Managed Business & IT Training Solutions

MBIT Training Ltd

Manage Users and Workflows for Vendor Collaboration in Microsoft Dynamics 365 for Operations (81135)

This course provides information on managing users and workflows in Microsoft Dynamics 365 for Operations. It covers the process flow for vendor users, information about vendor contacts, provisioning and security roles, and vendor request actions. The process for creating a vendor contact (from the vendor perspective) is covered, as well as the processes and workflow for confirming, activating, and inactivating a user, as well as modifying security roles. You will also see a Workflow Editor demonstration of the workflow that is currently assigned to vendor collaboration user requests, and make connections between the workflow steps and the actual request process. This course also covers terminology and explanations for workflows, the global address book, and security roles.
SKU: 81135
GTIN: 81135
Manufacturer: Microsoft
£30.00 (GBP)

This course provides information on managing users and workflows in Microsoft Dynamics 365 for Operations. It covers the process flow for vendor users, information about vendor contacts, provisioning and security roles, and vendor request actions. The process for creating a vendor contact (from the vendor perspective) is covered, as well as the processes and workflow for confirming, activating, and inactivating a user, as well as modifying security roles. You will also see a Workflow Editor demonstration of the workflow that is currently assigned to vendor collaboration user requests, and make connections between the workflow steps and the actual request process. This course also covers terminology and explanations for workflows, the global address book, and security roles.

Learning Objectives

  • Discuss terminology and concepts about users and workflows
  • Review a process flow for vendor users
  • Discuss vendor contact actions and the global address book
  • Explain provisioning options and security roles
  • Configure, create, and process vendor user requests
  • Inactivate users
  • Modify security roles

Prerequisites

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