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I want to know how the accounts are created after the vendors are imported into Dynamics CRM. Is there any approval required? If yes, how many levels of approval is required( Is it customizable? After approval how the access to CRM by these imported vendors are managed? Since these customers are existing customers of the organisation, will they be sent any email to access the CRM?
I need to create the workflow for the vendor. The organisation has vendor already in their system. They want to use Dynamics 365 to for customer engagement.
I have checked how the new vendors can be onboarded and how the accounts will set up in Azure AD after required approval is done by the procurement personnel.
Any input is highly appreciated.
Account import does not require approval.
Please refer to these two articles to know how to import accounts:
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