Popular Articles

  1. Find Your BrightWork 365 Version Number

    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...
  2.  Video: Create a Task

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  3. Personalization Settings

    To configure Personalization Settings such as time zone, and formats for number, currency, time and date: Select the Settings gear at the top of the BrightWork 365 app. Select  Personalization Settings . Personal Tim...
  4.  Video: Create Projects without a Request

  5. 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...
  6. Senior Executive

    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 abo...
  7. Approvals in Microsoft Teams

    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...
  8. 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...
  9. Team Member

    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...
  10.  Administration Videos