Prerequisite: Dynamics 365 FO cloud, workflows, Azure setup for email invitations.
Select Vendor Collaboration PO option
Add vendor address and contact. Note the email is not for portal login.
Add vendor contact
Note the vendor contact vendor collaboration option is disabled
Add vendor contact email, address & other Info
Allow access. See the button under requests which helps track user access.
System prompt to allow access as confirmation
Provision user side form opens, provide justification and roles.
In the same contact form for tracking requests, go to the button “vendor user requests.”
To check the status, click on request ID
Track workflow and ask to approve
Approve vendor user request
Invitation in vendor email – accept
The vendor is asked to send code because the Gmail account
Enter the code
Accept the privacy permissions
Error when trying to log in.
Do not use consumer email like Gmail. See https://docs.microsoft.com/en-us/dynamics365/supply-chain/procurement/manage-vendor-collaboration-users
Repeat the same process with a commercial email address. This is the screen for the vendor portal.