Microsoft Word: Advanced Mail Merge
Microsoft Word Training Series | Level 3
Course Details
Duration: 1/2 day (9 am – 12 pm)
Microsoft® Word® Versions: 2013 | 2016 | 2019 | 2021 | 365 (Windows)
Delivery Methods (Instructor-led): Live classroom (In-person) | Virtual classroom
Course Dates: Contact us to arrange a date (Virtual classroom or In-person) | View schedule 
Course Fee: $195 CAD per person + HST (Virtual classroom), $225 CAD per person + HST (Bring your own device for live classroom courses) or $245 CAD per person + HST (Avantix Learning provides device for live classroom courses)*
Timing: Public scheduled courses run from 9:00 am to 4:00 pm (Eastern Time).
Virtual classroom courses: Our instructor-led virtual classroom courses are delivered in a virtual classroom environment. Students will be sent a virtual classroom invitation prior to the course.
In-person classroom courses: Our instructor-led, in-person (live classroom) courses are held in downtown Toronto at 18 King Street East, Suite 1400, Toronto, Ontario, Canada. Some courses are also held at an alternate downtown Toronto location.
Custom training: This course may be delivered at your site or ours as an instructor-led or virtual classroom solution. Contact us at info@avantixlearning.ca for more information including savings for custom group training.
Course Overview
This course is designed for the user who needs to move beyond the basics and use Microsoft Word's mail merge feature for more complex merges. Students will learn to merge letters, labels, catalogues and emails with multiple data sources including Excel worksheets. Various fields will be used to create merges and students will also learn to filter records using multiple criteria.
Prerequisite: Microsoft Word: Intermediate / Advanced or equivalent knowledge and skills.
Related training: View all Microsoft Word courses >
INCLUDED IN THIS COURSE
- Comprehensive course manual
- Keyboard shortcuts quick reference
- Sample and exercise files
- Refreshments (for classes conducted in Avantix Learning classrooms)
- Follow-up email support
Course Topics
Overview of the Mail Merge Process
- Designating a main document and linking to a data source
- Inserting merge fields
- Creating a mail merge using the mail merge wizard
- Merging to a new document or print
- Generating letters, labels and envelopes
- Saving the main document
Data Sources
- Using a Word table or delimited Word document as the source
- Merging with an Excel worksheet or named range
- Using an Access database table or query as the source
- Changing the data source
Filtering Records
- Applying filtering to customize the source records
- Using different operators for filtering records
Working with Field Codes
- Showing/hiding field codes
- Inserting other fields such as IF to run a custom mail merge
- Using the Next Record and Fill-In fields
- Changing the format of numeric and date data using field switches
- Using notes in a mail merge
*Prices subject to change
Our instructor-led courses are delivered in virtual classroom format or at our downtown Toronto location at 18 King Street East, Suite 1400, Toronto, Ontario, Canada (some in-person classroom courses may also be delivered at an alternate downtown Toronto location). Contact us at info@avantixlearning.ca if you'd like to arrange custom instructor-led virtual classroom or onsite training on a date that's convenient for you.
Copyright 2024 Avantix® Learning
Custom training
Register now for a public scheduled course or contact us to discuss custom on-site or off-site training options.
Related courses
Microsoft Word: Intermediate / Advanced
Microsoft Excel: Intermediate / Advanced
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