Need to clean account names

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Posted on by Rav_Singh

Hi Team,

We have users entering data against an account name which needs a clean up. Like Company A - AUDIT, Company B - RETAIL etc. Since we are on cloud and do not have access to database, I am unable to figure out a functional/OOB way to clean the above data.

My purpose is to remove '-Audit', '-Retail' from the account names. I have a handful number of items that can be against an account name.

Any suggestions would be helpful.

Thanks!

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Rav_Singh 75 on at

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RE: Need to clean account names

THanks!
Rav_Singh 75 on at

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RE: Need to clean account names

Thanks Goutam.
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erhan.keskin 2,247 on at

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RE: Need to clean account names

You can export data and update in Excel and import it. So, this is OOB feature.
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gdas 50,085 on at

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RE: Need to clean account names

Hi Rav,

You can use OOB excel export/import functionality. Please have a look below reference -

dyn365pros.com/.../
Rav_Singh 75 on at

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RE: Need to clean account names

I have thousands of account records. I cant have multiple workflows to update account name field.

Correct me if i misunderstood.
erhan.keskin 2,247 on at

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RE: Need to clean account names

Hi,

Can't you update names with WFs?

Regards,