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Last Updated: 09/04/2024
in Administration
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...
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Last Updated: 01/07/2025
in Requests
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...
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Last Updated: 09/26/2023
in Customization Customization 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...
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Last Updated: 11/07/2024
in Interface
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...
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Last Updated: 12/12/2024
in Projects
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...
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Last Updated: 12/12/2024
in Portfolios
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...
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Last Updated: 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...