Seamless Onboarding of Customers and Vendors Using Business Central ERP

Author: Mahdy Ghane
Solution Architect, Data & Dynamics
Long View

---

 

In the past, it was common to send application forms to new customers or vendors via email in PDF format. Once received, we would carefully review the handwritten information to ensure accurate interpretation before entering it into our ERP system.

In this article we will utilize Microsoft Office, Power Platforms, and Business Central to create automated customer and vendor onboarding process.

Pre-Requirements

• Microsoft Dynamics Business Central https://dynamics.microsoft.com/business-centra
• Microsoft Power Automate (Flow) : https://make.powerautomate.com/
  • License for Power Automate included in Business Central SaaS license
• Microsoft Forms: https://forms.microsoft.com
  • Microsoft Forms license included in: Microsoft 365 business basic, standard, and premium; Microsoft 365 A3/A5 and E3/E5; Office 365 A1/A3/A5 and E1/E3/E5; and Microsoft 365/Office 365 F3. For more information, check the Microsoft 365 business plan comparison, Microsoft 365 Enterprise plan comparison and Microsoft 365 Education plan

Step one:

Make sure to open all required apps

Step two:

Decides which information you want to collect from your customers or vendors. For example, their name, address, email, etc. These info could be different for vendor and customer.

Step three:  Setting up Microsoft Form to collect the data

In Microsoft Forms ( https://forms.microsoft.com) click New Form

Enter a title for your new form.

For example I named my form “Onboarding – Vendor”.

Then upload your company Logo.

Now start building the form to collect the information you have decided in Step two.

Make sure to mark “Required” info as “Required” also for text do not turn on “Long Answer” to prevent going above character limit in your ERP system.

Below is the completed form. Notice that Microsoft Form determined how long it will take to complete this form. Also, notice the drop down for Country/Region. This is to make sure data matches the ERP format.

Then go to Form Settings and make sure to select “Anyone can respond”. In addition, you can define Customize thank you message and receipts as well.

Click on “Collet responses”:

Then decides how you want to share the link with your vendor/customer. You can send a link, shorten link, QR code, etc.

That is it for this step. Just make sure to remember your form title. Also, you can create similar form for your customers as well.

Next copy my Vendor Form and update the title, questions,  and etc. Then saved it as Onboarding – Customer.

Step four: Setting up Power Automate

In Power Automate ( https://make.powerautomate.com/ ) click Create then select Build your own. Some older platform may have this function on top of the page and name it as Cloud Flow.

Then search for Microsoft Forms and select Microsoft Forms and for Trigger select “When a new response is submitted” then select Next.

Then for Action search for Microsoft Forms, Select Microsoft Forms, Get response details, then Next.

In the new page for Form ID select the Form you want (Ex: Onboarding – Vendor ) then for Response id select the Response id from left panel. Then select New Step.

Search for Business Central or your ERP and select it.

Next, select Create record.

Select your environment name, Company name, API category (For Business Central select v2.0), and Table name (For vendor select vendor and for customer select customer).

Then start selecting each field and link it to the related question on your Microsoft Form.

After selecting all needed fields result is something like below.

Now you need to decide if you want to notify your team member about creation of new vendor or customer.

If you want to send an email then click on “New Step” then search for Email and select “Send an email”.

Then you can complete this step to send an email to your team. When you are done click save.

After Save make sure to not receive any error message and receive success message like below.

For your Customer you can Saves As your follow then change all settings.

You can now send your Microsoft Form to your customer/vendor and after completion of form customer/vendor will be created in Business Central.

Vendor received the link and populated like below and submitted the form.

Then the team receives the below email.

And vendor has been created in Business Central.

 

 

Subscribe to our newsletter for the latest updates.