How to use Microsoft 365 Apps via Outlook

Modified on Fri, 23 May at 3:41 PM


1. Log in to Outlook

  1. Web: Visit outlook.com and log in with your Microsoft 365 credentials.


2. Explore the Office 365 App Launcher

  1. Locate the app launcher icon (a grid of nine dots) in the top-left corner of the web version or integrated apps in desktop/mobile versions.
  2. From the app launcher, access Microsoft 365 apps like Word, Excel, PowerPoint, OneDrive, and more.


3. Working with Word Online: Create, Upload, Edit, Delete, and Download Documents

Creating a Document

  1. Access Word Online:
    • From the app launcher, click Word to open Word Online in a new tab.
  2. Start a New Document:
    • Select "New blank document" or choose a template (e.g., resumes, letters, or reports).
  3. Name Your Document:
    • Click the default name (e.g., Document1) at the top to rename your document.
    • The file is automatically saved to OneDrive as you type.

Uploading a Document

  1. Open OneDrive:
    • From the app launcher, select OneDrive.
  2. Upload Your File:
    • Drag and drop the document from your computer into OneDrive or click Upload > Files to browse and select the file.
  3. Open in Word Online:
    • Once uploaded, click on the document to open it in Word Online.

Editing a Document

  1. Open an Uploaded or Existing Document:
    • Open files stored in OneDrive or click document links in Outlook emails.
  2. Make Changes:
    • Edit text, format fonts, or insert objects like tables, images, and hyperlinks.
  3. Save:
    • Save your changes.

Deleting a Document

  1. Go to OneDrive:
    • Access OneDrive from the app launcher.
  2. Locate the File:
    • Find the Word document you want to delete.
  3. Delete the File:
    • Right-click the document and select Delete, or click the trash icon.

Downloading a Document

  1. Save as Word File:
    • Go to File > Save As > Download a Copy to download the document in Word format (.docx).
  2. Export as PDF:
    • Select File > Save As > Download as PDF to save it as a PDF.
  3. Print Directly:
    • Use File > Print to print the document.


4. Working with Excel Online: Create, Upload, Edit, Delete, and Download Spreadsheets

Creating a Spreadsheet

  1. Access Excel Online:
    • From the app launcher, click Excel to open Excel Online.
  2. Start a New Spreadsheet:
    • Select "New blank workbook" or choose a template (e.g., budgets, schedules, or reports).
  3. Rename the Workbook:
    • Click the title (e.g., Book1) to give your spreadsheet a meaningful name.

Uploading a Spreadsheet

  1. Open OneDrive:
    • Access OneDrive from the app launcher.
  2. Upload Your File:
    • Drag and drop the Excel spreadsheet into OneDrive or click Upload > Files to browse and select it.
  3. Open in Excel Online:
    • Once uploaded, click the file to open it in Excel Online.

Editing a Spreadsheet

  1. Open an Uploaded or Existing Spreadsheet:
    • Locate the file in OneDrive and click it to open in Excel Online.
  2. Modify Data:
    • Enter data into cells, create formulas, or format the spreadsheet.
    • Add visual elements like charts or pivot tables to analyze data.
  3. Save:
    • Save your changes.

Deleting a Spreadsheet

  1. Access OneDrive:
    • Locate the file you want to delete in OneDrive.
  2. Delete the File:
    • Right-click the spreadsheet and select Delete, or use the trash icon.

Downloading a Spreadsheet

  1. Save as Excel File:
    • Go to File > Save As > Download a Copy to download the file in Excel format (.xlsx).
  2. Export as PDF:
    • Select File > Save As > Download as PDF for a PDF version.
  3. Print Directly:
    • Use File > Print to print the spreadsheet.

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