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I have configured this on Exchange 2003 running on Server 2003 and IIS6 as well as Exchange 2007 running on Server 2008 and IIS7. From an end-user perspective there is very little difference between these two versions.

First of all you obviously need an “Exchange” account (i.e. a user account in Active Directory that is mailbox enabled) but just as important, your account needs to have ActiveSync (Exchange 2007) or OMA (Exchange 2003) enabled. A non-scientific method of testing this is to attempt to logon to your company’s OWA site (i.e. web mail). In many cases, if a company has enabled web access for a user they have probably enabled ActiveSync /OMA access for the user. So if you believe you have an Exchange account that is OMA/ActiveSync enabled you will be able to configure your Windows Mobile device to sync with Exchange.

The next step is to determine if you need to use SSL to connect to your Exchange server. In most cases (if not all) you will need to enable SSL for the connection. If this is in fact the case you will then need to determine if the SSL cert used by your company is signed by a Root CA that is trusted by your Windows Mobile device. This is a tossup as many companies generate their own cert if they are on Exchange 2003 then force their workstation to trust the self-signed cert through Active Directory Group Policy. Again, a non-scientific method to determine this is to access your companies OWA web site and view the certificate via your web browser. The thing to check here is the “Issuer” on the Details tab. If you see your company’s name here they it is a self-signed cert and your Windows Mobile device will not trust the cert until you add the certificate to your Trusted Root CA store. There are a few ways to do this, the method I have used is to save a copy of the cert via Internet Explorer to my laptop hard drive then move it over to my phone’s storage card where it can be opened and saved to the cert store on the phone.
(I realize this OWA and OMA are two separate services and do not necessarily use the same cert but many organizations do use the same cert to either save a couple bucks if they have purchased their certs or to save a little time if they are using self-signed certs.)

Once you get to this point you can simply follow the ActiveSync wizard for adding an Exchange server on your phone. The information required for this is User Name (the name you use to access your company’s network) Password and Domain (this is the internal domain name your user account is a member of, which is typically (but not always) the “stuff” after the “@” and before “.com” in your email address)

Hope that helps.