Connecting a Windows Phone to Exchange


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Microsoft’s Windows Phone is modernized with a completely new user interface that may not be familiar to those of you that have resisted the iPhone and Android. The Windows Phone interface follows a familiar pattern once you get to know it.

How to setup your phone if you have AutoDiscover:

If your Exchange server is configured with autodiscover, then you can use the basic form to connect your phone to Exchange. (if your server is not configured for autodiscover and you would like to, please see our post http://www.thirdtier.net/2009/02/setting-up-an-external-autodiscover-record-for-sbs-2008/  Autodiscover is a wonderful feature for Exchange and works for outlook anywhere too.) This form only requires your username and password. Windows Phone will then attempt to locate your account information and will begin synchronization with default settings. This is a quick and easy setup. Later you should customize your sync options using the steps outlined below for manual configuration of your Windows Phone.

How to setup your phone manually:

  1. From the Home Screen press the arrow at the top right corner to expose the list of applications installed on your phone and select Settings.
  2. In the Settings menu select email & accounts
  3. In the email & account menu select add an account and choose Outlook as the type
  4. In the Outlook Settings menu fill out the form presented.
    1. Account name is for your information only. Type the name you would like to assign to this account. The default is Outlook
    2. Download new content. Select the frequency with which you would like the phone to sync with your server.
    3. Download email from. Select the range of old email that you would like to have on your phone. Options are selectable for 3 days to forever
    4. Check the boxes to chose what type of data you would like to sync
    5. User name. Enter the username you log into your server as
    6. Password. Enter the password you log into your server as
    7. Server. Enter the public name of your server
    8. Check the box if your server requires SSL
    9. Press the check mark at the bottom of the screen when you are ready to save your settings

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