Using mail merge in Word 365 (2025)

IN THIS COURSE

• 1.  Overview: Using mail merge in Word 365 (2025)
  40s
  This video outlines the key concepts covered in the Using mail merge in Word 365 course, including creating envelopes, refining a mailing list, and creating a mail merge document. FREE ACCESS
• 2.  Creating envelopes in Word 365
  4m 11s
  If you are creating letters in Word 365, why not develop envelopes to mail them in? The envelope tool allows you to create your design, change its printing size, and add a delivery and return address. You can also modify the font options for each address. This video aligns with MO-111 Microsoft Word Expert Exam objective: Create merged documents, labels, and envelopes. FREE ACCESS
• 3.  Creating labels in Word 365
  3m 29s
  Designing labels in Word 365 is easy! You can create custom templates for sheet labels and adjust their margins, pitches, and dimensions. This video aligns with MO-111 Microsoft Word Expert Exam objective: Create merged documents, labels, and envelopes. FREE ACCESS
• 4.  Creating a recipient list in Word 365
  4m 26s
  Before creating a mail merge document, you must make an address list to pull data from. You can create a recipient list using the Mail Merge feature. Mail Merge allows you to add your recipient list in a spreadsheet format and modify the contact information anytime. This video aligns with MO-111 Microsoft Word Expert Exam objective: Manage recipient lists. FREE ACCESS
• 5.  Importing a recipient list in Word 365
  5m 13s
  In Word 365, you can use an existing recipient list, such as an Excel spreadsheet (*.csv), Access file (*.mdb), or an Outlook contact list, as a data source to create a mail merge. See also how to access and edit imported contact lists. This video aligns with MO-111 Microsoft Word Expert Exam objective: Manage recipient lists. FREE ACCESS
• 6.  Refining a recipient list in Word 365
  3m 53s
  Once you have created your contact list in Word 365, it is important to keep it up to date and organized. You can sort, filter, and even search your data entries. This video aligns with MO-111 Microsoft Word Expert Exam objective: Manage recipient lists. FREE ACCESS
• 7.  Creating envelopes with mail merge in Word 365
  4m 57s
  Word 365’s Mail Merge feature allows you to create envelopes with just a document and recipient list. You can manually insert and edit the recipients' information and preview the envelopes before finishing the Mail Merge. This video aligns with MO-111 Microsoft Word Expert Exam objectives: Insert merged fields, Preview merge results, and Create merged documents, labels, and envelopes. FREE ACCESS
• 8.  Creating labels with mail merge in Word 365
  4m 22s
  If you have an address list already set up, you can use Word 365’s Mail Merge feature to create labels. Word also allows you to customize the labels by changing the formatting and alignment. This video aligns with MO-111 Microsoft Word Expert Exam objectives: Insert merged fields, Preview merge results, and Create merged documents, labels, and envelopes. FREE ACCESS
• 9.  Creating a mail merge document in Word 365
  4m 38s
  The mail merge feature in Word 365 allows you to take data from your recipient list and incorporate it into your document. When the main document and recipient list are combined, this creates a mail merge document. If you are printing or emailing a document to multiple recipients, you can use a mailing list to send it to your contacts rather than manually inserting each one individually. This video aligns with MO-111 Microsoft Word Expert Exam objectives: Insert merged fields, Preview merge results, and Create merged documents, labels, and envelopes. FREE ACCESS
• 10.  Setting rules for a mail merge in Word 365
  3m 31s
  In Word 365, you can apply rules to your mail merge document so your recipient list information is interpreted in different ways. For example, you can use the If...Then...Else... rule to have specific text inserted if a certain condition is met, but if this condition is not met, alternative text is added. FREE ACCESS