Insert cards from the Anaplan UX to work with Anaplan data in Microsoft 365. Customize your cards to display the data you need.
For cards that are already in your document, you can:
- Refresh to pull the latest data from Anaplan.
- Send and refresh to update Anaplan with new data.
- Change context selectors from the Cards in Document tab.
Learn how to install, add cards to a document, navigate the add-in, and send and refresh data here.