Mail Merge with Power Automate in M365
The objective of this article is to provide insights on mail merge that helps you create personalized messages, documents, and more that are automatically customized recipient wise. This spares you of the trouble to manually personalize each document yourself.
Mail merge allows you to create a set of documents that are customized for individual recipients. You don't need any desktop application to accomplish the task, this is totally cloud based.
For example, a letter is customized for each recipient. A data source, like a list, spreadsheet or any database is integrated with the document.
First you login to the M365 portal.
Then create a new excel file or you can choose an existing excel file.
Fillup all the required fields and convert it into a table format or in an existing excel file, convert it to table format.
Then open the Power Automate application and create an instant flow. You can also create a schedule flow, for which, you have to mention the trigger time.
In the flow chart first you have to pull data from one drive -excel sheet -table name .
You can also attach one drive file with each and every email .
In the apply section you can mention the action details (sending email in Exchange platform)
You can also mention Send behalf email address, Cc and Bcc fields with each and every email .
After saving the changes you can trigger or run the flow, it will also provide you the execution result of the particular flow.
