Transform Copilot for Pre-Award Configuration Guide

Transform Copilot for Pre-Award streamlines the process of importing and extracting data from solicitation documents, reducing manual data entry and ensuring consistency across pre-award and post-award workflows. The tool provides an intuitive interface for uploading solicitation files, reviewing extracted information, and creating Solicitation records.

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.

Ribbon Buttons

On installing and configuring the Contracts Suite package, the following ribbon buttons are automatically configured:

• Ingest Solicitation

• Update Solicitation

• Ingest Amendment

The ribbon buttons appear in the following locations:

• Solicitation Grid
  

• Solicitation Records
  

• Proposal Records
  

Configure Proposal Form

NOTE

The configurations mentioned in this section are intended for customers using custom Proposal form. If you are using TechnoMile's Out-of-the-box (OOTB) Proposal form, ignore the following configurations. 

Add an AI Summary Section

To add an AI Summary section on the Proposal form:

1. Go to Power Apps using the App Launcher. 
   

2. Click Environment and select your current TechnoMile Contracts Suite environment.

3. Select Solutions, then open the custom solution you want to edit.
   

4. Navigate to Tables > Proposal > Forms.
   

5. Select Information.
   

6. Select the Proposal Details tab, then go to Components > Layout > 1-column section > Add to selected tab.
   

7. Drag the newly added section to the top of the page.
   

8. Select the newly added section and go to Display > HTML web resource.
   

9. In the Add HTML web resource window, select clm_TransformCopilot_PreAward_SolicitationSummary_proposal.html and click Add.

10. On the Properties tab:

    1. Enter the Name as AI_Summary.

    2. Enable the Hide Label checkbox.

    3. Set the Component width as 1 column, Component height as 1 row, and Scrolling as Never.

    4. Click Save and publish. 

Add Form Library

To add the form library:

1. Go to Form Libraries > Add Library.
   

2. Select clm_PreawardTCButtonValidations, and click Add.
   The form library is added.

Add On Load Event

Adding an on load event ensures that the AI Summary appears only for Proposal records generated through the Transform Copilot ingestion process.

To add an on load event:

1. Select the Main form and click Events. 
   

2. Expand On Load, then click Event Handler.
   

3. Under Configure Event:

   1. Select the Library as clm_PreawardTCButtonValidations.

   2. Enter the Function as proposalSummaryonLoad.

   3. Enable the Pass execution context as first parameter checkbox.

   4. Click Done.
      

4. Click Save and publish. 

Configure Solicitation Form

NOTE

The configurations mentioned in this section are intended for customers using custom Solicitation form. If you are using TechnoMile's Out-of-the-box (OOTB) Solicitation form, ignore the following configurations.

Add an AI Summary Section

To add an AI Summary section to the Solicitation page:

1. Go to Power Apps using the App Launcher. 
   

2. Click Environment and select your current TechnoMile Contracts Suite environment.

3. Select Solutions, then open the custom solution you want to edit.
   

4. Navigate to Tables > Solicitation > Forms.
   

5. Click Information.
   

6. Select the General tab, then go to Components > Layout > 2-column section > Add to selected tab.
   

7. Drag the newly added section to the top right of the page.
   

8. Select the newly added section and go to Display > HTML web resource.
   

9. In the Add HTML web resource window, select clm_TransformCopilot_PreAward_SolicitationSummary.html and click Add.

10. On the Properties tab:

    1. Enter the Name as Summary.

    2. Enable the Hide Label checkbox.

    3. Set the Component width as 1 column, Component height as 1 row and Scrolling as Never.

11. Click Save and publish. 

Add On Load Event

Adding an on load event ensures that the AI Summary appears only for Solicitation records generated through the Transform Copilot ingestion process.

To add an on load event:

1. Select the Main form and click Events. 
   

2. Expand On Load, then click Event Handler.
   

3. Under Configure Event:

   1. Select the Library as clm_PreawardTCButtonValidations.

   2. Enter the Function as solicitationSummaryonLoad.

   3. Enable the Pass execution context as first parameter checkbox.

   4. Click Done.
      

4. Click Save and publish. 

Add TC Ingested Info Section on Solicitation Form

To add the Transform Copilot ingested information section to the Solicitation page:

1. On the Solicitation form, select the General tab, then go to Components > Layout > 2-column section > Add to selected tab.
   

2. Drag the newly added section above the System Information section.
   

3. In the Properties panel of the newly added section:

   1. Enter the Label as TC Ingested Info.

   2. Enter the Name as tc_section.

   3. Enable the Hide checkbox.

   4. Under Formatting, set Column to 2 columns and Component Label Position to Left.

   5. Go to Table columns, then drag the Purchase Request field into the TC Ingested Info section.

   6. Similarly, drag the following fields into the TC Ingested Info section.

      • NAICS Code

      • For Information Call

      • Issue Code

      • Issued By

      • Delivery

      • Deliver By

      • Discount for Prompt Payment Terms

      • Project Number

      • Rating

      • Address Offer To Code

      • Shipment Code

      • Ship to/Mark For

4. Click Save and publish. 

Configure Solicitation Amendment Form

NOTE

The configurations mentioned in this section are intended for customers using custom Solicitation Amendment form. If you are using TechnoMile's Out-of-the-box (OOTB) Solicitation Amendment form, ignore the following configurations. 

Add AI Summary Section

To add an AI Summary section to the Solicitation Amendment page:

1. Go to Power Apps using the App Launcher. 
   

2. Click Environment and select your current TechnoMile Contracts Suite environment.

3. Select Solutions, then open the custom solution you want to edit.
   

4. Navigate to Tables > Solicitation Amendment > Forms.
   

5. Select Information.
   

6. Select the General tab, then go to Components > Layout > 1-column section > Add to selected tab.
   

7. Drag the newly added section to the top of the page.
   

8. Select the newly added section and go to Display > HTML web resource.
   

9. In the Add HTML web resource window, select clm_TransformCoPilot_PreAward_AmendmentSummary.html and click Add.

10. On the Properties tab:

    1. Enter the Name as Summary.

    2. Enable the Hide Label checkbox.

    3. Set the Component width as 1 column, Component height as 1 row and Scrolling as Never.

11. Click Save and publish. 

Add On Load Event

Adding an on load event ensures that the AI Summary appears only for Solicitation Amendment records generated through the Transform Copilot ingestion process.

To add an on load event:

1. Select the Main form and click Events. 
   

2. Expand On Load, then click Event Handler.
   

3. Under Configure Event:

   1. Select the Library as clm_PreawardTCButtonValidations.

   2. Enter the Function as amedmentSummary_onLoad.

   3. Enable the Pass execution context as first parameter checkbox.

   4. Click Done.
      

4. Click Save and publish.