1. Compose your Excel file with the data you wish to use in the mail merge
    • The data needs to be presented as a table for Power Automate to function properly
      • Select the portion of the spreadsheet with the data you wish to have in the mail merge, including the headers (1)
      • Click on the button Format as Table (2)
      • Click on one of the table styles (3)
      • If the information in the popup window is correct, click OK.
      • If the range of data is incorrect, click Cancel and highlight your data again.
    • Make sure the Excel file is saved in OneDrive or in Teams.
      • Note: If this file and Power Automate is to be used by others, it's best if the file is in a location that's accessible to the other people, too.
  2. Opening Power Automate
    • Navigate to https://portal.office.com and log in with your Regent email and password.
    • In the search bar, type Power Automate and click on the program
    • If you already have a Flow shared with you, click on the tab titled Shared with me (1) to run the flow, Otherwise, click New flow (2)  and select Instant Cloud Flow (3) to create a new flow.
    • In the new popup, give the new flow a name (1) select Manually trigger a flow (2) and click Create (3)
  3. Creating the new Power Automate flow
    • Click the plus sign in the diagram (1)
    • In the slide out tray, type "list rows"
    • Look for the option "List rows present in a table" under Excel Online (Business) (3) and click it.
      • If you're required to sign in again, click Sign in.
    • The menu will change to now ask for the data from the spreadsheet in the first section:
      • The location (1) it's asking for is either your OneDrive or the Team name where you saved the file.
      • The document library (2) it's asking for which section it's in.
      • The file (3) it's asking for is where that file in located.
      • The table (4) it's asking for is which table in that file you're looking to use.
      • Once you've entered all four pieces, click the Collapse (5) button.
      • Click the plus sign (1) under the Excel widget
      • In the slide out page, type "shared mailbox" (2)
      • Select Send an email from a shared mailbox (3) under the Office 365 Outlook section.
      • If you're required to sign in again, click Sign in.
      • For the Original Mailbox Address (1) field, enter the shared mailbox you're trying to send from.
      • For the To (2) field, you can click on the Gear (A) icon on the right to Use Dynamic Content and select the Email address option under List rows present in a table. Please skip down to the Notes portion of this section to see a screenshot.
      • Enter the subject (3) you wish to use.
      • Type in the body what you wish the email to say. To use dyanmic content in this field, type / or click the lightning bolt on the right side of the field to bring up the slide out tray.
        • Note: To use dynamic content, locate the section List rows present in a table and click See more (14) to see the names of the column from the spreadsheet. 
      • Once you've entered the from email, the to email, the subject, and the body, collapse the menu (5) to be brought back to the flow chart.
      • If you're done, click the Save (1) button.
      • You may also be presented a suggestion to test (2) the flow. If your supplied spreadsheet has test data, you can run the test by manually triggering the action.