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Created On: 05/16/2023
in Projects
2026-2
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 ...
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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
2026-2
Project Management Context
Managing resources effectively is fundamental to project success as it helps in controlling costs, optimizing productivity, minimizing risks, ensuring quality, maintaining timelines, ...
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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 ....
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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...
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