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.

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:
    • 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.
Access the Add-ins menu from a browser.
Access the Add-ins menu from a desktop application.

Proxy support for Anaplan for Microsoft 365

If your internet browser can access the internet via your proxy, the 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.