Dynamics 365 for Financial Services

BrightWork 365 connects with Microsoft Dynamics to unify data and deliver full visibility for on-time project delivery.

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Centralize Financial Project Reporting

Managing compliance projects and client data in separate spreadsheets creates information silos and risk. BrightWork 365 connects directly to Microsoft Dynamics, centralizing your data for accurate, real-time reporting.

  • Improve decisions with data-backed insights.

  • Track portfolio performance indicators.

  • Increase project visibility for executives.

Dashboards for Faster Insights

Use our ready-to-use templates and dashboards to accelerate analysis and reporting. BrightWork 365 provides pre-configured views tailored for financial services, helping your teams to:

  • Use prebuilt Dynamics apps.

  • Connect multiple data sources.

  • Use Power Apps and Power BI dashboards.

  • Customize and share performance reports.

Standardize and Scale Processes

Establish consistent processes across your entire portfolio to improve outcomes and ensure compliance. BrightWork 365 helps your organization standardize and scale project management.

  • Use out-of-the-box templates for repeatable success.

  • Automate workflows to reduce manual effort.

  • Provide executives with a clear portfolio view.

  • Improve information sharing between teams.

Built on the Microsoft 365 Platform

BrightWork 365 extends the power of the Microsoft cloud that your organization already trusts. It integrates seamlessly with the applications your teams use daily.

  • Collaborate on projects using Microsoft Teams.

  • Automate compliance workflows with Power Automate.

  • Build custom intake forms with Power Apps.

Customer Success Stories

BrightWork 365 provides an integrated Project Request and Portfolio Management system that improves visibility into project status, issues, and progress.

Configurable and custom templates ensure consistent project planning and delivery.
– Innovia, Project Lead
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BrightWork 365 provides an integrated Project Request and Portfolio Management system that improves visibility into project status, issues, and progress. Configurable and custom templates ensure consistent project planning and delivery.
The fact that BrightWork 365 is hosted within our tenant ensures that our data remains secure and compliant, giving us peace of mind while managing our projects.

Furthermore, the tool's ability to adapt to our specific needs through customization using Power Apps has been a game-changer!
– Crystal Group, PMO
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The fact that BrightWork 365 is hosted within our tenant ensures that our data remains secure and compliant, giving us peace of mind while managing our projects. Furthermore, the tool's ability to adapt to our specific needs through customization using Power Apps has been a game-changer!
Excellent integration capabilities combined with a business that is interested in improving the product is an outstanding outcome for us.
– Ray Brindley, CTO, Azured
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Excellent integration capabilities combined with a business that is interested in improving the product is an outstanding outcome for us.
We had over 200 requests in a pile with no organization.

Brightwork allowed us to provide visibility into the individual projects and to save the key deliverables where all can see.
– Flow Control Group, Project Teams
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We had over 200 requests in a pile with no organization. Brightwork allowed us to provide visibility into the individual projects and to save the key deliverables where all can see.
As a corporate PMO, it’s essential for us to have a clear, real-time overview of all our projects, programs, and portfolios.

We’ve been using the Brightwork 365 platform for about two years, and it fully meets our needs. It’s intuitive, integrates seamlessly with the Microsoft suite, especially Teams, and greatly facilitates collaboration.
– Collège La Cité, PMO
As a corporate PMO, it’s essential for us to have a clear, real-time overview of all our projects, programs, and portfolios. We’ve been using the Brightwork 365 platform for about two years, and it fully meets our needs. It’s intuitive, integrates seamlessly with the Microsoft suite, especially Teams, and greatly facilitates collaboration.

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See how BrightWork 365 securely manages financial services projects.

BrightWork 365 Demo