Microsoft 365 Tip of the Week

Tip of the Week! How to Mail Merge from Excel to Word + Scams & Copilot

Written by Aaron Kreps | Mar 12, 2026 5:00:00 PM
  • Send personalized bulk emails quickly using Microsoft Word, Outlook, and Excel.
  • How scammers take advantage of big events like March Madness.
  • Use Copilot to turn a simple prompt into a detailed document.

 

Microsoft 365

Do you need to send hundreds of similar emails at once? If so, you might assume you need an expensive CRM, but Microsoft Word, Outlook, and Excel can handle this task together. By creating a simple template and connecting it to a contact list, you can send personalized emails to your entire list in minutes. While a CRM can make this process easier, this method works well if you do not currently have one. 

Title: How to Mail Merge in Word, Excel & Outlook (Full Guide)

Viewing Time: about 7 minutes


Checkout Kevin Stratvert: https://www.youtube.com/@KevinStratvert

Cybersecurity

Whenever a major event involves people spending money, scammers usually follow. With March Madness around the corner, many fans will be searching for tickets, which creates opportunities for phishing links and fake listings. Before clicking a link or sharing sensitive information, it is important to pause and verify the source. While the example here is March Madness, these same tactics are used for concerts, travel, and other high demand events. Knowing what to watch for can help you avoid costly scams.

Title: Scammers are targeting March Madness fans, experts warn

Viewing Time: about 2 minutes

Checkout CBS San Diego: https://www.youtube.com/@cbs8sandiego  

 

AI

Getting started is often the hardest part of creating a document, especially when the task feels tedious. Microsoft Copilot can help by turning a simple prompt into a detailed document in seconds. Instead of starting with a blank page, you can generate a structured draft that you can quickly refine. What makes Copilot especially powerful is that it can combine information from your Microsoft 365 environment with online sources, helping you create more complete documents faster.

If you are interested in going beyond prompting and building a stronger AI strategy, join our AI webinar on March 26th: AI Office Hours

 

Title: Word Agent: Create documents from your work with Copilot Chat

Viewing Time: about 1 minute

Checkout Microsoft: https://www.youtube.com/@Microsoft365