This article will explain how to setup the initial configuration required by Outlook to perform a mail merge using a Shared Mailbox.
No, not if you actively use the mailbox and it is displayed in the left folder pane of Outlook. These instructions will work for you.
If you cannot see the mailbox in Outlook, you may need to be added as a member to the required Shared Mailbox. This is not the same as traditional delegate access, and only IT can grant this. Access can be requested through IT via the following online form, by an existing member of the shared mailbox.
The instructions in this article can be used on Windows 10 and Windows Virtual Desktop. For use with Apple Mac or Linux, please use Windows Virtual Desktop. For more information on using Windows Virtual Desktop, please see the following article.
In order to perform a mail merge using a shared mailbox, it is necessary to create a separate Outlook profile for the shared mailbox. To do so, please follow these steps:
Now that you have added the Shared Mailbox as a separate Outlook profile, you can perform the mail merge. Please make sure to have the applicable Shared Mailbox profile open in Outlook at the time of performing the mail merge.
If you wish to switch Outlook profiles to a different Shared Mailbox or your own mailbox while Outlook is open, please close Outlook and re-open it to select an alternative profile.
For more general information on performing mail merges, please see this Microsoft documentation.