Overview of Vendor collaboration portal in Microsoft Dynamics 365 Finance and Operations apps

Overview of Vendor collaboration portal in Microsoft Dynamics 365 Finance and Operations apps 

Steps for Purchasing agent/Buyer/AP

Create vendor in D365
Enable collaboration
Add contact with email
Enable contact for collaboration
Provision vendor user for the vendor contact
Setup user workflow to enable vendor user provisioning
Define external roles for vendor
Create PO and after approval, send PO to vendor for confirmation

Steps for Vendor user

Sign in to D365 using vendor user
Use workspace – Purchase order confirmation
Update/Approve/Reject PO