Managed Business & IT Training Solutions

MBIT Training Ltd

Introduction to Vendor Collaboration in Microsoft Dynamics 365 for Operations (81134)

This course introduces users to vendor collaboration in Microsoft Dynamics 365 for Operations. It covers process flows, setup options for vendors, and processes from the vendor perspective and the full Dynamics 365 for Operations user perspective. The process of creating a purchase order and submitting it to a vendor for review is covered as well as the process for a vendor to connect to the web client and respond to the purchase order. You will also learn the processes for how both an internal user and an external user from your vendor can request and provision a new vendor collaboration user. Additionally, the process for a vendor to submit an invoice and the internal review and posting process is demonstrated. This course also covers the prerequisites, installation, and use of the Dynamics 365 for Operations mobile app to be used to view vendor collaboration information.
SKU: 81134
GTIN: 81134
Manufacturer: Microsoft
£40.00 (GBP)

This course introduces users to vendor collaboration in Microsoft Dynamics 365 for Operations. It covers process flows, setup options for vendors, and processes from the vendor perspective and the full Dynamics 365 for Operations user perspective. The process of creating a purchase order and submitting it to a vendor for review is covered as well as the process for a vendor to connect to the web client and respond to the purchase order. You will also learn the processes for how both an internal user and an external user from your vendor can request and provision a new vendor collaboration user. Additionally, the process for a vendor to submit an invoice and the internal review and posting process is demonstrated. This course also covers the prerequisites, installation, and use of the Dynamics 365 for Operations mobile app to be used to view vendor collaboration information.

Learning Objectives

  • Discuss process flows in vendor collaboration
  • Examine purchase order statuses, vendor responses, and vendor setup
  • Discuss how to create a PO and publish it for vendor collaboration
  • Discuss how to review, approve, reject, and request changes to a PO
  • Discuss how to review and process a PO, with and without change management
  • Discuss the process for performing vendor invoicing
  • Explain the vendor collaboration mobile workspace
  • Discuss the vendor collaboration mobile app
  • Discuss prerequisites, installation, configuration, and features of  the mobile app

Prerequisites

  • General knowledge of Microsoft Windows
  • General knowledge of basic navigation within Microsoft Dynamics 365 for Operations
  • Basic knowledge of vendor concepts