Microsoft Word: Advanced Mail Merge

Microsoft Word Training Series | Level 3

Course Details

Duration: 1/2 day

Microsoft® Word® Versions: 2007 | 2010 | 2013 | 2016 | 365

Delivery Methods: Instructor-led classroom (ILC) | Virtual classroom (VC) on request

Course Dates: Contact us to arrange a date | View schedule Course schedule

Course Fee: $175 CDN per person + HST or BYOD (bring your own device): $125 CDN person + HST*

Note: Public scheduled dates for this course are delivered as live instructor-led classroom training.

Register for this training course.

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.

Custom training: This course may be delivered at your site or ours as an instructor-led or virtual classroom solution. Contact us at for more information including savings for custom group training.

Related training: View all Microsoft Word courses


  • 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

Register Now for a public course at our downtown Toronto location at 1 Yonge Street, Suite 1801 (Toronto Star Building), Toronto, Ontario, Canada.

Updated January 2, 2017.

Copyright 2014-2017 Avantix Learning Inc.

To request this page in an alternate format, contact us.

*Prices subject to change..

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Student typing on laptop during training session.

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