web

You’re offline. This is a read only version of the page.

Power Platform CommunityForums Power Automate - Building Flows Microsoft Planner Inte...

Power Automate - Building Flows

Unanswered

Microsoft Planner Integration with Dynamics 365

(0) Share

Report

Report

Posted on by mynkcrm

3

Using power automate we can sync the data between planner and an entity in dynamics CRM.

Now the first challenge is there is no trigger "when a task is updated" in the flow so the data synced with dynamics is being accomplished only for these below action triggers:

How can we overcome this ?? Need a constant sync between planner and dynamics entity.

Also is there a way we can surface this planner in the dynamics form??

Open to suggestions. All response appreciated.

I have the same question (0)

All responses Img

All responses (2)

Answers Img

Answers (0)

tpurifoy 4 on at

Like (2)

Report

Re: Microsoft Planner Integration with Dynamics 365

Did you ever happen to solve this? We REALLY need a solution to integrate Planner with our Dynamics Customer Service.

Seems like it would be a natural fit with Dynamics Tasks associated with Cases...but I am not seeing very much discussion on it in my searches.

Was this reply helpful? Yes No
mynkcrm 3 on at

Like (0)

Report

Re: Microsoft Planner Integration with Dynamics 365

If you are looking to surface Microsoft Planner in the UI there is no direct option but to embed canvas app in the form and do the data sync using power automate.

For data sync both ways you can use this available connecter below and with the Graph API you will be able to create a new plan whenever a case is created. [You will notice that a unique id is required to be maintained in case record(EX: Planner GUID)].

Use power automate then to create this sync between both. You might need to take this decision to update tasks only with the available OOB triggers of Planner but you can still explore the API option.

Hope it helps!

Was this reply helpful? Yes No

Join the conversation

Helpful resources

News and Announcements

Welcome to the Power Platform Communities

Quick Links

Leaderboard > Power Automate

#1

Michael E. Gernaey 797 Super User 2025 Season 2

#2

Tomac 425 Moderator

#3

developerAJ 319

Last 30 days Overall leaderboard

Featured topics

Share your ideas and struggles with building Power Automate flows!

Start and wait for an approval action

Product updates

Microsoft Power Platform Community release plans