-
-
-
Created on: 05/16/2023
in Projects 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...
-
Created on: 05/09/2023
in Portfolios 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...
-
Created on: 04/25/2023
in Administration 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...
-
Created on: 03/23/2023
in Customization Customization 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...
-
Created on: 03/23/2023
in Customization Customization 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...
-
Your browser does not support HTML5 video. ...
-
Created on: 03/14/2023
in Customization Configuration 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...
-
Your browser does not support HTML5 video. ...