Vendor collaboration 101 in Microsoft Dynamics 365 Finance and Operations one version

Vendor collaboration 101 in Microsoft Dynamics 365 Finance and Operations one version

sharing quick steps to get you up and suing vendor collaboration:

• Enable vendor collaboration for a specific vendor
• Define a User workflow from System administration > Workflow > User workflows [user request workflow (platform)]
• Include automated task of user provisioning
• Create vendor contact and allow access to vendor portal (Same D365 URL for vendor portal)
• User setup and link with the vendor contact using the person link:
• Define in system administration/ security / external roles 
• Add O365 user (hotmail also seen working with provider being https://sts.windows.net/hotmail.com/)
• Automatically after workflow is approved vendor user would show up in user list in D365FO
• Linked to vendor contact and also assigned with external roles (system,vendor,vendor admin)

One of the alternate way is to directly create a vendor collaboration user here or just create a user and assign vendor roles, then create vendor contact and allow for collaboration portal on vendor and then link the person in the vendor user