How to Create and Share a Contact List in Microsoft 365

How to Create and Share a Contact List in Microsoft 365

Purpose

This guide explains how to create a shared contact list in Microsoft 365 Outlook so multiple team members can access and manage the same set of contacts.

Requirements

  • A Microsoft 365 subscription with Outlook access

  • Permissions to create and manage shared mailboxes or contact folders (admin role may be required for some steps)

🛠️ Step 1: Create a Shared Mailbox (Admin Only)

  1. Go to the Microsoft 365 Admin Center.

  2. Navigate to Groups > Shared mailboxes.

  3. Click + Add a shared mailbox.

  4. Give it a name and email address (e.g., contacts@company.com).

  5. Click Create.

  6. After creation, click the mailbox and assign Members who should have access.

✅ Step 2: Add the Shared Mailbox to Outlook

  1. In Outlook Desktop App, go to File > Account Settings > Account Settings.

  2. Select your account and click Change > More Settings > Advanced.

  3. Under Open these additional mailboxes, click Add and enter the name of the shared mailbox.

  4. Restart Outlook. The shared mailbox will now appear in the folder pane.

👥 Step 3: Create the Shared Contact List

  1. Expand the shared mailbox in Outlook.

  2. Right-click Contacts under the shared mailbox.

  3. Select New Folder, name it (e.g., "Client Contacts"), and set the folder type to Contact Items.

  4. Click OK. This folder can now be used as a shared contact list.

Option 2: Share a Personal Contact Folder (Not Ideal for Larger Teams)

👣 Step 1: Create a Contact Folder

  1. In Outlook, go to People.

  2. Right-click My Contacts and choose New Folder.

  3. Name the folder and press Enter.

📤 Step 2: Share the Folder

  1. Right-click the contact folder and choose Properties.

  2. Go to the Permissions tab.

  3. Click Add, choose the person you want to share with, and assign the permission level (e.g., Reviewer, Editor).

  4. Click OK.

NotesNote: This method only works within the same Microsoft 365 organization and isn't as robust or centrally managed as a shared mailbox.

Best Practices

  • Use shared mailboxes for organization-wide contact lists.

  • Use clear naming conventions (e.g., "Sales Contacts – East Region").

  • Restrict permissions to prevent accidental deletions.

  • Train users on how to add/edit contacts in shared folders.

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