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Suggested Mon, 03 Jul 2017 08:40:35 GMT by Dennis ThiePlanned Short Term
Category: Vendor portal

I would suggest to extend the vendor collaboration functionality to allow for external users of vendors to manage the vendors' master data and addresses, contact details, etcetera.

It would be required that the organization has control over which master data can be changed. Some changes could also require approval, both from the vendor and within the organization using Dynamics 365 for Finance and Operations, so any form of (simple) workflow would extend the possible use of this functionality

Status Details

 

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

 

Sincerely,

Mai Kirknel

PM, Microsoft 

 

Comments (2)
  • Great to see this implemented as part of Fall release 7.3.

    Vendor collaboration

    Vendor collaboration has been extended to enable vendors to view and selectively maintain their own company information, such as contact information, business identification data, procurement categories, and certifications.+

    • The vendor can view and respond to RFQs, which includes the ability to receive and upload attachments. The collaborative interface allows the vendor to receive information about the awarded or lost bids.
    • In public sector configurations, RFQs can now be published and exported as entities via data management. This enables the data to be consumed and exposed in a customer-hosted public website.
    • A new workflow-supported process, Vendor onboarding, can facilitate the addition of new vendors to Dynamics 365 for Financial and Operations. The vendor is invited to register based on a signup request imported via entities or based on a request entered directly in Financial and Operations.
    • The registration process provisions the person representing the vendor with a user account that has restrictive security roles and then invites the user to register by completing a wizard-guided process. The guided registration process prompts for data ,such as contact information, business identification data, procurement categories, and questionnaire answers. The information entered by the vendor contact person is populated in a vendor request and after the information has been approved via a workflow process, a new vendor account is created.
  • Thanks Mai, much appreciated! Looking forward to seeing this idea realized. Don't hesitate to contact when you or your time wants to discuss on ideas.