Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

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

Posted on by 15

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! 

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: What's the best way to make all account name format's the same?

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans