How to Mail Merge in Word, Excel & Outlook | Dynamic Linking between Excel & Word

Thanks so much Leila! you're a life saver

This is gold

How come when I'm sending emails it doesn't send out the email?

Hello there Leila! Can we send emails and attachments at the same time?

This is very useful. Thank you and Happy New Year 2024.

would it be possible for the document to be saved and attached as .pdf instead of .docx?
Thanks

excellent content

I have tried but the mails didn't get to the recipients. Any help?

This is so helpful and all of your tutorials for me. I have a question, how to mail merge from pdf file to outlook?

How do I add the email to cc in the email sent?

Can we attach here external file like pdf with this mail merge ? if yes, how

Plz create a course for MS Word and MS PowerPoint.

Is proces i do all ok but finish the merge and send after my cursor is not responding like "i" symbol is showing messages not going solution pls

You're my best friend and my subscription has changed my life ! Wonder if you've come across an issue where word does not respect the filters applied within the Excel. I have a 5000 person database that I filter for various outreach. When I select recipients it always stays at 5000 even though my filters have paired down to say 1000. Hope I am explaining the issue correctly

Hi Leila, I, work in the finance department, have to produce a weekly that contains about 30 columns that I need to delete about 25, leaving 5 columns to be sent off to the headquarter. I know there is a lookup formula to use but I can’t remember how to do it now. Can you please produce a video on that? Thanks, Angela

Hi...thanks for the tutorial...How to include two or more recipients in a single cell or only one at a time is allowed. For eg. If I am sending a report card of a student to his/her parents and I want to send it to both the father and mother...through a single email. Can I do so??

Thank you

Hi Leila, i tried sending the mailmerge in html format but the recipient did'nt receive it. Can you help me fix this problem?
If i use plain text format it is working.

So twitter copied your logo?

Hi,how i can break the connexion between a lettre (word) and table data (excel)?

That's a great tutorial. But I dont see how to link the email column in Word using mailto anywhere. Or I use simple MERGEFIELD or a HYPERLINK with a static text. Does anyone can help with this?

Thanks a lot... I can do it now. 😊

You are always super amazing

Hi Leila, Im just wondering how did you connect your Word to Outlook? since I couldnt send my mail. thank you

I have become one of your ardent fan just by watching your first video!

Can you please help me and let me know if I can have multiple emails for Send To, not CC or BCC? I have multiple providers I am sending reports every month, and I have multiple people for each provider receiving the email. I tried and added multiple emails with ; but the outlook doesn't recognize the email's error.

Why can I only add one email address for each report?

Can you mailmerge from an Excel spreadsheet held in an MS Teams Team?

thank you.

Hello Leila, As usual really great video. I run process as you described but at the end I cannot either print or send email. I got following error message ""You cannot send a catalogue created by merging documents directly to email, fax or printer". Did you face already this kind of issue and do you have way to solve it? Thanks!

Hw to get mail information to Excel can anyone clear my query ??

Hey Leila, great video as always. I was hoping you could provide some details on how to amend the file name if you wanted to save each file individually based on values within the excel file too?

Fantastic and simple!!!

Thank you so much for adding such useful videos....I appreciate all your work on MS office. Can you please help on how to add % . I have % on excel but it does take the same format when inserted in mail merge.

Awesome!!

Can you use this function to create a list where it automatically selects certain values? I want to create a list in word that only selects certain values within a row of values. Thank you.

Hi Leila, this video is great thanks :) Is there a way to send the mail merged emails to someone using a different email account from the one that created the mail merge? I would like to send it from a shared email account rather than my own? Many thanks, Angela

Is it possible to make the row number in the word template to dynamic according to how many item invoiced?

I have multiple email accounts setup on outlook. How can I specifiy which email address the final email is being sent from?

Could you say the formula or the key word of changing the date format while doing the mail merger

Madam, Thank you Very much... You shared a very Valuable video. Thank you.

So fantastic tutorial.!!!! But we can block the content of the word?? O sending in PDF?

Hi

Can i add 2 contacts in recipients?

@Leila-Request to please help in this

Hi, I’ve just come across this video this question maybe late considering your video is a year old but can the merged document be sent as a pdf document by email rather than a word document, thank you in advance.

Hey Leila this was very helpful to all - Thanks , you are really intelligent

The field toggle blew my mind! Thanks so much for saving me the headache of manually reformatting fields! For short date add \@ “MM/dd/yyyy”

This was the best how to video I've ever seen, I have screwed up more mail merges than I can count until today!

hi leila, im unable to send mail in outlook with this procedure, error message" another program is using outlook".

Mail Merge has been my Mount Everest as an Executive Assistant. It's been years since I have had to use it for snail mail, but a new client needed a MM via e-mail this week for 700 contacts. Your tutorial 🤩is exactly what I needed, with directions that are very clear and easy to follow. Many thanks!

Hi Leila,
I tried to do the same and it was successfully working (for Feb month) but when for the current month (Mar) it's not working. Can you please suggest, what would be the possible issues