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Created On: 10/09/2023
in Projects
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Created On: 10/09/2023
in Requests
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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 . Customer...
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Created On: 08/09/2023
in Customization Configuration
2026-1
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, Sectio...
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Created On: 07/12/2023
in Projects
2026-1 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 selection to project close is c...
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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 2026-1 & 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 proces...
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Created On: 05/09/2023
in Portfolios
The Project Documents - Power BI dashboard only displays documents added to BrightWork 365 in solution versions prior to 2025-2. The Project Documents Power BI Dashboard displays documents from across your projects and includes links ...
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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...