How to Mail Merge on Outlook Web App with CC, BCC & Attachment |Send Email from Excel PowerAutomate

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Technologiate
5.3 هزار بار بازدید - 6 ماه پیش - In this video, you will
In this video, you will see how to Mail Merge in Outlook Web. By following this, you can send a mail merge with an attachment, CC, and BCC.

NOTE: This process only works for the Outlook web version. If you are looking for Mail Merge on the Outlook application, then watch this video: How to Mail Merge in Outlook | Mail M...

This guide works for Microsoft 365/Office 365 and free Outlook accounts. The steps are the same, although there could be some different interfaces.

I have used Excel Online for the contacts and Microsoft OneDrive for the file attachment. Because you can not connect the offline Microsoft Word & Excel with the Outlook web online. Then, you need to create a simple (easy to follow) flow on Power Automate because Word Online does not have the mailing feature you have on the offline version.

You do not need to have any prior PowerAutomate knowledge. The steps are pretty straightforward.
1) Create a manual flow on Power Automate.
2) Connect the Excel Online for the contacts.
3) Connect Microsoft Ondrive for the attachment (when you want to send an attachment).
4) Design the email with the recipients' field, merge fields, CC & the attachment.
5) Run the flow.

Before creating the flow, you must format the contact data into a table in the Excel online file. And you have to upload the file for the email attachment to the Onedrive folder.

You can format the email body as you want. It has a WYSIWYG (What You See Is What You Get) editor, so the email body is yours; design it the way you like.

Additionally, you can use the BCC option; for that, you have to create a column in the Excel file with the BCC email addresses.

Timestamps:
0:00 Intro
0:13 Prepare the Mail Merge Contacts
1:37 Upload the file to OneDrive for the mail attachment
2:03 Open Power Automate and create a new flow
2:50 Connect the Contacts from Excel Online
4:01 Connect OnDrive to get the file attachment
4:51 Connect Outlook web
5:22 Insert the merge fields
7:51 Run the flow to send the mail merge emails
8:10 Check the sent emails on Outlook web
8:28 I am proud of you

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#mailmerge #outlookweb #office365 #microsoft365 #powerautomate
6 ماه پیش در تاریخ 1402/11/02 منتشر شده است.
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