OneConnect supports multiple authentication options to connect to Microsoft Planner Premium.

Please review the options available and choose the best option for your company, before beginning the integration setup.

Please ensure the person enabling the integration permissions has the necessary administrative rights to do so. 

There must be an Entra Application available in order to connect to Microsoft Planner Planner. You can create your own or use the default one.

Service Account + Default OnePlan Application

You can use an Entra ID account to connect to Planner Premium. In this scenario, all communication with Planner is done via a central account. We call this user account a "Service Account".  The username and password for the service account must have access to Planner. 

The user account cannot not have Multi-Factor Authentication (MFA) enabled.

The default App ID: 7780b2e4-b4e2-4766-8d1c-3e8363a97409

Pros of using this option:

• Individual users do not need Office 365 group management rights.

Cons using this option:

• The account cannot have Multi-Factor Authentication (MFA).
• A username and password must be configured in OneConnect. 
• More involved process to set up (requires a Microsoft tenant administrator to approve permissions).

To create the default OnePlan application, a Microsoft tenant administrator must click the Authorize button within the Planner Premium connector. This will prompt a login screen where the tenant administrator will need to enter their credentials.

That will add an Entra Application named OneConnect for Dynamics to your tenant. The OneConnect for Dynamics application will have the following delegated permissions:

• Microsoft Graph: User.Read
• Dataverse: user_impersonation

Service Account + Custom Entra Application

You can also create your own Entra Application to connect to Planner Premium. In this scenario, all communication with Planner Premium is done via a central account. We call this user account a "Service Account".

To authenticate to Planner Premium, provide the username and password for an account that has access to Planner Premium, along with the Custom App credentials within the Client Id field. 

The user account cannot not have Multi-Factor Authentication (MFA) enabled. 

It is recommended to use a dedicated user account for this connection. Best practice dictates one user account per integration to avoid data throttling and potential strategy failures by Microsoft. 

If you choose this method, please follow the CDS (Common Data Service) / Dynamics Setup article to create the Entra App.

Pros of using this option:

• Customer is in control of the Entra Application that is used to access Planner Premium.

Cons using this option:

• The account cannot have Multi-Factor Authentication (MFA).
• A username and password must be configured in OneConnect. 
• More involved process to set up (requires a manual creation of an app)