Forum Discussion
Clarkp5
Aug 12, 2021Copper Contributor
Mail merge from within Teams
Hi, one of my colleague has asked if you can mail merge from within Teams, if both documents are also located in Teams ( Excel doc with various data and Word doc( letter) )
Colin1655
Aug 12, 2022Copper Contributor
You can use use spreadsheets stored in Teams as your data source, and starting from Word, Mail merge will allow you to email via Outlook. Although starting from Word, you can choose to output to email. Easiest is to create a shortcut to OneDrive from the relevant folder in Teams (chain icon on folder), and then you can easily browse to the relevant files
AH1701
Dec 08, 2022Copper Contributor
Colin1655 Each time I try to use a spreadsheet stored in MS Teams as the source for a mail merge, I get the error "the document name or path is not valid". Searching elsewhere suggests that a Web URL cannot be used.
Is there a part of this process that will make it into a local file path, please? I have a shortcut in One Drive, but I seem only able to get HTTPS links.