New Articles

  1. Approvals in Microsoft Teams

    Created On: 05/16/2023 in Projects
    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...

  2. Project Documents Dashboard - Power BI

    Created On: 05/09/2023 in Portfolios
    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 Issue...

  3. Resource Utilization - Power BI

    Created On: 05/02/2023 in Portfolios
    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, minimizing ...

  4. Add BrightWork Tables to Dynamics 365 App for Outlook

    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...

  5. Add a New Form Section

    Created On: 03/23/2023 in Customization Customization
    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. If you are using BrightWork 365 release September 2023 (v1.8) or newer, also first read Form Configurator ....

  6. Add a New Form Tab

    Created On: 03/23/2023 in Customization Customization
    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. If you are using BrightWork 365 release September 2023 (v1.8) or newer, also first read  Form Configurator ....

  7. Edit Choices in a Managed Solution

    Created On: 03/20/2023 in Getting Started Categorized Training Videos Configuration
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  8. Edit Choices in a Managed Solution

    Created On: 03/14/2023 in Customization Configuration
    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. 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 fl...

  9. Request and Project Templates

    Created On: 03/08/2023 in Getting Started Categorized Training Videos Configuration
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  10. Project Stage Approval Process

    Created On: 03/08/2023 in Getting Started Categorized Training Videos Projects
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