Microsoft Dynamics 365 Vendor Collaboration- Part One

Dynamics 365 Supply Chain Management

The vendor collaboration interface in Dynamics 365 Finance and Operations allows external vendor users to access limited information about purchase orders, invoices, and consignment stock.
Vendors can directly work within the system and take actions on various documents, enhancing communication channels between companies and vendors.
Pre-requisite steps for configuring vendor collaboration include assigning security external roles, designing vendor user request workflows, and creating and defining vendor contacts.
Security external roles can be assigned through the System Administration → Security Roles → External Roles navigation.
Vendor user request workflows can be designed under System Administration → Workflow → User Workflow.
The configuration flow includes steps such as creating a new workflow, approving user requests, provisioning Azure AD B2B users, and notifying new users.
The process involves setting up security roles, approval workflows, and automated provisioning to enable vendors to collaborate effectively within the system.
It is essential to follow the outlined steps carefully to ensure a smooth implementation of the vendor collaboration module in Dynamics 365 Finance and Operations.

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