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Microsoft Dynamics 365 | Integration, Dataverse...
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Look up account records based on specific value of a field and create record in new entity

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Hi 
Hope you can help.
I have a custom entity Called Notifications and when a record is created in that entity i need to get all the associated accounts where a specific field matches that on the accounts records. Then create a list of those accounts found in another Custom entity called Notification list
We need to raise a Notification  request and on this is a field called van route.
We then need the system to find all the accounts with the same van route specified on the notification request.
Once this has been done we need the system to create a Notification list of all the accounts that have the same van route as the Notification request entity.
 
Example below Notification request van route is 95. Accounts that have a van route of 95 is 3 so i would need a Notification list creating for all 3 records.
 
Thanks for any help
 
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  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi partner,
    You can use power automate to create one automated flow to achieve it.
    1.Trigger:
    2.List rows to get account that van route is same with new created notification.
    3.Add a new row to create new notification list record:
    But i don't understand this: we need the system to create a Notification list of all the accounts that have the same van route. 
    How does a notification list contain multiple accounts?
    Is there any relationship between them?

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