Documentation Index

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Growth Suite (on Microsoft Dynamics): Setup, Modification, and Configuration Guides

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TechnoMile's Growth Suite is a centralized place for your team to efficiently pursue Opportunities and manage pipeline, while focusing them on the right activities to qualify, capture, win, and retain business.

Use these guides to set up and configure your Growth solution. Some initial configuration is required for your organization to begin using the Growth Suite

IMPORTANT

The screenshots and feature descriptions in the articles at the links below are representative of the out-of-the-box capabilities of Growth and may differ from what you have available based on your company's unique implementation.

Setup Guides

These items must be configured to use baseline Growth Suite functionality.

  • GovWin IQ

  • Create Users and Manage Permissions

  • SharePoint Connector

  • eBuy Onboarding (if using Task Order Management)

Modification Guides

These articles focus on modifying the baseline Growth Suite functionality to align to your internal processes.

  • PWin/PGO Questions and Answers

  • Modify Scorecard Questions

Configuration Guides

These articles focus on performing updates to the Salesforce platform related to the Growth Suite.

  • Add Fields to Opportunity

  • Create List View for Inline Editing

  • User Profile Creation and Configuration

  • Deactivate a Validation Rule

  • Set up Field History Tracking

  • Considerations to Modify Stages

  • Change a

  • Set Required Fields on Growth Opportunity

Admin Training

This video shows you the basics of administering the Growth Suite.

  • View Growth Admin Training