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Created On: 08/21/2023
in Administration
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 . Customers ...
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Created On: 08/09/2023
in Customization Configuration
2025-2
Also see Form Configurator Best Practices .
Project Management Context
The Form Configurator tool provides Template Editors with the ability to hide or show Project Template form Tabs, Sect...
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Created On: 07/12/2023
in Projects
2025-2
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...
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Created On: 06/26/2023
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...
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Created On: 05/16/2023
in Projects 2025-2 Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, and BrightWork Approvals , as part of the Request and Project approval processes you c...
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Created On: 05/09/2023
in Portfolios
This article only applies to projects created with BrightWork 365 versions prior to 2025-2. If your solution does not have any such projects, the dashboard will not present properly. The Project Documents Power BI Dashboard displays do...
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Created On: 05/02/2023
in Portfolios
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Project Management Context
Managing resources effectively is fundamental to project success as it helps in controlling costs, optimizing productivity, minimizing risks, ensurin...
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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...
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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 ....
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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 ....