Use Office 365 on your iPhone or iPad
Quick Start Guide
Check email
Set up your iPhone or iPad to send and receive mail from
your Office 365 account.
Access your team’s OneNote
notebook
Easily access any OneNote notebooks
stored on a SharePoint team site or
your OneDrive for Business site using
the OneNote app for iPhone or iPad.
Check your calendar wherever you are
Always know where you have to be by syncing your
calendar items to your iPhone or iPad.
View and edit your documents on the go
Use the Office Mobile app to view and edit
documents directly from your iPhone.
Sync your contacts
Keep your contacts on your iPhone or iPad to make it easier to share
documents, send email, or schedule meetings with colleagues.
Work on your documents
Use OneDrive for Business app to
work on or share any documents
on your OneDrive for Business
site.
Collaborate with your team
Access your team sites, and share
or edit files stored there.
Join a meeting face-to-face
Use the Lync app to join meetings, use
instant messaging, or make video calls
to colleagues and stay connected even
when you’re not in the office.
Use email
Once you set up your Office 365 email account on your iPhone or iPad, your email will
work like any other email accounts on your device. Here’s what you can do:
• To check email − On the home screen, tap Mail.
• To send email − Tap Edit . Add recipients, write your email, and tap Send.
• To reply to an email − Tap Reply . When you’re done, tap Send.
• To check other folders − Tap Folders . Select the folder you want to view.
Manage your calendar
Your calendar lets you create and track
appointments and meetings.
To view a calendar item
• Tap the Calendar app.
To create a new meeting or event
1. Tap the Calendar app, and select the time
and other details for your appointment.
2. On the Add Event screen, tap Calendar,
and select your Office 365 calendar.
When you’re finished, tap Done.
Manage your contacts
Add, edit, or delete contacts from your Office 365
account.
To add a contact
1. From the start screen tap Phone > Contacts.
2. Tap New , and type in the contact
information. When you’re finished, tap Done.
To edit or delete a contact
1. Tap the name of the contact, and tap Edit.
2. Modify the information and tap Done. If
you’re deleting the contact, swipe down, and
tap Delete Contact.
• To view all email accounts on your
device − Tap Mail. (If that takes you to
your Inbox, tap the name of the account
in the upper-left corner.) Here, you can
see all accounts on your device. You can
also view other folders in the different
accounts. In the Account section, tap the
account with the folder you want to view.
Tap the Office 365
account to see the
account’s other folders.
1. If you’re not already connected to your Office
365 documents and want to connect to
OneDrive for Business or SharePoint, tap the
Open folder.
2. On the Places screen, tap Add a Place, and sign
in with your Office 365 user name 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
Get documents on your iPhone
The best way to get your Office 365 documents onto your iPhone is to save them
online, in places like OneDrive for Business or SharePoint team sites. You can view them
later from your iPhone.
Share documents
You can share documents by sending them as
an email attachment.
1. Open the document you want to share.
2. Tap File
3. Tap Share.
4. Type your message, and tap Send.
What you can do in Word
Open these file types - .doc, .docx, .dot,
.dotx, .dotm, .docm
Share files through email
Edit these file types - .docx, .dotx Find text
Add, delete, and display comments Format text
What you can do in Excel
Open these file types - .xls, .xlsx, .xlt, .xltx,
.xlsm, .xltm
Find text within a workbook
Edit these file types - .xlsx, .xltx Sort selected data
Navigate through sheets in the Outline
View
Format cells
Apply a filter Clear cells
See the sum, average, etc. of a range with
AutoSum
Undo/Redo
Add, delete, and display comments Share files through email
What you can do in PowerPoint
Open these file types - .ppt, .pptx, .pps,
.ppsx, .pptm, .ppsm
Navigate through the slides in the
thumbnail view
Edit these file types - .pptx, .pptm
Share the presentation via email
Add and edit slide notes
Work offline
You can continue to work on your Office document when you’re offline. When you’re
ready to save your changes back to the server, be sure you’re connected to the Internet,
then tap File > Save.
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