Chapter 5: Outlook Mail Merge

There are many features of Microsoft 365 that allow you to automate several of your tasks. Mail Merge is included in this. If you find yourself writing the same email over and over to different recipients each time, then this is a chapter you won’t want to skip. You can save hours upon hours by utilizing the techniques taught in this chapter. Mail Merge is used to send bulk emails, letters, labels, or envelopes to several email accounts and you will be able to personalize the information for each email ID.

We will start by creating a simple mail merge using our contacts information from within Outlook. After that, we will create a more advanced mail merge by first creating an Excel spreadsheet to act as a container to hold our merge information to start our mail merge to send custom invoices to our clients. This will include changing the invoice for each client based on the last name, which we will process through Power Automate.

We will be...