New Articles

  1. Webinar: Control the Project Lifecycle (Apr 2023)

  2. Webinar: Start the Right Projects At the Right Time [Mar 2023)

  3. Approvals in Microsoft Teams

    Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, you can also do so within Microsoft Teams by installing Approvals in Microsoft Teams.  See the ar...
  4. Project Documents Dashboard - Power BI

    The Project Documents Power BI Dashboard displays documents from across your projects and includes links for easy access. The report includes documents from: Project Requests Project Tasks Project Issues Project Risks Project Actions P...
  5. Add BrightWork Tables to Dynamics 365 App for Outlook

    Microsoft Dynamics 365 App for Outlook allows you to track an email in your inbox against a record in BrightWork 365. By default, the only tables you can do this against are Accounts and Contacts. Should you wish to track against other tables (e.g...
  6. Add a New Form Section

    Be sure to first read the Customization Notes article. If your solution has a custom form and a BrightWork 365 upgrade contains changes to the original out of the box version of that form, the new changes will need to be manually applied to y...
  7. Add a New Form Tab

    Be sure to first read the Customization Notes article. If your solution has a custom form and a BrightWork 365 upgrade contains changes to the original out of the box version of that form, the new changes will need to be manually applied to y...
  8. Edit Choices in a Managed Solution

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  9. Edit Choices in a Managed Solution

    The System Customizer or System Administrator security role is required in the relevant environment to edit choices. If you currently have a custom solution, and a flow or piece of code uses values in a choice field (as opposed to the choices...
  10. Request and Project Templates

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