Agent integration with Planner Premium

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Posted on by JY-10071333-0

I'm trying to set up an agent with access to our project plans in the new Planner Premium (for example the tool "planner - list tasks"), however it doesn't seem to work with planner premium plans, I can see it can access basic plans, but it doesn't recognise premium plan id's.

Has this not been integrated (is it on a roadmap that I'm missing?) or am I configuring it wrong?

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Michael E. Gernaey 53,335 Super User 2025 Season 2 on at

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HI @JY-10071333-0

Can you please share what you have for the configuration, which Tool (actions) you are using etc.

Thanks

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JY-10071333-0 4 on at

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Hi Michael,

Sure, I'm using the planner tool, none of the actions seem to be able to link to premium plans, the "list tasks" action for example.

I can get it to work with basic plans, but not premium planner plans.

When setting custom inputs I'm able to find the group id in the list of pre-generated values. The plan ID field however doesn't pre-generate any of the premium plans, although it will find the basic plans.

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LsLee 89 on at

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@Michael E. Gernaey

I have the same issue. copilot studio agent cannot access my premium planner.

Can you please suggest?

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Michael E. Gernaey 53,335 Super User 2025 Season 2 on at

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Hi @JY-10071333-0 @LsLee

You have to use the Dataverse actions, to access them and perform data activities on premium, because the other actions do not work, but since premium is all stored in Dataverse, you literally just use the Dataverse actions to list them and interact with them.

Which you can do in Copilot.

You would need to go in and leverage the Dataverse Connector (and actions) either from a Tool (like List), an Agent Flow, or calling out to Power Automate Directly (which is all a Tool and Agent flow is)

Let me know how I can help but here is something.

Here are some of the tables (which I did specifically ask Copilot to give me as I didn't lol feel like copying them from Dataverse) but the rest is from me.

msdyn_project

Represents the overall project or plan entity.

msdyn_projecttask

Stores individual tasks within a plan, including details like start/end dates, dependencies, and assignments.

msdyn_projecttaskdependency

Handles task dependencies (e.g., “Depends on” relationships).

msdyn_projecttasktolabel

Links tasks to labels or categories.

msdyn_resourceassignment

Tracks resource assignments for tasks (who is assigned and capacity).

msdyn_projectbucket

Represents buckets or groupings of tasks within a plan.

msdyn_projectgoal

Stores goals linked to tasks for alignment and progress tracking.

msdyn_projectmilestone

Captures milestones for timeline and critical path management.

msdyn_projectcustomfield

Holds custom fields created in Planner Premium for advanced tracking.

msdyn_projectstatus

Maintains status updates for tasks and projects

If these suggestions help resolve your issue, Please consider Marking the answer as such and also maybe a like.

Thank you!
Sincerely, Michael Gernaey

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