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.
When you select this, a new pane displays within the sidebar.
Select to display links or options to:
A link to an Anaplan Community page with information about the latest releases for the add-in.
Displays your version number for the add-in.
Terms and conditions
Displays the terms and conditions about the use of Anaplan technology.
Sign out of the add-in.
The Share feedback icon is a speech bubble that contains an exclamation point.
|Select this from the sidebar to submit feedback about the add-in.|
The Contact support icon is a circle that contains a question mark.
|Select to this to open an email template in your default email client. Fill out the questions to provide Support with the information they need to help you.|
|Templates||Select the Templates tab to view all card templates in Anaplan's card template library. The cards you can see depend on the current tenant you are signed into.|
|Cards in Document||The Cards in Document tab lists all the cards you've added to your Office 365 document.|
A number of other icons display in the Anaplan sidebar. You can use these to manage your cards, or customize the data within them.
The icons that display change based on what you currently have open. If you have:
The Templates tab open, you can Filter or Update the list of cards.
The Cards in Document tab open, you can Group, Sort, or Update the list of cards.
A card open, you can Refresh the card.