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How to Use Outlook Contacts as the Recipient List for a Word 2013 Mail Merge

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Updated:  
2016-03-27 11:46:52
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From The Book:  
Word 2010 For Dummies
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Assuming that you use Microsoft Outlook as your e-mail program or contact manager and Word 2013, and assuming that it contains information you want to use in a mail merge, you can follow these steps to create a recipient list:

Open your Mail-Merge template. On the Mailings tab, in the Start Mail Merge group, choose Select Recipients→Choose from Outlook Contacts.

This will link to Outlook.

If necessary, select your profile from the Choose Profile dialog box and click OK.

If necessary, select your profile from the Choose Profile dialog box and click OK.

This is an optional step.

In the Select Contacts dialog box, choose a contact folder.

In the Select Contacts dialog box, choose a contact folder.

Contact folders are created in Outlook, not in Word.

Click OK.

Click OK.

This saves your choice.

Use the Mail Merge Recipients dialog box to filter the recipient list.

Use the Mail Merge Recipients dialog box to filter the recipient list.

The simplest way to do this, if the list isn’t too long, is simply to remove the check marks by the names of the individuals you don’t want in the list. You can also click the Filter link in the dialog box to do more advanced filtering.

Click OK when you’re done culling the recipient list.

The next step in the painful experience known as Word mail merge is to insert fields into the master document.

About This Article

This article is from the book: 

About the book author:

Dan Gookin has been writing about technology for 20 years. He has contributed articles to numerous high-tech magazines and written more than 90 books about personal computing technology, many of them accurate.
He combines his love of writing with his interest in technology to create books that are informative and entertaining, but not boring. Having sold more than 14 million titles translated into more than 30 languages, Dan can attest that his method of crafting computer tomes does seem to work.
Perhaps Dan’s most famous title is the original DOS For Dummies, published in 1991. It became the world’s fastest-selling computer book, at one time moving more copies per week than the New York Times number-one best seller (although, because it’s a reference book, it could not be listed on the NYT best seller list). That book spawned the entire line of For Dummies books, which remains a publishing phenomenon to this day.
Dan’s most recent titles include PCs For Dummies, 9th Edition; Buying a Computer For Dummies, 2005 Edition; Troubleshooting Your PC For Dummies; Dan Gookin’s Naked Windows XP; and Dan Gookin’s Naked Office. He publishes a free weekly computer newsletter, “Weekly Wambooli Salad,” and also maintains the vast and helpful Web site www.wambooli.com.