Mail Merging using an Excel document stored on Sharepoint

Question

Hello community,

I understand it is not possible to undertake a mail merge on Word from an Excel document stored in Sharepoint, however I was wondering if Microsoft is looking into it? If so, and if possible, when is this the feature likely to be enabled?

Thanks.

Gary

Answer 1

Dear Gray,

If you just want to select an Excel file stored in SharePoint Online in Word 2016 and then use the Mail Merge feature to send the emails to users with the content in Word 2016, you can first sync the files in the site library with the OneDrive sync client and then select the Excel file from the local OneDrive sync folder to move forward.

 

Best Regards,

Cliff

Answer 2

Dear Gray,

Welcome to share some updates at your convenience if you need further help on this issue.

Best Regards,

Cliff

Answer 3

Dear Gray,

Welcome to share some updates at your convenience if you need further help on this issue.

Best Regards,

Cliff

Hi Cliff,

Thanks for the quick response on my enquiry.

Unfortunately, it doesn't resolve my problem as the excel document is stored on a team area in SharePoint. The process to mail merge doesn't take that long in any case as we simply download the excel document onto our shared drive and follow the wizard process. Any updates to the excel on SP site by external partners mean we save on top of the existing excel doc.  

If you happen to see scope to improve this process, despite the little amount of information I have given so far, please don't hesitate to write back.

Otherwise, thanks again for writing back to me.

Regards,

Gary.

You affect the world by what you browse - Tim Berners Lee

Answer 4

Dear Gray,

If you stored the file in Microsoft Teams, you can also go to the site library in the team related site and use the OneDrive sync client to sync the file and then use the method above to use the mail merge feature.

So about “Any updates to the excel on SP site by external partners mean we save on top of the existing excel doc.”, who are using the mail merge feature with the Excel file stored in SharePoint Online？ Could you provide more information about your environment and the issue when using the mail merge feature for our clarification?

Best Regards,

Cliff