How to setup a Shared Mailbox for Mail Merge

Secondary email accounts are now being set up with server-side permissions. They will appear automatically in outlook without needing a password.

The best practice to run a mail merge from a secondary account is from its own email profile. The process below guides you through this one-time setup on Office 365 Outlook (for Windows).

Set up an Outlook profile for a shared mailbox

1. Close Outlook.

2. Click the Windows Logo start button in the bottom left, type Control Panel and click on this in the search results.

3. Click on Mail.

   Open

   

4. Click Show Profiles.

   Open

   

5. Click Add.

6. Enter a descriptive name for the secondary account e.g. Motherboard Helpdesk.

7. Click Ok.

8. Select Manual Setup and Next.

9. Beneath Microsoft 365, enter in your secondary email address and Next.

10. Enter the email address of the account, e.g. motherboard@mvnu.edu and Next.

11. Untick Set up Outlook Mobile on my phone, too.

12. Click Finish.

13. Make sure the prompt for a profile to use is selected and Ok.

14. Now that the setup is complete, you will be prompted for which profile to use when you start Outlook. Select the descriptive name for the shared account when you with to do a mail merge from this mailbox.