OpenText Directory Services - Microsoft Planner Integration and Automation

Common Integration Use Cases Between OpenText Directory Services and Microsoft Planner

1. Automated Planner Team and Bucket Access Based on Directory Groups

Direction: OpenText Directory Services ? Microsoft Planner

Synchronize OpenText Directory Services groups with Microsoft 365 security groups or Microsoft Teams membership used by Planner. When users are added to a department or project group in OpenText Directory Services, they automatically gain access to the corresponding Planner plan, buckets, and tasks.

Business value: Reduces manual access administration, ensures the right people see the right work items, and supports faster onboarding for project teams.

2. User Provisioning for Project Workspaces and Task Ownership

Direction: OpenText Directory Services ? Microsoft Planner

Use directory attributes such as department, role, or location to provision users into the correct Planner plans and assign task ownership rules. For example, new hires in Finance can be added to finance-related plans and automatically assigned onboarding tasks.

Business value: Improves onboarding consistency, reduces missed assignments, and aligns task distribution with organizational structure.

3. Directory-Driven Role Mapping for Planner Task Assignment

Direction: OpenText Directory Services ? Microsoft Planner

Map directory roles such as manager, analyst, or coordinator to Planner task responsibilities. When a user?s role changes in OpenText Directory Services, their Planner assignment permissions and default task responsibilities are updated accordingly.

Business value: Keeps task ownership aligned with current job responsibilities and reduces errors caused by outdated role assignments.

4. Employee Onboarding and Offboarding Task Automation

Direction: Bi-directional

When a new employee is created in OpenText Directory Services, trigger a Planner onboarding plan with tasks for IT, HR, and the hiring manager. When an employee is disabled or removed, automatically reassign open tasks and update plan membership in Planner.

Business value: Streamlines onboarding and offboarding, improves accountability, and reduces security and process gaps during employee transitions.

5. Department-Based Work Intake and Task Routing

Direction: OpenText Directory Services ? Microsoft Planner

Use directory department data to route work requests into the correct Planner plan. For instance, users in Procurement, Legal, or Operations can have requests automatically assigned to the appropriate team plan and bucket based on their organizational unit.

Business value: Speeds up work triage, improves service routing, and reduces manual sorting of incoming tasks.

6. Access Review and Compliance Support for Active Plans

Direction: Microsoft Planner ? OpenText Directory Services

Feed Planner membership and task participation data back into OpenText Directory Services for periodic access reviews. This helps identify users who still need access to active project plans and those who should be removed after project completion.

Business value: Supports governance, reduces unnecessary access, and helps maintain compliance with internal security policies.

7. Project Team Synchronization for Cross-Functional Initiatives

Direction: Bi-directional

When a cross-functional project is created in Planner, synchronize the project team membership with OpenText Directory Services groups. If the project team changes in either system, update the other to keep identity and work access aligned.

Business value: Ensures consistent team membership across identity and work management systems, reducing confusion and access mismatches.

8. Temporary Access for Contractors and External Contributors

Direction: OpenText Directory Services ? Microsoft Planner

Use directory records to grant time-bound access to Planner for contractors or temporary staff. Their access can be automatically revoked when the contract end date is reached, while their assigned tasks are reassigned to internal team members.

Business value: Improves control over external access, reduces security risk, and prevents work from being stranded when temporary staff leave.