Ingest Contract Configuration Guide

Overview

Transform Copilot is a powerful tool that surpasses the legacy Intelligent Contract Ingestion (ICI) with advanced capabilities. It significantly speeds up contract setup time by streamlining the intake of federal contracts, subcontracts, and purchase orders.

NOTE

This guide is intended for out-of-the-box (OOTB) Contracts users. Organizations with customized layouts should contact TechnoMile for setup assistance.

Audience

• Microsoft Dynamics Administrators

• IT Support

Prerequisites

• Ensure that TechnoMile's Contracts Suite is installed and configured. The version of this package must be 2025.1 or higher.

• Ensure the TechnoMile application is registered on Microsoft Azure; refer to Azure - Register an Application.

• You will need the Application (client) ID, Directory (tenant) ID, and Client Secret value provided by the Azure application during the initial setup. If you have noted those values during the app registration, you can reuse them. If not, you will need to first log in to the Azure portal to Retrieve the Application (client) ID and Directory (tenant) ID and then Generate a new Client Secret value before you can proceed with product configuration.

NOTE

When onboarding a new user, first set them up in the CRM, then notify TechnoMile to complete their portal setup. 

Azure Portal Configuration

IMPORTANT

Note down the Application (client) ID, Directory (tenant) ID, and Client Secret value obtained in the following steps, and share them with the TechnoMile team for portal configuration before proceeding with product configuration.

Retrieve the Application (client) ID and Directory (tenant) ID

To obtain application (client) ID and directory (tenant) ID from the Azure portal:

1. Log in to Azure Portal (portal.azure.com) with your Azure admin credentials.

2. In the left-hand navigation menu, select Microsoft Entra ID.

3. Select Manage > App Registration.

4. Locate and open the application that was setup for this integration.

5. On the Overview tab, take note of the Application (client) ID and Directory (tenant) ID.

   NOTE

   Share the Application (client) ID and Directory (tenant) ID with the TechnoMile team for portal configuration.

   

Generate a New Client Secret

To generate a new client secret on the Azure portal:

1. Log in to Azure Portal (portal.azure.com) with your Azure admin credentials.

2. In the left-hand navigation menu, select Microsoft Entra ID.

3. Select Manage > Certificates & Secrets > Client Secrets.

   INFO

   You will see your existing secret, but you will not be able to retrieve the secret value.

4. Click New client secret.

5. Enter a Description and Expiration value.

   NOTE

   The expiration date can be set to a maximum of two years. Since the client secret expires every two years, be sure to generate a new one before it expires to avoid disruptions.

6. Click Add.

7. Once the client secret is created, copy the Value immediately and save it for later use. You will not be able to view it again once you navigate away from this page.

   NOTE

   Share the Client Secret value with the TechnoMile team for portal configuration.

   

Configure API Permissions Settings

For detailed steps, refer Configure API Permission Settings.

Access Product Configurations from Advanced Settings

IMPORTANT NOTE

Alternatively, if you are unable to access Advanced Find from the navigation shown below, then perform the steps as shown in this section to go to Product Configurations using Power Apps.

1. Click the gear icon and select Advanced settings.
   

2. Click the funnel icon to access Advanced Find.
   

3. Select Product Configurations and click Results.
   A list of all Product Configurations displays.

Creating Product Configuration Record for Transform Copilot

To create a product configuration record for Transform Copilot:

1. In the Product Configuration page, click New Product Configuration.

2. In the New Product Configuration window, enter Transform Copilot widget as the Key.

3. Copy and paste the JSON Value below.

   {
   "BaseURL":" ",
   "Api_ClientId":" ",
   "Api_ClientSecret":" ",
   "Widget_InstanceName":" ",
   "Widget_ClientId":" ",
   "Widget_ClientEmail":" ",
   "Widget_ClientSecret":" ",
   "Widget_TokenUrl":"/o/oauth2/token",
   "Register_Token":"/o/provisioning/register-token",
   "widget_Url":"/web/guest/mediator?widget=true&consumer=ms&timestamp=","Azure_TenantId":" ",
   "Azure_ClientSecret":" ",
   "Azure_ClientId":" "
   "MS_TokenBaseURL":"login.microsoftonline.com"
   }

4. Update the JSON Value field as below:

   1. Contact TechnoMile for the following details, as these values vary across CRM instances and clients:

      • BaseURL

      • Api_ClientId

      • Api_ClientSecret

      • Widget_InstanceName

      • Widget_ClientId

      • Widget_ClientEmail

      • Widget_ClientSecret

   2. Enter the Directory (tenant) ID, Client Secret, and Application (client) ID obtained from the Azure portal here:

      • Azure_TenantId

      • Azure_ClientSecret

      • Azure_ClientId

NOTE

For GCCH, change the MS_TokenBaseURL from login.microsoftonline.com to login.microsoftonline.us.

The following screen shows an example of the product configuration record for Transform Copilot widget.

Updating Product Configuration Record for ICI

To update the product configuration record for ICI:

1. In the Product Configuration page, locate and open ICI Configurations.

2. In the JSON Value field update the is Tcc value to true to enable the Ingest Transform Copilot button.

3. Click Save.

Access Product Configurations from Power Apps

1. Go to https://make.powerapps.com/

2. Click Environment and select an Environment of your choice.
   

3. Go to Tables and search for and click Product Configuration in search results.
   

4. Scroll down to Product Configuration columns and data and click +more.
   

5. Select the Contains Secret, JSON Value, and Value columns and click Save.
   List of all Product Configurations with selected columns and data displays. Note that you can edit data of any column directly from the table for a particular Product Configuration.

6. In the Product Configuration page, locate and open ICI Configurations.

7. In the JSON Value field update the is Tcc value to true.
   

8. To add a new product configuration, click Add more rows.
   

9. Enter the Key and JSON Value as mentioned in the Creating Product Configuration Record for Transform Copilot section.
   The Transform Copilot Widget product configuration is created.

Power Automate Configuration

This section outlines the steps to set up power automate configuration that lets you create flows to connect applications and automate tasks.

Creating Power Automate Configuration for Transform Copilot CRM Access

To create the power automate configuration for Transform Copilot CRM access:

1. In the Solutions page, click the Advanced Find filter icon  .

2. In the Advanced Find page, look for Power Automate Configs and then click Results.

3. In the Power Automate Configs page, click New Power Automate Configs.

4. Enter the Flow Name as Transform Copilot Widget - CRM Access Token.

5. Perform the following steps to copy the Transform Copilot CRM access token flow URL from the PowerApps page:

   1. In the PowerApps page, go to Solutions > TechnoMile GRC Suite.

   2. Select CloudFlows > TransformCopilotWidget - CRM Access Token.

   3. Click Edit.

   4. Expand When a HTTP request is received and copy the HTTP POST URL.

6. Paste the copied URL in the Flow URL field and click Save.

Email Templates

The following out-of-the-box email templates notify users about job creation and completion:

• Transform Copilot - Notification when job created

• Transform Copilot - Notification when job status in finished

Contact TechnoMile for assistance with configuring or customizing email templates.