Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER...

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Office 365 Mobile Device Setup ARCHER SOLUTIONS Archer Solutions Support Team WWS Help Desk [email protected] 713.667.1300 x 337 Select the device you want to set up: Android | iPhone or iPad | Windows Phone | Blackberry 10

Transcript of Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER...

Page 1: Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER SOLUTIONS Archer Solutions Support Team WWS Help Desk wws@archersolutions.com 713.667.1300

Office 365 Mobile Device Setup

ARCHER

SOLUTIONS

Archer Solutions Support Team

WWS Help Desk

[email protected]

713.667.1300 x 337

Select the device you want to set up:

Android | iPhone or iPad | Windows Phone | Blackberry 10

Page 2: Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER SOLUTIONS Archer Solutions Support Team WWS Help Desk wws@archersolutions.com 713.667.1300

Office 365 for ANDROID phone or tablet

You can use the Outlook for Android App or use the Native Android Email Client

Use the Outlook for Android app

View these steps in a video online.

By using the Outlook for Android you can access your email, calendar, contacts, and OneDrive files

from within the app rather than having to check separate apps.

NOTE You cannot access tasks from the Outlook for Android app.

1. Download the Outlook for Android app from the Google Play store if you haven’t installed it yet.

If you already have it installed, open it and then depending on your device, tap the navigation

control at the bottom of your Android, or tap More > Settings > Add Account.

2. Tap Office 365 if you have a work or school account in Office 365 for business.

Page 3: Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER SOLUTIONS Archer Solutions Support Team WWS Help Desk wws@archersolutions.com 713.667.1300

3. Enter your full email address, for example [email protected], type your password, and then

tap Sign in.

NOTE If you previously selected Exchange to set up your account you may receive a message about

security upgrades and you need to re-sign in. Follow the prompts and sign in with your full email

address and password.

Outlook for Android then starts syncing the account.

4. To view your calendar, files, or contacts from the app, tap More .

Delete an account

1. Depending on your device, tap the navigation control at the bottom of your device, or

tap More > Settings.

2. Tap the account you want to delete.

3. Select Remove Account from Device and Remote.

Page 5: Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER SOLUTIONS Archer Solutions Support Team WWS Help Desk wws@archersolutions.com 713.667.1300

2. Type your full email address, for example [email protected], type your password, and then

tap Next.

3. Select the Exchange option.

4. Depending how the Office 365 administrator in your organization set up your account, you might

receive a message about additional security features. Select OK to continue.

5. Once the device verifies the server settings, the Account Options page opens. Accept the defaults or

select the options for how you want to receive and send your mail, and then tap Next. (You may

need to scroll down to see Next.)

6. On the Set up email page you can change the name of your account. When you’re finished

tap Done.

If you synced your calendar and contacts in step 5 you can go to those apps on your phone to view

any items that might be there. If you synced tasks as well, you should see them in the calendar app

on your device. It might take a few minutes for everything to sync.

If your device can’t connect make sure you typed your email address and password correctly and try

again. If you still can’t connect try setting it up manually following the steps on the next page.

Page 6: Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER SOLUTIONS Archer Solutions Support Team WWS Help Desk wws@archersolutions.com 713.667.1300

Manual set up

1. Tap Settings > Accounts > Add account > Email.

2. Type your full email address, for example [email protected], type your password, and then

tap Next.

3. Select Manual.

4. Review the settings on the Exchange server settings page and update if necessary.

Email Make sure your full email address is in this box, for example,

[email protected].

Domain\Username Type your full email address in this box, for example,

[email protected]. If Domain and Username are separate text boxes in your

version of Android, leave the Domain box empty, and type your full email address in

the Username box.

Password Use the password that you use to access your account.

Exchange Server The server name for Office 365 for business

is outlook.office365.com.

Make sure the Use secure connections (SSL) box is checked.

Page 7: Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER SOLUTIONS Archer Solutions Support Team WWS Help Desk wws@archersolutions.com 713.667.1300

5. Tap Done.

6. Depending how the Office 365 administrator in your organization set up your account, you might

receive a message about additional security features. Select OK or Activate to continue.

Page 8: Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER SOLUTIONS Archer Solutions Support Team WWS Help Desk wws@archersolutions.com 713.667.1300

7. Accept the defaults or make changes for how you want your account to sync on your device. When

you’re finished, swipe to the bottom and tap Next.

8. On the Set up email page you can change the name of your account. When you’re finished

tap Done.

If you synced your calendar and contacts in step 7 you can go to those apps on your phone to view

any items that might be there. If you synced tasks as well, you should see them in the calendar app

on your device. It might take a few minutes for everything to sync.

Page 9: Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER SOLUTIONS Archer Solutions Support Team WWS Help Desk wws@archersolutions.com 713.667.1300

Office 365 for APPLE (iOS) device – iPhone or iPad

You can use the Outlook for iOS App or use the Native iOS Email Client

Use Outlook for iOS

Outlook for iOS requires iOS 8.0 or higher. If the app is incompatible with your device, try adding

your mail account using the built-in mail app that comes with your device.

View these steps in a video online.

1. Download the Outlook for iOS app from the Apple Store if you haven’t installed it yet.

If you already have it installed, open it, then tap Settings > Add Account.

2. Tap Office 365 if you have an account in Office 365 for business.

Page 10: Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER SOLUTIONS Archer Solutions Support Team WWS Help Desk wws@archersolutions.com 713.667.1300

3. Type your full email address, for example [email protected], type your password, and then

tap Sign in.

TIP If you get a time-out message, your password or other information might be incorrect. Retype

the information, and then try again.

NOTE If you previously selected Exchange to set up your account you may receive a message about

security upgrades and you’ll need to re-sign in. Follow the prompts and sign in with your full email

address and password.

4. Select Yes to let the app access your info. Outlook for iOS begins syncing.

Page 11: Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER SOLUTIONS Archer Solutions Support Team WWS Help Desk wws@archersolutions.com 713.667.1300

5. Tap one of the icons to view your calendar, files, or contacts in the app.

Delete an account

1. Tap Settings.

2. Tap the account you want to delete.

3. Select Remove Account, and then select From Device or From Device & Remote Data.

Page 13: Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER SOLUTIONS Archer Solutions Support Team WWS Help Desk wws@archersolutions.com 713.667.1300

3. Enter your full email address, for example [email protected], and your password, and then

tap Next.

4. By default, Mail, Contacts, and Calendar information are synchronized. Tap Save.

5. If you’re prompted to create a passcode, tap Continue and type a numeric passcode. If you’re

prompted and don’t set up a passcode, you can’t view this account on your device. You can also set

up a passcode later in your settings.

Page 14: Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER SOLUTIONS Archer Solutions Support Team WWS Help Desk wws@archersolutions.com 713.667.1300

Office 365 for WINDOWS 10 or WINDOWS PHONE device

You can use Windows 10 Devices or use the Legacy Windows Phone Devices

Windows 10 Phone

View these steps in a video online.

1. Open Mail or Calendar and on the Welcome page choose Get started.

2. On the Accounts page, choose Add account.

Page 15: Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER SOLUTIONS Archer Solutions Support Team WWS Help Desk wws@archersolutions.com 713.667.1300

3. Choose Exchange, and then enter the email address and password for that account.

4. Choose Sign in > Done. Your data will start syncing as soon as your account is set up.

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For Windows Phones prior to Windows 10

1. In the App list, tap Settings, and then tap Email + accounts.

2. Do one of the following:

If you have Windows Phone 8 or 8.1, tap Add an account > Exchange.

If you have Windows Phone 7 or 7.5, tap Add an account > Outlook.

3. Enter your full email address, for example [email protected], and your password, and then

tap Sign in. If the phone finds your account settings, your email, calendar, and contacts will be

synched to your phone.

Page 16: Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER SOLUTIONS Archer Solutions Support Team WWS Help Desk wws@archersolutions.com 713.667.1300

Office 365 for BLACKBERRY Device

Set up Exchange ActiveSync email on a BlackBerry 10 device

If you're using BlackBerry 10, set up your account using Exchange ActiveSync. Exchange ActiveSync

lets you synchronize email, calendar, contacts, tasks, and memos with your account. In most cases,

your device will set up your account in just a few simple steps.

1. On the BlackBerry 10 home screen, select Settings.

2. On the System Settings page, select Accounts. If you haven't yet created any accounts, select Add

Account.

3. On the Add Account page, select Email, Calendar, and Contacts.

4. Enter your full email address, for example [email protected], and select Next.

5. Type your password and select Next. The Looking up connection information message displays.

Your device tries to set up your email account automatically.

If it finds your connection information, specify the information you want to synchronize with your

account, and select Done. You will see your account listed on the Accounts list. Go to the BlackBerry

Hub to access your email account.

If it can't set find your connection information, you'll see a message recommending that you use

advanced setup steps. If this is the case, see the next procedure.

Use the following steps to use advanced settings to set up your Exchange ActiveSync connection to

your account.

1. On the BlackBerry 10 home screen, select Settings.

2. On the System Settings page, select Accounts. If you haven't yet created any accounts, select Add

Account.

3. To get to advanced setup, on the Add Account page, select Email, Calendar, and Contacts. Then,

select the menu icon beneath the Email Address box to access advanced setup options.

4. On the Advanced Setup page, select Microsoft Exchange ActiveSync.

5. Enter the settings for your account as follows. If you had just tried the previous procedure, some of

these settings may already be entered for you.

In Description, give your account a name.

If you are using Office 365, leave the Domain field blank. If you are not using Office

365 and your admin gave you a domain setting, enter that in the Domain box.

In Email Address, Enter your full email address, for example [email protected]

In Username, type your full email address.

Page 17: Office 365 Mobile Device Setup - Archer Solutions, Inc.Office 365 Mobile Device Setup ARCHER SOLUTIONS Archer Solutions Support Team WWS Help Desk wws@archersolutions.com 713.667.1300

In Password, type your password.

In Server address, if you are using Office 365, type outlook.office365.com.

Select Next. The Checking for supported services and policy

information message displays.

6. On the next page, specify the information you want to sync, and then select Done. The Saving and

verifying your settings message displays.

If your account was set up, you will see your account listed on the Accounts list. Go to the BlackBerry

Hub to access your email account.

If you have any questions, or require special assistance, please contact us at:

ARCHER

SOLUTIONS

Archer Solutions Support Team

WWS Help Desk

[email protected]

713.667.1300 x 337