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

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  • Опубликовано: 8 фев 2025

Комментарии • 580

  • @LeilaGharani
    @LeilaGharani  Год назад +2

    Stay ahead with our Weekly Newsletter. Get the latest insights and updates straight to your inbox 👉 link.xelplus.com/yt-c-newsletter

  • @LassLaura
    @LassLaura Год назад +10

    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!

  • @innermostbeing
    @innermostbeing 3 года назад +24

    Without any hesitation, I would recommend those struggling to learn or understand the mail merge to refer this video. It was simple and easy to follow. The herculean task of sending individual email was simplified on viewing the video. An added advantage is, the emails are personalised to make the recipients special. From the bottom of my heart, I thank you for sharing your learning to us, Leila!

    • @anisnabila7104
      @anisnabila7104 2 года назад

      truly yes. very recommended this video.

    • @ozgulsahin3811
      @ozgulsahin3811 Год назад

      H=] h+h+hhh=b hm] +hhh='b h b

    • @timnyapming8114
      @timnyapming8114 Год назад

      Can someone guide me too?.

    • @innermostbeing
      @innermostbeing Год назад

      @timnyapming8114 Please follow the step by step process shared in the video. Pause, play and apply it on your work.

  • @deebaxley7800
    @deebaxley7800 3 года назад +13

    I have been using MS mail merge for >20 years; thank goodness MS has developed it over time so that it is so much easier than it was at first. I'm now retired and use it for sending Christmas greetings to friends and family. Today's video was a great refresher, especially since l learned something new(!!) = that I can copy/paste an Excel table into a Word document and also use field codes for another project I am working on. Thank you Leila - I love your videos .

    • @LeilaGharani
      @LeilaGharani  3 года назад +1

      That's great, Dee! Good thinking on the Christmas greetings :)

  • @investinginyourlife3186
    @investinginyourlife3186 3 года назад +11

    That moment when you said, I cheated here !!! Stop right there, you didn't cheat you used an efficient method ;-) That's all that we learn here . Efficiency across all your videos. Thank you Leila. I learn so much all the time.

    • @JaneM.Blackboot
      @JaneM.Blackboot Месяц назад

      exactly. she skipped over the importnt part that makes all this makes sense. that stinks!

  • @tylesane2690
    @tylesane2690 3 года назад

    Thanks!

  • @tormodsolemslupphaug1043
    @tormodsolemslupphaug1043 3 года назад

    I've been using mail merge for a long time, but recently I've been moving over to SharePoint/Microsoft Lists and Power Automate (e.g. When a new SharePoint list item is created > populate Word Template > convert to pdf > send email with pdf attached). Or create other semi-automated flows which can be activated directly from the list.
    This really opens up a whole new world of automation possibilities. Mail merge is sooooo 2019 ☺️

    • @LeilaGharani
      @LeilaGharani  3 года назад

      Haha yes, with Power Automate the sky is the limit 😁

  • @ptichka1371
    @ptichka1371 3 года назад +13

    Omg this is exactly what I needed! Leila, you are propelling my career, thank you so much

    • @LeilaGharani
      @LeilaGharani  3 года назад +2

      I'm so glad!

    • @randomguy-jo1vq
      @randomguy-jo1vq 3 года назад +2

      @@LeilaGharani can you check my comment ? There is an imposter who has the same username and profile pic as you and they have comment under my comment.

    • @LeilaGharani
      @LeilaGharani  3 года назад +1

      I already reported it to RUclips. Thanks for the heads up!

    • @stevanusadiwena6975
      @stevanusadiwena6975 3 года назад

      SAME HEREEEEEEEEEEE.. idk why this video come to my youtube recomendation.

  • @TylerStanczak
    @TylerStanczak 3 года назад +11

    Thank goodness for mail merge. Appreciate the tutorial Leila :)

  • @hudsonalbert1360
    @hudsonalbert1360 3 года назад

    Thank you very much for the beautiful lesson, Leila.
    Your pronunciation can follow very easily because the way of your teaching is intended to learn your listeners... Thank you

  • @LS-zy7pk
    @LS-zy7pk 2 года назад +1

    Amazing! You are a lifesaver....I'm referring specifically to minute 5.33 onward - how to format currency!! Just wonderful. Thank you!!!!

  • @GiteshBajaj
    @GiteshBajaj 3 года назад

    You just gave me the answer to one of my questions I was searching for over 2 Years. A BIG BIG THANK YOU. I finally got a idea to link word to excel. I knew Mail Merge earlier, but still didn't recognized it. Now its a YES!

  • @Bosdaks
    @Bosdaks 2 года назад

    2022 - I was struggling to make a letter across 100+ employees, and this is the answer. I love you.

  • @nagusattenapalli7637
    @nagusattenapalli7637 3 года назад

    MAM...I Love You....Your way of explanation, vocabulary and every small detail you are presenting. I Love your work.
    Thanks for such dedication.

  • @Jeff-v4p
    @Jeff-v4p Год назад

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

  • @kgadeberg
    @kgadeberg 3 года назад

    You just saved me numerous conversions to text in Excel to achieve the right formatting in Word. \# Who would have guessed that? Not me!

  • @sudeerakelum3258
    @sudeerakelum3258 3 года назад

    Thanks a lot. This saves my day. I had to print 1500 envelopes to send greetings cards. This saves my day

  • @Scott1972011
    @Scott1972011 2 года назад

    Thank you! Very easy instructions to follow and your voice is so soothing!! Great job!!

  • @jonathancrawford7106
    @jonathancrawford7106 2 года назад +2

    Clear, concise instructions - perfect! Thank you!

  • @nataliecaba4143
    @nataliecaba4143 3 года назад

    This is the best video tutorial I have found. Thank you so much for this!

  • @larissafelin8204
    @larissafelin8204 3 года назад +6

    I wanted to learn this function to make a task in my job more efficient. Finally a good and understandable explanation. Thanks. I'm so happy to be your student. 👍😊

  • @Billoo172
    @Billoo172 3 года назад

    She is true MS office goddess ... So professional and full of knowledge 🌷🌹

  • @notesoeasy
    @notesoeasy 2 года назад

    I used to do this almost every day, many years ago, but for the life of me, I kept on missing something(?). Thank you Leila for simplifying things for me so clearly and quickly.

  • @JLvatron
    @JLvatron 3 года назад

    I hadn't Mail Merged in 20 years. Thank you for this great tutorial!

  • @NGT29
    @NGT29 3 года назад

    Thank you Leila; you are a life saver!

  • @martinkrajnc5140
    @martinkrajnc5140 2 года назад

    Simply - super. Thank you Leila.

  • @vincentkuiper8682
    @vincentkuiper8682 3 года назад +1

    I've been doing this for years but it is a hard task to teach someone how to do this, I will definitely use this video next time someone needs to learn how to use mail merge!

  • @evolvingcreativity
    @evolvingcreativity 2 года назад

    Thank you, Thank You, Thank you! We have a database and needed to format it so it could be printed out as a nice layout as a PDF! You saved my team!

  • @ngoziebenezer8028
    @ngoziebenezer8028 3 года назад

    You are awesome! I appreciate how thorough you are in your coaching.

  • @MrPremarya
    @MrPremarya 10 месяцев назад

    Thanks for valued information.🙏

  • @HBJSpiegel
    @HBJSpiegel 2 года назад +1

    Your channel is amazing! I've learned so much from your really great videos. Thanks so much!

  • @cdyard1
    @cdyard1 3 года назад +1

    Another task to add to my To Do list of tasks. Well done, Leila Gharani.

  • @andolenebusch9932
    @andolenebusch9932 3 года назад

    Thank you so much for this video. It has helped me tons and now I know how mail merge works - YAY!!

  • @svenparris8726
    @svenparris8726 3 года назад +9

    Your tutorials are fantastic Leila 👏. I'd love to learn how to create standardised organisation-wide email signatures which can be updated centrally...

  • @puertadelaestrella
    @puertadelaestrella 3 года назад

    Another great video. I've used Mail Merge before but it was a looooong time ago. This was a great refresher.

  • @Rezasameni
    @Rezasameni Год назад

    Thanks so much Leila! you're a life saver

  • @manojmalu7119
    @manojmalu7119 3 года назад

    Mail merge is too easy for me after watching you video.
    Thank you liela

    • @LeilaGharani
      @LeilaGharani  3 года назад

      Then just wait for next week's tutorial 😉

  • @kpsrathore
    @kpsrathore 3 года назад +4

    Though I have been using mailmerge for quite some time, I did find some value addition in your video about formatting the numbers. That is why I try to see every video of yours even if I am familiar with the topic.
    Appreciated.
    Keep up the good work.

    • @LeilaGharani
      @LeilaGharani  3 года назад

      Excellent! Glad you found something new.

  • @zarifamirzoyeva2500
    @zarifamirzoyeva2500 2 года назад

    Thank you for this tutorial. You are amazing!

  • @user-ho7tg7kb9v
    @user-ho7tg7kb9v Год назад

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

  • @srmchinni3
    @srmchinni3 2 года назад

    Awesome tutorial. I am lucky to find this video the right time.

  • @Pedro_Is
    @Pedro_Is 3 года назад +1

    Another excellent and useful tutorial, thank you so much

  • @brockdidericksen8994
    @brockdidericksen8994 3 года назад

    Great vid! Also shoutout to Doug Robbins’ Merge Tools extension that makes Mail Merge even better.

  • @xevimartinpera3293
    @xevimartinpera3293 3 года назад

    Super!! I knew the tool but always I had problems with the number formatting, now it's clear. Many thanks, Leila

  • @sravanthivk2720
    @sravanthivk2720 3 года назад

    Thankyou soo much leila. Explained with example and result.

  • @kakiraiyan
    @kakiraiyan 3 года назад

    Saw some tutorials on this, but yours is the best as always!

  • @oregonsuzukiinstitute7576
    @oregonsuzukiinstitute7576 8 месяцев назад

    This was amazing and saved me SO much time- thank you!!!!

  • @JonLuskin
    @JonLuskin 11 месяцев назад

    Super helpful. Thank you!

  • @nickatnite91101
    @nickatnite91101 3 года назад

    You are a Goddess of excel. Thank you for sharing..

  • @excelmastervba
    @excelmastervba 3 года назад +3

    Again, great Video and very important topic 👍🏻

  • @chrism9037
    @chrism9037 3 года назад +1

    That was fantastic, thanks Leila!

    • @LeilaGharani
      @LeilaGharani  3 года назад

      Thanks, Chris! Next week we'll take it to the next level with Power Automate :)

  • @vinoalosius9533
    @vinoalosius9533 2 года назад

    Thank you! I learned Mail Merge today. Appreciate..😊

  • @lizzale
    @lizzale 3 года назад

    Very precised and clear! Thank you!

  • @michaeloloishuro6915
    @michaeloloishuro6915 3 года назад +1

    As usual, this is another very important area covered by Leila. Great and thanks a lot.

  • @HamidurRahman
    @HamidurRahman Год назад

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

  • @aiting9874
    @aiting9874 3 года назад

    Thank you so much for the video. I like the way you keep the video short and easy to understand. It helps me a lot. Will definitely share with my friends and colleagues

  • @lynnefranklin521
    @lynnefranklin521 2 года назад

    You are fabulous! Thank you for making this so clear and understandable!

  • @Luciano_mp
    @Luciano_mp 3 года назад

    Very good Leila. Useful. Thanks!

    • @Luciano_mp
      @Luciano_mp 3 года назад

      @Leila Gharani Hello Leila, I didn't understand your answer.

  • @ucinh884
    @ucinh884 3 года назад

    Thank you very much. This tutorial video is very helpful for me, very detailed.

  • @ItamarValdman
    @ItamarValdman 2 года назад

    AMAZING Videos, thank you!

  • @matheus160ful
    @matheus160ful 3 года назад

    Thank you form Brazil.

  • @issamlotfi
    @issamlotfi 3 года назад +10

    Awesome !!! 🤩🤩🤩 Thank you so much Leila 🙏
    Can we convert Word docs to pdf before sending by Outlook ?

    • @cadenmilo8652
      @cadenmilo8652 3 года назад

      I guess it's pretty randomly asking but do anyone know of a good website to watch new movies online?

  • @dorkyturtle
    @dorkyturtle 3 года назад

    This was very helpful, thank you!

  • @amayardaewii6961
    @amayardaewii6961 3 года назад

    Thanks so much Leila. It’s really helpful for us.

  • @N7eptune
    @N7eptune 3 года назад

    Thank you Leila. That was nice with a few extra things that are new for me.

  • @vishalpatil4102
    @vishalpatil4102 3 года назад

    I first liked the video then watched it, such impact leila has on my excel learning, thank you as always!

  • @sarrabensoltane6529
    @sarrabensoltane6529 9 месяцев назад

    شكرا أختي ليلى ربي يجازيك كل خير

  • @glynissmith1641
    @glynissmith1641 3 года назад

    Thank you. Very informative

  • @weswilliams7221
    @weswilliams7221 2 года назад

    Very Helpful! Thank you!

  • @zawmyotun9451
    @zawmyotun9451 3 года назад

    It's amazing. Thanks again and again.

  • @moniquenb1182
    @moniquenb1182 2 года назад

    Glad I found this video! thanks!

  • @Shantuski_
    @Shantuski_ 3 года назад

    Woow, how easy you make things look. Amazing, you are the best.

  • @ivanmamchych5802
    @ivanmamchych5802 3 года назад +18

    Thank you for the lesson, Leila
    Is it possible:
    1) to generate dynamic subject for emails, for example with Customer name?
    2) to put some address or dynamic addresses to CC and to BCC fields?
    I lack of these two options and appreciate any recommendation from you

    • @marypotter6497
      @marypotter6497 3 года назад +4

      Do a youtube search for "Bulk send emails from Outlook with attachments"

    • @ivanmamchych5802
      @ivanmamchych5802 3 года назад +3

      @@marypotter6497 Excellent advice.... So instead asking a blogger about some functionalities not mentioned in the video, it is better to make a search. Great. Your tip is universal one for any question: Just google it! Why didn't I guess about such a simple way by myself?

    • @ennykraft
      @ennykraft 3 года назад

      @@ivanmamchych5802 What the person was trying to say is that there is an add-on that will let you do that. The video he mentioned is about how to install and use it. ruclips.net/video/yj_s3cdfVDY/видео.html

    • @ivanmamchych5802
      @ivanmamchych5802 3 года назад

      @@ennykraft I saw this video before. And I knew that custom add-ins can do the miracles, but that's another story. Sometimes an add-ins cannot be applied by various reasons. My intention was to succeed within standard MS Word functionality, described by Leila. I even expected to get a negative but honest answer. No reply was sent except a recommendation to make a search for some extra tools, like add-ins...

    • @ennykraft
      @ennykraft 3 года назад

      ​@@ivanmamchych5802 It isn't possible with the basic MS Word functionality. It's high time Microsoft gave Mail Merge an overhaul. There are so many features that would improve it from correctly importing number and date formatting from Excel, to more than two options for If...Then...Else (both without having to editing the fields) and the function you mentioned.

  • @rukshanweerakoon2309
    @rukshanweerakoon2309 Год назад

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

  • @mohammadashiq9996
    @mohammadashiq9996 3 года назад

    i like this simplicity little more knowledge what I missed thank you Leila.

  • @javedalam1714
    @javedalam1714 3 года назад

    Great and very good teaching method

  • @mp87ch
    @mp87ch Год назад

    Fantastic and simple!!!

  • @abdulbassethassan3677
    @abdulbassethassan3677 3 года назад

    Great job, very important information. Thanks.

  • @johnborg5419
    @johnborg5419 3 года назад

    Thanks Leila. This is very helpful and time saving!! : ) : )

  • @vinvette04
    @vinvette04 2 года назад

    Thanks for this very useful tip!

  • @oliverrowe7230
    @oliverrowe7230 2 года назад

    Wow! Fantastic, thank you

  • @osamasaid8476
    @osamasaid8476 3 года назад

    you are great teacher

  • @Ded9822
    @Ded9822 3 года назад +1

    Great tutorial videos! Well produced, very well spoken and articulate; most importantly the content!!! Superb! Btw, I have to get the “Eat, Sleep, Query, Repeat” coffee mug

    • @LeilaGharani
      @LeilaGharani  3 года назад

      Glad you like it. I love my coffee mugs 😊

  • @terabytetechnologies2201
    @terabytetechnologies2201 3 года назад

    Excellent, well presented 👍

  • @octagon1915
    @octagon1915 3 года назад

    Thanks, Leila now I'm subscribed.

  • @kooto870
    @kooto870 3 года назад

    Excellent. Thank you.

  • @farhadullah6899
    @farhadullah6899 2 года назад

    Amazing as usual.

  • @SyedMuzammilMahasanShahi
    @SyedMuzammilMahasanShahi 3 года назад

    Beautiful work. Thanks for the share.

  • @CrazyFaizy
    @CrazyFaizy 3 года назад

    Wow this the awesome way to mail merge..... Only possible due to you Leila Gharani

  • @ClintPenrod
    @ClintPenrod 3 года назад +20

    What about saving individual PDFs for each record?

  • @tinpotcooker
    @tinpotcooker Год назад

    It really useful, thank you so much

  • @ChennaiFlame
    @ChennaiFlame 2 года назад

    Easy to understand 👍👌 keep posting 👍

  • @ranazaroonzaroon9615
    @ranazaroonzaroon9615 3 года назад

    best toturial ever

  • @BrianCarlson213
    @BrianCarlson213 2 года назад

    I'm trying to do an email merge with multiple rows of the data going into one email per unique email address. I see the NEXTIF field code, but I've only seen it used to create a multiple page document. Is there a way you know to send emails instead of page breaks? Use Case, notify users of one or many items they need to resolve with the data in a CSV with a many to one relationship of the rows to email addresses. BTW, you are the very best Microsoft Teacher out there!!!

  • @Meysamrez
    @Meysamrez 3 года назад

    Thank you so much Leila jan, it really helped 😊

  • @ShaikAmirHussain
    @ShaikAmirHussain 3 года назад

    Thanks for the video👍🏻

  • @wayneedmondson1065
    @wayneedmondson1065 3 года назад

    Hi Leila. Nice tutorial! Very instructive. Thanks for sharing :)) Thumbs up!!

  • @manojkumarkrishnamurthy1848
    @manojkumarkrishnamurthy1848 3 года назад

    I learnt something new today and thanks for this

  • @webseriesreviewtamil649
    @webseriesreviewtamil649 3 года назад

    You are a life saver

  • @IvanCortinas_ES
    @IvanCortinas_ES 3 года назад +2

    Thank you for this tutorial Leila. Perhaps it could also be interesting to see if it is possible to attach a different pdf document to each customer.

    • @LeilaGharani
      @LeilaGharani  3 года назад +5

      Coming up next week. Stay tuned :)

    • @fairlymoon448
      @fairlymoon448 3 года назад

      Omg yes!! This pls! And if multiple attachments...