This article explains how to install and configure the Microsoft SharePoint App in OnePlan, which allows the creation of individual SharePoint sites/workspaces for plans.
Install Microsoft SharePoint App
Install the app Microsoft SharePoint. See How do I add apps? to install an app in OnePlan.
After the app is installed, a new settings section called Microsoft SharePoint in the admin navigation.
Permissions
See Allow or prevent custom script - SharePoint in Microsoft 365 | Microsoft Docs to allow users permission to connect a new item in SharePoint with OnePlan.
NOTE: Users may run into an "Access is Denied" error when connecting a new item in SharePoint with OnePlan.
To resolve this error:
- Open Windows ISE in Admin privilege.
- Install the SharePoint modules.
- Connect to the SP Online admin center.
- Execute the following cmdlet to disable the restriction:
Set-SPOSite https://crm958441.sharepoint.com/sites/OnePlan -DenyAddAndCustomizePages 0
See To allow custom script on other SharePoint sites for more information.
SharePoint Integration Settings
Navigate to the Microsoft SharePoint admin page. Expand the SharePoint Integration heading section.
Click the link to enable the SharePoint integration. The page will refresh, and you will need to navigate back to this page.
After enabled, a green check mark is shown.
Auto Create: Select the check box to automatically create a site/workspace every time a new plan is created. If left unselected/unchecked, users will be able to create a site for a plan as needed.
Site Information
Expand the Site Information heading section.
Enter your SharePoint Site Collection URL. Each site for this OnePlan group will be created as a subsite in that site collection.
Enter the username & password of the Service Account in the SharePoint site.
You need to refresh your browser to kick off the authentication. This is needed the first time entering username & password, as well as if you update the password in the future. Then, proceed to the next section for the Templates.
Templates
Expand the Templates heading section. Each plan type in your OnePlan Group will be listed. You may have a different template selected per plan type.
The content, lists, libraries, and settings in the workspace templates will determine what will be in the plan workspaces upon creation. You may create new and/or modify the existing templates in your SharePoint site collection, which will show them available for selection. Such as add lists, configure the web parts, add content, etc.
