Overview
Top Solicitations and Agency Task Orders data from the GovSearchAI portal is brought into Microsoft Dynamics that can be viewed on the Top Solicitations and Agency Task Orders tabs of an Account record page.
This document is a step-by-step guide on how you can configure the Top Solicitations and Agency Task Orders tabs on an Account record page.
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 Tabs on CI-Account
IMPORTANT:
This document pertains to TechnoMile's standalone Competitive Insights product and hence includes steps for adding tabs to the CI-Account entity. However, you can follow the same steps for adding tabs 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 Top Solicitations.
Go to Top Solicitations, click to select New Section, expand Display, and click HTML web resource.
Search for and select Top Solicitations Widget and click Add.
Enter both the Label and Name fields as TopSolicitationWidgets.
Select Component width as 1 column, Component height as 12 rows, and Scrolling as Never.
Similarly, add another tab with name as Agency Task Orders and the Agency Task Orders Web resource in its section with name as AgencyTaskOrdersWidget.
Select Component width as 1 column, Component height as 12 rows, and Scrolling as Never.
Tabs with Sections and Web resources in it are added.Click Save and publish.
Go to an Account record page using App Launcher and view the Top Solicitations and Agency Task Orders tabs on this page.
