Learn how to sign in or out of the Anaplan for Microsoft 365 add-in.
You must install the add-in before you can sign in.
Once you sign in, you can use the add-in to access your Anaplan UX cards in Excel, Word, or PowerPoint.
Sign in
You can sign in with basic authentication (your Anaplan account email address and password) or with single sign-on (SSO). Universal login with SSO doesn't work for classic or legacy SSO connections.
After you enter your email to sign in, Anaplan detects if your account uses one of these sign-in methods:
Sign in with basic authentication
Sign in with SSO
Sign in with basic authentication or SSO
When you sign in for the first time, a Get Started guide displays. This guide walks you through the basics of how to use and navigate the Anaplan for Microsoft 365 sidebar.
Sign out
You can still work with your data in Microsoft 365 after you sign out. You need to sign in again to refresh your cards and work with the latest data.
To sign out, select the Menu icon and then select Sign out.
You're automatically signed out of the add-in after 30 minutes of inactivity, or when you close your Microsoft 365 document.
