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Hi
We’re currently implementing Dynamics 365 Finance and reviewing our (clunky) manual process around vendor creation. I’ve seen a flow that works with Forms to create a record in the prospective customers table however we don’t plan to use B2B vendor collaboration as we’re too small.
Are there any other solutions out there? In particular we want to import vendor bank details from the vendor which will eliminate a step of having to independently verify those details by phone
Thanks in advance
Hi HalfaB,
When reading your question, I'm getting confused. Can you tell what exact features you need? From where do you want to import a bank account? What validation options do you expect?
Hi Andre
Ideal scenario is Vendor populates a form which when submitted creates a new vendor record in the system which is checked, missing detail added and approved.
If that is problematic the other scenario is where we would create the vendor record and then have an automated process for the vendor to submit their bank details (using flow & forms)which will update the record.
This eliminates the risk of someone changing bank details (to their own) and the finance dept having to independently verify bank details by phone.
Thanks
Thanks for the clarification. I now understand the question.
You have to check the bank account number anyway. Who confirms that the vendor's employee is providing the correct number? Also note that if the vendor will get access to the system, he might need a user license. Check the licensing guide and see if your scenario is not considered as multiplexing.
Thanks André. If the vendor has provided those details we have no requirement to check again.
I’ve seen solutions using MS Forms and Power Automate however as mentioned they seem to using the Vendor portal which as you said has license implications
I would still prefer to check the bank account. Note that there will be a new Customer self service portal in the near future. You might have a look how this will be done and create on the same technology one for the vendors.
docs.microsoft.com/.../customer-self-service-experiences.
I think the customer portals might be based on Power App Portals. (which also might have a license impact).
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