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Customer experience | Sales, Customer Insights,...
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Bulk create work order for multiple customers

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I need to create the same work order for approx 1,000 customers. These are existing customers and I want to action the same activity against each profile. Is there a way to bulk upload the work order? or some other way to easily create the same work order for a list of customers?

  • Suggested answer
    RE: Bulk create work order for multiple customers

    Hi Brian Tobin ,

    You can use Power automate for creating the same work order for multiple customers

    Steps:

    1. create an instant flow
    2. List the customers(add filters if any) in Dataverse connector
    3. Use Apply to each control and loop the listed customers
    4. Inside the Apply to each, add the work order and work order details as you need
    5. save and run

    This flow will create the same work order for all the listed customers

    If this answer helps you, like and verify my answer

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