- Step 1: Get familiar with OnePlan Technology
- Step 2: Get familiar with OneConnect Technology
- Step 3: Get familiar with the Microsoft Power Platform
- Step 4: Review accessibility requirements for the OnePlan consulting team & provide accounts / licensing
- Step 5: Verify you have the appropriate software to begin the setup process
- Step 6: Complete the OnePlan setup actions
- Step 7: Complete OneConnect setup actions
- Step 8: Complete the PowerApps setup actions
- Step 9: Complete Power BI setup actions (optional, but recommended)
- Step 10: Complete the Microsoft Power Automate setup actions (optional, but recommended)
- Step 11: Complete setup actions for OnePlan and Microsoft Project Professional (optional, but recommended)
- Find your Microsoft 365 tenant ID
- Find your primary Office 365 domain name
- Step 12: Allocate Microsoft DPOR to OnePlan Solutions
- Find your Microsoft subscription ID