What steps do I need to follow to set up and access my Microsoft 365 New Account?


Below are the steps to assist you in signing in and completing the account information.


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Summary


A Microsoft 365 (M365) cloud account has been provisioned for you by the AOC Infrastructure team. This new Microsoft account is linked with your existing account that you have been using all along to sign in to your workstation and/or email. 


The account sign in credentials are simple because they are already known to you. The username is your email address and the password is the same one that you use to sign in to your workstation today. 


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Signing In 

The sign in process for accessing M365 resources is straightforward. All you need to do to get started is visit https://portal.office.com. If you are prompted to sign in, you simply need to provide your primary email address as your username along with the same password that you use to access your workstation and email.  

 

In some cases, during the sign in process, you may be prompted with a choice of which account to use. If you see something like this, make sure that you choose the ‘Work or School’ type. That is the only Microsoft account that can be managed by AOC IT. Here is a picture of what the prompt may look like, for familiarity: 

 

 

After you successfully sign in to M365, you should be able to see pertinent information about your account on the ‘My Account’ page. This includes your picture and your job title.  


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Multi-Factor Authentication (MFA) 

Multi-Factor Authentication (MFA) is a security method that requires you to verify your identity using two or more factors. These factors can include something you know (such as a password) and something you have (such as a phone). MFA enhances security by adding an extra layer of protection against unauthorized access and it is required by Microsoft to access online resources such as email.  

 

After you sign in to the Office portal for the first time, you can expect to see a prompt to gather additional information. The prompt will look similar to this: 

 

 

When you encounter this, please walk through the wizard and configure MFA. The current options for MFA methods include using an authenticator app (such as Microsoft Authenticator or Duo Mobile) on your smart phone or receiving an SMS text with a one-time 6 digit password.  

 

Additional Instructions follow this section for: 

Configuring Microsoft Authenticator as your authenticator app 

Configuring Duo as your authenticator app 

Configuring a Text Message for your multifactor authentication process 

 

Note: There may be an option to skip the MFA set up steps temporarily. While you can postpone this for a short period of time, you should set up your MFA as soon as you can. This will prevent disruption in service later. 

 

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Configuring Microsoft Authenticator 


If you are planning on using Microsoft Authenticator, please follow these steps: 

 

1.) If you haven’t already done so, install the Authenticator app on your mobile phone. This can be found in either the App Store for Apple/iPhone or Play Store for Android devices.  


This link will bring you to a page where you can either choose “Get the App” if you’re using your mobile device right now or it will provide a QR code that you can scan with the camera on your Smart Phone. 


https://www.microsoft.com/en-us/security/mobile-authenticator-app#overview  


The icon for the Microsoft Authenticator will look like this: 
Icon Description automatically generated  


If you’re familiar with scanning QR codes, you can take a shortcut and scan either the Android or the Apple QR code to get the app. 


Qr code Description automatically generated 


Or you can choose to follow one of these links: 


Microsoft Authenticator for Android 
https://play.google.com/store/apps/details?id=com.azure.authenticator&hl=en_US  

 

Microsoft Authenticator for Apple 
https://apps.apple.com/us/app/microsoft-authenticator/id983156458  

 

2.) Hit ‘Next’ 


 


3.) The next screen will look like the following picture. At this point, you will need to set up the Authenticator app on your mobile phone. After you complete those steps (shown below) return to the MFA setup in the browser and then choose “Next”.  


 


Note: you may be prompted to set up a recovery password from this app. This password is managed by you so be sure to remember the password that you choose. If you do see this prompt, please follow the on-screen instructions to continue setting up and then hit Next on the MFA setup page. 

  1. a.) App Set up: 

  1. i.) Open the Authenticator app and then hit the “+” button 

  1. ii.) Choose “Work or School account” 

  1. iii.) Choose Scan a QR code (optionally you can sign in here) 

  1. iv.) Note: some permissions to use your camera may appear, please allow this. 

  1. 4.) At this point, you should see a QR code on your computer’s browser in the MFA setup page. Scan this QR code and then save your new profile within the Authenticator app on your mobile phone. 

  1. 5.) Important: On your computer in the MFA Setup page, choose ‘Next’. This will finalize your MFA setup process. You will be asked to input a 2-digit number into the Authenticator app.   

  1. 6.) Your MFA is now be set up. You should see a page that indicates the registration was successful. Hit “Done” to advance the sign in process. 
     


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Configuring Duo Mobile Authenticator


By default, Microsoft will ask you to set up the Microsoft Authenticator app. If you are planning on using Duo Mobile, then follow these steps: 

1.) If you haven’t already done so, install the Duo Mobile app on your mobile phone. This can be found in either the App Store for Apple/iPhone or Play Store for Android devices.  


You can install the Duo Mobile app from either app store by searching for “Duo Mobile” and then choosing the install options. The icon for Duo Mobile will look like this: 
Icon Description automatically generated  

You can also scan one of the following QR codes to go directly to the app: 

 

Qr code Description automatically generated 

 

Or you can choose to follow one of these links: 

 

  1. 2.) In the web browser you are signing in, click “I want to use a different authenticator app” 


  2. Graphical user interface, text, application Description automatically generated 


  1. 3.) The next screen will look like the following picture. You will need to open the Duo app on your mobile phone and tap on the “+ Add” button. This will start the steps to add a new profile into the app. After you complete those steps, turn back to the MFA setup in the browser and then choose “Next”.  


  2. Graphical user interface, text, application Description automatically generated 


  3. Note: you may be prompted to set up a recovery password from this app. This password is managed by you so be sure to remember the password that you choose. If you do see this prompt, please follow the on-screen instructions to continue setting up and then hit Next on the MFA setup page. 


  1. a.) App Set up: 

  1. i.) Open the Duo app and then hit the “+ Add” button 

  1. ii.) Choose the option to use a QR code 

  1. iii.) Note: some permissions to use your camera may appear, please allow this. 


  1. 4.) At this point, you should see a QR code on your computer’s browser in the MFA setup page. Scan this QR code with your phone and then save your new profile within the Duo app on your mobile phone. 


  1. 5.) Important: On your computer in the MFA Setup page, choose ‘Next’. This will finalize your MFA setup process. You will be asked to enter the 6-digit code that is shown in your Duo app. Note: you may have to click the button “Show” on the profile that you created to obtain this code. Enter the 6-digit code into the MFA setup page and then hit “Next”. 


  1. 6.) At this point, your MFA should now be set up. You should see a page that indicates the registration was successful. Hit “Done” to advance the sign in process. 


  2. Graphical user interface, text, application, email Description automatically generated 

 

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Configuring a Text Message 

By default, Microsoft will ask you to set up the Microsoft Authenticator app. If you are planning on using a Text Message instead, then follow these steps: 


 1.) Click “I want to set up a different method” 


 


2.) You will then be prompted to choose from different supported methods. Choose “Phone” from the drop down and then hit “Confirm” 


 


3.) At this page, enter in your phone number. 


 


4.) You’ll receive a text, enter the code and then hit “Next”  


 


5.) After you provide the 6-digit code, you should see a page like this indicating that the registration was successful. Hit “Next” to advance the sign in process. 


 


6.) At the final page, hit “Done”  

 

Important / Frequent Links 

Here are some important or otherwise frequent links that you will end up using: 


  • M365 Portal 

  • My Account (M365 Profile Page) 

  • MFA Set up