Forms created in Microsoft Word can be used to compile data on groups such as clients, purveyors and prospects, and later extract and import the data to an Excel worksheet.

Open the Excel spreadsheet containing the data you want to display in your Word document. Select the data you want to appear in the Word document and press "Ctrl-C" to copy it.

Microsoft Word has a date field, but it's not easy to use in an expression. If you need to update dates in a document, use Excel to calculate the dates and then run a mail merge.