Technical Readiness - OnePlan with Power Apps / Project Accelerator
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Step 1: Get familiar with OnePlan Technology
The various components of the OnePlan Portfolio Management solution incorporate an array of capabilities offered within the Microsoft 365 platform, with the intent to leverage technology that our customers have already...
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Step 2: Get familiar with OneConnect Technology
OneConnect is the integration platform built by OnePlan. OneConnect connects data between multiple separate systems to bring data together for central visibility and business intelligence. Functionality OneConnect i...
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Step 3: Get familiar with the Microsoft Power Platform
Power Platform Overview Video Microsoft Learning Path: Introduction to Power Platform Power Platform is comprised of four key products: Power Apps, Power Automate, Power BI and Power Virtual Agents. Power Apps provid...
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Step 4: Review accessibility requirements for the OnePlan consulting team & provide accounts / licensing
Office 365 Accessibility OnePlan consultants will require the ability to access your Office 365 environment. Please work with your OnePlan project team to identify how they can access your Office 365 environment. Con...
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Step 5: Verify you have the appropriate software to begin the setup process
Creation of a new Office 365 tenant to support the subscription(s) OR Utilization of an existing Office 365 tenant to support the subscription(s). A supported web browser is required. Supported browsers are the mo...
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Step 6: Complete the OnePlan setup actions
The following actions need to be completed to complete OnePlan setup: 1. Approve OnePlan app by an Office 365 Tenant Administrator. If you require your data to be stored in a specific country, please reach out to your On...
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Step 7: Complete OneConnect setup actions
OneConnect Pre-requisites The pre-requisites for OneConnect include the following: Office 365 Tenant Service Account(s) with appropriate licenses. It is important that each integration requires a unique service a...
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Step 8: Complete the Power Apps setup actions
1. Create Power Apps Service Account Please have your O365/M365 Admin, please create the following accounts: svc-PowerAppsConfig@<yourdomain>.com or @<yourorganization>.onmicrosoft.com These accounts shall be setup a...
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Step 9: Allocate Microsoft DPOR to OnePlan Solutions
The Digital Partner of Record for Office 365 is the partner who is helping the customer design, build, deploy or manage a solution that they have built on the service. It is not the partner who sold the subscription. We ...
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Step 10: Complete Power BI setup actions (optional, but recommended)
OnePlan provides a preconfigured Power BI Report Pack to gain insights through dashboards & visualizations. This is a recommended application to provide a rich reporting experience. The pre-requisites for deploying the O...
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Step 11: Complete the Microsoft Power Automate setup actions (optional, but recommended)
Extending OnePlan with Microsoft Power Automate allows you to tailor your OnePlan solution even more with robust business processes automation. This component of the Power Platform will be necessary for workflow use case...
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Step 12: Complete setup actions for OnePlan and Microsoft Project Professional (optional, but recommended)
If you are planning to use Microsoft Project Professional Desktop with OnePlan, those users will require a subscription to Project Online Professional OR licenses for Project Professional 2016 (Plan 3). Please review thi...
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Find your Microsoft 365 tenant ID
This article explains how to find your Microsoft 365 tenant ID. Go to your Azure Active Directory (Azure AD) admin center. Go to the Properties page. Copy the tenant ID from the Tenant ID field.
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Find your Microsoft subscription ID
This article explains how to find the subscription ID for your Microsoft 365 subscriptions. Log into your Microsoft 365 account. Go to the Admin Center. Go to Billing > Your Products. Select the desired product. L...
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Find your primary Office 365 domain name
This article explains how to find your primary (default) Office 365 domain name. This article explains how to find your primary (default) Office 365 domain name. Go to Settings > Domains. Locate the domain marked ...