Hi,
I am creating a suppliers database for our business using a model driven app, that has to go through a few layers of approvals before a supplier is added. Current process is :
1. users requests new supplier
2. Record created in Contacts entity with the basic request information
2. supplier is sent a form (Jotform this is due to the complication of the form) to fill in part of this form supplier uploads documents like certs/iso's etc (these docs are stored in sharepoint i have enabled document storage for sharepoint)
3. Supplier form received and results populate remaining fields in the Contacts entity
4. Approval to 4 or 5 different departments dependent on what is required.
5. Once approved that supplier is active in the database and able to be used and searched for by anyone in the business.
The next stages of this is we'd like to be able to have the supplier be able to login to a portal and see there details and upload new documents if there certs or isos have expired.
My question is how do I get a supplier to authenticate against a record that already exists in the portal? I know you can use the Contacts entity to authentic logins, but things I've read seem to mean that the supplier would create the record when logging in, but i need them to be created first and then auth'd against their record.
One key thing is we are not using Dynamics 365
Is this possible at all?
Thanks
