Popular Articles

  1. Using BrightWork 365 as an App

    The BrightWork 365 app can be added as a desktop app via tools included with the Microsoft Edge and Google Chrome browsers. Microsoft Edge Open your BrightWork 365 application using Microsoft Edge and select the ellipsis on the top right of the...
  2.  User Management

  3.  Under a Minute: Create a New Request

  4. Request Form Details

    This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. Request Tabs Request Details The Request Details tab contains fields relevant to moving the request process forward as well as fields that will be copied over to the rela...
  5. Using Power Automate to Set the Value of a Lookup Column

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. When using Power Automate to set the value of a Lookup column in an unmanaged solution, you must wrap the value in a lookup table plural value (classic name for this is...
  6.  Under a Minute: Create a Program

  7. Microsoft Excel

    This article is for BrightWork 365 Release September 2023 (v1.8) and newer.   View Excel Data in BrightWork 365 When Microsoft Excel is added to Power Apps, Excel becomes a data source. You can view the Excel table data within Power App...
  8. Contacts

    2024-2 Located in the Admin Area > People section of the app, the Contacts feature provides a location to store information about people external to your organization such as vendors and contractors. These contacts can also be used to...
  9. Power Apps Dashboards Overview

    2024-2 The Dashboards Section The Dashboards  section contains multiple BrightWork 365 Power Apps charts, each with many views of their own for further drilling down into project details. The first series of char...
  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...