Document Compare for Agreements Configuration Guide

Overview

Once a contract award, contract modification, solicitation, or solicitation amendment document is ingested using Transform Copilot, users gain instant, conversational access to critical insights through Mila, TechnoMile’s Intelligent Digital Assistant.

By completing these configurations, existing Transform Copilot customers can enable a more streamlined and intuitive document analysis experience, accelerating decision-making and boosting productivity.

Audience

• Microsoft Dynamics Administrators

• IT Support

Prerequisites

• Ensure that TechnoMile's Contracts Suite is installed and configured. The version of this package must be 2026.2 or higher.

• Ensure the TechnoMile application is registered on Microsoft Azure; refer to Azure - Register an Application.

• You will need the Application (client) ID, Directory (tenant) ID, and Client Secret value provided by the Azure application during the initial setup. If you have noted those values during the app registration, you can reuse them. If not, you will need to first log in to the Azure portal to Retrieve the Application (client) ID and Directory (tenant) ID and then Generate a new Client Secret value before you can proceed with product configuration.

Azure Portal Configuration

For step-by-step instructions, refer to Azure Portal Configuration.

Product Configurations

Navigating to Product Configurations

To navigate to the Product Configuration page:

1. In your Microsoft Dynamics instance, click the Settings icon and select Advanced Settings.
   

2. Click the Filter icon.
   
   If the Filter icon is not visible, click the Search icon and select Search for rows in a table using advanced filters.
   
   Select Search for rows in a table using advanced filters.
   

3. In the search window, locate and select Product Configuration, then click Continue.
   

Creating Product Configuration Record for Agreement Document Compare Widget

To create a product configuration record for Agreement document compare:

1. In the Product Configuration page, click New Product Configuration.
   

2. In the New Product Configuration window, enter Mila Agreement Document Compare widget as the Key.

3. Copy and paste the JSON Value below.

   {
    "ApiGateway_BaseURL": " ",
    "Api_ClientId": " ",
    "Api_ClientSecret": " ",
    "DynamicsEvents_Endpoint": " ",
    "Token_Url": " ",
    
    "Widget_BaseURL": " ",
    "Widget_ClientId": " ",
    "Widget_ClientEmail": " ",
    "Widget_ClientSecret": " ",
    "Widget_TokenUrl": " ",
    "Register_Token": " ",
    "Widget_Url": " ",
   
   "MS_Token_Url": "/oauth2/v2.0/token",
    "MS_TokenBaseURL": "https://login.microsoftonline.com",
    "Graph_URL": "https://graph.microsoft.com",
    "GraphScope": "https://graph.microsoft.com/.default",
    "Azure_TenantId": " ",
    "Azure_ClientId": " ",
    "Azure_ClientSecret": " ",
    "SharePointSite_URL": " ",
    "sharepointSiteDrives_Url": " "
   }

4. Update the JSON Value field as below:

   1. Contact TechnoMile for the following details, as these values vary across CRM instances and clients:

      • ApiGateway_BaseURL

      • Api_ClientId

      • Api_ClientSecret

      • DynamicsEvents_Endpoint

      • Token_Url

      • Widget_BaseURL

      • Widget_ClientId

      • Widget_ClientEmail

      • Widget_ClientSecret

      • Widget_TokenUrl

      • Register_Token

      • Widget_Url

   2. Enter the Directory (tenant) ID, Client Secret, and Application (client) ID obtained from the Azure portal here:

      • Azure_TenantId

      • Azure_ClientId

      • Azure_ClientSecret

   3. To get the SharepointSite_URL and SharePointSiteDrives_URL:

      1. Click the Settings icon and select Advanced Settings. 
         

      2. Select Document Management > Document management settings.
         

      3. Click Next.
         

      4. Copy the SharePoint site URL and paste it into the SharePointSite_URL JSON value.
         

      5. Use your SharePointSite_URL to derive the SharePointSiteDrives_URL.
         For example, if your SharePointSite_URL is https://acme.sharepoint.com/folder/site

         then the SharePointSiteDrives_URL will be /v1.0/sites/acme.sharepoint.com:/folder/site:/drives.

NOTE

For GCCH, change the MS_TokenBaseURL, Graph_URL, and GraphScope from login.microsoftonline.com to login.microsoftonline.us.

The following screen shows an example of the product configuration record for Mila Agreement Document Compare widget.

Updating Product Configuration Record for ICI

To update the product configuration record for ICI:

1. In the Product Configuration page, locate and open ICI Configurations.

2. In the JSON Value field, update the AgreementAutoFileUpload value to true to enable the Mila widget on the Agreement form.

3. Click Save.
   

Update Environment Variables

Retrieving SharePoint Site URL and SharePoint Library ID

To retrieve the SharePoint document library ID from the SharePoint site:

1. In your SharePoint site, navigate to Documents > Agreements.
   

2. Click the Settings icon and select Library settings.
   

3. Click More library settings.
   

4. Copy and save the SharePoint Site URL and SharePoint Library ID (GUID) without URL encoding (%7B and %7D) for use in the next steps.
   

Updating SharePoint Site URL

This section describes two alternative methods for configuring the SharePoint Site URL. Complete the configuration using either one of the methods:

• Updating SharePoint Site URL from Power Apps

• Updating SharePoint Site URL from Advanced Find

Updating SharePoint Site URL from Power Apps

To update the SharePoint Site URL:

1. Go to https://make.powerapps.com/

2. Go to Solutions and select the required GRC solution.

3. Navigate to Objects > Environment Variables > SharePoint Site URL.

4. Paste the SharePoint Site URL copied during the previous step into the Default value field, then click Save.
   

Updating SharePoint Site URL from Advanced Find

To update the SharePoint Site URL:

1. In your Microsoft Dynamics instance, click the Settings icon and select Advanced Settings.
   

2. Click the Filter icon.
   

3. In the search window, locate and select Environment Variable Definitions, then click Continue.
   
   

4. Click Edit Filters.
   

5. Add the following filter

   • Schema Name → Equals → clm_SharePointSiteURL

   Alternatively, use Contains if you are unsure of the exact schema name.
   

6. Click Apply.

7. Open the environment variable definition.
   

8. Paste the SharePoint Site URL copied during the previous step into the Default value field, then click Save.
   

Updating the SharePoint Library ID

Locate and update the SharePoint Library ID:

1. In your Microsoft Dynamics instance, click the Settings icon and select Advanced Settings.
   

2. Click the Filter icon.
   

3. In the search window, locate and select Environment Variable Definitions, then click Continue.
   
   

4. Click Edit Filters.
   

5. Add the following filter

   • Schema Name → Equals → clm_SharePointLibraryId

   Alternatively, use Contains if you are unsure of the exact schema name.
   

6. Click Apply.

7. Open the environment variable definition.

   

8. Paste the SharePoint Library ID copied during the previous step into the Default value field, then click Save.
   

NOTE

After deploying the solution to a new environment, configure this environment variable with the appropriate SharePoint Document Library ID.