iPlanner Pro Deployment Guide
iPlanner Pro can only be deployed by your company's Microsoft 365 Global Admin. If this is not you please forward this guide to him/her.
CHOOSE BETWEEN TWO OPTIONS: PAY NOW OR PAY LATER
We recommend Option 1
Option 1Pay, trial and deploy
- Go to Microsoft marketplace to pay and deploy the apps (click below)
- You can cancel within 30 days at no cost
- Full control from day 1 to add/delete users
- See full guide below
Option 2 Deploy and pay later
- Go to Microfsoft marketplace to deploy the app for a 30 day trial without credit information
- Click on the buttons below to download app for Office and for Teams (you get both in your subscription)
- 30 days free trial
- Contact iGlobe to add more users
How iPlanner Pro is deployed (option 1)
Purchase through Microsoft Store
iPlanner Pro is a Microsoft 365 app and must be deployed by a Global Administrator.
Go to Microsoft Marketplace to purchase iPlanner Pro for Office and Teams.
Once deployed:
- Your organisation automatically starts a 30-day free trial
- No payment is taken during the trial
- You can cancel anytime from Microsoft 365 Admin Center
Learn more about how to get and deploy Centralized Deployment.
Security setting
Secure iPlanner Pro by providing Admin consent and make sure that only users from your organization can use iPlanner Pro.
Notice! The permission you are given is for your users - not iGlobe.
Requirements before using iPlanner Pro
iPlanner Pro is an extension to Microsoft Planner. Before a user can start using iPlanner Pro, the following requirements must be met:
- Microsoft Planner must be enabled and available in the Microsoft 365 tenant.
- A Microsoft Planner Basic plan is required. iPlanner Pro supports Microsoft Planner Basic plans.
- The plan must be connected to a Microsoft 365 Group. Plans that are not connected to a Microsoft 365 Group will not appear in iPlanner Pro.
- The user must have at least one Planner task assigned to them.
- The assigned task must have a due date.
Important: If these requirements are not met, iPlanner Pro may not be able to display the user's Planner plans and tasks correctly.
Pricing (after the free trial)
- $3 per user / month
- Price it for both the Teams and Office app combined
- Annual subscription
- Minimum 5 users
- Free 30-day trial included
Step-by-step guideline video
Deploy the iPlanner Pro Outlook Add-in quickly and securely across your organization using Microsoft 365.
In this step-by-step administrator guide, we walk you through the complete deployment process—from creating a Microsoft 365 group to installing the add-in using Microsoft AppSource.
This video is designed for IT admins and Microsoft 365 administrators who want a controlled, scalable rollout of iPlanner Pro to their users.
Deploy iPlanner Pro Agent
Turn Microsoft 365 Activity into Real Business Execution
The iPlanner Pro Agent extends Microsoft Planner through Microsoft Work IQ and MCP capabilities, enabling users to work with Microsoft Planner using natural language and AI-powered assistance.
Users can:
• Find Planner tasks
• Review plans and buckets
• Analyze Outlook emails
• Create Planner tasks
• Update Planner tasks
• Organize work using AI-powered recommendations
Important Prerequisite Notice
The iPlanner Pro Agent is not a standalone application.
Successful deployment requires:
• Microsoft Planner Basic Plans
• iPlanner Pro
• Microsoft Graph permissions
• Microsoft Work IQ
• Work IQ MCP Tools
Security setting
Secure iPlanner Pro by providing Admin consent and make sure that only users from your organization can use iPlanner Pro.
Notice! The permission you are given is for your users - not iGlobe.
10 prompts that turn emails, meetings and Microsoft 365 context into organised Planner work.
Microsoft App Certified
All App extensions from iGlobe have received a Microsoft 365 App Certification.
This means that your company will have the assurance and confidence that data and privacy are adequately secured and protected when the app is introduced to the Microsoft 365 platform. Certification confirms that an app solution is compatible with Microsoft technologies, compliant with cloud app security best practices.
$App certification is achieved through the acceptance and approval of comprehensive documentation centering the app's security and compliance protocols, procedures, processes and a PEN test. Applications that pass validation will be designated Microsoft 365 App Certified.
You always stays 100% GDPR compliant
with any iGlobe Apps.
A Microsoft Solution Partner
iGlobe is a certified Microsoft Solution Partner for Modern Work. A Solutions partner for Modern work has demonstrated a broad capability to help customers boost their productivity and make the shift to hybrid work using Microsoft 365.
Contact us if you have any questions
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