eBuy - Onboarding Process and Configuration Guide (Microsoft Dynamics)

TechnoMile Growth Suite Task Order Management provides the ability to automatically ingest Task Order Notices from eBuy directly into your Growth Suite. This process promotes efficiency by eliminating the need to access the eBuy portal and enables you to more rapidly and efficiently identify relevant Opportunities for pursuit.

Follow these steps to complete initial configuration of the with eBuy and enable access to your organization’s GSA eBuy portal by the TechnoMile Task Order Management ingestion engine.

There are several parts to configuring eBuy to use with your TechnoMile Growth Suite:

1. Create a Microsoft Group.

2. Add an External Guest.

   NOTE:

   Please work with your TechnoMile CSM to obtain a specialized email address to use for this guest account.

3. Create an eBuy POC.

4. Activate the eBuy POC account.

   NOTE:

   Provide the eBuy POC account credentials to your TechnoMile CSM.

5. Create a Contract Vehicle in your TechnoMile Growth Suite.

Create a Microsoft Group

In your Azure environment, create a Microsoft Group. After the Group is created, a TechnoMile email address must be added to the group in order to receive the system emails sent from eBuy.

NOTE:

Depending on your Azure security settings you may need to first add this email as an External Guest.

1. As an Azure Admin, go to https://www.aad.portal.azure.com/.
   

2. Select the Groups tab.

3. Click New Group.

4. On the New Group screen, complete the following fields:

   1. Select Group type as Microsoft 365.

   2. Group name should be eBuy (or something similar).

   3. Group email address should be ebuy@clientname.com.
      For example: ebuy@abcinc.com

   4. Set Azure AD roles can be assigned to the group to No.

   5. Select Membership type as Assigned.
      

5. Click Create to create the new Group.

Add External Guest

IMPORTANT:

Before adding an External Guest in Azure Active Directory, your TechnoMile CSM will provide you with a specialized email address with a TechnoMile domain name.

1. 1. In the Azure Active Directory Admin Center, go to the Users tab on the left side menu.

   2. Click New User and select Invite external user.
      

   3. Enter the specialized email address with a TechnoMile domain.

      NOTE:

      This email address will be provided by your CSM.

      EXAMPLE: clientNameeBuy@technomile.com or abceBuy@technomile.com
      

   4. Save the new external user record.

   5. On the new external user record, go to the Assignments tab. Add the external user to the newly created eBuy group from the previous section.

Add a Point of Contact (POC) to eBuy Account

Create the new login for the eBuy system by logging in as the user who has the ability to add a new Point of Contact (POC) to a Contract.

1. Go to the My Profile tab and click Add a new POC to a Category.

2. On the Add a new POC screen, complete the fields.

3. Click Add to add the POC to the eBuy account. For additional information about adding POCs, refer to the eBuy Contractor job aid resource provided by your TechnoMile CSM in your welcome email and in your Mutual Action Plan. 

4. Once the POC is added, ensure the email notices toggle is set to on.

   IMPORTANT:

   If MFA is enabled, ensure the MFA setting is set to email so that the email established previously receives the email verifications.

Activate eBuy Account

After creating the new profile, the email group you have created previously will receive an activation email. Activate the account and set the initial Password.

1. Open the eBuy activation email and complete the activation instructions.

2. Provide the Username and Password to your TechnoMile CSM.

3. TechnoMile will complete the configuration process with these credentials.

Create Contract Vehicles in Growth

The final step of the eBuy process is to create a Contract Vehicle record in your TechnoMile Growth Suite. The Contract Vehicles act as an umbrella for the Task Order Notices that are distributed under the Contract. For every Contract in eBuy that you want to ingest Task Order Notices, you will need to create a corresponding Contract Vehicle in Growth.

1. Login to your TechnoMile Growth Suite and go to the Contract Vehicles tab.

2. Click New Contract Vehicle.

3. Enter a Contract Name.
   EXAMPLE: MAS, Alliant 2, etc.

4. Enter a Contract Number (with dashes).
   EXAMPLE: GS-35F-427GA

5. In the SINs field, enter RETURN ALL.

6. Save this record and repeat for any additional Vehicles listed on your eBuy site.