TechnoMile’s Contracts solution helps Government Contractors manage the entire Contract Lifecycle initiating from pre-award to post-award through a user-friendly setup and administration tasks. Contracts solution is built on a highly flexible and scalable Microsoft Dynamics platform where users can easily configure and manage Contract and Subcontract processes.
Our Contract Lifecycle Management (CLM) product, part of the Contracts solution, delivers a robust set of functionalities with role-based access controls to Contracts, Modifications, Closeouts, Task Orders, Subcontract Agreements (NDAs, SoWs, and TAs), CDRLs, CLINs, Sub CLINs, Approval Workflows, FAR/DFAR Clauses, Small Business Subcontracting, Delivery Orders, Document Repository, and Subcontracts.
This document explains step-by-step how you can customize TechnoMile Contracts solution on the Microsoft Dynamics 365 platform, along with creating your own Solution. To learn about the installation process, refer to Contracts Installation and Configuration Guide.
Audience
Microsoft Dynamics Administrators
IT Support
Prerequisites
Please contact TechnoMile Support or email support@technomile.com for the following information prior to starting your installation:
MS Dynamics 365 CE License package
Contracts 5.7 has been installed and baseline technical configuration has been completed
Create a Solution in Power Apps
Login to your Microsoft Dynamics instance.
Open App Launcher and click Power Apps.
Go to Solutions and click New solution.
Enter mandatory* field details such as Display name, Name, Publisher, etc. and click Create.
NOTE
Once data is entered in the Display name field, the Name field value is auto-populated however, it can be edited.
Add an Existing Table/Entity to the Solution
Click the newly created Solution Display name.
Click Add existing and select Table.
Enter text Contract Vehicle in the search bar, select Contract vehicle, and click Next.
Select the Include table metadata checkbox and click Add.
The table/entity is added.
Add a Field/Column to Table/Entity
Click the newly created table/entity Display name.
Click Add column.
Enter mandatory* field details such as Display name, Data type, Required, etc. and click Done.
NOTE
Once data is entered in the Display name field, the Name field value is auto-populated however, it can be edited.
Click Save Table.
Add a Form to Table/Entity
Go to Forms.
Click Add form and select Main Form.
Enter field details such as Display Name and Description.
Enter text Date of Installation in the search bar and drag & drop Date of Installation field onto the form.
Click Save.
Click Publish.
Click Back.
The main form is created.
Add Bulk Delete Jobs Clause Library
Create a bulk delete for audit logs and clause library refresh jobs that are older than one (1) month.
Bulk Delete for Audit Logs
In your Microsoft Dynamics instance, navigate to Advanced Settings.
Click Settings and select Data Management. Click Bulk Record Deletion.
Click New.
On the Define Search Criteria screen, you must define the Look for: and Use Saved View: fields.
In the Look for: field, select AuditLog.
On the Define Search Criteria screen, add a condition. Click Next to continue.
For the condition, select the Created On field.
For the timing, select Older than X Months. Enter 1 in the Choose Date field.
On the Select Options screen, select the day and time to run the job. Click Next to continue.
IMPORTANT
Be sure to select the Run this job every: check box and select 30 from the days drop-down menu to ensure that the job will run automatically.
You can also send an automated notification email to desired users when the job runs.
Review the details of the bulk deletion job. Click Submit to save the job.
This will create a bulk deletion job, which will be visible in your Data Management settings.
The job will initiate and will run every 30 days.
Bulk Delete for Clause Library Refresh Jobs
In your Microsoft Dynamics instance, navigate to Advanced Settings.
Click Settings and select Data Management. Click Bulk Record Deletion.
Click New.
On the Define Search Criteria screen, you must define the Look for: and Use Saved View: fields.
In the Look for: field, select Clause Library Refresh Jobs.
On the Define Search Criteria screen, add a condition. Click Next to continue.
For the condition, select the Created On field.
For the timing, select Older than X Months. Enter 1 in the Choose Date field.
On the Select Options screen, select the day and time to run the job. Click Next to continue.
IMPORTANT
Be sure to select the Run this job every: check box and select 30 from the days drop-down menu to ensure that the job will run automatically.
You can also send an automated notification email to desired users when the job runs.
Review the details of the bulk deletion job. Click Submit to save the job.
This will create a bulk deletion job, which will be visible in your Data Management settings.
The job will initiate and will run every 30 days.
Update Report Grouping
Update the grouping for a predefined report. By default, the report Contracts grouped by Contract Admin or Contract Manager is grouped by Contract Admin. This report can also be grouped by Contract Manager.
In your Microsoft Dynamics instance, navigate to Reports.
In the Reports drop-down menu, select Available Contract Reports.
Locate and select Contracts grouped by Contracts Admin or Contracts Manager. Click Edit.
On the Edit screen for the report, click the Report Wizard button.
On the Get Started screen, select Start from an existing report and click Next.
On the Report Properties screen, click Next.
On the Select Records to Include in the Report screen, click the current selection and choose the desired role to group the report. Click Next.
On the Lay Out Fields screen, you can add the desired grouping for the report.
Click the Click here to add a grouping button.
In the Column drop-down, select the desired role for grouping.
EXAMPLE: Contracts Director or Contract Manager.
On the following screens, click Next, until you see the Report successfully generated message.
On the Available Contracts Reports screen, click the name of the report Contracts grouped by Contracts Admin or Contracts Manager. Click the Run Report button.
The report will display with the modified grouping.