- 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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