Smartphone 101 – Prerequisite 2: Setting up a Sync Relationship with Windows Phone

Now that you have your email account created and your address book populated, let’s get the data on your smartphone.

OK… we took quite a bit of time the other day getting our email account setup on our service of choice. Any of the ones that I gave you instructions for – Google Apps/Gmail,, iCloud – are decent choices and should serve you well. While you’re going to want to make certain you give yourself the best opportunity for glitch free synchronization (meaning it’s not always wise to mix and match devices and services, or more aptly put, I’d recommend using the service that is natively paired with your device – Gmail+Android, Windows, or iCloud+iPhone), it is possible to mix and match if you absolutely HAVE to. If you must put a Google account on your iPhone, don’t be surprised if your experience isn’t as optimized as it would be if you had either Google services synching to an Android phone or Apple services synching to an iPhone. It works, but there may be a couple of glitches here and there…

So, how do you get the information from your email account over to your smartphone? It’s quite simple, really. You have to tell your smartphone that you have the type of account you have and then let the two communicate via the smartphone’s cellular data connection with the internet. As changes are made to either side – on your smartphone or on your email account – those changes will be made to the remaining side so that you’ll always have the latest information, no matter where you look at the data.

The big thing to remember here is that this is likely one of the first things your phone is going to want to take you through when you turn it on for the very first time. It’s going to want to attach itself to your email account so that you get all of your PIM data (Personal Information Management data – Mail, Calendar, Contacts (or address book) and Tasks) to and from your smartphone as the data changes. It will set up a Push Data connection (the same kind as Blackberry made famous, back in the day…); and as a result, your smartphone will always have the latest data and will be considered a “smart” source of information (hence the name, “smartphone”). Any time you want to know who needs to be where at what time, who you can call if for some reason you don’t get the information or can’t make an appointment, or want to message someone about… you can use your smartphone. (This is why we took the time to get your email account set up correctly…). It also makes all of this information portable, mobile and easy to take with you wherever you go.

Ok, so your phone is going to want to setup its default account (if you have more than one email account, you can set up more than one sync relationship) so that it gets all the info all the time. I’m going to take you through some of the default setup steps for Android, iPhone and Windows Phone. This will help you if you have problems.

However, the screens we’re going to review actually take you through, step-by-step and have a pretty good set of instructions. If I gloss over something that you don’t understand or need more information on, let me know in the comments, and I’ll update the instructions.

Please remember that this process assumes that you’re mixing apples with apples. In other words, you’re using the default email account TYPE with a LIKE phone.

Windows (or your Microsoft Account)
1. Turn your new Windows Phone on for the first time. The Welcome screen below, will appear after it boots.

2. Sign in to your Microsoft Account on the “Keep Your Life in Sync” screen. If you sign in later, your phone won’t be setup correctly until it has all of this information.

3. Enter in your Microsoft Account email address. This is more than likely a,,, or email address, but it could be any email address you have, provided you registered it as a Microsoft Account mail address.

4. Type in your password in the password field. When you’re done, either check or uncheck the “Allow Microsoft to send you information and tips about your Windows Phone,” checkbox. While this will subscribe you to their Windows Phone newsletter, it might have some cool tips in it that you didn’t know about. If you’re new to Windows Phone, I’d check it. You can always unsubscribe later.

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