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Using Tablets for Business: A How-To guide for using your Surface Pro for Business Part 2

By:Christine Fettinger

Part 2: Setting up your Surface Pro for Business Use – Outlook

This is a multi-part guide. Feel free to move between sections to find the information you need.

You are on Part 2: Setting up your Surface Pro for Business Use – Outlook

Click here to go back to Part 1:Using Tablets for Business – Introducing the Surface Pro

Click here to go forward to Part 3: Using Office 365 on the Surface Pro – Creating and Linking SharePoint Libraries to your Outlook App

Surface Pro operates using Windows 8. If you have not used Windows 8 before, it can take a little getting used to. Even though everything looks a bit different though, it is all basically the same idea as previous Windows versions.

After logging in, you will be taken to a Start page. Think of this start page like your start button in the lower left hand corner on older versions of Windows (now it just fills the whole screen). This dashboard lets you pin apps that you frequently use, so that you can pull them up without having to search for them.

Note that you can always get back to this page by clicking the Windows button, dragging your mouse to the corner of the screen, or dragging your finger in from the right side of the screen and selecting “Start”

Setting Up Outlook

The first thing I am going to recommend doing for business users is to unpin the preloaded “Mail” app from the dashboard and replace it with the Outlook app. Before we can do that however, we need to set up Outlook in the first place.

Swipe up with your finger from the bottom of the screen. This will bring up a ribbon that has an icon called “All Apps.” Select this icon*.

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*Please note that I will box all significant instructions in the pictures that I provide in red.

This icon will take you to a page that lists all of the apps you have downloaded on your Surface Pro. Select the Outlook 2013 app under the Microsoft Office 2013 section.

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Wait, what happened, now all of a sudden the screen looks like the desktop you know from older versions of Windows! You can relax, Windows 8 has a “Desktop” function that can be found on your initial Start page. This desktop functions exactly like your old desktop – you can organize files in folders, pull up the internet, etc. See, Windows 8 is not so different after all!

So Outlook should be setting up. You will be prompted to enter your email account information and presto, you have an outlook account on your Surface Pro.

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Removing Apps from the Start Page

At this point, you will need to go back to the Start screen to replace the “Mail” app with the “Outlook” app. To get back to the start screen, drag your mouse to the lower left corner. A small icon should pop up that says “Start.” Selecting this icon will take you back to your start page. Be careful not to actually hit the Internet Explorer icon instead of the Start icon – they are close together so this is an easy mistake to make.

Back at the start page, use your mouse to right-click the Mail app. A ribbon will appear at the bottom of the start screen again, but this time there will be more options. Select the “Unpin from Start” option. The Mail app should have disappeared. You can always access it again under the “All Apps” section, or if you just start typing “Mail”, a search function will open and find the app. You can also always repin this app if you decide to use it. For now, however, lets pin the Outlook app to the Start page.

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Under the “All Apps” page, right click or touch and hold the Outlook 2013 icon. A ribbon will appear at the bottom of the screen – select the “Pin to Start” option.

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If you return to the start page and scroll all the way to the right you will see the Outlook 2013 App. You can move this app by dragging it with your finger.

Congratulations, your Surface Pro is one step closer to being a powerful, portable business tool!

If your company is running into troubleshooting issues with this, or any other IT, we encourage you to contact us. CyberSteams offers a wide range of services for small and medium size businesses, including our popular HelpDesk for troubleshooting service.

This concludes Part 2: Setting your Surface Pro up for Business Use – Outlook

Click here to go on to Part 3: Using Office 365 on the Surface Pro – Creating and Linking SharePoint Libraries to your Outlook App

Note – Part three and four of this guide are on Office 365 Advisors, our subsidiary branch specializing in Office 365’s blog.