Setup a shared mailbox profile for mail merge


The following instructions will show you how to create an Outlook profile from which you can perform a mail merge. In order to perform this setup, you must have full-access and send-as permission to the shared mailbox you intend to use. To inquire about your permissions, submit a ticket to the CIS HelpDesk.

Table of Contents

Setup instructions

  1. Search for and open the Control Panel.

  2. Type "mail" in the search bar and click on Mail (Microsoft Outlook).

  3. Click on Show Profiles....

  4. Click Add.

  5. Give the new profile a name, preferably the name of the shared mailbox.
  6. Enter the name and address of the shared mailbox and leave the password blank for now and click Next.

  7. When prompted to sign in make sure to use your email address replacing the address of the shared mailbox that is auto-populated. This will use your full-access permission to create the profile rather than logging in as the shared mailbox.

  8. Make sure Set up Outlook Mobile is unchecked and click Finish.

  9. Click OK to exit the mail configuration window.

Switch profiles

  1. In Outlook, Click File > Account Settings > Change Profile.

  2. Outlook will close. You'll need to start Outlook again manually.
  3. The next time Outlook starts, it will display the Choose Profile Dialog.

  4. When you are ready to return to your default profile, either repeat the above steps or simply restart Outlook.