Updated Articles

  1. 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 . Customer...
  2. Request Approval Process

    2026-1 & 2025-2 Your browser does not support HTML5 video. Project Management Context Projects may start with a decent idea, but that doesn’t guarantee their success. Starting the wrong project at the wrong time is the best way to ...
  3. BrightWork 365 Starter Project Templates

    2026-1 Project Management Context Not having a standard way to plan and manage projects is a common challenge among project managers. This is why adopting a configurable template approach from project selection to project close is c...
  4. Project Stage Approval Process

    2026-1 & 2025-2 Your browser does not support HTML5 video. Project Management Context Most projects benefit greatly from having a control process in place to move them along from one stage to the next while they...
  5. Content Templates

    2026-1 & 2025-2                                                           Project Management Context Users have the option to create a special type of template from an existing project that wi...
  6. Post Install 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. ...
  7. Tasks Grid

    This article is for Projects created in BrightWork 365 version 2026-1 and later . How do you determine the BrightWork 365 version the project was created in? If a project's tabs section contains a Tasks tab rather than a Ga...
  8. Document Management

    2026-1 This article is for Projects, Programs, and Portfolios created in BrightWork 365 version 2025-2 and later. For all other solution versions, see the older article version tabs at the top of this article. ...
  9. Read First: Customization Notes

    Introduction Solution customization primarily refers to any change to a solution object that can be moved within a custom solution to another Power Platform environment. These changes are typically done in the Make area of Power Apps. Wh...
  10. Technologies Used

    BrightWork 365 ties together several solutions, including those in your instance of Microsoft 365, allowing you to fully leverage your investment in this powerful platform.