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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 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! 

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  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    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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