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Office 365 group connection

This article describes an Office365 group connection type in PPM Express. 

The linked Office365 group does not provide a possibility to synchronize any data from the Office365 group to the PPM Express Project.

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Note: If the PPM Express Project is linked to the Office365 group that contains engagements added in the Resource Plan section, these resources will be synchronized as members of the Office365 group.


To link your PPM Express Project, Program, Portfolio or Resource to the Office365 group, perform the following (we will take the PPM Express Project as an example, but the steps are the same for Portfolio, Program, and Resource linking):

1. Open the PPM Express Project that you would like to link to the Office365 group. 

2. Click on the Connect button to open the Configure Connection window. 

3. Switch to the Work Together tab and select the Office365 group connection type. 

4. From the Connection drop-down, select the Grant Permissions option. 


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Note: In order to add Office365 group connection and link PPM Express Projects to the Office365 group, tenant Global Administrator consent is required. Consent should be granted to PPM Express once, before adding Office365 group connections. Once the permission is granted, the Office365 group connection can be created with any user account credentials in PPM Express regardless of user account permissions.


5. If you do not have a global administrator account for Office 365, the 'Approval required' window will open. Please request approval directly from this page or refer to the Admin Team in your organization.

If you are using the account with the tenant's Global administrator rights, the 'Permissions requested' window will open. Click Accept to grant the PPM Express app the permissions required.

6. Once the permissions are granted, you can add a connection by opening the Connection drop-down again and clicking the Add New Connection option.

7. Specifying user account credentials for Office 365. 

8. Select the required group you would like to link the PPM Express Project to. 

Add a PM as an owner to the O365 group - check this checkbox if you want to add a Project manager in PPM Express as an owner of the linked Office365 group during Project sync in PPM Express.

Add Engagements as members to the O365 group -  check this checkbox if you want to add resources from the Resource Plan section as members to the Office365 group during Project sync in PPM Express.

9. Click the Link group button to link your PPM Express Project to the selected Office 365 group. 

Project linking will start immediately.

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