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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... What's the best wa...

Customer experience | Sales, Customer Insights,...

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What's the best way to make all account name format's the same?

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Posted on by HarrisonGDA

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Hi All,

I have about 50,000+ accounts here however, over the years the naming conventions for the accounts are all over the place.

Does anyone have any suggestions on how I can make them all the same type?

right now they range from BOBSBURGERS to BobsBurgers to bob burgers.

Anyone have any suggestions on how I could make them all the same without editing each individual accounts?

Any suggestions would be much appreciated!

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Bipin D365 28,985 Moderator on at

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Hi,

Try creating power automate to achieve your requirement.

List rows actions can be used to fetch account records.

learn.microsoft.com/.../list-rows

Various string functions can be used to format name

www.enjoysharepoint.com/.../

Then use update A Row to update account with correct format

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