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?
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
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?
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
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
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
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
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..
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?
@@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?
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
Visit- dynamics365lab.com (Link in description)
Happy to see the video of vendor collaboration, no one make the video on this before
Very good channel to learn D365 . I'm waiting for functional modules. Thank you so much because of you i am learn SCM
Thanks vini , pls subscribe and recommend this channel to your friends and in LinkedIn
Great video - I'm glad I found your channel!! :)
Thanks for your support Elizabeth !
Thanks for sharing.. great video
Thank you for this tutorial. Great Video.
In work Item, can not Reassign ton continue the process.
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?
Add external role for vendor
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
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?
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
the vendor portal access is related to the licensing ?
Users need to be added as external user and they need to be assigned with user license
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?
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
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
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
@@TechTalks365 Tried with outlook account also but still user id not added.I think it requires azure Active Directory user id
Hi,
May I please ask; Are there additional licenses required for your vendors to use vendor collaboration portal?
Yea you are adding them as additional user in the system
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..
Yes, you can create RFQ without PR and no setup requried
"Assign user roles" is blank - can someone help with this
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
Obviously the password of the e mail address 🤔
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?
Great video, does it work with a gmail account? same process?
No it won’t
@@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?
@@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 !
@@TechTalks365 Awesome thanks, your channel is Gold!!!
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
Ok , which e-mail Id are you trying to use for vendor ? Are they gmail account ?
@@TechTalks365 outlook mail id
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?