Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

Vendor Portal: data isolation

(0) ShareShare
ReportReport
Posted on by 5

Is it possible for each vendors to have  his/her own portal? Currently using Vendor Portal but information of 1 vendor can be seen by other vendors in the portal

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,965 Super User 2025 Season 1 on at
    RE: Vendor Portal: data isolation

    Hi Mika,

    The out of the box security roles Vendor admin (external) and Vendor contact (external) do have a security policy implemented where these external users can only see data with a restriction to their own vendor record. If you have a custom role, you can activate the same policy by providing a security policy contect string PolicyForVendorRoles on the security role.

  • Dom-6 Profile Picture
    Dom-6 85 on at
    RE: Vendor Portal: data isolation

    Is it possible for each vendors to have  his/her own portal? 

    • YES, vendor can login to the portal and view his own information through vendor portal interface with some configuration in F&O.

    Currently using Vendor Portal but information of 1 vendor can be seen by other vendors in the portal

    • Infomation of one vendor cannot be seen by other vendor in the portal unless vendor contact is same for the multiple vendors and vendor contact should have credentials to view other vendor information. But if the vendor has one contact person it is not possible to view other vendor information.
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,297 Most Valuable Professional on at
    RE: Vendor Portal

    Does vendor portal mean Vendor collaboration? their vendor cant see other vendor details.

  • Suggested answer
    Charlotte X Profile Picture
    Charlotte X on at
    RE: Vendor Portal

    Hi Mika,

    As far as I know, there is no such setup in the system. But I think you can provide access to the specific vendors for vendor collaboration in D365 by creating a security role or privilege.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,965 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,817 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans