Administration

Is it possible to get pre-install assistance from BrightWork? Yes, we strongly recommend working alongside the BrightWork Support team to initiate the pre-install process, as this will ensure proper procedures are followed; this service is incl...

We strongly recommend working alongside the BrightWork Support team to initiate the pre-install process, as this will ensure proper procedures are followed; this service is included as part of the BrightWork 365 Start Service . Customer...

See also Pre-Install Power Platform Environment Instructions . Prior to installing or upgrading BrightWork 365 please contact BrightWork Support to schedule a technical consultation to ensure all prerequisites are in place for a succes...

Import a Custom Solution Supplied by BrightWork If you import a solution into a managed environment, the Power Platform Solution Checker automatically runs. This means that environment Sys Admins will likely get an email indicating that many high ...

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 verificati...

If you import a solution into a managed environment, the Power Platform Solution Checker automatically runs. This means that environment Sys Admins will likely get an email indicating that many high severity issues were found. These are false pos...

Project Management Introduction If you have an older custom form that is based on an out of the box form that has since been upgraded with new features you would like to utilize, this can be accomplished by either: Applying your customizations ...

It is a recommended best practice to run a set of tests to verify that an upgrade has completed successfully in your environment. This article outlines some initial tests that can be performed to assist with this verification. You can also choose ...

2025-1 & 2024-2                     Definitions Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative.  User Security: Defines user access to Tables...

2025-1 & 2024-2       BrightWork 365 provides multiple security roles to choose from, each with a different purpose. The roles noted below are grouped by how they are used in the solution. For more granular security role details ...

In the Microsoft Power Platform admin center: Select the BrightWork 365 environment. Select Settings . Expand the Business category. Select Currencies . Select New at the top of the screen. Select the Currency Code value to add to...

2025-1 & 2024-2 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. ...

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...

Create a Microsoft Team for a BrightWork 365 Program Before creating a Microsoft Team for a BrightWork 365 program, check if one has already been created and assigned to the program:  In the Portfolios > Program section of the Site Map, click i...

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 party...

An external guest user can be added to your Microsoft 365 tenant and Power Platform environment to allow the user access to the BrightWork 365 app.  Navigate to the Microsoft 365 Admin Center at https://admin.microsoft.com/ . Expand Users ...

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...

By default, deleted projects are permanently removed and cannot be restored. However, Microsoft has added an optional Recycle Bin feature to Power Platform environments that must be manually enabled by an admin. Note this feature may still be ...

In order to determine BrightWork 365 app activity for a given user, follow the steps in one of the methods documented below. Access Auditing is forward tracking only. Method 1 - Classic UI   Navigate to  https://...

Telemetry provides data about what's going on within a model-driven app or on the server. Telemetry is crucial as it allows you to get a profile of app usage, detect performance problems and app crashes. Without this data, the app or service is a ...

In order to protect your BrightWork 365 data you will want to ensure your environment is on a backup routine. We recommend checking with your organization's Microsoft 365 Power Platform Administrator to see which local policies and practices are i...

Removing a Solution or an Environment deletes all the associated data. This should be done with extreme caution. You need to be a Power Platform Administrator to carry out these steps. You have two options to remove BrightWork 365 from you...

This article is relevant for customers using custom BrightWork 365 forms, and for customers using releases prior to 2024-2. Customers with custom BrightWork 365 forms can also discuss custom resolution options with their Customer Success Partner....