Work Smart

Extend your productivity (and have fun!) with Windows Phone 8 Customization note: This document contains guidance and/or step-by-step installation instructions that can be reused, customized, or deleted entirely if they do not apply to your organization’s environment or installation scenarios. The text marked by yellow highlight indicates either customization guidance or organization-specific variables. All of the highlighted text in this document should either be deleted or replaced prior to distribution. Windows Phone 8 provides new features that bring you closer to the people, places, and things you care about. Simple refinements make your phone a delight to use every day and new safeguards help keep your data secure.

Topics in this guide include: What’s new and cool in Windows Phone 8?

Customize your new Start screen

Sync your phone with Exchange

Connect to a Wi-Fi network

Work with documents on SharePoint

Access documents on SkyDrive

Use Lync on the go

Back up your stuff

Travel with your Windows Phone

Update your phone software

Reset your phone

For more information

2 | Extend your productivity (and have fun!) with Windows Phone 8

What’s new and cool in Windows Phone 8? The first and most obvious change in Windows Phone 8 is the beautiful new Start screen:

In addition to sizzling new colors, Windows Phone 8 introduces a third tile size so you can see more on your screen. Pick a size for each Live tile to see as much or as little info as you want. The App list is still just a flick to the left from Start. Windows Phone 8 also delights with the following new features: 

Update your phone over the air. You’re notified when an update is available. You don’t have to mess with cables or connect your phone to your PC to install the update. Just download and install it wirelessly.



Back up your apps, settings, photos, and text messages in the cloud. With Windows Phone 8, you can back up just about everything to the cloud. This makes it easy to upgrade to a new Windows Phone or to restore your stuff if your phone is lost or stolen.



Work with documents more easily with the improved Office Hub. The Office Hub has been redesigned for simpler, cleaner navigation. Email attachments now show up there automatically. The Office apps are improved too. Word has a full-screen reading mode, and when you reopen a doc, it picks up where you left off. Excel has better chart support, smoother navigation, and better cell selection. PowerPoint has new thumbnail and notes views.



Take notes with the standalone OneNote Mobile app. OneNote is a standalone app now that you can pin to Start to get to your notes in one tap. Take a note with just your voice, search the contents of notes, and get around your notebooks more easily.



Add storage. Running low on storage space? Add space for music, apps, and more or share media files if your phone has a microSD slot.

3 | Extend your productivity (and have fun!) with Windows Phone 8



Show detailed status on your Lock screen. Show detailed status, such as the sender and first line of that text or email you just got. Or check the name or phone number of the person who just tried to call you.



Access new services with your Microsoft account. Your Microsoft account replaces your Windows Live ID for access to various Microsoft services. For example, you can use your Microsoft account to use the new backup and restore service and to sync documents with SkyDrive Pro.



Share documents, pictures, and music using Bluetooth. Want to share a photo or other file with a friend who has a smartphone, laptop, or tablet? Use Bluetooth sharing. Or tap your phone against another Windows 8 Phone to share through near field communication (NFC).



Speed up your typing with the new Word Flow Keyboard. Your phone can learn your writing style and predict your sentences.



Search on a page with Internet Explorer 10 for Windows Phone. Internet Explorer 10 provides a better browsing experience and protects against iffy websites.



Let your kids go to town in the Kids corner. Your kids can play with your games, apps, music, and videos but can’t get to your important stuff like your address book, email, and so on, so they won’t be sending email to your boss!



Access your credit card information, loyalty cards, and more with Wallet. A lot of things you would normally store in your pocket can now be stored digitally in your Wallet on your phone.

This is just a partial list of new features introduced in Windows Phone 8. For more in-depth information, go to http://windowsphone.com.

Customize your new Start screen Windows Phone 8 introduces a third tile size so you can see more on your Start screen.

Pin a tile to the Start screen To pin most things to Start, tap and hold the item until the menu appears, (or tap More start. For others, you can just tap Pin

), and then tap Pin to

in the menu bar. After you pin the tiles, you can move and resize them.

Move a tile 1. Tap and hold the tile you want to move until it pops into the foreground. 2. Move the tile where you want it to go. 3. When you are done moving tiles, press the Start

button.

NOTE: If you move a tile to a spot that already has a tile, the original will be moved out of the way. If there is no empty space nearby, the other tiles will move out of the way to make room for the tile. You can keep rearranging until all your tiles are where you want them.

4 | Extend your productivity (and have fun!) with Windows Phone 8

Resize a tile 1. Tap and hold the tile. 2. Tap the Resize arrow until the tile changes to the size you want. 3. When you’re done, press the Start

button.

Unpin a tile from the Start screen 1. Tap and hold the tile you want to remove. 2. Tap Unpin

.

Sync your phone with Exchange You can set up your Windows Phone to synchronize with Outlook (Exchange) to get real-time access to your corporate email, calendar, and contacts when connected to the Internet or a wireless (Wi-Fi) network. This section shows you how to sync using the standard corporate setup and also how to sync to Office 365 (Exchange Online).

Sync your phone (standard corporate setup) 1. On the Start screen, tap the arrow at the bottom to go to Settings, and then tap email + accounts. 2. Tap add an account, and then tap Outlook. 3. Type your email address and password, and then tap Sign in. If the phone finds your account settings, your email, calendar, and contacts will be synced to your phone. 4. Type in your corporate password, and then wait while your device discovers the server and notifies you that your account has been added. NOTE: For Lync Mobile users, if this is a new Windows Phone, you will be prompted to download the Lync app from the Windows Phone Store. Tap Done. When the Lync app appears, tap Install. You will be prompted to create a Microsoft Account (Windows Live ID) if you haven't already done so. 5. When prompted, tap Set to begin the device password process. Choose a 4-digit numerical PIN, and then type it in the Password field. Then confirm it by typing it again. Tap Done. Your device should sync. NOTES:  If you previously set up a 4-digit PIN from an earlier Exchange partnership, you will not be prompted to create a new one. 

Your old PIN will remain the same. Only a hard reset will clear the device of the original PIN.

5 | Extend your productivity (and have fun!) with Windows Phone 8

Sync to Office 365 The best practice is to delete your old Outlook profile, and then recreate it. To delete your old Outlook profile: 1. Go to Settings, and then tap email + accounts. 2. Tap and hold Outlook. 3. Tap Delete. 4. To create a new Outlook profile, follow the steps listed above for a standard corporate Exchange setup.

Troubleshooting Most Exchange-related issues can be resolved by deleting and recreating the Outlook profile as described above. If you still can’t sync after deleting and recreating the profile, the issue is probably network or server-related. 

If your account is not found using this method, visit http://www.windowsphone.com/en-US/how-to/wp8/people/set-up-or-delete-anemail-account and follow the instructions to manually enter your Exchange Server information.



Email Address: [email protected].



Username: [email protected].



Domain:



SSL: Turn the check box on.



Server Names: >

NOTES:  Windows Phone 7.x will wipe the device after 5 incorrect PIN attempts. There is no "A1B2C3" safety feature. 

Windows Phone 8 will prompt you to enter "A1B2C3" after 4 incorrect PIN attempts. On the fifth incorrect attempt, the phone will be wiped.



The phone turns Wi-Fi off when the screen is off. This prevents push notifications.

Connect to a Wi-Fi network Wireless (Wi-Fi) functionality is built into the Windows Phone platform to connect to wireless networks. This can be very beneficial for locations where mobile operator 3G/4G service coverage is not present. IMPORTANT NOTE: Windows Phones connecting to the corporate access point network, , can only connect to Internet sites. You can also sync with Exchange using this connection. Internet Protocol Security (IPsec) prevents smartphones from utilizing internal resources (e.g. intranet sites).

6 | Extend your productivity (and have fun!) with Windows Phone 8

Connect to Connecting to , as described in this procedure, is not formally supported by the Global Helpdesk at this time. 1. On the Start Screen, tap the arrow on the right side or bottom. 2. Tap Settings in the App list. 3. Tap Wi-Fi, and then make sure Wi-Fi networking is turned On. Available Wi-Fi networks should appear. 4. Tap and hold . 5. Type your corporate credentials (alias and password), and then tap Done. NOTE You may need to include the domain (i.e. domain\alias) if credentials are rejected. 6. When you're asked whether you want to continue connecting, tap Yes. should show that it's connected.

Ensure that routes correctly to the Internet 1. Tap and hold , and then tap Edit. 2. Slide the proxy slider bar to turn on the proxy. 3. Type the full FQDN address of your regional proxy array in the Server/URL field. For a list of regional proxy array addresses, go to: 4. Type 80 for the port value. 5. Tap the check mark icon. 6. To test the connection, see if you can browse to an Internet site. NOTES:  Push notifications do not work when the Proxy is set. 

You can conserve battery life by turning off the phone’s 3G/4G data connection when using Wi-Fi. Turning off 3G/4G is not a requirement for Wi-Fi connectivity.



The phone turns Wi-Fi off when the screen is off. This prevents push notifications.

Work with documents on SharePoint As team SharePoint® sites gradually being migrated to SharePoint Online (Office 365), you will be able to access and edit Microsoft Office documents on these sites. You can access most documents located on a SharePoint Online site using a cellular data or Wi-Fi connection.

Open a SharePoint site for the first time on your phone 1. In the App list, tap Office

to go to the Office hub.

2. Flick to Places, and then tap New

.

3. Type the address for a SharePoint site, document library, or folder, and then tap Go on the keyboard.

7 | Extend your productivity (and have fun!) with Windows Phone 8

4. If you are prompted to sign in, do one of the following: 

If the Microsoft Office 365 sign-in page appears, type your credentials and password, and then tap Sign in.



If the Site screen is displayed, type your user name in the User name box, type your password in the Password box, and then type the domain for your account in the Domain box (e.g. domain\alias). Then tap Done.

NOTE: To add and open another SharePoint site later, in Places, tap New SharePoint site screen, type the SharePoint site address and then tap Go

. On the Add on the keyboard.

Browse a SharePoint site 1. In the Office Hub, flick to Places. 2. Tap the SharePoint site, document library, or folder that you want to browse. 3. To go up one level in the SharePoint site, tap Up

.

4. To open the SharePoint site in your phone’s web browser, tap More Open in browser. 5. To add a folder that you use a lot to Places, tap More

, and then tap

, and then tap Add to places.

TIP: If there is a document library on SharePoint that you use a lot, pin it to the Start screen. To do this, tap and hold the document library, and then tap Pin to start.

Search the SharePoint site for a document 1. In Places, tap the SharePoint site, document library, or folder that you want to search. 2. To search for a document in the current view, tap Search . In the Search box, start typing the document name, and then tap the document when you see it. 3. If no matches are found in the current view, tap Search for documents on [serverName] to search for the document on the SharePoint site. 4. Tap the document to open it on your phone.

Edit an Office document on a SharePoint site 1. In Places, tap the SharePoint site, document library, or folder that has the document you want to edit. 2. Tap the document (Word, Excel, or PowerPoint) to open it. A copy is downloaded to your phone. NOTE: You can tap an OneNote notebook to open it and make changes in OneNote Mobile. 3. Make and save your changes as you normally would. The changes you make will be saved on the SharePoint site. If the document is in a shared location on the site, others can open the document and see your changes.

8 | Extend your productivity (and have fun!) with Windows Phone 8

Resolve a conflict A conflict can occur if you are editing a document from your phone, and then you try to save your changes after someone else has also made changes to the same document. When this happens, you will need to resolve the conflict before you can save the document to the SharePoint site. 1. If the Can’t upload message box is still displayed, tap OK. 2. In the Office Hub, tap and hold the document that has the upload error underneath it, and then tap View status. 3. Tap Resolve on the Upload status screen. 4. On the Conflict resolution screen, do one of the following: 

To update the document on your phone with the latest copy from the SharePoint site, tap Replace item on phone, and then tap Refresh copy. WARNING: The changes you make to the document on your phone will be lost.



To save the copy of the document on your phone to the SharePoint site, tap Replace item on server, and then tap Refresh copy. Your copy will be saved to the SharePoint site and will overwrite the current version.



To keep both versions of the document, rename your copy of the document on your phone. Tap Save as, type a file name in the File name box, tap the Save to box, tap the place you want to save it to, and then tap Save. Your version will be saved where you specified, and the other edited version will be on the server.

Access documents on SkyDrive and SkyDrive Pro With SkyDrive and SkyDrive Pro, you can get to your documents from anywhere. Start working on a document on your computer, and then continue on your phone. Or you can do it the other way around. Customization note: The caution note below should be updated based on policies specific to your organization. CAUTION: It is against corporate policy for employees to use the consumer version of SkyDrive to store corporate documents. Make sure to use SkyDrive Pro for business documents. Also, do not store High Business Impact (HBI) on SkyDrive Pro.

Set up for SkyDrive Pro on your Windows Phone Before you can use your Windows Phone to access SkyDrive Pro, you need to: 

Migrate your documents to SkyDrive Pro if you haven’t already done so.



Sync your phone with Exchange. For more information, see “Sync your phone with Exchange” earlier in this guide.

If you have already migrated your documents and if your email account has been migrated to Office 365 (Exchange Online), you don’t have to do anything more to set up SkyDrive Pro on your phone. To determine whether your email has been migrated to Exchange Online, go to .

9 | Extend your productivity (and have fun!) with Windows Phone 8

If your account has not been migrated to Exchange Online, you can use the following procedure to configure the Office Hub on your phone so that a link to your SkyDrive Pro account appears in Places. This makes it easier to open the SkyDrive Pro page from your phone.

Add a SkyDrive Pro link to ‘Places’ in the Office Hub 1. On your PC, go to , and then log in. 2. Copy the SkyDrive Pro URL (https://companymy.sharepoint.com/personal/YOURALIAS_company_com/Documents/Forms/All.aspx), and then email it to yourself. 3. On your phone, open Outlook, and then copy the URL you emailed to yourself. To do this, press and hold the URL, and then tap copy link. 4. Go to the Office Hub, flick to Places, and then tap New

.

5. Tap the URL field, and then delete https://. 6. Tap Paste to paste the URL into the field, and then tap Go on the keyboard. If prompted, add your email address (e.g. [email protected]). It should open to your Documents folder in SkyDrive Pro. 7. A link to your SkyDrive Pro account is added to Places in the Office Hub. Just tap the link to access files in your SkyDrive Pro account. TIP: For easy access, you can also pin the SkyDrive Pro page to the Start screen. To do this, press and hold the link, and then tap pin to start.

Open a document on SkyDrive or SkyDrive Pro 1. In the App list, tap Office

to go to the Office Hub.

2. To open a document, do either of the following: 

Flick to Places, and then tap SkyDrive to use the consumer service or tap the SkyDrive Pro link to use SkyDrive Pro.



Flick to Recent, and then tap a document that you’ve recently opened on your computer or another device (including your phone).

3. If you don’t see the file you’re looking for, tap Search name.

, and then start typing the file

4. To search for a particular OneNote note, flick to Places, tap SkyDrive or the SkyDrive Pro link, and then tap a notebook to open it in OneNote Mobile. In OneNote, tap Search , and then type a notebook name, section name, page title, or a word or two that might appear in a note. Tap Enter , and then tap a notebook, section, or page to open it. NOTES:  You can access both your own Office files and those that other people have shared with you. 

When you save changes, the changes are saved to SkyDrive or SkyDrive Pro.



OneNote notebooks larger than 50MB cannot be synced to SkyDrive or SkyDrive Pro.

10 | Extend your productivity (and have fun!) with Windows Phone 8

Save an existing document to SkyDrive or SkyDrive Pro If you have an existing document stored on your phone, you can save it to SkyDrive or SkyDrive Pro. Customization note: The caution note below should be updated based on policies specific to your organization. CAUTION: It is against corporate policy for employees to use the consumer version of SkyDrive to store corporate documents. Make sure to use SkyDrive Pro for business documents. Also, do not store High Business Impact (HBI) on SkyDrive Pro. 1. In the Office Hub, flick to Places, and then open the document. 2. Tap More , tap Save to, and then tap SkyDrive or the link to SkyDrive Pro.

Save a new document to SkyDrive or SkyDrive Pro 1. In the Office Hub, flick to Recent, tap New

, and then tap Word or Excel.

2. Add the content you want in Word or Excel, tap More

, and then tap Save.

3. Type a name in the File name box, tap the Save to list, tap SkyDrive or the link to SkyDrive Pro, and then tap Save.

Use Lync on the go Stay in touch with your co-workers when you are away from your desk by using Lync Mobile. You can send an instant message (IM), set your availability status, see other people’s status, make a phone call, or join the audio portion of a meeting.

Sign in to Lync on your phone 1. Download and install the Lync app from the Windows Phone Store. 2. In the App list, tap Lync 2010

.

3. In the Sign-in address box, type your full work email address in the form [email protected], type your password, and then tap Sign in . 4. Tap Next , enter your mobile phone number on the Set up work calls screen, tap Next , and then tap Next again. 5. To see notifications when people are trying to get in touch with you on Lync, on the Turn on Lync push notifications? screen, tap Turn on .

Set your status 1. In the Lync app, flick to my info, and then tap your current availability status. 2. Under Set your status, tap a status. 3. To add a short personal note, tap What’s happening today?, type a short note, and then tap Done .

11 | Extend your productivity (and have fun!) with Windows Phone 8

Start an instant message (IM) conversation 1. In the Lync app, flick to contacts, tap the contact’s name, and then tap send IM. 2. Type your message, and then tap Send

.

3. To invite someone to join the conversation, tap More , tap Invite, and then tap another contact. Or type a person’s name to search in the company address book (GAL). NOTE: To view a conversation you have had on your phone, flick to Conversations, and then tap the conversation you want to view. To delete it, tap More , and then tap Delete conversation.

Call someone 1. Flick to Contacts, tap the contact’s name, and then tap Call work. 2. To call someone by dialing a phone number instead, flick to Contacts, tap Keypad enter a phone number, and then tap Call

,

.

Back up your stuff One of the toughest things about replacing a lost phone or upgrading is getting your accounts and settings just the way you want them on your new phone. Windows Phone makes it easy to back up of all sorts of things to make the transition easier, including: 

The list of apps installed on your phone



Your call history



Your theme color



The accounts you have set up on your phone



Your Internet Explorer favorites



Settings for photos, messaging, email and other accounts, location, Internet Explorer®, lock screen, speech, and more.

NOTES:  Backup doesn’t save apps or app data, but you can easily reinstall apps by tapping them in the App list. 

Start will reset to its default set of pinned tiles when you restore.

Turn settings backup on or off 1. In the App list, tap Settings

, and then tap Backup.

2. Tap App list + settings, and then turn Backup on or off.

12 | Extend your productivity (and have fun!) with Windows Phone 8

Back up text messages You can automatically save your SMS/MMS messages to the cloud. Then when you get a new Windows Phone, you can restore them to your new phone. When you delete your messages from your phone, they will be deleted from the cloud as well. To turn text message backup on or off: 1. In the App list, tap Settings

, and then tap Backup.

2. Tap Text messages, and then turn Text message backup on or off. NOTE: Turning off Text message backup will not delete previously saved messages. To delete messages from the cloud, turn on Text message backup, and then delete the messages from your phone.

Back up photos and videos You can automatically upload your photos and videos to SkyDrive and then access them later from any computer or device that connects to the web. To turn auto upload on or off for photos and videos: 1. In the App list, tap Settings

, and then tap Backup.

2. Tap Photos + videos, and then do one of the following: 

Tap Don’t upload if you do not want to automatically upload your photos or videos.



Tap Good quality to automatically upload photos or videos at a resolution that uses less data and SkyDrive storage space.



Tap Best quality to automatically upload photos or videos at the highest possible resolution.

NOTE: You will need a Wi-Fi connection to automatically upload videos and best-quality photos.

Restore a backup to my phone If you lose your phone or decide to upgrade it, you can restore your apps, text messages, accounts, and many settings from your old phone when you set up a new phone. All you need is a Microsoft account and a backup from your old phone. To restore a backup: 1. When you first set up your phone, sign in using the same Microsoft account you used when you created your backup. 2. When prompted to restore your phone, tap the backup you want to use, tap Next, and then tap Next again. 3. Wait for the backup to download, and then tap Next. 4. Do one of the following: 

Enter passwords for your restored accounts, and then tap Next.



Tap Skip if you want to enter your passwords later.

5. Tap Done.

13 | Extend your productivity (and have fun!) with Windows Phone 8

NOTES:  Previously saved app data won't be restored. 

The Start screen will return to its factory default layout when you restore a backup.



You'll need to set up Wi-Fi connections again after you restore.

Travel with your Windows Phone Whenever you do anything on your phone that requires a network connection, your phone automatically connects to a cellular data network to transmit information. If you’re connected to a Wi-Fi network, the Wi-Fi network connection is used instead.

What is data roaming? Data roaming occurs when your phone uses a cellular network that your mobile operator doesn’t own to send and receive data. Your mobile operator might charge you extra for data roaming. By default, your phone is set to the Don’t roam option, but you can change this roaming setting at any time.

Turn cellular data on or off 1. In the App list, tap Settings

, and then tap Cellular.

2. Tap Data connection to turn cellular data on or off.

Change your data roaming setting 1. In the App list, tap Settings

, and then tap Cellular.

2. Tap Data roaming options, and then choose one of the following: 

Don’t roam. When you’re in a roaming area, your cellular data connection will be turned off.



Roam. When you’re in a roaming area, your phone will continue to use its cellular data connection.

3. If available, use a Wi-Fi connection instead of a cellular data connection to minimize cellular data usage when you’re in a roaming area.

Make an international call 1. Press Start

, tap

, and then tap Keypad

.

2. Tap and hold 0 on the keypad until the + sign appears. The plus (+) sign shows that you are making an international call (instead of entering the country exit code for the country you are in). 3. Enter the following on the keypad: 

Country or region code



Area code (without the 0 at the beginning)



Phone number

14 | Extend your productivity (and have fun!) with Windows Phone 8

4. Tap Call.

Airplane mode Airlines often require that you turn off connectivity on your phone during flights. Airplane mode is a setting on your phone that lets you turn off the cellular connection, Wi-Fi, Bluetooth, and near field communication (NFC) sharing on your phone simultaneously. This way you can use apps or other features that do not require a cellular connection. While you are in Airplane mode, you can still turn on Wi-Fi, Bluetooth, and NFC sharing separately. Cellular remains off until you turn Airplane mode off. To turn Airplane mode on or off: 1. In the App list, tap Settings

, and then tap Airplane mode.

2. Turn Status to on or off.

Update your phone software over the air When you’re notified about an available software update, you can download it directly to your phone over a Wi-Fi or cellular data connection. Before downloading an update: 

Make sure your phone is well-charged, so you don’t lose power during the update.



If you are worried about cellular data charges, use Wi-Fi to download the update.



Make sure you have enough storage space on your phone for the update. To check how much space you have available, in the App list, go to Settings , and then tap Phone storage.

Download updates automatically 1. In the App list, tap Settings

, and then tap Phone update.

2. Tap the Automatically download updates if my data settings allow it check box. NOTE If you select this option, your phone will automatically be updated if a cellular connection is available. Data charges may apply.

Check for updates manually 1. In the App list, tap Settings

, and then tap Phone update.

2. Tap Check for updates. 3. Make some room on your phone for the update. If necessary, remove a few unwanted apps or other large items.

Install an update 1.

If you aren’t set up to automatically download updates, tap Download when prompted, after checking for updates or receiving an update notification.

15 | Extend your productivity (and have fun!) with Windows Phone 8

2. Do one of the following: 

To install immediately, tap Install, tap Show details, and then tap Install again. Your phone will restart, and then install the update.



To postpone the update, tap Postpone. When you’re ready to install the update, go to Settings

, and

then tap Phone update. It usually takes 5–10 minutes to install an update, but it can take longer. 3. After your phone restarts, wait for it to migrate your settings, and then tap Done to finish the update.

Reset your phone Resetting your phone (hard reset) will restore the phone to factory settings. All your personal content, including text messages and apps, will be erased. If you decide to reset your phone, you can back up apps, text messages, photos, and more to the cloud beforehand. For more information, see “Back up your stuff” earlier in this guide. WARNING: Resetting your phone will erase all content stored on your phone, including apps, text messages, call history, music, photos, and more.

Reset your phone 1. In the App list, tap Settings

.

2. Tap About, and then tap Reset your phone. 3. You will receive two warnings. If you are absolutely sure you want to restore your phone to its factory settings, tap Yes, and then tap Yes again. It might take a little while for the process to be completed.

For more information Windows Phone 8 on Microsoft.com http://windowsphone.com

This guide is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. © 2013 Microsoft Corporation. All rights reserved.