Read First: Customization Recommendations

Introduction to Solution Customization

Solution customization primarily refers to any change to a solution object that can be moved within a custom solution to another Power Platform environment. While there are many customization options available within a Microsoft 365 Power Platform environment, there are guidelines that are recommended when working with a managed solution such as BrightWork 365, particularly due to how these affect future solution upgrades. Our guidelines will help you understand the recommended approach to take if you decide to make changes to components of the out of the box solution. You also have the option to reach out to support365@brightwork.com with any upgrade concerns you might have.

  • We strongly recommend working alongside a BrightWork Customer Success Partner to customize components within BrightWork 365. See the Deployment section for more information.
  • If a BrightWork 365 upgrade contains new elements that are associated with components that have been previously customized in your app, such as a new tab section on a form, etc., those new elements will need to be manually applied to your solution. Contact your Customer Success Partner for more information.

Managed and Unmanaged Solutions

The Microsoft Power Platform uses solutions to implement an application lifecycle management process. There are two types of solutions: unmanaged and managed.

Unmanaged solutions are primarily used in development environments when changes are still being made to an application. With unmanaged solutions you can:

  • Add and remove components.
  • Export the solution.

Managed solutions such as BrightWork 365 are fully developed and are intended to be distributed, installed and used for production purposes. The following are attributes of managed solutions:

  • Components cannot be added or removed.
  • Managed solutions cannot be exported.

For more information see Solution Concepts


BrightWork 365 Solution Components

The solution editor screen displays a list of solution components relevant to BrightWork 365.


Recommended Process for Component Customization

Customers can make a limited number of changes directly in the BrightWork 365 managed solution such as changes to Dashboards, Business Rules, Security Roles (you will need to preserve the BrightWork included security roles), Flows, and personal Views and personal Charts. Outside of this very limited set, it is strongly recommended to follow the approach outlined below.
Note: You will need to be at least a Power Platform System Administrator to be able to perform component configuration steps.

  • If you decide to modify solution components, we advise that you follow Microsoft's recommendation to have separate Dev and Test Power Platform environments, in addition to the original installation Production environment. See Create Environment.
  • It is important to be aware of the implications of hiding key fields and the effect this can have on other areas of the app, for example the effects of hiding the Issue Status column on various views, charts and Power BI. Contact your Customer Success Partner for more information.

First Time Setup Process for Component Customization

  1. Install the same version of BrightWork 365 that is installed in your Power Platform Production environment as a managed solution in your Dev and Test environments.
  2. In the Dev environment, create a clean unmanaged second solution. See Create Solution. This unmanaged solution is necessary because it is not recommended to modify components directly in a managed solution. It is also not recommended to create an unmanaged solution in a Production environment. See Understand How Managed Solutions are Merged.

Ongoing Process for Component Customization

In your Dev environment, in the clean unmanaged solution previously created:

  1. Add new objects (e.g. Project Form) and the specific existing BrightWork 365 components requiring modification - do not choose All Components and add only those specific elements needed for your customization in order to keep the unmanaged solution as clean as possible.
  2. Modify the added components as necessary - see the various customization Knowledge Base articles.
  3. Export your modified solution as a managed solution. See Export Solutions.

In your Test environment:

  1. Back up the current BrightWork 365 solution.
  2. Import the managed solution that contains your modifications using the same account that was used to install BrightWork 365; this new imported managed solution will be layered with the original installed BrightWork 365 managed solution.
    Note: Only users with a Power App Per user license should perform a solution import.
  3. Import any new custom forms and templates. See section "Import Forms and Templates" in the BrightWork 365 Install Guide.pdf
  4. Test the functionality of the BrightWork 365 app with the modified components before proceeding to your Production environment.

In your Production environment:

  1. Back up the current BrightWork 365 solution.
  2. Import the managed solution that contains your modifications using the same account that was used to install BrightWork 365. This new imported managed solution will be layered with the original installed BrightWork 365 managed solution.
    Note: Only users with a Power App per user license should perform a solution import.
  3. Import any new custom forms and templates. See section "Import Forms and Templates" in the BrightWork 365 Install Guide.pdf