Customer Engagement & Dynamics CRM Forum

Bulking moving of Service Accounts

  • 1.  Bulking moving of Service Accounts

    Posted Mar 24, 2021 11:21 AM
    I am trying to determine the best way to move a list of Service Accounts from one Billing account to another.  Can this be done by using Excel Online and just updating template with the new billing account or do you recommend another method?

    #CustomerEngagement
    #FieldService​​​​

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    K Crawford
    National Power
    Raleigh, NC
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