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Use Office 365 on your iPhone

Quick Start Guide

Check email

Set up your iPhone to receive your O365 email.

Access your team’s OneNote

notebook

Access your team’s OneNote

notebook right from the SharePoint

site, but for an enhanced experience

use the OneNote for iPhone app.

Check your calendar wherever you are

Always know where you have to be by syncing your calendar items.

View and edit your documents on the go

Use the Office Mobile for iPhone app to

view and edit documents from your device.

Work on your documents

Use the OneDrive for Business app

to access your documents quickly.

Join a meeting face-to-face

Use the Lync app to join a meeting and

stay connected even when you’re not in

the office.

Collaborate with your team

Access your team site and share

or edit files.

Sync your contacts

Keep your O365 contacts close at hand for easy access.

Take your conversations with you

Use the Yammer app to stay connected with your

community even when you’re not in the office.

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Use email

Once you set up your Office 365 email account on your iPhone, your email will work like

any other email account on your device. Here’s what you can do:

• To check email On the home screen, tap Mail.

• To send email Tap the edit icon in the bottom right corner. Add recipients, write

your message, and tap Send.

• To reply to an email Tap the Reply icon. When you’re done, tap Send.

Manage your calendar

Your calendar lets you create and track

appointments and meetings.

• To view items, tap the Calendar app.

• To create a new meeting or event, tap to

open the Calendar app, tap the plus sign,

and enter date, time and other details.

While still in the Add Event screen, scroll

down and tap Calendar to select your

Office 365 calendar. Tap Done to save the

event.

Manage your contacts

Add, edit, or delete contacts from your Office

365 account.

• To add a contact, from the start screen tap

Phone à Contacts.

• Tap to create a new contact and enter

details. Tap Done to save the contact.

• To edit or delete a contact, tap to view the

contact, then tap Edit in the upper right

corner. Make changes and tap Done to save.

If you’re deleting a contact, scroll to the

bottom and tap Delete Contact.

Tap the Office 365

account to see

other folders.

• To check other folders Tap Mail. If it

takes you to your Inbox, tap the name of

the account in the upper left corner. On

the Mailboxes screen in the Account

section, tap the account with the folder

you want to view.

3. When the Microsoft Office 365 login screen appears, enter your username and

password, and tap Sign In. If the site opens in a mobile view and you want the PC

view, tap Settings à Switch to PC View. To switch back to the mobile view,

tap Settings à Mobile View.

Collaborate and work on documents with

SharePoint team sites and OneDrive for Business

A SharePoint team site is where your team communicates, shares documents, and works

together on projects. OneDrive for Business is where you store individual work files that

only you can see, but can still easily share with co-workers. You can access both

SharePoint team sites and OneDrive for Business in the Safari browser on your iPhone.

Open a SharePoint team site or OneDrive for Business

1. Open the Safari browser.

2. Type the URL for your site in the address bar of the browser.

For example, the URL for a OneDrive site may look like https://abb-

my.sharepoint.com/personal/yourmailaddress. For a team site, your URL may look

something like https://abb.sharepoint.com/sites/sitename.

Note: If you’re unsure of your site’s URL, navigate to your OneDrive for Business or your

team site from your computer’s browser and note the URL in the address window or

email it to yourself so you can easily copy it.

Mobile view

Computer view

Tip! You can easily navigate between your OneDrive for Business site or any team site

you’re following by tapping OneDrive or Sites from the https://portal.office.com/Home.

Use iPhone apps to make collaborating on the

go easier

You can install various apps designed for the iPhone to make collaborating and

working on the go easier. These apps include:

• Lync 2013 for iPhone

• OneDrive for Business

• OneNote for iPhone

• Office Mobile for iPhone

Search for a contact

From the Contacts screen, tap Search

and begin typing a person’s name in

the search box. The results appear

below the box.

Join a Lync Meeting

To join a Lync meeting, go to the Meetings tab,

select the meeting you want to join, then tap Join

Meeting.

Send an instant message

When you find the person you’re looking for,

tap his or her name, and tap the IM icon. Type

your message, then tap the Send icon.

Note To send an IM while you’re in a video

call, tap the IM icon, type your message, and

then tap the Send icon.

Set your status or sign out

To change your status, on the My Info screen, tap

your status, then select your status or tap Sign

out.

Lync 2013 for iPhone

If your organization uses Lync, you can use the Microsoft Lync 2013 app for your

iPhone to stay connected on the go.

3. Tap at the top of the Share dialog.

4. Tap the Share with box, and enter the email

address of the person you want to share the

file with. Alternatively, tap and select a

name from your contact list. Repeat this

procedure for each person you want to share

the file with.

5. Set the sharing permission for the person

you’re inviting to share the file. The default

setting is Let recipient edit. You can also

change sharing permissions later.

6. Tap Add.

OneDrive for Business

When you sign into OneDrive for Business, the app takes you directly to your files and

folders so you can start viewing and working with them immediately.

Share a file

1. Tap to open the file you want to share.

2. When the file is open, tap the Share button .

If you’re already sharing the file, you will see a list of those with access to it.

Otherwise, you will see a note that says “This item isn’t shared.”

View files when you’re offline

Download OneDrive for Business files to your iOS device to make them

available for viewing when you’re offline.

1. Tap to open the file you want to download.

2. Tap the Download button .

When you tap Offline, your file will appear in the list. Note: The offline version

of the file is simply a downloaded copy. If you edit this file, updates will not

synchronize with the version in your OneDrive for Business folder.

View OneDrive for Business files

Tap any item to open it. A download

symbol appears if a file is available for

viewing offline.

There are three options for viewing your

files:

• Tap Files to show all OneDrive files.

• Tap Recent to show files you’ve

opened most recently.

• Tap Offline to show files you’ve made

available for viewing when you’re not

connected.

Change sharing permissions

1. Tap the file for which you want to change sharing permissions.

2. Once the file is open, tap the Share button .

3. Tap the name of the person whose permissions you want to change.

4. Tap the permission setting you want.

Share a notebook

To send a link to a notebook, do the following:

1. Tap Notebooks.

2. Tap on the notebook you want to share.

3. An email message with a link to the notebook

will open. Enter the recipient's email address

and send the message.

OneNote for iPhone provides easy access to notebooks in

your OneDrive for Business folder or SharePoint team site

Sync Office 365 notebooks

If you have notebooks that you use regularly on Office 365 SharePoint sites, you can sync

them with OneNote on your iPhone. Make sure the notebooks you want to open have

been recently viewed on your computer or other device. Notebooks you haven’t accessed

recently will not sync when you sign in.

Edit notebooks

1. From the main screen select Open Existing.

2. Select a notebook to edit.

3. Wait until the notebook has been downloaded to

begin editing.

Editing capabilities include creating

checklists, inserting photos and audio recordings,

and formatting text.

Search notebooks

1. On the main screen, tap the Search icon.

2. Begin typing your search terms.

You can search for:

• Section title

• Text within sections

• Lists

Work offline

Sync your notebook with OneDrive for Business first and, after that, OneNote

automatically syncs your changes as you work. If at any time you lose your internet

connection or turn it off, any pending changes will sync when you’re back online.

Share notes

You can share individual pages or entire notebooks.

Share pages via email

1. Open the page you want to send and tap .

2. Tap Email Page.

1. If you’re not already connected to your Office 365

documents and want to set up your OneDrive for

Business or SharePoint site, tap the Open icon.

2. Tap Add a Place, and sign in with your ABB email

address and password. Note, if you’re in a sub-

folder, tap the Back button and go to the

screen that says Add a Place.

3. Tap the service where your document is saved, and

then tap the document to open it.

Use the Office Mobile app to view and edit

Word, Excel and PowerPoint documents

(optimized for iPhone)

Get documents on your iPhone

The best way to work with Office 365 documents on your iPhone is to save them in

OneDrive for Business or on SharePoint team sites. You can view them later on your

iPhone, or almost any device.

Microsoft Excel application

Microsoft PowerPoint application

• Create new presentations – blank or

from templates

• Open and edit PowerPoint files

• Format background and text

• Add and edit slide notes

• Navigate through the slides

Microsoft Word application

Share documents

You can share documents by sending them as an email

attachment.

1. Open the document you want to share.

2. Tap the File button .

3. Tap Share.

4. Type your message in the New Message window

and tap Send.

•

Create new Word documents– blank

or from templates

•

Open and edit documents

•

Add, delete and display comments

•

Change the page layout and margins

•

Find and replace text

•

Format text

•

Insert tables, pictures, shapes

•

Share files via email

• Create new workbooks – blank or

from templates

• Open and edit Excel files

• Navigate sheets

• Find and replace text within

a workbook or a spreadsheet

• Sort selected data

• Insert formulas and functions

• Format cells

• Apply a filter

• Share files via email

• Set slide animations

• Apply transitions to slides

• Insert table, pictures, shapes,

text box or videos

• Share files via email

Use the Yammer app

Use the mobile app to view conversations across your various networks and

groups.

Mobile Inbox

Get work done on the go by using your inbox to read and respond to messages directed

to you.

Add a

new post

1. Open the Yammer app.

2. Scroll down to view messages.

3. Tap on a message to see the full

conversation.

4. Tap to add a new post.

5. Upload new or existing photos to

your group from your mobile device.

Mention your

colleague

Upload a

photo

Filter by Read or

Unread messages

messages

you’re a

part of

Send

private

messages

Groups

You can see all the groups you belong to on the Groups page. You can also create new

groups and search for other groups.

Search for

groups

Create

Group