6 results for "Microsoft Planner"

• Microsoft Outlook

  1. Connectors
  2. Microsoft Outlook
  information for the Microsoft Outlook connector. Prerequisites Before connecting your Microsoft Outlook account, ensure
  May 09, 2025 07:00

• February 2026

  1. Product Updates
  2. 2026
  and operations management for desk-less workforces Microsoft Excel – Spreadsheet management and collaboration in OneDrive
  January 30, 2026 00:43

• How to connect MS Excel account

  1. Connectors
  2. MS Excel
  the left- hand menu. Click Add a permission. Select Microsoft Graph. Choose Delegated permissions (or Application permissions
  May 23, 2024 15:59

• January 2026

  1. Product Updates
  2. 2026
  notes automatically Data, Analytics & Reporting Microsoft Power BI – Business intelligence with interactive dashboards
  January 30, 2026 00:36

• Introduction to Workflow Actions

  1. Building workflows
  2. Actions
  record in your CRM or EHR. Post a message to Slack or Microsoft Teams. When to Use: Automate repetitive business
  May 09, 2025 08:57

• Inbound message & portal triage

  1. Building agents
  2. Use cases
  "Swap Spruce Health for our patient portal and Slack for Microsoft Teams." (change [SECURE_MESSAGING_APP] and [STAFF_CHAT_APP]
  June 26, 2026 13:27