Set up SharePoint and OneDrive in Microsoft 365 with a step-by-step guide

The Microsoft SharePoint setup guide is a step-by-step guide in the Microsoft 365 admin center that provides instructions for setting up and configuring SharePoint to meet specific organizational needs. The setup guide incorporates Microsoft's best practices for SharePoint and recommendations on how to optimize SharePoint for performance, security, and user experience.

The setup guide covers a wide range of topics related to SharePoint, including:

  • Site creation and document libraries
  • Managing user permissions and search/share settings
  • Workflow setup
  • Data migration
  • App protection policies to protect company data on mobile devices
  • Data loss prevention (DLP) capabilities to protect sensitive information
  • Information rights management (IRM) to encrypt and assign usage restrictions on files
  • Microsoft 365 network connectivity test to see results related to SharePoint

You must be a Microsoft 365 global administrator to run the setup guide.

Plan for SharePoint and OneDrive in Microsoft 365

Roll out SharePoint and OneDrive