Outlook for Mac - Mail merge from shared mailbox using Outlook for Mac

Issue/Question

• How do I add a shared mailbox in Outlook for Mac in a way that will allow to send a mail merge from that account.

Environment

• Oregon State University
• Exchange Email
• Outlook for Mac
• MacOS

Explanation

The new Outlook view does not currently let you add a shared mailbox in a way that lets you set it as the default mailbox so you can send a mail merge from it. You will need to revert Outlook to legacy view.

Resolution

Method 1

1. With Outlook for Mac open, open the "Help" menu and select "Revert to Legacy Outlook"

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2. Re-launch Outlook when prompted.
3. Add the shared mailbox to Outlook using the directions in the article: Exchange - Add an Additional Mailbox in Outlook for Mac Legacy View
4. Select the newly added shared mailbox form the list and select the "Set as Default" option from the bottom of the screen

5. Complete your mail merge process in Word. You can find additional documentation on this process from Microsoft via the article: Use mail merge to send bulk email messages

Assistance

For assistance, contact the Service Desk.

If there is a specific "request" form add that as link here.