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Dynamics 365 Vendor Onboarding Process
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- Data Integration
- Prospective vendors can apply via website or organization contact
- Data can be integrated through OData or Data Management Framework
- Initial vendor data appears in Procurement & Sourcing > Vendor collaboration requests
- Onboarding Workflow
- Workflow setup required for vendor onboarding process
- Procurement personnel reviews and approves vendor requests
- Azure AD B2B user accounts can be created manually or automatically
- Automated setup requires D365FO app registration and API permissions
- Vendor Registration
- Prospective vendors complete registration wizard through email invitation
- Registration includes business information and optional questionnaire
- Approved vendors gain full access to collaboration portal
- Author Information
- Sandeep Chaudhury has 10+ years Dynamics AX experience
- Expertise in various modules including Project Management and Procurement
- Works with Dynamics AX versions 2012 R2 to AX 7