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Merging your contacts into Microsoft Word

From: Outlook 2007 Power Shortcuts

Video: Merging your contacts into Microsoft Word

Did you know that Microsoft Word can create a Mail Merge from data in your Outlook Contacts? That way if you'd like to create mailing labels or a form letter based on your Outlook contacts or a subset of them, you can. This video will show you how to get started with that process. We'll need to decide if we want to include all of our Outlook contacts or just a subset. If we want to include all of them, then we're set and can skip the next step but to select only certain contacts do one of the following.

Merging your contacts into Microsoft Word

Did you know that Microsoft Word can create a Mail Merge from data in your Outlook Contacts? That way if you'd like to create mailing labels or a form letter based on your Outlook contacts or a subset of them, you can. This video will show you how to get started with that process. We'll need to decide if we want to include all of our Outlook contacts or just a subset. If we want to include all of them, then we're set and can skip the next step but to select only certain contacts do one of the following.

Either A) click one and then hold down Ctrl while clicking additional contacts or B) use the Filter feature discussed in the previous video to narrow down your contacts to just those you'd like to include. When we're done pull down the Tools menu and choose Mail Merge. In the dialog box that appears, specify either only the selected contacts or all the contacts in the current view. For a traditional Mail Merge, go ahead and leave all contact fields turned on.

If you already have a document created in Microsoft Word, you can use the Browse button down below to select it. For now, we'll create a brand-new one. At the bottom, we'll choose to create either a Form Letter, Mailing Label, Envelopes or Catalog. Today we'll do Mailing Labels. When I press OK, the data is passed onto Microsoft Word and it reminds me that I need to specify the type of mailing labels that I am using. Now I can finish my letter, labels, envelopes or catalog using the standard Microsoft Word Mail Merge process.

If you're not familiar with the Microsoft Word Mail Merge process, the lynda.com Library has a variety of titles that explain this in depth. Our next and final video for Chapter 6 explains how to customize the appearance of a business card. This is useful when you want to pass it on to someone else via email.

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This video is part of

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Outlook 2007 Power Shortcuts

67 video lessons · 7518 viewers

David Diskin
Author

 
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  1. 1m 9s
    1. Welcome
      1m 9s
  2. 18m 5s
    1. Finding a contact in seconds
      50s
    2. Viewing Outlook in multiple windows
      56s
    3. Sending a text (SMS) message from Outlook
      1m 6s
    4. Viewing the schedule for an entire group
      1m 56s
    5. Setting your default Address Book
      1m 28s
    6. Color-coding important messages
      2m 4s
    7. Sending business cards via email
      1m 5s
    8. Using Quick Parts to avoid retyping
      2m 37s
    9. Adding hyperlinks to an email
      2m 54s
    10. Conducting a vote via email
      3m 9s
  3. 24m 31s
    1. Working with folders and subfolders
      2m 43s
    2. David's Rule of Email Organization
      2m 15s
    3. Staying organized with shortcut keys
      1m 48s
    4. Three ways to change how your Inbox displays
      2m 32s
    5. Deleting old messages
      2m 2s
    6. Three automatic rules for incoming messages
      4m 28s
    7. Creating a rule that replies with a message
      2m 0s
    8. Four ways to deal with junk email
      3m 0s
    9. Two ways to find an email
      1m 56s
    10. Repeating searches with Search Folders
      1m 47s
  4. 26m 4s
    1. Seven shortcut keys for sending emails
      1m 35s
    2. Three ways to use your Address Book
      2m 3s
    3. Three ways to send email to lists or groups of people
      2m 30s
    4. Five ways to use the Bcc field
      3m 22s
    5. Five ways to use formatting effectively
      2m 13s
    6. Three ways to spice up the occasional email
      2m 9s
    7. Four faster ways to attach a file to an email
      2m 1s
    8. Skipping attachments altogether
      1m 39s
    9. Sharing your Calendar via email
      1m 47s
    10. Marking an email for follow-up
      1m 6s
    11. Setting up multiple signatures
      2m 15s
    12. Two unusual ways to use the Drafts folder
      2m 6s
    13. Holding an email in your Outbox
      1m 18s
  5. 8m 16s
    1. Five ways to create a task
      2m 54s
    2. Three ways to view your tasks
      1m 8s
    3. Three ways to change task due dates
      1m 13s
    4. Four ways to customize your Tasks folder
      1m 57s
    5. Setting task reminders (alarms)
      1m 4s
  6. 14m 42s
    1. Four ways to reschedule an appointment
      1m 51s
    2. Four ways to track appointment details
      2m 9s
    3. Creating recurring appointments
      1m 33s
    4. Two ways to clone an appointment
      1m 20s
    5. Working with time zones
      1m 59s
    6. Setting the time zone of an appointment
      1m 39s
    7. Changing the time scale
      45s
    8. Finding an appointment quickly
      58s
    9. Using the Calendar with shortcut keys
      2m 28s
  7. 11m 10s
    1. Adding a photo to a contact
      55s
    2. Tracking birthdays and anniversaries
      1m 3s
    3. Getting directions to a contact's address
      59s
    4. Three ways to customize your Contacts list
      1m 40s
    5. Adding a field to your Contacts list
      1m 12s
    6. Filtering your Contacts list
      1m 16s
    7. Merging your contacts into Microsoft Word
      2m 0s
    8. Customizing a business card's appearance
      2m 5s
  8. 16m 2s
    1. Using Outlook Today
      1m 8s
    2. Navigating through Outlook with the keyboard
      1m 3s
    3. Organizing by category
      2m 51s
    4. Setting an out-of-office message
      2m 14s
    5. Working offline
      1m 58s
    6. Ten email netiquette tips
      4m 4s
    7. Six tips for supervisors and managers
      2m 44s
  9. 3m 58s
    1. Customizing the Navigation pane
      57s
    2. Customizing other panes
      1m 45s
    3. Customizing the Quick Access Toolbar
      1m 16s
  10. 54s
    1. Additional resources
      54s

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