This article explains how to set up an integration between OnePlan and Microsoft Planner Premium using the Accelerator. The Accelerator applies useful customizations to the Microsoft Planner Premium Power App.
The integration focuses on streamlining data between OnePlan and Microsoft Planner Premium.
About Project for the Web
Microsoft is currently renaming Project for the Web to Microsoft Planner. This integration supports Planner Premium, which is the new name for for what was previously known as Project for the Web.
To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan. If the Advanced Settings are NOT enabled, contact OnePlan for assistance.
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Log in to your OnePlan group with your Office365 account.
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Open the Admin pages by clicking on the Settings gear.
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Select Integration in the admin navigation.
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Click the + (plus) icon in the Authentication Keys section.
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Save the key name and generated key somewhere (such as in a notepad doc), as once you navigate away, the key cannot be seen. To be used at a later step in the OneConnect configuration.
To complete the OneConnect setup, you need to be an Administrator or Editor in the OneConnect group you wish to set the integration up in.
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Go to https://my.oneconnect.ai (or https://eu.oneconnect.ai for European customers utilizing eu.oneplan.ai)
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Navigate to OnePlan and Project for the Web ‘Accelerator’. Click the Configure button. The configuration form will open.
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Complete the configuration form.
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Complete the OnePlan section.
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App Name: Enter the OnePlan Group name you will be integrating into.
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Key: Enter the OnePlan Authentication Key generated from OnePlan.
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(Optional) OnePlan URL: For clients that have their oneplan.ai hosted outside of the United States, please enter the OnePlan URL used.
Note
Options currently are: https://au.oneplan.ai, https://ca.oneplan.ai, https://eu.oneplan.ai
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Click Next.
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Microsoft Planner Premium Connector
Connecting to Planner Premium involves four key sections, each with its associated fields.
- Connect to Dynamics Environment - Planner Premium (previously Project for the Web) is built on the Power Apps platform. To enable this integration, you'll need the URL of the associated Dynamics environment.
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Authentication Options - Each option is a separate way to authenticate to your Dynamics environment. Please review the Planner Premium Authentication Methods page to find a method that aligns best for your company.
- Username and Password: Ensure that the provided username does not have multi-factor authentication (MFA) associated with it. It is recommended to use a dedicated service account to access the Dynamics environment. Best practice dictates one service account per integration to avoid data throttling and potential strategy failures by Microsoft.
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Client Id (Azure App Id):Follow CDS (Common Data Service) / Dynamics Setup. Then enter/paste the Application (Client) ID from CDS/Dynamics that you saved from the CDS/Dynamics Setup steps. This option includes entering a Username and Password.
Note: The Client ID is not needed if the default app registration has been approved.
- Authorize: This button must be authenticated by a Microsoft Tenant Administrator. This option includes entering a Username and Password. Located in Advanced Options.
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Additional Integration Settings - These are options relating to the integration that might fulfill your needs.
- Optional: Language
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Test & Save - Confirm the connection to Dynamics environment authenticates and save your settings. Located at the bottom of the connector.
- Test the connection to verify correct settings. A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
- Save the configuration to finalize setup.
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