Overview
The GovSearch People Connector allows you to match an existing Microsoft Dynamics Contact with GovSearch data, create a new Contact from GovSearch data, and update select Microsoft Dynamics Contact fields using GovSearch data. It brings in information into various tabs such as Overview that contains details about Contact from GovSearch, Agency/Office Info with list of other people at Contact’s Agency, and Position Info with list of other people who had held the same job as Contact.
It also allows you to match an existing Microsoft Dynamics Account with GovSearch data.
This document is a step-by-step guide on how you can configure the GovSearch People Connector for use in your Microsoft Dynamics instance.
Audience
Microsoft Dynamics Administrators
IT Support
Prerequisites
Ensure that TechnoMile Competitive Insights has already been installed and configured. The version of this package must be 2023.4 or higher.
Steps for Configuration
Add Tab on CI-Account
IMPORTANT:
This document pertains to TechnoMile's standalone Competitive Insights product and hence includes steps for adding a tab to the CI-Account entity. However, you can follow the same steps for adding a tab to the Growth Account entity when using Competitive Insights, along with TechnoMile's Growth product.
Click Environment and select an Environment of your choice.
Go to Solutions and click to open Default Solution.
Expand Tables, then expand Account, click Forms, and then click to open CI-Account.
Go to Components and drag & drop 1-column tab onto the form.
Enter both the Label and Name fields as GovSearch.
Go to GovSearch, click to select New Section, expand Display, and click HTML web resource.
Search for and select tma_Widget_GovSearchAccount and click Add.
Click to select New Section again and then select the Hide label checkbox.
Enter both the Label and Name fields as Widget_GovSearchAccount.
Select Component width as 1 column, Component height as 8 rows, and Scrolling as As Necessary.
Click Save and publish.
Go to an Account record page using App Launcher and view the GovSearch tab on this page.
Add Tab on CI-Contact
Go back to Default Solution.
Expand Tables, then expand Contact, click Forms, and then click to open CI-Contact.
Go to Components and drag & drop 1-column tab onto the form.
Enter both the Label and Name fields as GovSearch.
Go to GovSearch, click to select New Section, expand Display, and click HTML web resource.
Search for and select tma_Widget_Contact and click Add.
Click to select New Section again and then select the Hide label checkbox.
Enter both the Label and Name fields as Widget_Contact.
Select Component width as 1 column, Component height as 12 rows, and Scrolling as Never.
Go to Events, click Event Handler, select Library as tma_WidgetConnector.js, enter Function as OnChangeGovSearchContactTab, select the Pass execution...checkbox, and click Done.
Click Save and publish.
Go to a Contact record page using App Launcher and view the GovSearch tab on this page.
