Word not connecting to Outlook for Mail Merge

I am trying to send a mass email through mail merge in word and it lets me go through all the relevant steps but when I want to finish and merge the Merge to Email option is greyed out. I have checked that the email address associated to outlook is the default but it still isn't pulling through. How do I connect the 2 in order to use mail merge?
Hi Bethany,

Thank you for choosing our product.

Based on your description, when you try to use mail merge feature, the Merge to Email option is greyed out.

And according to your description, you are using Outlook contacts, there are two conditions that need to be met, you can check the picture below:


May I confirm that have you met the above two conditions?

For more details, you can refer to this article: Use mail merge to send bulk email messages.

Best regards,
Jazlyn
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Hi Jazlyn, 

The versions of Word & Outlook are the same but I'm not trying to use my outlook contacts, I want to send the mail merge to a pre formatted excel sheet. 

I am working from a new laptop so have only set up word and outlook in the past week. There may be something that hasn't linked correctly during set up?

Thanks, 

Beth

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If you send me a copy of the mail merge main document and the data source, referencing this thread in the covering email message, I will investigate the issue.
Hope this helps,
Doug Robbins - MVP Office Apps & Services (Word)
dougrobbinsmvp@gmail.com
Screen shots by Snagit from www.techsmith.com

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Hi Beth,

Sorry for misunderstanding in my first reply.

Although you are using with Excel sheet, could you please try to set Outlook as the default application first on your device and check the result?

And here is an article about it for your reference. And there are some conditions needed to be met to prepare your Excel spreadsheet: Mail merge using an Excel spreadsheet.

Additionally, since you didn't mentioned which system you are using, could you please tell me whether you are using Mac or Windows?

Appreciate your patience and understanding.

Best regards,
Jazlyn
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You may find https://www.gmayor.com/email_merge_addin.html useful.
Graham Mayor (Microsoft Word MVP 2002-2019)
For more Word tips and downloads visit my web site
https://www.gmayor.com/Word_pages.htm

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Hi Beth,

If you have any update, please feel free to post back.

Best regards,
Jazlyn
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Last updated May 5, 2021 Views 509 Applies to: