Administration

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Find Your BrightWork 365 Version Number
Go to make.powerapps.com and select the environment that contains the BrightWork 365 solution. Click on Solutions in the Site Map. Click the 3 dot menu for the BrightWork 365 solution and click Settings . The version number will b...
Pre-Install Power Platform Environment Instructions
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 . For additional ...
BrightWork 365 Install & License Notes
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 successful ins...
Add the BrightWork 365 App as a Desktop 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 b...
Post Installation Verification Checklist
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. Pre...
Upgrading BrightWork 365
Release Notes & Upgrade Guide See the Release Notes section of this Knowledge Base for content related to new features, enhancements, and bug fixes.  See the BrightWork365 Upgrade Guide.pdf for upgrade details. Solution Flows and t...
Post Upgrade Verification Checklist
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 ...
Custom BrightWork Forms and App Upgrades
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 to the new out of t...
Import a BrightWork Custom Solution
Import a Custom Solution Supplied by BrightWork Navigate to the Solutions folder in the BrightWork 365 install environment using the link https://make.powerapps.com .  Click Import . Select the solution ZIP file supplied by BrightWork...
BrightWork User Management
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, Columns, Rows, etc., in the Power Platform Dataverse...
BrightWork Security Roles Details
      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 see the sp...
3rd Party Access to BrightWork 365
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...
Add an External Guest User
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 U...
User Activity Audit
In order to determine app activity for any given user, follow these steps:  Navigate to  https://admin.powerplatform.microsoft.com/environments .   Click the BrightWork 365 Environment .   Click  ...
Microsoft Teams Admin Guide
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, c...
Managing the SharePoint Throttling Limit
Introduction SharePoint has an indexing limit that is reached when a document library contains more than 5000 items. When the limit is reached you will see a message like the one below:   This is not just a limitation of the Power Pla...
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...
Telemetry Data
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 i...
Environment Backups
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 a...
Uninstall BrightWork 365
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...
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