Day 2: Enabling Vendor Collaboration in Dynamics 365

"As we continue the Vendor Collaboration series, today’s focus is on how to enable vendor collaboration for an existing vendor in Dynamics 365. This feature allows vendors to manage purchase orders, submit invoices, and track consignment stock directly within the system, streamlining collaboration. Let’s go through the step-by-step process."

Steps to Enable Vendor Collaboration:

1. Navigation: Go to Procurement and sourcing > Vendors > All vendors.
2. Select the Vendor Record: Choose the vendor for whom you want to enable collaboration and open the record in Edit mode.
3. Activate Collaboration: Scroll down to the Collaboration activation field, and you’ll see three options:

4. Enable Purchase Order Price Visibility: Ensure the Purchase order prices/amount option is set to Yes if you want the supplier to see the price information.

Adding Vendor Contacts:

Once vendor collaboration is enabled, you can add vendor users (contacts) who will access the collaboration portal.

1. In the same vendor record, go to Contacts > Add contacts.
2. Fill Contact Details: Enter the first name, last name, email address, and other required details, then click Save.

3. Provision Vendor User: Once saved, the option to Provision vendor user will become available. Click on it.

4. Specify Vendor Email and Business Justification: Provide the necessary details, then enable the Vendor collaboration access allowed option and assign the relevant security roles for the vendor user.

Click Submit to finalize the setup.

Approving Vendor Collaboration User Requests:

1. Vendor collaboration user requests can be reviewed in Vendor collaboration > Contacts > Vendor collaboration user requests.
2. The status of a new request will be Pending approval.
3. Once the workflow is approved, the status changes to Completed, and the new vendor user will be created in Dynamics 365.

Conclusion:

Enabling Vendor Collaboration in Dynamics 365 simplifies the onboarding process and facilitates smoother communication with vendors. By granting secure access to the collaboration portal, vendors can easily manage orders and invoices without external systems, enhancing efficiency across the supply chain.

?? Looking Ahead! That wraps up Day 2 of the series! Stay tuned for more updates as we continue to explore Vendor Collaboration in Dynamics 365.

?? Questions? If you have any questions about enabling vendor collaboration or other aspects of supply chain management in Dynamics 365, feel free to drop them in the comments. I’d love to discuss and help!

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