Exercise - Set up the value chain partner

Completed

In this exercise, Jamie sets up an account in Microsoft Sustainability Manager for the value chain partner, Tailwind Traders. Jamie specifies Casey Jensen, emissions analyst for Tailwind Traders, as a primary contact.


Screenshot of Jamie Evans, fictional emissions analyst from Contoso Corp.

Hi Amber, I'm Jamie. I set up the Tailwind Traders account in Microsoft Sustainability Manager and added Casey as a primary contact.

Jamie Evans


Screenshot of Amber Rodriguez, fictional emissions analyst from Tailwind Traders.

Thank you for sharing, Jamie.

Amber Rodriguez


  1. Return to the Sustainability Manager app.

  2. Go to Value chain > Accounts.

  3. Select New Account.

  4. Fill in the following information and then select Save and Close.

    • Account Name - Tailwind Traders

    • Primary Contact - Select New Contact

  5. Add the following details and then select Save & Close.

    • First Name - Casey

    • Last Name - Jensen

    • Email - Enter your active email ID

    • Address 1: Street 1 - Brickell Avenue

    • Address 1: City - Miami

    • Address 1: State/Province - Florida

    • Address 1: ZIP/Postal Code - 33132

    • Address 1: Country/Region - United States of America

    Screenshot of the New Contact dialog with information filled in and the Save and Close button highlighted.

  6. Select Primary Contact again to enter the Primary Contact on the New Account page. Add Casey Jensen as a Primary Contact and then select Save and Close.

    Screenshot of the Quick Create Account dialog with the primary contact set to Casey Jensen.

  7. On the Value chain accounts page, select Account groups.

  8. Select New Account group tab.

    Screenshot of Accounts on the Account groups tab with the New account group button highlighted.

  9. Name the group as Supply chain companies and then select Save.

  10. In the Accounts area, select Add Existing Account.

    Screenshot of the Supply chain companies page with the Add Existing Account button highlighted.

  11. Select Tailwind Traders and then select Add.

  12. Select Save & Close.

You can use the account groups to send different surveys to different subsets of partners or to collect partner-specific emission factors into a common emission factor library.