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Adaptive Planning
Last Updated: 2026-05-08
Adaptive Planning Notifications

Adaptive Planning Notifications

Preview Date: 2026-02-07. Production Date: 2026-03-14.
We introduce the ability to integrate Adaptive Planning notifications with Microsoft (MS) Teams for users to receive real-time alerts within Microsoft Teams.
This feature supports:
  • Adaptive Planning instances connected to Workday tenants.
  • Adaptive Planning Multi-Instances. You must configure each instance individually for notifications.

Business Benefits

  • Consolidates communication by bringing Adaptive Planning alerts into the workspace where users already collaborate.
  • Enables immediate visibility into tasks such as workflow approvals or system alerts, facilitating quicker decision-making.
  • Drives adoption for non-finance users who may not sign in to Adaptive Planning daily but are active in Microsoft Teams.

Changes

A new Microsoft Teams app tile displays under
Administration
Notification Preferences
Notification Setup
 .
  • A new Microsoft Teams option displays in the
    Connections
    section of the Manage Notifications page, allowing users to link their individual accounts.

What Do I Need to Do?

Administrators must have the
Admin Access
 permission to configure the connection for the instance. End users require access to their own Microsoft Teams account and the ability to add apps within their Microsoft environment.
Prerequisite
Before integrating MS Teams with Adaptive Planning, you must install the
Microsoft Teams Workday Adaptive Planning
 application on your Adaptive Planning instances using either option:
  • End Users can search for "Workday Adaptive Planning" within their MS Teams app and click
    Add
    .
  • The Microsoft 365 administrator can install the
    Microsoft Teams Workday Adaptive Planning
     application for their organization using the instructions in the MS Preinstall apps documentation.
Integration Steps
To use the Microsoft Teams integration, complete these steps:
For Administrators:
  1. From the Adaptive Planning main menu, click
    Administration
    . The Administration page displays.
  2. From the
    System
    menu, click the
    Notifications Preferences
     link.
  3. Locate the
    Microsoft Teams
     app tile and click
    Add
    .
  4. Follow the prompts to sign into Azure AD and grant admin consent to allow the application to access your tenant.
  5. Authenticate your Adaptive Planning administrator credentials to finalize the association.
For End Users:
  1. From the Adaptive Planning home page, click
    Notifications
    and then click
    Manage Notifications
    .
  2. Locate the
    Microsoft Teams
     tile in the
    Connections
    section and click
    Connect
    .
  3. Open the
    Workday Adaptive Planning
     app in Microsoft Teams and click the link in the welcome message to authenticate your account.

What Happens If I Do Nothing?

If you don't configure the integration with MS Teams, users will continue to receive notifications only through the standard Adaptive Planning interface and email. No changes will occur to existing notification preferences or delivery methods.

Change Log

Support for Workday-Enabled Adaptive Planning Instances
Preview Date: 2026-04-10. Production Date: 2026-05-08.
This feature now also supports Adaptive Planning instances that are connected to Workday tenants.
Prerequisite Step for MS Teams Integration
We corrected the
What Do I Need to Do?
 section to include a missing prerequisite step for the integration.
Feature Description Updated
We updated the feature description for accuracy.