 
This video shows how an organization can invite new vendors to register and then route the vendor's information
to people in the organization who can  approve the vendor's request.
The end result is that a new vendor account is created.
In this scenario, the customer's organization owns Microsoft Dynamics 365 for Finance and Operations where the process is carried out.
The parties involved in this scenario include: a contact person at the vendor's company,
the customer's organization that starts the process,
and one or more people at the customer's organization who review, approve, or reject the new vendor account.
A vendor signs up on a website that is hosted by the customer. This website is anonymously accessible. The request is imported in to Finance and Operations.
The customer starts the process to create a new user account.
The vendor user account will have limited access to Finance and Operations, which uses Azure business-to-business collaboration, also known as B2B.
The new vendor signs in to Finance and Operations and enters his or her information in a registration wizard.
This creates a vendor request, which is routed to relevant people in the customer's organization.
Upon approval, a vendor account is created. The new user can now access specific areas in Finance and Operations, for example, the Vendor information workspace.
The Prospective vendor registration requests page is where you can find requests from vendor's who want to register.
The Prospective vendor registration requests page is where you can find requests from vendor's who want to register.
This page diplays information about the vendor including the company name, some justification as to why they want to be a vendor, and the name of a contact person at the vendor company.
It also shows the contact person's  email address, which is used as the new user account that we are going to set up for the vendor.
Click Invite user to start a user request process for provisioning the user. When the processing status is User invited,
Click Invite user to start a user request process for provisioning the user. When the processing status is User invited,
then we know that the user has a new user account.
then we know that the user has a new user account.
When the new user, who is the vendor's contact person, 
When the new user, who is the vendor's contact person, 
signs in to Finance and Operations, the page that displays is the Vendor registration wizard. This is where the vendor can complete the registration process.
signs in to Dynamics 365 for Finance and Operations, the page that displays is the Vendor registration wizard. This is where the vendor can complete the registration process.
First, the contact person needs to choose the country that the vendor is doing business in.
First, the contact person needs to choose the country that the vendor is doing business in.
This is needed so you can configure the wizard depending on the country that is selected.
Next, determine if there are any questionnaires that need to be answered. If so, a questionnaire can be added to the wizard.
The questionnaire can also be configured according to the product category that the vendor has selected.
This means that additional questionnaires can be added for the contact person here. I will complete the questionnaire. 
These questionnaires are, of course, completely configurable in Finance and Operations.
So now we have completed the registration, and I'll click Finish. 
The registration submitted by the vendor 
will be assigned to a workflow participant,
will be assigned to a workflow participant,
who is someone who can approve the vendor.
 
In the work items assigned to me, I can see that I have a vendor request coming in - here.
Opening the request will show the data that the vendor entered in his or her registration.
If there is an address it will be here.
If there is an address it will be here.
along with some contact information.
In our example, the contact person's name is Alexandra Bartlett. In this example I did not add much information during the registration, 
 
so not much data is displaying.
I can see the procurement categories that the vendor wants his products to be included in. I can see the business information that was entered.
And I'll be able to see the questionnaires that were completed
and reviewing the questionnaires, I can see both
the questions and the answers.
The questionnaires could, of course, provide much more information than this.
If I want to approve the vendor based on this information. I will approve the vendor now. 
First, I need to add a vendor group
which is required for creating vendor accounts, and then I need to decide whether the contact person,
who is now a vendor collaboration user, should continue to be this kind of user. 
 
If needed, we can change the vendor's privileges and security permissions 
so that the user has access to other capabilities that are part of vendor collaboration. 
If I don't think that the vendor contact person should continue to be a vendor collaboration user, I will set the slider to No. 
Now I can approve the vendor. 
To finish the process and verify the actions I've just taken, I'll go to the All vendors list page,
where I can see the vendor account that I've just created - Margie's Travel.
