Body
Prerequisites / Minimum Requirements
- Access to Shared Outlook Mailbox
- Office 365
- Outlook (not the online app)
End State / Outcome
- Mail merge from shared mailbox will be successful.
How to Steps
To begin you will need to create a New Mail Profile for Windows 11. Instructions for that follow:
- Close Outlook if open.
- Click the Start button then select Settings (⚙️) in the fly-up window.
- On the line Find a setting at the top left, type Control Panel and select the Control Panel.
- In the new Control Panel pop-up window, select User Accounts.
- In the new User Accounts menu, select Mail (Microsoft Outlook).
- Note that, per Microsoft, for this to be an option, you need to have Outlook installed on your workstation and have run it at least once.
- In the new Mail Setup - Outlook pop-up Window, click the Show Profiles... button.
- In the new Mail pop-up window, click the Add... Button.
- Type the shared mailbox name (just the name) in the Profile Name text box and click OK.
- In the Add Account pop-up window, select Email Account, add your Full Name (first and last name only) and the Email Address (of the shared mailbox,) leave the password fields blank and click the Next > button.
- An Outlook Sign-In window should appear shortly. Enter the user's email address (NOT that of the shared mailbox).
- Note that, if you successfully connect, you'll get the message Congratulations! Your email account was successfully configured and is ready to use.
- If you've successfully configured the profile, click the Finish button.
- This should take you back to the Mail window. Change the selector at the bottom of the window from Always use this profile to Prompt for a profile to be used and click OK.
- Open Outlook and choose the profile from which you'll use mail merge.
You will now be able to mail merge using the shared mailbox.