Contents
Types and structure of form letters
- Mail merge wizard.
- Main document, mail merge fields, placeholders.
- Create, test and print mail merge.
Create data sources
- Working with address files.
Sorting and filtering data records
- Know and define criteria for sorting.
- Filter data records.
- Use AND and OR operations.
Set rules and conditions
- Condition fields, nested if-conditions and rules.
- Position text.
- Define and arrange mail merge fields.
- Numbering and breaks in serial letters.
Create and import data sources
- Control files from text or Excel tables.
Special output formats and print formats
- labels, envelopes, directories or e-mails.
Professional tips and tricks
- Tips and tricks for using Microsoft Copilot
Learning environment
Methods
experts, practical tasks and exercises.
Please use a notebook with the Microsoft Office program for Windows (version 2016/2019/2021/O365) installed.
We recommend that you work with two screens so that you can participate in the training in the best possible way.
Recommended for
Anyone who works with Microsoft Excel 2016/2019/2021/O365 or the corresponding Microsoft Office versions for Windows and would like to use the mail merge function more efficiently in the future.
Further recommendations for "Microsoft Word: Working efficiently with the mail merge function"
Seminar evaluation for "Microsoft Word: Working efficiently with the mail merge function"







Start dates and details

Wednesday, 30.07.2025
09:00 am - 1:00 pm

Wednesday, 19.11.2025
1:00 pm - 5:00 pm