Dynamics 365 for Financial Services

BrightWork 365 connects with Microsoft Dynamics to unify manufacturing 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's integration with Dynamics transformed our portfolio management. We now have complete visibility into our compliance projects and can make data-backed decisions faster than ever.”
– Chief Financial Officer, National Investment Firm
"With BrightWork 365, we have total visibility into our capital improvement projects. We can now provide clear, data-driven updates to city council, which has improved transparency and public trust."
– Public Works Director, County Government
"BrightWork 365 on the Power Platform gave us a unified view of all our public works projects. We now make data-driven decisions faster, ensuring taxpayer money is used with full transparency."
– Public Works Director, State Government Agency

Let's Talk

See how BrightWork 365 securely manages financial services projects.

BrightWork 365 Demo