Prerequisite: Dynamics 365 FO cloud, workflows, Azure setup for email invitations.
Create vendor
![](https://axshah.files.wordpress.com/2022/06/image.png?w=1024)
Select Vendor Collaboration PO option
![](https://axshah.files.wordpress.com/2022/06/image-1.png?w=1024)
Add vendor address and contact. Note the email is not for portal login.
![](https://axshah.files.wordpress.com/2022/06/image-2.png?w=1024)
Add vendor contact
![](https://axshah.files.wordpress.com/2022/06/image-3.png?w=1024)
Note the vendor contact vendor collaboration option is disabled
![](https://axshah.files.wordpress.com/2022/06/image-4.png?w=1024)
Add vendor contact email, address & other Info
![](https://axshah.files.wordpress.com/2022/06/image-5.png?w=1024)
Allow access. See the button under requests which helps track user access.
![](https://axshah.files.wordpress.com/2022/06/image-6.png?w=1024)
System prompt to allow access as confirmation
![](https://axshah.files.wordpress.com/2022/06/image-7.png?w=1024)
Provision user side form opens, provide justification and roles.
![](https://axshah.files.wordpress.com/2022/06/image-8.png?w=734)
In the same contact form for tracking requests, go to the button “vendor user requests.”
![](https://axshah.files.wordpress.com/2022/06/image-9.png?w=1024)
To check the status, click on request ID
![](https://axshah.files.wordpress.com/2022/06/image-10.png?w=1024)
Track workflow and ask to approve
![](https://axshah.files.wordpress.com/2022/06/image-11.png?w=1024)
Approve vendor user request
![](https://axshah.files.wordpress.com/2022/06/image-12.png?w=724)
![](https://axshah.files.wordpress.com/2022/06/image-13.png?w=1024)
![](https://axshah.files.wordpress.com/2022/06/image-14.png?w=1024)
Invitation in vendor email – accept
![](https://axshah.files.wordpress.com/2022/06/image-15.png?w=1024)
The vendor is asked to send code because the Gmail account
![](https://axshah.files.wordpress.com/2022/06/image-16.png?w=830)
Verification code
![](https://axshah.files.wordpress.com/2022/06/image-17.png?w=1024)
Enter the code
![](https://axshah.files.wordpress.com/2022/06/image-18.png?w=938)
Accept the privacy permissions
![](https://axshah.files.wordpress.com/2022/06/image-19.png?w=668)
Error when trying to log in.
![](https://axshah.files.wordpress.com/2022/06/image-20.png?w=1024)
Do not use consumer email like Gmail. See https://docs.microsoft.com/en-us/dynamics365/supply-chain/procurement/manage-vendor-collaboration-users
![](https://axshah.files.wordpress.com/2022/06/image-21.png?w=1024)
Repeat the same process with a commercial email address. This is the screen for the vendor portal.
![](https://axshah.files.wordpress.com/2022/06/image-22.png?w=1024)
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