Updated Articles

  1. Add a BrightWork Customer Success Local User

    Last Updated: 08/01/2023 in Customer Success Customer Success Topics
    In order to collaboratively work on customizations together with BrightWork, you will need to add a BrightWork Customer Success local user to your Microsoft 365 tenant and Power Platform development environment: Navigate to the Microsoft 365 Ad...

  2. What is a BrightWork Customer Success Partner?

    Last Updated: 07/20/2023 in Getting Started Onboarding & Quick Start Guides Orientation
    A BrightWork Customer Success Partner is not just a team member; they are your dedicated partner in achieving project management success. With their extensive knowledge of project management processes, best practices, and templates that harness ...

  3.  Status Reporting

    Last Updated: 06/20/2023 in Getting Started Categorized Training Videos Projects
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  4. Add BrightWork Tables to Dynamics 365 App for Outlook

    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...

  5.  Edit Choices in a Managed Solution

    Last Updated: 03/20/2023 in Getting Started Categorized Training Videos Configuration
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  6.  Request and Project Templates

    Last Updated: 03/08/2023 in Getting Started Categorized Training Videos Configuration
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  7.  Project Stage Approval Process

    Last Updated: 03/08/2023 in Getting Started Categorized Training Videos Projects
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  8.  Request Approval Process

    Last Updated: 03/08/2023 in Getting Started Categorized Training Videos Requests
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  9.  Canceling In Progress Approvals

    Last Updated: 02/20/2023 in Getting Started Categorized Training Videos Requests
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  10.  Programs

    Last Updated: 12/02/2022 in Getting Started Categorized Training Videos Portfolios
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