1. Extensions
  2. Anaplan for Microsoft 365
  3. Install and set up Anaplan for Microsoft 365

The Anaplan for Microsoft 365 Add-in is available for both the browser and desktop versions of Microsoft 365. You can install it via the Add-ins menu within Microsoft 365.

The Anaplan for Microsoft 365 Add-on is in early access (EA). It's only available to participants of the EA program.

Find out more about early access or how to register your interest in our current EA programs.

If your Microsoft Store access is managed by an IT administrator, the administrator must first deploy the add-in to your company catalog before you can install it.

If you no longer need the add-in, you can uninstall it.

Install the add-in

  1. Open a Microsoft 365 Excel, Word, or PowerPoint document either through your browser or through the desktop application.
  2. From the Insert tab, select either:
    • Office Add-ins in a browser.
    • Get Add-ins in a desktop application.
  3. From the dialog box, search for and select Anaplan for Microsoft 365 from the Store tab.
    If your Add-in access is managed by an IT administrator, select Anaplan for Microsoft 365 from the Admin Managed tab.
  4. Select Add.
    A popup box requests you agree to the License terms and Privacy policy.
  5. Select Continue.
    You can now access the add-in through the Anaplan sidebar on the right-hand side.

Proxy support for Anaplan for Microsoft 365

If your internet browser can access the internet via your proxy, the Anaplan for Microsoft Office 365 Add-in also can. This is because the add-in is loaded in an embedded browser within the Microsoft 365 application. This means all traffic from the add-in is treated as web browser traffic.

The embedded browser used depends on:

  • The operating system you use.
  • Which version of the operating system you use.
  • Whether you use Microsoft 365 through a browser or the desktop application.

Learn more about which browser Microsoft 365 uses here.

Disclaimer

We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.