Integrated vendor master

The term vendor refers to a supplier organization, or a sole proprietor who supplies goods or services to a business. Although vendor is an established concept in Microsoft Dynamics 365 Supply Chain Management, no vendor concept exists in customer engagement apps. However, you can overload the Account/Contact table to store vendor information. The integrated vendor master introduces an explicit vendor concept in customer engagement apps. You can either use the new vendor design or store vendor data in the Account/Contact table. Dual-write supports both approaches.

In both approaches, the vendor data is integrated between Dynamics 365 Supply Chain Management, Dynamics 365 Sales, Dynamics 365 Field Service, and Power Apps portals. In Supply Chain Management, the data is available for workflows such as purchase requisitions and purchase orders.

Vendor data flow

If you don't want to store vendor data in the Account/Contact table in Dataverse, you can use the new vendor design.

If you want to continue to store vendor data in the Account/Contact table, you can use the extended vendor design. To use the extended vendor design, you must configure the vendor workflows in the dual-write solution package. For more information, see Switch between vendor designs.

Tip

If you're using Power Apps portals for self-service vendors, the vendor information can flow directly to finance and operations apps.

Templates

Vendor data includes all information about the vendor, such as the vendor group, addresses, contact information, payment profile, and invoice profile. A collection of table maps work together during vendor data interaction, as shown in the following table.

Finance and operations apps	Customer engagement apps	Description
CDS Contacts V2	contacts	This template synchronizes all primary, secondary, and tertiary contact information, for both customers and vendors.
Name affixes	msdyn_nameaffixes	This template synchronizes name affixes reference data, for both customers and vendors.
Payment day lines CDS V2	msdyn_paymentdaylines	This template synchronizes payment day lines reference data, for both customers and vendors.
Payment days CDS	msdyn_paymentdays	This template synchronizes payment days reference data, for both customers and vendors.
Payment schedule lines	msdyn_paymentschedulelines	Syncs payment schedule lines reference data, for both customers and vendors.
Payment schedule	msdyn_paymentschedules	This template synchronizes payment schedule reference data, for both customers and vendors.
Terms of payment	msdyn_paymentterms	This template synchronizes payment terms (terms of payment) reference data, for both customers and vendors.
Vendors V2	msdyn_vendors	Businesses that use a custom solution for vendors can take advantage of the out-of-box vendor concept that is being introduced in Dataverse because of finance and operations apps integration.
Vendor groups	msdyn_vendorgroups	This template synchronizes vendor group information.
Vendor payment method	msdyn_vendorpaymentmethods	This template synchronizes vendor payment method information.