This guide will show you how to create an Azure application for Exchange, user import and SSO integration, so you only need one application instead of one for each.

If you only want to set up an Exchange integration, please see this guide instead oAuth for Planner, or how to set up Exchange integration for Office 365 / Exchange Online

You will need administrator rights in Planner and Azure Active Directory. This guide uses the demo site https://guidedemo.tryingplanner.com/ as an example, please remember to use your own Planner link instead.

This guide will help you configure Planner Cloud with integration to Exchange Online (O365), and finally how to distribute the Planner Outlook Add-in to users.

It involves creating an application in Azure AD to be used for SSO, user import and for allowing Planner to access Exchange.

Pre-requisites:

Steps in this guide:

Each of the listed steps above is required and must be applied in the order listed.
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Note, this is essential for Single sign on, but if you don't need single sign on, you can skip this chapter and chapter "Set Application ID URI"

Login to your azure at https://portal.azure.com/

Scroll down and click "Custom domain names"

Click "+Add custom domain"

Type in your link. The link needs to be based on your Planner url. In the picture I used guidedemo.tryingplanner.com but your link should be [customername].pronestor.com where [customername] is replaced with your customername.

Click "Add domain"

Then you get your Destination or points to address. Please copy it since you need to send it to [email protected] for verification.

Now you need to add a link. The link needs to be based on your Planner URL.

In the picture I used https://guidedemo.tryingplanner.com/Booking.NET/Login.mvc/Login but your link should be

javascript https://[customername].pronestor.com/Booking.NET/Login.mvc/Login

where [customername] is replaced with your customername.

Click "Add URI"

Here we add another URL that you need to build. The link needs to be based on your Planner url. In the picture I used https://guidedemo.tryingplanner.com/Booking.NET/Login.mvc/RedeemAuthorizationCode but your link should be https://[customername].pronestor.com/Booking.NET/Login.mvc/RedeemAuthorizationCode where [customername] is replaced with your customername.

Click "Set"

The link needs to be based on your Planner url. In the picture I used https://guidedemo.tryingplanner.com/Booking.NET/Login.mvc/Login but your link should be https://[customername].pronestor.com/Booking.NET/Login.mvc/Login where [customername] is replaced with your customername.

Fill in the link and click "Save"

Once you have created the application in Azure - we need to assign permissions for user import as well as accessing Exchange.

These rights are used by the user import to read your groups and users properly.

Click "Add a permission"

Click "APIs my organization uses"

Click "Office 365 Exchange Online"

Click "Select"

Choose "Application permissions"

API Permissions → Add a permission → Exchange → full_access_as_app

This right lets the application connect with Exchange

!! Only relevant when using EWS API

This should be done AFTER you have imported users, or you won't be able to login.

Send an email to [email protected] with:

Then the Helpdesk will enable it.