Pre-Award Configuration Guide

Overview

The Pre-award feature is designed to manage the entire Pre-award process for both Government and Commercial Contracts. It has detailed workflows on how to use Pre-award to manage Solicitations, Proposals, Negotiations, and TINAs (Truth in Negotiations Act).

This guide lists the steps to be performed for installing and configuring the Pre-award feature out-of-the-box in Microsoft Dynamics in your organization.

Audience

• Microsoft Dynamics Administrators

• IT Support

Prerequisites

• Ensure that TechnoMile's Contracts Suite is already installed and configured. The version of this package must be 2025.2 or higher.

• Ensure that you have received the Document Templates - 2025.2.zip file from TechnoMile.

• Ensure that the following CSV files are already imported into your instance:

  • Product Configuration 2025.2

  • Power Automate Config 2025.2

  • Email Msg 2025.2

Verify Product Configurations

1. Click the gear icon and select Advanced Settings.
   

2. Click the funnel icon to access Advanced Find.
   

3. Click Switch to Classic.
   The Advanced Find tab opens.

4. Select Product Configurations and click Results.
   

5. Click Agreement Archive Days.
   

6. Verify that the JSON Value field contains the following syntax and click Save, if required.

   {
   "Archive_Delay_Days": 2
   }

   NOTE

   This field must contain the number of days after which an Active Agreement will be moved to the Archived state, post its End Date.

   

7. Click AllowedNegotiationStages.
   

8. Verify that the Value field contains the following syntax as a list of comma-separated values and click Save, if required.
   Closed,InReview,Rejected

   NOTE

   This field must contain the Statuses that are allowed while creating a Negotiation record and must be entered as a list of comma-separated values.

   

9. Click IsLegacyProposal.
   

10. Verify that the Value field contains the following syntax and click Save, if required.

    NOTE

    It is recommended that this field contain "false" as its value, so that your users are able to access the most recent version of the Proposal record form layout.

    

11. Click IsLegacySolicitation. 

12. Verify that the Value field contains the following syntax and click Save, if required.

    NOTE

    It is recommended that this field contain "false" as its value, so that your users are able to access the most recent version of the Solicitation record form layout.

    

13. Click Negotiation Approval/Review.
    

14. Verify that the JSON Value field contains the following syntax and click Save, if required.

    {
    "Approval": "Parallel"
    }

    Note that this field must contain either Parallel or Sequential as its value, which will then determine the order of its Approval process.
    

15. Similarly, click Solicitation Approval/Review and TINA Certification Approval/Review.
    

16. Verify that the JSON Value fields contain the following syntax and click Save, if required.

    {
    "Approval": "Sequential"
    }

    Note that both these fields must contain either Parallel or Sequential as its value, which will then determine the order of its respective Approval process.
    

17. Click Proposal Approval/Review.
    

18. Verify that the JSON Value field contains the following syntax and click Save, if required.

    {"Approval":"Parallel","Review":"Parallel"}

    NOTE

    This field must contain either Parallel or Sequential as its values, which will then determine the order of both its Approval and Review processes.

    

19. Verify that the following Product Configurations are already available:

    • Negotiation Action

    • Proposal Actions

    • Solicitation Action

    • TINA Certification Action 

Verify Email Templates

1. Go to TechnoMile Contracts, then go to Email Templates, and verify that the following Email Templates are already available:

   • [Technomile] Negotiation - Team Member - Approval Request

   • [Technomile] Proposal - Bid Approved notification to the proposal team

   • [Technomile] Proposal - Contract Manager - Approved Notification

   • [Technomile] Proposal - Contract Manager - Closed Won/Closed Lost Notification

   • [Technomile] Proposal - Contract Manager - Closed Won/Lost Notification on Addition to Proposal

   • [Technomile] Proposal - Contract Manager - Rejected Notification

   • [Technomile] Proposal - Notify entire Proposal Team when Solicitation is marked No Bid

   • [Technomile] Proposal - Notify Proposal Team - Solicitation Amendment is generated

   • [Technomile] Proposal - Proposal Owner- Approved Notification

   • [Technomile] Proposal - Proposal Owner - Rejected Notification

   • [Technomile] Proposal - Proposal Owner - Review Notification

   • [Technomile] Proposal - Team Member - Approval Request

   • [Technomile] Proposal - Team Member - New Proposal Assignment

   • [Technomile] Proposal - Team Member - Review Request

   • [Technomile] Proposal - TINA Certification - Send Notification to Proposal Manager TINA Generated

   • [Technomile] Proposal - TINA Certification letter generated

   • [Technomile] Proposal Generation - Contract Manager Notification

   • [Technomile] Solicitation - Team Member - Send For Approval

   • [Technomile] TINA Certification - Team Member - Send For Approval
     
     

Import Document Template

Perform the steps in this topic to import the TINA Certification Record Document Template that can later be customized, as per your requirements.

Edit Code in Extracted XML Files

1. Right-click the Document Templates - 2025.2.zip folder that you had received from TechnoMile and extract its files onto your system.
    

2. Go to the TINA Certification Record.docx file and rename its extension to .zip. A confirmation message displays.

3. Click Yes. Word file is converted into a zipped folder.

4. Right-click the recently zipped folder and extract its files onto your system. .xml files along with other folders are extracted.

5. Open the customXml folder. 

6. Right-click the item1.xml file and open it in Notepad. 

7. Right-click to Copy its Object Type Code that is available in the first line against Document Template. 

8. Paste this Code as Old Value in Notepad. 

9. Go to a new tab using the following URL:
   API/data/v9.1/EntityDefinitions?$select=LogicalName,PrimaryNameAttribute,ObjectTypeCode

10. Add your instance URL as a prefix to the above URL. 

11. Search for tina certification and Copy its Object Type Code. 

12. Paste this Code as New Value in Notepad. 

13. Copy and paste the Old Value - Object Type Code into the search bar of the extracted TINA Certification Record folder.

    NOTE

    Currently, there are two .xml files however, there can be up to three .xml files that contain this Code.

    

14. To edit an .xml file, open it in Notepad.

15. Find the Old Value and replace it with the New Value and save the file. 

16. Similarly, perform the same steps as shown above for all the remaining .xml files that contain the Old Value - Object Type Code.

17. Go back to the extracted TINA Certification Record folder, select all its files as shown in the image below, and right-click.

18. Select Compress to... to compress all the files into a zipped folder. All the files are zipped. 

19. Go to the zipped folder and rename it to Tina Certification Record.docx.
    A confirmation message displays.

20. Click Yes. Zipped folder is converted into a Word file. 

Upload Document Template for Import

1. Go back to Advanced Settings.

2. Go to Templates and click Document templates. 

3. Click Upload Template and select Upload Word Template. 

4. Click Choose File.

5. Select the Tina Certification Record.docx file that is saved on your system and click Upload. Document Template file is uploaded.