Create a new Microsoft 365 account for your business – IT Solver Support

You can create a new Microsoft 365 account for your business from the IT Solver dashboard. The dashboard shows one action at a time, and IT Solver does the technical work between your actions.

Before you start

You must be an owner or IT manager of your business in the dashboard. A Billing only user can see the setup, but cannot start it or accept agreements. See What each dashboard role can do.
You must have an authenticator app set up for your dashboard sign-in. If you do not, the Microsoft 365 page shows Set up your authenticator. See Set up an authenticator app for the dashboard.
Your domain must be in your dashboard account, with its DNS managed by IT Solver. If you do not have a domain yet, see Find and buy a domain.
Your business must not already have a Microsoft 365 account connected to the dashboard. If you already use Microsoft 365, see Move your existing Microsoft 365 to IT Solver instead.
Check your billing details. Name of general/technical contact must have a first name and a last name, General/technical contact phone must have a phone number, and Billing email must be set. The dashboard sends the Billing email address as your business email when you accept the Microsoft Customer Agreement. To change these details, go to Settings, find Billing details and select Edit. See Change your billing details and invoice recipients.
A card must be selected as your account payment method. A new Microsoft 365 account needs a card on file. If you pay by bank transfer, setup pauses at the licence step until IT Solver contacts you. See Pay an invoice and manage your card on file.

Guided setup or Managed setup

Guided setup: you do a small number of steps in the dashboard and in Microsoft 365, such as accepting the Microsoft agreement and adding MFA. IT Solver does the technical setup after each step.
Managed setup: IT Solver does the technical setup for you. You cannot select Managed setup online, and you cannot add a mailbox migration. Use Request a quote instead. To have IT Solver move existing mailboxes from Gmail or another email provider, also use Request a quote.

Start the setup

Sign in at dashboard.itsolver.net.
Select Microsoft 365 in the sidebar. You can also select Domains, select your domain, select Set up business email, then select Choose Microsoft 365.
Find Create a new Microsoft 365 account.
Select Guided setup. You cannot select Managed setup online. To get it, use Request a quote.
In Business domain, select the domain for your email.
In Microsoft 365 account name, check the name. This name becomes your .onmicrosoft.com address. Use 3 to 27 lowercase letters or numbers, with no spaces or hyphens.
In First mailbox, type the part of the email address before the @, for example accounts.
In Mailbox display name, type the name that people see when you send email.
In Microsoft 365 licence, select the licence.
In Licence quantity, type the number of licences. You can choose 1 to 300.
Read the licence price, then select the I accept the licence price shown. tick box.
Select Start Microsoft 365 setup.

You are not charged when you start. Recurring Microsoft 365 billing starts only when your Microsoft 365 account, domain and licence are ready. IT Solver orders the licence only after the first Microsoft 365 invoice is paid.

If you leave the page, go back to Microsoft 365 and select Continue setup.

Complete your setup steps

The setup page shows one action at a time. When it shows We are setting up Microsoft 365, you usually do not need to do anything. You can leave the page and come back later.

When the page shows Accept the Microsoft agreement, select Accept agreement and continue. The dashboard uses the contact name, phone and email in your billing details.
When the page shows Get your Microsoft sign-in details, select Show sign-in details. If the dashboard asks you to confirm your identity, enter your dashboard password (or sign in with Google) and your authenticator code, then select Continue.
Copy the Username and Temporary password to a safe place, such as a password manager. These details show one time only. They do not show again after you leave the page.
When the page shows Accept the Microsoft agreement again, select Open Microsoft agreement. Sign in to Microsoft with the username and temporary password. Change the password when Microsoft asks. Then read and accept the Microsoft Customer Agreement for your business.
Go back to the dashboard setup page and select I accepted the agreement. This asks IT Solver to check Microsoft's confirmation. It does not accept the agreement for you.
When the page shows Connect your Microsoft account, select Connect Microsoft account. Sign in with the new administrator account and approve the requested permissions.
When the page shows Get your email sign-in details, select Show sign-in details. Copy the username and temporary password for your first mailbox. These details also show one time only.
When the page shows Protect your Microsoft account, sign in to Microsoft 365 with the mailbox username and temporary password. Change the temporary password and add MFA, for example the Microsoft Authenticator app. See How to Set Up Microsoft Authenticator. Then select I added Microsoft MFA.
When the page shows Allow Exchange setup, do the steps in Give IT Solver the Exchange Administrator role. Then select I assigned the role.
IT Solver approves your first Microsoft 365 licence charge. Then the charge goes automatically to the card selected as your payment method. Setup continues when the payment goes through. While IT Solver approves the charge and the payment goes through, the page shows Setup is paused and IT Solver needs to check your setup before it can continue. You do not need to do anything. If your card payment fails, pay the invoice from your Billing page or update your card. See Pay an invoice and manage your card on file.
Wait until the page shows Microsoft 365 is ready. Your Microsoft 365 account and email settings are ready to use.

Give IT Solver the Exchange Administrator role

Open Microsoft Entra roles. Sign in with the new administrator account.
Select Exchange Administrator.
Select Add assignments.
Find and assign the IT Solver MSP Dashboard enterprise application.
Go back to the dashboard setup page.

If your setup page shows more steps

Some setups show a longer setup page with Your setup journey. A setup uses it when your domain does not pass the new-domain check, for example when your domain already receives email somewhere else.

The steps are the same, but the labels are different. Follow the instructions on the page. In order, the page can show these actions:

Confirm the Microsoft Customer Agreement: check First name, Last name, Email and Phone, select the tick box, then select Save agreement confirmation.
Reveal administrator credentials: shows the one-time administrator sign-in details. Copy them to a safe place.
Open Microsoft agreement: sign in and accept the agreement in Microsoft 365. Then go back and select I’ve accepted the agreement.
Continue to Microsoft admin consent: sign in with the administrator account and approve the requested permissions.
Run security check: a read-only check. It does not change your Microsoft 365 account.
Send verification code and Verify email code: the dashboard emails you a 6-digit code before it shows the mailbox password.
Check MFA registration: sign in with the mailbox details, change the temporary password and add MFA. Then select this button.
Check Exchange access: under Assign Exchange Administrator in Microsoft Entra, do the steps in Give IT Solver the Exchange Administrator role. Then select this button.
Confirm real mail flow: send a real email to the new mailbox from outside, and send one from the new mailbox to an outside address. When both arrive, select both tick boxes, then select Confirm mail flow.
Confirm handover: when your working Microsoft 365 setup is handed over to you, select the tick box, then select Complete handover.

Request a quote

Request a quote if you are not sure which setup fits, if you have a large or unusual move, or if you want Managed setup or a mailbox migration.

On the Microsoft 365 page, find the section Not sure which path fits?.
In Business domain, select your domain.
In Quote notes, tell us about mailbox migration, timing or anything unusual.
Select Request a quote. IT Solver confirms the scope and price with you.

You cannot request a separate quote while a setup is in progress. Continue that setup, or contact us. See also Ask IT Solver for a quote.

Keep passwords private

Never send a password, temporary password or verification code by email or in a support ticket. Do not put them in screenshots or notes. Do not send passwords, verification codes or administrator details to IT Solver.

Examples

You bought a new domain and want email on it

You registered a new domain through the dashboard and have no email on it yet.

To fix it: select Guided setup and do the steps in Start the setup. You can also add Microsoft 365 email when you buy the domain. See Find and buy a domain.

You use Gmail now and want your old email moved

Your staff use Gmail, and you want their old email in Microsoft 365.

To fix it: use Request a quote under Not sure which path fits? and say how many mailboxes to move. See Move your email to IT Solver: what moves and what you do.

Accept agreement and continue does not move you to the next step

You select Accept agreement and continue, but the page does not change.

To fix it: open your billing details. Make sure Name of general/technical contact has a first name and a last name, not only one name. Make sure General/technical contact phone and Billing email are set. Save the changes, then go back to the setup page and try again. See Change your billing details and invoice recipients.

The setup page shows "Setup is paused"

The page shows Setup is paused and IT Solver needs to check your setup before it can continue. This shows while IT Solver approves your first licence charge and the payment goes through. It also shows when your domain already receives email somewhere else, or when your payment method is bank transfer.

To fix it: you do not need to start again. IT Solver checks the setup. If you want it to move faster, contact us. See also Connect your domain to Microsoft 365 and switch your email.

You closed the page before you copied the temporary password

The sign-in details show one time only, so the dashboard cannot show them again.

To fix it: contact IT Solver. Do not send any password to us.

Still have a problem?

Questions? Email support@itsolver.net or phone 07 3123 6000.