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Hello,
We are starting to use the Vendor collaboration functionality in Dynamics 365 Finance and Operations. What we need is to allow external vendors, through the vendor portal, to upload attachments (such as PDF or Excel files) related to purchase orders or RFQs, and for internal users to be able to view those attachments inside Finance and Operations.
Before investing time in configuration, I would like to know if this scenario is supported out-of-the-box. If yes, could someone please guide me on the steps required to enable vendors to upload attachments? If not, what is the recommended approach to achieve this (customization, Power Automate, SharePoint integration, etc.)?
Thank you in advance for your guidance.
Attachments – Attachments can be added at both the header level and the line level of an RFQ case. Attachments can be classified as either internal or external. Internal attachments can be viewed only on the customer side, whereas vendors can view external attachments after they're sent.
Vendors can also add attachments on their bid reply. These attachments can be viewed on the customer side after a vendor submits the bid reply. Attachments that vendors add are always classified as external. To access an attachment that a vendor has submitted together with a bid, select Bid attachments or Bid line attachments.
To open attachments that were sent together with the RFQ case, use the document handling paper clip symbol on the reply.
Few more screenshots from other pages in Vendor collaboration screen:
If this helped, please mark it as "Verified" for others facing the same issue Keep in mind that it is possible to mark more than one answer as verified
Regards,
Neeraj Kumar
Thank you for your guidance. However, when I click the button you indicated, I am not able to upload or create any files. Please note that I am accessing the portal as an external vendor.
Could you please clarify why this is happening? Is there any configuration that needs to be done, or a specific role or permission that allows vendors to upload attachments?
Thank you in advance for your help.
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