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Setup a shared mailbox profile for mail merge

Setup a shared mailbox profile for mail merge

Owned by Former user (Deleted)
Last updated: Apr 02, 2025 by Alter Calubana

Overview

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. In Outlook, Click File > Account Settings > Manage Profiles

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  1. Click Show Profiles...

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  1. Select Prompt for a profile to be used > Click Add... > Type the name of the shared mailbox > Click OK

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  1. Type the email address of the shared mailbox > Type the same name of the shared mailbox as you did in the previous step

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  1. While in this window, click Cancel

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  1. Click OK

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  1. You should see the name of the shared mailbox in the list of profiles. Click Apply > Click OK

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  1. Close Outlook and open it again. Choose the name of the shared mailbox > Click OK

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  1. Type the email address of the shared mailbox > Click Connect

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  1. Click Sign in with another account

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  1. Type YOUR SPU email address > Click Next

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  1. Type your password > Click Sign in. You may be prompted for MFA

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  1. Look for this window > Click OK

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  1. After a couple of minutes, you will see that the shared mailbox was added successfully. Click Done

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