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Create a power automate flow - Smart Audit Customer & SMART Audit Equipments are dataverse tables. Trigger: Smart Audit Customer is added or modified -

Create a power automate flow -
Smart Audit Customer & SMART Audit Equipments are dataverse tables.
Trigger: Smart Audit Customer is added or modified --filter( Customer lookup contains data)
Action: Create and/or update equipment records.
When a D365 customer (Customers V3) is related to a smart audit customer (Customer lookup), create Smart Audit Equipment records for all active assets in D365(Lifecycle State = Active).
If on create, then create new records for all equipment.
If on update, then some equipment records might already exist and then we need to patch the D365 Equipment lookup column and all fields other than serial number. Match on the serial number.
First populate values from Asset. Second populate Current Gear from Asset Attributes.
Customer Equipment Asset Entity View V3(mserp) Asset Management Asset Attributes (mserp)
Serial Number (text) Serial Number
Manufacturer Manufacturer
Model Model
Line Number Functional location
Sub Type Asset type
Current Gear Value
(filter using Asset =[D365 Equipment], Attribute Type = "Current Gear")
In SMART Audit Customers, arb_customer is the lookup column to Customer V3 table.
In SMART Audit Equipment, arb_serialno is the lookup column to Assets entity view v3 table.
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