Allow mailmerge using SharePoint (and/orOneDrive) based lists and documents
Allow mailmerge using SharePoint (and/orOneDrive) based lists and documents, as per: https://answers.microsoft.com/en-us/msoffice/forum/msofficesharepoint-msowinother-msoversion_other/word-mail-merge-with-excel-document-in-a/81cd913e-9a57-4bf8-99ca-a766b57b2531
Works fine on a local or mapped drive, and can work if you sync the files to a local drive, but it doesn't work on online files. Surely this should be the way forward?
Andrew Ashurst commented
Although the suggested workaround may work (I haven't tried it yet, just about to - https://answers.microsoft.com/en-us/msoffice/forum/all/word-mail-merge-with-excel-document-in-a/81cd913e-9a57-4bf8-99ca-a766b57b2531 ) It seems unsatisfactory that to get this working should need something described as a "workaround" at all. This is Word functionality that has been there for 20 years or more suddenly taken away. If some sync has to be created to make this work then it should do that in the background. As a user, all I should need to have to do is point to the file that has the list I want and then select the list (Excel table). Now that my organisation is being forced to use sharepoint storage and steered away from fileshares more and more gotchas like this are coming to light.
James Bowater commented
I can create a table in an Excel spreadsheet using a data source in SharePoint, but I cannot use a spreadsheet in SharePoint as a data source in Word!!!!
It's been over 15 years since SharePoint lists appeared. With the move to Microsoft 365 Business, SharePoint online and removal of on premise servers, it is even more imperative that SharePoint Lists are added as a data source. As well as mail merge between excel and word when they are stored in document libraries.
Toni Hunter commented
It's all fine to suggest syncing to an Excel document, but if I am half way through a mailmerge and spot that there is a mistake or omission in the data, I have to load sharepoint, change the data, close the Word document, reopen the Excel spreadsheet (because I cannot have it open at the same time as the Word mailmerge document) update the data, save the spreadsheet or wait for it to save, close the sheet, open word reselect the specific records required for the mailmerge and try again. It is stupidly time consuming when I should be able to connect to the data source in the SharePoint list directly!!