Growth - Provisioning Guide

Change Summary

Overview

TechnoMile's Growth Suite provides Government Contractors with a complete Capture Management System on the highly-flexible and scalable Microsoft Dynamics platform. The application provides Capture Managers with the tools that they need to capture new businesses, collaborate with partners, identify potential competitors, and streamline capture processes.

This document explains how to install and configure the TechnoMile’s Growth Suite in your organization.

Audience

• Microsoft Dynamics Administrators

• IT Support

Prerequisites

Please contact TechnoMile Support or email support@technomile.com for the following information prior to starting your installation:

• TechnoMile Growth Suite installation package

• User login with System Administrator or System Customizer permissions

• API List.csv

• Product Configuration Data.csv

• Revenue Projection Formula.csv

• Accounts.csv

• Account_Parent.csv

Steps for Installation

Tips:

• It is recommended to install the Growth Suite in a Sandbox environment for testing, prior to its installation in your Production environment.

• Please contact TechnoMile Support or email support@technomile.com for a separate Growth Suite installation package for your Sandbox/Test environment.

1. Log in to your Microsoft Dynamics instance.

2. Open App Launcher.

3. Click All apps.

   

4. Click Power Apps.

5. Click Environment and select an Environment of your choice.

6. Go to Solutions and click Import solution.

   A popup window opens.

7. Click Browse.

8. Select the TechnoMile_Growth_Suite…managed installation package received from TechnoMile.
   TechnoMile_Growth_Suite…managed installation package is uploaded.

9. Click Next.

10. In the Import a solution window, ensure that you select the Enable Plugin steps... checkbox in the Advanced Settings section and click Next.

11. Proceed with the remaining steps and click Import.
    A success message - Solution TechnoMile Growth Suite Sales App Capture imported successfully displays and the Solutions page now displays the TechnoMile Growth Suite Sales App Capture package under the list of Managed packages.

    

Steps for Configuration

Import API Data

1. Click the Settings icon and select Advanced settings.

2. Open the Settings sitemap and click Data Management.
   

3. Click Imports.

4. Click IMPORT DATA.

   A popup window opens.

5. Click Choose File.

6. Select the API List.csv file that you received from TechnoMile, which is saved on your system.

   API List.csv file is selected.

7. Click Next.

8. Proceed through the Review File Upload Summary and Select Data Map steps by clicking Next.

9. Click the drop-down menu under the Microsoft Dynamics 365 Record Types column to select Config and click Next.
   

10. Click the drop-down menu next to Analytics Access Token Url under Optional Fields and select Analytics Access Token Url.

11. Similarly, perform the same step as shown above for Analytics Client Id and Analytics Client Secret and click Next.

12. Click Next again.

    

13. Enter Data Map Name as Account Management and click Submit.

14. Click Finish.API List is imported.

Import Product Configuration Data

1. Re-open the Settings sitemap and click Data Management.

2. Click Imports.

3. Click IMPORT DATA.

4. Click Choose File.

5. Select the Product Configuration Data.csv file that you had received from TechnoMile, which is saved on your system and click Next.
   

6. Click Next again.

7. Click Next again.

8. Click the drop-down menu under the Microsoft Dynamics 365 Record Types column to select Product Configuration and click Next.

9. Click Next again.

10. Click Next again.

11. Click Finish.
    Product Configurations are imported.
    

Import Revenue Projections Formulae

1. Re-open the Settings sitemap and click Data Management.

2. Click Imports.

3. Click IMPORT DATA.

4. Click Choose File.

5. Select the Revenue Projection Formula.csv file that you received from TechnoMile and click Next.
   

6. Click Next again.

7. Click Next again.

8. Click the drop-down menu under the Microsoft Dynamics 365 Record Types column to select Revenue Projection Formula and click Next.

9. Under Optional Fields, ensure that Field Name and Logical Name is selected under the Dynamics 365 Fields column for the Field Name and Logical Name fields.

10. Click Next again.

11. Enter Revenue Projection Formula as Data Map Name and click Submit.

12. Click Finish.
    Revenue Projection Formula is imported.

Register an Application on Microsoft Azure

1. Go to Azure Active Directory using https://portal.azure.com/

2. Click the Portal menu and select Azure Active Directory.

3. Click App registrations and then click New registration.
   

4. Enter Name as Microsoft Dynamics Growth.

5. Choose Supported account types as Accounts in this organizational directory only.

6. Select Redirect URI as Web.

7. Click Register.Microsoft Dynamics Growth application is registered on Azure.

Configure Certificates & Secrets Settings

1. Click Certificates & secrets and then click New client secret.

2. Enter field details such as Description, Expires, Start, and End and click Add.
   Client secret details are added.

   NOTES:

   • While adding Client secret details, the Expires field has multiple values such as 3 months, 12 months, Custom, etc. Here, you can select any value as per your requirements.

   • Note that post selecting the Custom in the Expires field, the Start and End fields also must be specified.

   

3. Copy Value that is placed next to the Expires field as shown in the image below.

   NOTE:

   Value field displays without masking only at the time of creation of Client secret. On subsequent visits to this record page, you can only view a masked version of the Client secret.

4. Paste the copied Value as Password into an application such as Notepad.

Configure API Permissions

1. Click API permissions and then click Add a permission. Microsoft APIs tab opens.

2. Scroll down and click Dynamics CRM.API permissions are configured.

3. Click Grant admin consent.

Configure Manifest Settings

1. Click Manifest.
   Ensure that both allowPublicClient and oauth2AllowImplicitFlowvalues are set to true.

2. Click Overview.

3. Hover your cursor over Application ID.

4. Click the Copy to clipboard icon.

   NOTE:

   Once Application ID is copied, the hover text Copy to clipboard changes to Copied as highlighted in the image below.

   

5. Paste the copied Application ID as App ID into an application such as Notepad.

6. Similarly, perform the same step as shown above to copy Directory ID.

7. Paste the copied Directory ID as Directory ID into an application such as Notepad.

8. Go back to Azure Active Directory and click App registrations.

   NOTE:

   Microsoft Dynamics Growth application displays in the list as highlighted in the image below.

   Microsoft Dynamics Growth application is registered on Azure.

Add GovWin Credentials

1. Go back to Advanced settings and click the Advanced Find icon.
   Advanced Find window opens.

2. Click the drop-down menu against Look for, select Gov Credentials, and click Results.
   

3. Click New Gov Credentials.
   New Gov Credentials window opens.

4. Enter Name, Access Token, Client Id, Client Secret, End Point, User Name, Password, and Refresh Token and click Save & Close.

   NOTE:

   Owner field is auto-populated.

   

Import Account Customizations

1. Go back to the My Imports page and click Data Management.
   

2. Click Duplicate Detection Rules.
   

3. Select the checkboxes against the following Rule Names:

   • Accounts with the same Account Name

   • Accounts with the same e-mail address

   • Accounts with the same phone number

   • Accounts with the same website
     

4. Click Unpublish.

   Unpublish Rule message displays.

5. Click OK.
   

6. Click Data Management again.

7. Click Imports.

8. Similarly, perform the same steps as shown here from steps 4 - 14 to import Accounts.csv file.

   NOTE:

   In step 10, while selecting a value under the Microsoft Dynamics 365 Record Types column, select Account.

   

9. Again, as in step 10, while selecting a value in the drop-down menu against Address 1, select Ignore.

10. Similarly, select Ignore for the following fields and click Next:

    • Address 2

    • Aging 30

    • Aging 60

    • Aging 90

    • Date Of Opportunity Closed

    • Date Signed

    • Exchange Rate

    • Last Date Included in Campaign

    • On Hold Time (Minutes)

    • Open Deals

    • Open Revenue

    • Price List

    • Record Created On

    • Time Spent by meAccounts are imported.
      

11. Click the Advanced Find icon again.

12. Click the drop-down menu against Look for and select Accounts.

13. Click the drop-down menu under Look for and select Created On.

14. Then, against Created On, select Today and click Edit Columns.Edit Columns window opens.

15. Select the Primary Contact column and click Remove.

16. Click OK.Primary Contact column is removed.

17. Similarly, remove the Main Phone column.Main Phone column is removed.

18. Click Add Columns.

19. Select the Parent Account checkbox and click OK.Parent Account column is added.

20. Click OK again.

21. Go back to Advanced Find and click Results.Search results display.

22. Click Export Accounts.Accounts are exported to an Excel file.

23. Open the exported Excel file.

24. Also, open the Account_Parent.csv file that you had received from TechnoMile, which is saved on your system and select all the records under the Parent Account column.

25. Right-click the selected records and click Copy.

26. Paste the Parent Account column records copied in the previous step into the recently exported Excel file.

27. Save and Close the file.

28. Go back to the My Imports page and click IMPORT DATA.

    

    A popup window opens.

29. Click Choose File.

30. Select the recently edited Excel file and click Next.

31. Click Submit.

32. Click Finish.
    Parent Accounts are imported.

Add User

1. Open App Launcher and click Admin.

2. Click Add user.
   

3. Enter First name, Last name, and Username.

   NOTE:

   Display name field is auto-populated once you click inside the field.

   

4. Choose Let me create the password, enter a Password, and click Next.
   

5. Click Next again.

6. Choose Admin center access, select the roles to be assigned to this User, and click Next.
   

7. Click Finish adding.

8. Click Close.
   You can view the newly added User by expanding Users and clicking Active users.User is added.

Add User as Employee

1. Go back to Default Solution.

2. Click All and select Entity.

3. Search for and click User.

4. Go to Forms and click User again.

5. Select and drag-and-drop the Add As an Employee field into the User Information section.
   

6. Click Save and then click Publish.

7. Go to TechnoMile Growth app using App Launcher and click the Advanced Find icon.

   

8. Click the drop-down menus against Look for and select Users, against Use Saved View and select Enabled Users, and click Results.

9. Click a Full Name to open a User record.

10. Scroll down, select Yes in the Add As an Employee field, and click Save.

    NOTE:

    Once the Add as an Employee field has been set to Yes, the field becomes locked and its value CANNOT be edited.

    You can view the newly added Employee by clicking Employees and selecting Users added as an employees under System Views.User is added as an Employee.

Add Employee

1. Click New.
   

2. Enter field details such as Name, Working Hour, Hourly Cost, etc. and click Save & Close.
   Employee is added.
   

Sync Employee Data from Azure Entra ID into Microsoft Dynamics

Ensure that you follow and perform all the steps listed in the Sync Employee Data with Azure Entra ID on Microsoft Dynamics - Configuration Guide to extract Employee records from Entra ID into your Microsoft Dynamics instance.

Add Labor Category

1. Click the Advanced Find icon.

2. Click the drop-down menu against Look for, select Labor Categories, and click Results.

3. Click New Labor Category.

4. Enter field details such as Labor Category Name, Cost/Hour, Anticipated Start Date, etc. and click Save & Close.Labor Category is added.

Add Field-level Security to Profiles

1. Go to https://admin.powerplatform.microsoft.com

2. Post login, click Environments.
   

3. Click an Environment for which field-level security needs to be added such as Config Setup.
   

4. Click Settings.
   

5. Click Users + permissions and then click Column security profiles.
   

6. Click New Profile.
   Create new column security profile popup window opens.

7. Enter a Name and Description and click Save.

8. Click Growth Admin Field Level Security.

9. On the Column Permission tab, select the records having names starting with fedcap_ and click Edit.
   Edit column security window opens.

10. Select Allowed against the Read, Update, and Create fields and click Save.
    Values of the Read, Update, and Create fields are changed to Allowed.

11. Go to Teams.
    

12. Click Click here to Add Teams.Add teams window opens.

13. Select a team and click Add.
    Team is added to the Growth Admin Field Level Security profile.
    

Relationship Mapper Configuration

1. In TechnoMile Growth app, go to TechnoMile Configurations, click Relationship Mapper Config, and select an entity such as Opportunity.

   NOTES:

   • In Growth App version 5.5 or lower, the Past Performance and Contact Role entities were a part of Ownership > Organization.

   • In Growth App version 5.6, these entities have been deprecated and replaced with the Past Performance and Contact Role entities that are now a part of Ownership > User and Team.

   • For Existing Customers with Growth App version 5.5 or lower, data migration is required to be done to move data from Contact Role (fedcap_contactrole) to Contact Role (tm_contactrole) and from Past Performance (fedcap_pastperformance) to Past Performance (tm_pastperformance).

   2. Select the field(s) that you want to view on Contact Cards and click the right arrow icon.

NOTES:

• You can rearrange the order of the selected fields to be displayed on a Contact Card using the upward and downward arrow icons.

• You can choose a maximum of up to 4 fields to be added on a Contact Card.

• You can remove a selected field by clicking the left arrow icon.

3. Click Save.
   Contact Card field(s) are added.