After my last blog, I thought to document end to end process along with setup for vendor collaboration portal so that customer can extend this feature to its vendors and utilize D365 F&O with maximum capacity. So lets start with this:

Step-1: Setup External Roles

Step-2: Set up workflow for new user creation.

Step-3: Enable vendor for vendor collaboration.

Navigate to vendor master and enable for vendor.

Step-4: Add contact and Provision Contact as user

Step-5: Review Vendor collaboration request and Approve

Step-6: Login to the portal

That’s it for this blog, in next blog I will be talking about the processor activities which we can do with vendor portal.

Thank you!!! Keep reading and sharing!!!