When you create a new data source from within the Mail Merge task pane you cannot customize it.

Name: When you create a new data source from within the Mail Merge task pane you cannot customize it.
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Question

Quizplus · Accepted Answer

When you create a new data source from within the Mail Merge task pane, you can customize it by selecting the fields you want to include, sorting and filtering the data, and editing the field names and formats.

When You Create a New Data Source from Within the Mail