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Onboarding

The video below shows a complete Dynamics 365 onboarding workflow:

  • An onboarding invite is sent to the supplier.
  • Vendor completes onboarding in the background (see Vendor registration for more details)
  • Onboarding is manually synchronised (or wait for batches to run)
  • Onboarding is manually reviewed and accepted
  • Vendor is automatically created with appropriate mapping and ready to be paid