Vendor onboarding to D365 F&O using vendor collaboration and Azure B2B portal

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Posted on by aravindb07

Hi Team,

I have a requirement in which an external vendor should be able to register themselves as a prospective vendor to D365 F&O and users in D365 F&O can approve the request to convert them as vendors.

I know that this can be achieved using a collaboration between Azure B2B portal and D365 F&O.

Can someone please help me to understand below points?

1- How can the prospective vendor can sign up on customer website with anonymous access? (Step 1 in above picture)

2- How this anonymous prospective vendor data can be imported to D365 F&O?

3- How can we enable vendor registration wizard for this prospective vendor to register themselves in D365 F&O?

Any help is appreciated.

Thanks in Advance

Aravind B

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Guy Terry 28,886 Moderator on at

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RE: Vendor onboarding to D365 F&O using vendor collaboration and Azure B2B portal

Hi,

For point 1, this website is not provided by D365 F&O. Your customer would need to create it. The website should collect the information that you can see on the Prospective vendor registration requests screen in F&O (Procurement and sourcing > Vendors > Vendor collaboration requests).

For point 2, F&O provides several data entities which can be used to create new Prospective vendor registration requests. F&O also allows for new Prospective vendor registration requests to be created manually.

The setup for Point 3 is documented:

https://docs.microsoft.com/en-us/dynamics365/supply-chain/procurement/set-up-maintain-vendor-collaboration#set-up-workflows-to-process-vendor-collaboration-user-requests

If you have access to the Contoso demo dataset, you can see an example of how the workflow is configured in the USMF company at System administration > Workflow > User workflows.

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