New Articles

  1. Projects - Videos

  2. Requests - Videos

  3. Pre-Install Power Platform Environment Instructions

    We strongly recommend working alongside the BrightWork Support team to initiate the pre-install process, as this will ensure proper procedures are followed; this service is included as part of the BrightWork 365 Start Service . Customer...
  4. Form Configurator

    2024-2 Also see the  Form Configurator Best Practices article. Project Management Context The Form Configurator tool provides Template Editors with the ability to hide or show Project Template form Tabs, Sections, and Column...
  5. BrightWork 365 Starter Project Templates

    2024-2 Project Management Context Not having a standard way to plan and manage projects is a common challenge among project managers. This is why adopting a configurable template approach from project sel...
  6. Add a Column to a Form

    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. Approvals in Microsoft Teams

    This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. 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 Micr...
  8. Project Documents Dashboard - Power BI

    2024-2 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 Iss...
  9. Resource Utilization - Power BI

    2024-2 Your browser does not support HTML5 video. Project Management Context Managing resources effectively is fundamental to project success as it helps in controlling costs, optimizing productivity, minimizin...
  10. 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...