Add an Exchange account on Windows Phone 7

Windows Phone 7 devices are beginning to make their way into the enterprise. If you need to add an Exchange 2007 or 2010 account to your WP7 device, follow the steps in this tutorial.

I like the way that Windows Phone 7 handles email -- it's easy to read and easy to manage. I've also learned that it's fairly simple to add a Microsoft Exchange account to your Windows Phone 7 device, as long as you have the necessary information at your fingertips.

Before you can follow this list of steps to add your Exchange 2007 or Exchange 2010 account to your phone, you need to have this information on hand:

  • Your user name.
  • Your password.
  • Your domain name.
  • The name of the server running Outlook Web App for your organization.

Windows Phone 7 and screen shots

One of my big frustrations with Windows Phone 7 is that there is no way to take screen shots on the device; in fact, Microsoft has indicated this is currently not a priority. From an enterprise-support perspective, this could make the device a non-starter because it is impossible to create adequate documentation if you cannot take photos of the device. The emulator that Microsoft provides is basic, to say the least. I even tried an unsupported, unlocked emulator to no avail -- that emulator doesn't include the ability to add an email account.

For this tutorial, I took photos of the steps outlined using my iPhone's camera, and the results are unfortunately not spectacular.

Add your Exchange account to your WP7 phone

1. From the home screen, browse to the App list.

2. Choose Settings.

3. From the Settings page, select the Email & Accounts option (Figure A). Figure A

Choose Email & Accounts from this screen
4. Choose the Add An Account option (Figure B). Figure B

Add a new account
5. From list of available email account types, add an Outlook account (Figure C). Figure C

Add an Outlook account

6. In the Email address box, type your Exchange-hosted email address.

7. In the Password box, type your password.

8. Tap the Sign In button (Figure D). Figure D

Provide account details
The settings for your Exchange server may or may not be found -- it depends on whether the phone is able to find Autodiscover information. If Autodiscover information is found, the process is complete, and your information will be synchronized. If Autodiscover information is not found or is incomplete, you need to provide more information (Figure E). If you've entered something incorrectly, you can change it on the next screen as well. Figure E

Provide additional settings as requested
In Figures F and G, you will see the information that is accessible when you're able to access the advanced account settings. It's really all one page, but since it doesn't fit on a single page, I'm showing it as two images. If the second attempt to verify your settings fails, you can access this screen by clicking a button called Advanced. On this page, notice that you can manually enter the name of the server you want to access. In this field, you need to enter the address for the Outlook Web App server. Figure F

Page one of the Advanced settings
Figure G

Page two of the Advanced settings

More Windows Phone 7 resources on TechRepublic