220;Proceed,&#8221; and finally &#8220;OK.&#8221;<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>**Verify Forwarding Address:**<br>\n<ul class=\"wp-block-list\">\n<li>A confirmation email will be sent to your Microsoft 365 inbox.<\/li>\n\n\n\n<li>Log in to your Outlook account, open the confirmation email, and click on the verification link provided.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>**Enable Forwarding:**<br>\n<ul class=\"wp-block-list\">\n<li>Return to your Gmail settings page and refresh the browser.<\/li>\n\n\n\n<li>In the &#8220;Forwarding and POP\/IMAP&#8221; tab, select &#8220;Forward a copy of incoming mail to&#8221; and choose your Microsoft 365 email address from the dropdown.<\/li>\n\n\n\n<li>Decide on the action for Gmail&#8217;s copy of the emails (e.g., keep, archive, or delete).<\/li>\n\n\n\n<li>Click &#8220;Save Changes&#8221; at the bottom of the page.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p><strong>Training Session:<\/strong><\/p>\n\n\n\n<p>An in-person training session is scheduled. During this session, we will cover:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigating the Microsoft 365 dashboard.<\/li>\n\n\n\n<li>Using Outlook.com for email communications.<\/li>\n\n\n\n<li>An overview of Word, Excel, and PowerPoint.<\/li>\n\n\n\n<li>Addressing any questions or concerns you may have.<\/li>\n<\/ul>\n\n\n\n<p><strong>Support:<\/strong><\/p>\n\n\n\n<p>Ultrex IT will be your primary contact for any account-related issues or technical support. You can reach us at IT@Ultrex.com or call 541-862-1053.<\/p>\n\n\n\n<p><strong>Next Steps:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log into your account for the first time at outlook.com and set up Multi-Factor-Authentication (MFA)<\/li>\n\n\n\n<li>Set up email forwarding from your personal Gmail account to your new Microsoft 365 email address to streamline your communications.<\/li>\n\n\n\n<li>If you have any immediate questions or concerns, feel free to reach out to Ultrex IT or Scott.<\/li>\n<\/ul>\n\n\n\n<p>Reach out if you need any help- we live to serve!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hello! I\u2019m Jim with Ultrex IT, and we\u2019ll be doing training shortly on your new Microsoft 365 organizational accounts. We are assisting you in a transition from personal accounts to Microsoft 365 Organizational accounts for all work-related activities. This change will provide us with a unified platform for email, office applications, and, in the near [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[98,117,114],"tags":[],"class_list":["post-1782","post","type-post","status-publish","format-standard","hentry","category-it-knowledge-base-articles","category-ms365","category-templated-communications","post-preview"],"_links":{"self":[{"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=\/wp\/v2\/posts\/1782","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1782"}],"version-history":[{"count":1,"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=\/wp\/v2\/posts\/1782\/revisions"}],"predecessor-version":[{"id":1783,"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=\/wp\/v2\/posts\/1782\/revisions\/1783"}],"wp:attachment":[{"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1782"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1782"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1782"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}