Overview
Transform Copilot's Code Mapping feature automatically checks the system whenever a new TC Code comes into your CRM, to see if that Code exists as a Site. If it does, then the Site and Account are associated with a Contract.
This document is a step-by-step guide on how you can configure the Code Mapping feature for use in your organization.
Audience
Microsoft Dynamics Administrators
IT Support
Prerequisites
Ensure that TechnoMile's Contracts Suite is already installed and configured. The version of this package must be 2025.2 or higher.
Customizing Contract Form
IMPORTANT
If you are already using the out-of-the-box form for the Contract entity, this section is not applicable.
Login to your Microsoft Dynamics instance.
Go to Solutions.
Open TechnoMile GRC Suite.
Go to Tables and click Contract.
Click Forms.
Open the Contract - Contracts Main form type.
Click Component and then click 1-column section to insert into the form.
Specify the Label as Tc Code Mappings, and Name as General_section_TcCodeMappings.
Under Components, scroll down to expand Display and click HTML web resource.
Enter text clm_TransformCopilot_NotMatchedCode.html in the search bar, select clm_TransformCopilot_NotMatchedCode.html in search results, and click Add.
Click Save and Publish.
