Vendor Onboarding Add-on for Dynamics 365 Your Solution for Smarter Vendor Onboarding

The Vendor Onboarding Add-on for Dynamics 365 CRM is designed to integrate with D365 CRM and automate vendor registration and approval processes. It supports approval flow and validation processes for vendor legitimacy, reliability, and data integrity.

Features include:

• Power Portal submissions for vendor registration.
• Initial review in Dynamics 365 CRM.
• Approval workflows are routed to appropriate teams.
• Notifications and tasks are managed through Microsoft Teams, Outlook, or Dynamics 365 Customer Engagement.
• Vendor records are integrated into Business Central or other ERP systems after approval.
• Copilot integration for Dynamics 365 CRM users.

Benefits include:

• Faster approval process.
• Improved vendor management.
• Online submissions and automated notifications through Power Portals.
• Vendor performance visibility and email updates.
• Flexible cross-platform integration with any ERP system.

Schedule a demo or contact LevelShift to receive a quote.

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