This integration aims to synchronize data between OnePlan and Microsoft Planner Premium. In Microsoft Planner Premium, Projects are brought into OnePlan as plans, and all sections with list items (tasks) are brought into the work plan Schedule. Conversely, the reverse process is also facilitated, with any Scheduled tasks in the OnePlan Work Plan seamlessly becoming tasks in Microsoft Planner Premium.

OnePlan

To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan.

1. Log into your OnePlan group using your OnePlan login credentials.
2. Access the Admin pages by clicking on the settings (gear) icon at the top right of the browser.  
3. Navigate to the Integration section in the left-hand navigation panel.
4. Next to the Authentication Keys section click the + Add Key button.
5. Provide a descriptive name or title for the Authentication Key to denote its purpose, then click ADD. 
6. Store the OnePlan group name and the Authentication Key securely. This grants access to your OnePlan group for any program. Please note that the key will no longer be visible after the page is refreshed.

Note: It's recommended to generate a new authentication key for every integration and assign a descriptive name to each key, enabling clear association with its corresponding integration. This practice enhances security, simplifies management, and facilitates easier tracking and troubleshooting.

Microsoft Planner Premium Setup

OneConnect Setup Process

To complete the OneConnect setup, you need have Administrator or Editor privileges in the OneConnect group you wish to set the integration up in.   

1. Go to https://my.oneconnect.ai (or https://eu.oneconnect.ai for European customers utilizing eu.oneplan.ai).
2. Navigate to Microsoft Planner Premium to OnePlan. Click the tile to begin the integration setup. 

OnePlan Connector

Connecting to OnePlan involves two key sections, each with its associated fields.

1. Connect to OnePlan - 
   1. Optional: Group Name: The name of the OnePlan group you intend to integrate with. 
   2. Authentication Key: Paste the generated OnePlan Authentication Key obtained from OnePlan. 
   3. Optional: Alternate OnePlan Environment URL: If using an environment other than the default environment, select the appropriate URL from the available options. Located in Additional Options. 
2. Additional Integration Settings - These are options relating to the integration that might fulfill your needs.
   1. Optional: OnePlan Default Plan Type: When importing new plans into OnePlan, specify a default plan type to be applied if no field mapping is set for the Portfolio Plan Type. The designated plan type must already exist in OnePlan. Located in Additional Options. 
3. Test & Save - Confirm the connection to OnePlan authenticates and save your settings. Located at the bottom of the connector.
   1. 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. 
   2. Save the configuration to finalize setup. 

Microsoft Planner Premium Connector

Connecting to Planner Premium involves four key sections, each with its associated fields. 

1. 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. 
2. 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. 
   1. 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. 
   2. 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.

   3. Authorize: This button must be authenticated by a Microsoft Tenant Administrator. This option includes entering a Username and Password. Located in Advanced Options.
3. Additional Integration Settings - These are options relating to the integration that might fulfill your needs. 
   1. Optional: Language
4. Test & Save - Confirm the connection to Dynamics environment authenticates and save your settings. Located at the bottom of the connector. 
   1. 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. 
   2. Save the configuration to finalize setup.