For more info, see Data sources you can use for a mail merge.įor more info, see Mail merge: Edit recipients.įor more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge. Once you have prepared the email message, click on the Start Mail merge option and select Email Messages from the drop-down menu. Connect and edit the mailing listĬonnect to your data source. The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.įor more information, see Prepare your Excel data source for mail merge in Word. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values.
A data source, like a list, spreadsheet, or database, is associated with the document. For example, a form letter might be personalized to address each recipient by name. In Outlook, go to File>Options>Mail>Send Messages and check the box for 'Always use the default account when composing new messages' Then, under File>Account Settings>Account Settings, set the account that you want to be used as the Default Account. Tip This list can be the results of an Advanced Find search. Create a mail merge document In Dynamics 365 for Outlook, open the list of records you want. Quote With mail merge, you can print only one quote at a time. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. Mail merge lets you create a batch of documents that are personalized for each recipient. Quick Campaign In Dynamics 365 for Outlook, you can create a mail merge, and then at the end of the process, create a quick campaign.
Here are some tips to prepare your Excel spreadsheet for a mail merge.
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