MS Planner Task Details to SQL DB Table

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Posted on 14 Mar 2025 15:05:02 by CU14031502-0

Hello Everyone,

We purchased a premium license so I can load planner tasks directly into a SQL DB table using the SQL Connector. Please let me know if a tutorial exists that may help me. Thank you!

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Business Process Flows

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Michael E. Gernaey 36,025 Super User 2025 Season 1 on 15 Mar 2025 at 00:06:55

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MS Planner Task Details to SQL DB Table

Hi @CU14031502-0

Agreed sometimes you won't find a perfect one, but its like.. lol a house you want to remodel

What parts of a flow example do you find that get you close.

Changing that example to simply call a query, versus a Sproc to get you over the hump should be straight forward, but the rest should be ideally the same.

I am glad I could help. As you go along feel free to open other questions (please dont add to this one) for more help

Have a great weekend!!
CU14031502-0 4 on 14 Mar 2025 at 23:22:37

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MS Planner Task Details to SQL DB Table

Thank you for your help. That will get me started. I did search for templates and videos but could not find what I was looking for. The one template in the cloud version (Export Microsoft Planner tasks to a SQL database) requires the creation of a stored procedure in SQL which we don't want to do.
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Michael E. Gernaey 36,025 Super User 2025 Season 1 on 14 Mar 2025 at 17:32:13

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MS Planner Task Details to SQL DB Table

Hi @CU14031502-0

Welcome to the forums.

Now there many examples and templates you could find yourself by searching, which is preferred over asking us to simply do that.

Also, there are no details related to exactly what you want saved (there are many things related to planner tasks), you would get more a generic answer. As we are a teaching community, we are looking for folks to attempt the work they need, versus just coming here and asking us to do it for them.

However, below is a simple yet accurate example of what you want. As there are templates and samples you can find, I am simply documenting the steps, however you did not explain any details, I do not know if you need to do a 1-time load of existing (which is a different ask), or if you simply want a scheduled (daily) or automated (whenever X happens) to trigger your flow.

Each one of these written things maps directly to an Action that you can look up by searching for

Planner Connector

SQL Connector

1. Manual Flow

2. List all plans

3. Apply to each

inside the apply to each

--List all tasks

----Apply to each

-------inside apply to each

---------Get task details

---------SQL Action to either call a Sproc, passing data (which I recommend), or Simply adding to a Table using direct sql by adding a row)

that covers if you wanted to do a 1 time sweep

Now if you want it to be automated, its a little more tricky, because there are not triggers for everything that can happen, so you mostly have to use Scheduled to grab the tasks every (hour, day, month whatever) and inside you would do all th steps #2 onward once the flow triggered, its not different.

And that summarizes it in a nut shell (btw, what is that a Phrase, in a nut-shell.. i gotta look that up)

Cheers

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