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Last Updated: 08/18/2026
in Customer Success Training
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Last Updated: 08/18/2026
in Customer Success Training
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Last Updated: 01/14/2026
in Administration
There are a number of options available to enable 3rd party access to BrightWork 365 content. Determining which of the below might be the most appropriate would likely be for a conversation with your IT admin and depend on the project or 3rd par...
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In order to collaboratively work on customizations together with BrightWork, you will need to add a BrightWork Customer Success local user to your Microsoft 365 tenant and Power Platform development environment: Navigate to the Microsoft 365 Ad...
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Last Updated: 03/24/2026
in Administration
It is a recommended best practice to run through a series of tests to verify that an installation has completed successfully in your environment. This article outlines some initial tests that can be performed to assist with this verification. ...
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Who Is This Guide For?
This guide is aimed primarily at Senior Executives and Program Managers who need to maintain oversight of work and projects across an entire project portfolio in the organization. In this training guide you'll learn a...
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Who Is This Guide For?
This guide is aimed primarily at team members; however, any member of the organization who will be using BrightWork 365 and is new to the Power Platform will also benefit from this guide.
Prerequisites
We su...
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Last Updated: 06/17/2026
in Customization Configuration
2026-2 & 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 Tab...
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Last Updated: 12/10/2025
in Administration
Option 1 Go to Admin Area > Global Settings > Global Setting > Version tab > Version Number. Option 2
Go to make.powerapps.com and select the environment that contains the BrightWork 365 solution.
Click on Solutions in the Site Ma...
