How to Set Up a Windows Phone

Authored by: Tech Pro Team

1. Introduction

Microsoft is known for making all of its devices, smartphones included, similar in design when it comes to operating system. Whether you're a seasoned user or new to Windows, this guide will help you get started with your Microsoft smartphone.

2. Initial Setup

When you turn your phone on for the first time, it will take you through a series of steps to help you set up your phone.

  1. To turn on your phone, press the power button until your phone vibrates.
Smartphone power button.

  1. Press the power key again and swipe up to unlock your phone.
Smartphone power button selected, then swiping up.

  1. Choose your language and tap Next.
Language selection screen with English selected and Next button highlighted. Screenshot.

  1. Tap Next.
Let's start screen with Next selected. Screenshot.

  1. Tap Accept to accept the terms of use.
Terms and conditions with accept selected. Screenshot.

3. First Time Wi-Fi Connection

When first setting up your phone, you will be asked if you would like to connect to Wi-Fi.

  1. Tap your desired Wi-Fi connection from the list of available connections and then tap Add.
List of available Wi-Fi networks. Example Wi-Fi network highlighted and Add button selected. Screenshot.

  1. You may be asked to type in a password. If so, type it in. Your phone is now connected.

4. Account Sign-In

If you already have an Xbox Live, Hotmail, or Outlook account (services all operated by Microsoft), use those credentials to sign-in to your Microsoft account on your phone.

  1. From the home screen, tap the Settings icon.
Settings icon on home screen. Screenshot.

  1. Tap email+accounts.
Settings menu with email and accounts selected. Screenshot.

  1. Tap add an account.
Email and Account settings with add an account selected. Screenshot.

  1. Tap Microsoft account.
Account type selection screen with Microsoft account selected. Screenshot.

  1. Sign in with your existing account username and password. Then, tap Next.
Microsoft Sign in screen. Screenshot.

5. Setup OneDrive

OneDrive is a storage platform that offers storage to anyone who has a Microsoft account. When you sign into your account, your phone automatically connects to a OneDrive account.

  1. If you've never had a Microsoft phone before, move on to step two. If you have had a Microsoft phone before, your phone will ask if you would like to restore your old phone. Choose the option best for you, and then tap Next.
Restore selection screen with list of devices to restore from. Screenshot.

  1. After signing in or creating a new account, your phone will ask if you want to back up your data to OneDrive. Tap Next.
OneDrive intro screen with Next button highlighted. Screenshot.

  1. Tap yes if you would like your photos, text messages, and settings saved to OneDrive.
OneDrive backup options: Save your photos to SkyDrive, Sync your text messages, Back up your phone settings. Screenshot.

6. Transfer Data over Bluetooth

If you have had a Microsoft phone before, import your data like contacts or calendar events by signing into your Microsoft account on your new phone where the backed up information is automatically upload. If that's the case, skip these steps.

Not all phones may be compatible with this data transfer feature.

  1. Swipe left on your home screen to navigate to the Transfer my Data app.
Swiping left on your home screen. Screenshot.

  1. Tap the Transfer my Data app.
Transfer my Data icon. Screenshot.

  1. Turn on Bluetooth in your old phone. Bluetooth can usually be found in Settings.
Bluetooth icon.

  1. Tap Continue.
Transfer my data app landing screen with continue button selected. Screenshot.

  1. Tap the name of your old phone.
List of previously paired phones. Screenshot.

  1. Check the data that you would like transferred over and tap Start.
Checkboxes next to various types of data to transfer. Options: Contacts, Text messages, Pictures, Music. Screenshot.

  1. After a few minutes, your data has been successfully transferred.
Data transfer complete. Screenshot.

7. Setup Cortana

Cortana is Microsoft's voice assistant. Cortana can help you schedule a meeting, send an email, tell you what the weather is going to be like or do things like search the web.

  1. From the home screen, tap Settings.
Settings menu selected. Screenshot.

  1. Swipe left to view applications.
Swiping left within the settings menu. Screenshot.

  1. Tap Cortana.
List of applications with Cortana selected. Screenshot.

  1. Swipe the slider to On.
Cortana toggle screen. Screenshot.

  1. Tap Accept.
Meet cortana screen. Screenshot.

  1. Tap the microphone and say what you want to do.
Cortana voice input screen with microphone highlighted. Screenshot.

  1. Cortana will respond to your voice.

8. Setup Password

Setting a PIN helps keeps your data safe from intruders by locking your phone. Only those who know the PIN can access the data on your phone.

  1. Tap the Settings icon.
Settings menu selected. Screenshot.

  1. Tap lock screen.
Settings screen with lock screen option selected. Screenshot.

  1. Slide Password to On.
Lock screen settings with Password toggled on. Screenshot.

  1. Type in a password and tap done.
Password input screen. Screenshot.

  1. Steps may vary on different Microsoft devices but will be very similar to those listed here.

9. Create Account

  1. From the home screen, tap the Settings icon.
Home screen with Settings selected. Screenshot.

  1. Tap email + accounts.
Settings screen with email and accounts selected. Screenshot.

  1. Tap Create One.
create one button. Screenshot.

  1. Fill in your account information and then tap next.
Filling in email and password before hitting Next. Screenshot.

  1. Your account has been added.
    Keep these login credentials handy. You will need them if you ever wish to reset your phone.