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Microsoft planner desktop6/16/2023 iGlobe CRM Office 365 is a simple CRM that fully integrates to the Office 365 Planner. Use the Office 365 Planner to manage your customer tasks. Important! an Office 365 administrator must give consent the first time the add-in is activated Should your SharePoint domain differ from you email domain, please enter the new domain in the Add-in configuration. The Add-in is using your Office 365 domain to login. By clicking "Edit" you will open the task in a browser directly in your Office 365 Planner. Select a task and the task detail will open. Using the built in filter option, you can filter your task by Plan, Bucket and Status. You get a quick view of all your task sorted by date. This Add-in, provided by iGlobe, will give you a direct overview of your Office 365 Planner tasks directly from your Outlook. Planner can be used to manage a marketing event, brainstorm new product ideas, track a school project, prepare for a customer visit, or just organize your team more effectively.Īs a member of the Office 365 suite, Planner is integrated with other Office 365 services, such as Office 365 Groups and Microsoft Teams, so all of the conversations in Planner are available in Outlook 2016, Outlook on the Web and the Outlook Groups Mobile Apps. Planner makes it easy for your team to create new plans, organize and assign tasks, share files, chat about what you’re working on, and get updates on progress. Office 365 Planner offers people a simple and highly visual way to organize teamwork. Planner helps you manage and monitor team tasks in a shared plan while Project takes managing your tasks. Both share a similar look and feel by design to make it easy for you to shift as your needs evolve. ![]() All updates are done in the Office 365 Planner in the browser.Īn iPlanner Pro version is avilable with more functionality directly from Outlook. Microsoft’s work management apps, Microsoft Planner and Microsoft Project, help your hybrid team coordinate and manage tasks and projects. This version is a Free light version that will let you see all your Office 365 Planner task in Outlook. ![]() The Outlook iPlanner Add-in, is an Add-in to your Office 365 Planner.
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