This document is a step-by-step guide on how to configure the POP and CLIN/SLIN widgets on the Proposal record page.
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 2026.1 or higher.
Ensure that migration to the new security and authentication model is completed. Contact TechnoMile Support to complete this process.
Add POP and CLIN/SLINs Tab
To add the POP and CLIN/SLINs tab to the Proposal layout:
Go to Power Apps using the App Launcher.
Click Environment and select your current TechnoMile Contracts Suite environment.
Select Solutions, then click Default Solution or a custom solution of your choice.
Select Tables > Proposal.
Select Forms.
Select Information.
Select Components > Layout > 1-column tab > Add to form.
Select the newly added tab and define its properties in the Properties panel:
Enter POP in the Label and Name fields.
Define the display and formatting properties as required.
Select the newly added POP tab, then go to Layout > 1-column section > Add to selected tab.
Select the newly added section and select Display > HTML web resource.
In the Add HTML web resource window, select clm_TransformCopilot_POP.html and click Add.
The Web resource is added to the Properties tab.
On the Properties tab enable the Use all available vertical space check box.
Click Save and publish.
Repeat the above steps to add another tab for CLIN/SLINs. When configuring the tab properties, enter CLIN/SLINs in both the Label and Name fields. While adding the HTML web resource, select clm_TransformCopilot_clinslins.html to complete the setup.
To validate that POP and CLIN/SLINs tabs were added successfully:
In your Microsoft Dynamics instance, navigate to Proposals and open a proposal record.
Ensure that the POP and CLIN/SLINs tabs are available.
Product Configuration
Due to recent updates to the Transform Copilot Widget product configuration, the setup now requires migration to new security protocols. Contact TechnoMile to complete this process.
