Vendor Onboarding Add-on for Dynamics 365 CRM
Your Solution for Smarter Vendor Onboarding
Schedule a DemoRevolutionize Vendor Management with Intelligent Vendor Onboarding
As your business grows, vendor onboarding can become a significant challenge.
If you're struggling with slow approvals, vendor issues, and lack of visibility, our vendor Onboarding Add-on for Dynamics 365 CRM can help. It is designed to smoothly integrate with D365 CRM to automate vendor registration and approval processes.
Why should Dynamics 365 users implement this add-on?
This add-on offers users the essential approval flow and validation processes necessary to ensure vendor legitimacy, reliability, and overall data integrity. This is a key requirement for industries like manufacturing, where vendors play a huge role.
It ensures that all use cases involving Business Central or any other ERP are supported by the robust approval flow and validation processes.
Benefits of Incorporating the Vendor Onboarding Add-on
Faster approval process
Ensure fast, accurate, and compliant approvals by introducing approval flow and validation capabilities to Business Central or any ERP employed by the client.
Improved vendor management
By enabling vendor onboarding within Dynamics 365 CRM, you can leverage Field Service functionalities for quality checks, field visits, and inventory management.
Power Portal integration
Enjoy smooth data synchronization with Power Portals for online submissions and automated notifications for all activities.
Real-time performance tracking
Vendors gain visibility into their performance and receive timely updates via email.
Microsoft Teams integration
This integration enhances Dynamics 365 CRM by enabling quick actions and streamlining communications within the platform.
Flexible cross-platform integration
Vendor records created in Dynamics 365 CE can be integrated with any ERP system, offering flexibility to meet specific use cases.
Customizable features
The module can be tailored to suit your unique business requirements.
Copilot Integration
This feature introduces AI to the platform to assist Dynamics 365 CRM users in improving their performance and optimizing their workflows.
How Does It Work?
Stage 1: Vendor registration begins with external users submitting their forms through the Power Portal.
Step 2: Once submitted, Dynamics 365 CRM users conduct an initial review. Clarifications are sought if necessary, tracked as activities within the CRM.
Step 3: Subsequently, approval workflows are initiated, routing requests to appropriate teams for evaluation. Teams review, approve, or reject the records, with notifications and tasks managed through Microsoft Teams, Outlook, or Dynamics 365 Customer Engagement.
Step 4: Upon successful approval, vendor records are integrated into Business Central or other ERP systems, while vendors receive confirmation and updates via email.
Vendor Onboarding Add-on Implementation Cost
The add-on is available at an affordable price, which includes implementation by our certified industry experts to ensure quick and seamless integration. Contact us to receive a quote today!
Post-implementation Support
Our team operates on an on-demand basis, meaning you only pay for the hours and services you use—no subscription required.
We’ve supported clients worldwide across various industries, simplifying development, integration, maintenance, and administration through our flexible ODS model. Additionally, we provide advisory support to guide you through every phase of your Dynamics roadmap
Flexibility to scale up or down as needed.
No concerns about resource planning or conflicts.
No usage level commitments.
Pay only for what you use.
Total cost of ownership is 50% lower compared to other options.
Why LevelShift
As a trusted Microsoft Certified Partner, we offer:
Deep Expertise
Our team of experts understands the intricacies of Business Central, ensuring seamless integration and optimal performance.
Proven Track Record
With a history of successful implementations, we deliver tangible results that drive business growth.
Customization and Flexibility
Our solutions are tailored to your specific needs, adapting to your unique procurement processes.
Exceptional Support
Our dedicated support team is always ready to assist you, ensuring smooth operations and maximizing ROI.