EPISODE 55 | Vendor Collaboration Module in Dynamics 365 Finance and Operations ( Part 1 )

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  • Опубліковано 6 січ 2025

КОМЕНТАРІ •

  • @TechTalks365
    @TechTalks365  5 місяців тому

    Visit- dynamics365lab.com (Link in description)

  • @chandrasekardevarajan6042
    @chandrasekardevarajan6042 2 роки тому +1

    Happy to see the video of vendor collaboration, no one make the video on this before

  • @vinik2874
    @vinik2874 2 роки тому +1

    Very good channel to learn D365 . I'm waiting for functional modules. Thank you so much because of you i am learn SCM

    • @TechTalks365
      @TechTalks365  2 роки тому +1

      Thanks vini , pls subscribe and recommend this channel to your friends and in LinkedIn

  • @elizabethhancock3764
    @elizabethhancock3764 2 роки тому +1

    Great video - I'm glad I found your channel!! :)

    • @TechTalks365
      @TechTalks365  2 роки тому

      Thanks for your support Elizabeth !

  • @santoshkumar-oo5ke
    @santoshkumar-oo5ke 2 роки тому

    Thanks for sharing.. great video

  • @omarchaari1278
    @omarchaari1278 2 роки тому

    Thank you for this tutorial. Great Video.
    In work Item, can not Reassign ton continue the process.

  • @gabrielrodriguez452
    @gabrielrodriguez452 Рік тому +2

    Great video!
    I'm testing the part of "provision vendor user," but the section "Assign user roles" is empty. Is there any additional configuration needed for the roles to be available?

  • @K57THAILEHAINGAN
    @K57THAILEHAINGAN 3 місяці тому

    How do I set up the user for multiple entites/companies? As I understand once the email address is in the Users list, we cannot add another one for different companies/entities

  • @sahdeoverma9247
    @sahdeoverma9247 10 місяців тому

    I created one RFQ from Requisition when the RFQ was bidded by vendor portal and accepted, it got updated in PO requisition but I am not able to approve the requisition.
    Can someone help me out?

  • @bryanysherwood8668
    @bryanysherwood8668 2 роки тому

    Can a vendor add an attachment that is not linked to a PO? For example, if they wanted to share a document with the customer but did not want it attached to a specific PO etc

  • @Mahaseenrecords
    @Mahaseenrecords 6 місяців тому +1

    the vendor portal access is related to the licensing ?

    • @TechTalks365
      @TechTalks365  6 місяців тому +1

      Users need to be added as external user and they need to be assigned with user license

  • @Mahaseenrecords
    @Mahaseenrecords 5 місяців тому

    How to send notifications to vendors when we click "Send" in an RFQ? How do we get notified if a vendor replies with a bid?

    • @TechTalks365
      @TechTalks365  5 місяців тому +1

      yes the F&O will receive the notification in the bell icon , or you can also create power automate flow to trigger a e- mail to the person InCharge if vendor replies

  • @niteshkaushik7708
    @niteshkaushik7708 Рік тому

    Thanks for valuable knowledge
    But I have one concern. I have done all setup according to this video all workflow approvals done but user id is not added in User page
    I am using my personal gmail id to add as vendor

    • @TechTalks365
      @TechTalks365  Рік тому

      In short, why don’t you use a personal Microsoft account, as indicated in this video, and try again? Try creating a personal Outlook account and use vendor collaboration. You may need to follow a few additional steps to make Gmail work

    • @niteshkaushik7708
      @niteshkaushik7708 Рік тому

      @@TechTalks365 Tried with outlook account also but still user id not added.I think it requires azure Active Directory user id

  • @thapelomaphosa5857
    @thapelomaphosa5857 2 роки тому

    Hi,
    May I please ask; Are there additional licenses required for your vendors to use vendor collaboration portal?

    • @TechTalks365
      @TechTalks365  2 роки тому +2

      Yea you are adding them as additional user in the system

  • @sureshkumar-gn8bt
    @sureshkumar-gn8bt 2 роки тому

    Great explanation, your videos are very helpful to all.. Just I have small clarification, Is it possible to create RFQ without PR, If possible any setup is required? Plz. let me know..

    • @MuhammadSadiqsap
      @MuhammadSadiqsap Рік тому +2

      Yes, you can create RFQ without PR and no setup requried

  • @EK-zd4tp
    @EK-zd4tp Рік тому

    "Assign user roles" is blank - can someone help with this

  • @educorner2024
    @educorner2024 2 роки тому

    Hello sir, i have attached mail and given access for vendor collaboration but which password i will use to login vendor account ?
    Please guide me

    • @TechTalks365
      @TechTalks365  2 роки тому

      Obviously the password of the e mail address 🤔

  • @jurijusmirosnicenko4176
    @jurijusmirosnicenko4176 2 роки тому

    Looks nice in theory. can someone share success story? like "we have reached that 50 % of our 1000 PO/month portfolio are managed thru vendor colaborator?

  • @thapelomaphosa5857
    @thapelomaphosa5857 2 роки тому

    Great video, does it work with a gmail account? same process?

    • @TechTalks365
      @TechTalks365  2 роки тому

      No it won’t

    • @thapelomaphosa5857
      @thapelomaphosa5857 2 роки тому

      @@TechTalks365 it actually works, I tested it not so long ago. There's an option to login using a code (which Microsoft sends to your gmail account) and it works.
      I am assuming to login to D365 with your outlook account you just use your outlook account's password?

    • @TechTalks365
      @TechTalks365  2 роки тому

      @@thapelomaphosa5857 yes true .. it did not worked when I tested it almost 12 months back . Great to know it works with g mail now . Thanks !

    • @thapelomaphosa5857
      @thapelomaphosa5857 2 роки тому

      @@TechTalks365 Awesome thanks, your channel is Gold!!!

  • @nikithkumarreddykamalapura4584
    @nikithkumarreddykamalapura4584 2 роки тому

    I am practicing with your videos in this episode while creating contacts getting this error "
    Unable to write data to entity contacts.Unable to lookup msdyn_vendors with values {0000132,ffe4140e-cfee-4711-914b-10bb66f9465c}." Please help me on this

  • @yarsalanpk
    @yarsalanpk Рік тому

    Hi, I followed your the steps of video and user is now successfully created, but what password I will use to login with that user?