Power Apps Entities to OnePlan Plans

  • Updated

This article explains how to set up the integration between Power Apps entities and OnePlan plans.

Before beginning, the following assumptions are made in order for this integration setup to be successful:

  • Office 365 is up and running

  • A Power Apps or Dynamics environment is up and running

  • OnePlan group is set up in the same Office365 tenant

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.
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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. Configure the following integration: Power Apps Entities to OnePlan. Click Configure.

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Power Apps Connector

  1. Authorization

    • By having the client’s Microsoft Tenant Admin click Authorize and use their credentials, they agree to use the default Power Apps app registration.

      Note

      See How to approve consent for more information.

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  2. Client Id (Azure App Id)

    • Only use this field if you are not using the default Power Apps app registration for this integration. Enter your App Id. See Step 8: Complete the PowerApps setup actions for instructions on how to create and collect your own Application Registration Id.

  3. Power Apps URL

    • Enter the URL of the Power Apps environment environment (e.g., https://{OrganizationName}.crm.dynamics.com/).

  4. Username

    • Enter the username.

    • Note: 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 Power Apps environment. Best practice dictates one service account per integration to avoid data throttling and potential strategy failures by Microsoft.
  5. Password

    • Enter the password.

  6. Additional Options

    • Expand the section for additional configuration options.

  7. All Entity Names to be Synchronized
  8. Test Connection
    1. Click Test to verify the correctness of the connection settings to Power Apps.
    2. A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
  9. Save Changes
    1. Click Save.

OnePlan Connector

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  1. Group Name

    • Input the name of the OnePlan Group name you intend to integrate with.

  2. Authentication Key

    • Paste the generated OnePlan Authentication Key obtained from OnePlan.

  3. Additional Options

    • Expand the section for additional configuration options.
  4. (Optional) Alternate OnePlan Environment URL

  5. (Optional) OnePlan Default Plan Type
    • Specify a default plan type if the integration doesn’t automatically provide a plan type for plan-level work items in OnePlan. Enter a single value for this purpose.
  6. Test Connection
    • Click Test to verify the correctness of the connection settings to OnePlan.
    • A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
  7. Save Changes
    • Click Save.

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